企业竞争图谱：2025年水下机器人，头豹词条报告系列

Investment Rating - The report does not explicitly state an investment rating for the underwater robotics industry Core Insights - The underwater robotics industry is driven by the development of marine resources and the rapid growth of the underwater entertainment sector, leading to increasing demand for consumer-grade underwater robots [5][35] - Future trends in the industry include a shift from multifunctional units to specialized and modular designs, a transition from single-unit operations to collaborative group operations, and a move towards autonomous underwater vehicles (AUVs) [12][15] Industry Definition - Underwater robots are designed to perform extreme underwater tasks, including underwater salvage, exploration, resource extraction, and entertainment, and are crucial components of marine defense systems [6][12] Industry Characteristics - The industry is characterized by a transition from multifunctional units to specialized and modular designs, collaborative operations, and the development of autonomous systems [12][15] Development History - The underwater robotics industry has evolved from the first remote-operated vehicles (ROVs) developed in 1953 to the current advanced autonomous systems, with significant milestones in China since 2011 [16][20] Industry Chain Analysis - The industry chain consists of upstream core materials and technologies, midstream manufacturing companies, and downstream application fields, including marine engineering, aquaculture, and scientific research [21][33] Market Size - The market size of the underwater robotics industry is projected to grow from 5.28 billion RMB in 2020 to 16.7 billion RMB in 2024, with a compound annual growth rate (CAGR) of 33.36% [35] - From 2025 to 2029, the market is expected to expand from 20.88 billion RMB to 50.99 billion RMB, with a CAGR of 25.01% [35] Application Fields - Underwater robots are widely used in marine engineering, aquaculture, water conservancy, scientific research, underwater entertainment, and pipeline inspection, with marine engineering accounting for approximately 35% of applications [33] Competitive Landscape - The underwater robotics industry in China is characterized by low market concentration and differentiated competition among companies, with notable players in consumer-grade, industrial-grade, and military-grade segments [42][43]