中金 | 水下机器人：开启深海经济新时代

Core Viewpoint - The underwater robotics market in China is expected to experience rapid growth driven by government policies and technological advancements, with the market projected to reach $14 billion by 2024 and $140 billion by 2030, reflecting a CAGR of approximately 46.27% [5][15]. Market Overview - The global underwater robotics market is anticipated to grow from $9.4 billion in 2024 to over $60 billion by 2030, with a CAGR of around 36.30% [5][13]. - In 2024, the application structure of China's underwater robotics market will be dominated by marine engineering (35%), aquaculture (20%), scientific research (10%), and underwater entertainment (10%) [5]. Technology Development - Underwater robots are categorized into ROVs, AUVs, and ARVs, with AUVs expected to account for 51% of the global market by 2024 [5][8]. - The technology barriers for underwater robots are high, with a trend towards lightweight, integrated, and intelligent designs [6][27]. Industry Participants - Key players in China's underwater robotics sector include research institutions like the Shanghai Jiao Tong University Underwater Engineering Research Institute and private companies such as Deep Blue and Boya Engineering [5][41]. - The industrial-grade underwater robots dominate the market, accounting for about 90% of the total market share in China [19]. Product Classification - Underwater robots can be divided into industrial-grade and consumer-grade categories, with industrial-grade robots used for tasks like underwater inspections and scientific research, while consumer-grade robots cater to recreational activities [11][22]. Special Applications - Special underwater unmanned vehicles are emerging as crucial components in marine defense, with advancements in long-endurance and deep-sea capabilities [24]. Material and Design - The materials used in underwater robots are evolving to meet high demands for corrosion resistance, lightweight, and structural integrity, with titanium alloys and composite materials being preferred [28][32]. Power and Propulsion Systems - The propulsion systems of underwater robots are critical for operational efficiency, with various technologies such as propellers, hydraulic systems, and magnetic fluid propulsion being utilized [34]. Communication and Navigation - Sonar systems are essential for underwater robots, facilitating communication, navigation, and detection tasks [35].