最新动态速览！世界机器人大会看点多

Core Viewpoint - The 2025 World Robot Conference showcased over 1,500 exhibits from more than 200 domestic and international robot companies, highlighting the latest technological achievements and industry solutions in robotics [1] Group 1: Industry Trends - The global industrial robot installation volume decreased by 3% last year, totaling approximately 523,000 units, with declines in Asia (2%), Europe (6%), and the Americas (9%). In contrast, China is the only market showing growth, with an expected increase of 5% in 2024, reaching around 290,000 units [5] - China's share of the global industrial robot market is projected to rise from 51% in 2023 to 54% in 2024, maintaining its position as the largest industrial robot market for 12 consecutive years [5] - The production of industrial robots in China has surged from 33,000 units in 2015 to an estimated 556,000 units in 2024, while service robot production reached 10.52 million units, marking a year-on-year growth of 34.3% [5] Group 2: Technological Developments - The founder of Yushu Technology, Wang Xingxing, emphasized that the current limitations in humanoid robots stem from insufficient embodied intelligence AI, which restricts large-scale applications [3] - The development of humanoid robot AI is likened to the early years before the emergence of ChatGPT, indicating that the industry is on the verge of a breakthrough within the next 1 to 5 years [3] - Yushu Technology aims to create versatile humanoid robots applicable in various scenarios, including factories, performances, and homes, rather than being limited to single-use cases [3] Group 3: Exhibits and Innovations - JD.com, as the exclusive global strategic partner, announced a plan to invest over 10 billion yuan in the smart robot sector, aiming to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [7] - The conference featured innovative products such as the humanoid robot R1, priced at 39,900 yuan, capable of complex actions like punching and running, showcasing advancements in multi-modal AI integration [8] - The National and Local Joint Human-Robot Innovation Center presented the "Qinglong" humanoid robot product matrix, including the first full-size open-source humanoid robot, indicating significant progress in domestic robotics innovation [10] Group 4: Industry Chain Insights - The humanoid robot industry involves over 100 companies across various components, including reducers, dexterous hands, actuators, motors, sensors, chips, and controllers, with many listed companies participating in the market [11] - Long-term industry growth is anticipated due to optimization of the supply chain and enhancement of global competitiveness, with a focus on core components and application scenarios like logistics and healthcare [13]