| べ 2€25世界机器人大会 C WORLD ROB 0 T CONFERENCE | | --- | | 论坛义和 | | 篇章 产业发展 | | 时间：8月9日 09:00-12:00 (上午场) | | 时间 | 会议内容 | | --- | --- | | 14:00-14:10 | 发布北京市机器人"双百工程"成果 | | | 姜广智 北京市经济和信息化局局长 | | 14:10-14:20 | 发布具身智能社会实验计划 | | | 王磊 北京经济技术开发区管理委员会主任 | | 14:20-14:50 | 北美机器人市场关键趋势与新兴机遇洞察 Key Trends and Insights into Emerging Opportunities in the North American Robotics Market | | | Jeff Burnstein 美国自动化促进协会主席 | | 14:50-15:20 | 日本具身智能的发展 Embodied Intelligence development in Japan | | | Toshio Fukuda 中国科学院外籍院士, | | | ...

Investment Rating - The report indicates a positive outlook for the discrete automation market in China, with an expected market growth rate of 3.2% in 2025 and a compound annual growth rate (CAGR) of 7.5% over the next five years [24][50]. Core Insights - The discrete automation market is projected to recover starting in 2025, driven by both domestic and international demand, with significant growth expected in emerging industries such as industrial robotics and flexible production lines for new energy vehicles [24][37]. - The market is characterized by a shift towards digitalization and integration, with a focus on high-quality development [24][50]. - The competitive landscape is evolving, with domestic players gaining market share and increasingly replacing foreign brands, particularly in the mid to low-end segments [55]. Summary by Sections Market Size and Trends - The discrete automation market in China is expected to grow significantly, with a market size projected to reach 230 billion yuan by 2030, reflecting a CAGR of 7.5% from 2025 to 2030 [50]. - The market is anticipated to experience a recovery starting in 2025, with internal and external demand driving growth [24][50]. Product Segmentation - Key product segments include low-voltage motors, industrial sensors, low-voltage frequency converters, and machine vision systems, with varying growth rates and market dynamics [27][30]. - The low-voltage motor segment is expected to maintain a high market share, while machine vision is projected to grow significantly due to new application scenarios [27][30]. Competitive Landscape - The report highlights the dominance of foreign brands in high-end markets, while domestic brands are rapidly increasing their market share, particularly in low to mid-range products [55]. - Major players include Siemens, Huichuan, ABB, and Mitsubishi, with Huichuan being the leading domestic brand [31][32]. Emerging Industries - The report identifies significant growth potential in emerging industries such as humanoid robotics and low-altitude aircraft, with substantial market opportunities expected in the coming years [42][46]. - The humanoid robotics market is projected to expand as technology advances and costs decrease, driven by collaboration among traditional industrial robot manufacturers and AI companies [45]. Localization and Market Dynamics - The localization process in the discrete automation market is accelerating, with domestic manufacturers increasing their presence and capabilities in various product segments [30][55]. - The report notes that foreign brands are adapting to local market conditions by enhancing their product offerings and localizing production [55].

Summary of China Industrial Robot & Automation Landscape (2Q25) Industry Overview - The total industrial automation (IA) market experienced a decline of -2% year-over-year (yoy) in 2Q25, with project and OEM markets declining by -3% and remaining flat at 0% respectively. Expectations for 3Q and 4Q25 are -1% and -2% yoy, with the full year projected to remain soft at -1% yoy [4][26][27]. Key Market Insights - Total industrial robot (IR) unit sales reached 86,000 in 2Q25, marking a significant increase of +20% yoy and +12% quarter-over-quarter (qoq). This performance improved compared to 1Q25, which saw +12% yoy and -1% qoq growth [4][26]. - Domestic brands captured 54% of the total IR market share, an increase of +4 percentage points (pp) both qoq and yoy. Domestic sales volume surged by +30% yoy and +20% qoq, significantly outpacing overseas brands, which grew by +10% yoy and +3% qoq [4][26][39]. Company Performance - **ESTUN** maintained its position as the market leader in industrial robots with an 11% market share, reflecting a +44% yoy and +15% qoq sales volume growth [4][39]. - **Inovance**, ranked 4th overall with a 7% market share, experienced flat sales volume yoy and a -6% qoq decline, although it gained market share in 6-axis robots [4][39]. - In the small 6-axis robot segment, ESTUN ranked 2nd with a 10% market share, while Inovance gained to 4th place with a 7% share, showing a remarkable +105% yoy sales volume increase [4][40]. Segment Performance - The strongest growth in robot types was seen in Cobots (+52% yoy), Large 6-axis (+21% yoy), and Small 6-axis (+18% yoy). SCARA robots grew by +10% yoy, while Delta robots showed modest growth of +4% yoy [4][26][35]. - By end-market, sectors such as Electronics, Auto parts, and Lithium battery showed strong double-digit yoy growth, while the Solar sector underperformed significantly with a -24% yoy decline [4][35]. Component Market Insights - Inovance maintained its 1 ranking in Servo with a stable 34% market share and increased its share in Low Voltage Inverter to 25% (+3pp yoy) [4][26]. - Inovance also broke into the top 5 for Large PLCs, securing the 4th position as the sole domestic player with a 6% market share [4][26]. Competitive Landscape - The competitive landscape indicates that domestic players are gaining ground against international competitors, with notable market share shifts observed in various segments [4][39]. - The overall market share for domestic brands in industrial robots increased to 54%, while overseas brands saw a decline to 46% [4][39]. Conclusion - The China industrial robot and automation market is witnessing a significant shift towards domestic brands, driven by strong sales growth and market share gains. The overall market remains under pressure, but certain segments and companies are performing exceptionally well, indicating potential investment opportunities in the domestic industrial automation sector [4][26][39].

