协作机器人 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the collaborative robot industry [3]. Core Insights - The collaborative robot industry in China is rapidly developing, characterized by strong flexibility, high safety, ease of operation, and low costs, making it suitable for small and medium enterprises across various sectors such as manufacturing, logistics, and healthcare [4][8]. - The market size of collaborative robots is projected to reach 3.227 billion yuan by 2027, with a CAGR of approximately 14.21% from 2023 to 2027 [26][27]. - The industry is expected to play a significant role in addressing labor shortages due to aging populations and rising labor costs, expanding from industrial applications into healthcare and consumer sectors [27]. Industry Definition - Collaborative robots are designed to work alongside humans in shared environments, integrating surface perception, sensors, and feedback models to perform repetitive, hazardous, and high-precision tasks [4][5]. Industry Characteristics - The Chinese collaborative robot market is characterized by rapid technological advancements and a broad development outlook, requiring strategic support for its expansion [8]. - The market is currently dominated by foreign manufacturers, but domestic companies are increasingly gaining market share as they enhance their technological capabilities [10]. Industry Scale - The market size for collaborative robots in China was 1.658 billion yuan in 2022, with expectations to grow to 3.227 billion yuan by 2027, reflecting a growth trend driven by supportive government policies and rising demand from small and medium enterprises [26][27]. Policy Overview - Various government policies, such as the "14th Five-Year Plan for Robot Industry Development," aim to promote the development of collaborative robots and enhance their application across industries [28][30]. Competitive Landscape - The competitive landscape of the collaborative robot industry in China is evolving, with domestic companies like JAKA, Dazhu, and AUBO emerging as key players against established international brands [36]. - The industry is marked by high technical barriers, with leading companies investing significantly in R&D to maintain their competitive edge [36].