Group 1 - The core viewpoint of the report highlights the continuous expansion of embodied intelligence application scenarios, with a significant growth trajectory in the Chinese market, projected to reach 1.25 trillion yuan by 2027, driven by the integration of AI and robotics, policy support, and expanding application scenarios [1][21][22]. Group 2 - The Chinese embodied intelligence market is experiencing rapid growth, with a market size of 2,923 billion yuan in 2018, expected to reach 8,634 billion yuan by 2024, reflecting a compound annual growth rate (CAGR) of 19.78% [21][24]. - The structure of the Chinese embodied intelligence market in 2024 is primarily divided into two sectors: robotics applications, which hold a dominant market share of 55.6%, and the autonomous driving market, accounting for 44.4% [22][24]. - The robotics industry in China is projected to grow from 203 billion yuan in 2018 to 4,802 billion yuan by 2024, with a CAGR of 15.43%, and is expected to reach 6,328 billion yuan by 2027 [28][29]. - The autonomous driving market in China is anticipated to grow from 3,832 billion yuan in 2024 to 6,200 billion yuan by 2027, with a CAGR of 24.02% from 2018 to 2027 [35][37]. Group 3 - The report identifies two key companies in the embodied intelligence sector: Kaiter Electronics and Tieda Technology, detailing their business models and revenue structures [2][39]. - Kaiter Electronics focuses on the research, production, and sales of sensors, controllers, and actuators, with revenue contributions from actuators, sensors, and controllers at 44.91%, 30.67%, and 23.23% respectively in the first half of 2025 [43][45]. - Tieda Technology specializes in communication signal products, with revenue contributions from monitoring systems, electrical equipment, and other businesses at 65.87%, 16.30%, and 17.83% respectively in the first half of 2025 [57][58].
北交所专题报告：具身智能应用场景持续拓展