埃斯顿连续八年保持中国机器人市场第一

Core Insights - Estun Robotics continues to lead the Chinese market in 2025 with a market share of 10.6%, achieving a year-on-year shipment growth of 25%, contributing to a domestic market share of over 56% in industrial robots [1] - Chinese autonomous robot brands, represented by Estun, are officially leading the market into a new development phase [2] Group 1: High-Quality Growth - In 2025, AI and robotics technology are increasingly integrated, with Estun achieving both quantity and quality growth, moving out of industry competition and back to a high-quality growth path [3] - The Chinese robot market is stabilizing and recovering in price, with several manufacturers, including Estun, announcing price adjustments starting in the second half of 2025, indicating a return to healthy competition [3] - Estun's focus on vertical industry solutions has led to significant breakthroughs in the automotive sector, with applications in automotive parts and assembly, gaining traction with leading companies like BYD and Seres [3] Group 2: Product Upgrades and AI Integration - Estun has maintained its position as the top domestic robot brand for eight consecutive years, with its collaborative robot brand, Cozmo, experiencing over 270% shipment growth, making it the fastest-growing collaborative robot brand [6] - The company has developed a comprehensive technology stack, including automation components, industrial robots, collaborative robots, and AI-driven intelligent robots [6] - The launch of the new iER.OS operating system and the RoboBase platform marks a significant advancement in industrial intelligent applications, enhancing cross-platform development capabilities and real-time control [9] Group 3: International Expansion - Estun is entering an accelerated phase of international expansion in 2026, becoming the first Chinese robot brand with a full range of functional safety certification [10] - The company is focusing on building core benchmark application scenarios and partner ecosystems in various industries across Europe, ASEAN, and South America [10] - Estun is establishing a global production and supply system, with the completion of a factory in Poland and a network of 12 production and application experience centers, alongside 75 service points [15]