Core Insights - The A-share technology sector shows divergence, with significant adjustments in cloud computing, data, and software sectors, while gaming and robotics on the application side perform well [1] - The 2025 World Robot Conference emphasizes innovation and industry chain collaboration, featuring over 220 domestic and international robot companies, with a record number of humanoid robot manufacturers [1] - China Galaxy Securities highlights that artificial intelligence is driving growth in the communication industry, particularly in hardware, and the computing power sector remains in a rapid development cycle [1] Group 1 - The AI ETF (515070) saw a notable increase, with stocks like Ecovacs Robotics rising over 8%, and other companies such as Zhongke Xingtu, Roborock, and 37 Interactive Entertainment also experiencing gains [1] - The World Robot Conference showcased over 1,500 exhibits, including humanoid robots, quadruped robots, rescue robots, inspection robots, collaborative robots, and over 100 new products launched [1] - The computing power sector is expected to continue its rapid growth, driven by competition for traffic entry points and a broad application market, with increasing demand for computing power as a foundational requirement [1] Group 2 - Related products include AI ETF (515070), the ChiNext AI ETF (159381), and the Huaxia CSI AI Theme ETF Connect A (008585) [2]

转自：环球网 梁靓介绍，北京经济技术开发区将在本届世界机器人大会期间同步举办"E－Town 机器人消费节"。首 届"E－Town机器人消费节"以"Robo惠购，亦庄必Go！"为主题，由"体验4大消费场景＋构建4大服务体 系"构成，地点涵盖北京亦创国际会展中心、机器人大世界以及北京亦庄龙湖天街、大族广场等6大商 圈。活动对象包括企业端用户、线下消费用户、线上消费者等，打造机器人购物体验、特色餐饮、文创 产品、打卡活动等服务体系。通过举办机器人消费节，塑造具有亦庄特色的机器人消费IP，激发企业端 与消费端双向活力，实现活动影响力与消费转化的双重提升。 8月2日，2025世界机器人大会新闻发布会在北京召开。全国政协常委、致公党中央副主席、全国妇联副 主席、工业和信息化部原副部长、中国电子学会理事长徐晓兰出席发布会并介绍世界机器人大会举办十 年的情况。中国电子学会理事会党委书记、中国人形机器人百人会理事长张峰介绍中国人形机器人百人 会工作情况。中国电子学会副理事长兼秘书长、总部党委书记陈英发布2025世界机器人大会议程。北京 经济技术开发区管委会副主任梁靓介绍E－Town机器人消费节相关情况。发布会由中国电子学会副秘 ...

