ESTUN AUTOMATION(SZ:002747) 机器人圈·2025-08-08 11:10Core Viewpoint - Estun has maintained its position as the leading player in China's industrial robot market for two consecutive quarters, achieving a market share of 10.5% by the first half of 2025, which has contributed to an increase in the domestic production rate of industrial robots to 55.3% [1][3]. Group 1: Core Competitiveness Upgrade - The integration of AI and robotics has led to the development of industrial intelligent bodies, enhancing usability and deployment ease through solutions like teach-free welding and visual-guided random grabbing [5]. - Estun's NGC control platform and ERI implementation control platform support high openness for secondary development, facilitating multi-robot collaboration and real-time data processing [5]. - The evolution of intelligent robots is transforming ordinary workers into skilled technicians, particularly in low-density application scenarios, thereby expanding the market size for robots [5]. Group 2: Scene-based Process Integration - The incorporation of AI technology has broadened the application scenarios for robots, while advancements in scene-based software are crucial for deepening these applications [6]. - Estun's certification of its explosion-proof spraying robot in July 2025 demonstrates its capability to cover various processes in metal processing, establishing a strong foundation for entering the automotive sector [6]. - The strategy of combining horizontal processes with vertical industries allows Estun to offer modular solutions tailored to customer needs, marking a significant shift from single machine sales to comprehensive solutions [6]. Group 3: Equal Opportunities for Domestic and Foreign Brands - China's robot industry has emerged as a core player in the global market, enhancing competitiveness and ensuring the safety of the domestic industrial chain [7]. - By the end of 2024, Estun will have established 75 business outlets globally, with the completion of its Poland factory, creating a supply chain structure that includes three overseas and five domestic production bases [7]. - The shift from following to surpassing foreign brands reflects the robust competitiveness of China's robot industry [7]. Group 4: Market Transformation - The transformation in the Chinese robot market is driven by high quality, high-value scenarios, and the integration of intelligent technologies, shifting industrial robots from mere programming devices to self-judging equipment [9]. - This evolution allows for the realization of flexible production advantages in multi-category, small-batch manufacturing, leveraging the universal applicability and low entry barriers of AI technology [9].