全球工业机器人市场遇冷，中国逆势增长成最大亮点

Core Viewpoint - The industrial robot market is facing challenges in 2024, with a global decline in new installations and significant regional disparities, particularly highlighting China's growth amidst a global downturn [3][4]. Group 1: Global Market Trends - In 2023, global industrial robot installations decreased by 3% to approximately 523,000 units, with Asia down 2%, Europe down 6%, and the Americas down 9% [3]. - The automotive industry has seen a significant decline, while the electronics sector experienced slight growth. Other industries such as metals, machinery, plastics, chemicals, and food are in a growth phase [3]. Group 2: China's Market Performance - China is projected to install around 290,000 industrial robots in 2024, marking a 5% increase and raising its global market share from 51% in 2023 to 54% [3]. - The structure of installations has shifted, with general industrial applications rising from 38% five years ago to 53%, while the electronics sector's share dropped from 45% to 28% [3][4]. - China remains the largest industrial robot market globally for 12 consecutive years, with sales expected to reach 302,000 units in 2024 [4]. Group 3: Regional Comparisons - Japan's industrial robot installations fell by 7% to 43,000 units, with only the automotive sector showing an 11% increase [6]. - The U.S. market shrank by 9%, with the automotive sector contributing nearly 40% of installations [6]. - Europe experienced a 6% decline but still achieved a historical second-highest installation level at 86,000 units, with plastics, chemicals, and food industries emerging as new growth areas [6]. Group 4: Industry Innovations and Future Trends - The integration of artificial intelligence and advancements in digital twin technology are expected to enhance human-robot interaction and reshape production processes [6]. - The logistics and material handling sectors are anticipated to be early adopters of humanoid robots, with construction, laboratory automation, and warehousing also accelerating robot penetration [6].