热门赛道，最新研判

Core Viewpoint - The global robotics industry is experiencing significant growth driven by technological breakthroughs, policy support, capital influx, and increasing labor shortages, presenting new opportunities for economic development [1][3][4]. Group 1: Industry Growth and Trends - The robotics industry is expected to create new opportunities for global economic development, with robot density and industrial intelligence levels becoming core indicators of national competitiveness [3]. - The global robotics market is projected to reach $14.8 billion, with service robots dominating, and a compound annual growth rate (CAGR) of 9.37% expected [4]. - In the first quarter of 2025, Asia's robotics revenue showed single-digit growth, but order volumes increased at a double-digit rate, indicating strong future growth potential [4]. Group 2: Globalization and Market Positioning - Companies in the embodied intelligence sector should position themselves as global entities from inception, adapting products to meet local market demands [6][7]. - The importance of product localization is emphasized, with examples of hardware needing adjustments to fit specific market requirements, such as size and functionality in Singapore [6]. - The focus on actual application value and long-term reliability is crucial for success in international markets, as demonstrated by companies that have achieved certifications for their products [6][7]. Group 3: Challenges and Strategies - The global labor shortage presents a significant challenge, with embodied intelligence seen as a solution for high-risk or repetitive tasks [6]. - Building brand reputation through academic contributions and open-source ecosystems is vital for enhancing global presence [7]. - Companies are adopting dual strategies in supply chain management, developing both domestic and imported product lines to navigate complex international supply chain environments [7].