机器人减速器产品产量猛增1.2倍
21世纪经济报道·2025-10-20 15:46

Core Viewpoint - The industrial value-added growth in China shows a positive trend, with significant contributions from the equipment manufacturing and high-tech manufacturing sectors, indicating a successful transformation driven by innovation and improved downstream demand [1][5][10]. Group 1: Industrial Growth Data - From January to September, the industrial value-added of large-scale industries increased by 6.2% year-on-year, with equipment manufacturing growing by 9.7% and high-tech manufacturing by 9.6% [1][5]. - In September, the industrial value-added grew by 6.5% year-on-year, and by 0.64% month-on-month [4]. - The contribution rates of the automotive, electrical machinery, and electronics industries to the overall industrial growth were 11.0%, 11.0%, and 17.1%, respectively [5][6]. Group 2: Product Performance - The production of robot reducers surged by 120%, while industrial robots and service robots saw production increases of 29.8% and 16.3%, respectively [2][8]. - The production of high-end equipment products, such as generator sets and railway locomotives, also experienced significant growth, with increases of 51.1%, 19.0%, and 16.6% [5][6]. Group 3: Structural Optimization - The equipment manufacturing sector is undergoing structural optimization, moving towards high-end products, with a notable increase in the production of smart drones and smart vehicle-mounted devices, which grew by 59.9% and 25.1% [6][8]. - The high-tech manufacturing sector's value-added growth contributed 24.7% to the overall industrial growth, with significant increases in integrated circuit manufacturing and biopharmaceuticals [6][9]. Group 4: Future Outlook - The ongoing new-type industrialization and the integration of technology and industry are expected to continue driving growth, despite potential risks from external factors such as geopolitical conflicts and trade tensions [9][10]. - The macroeconomic policies are expected to support stable industrial growth, with new initiatives aimed at boosting key industries [10].