市场洞察：从“安全柔性”到“工艺升级”，协作机器人应用版图与增长逻辑

Investment Rating - The report does not explicitly state an investment rating for the collaborative robot industry Core Insights - The collaborative robot market is experiencing significant growth, with global sales increasing from 18,000 units in 2019 to an estimated 68,000 units by 2024, and China's sales rising from 6,000 units to 30,000 units during the same period, increasing China's share of the global market from approximately one-third to about 44% [19] - The main drivers of this growth are the safety, flexibility, and ease of use of collaborative robots, which enhance efficiency and reduce costs, leading to wider adoption in assembly, handling, and inspection scenarios [19][20] - The market is dominated by domestic manufacturers, with their share reaching approximately 90.25% in 2024, and the top five companies holding about 60% of the market [24] Summary by Sections Collaborative Robot Classification and Application Scenarios - Collaborative robots are designed for direct interaction and cooperation with humans, featuring built-in safety functions, lightweight design, and ease of programming, adhering to international safety standards [2] - They can be classified by structural form, joint axes, and load capacity, with six-axis robots being the most common, accounting for over 90% of the market share [3] - Application scenarios include assembly, inspection, handling, and more complex tasks in fields such as medical surgery and laboratory operations [4] Industry Application Distribution - The automotive and electronics sectors are the leading industries for collaborative robot applications, with automotive parts holding the highest market share, followed by 3C electronics and mechanical processing [10] - The report indicates a stable market structure, with industrial applications dominating but non-industrial applications, such as in healthcare and education, showing significant growth potential [12][13] Market Performance and Trends - The average price of six-axis and above collaborative robots has been declining, from approximately 130,500 RMB per unit in 2019 to an estimated 72,100 RMB in 2024, driven by domestic component production and increased competition [28] - The export volume of collaborative robots is expected to rise significantly, with manufacturers seeking to enhance pricing and profit margins through international certifications and market expansion strategies [28][29] Policy Opportunities - The Chinese government has integrated collaborative robots into national strategies, promoting their development through various policies aimed at enhancing industry confidence and investment [31][33] - Key policies include the "14th Five-Year Plan for Intelligent Manufacturing," which sets clear development goals and timelines, and local initiatives that support technological advancements and market entry [31][33]