ESTUN AUTOMATION(SZ:002747) 机器人圈·2025-10-09 10:11Core Viewpoint - The article highlights the significant growth and market leadership of Estun Automation in the Chinese industrial robot market, emphasizing its technological advancements and strategic initiatives that have contributed to its success [1][3][8]. Market Position and Performance - In the first half of 2025, Estun ranked first in China's industrial robot market with a market share of 10.5%, marking it as the largest domestic supplier by shipment volume [1]. - The domestic market's localization rate for industrial robots increased to 55.3%, up approximately 5 percentage points from the entire year of 2024 [1]. Technological Advancements - Estun has introduced a new open control platform, NGC, and the ERI (Estun Robot Interface) at the Automatica exhibition in Germany, which supports real-time communication and multi-robot collaboration [4]. - The platform's open nature enhances deployment efficiency in complex production lines, particularly in tasks requiring perception and adaptability, such as welding and grinding [4]. Solution Development - Estun has developed a comprehensive "horizontal + vertical" solution system, achieving full process coverage in metal processing, including casting, stamping, bending, welding, grinding, and spraying [5]. - The company’s solutions are now widely applied in various industries, including home furnishings, building materials, and home appliances, with a growing presence in high-end automotive manufacturing [5][6]. Global Expansion Strategy - Estun is accelerating its global production and service network, having established 75 business locations worldwide by the end of 2024 [7]. - The company’s new production base in Poland, along with acquisitions of overseas companies, supports a localized operational model aimed at enhancing responsiveness to global customer needs [7]. Market Trends - The Chinese industrial robot market is witnessing three main trends: the integration of AI and edge intelligence, a shift from broad application to deep implementation, and increasing competitiveness among domestic manufacturers [8]. - Leading companies like Estun are transitioning from price competition to value competition, focusing on system solution capabilities rather than just individual machine performance [8].