专题：2025世界机器人大会：AI大模型赋能机器人与具身智能产业新范式交流活动 来源：世界机器人大会 8月2日，2025世界机器人大会新闻发布会在北京召开。全国政协常委、致公党中央副主席、全国妇联副 主席、工业和信息化部原副部长、中国电子学会理事长徐晓兰出席发布会并介绍世界机器人大会举办十 年的情况。中国电子学会理事会党委书记、中国人形机器人百人会理事长张峰介绍中国人形机器人百人 会工作情况。中国电子学会副理事长兼秘书长、总部党委书记陈英发布2025世界机器人大会议程。北京 经济技术开发区管委会副主任梁靓介绍E-Town机器人消费节相关情况。发布会由中国电子学会副秘书 长王天虹主持。 徐晓兰介绍世界机器人 大会举办十年的情况 张峰介绍中国人形机器 人百人会工作情况 徐晓兰表示，今年是习近平总书记向首届世界机器人大会致贺信十周年。十年来，世界机器人大会已成 为全球机器人领域的"创新引领盛会" "产业促进盛会" "应用推广盛会" "国际合作盛会"，推动机器人在 四个方面实现了新突破。一是科技创新突破。2024年，我国机器人专利申请量占全球机器人专利申请总 量的2/3。机器人核心零部件形成丰富的自有产品谱系。机器人 ...

徐晓兰介绍世界机器人大会举办十年的情况 徐晓兰 表示， 今年是习近平总书记向首届世界机器人大会致贺信十周年。十年来，世界机器人大会已成为全球机器 人领域的 " 创新引领盛会 " " 产业促进盛会 " " 应用推广盛会 " " 国际合作盛会 " ，推动机器人在四个方面实现了 新突破。 一是 科技创新突破。 2024 年，我国机器人专利申请量占全球机器人专利申请总量的 2/3 。机器人核心 2025 世界机器人大会新闻发布会在京召开 8 月 2 日， 2025 世界机器人大会新闻发布会在北京召开。全国政协常委、致公党中央副主席、全国妇联副主席、 工业和信息化部原副部长、中国电子学会理事长徐晓兰出席发布会并介绍世界机器人大会举办十年的情况。中国电子 学会理事会党委书记、中国人形机器人百人会理事长张峰介绍中国人形机器人百人会工作情况。中国电子学会副理事 长兼秘书长、总部党委书记陈英发布 2025 世界机器人大会议程。北京经济技术开发区管委会副主任梁靓介绍 E- TOWN 机器人消费节相关情况。发布会由中国电子学会副秘书长王天虹主持。 陈英介绍， 2025 世界机器人大会 主论坛 设置 " 产业发展 " " 创新应用 ...

Core Points - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, focusing on making robots smarter and bodies more intelligent [1] - The conference will feature a main forum with three chapters: industrial development, innovative applications, and technology integration [2] - Over 200 domestic and international robot companies will showcase more than 1,500 exhibits, with a 25% increase in participating companies compared to last year [3] Group 1: Conference Overview - The conference will include an opening ceremony, forums, an exhibition, competitions, and closing ceremonies [1] - The main forum will take place from August 9 to 11, featuring leaders from government and industry, as well as international experts sharing insights on global robot industry trends [2] - The exhibition will feature three main pavilions: innovation, application, and technology, with a significant number of new product launches [3] Group 2: Competitions and Events - The competition segment will include the Inclusive Robot Challenge, BCI Brain-Controlled Robot Competition, and a Youth Robot Design Competition, with over 10,000 participants from more than 10 countries [4] - The venue will undergo significant upgrades, including a newly designed reception area for the conference [5] Group 3: E-Town Robot Consumption Festival - The "E-Town Robot Consumption Festival" will be held concurrently, marking the world's first robot consumption festival [6] - The festival will feature four major consumption scenarios and service systems, targeting both enterprise and consumer users [7]

Core Insights - The 2025 World Robot Conference will be held from August 8 to 12 in Beijing, featuring over 200 domestic and international robot companies showcasing more than 1,500 exhibits, including over 100 new product launches [1][3] - The theme of this year's conference is "Making Robots Smarter and Bodies More Intelligent," supported by 28 international organizations, marking a record high in international participation [1][3] Industry Overview - The World Robot Conference has become a leading event for innovation in the global robotics field over the past decade, with China accounting for two-thirds of global robot patent applications in 2024 [3] - China continues to solidify its position as the largest industrial robot market for 12 consecutive years and is the world's largest robot producer, with industrial robots now applied across 71 major sectors of the national economy [3] - The density of robots in the manufacturing sector has risen to the third highest globally [3] Conference Structure - The main forum will cover three key areas: "Industry Development," "Innovative Applications," and "Technology Integration," featuring over 400 top scientists, international organization representatives, academicians, and entrepreneurs [3] - The exhibition will include three main pavilions: Innovation Pavilion, Application Pavilion, and Technology Pavilion, showcasing cutting-edge products from leading companies such as ABB, KUKA, and others [3] Competitions and Events - The conference will host three major competitions: the Inclusive Robot Challenge, BCI Brain-Controlled Robot Competition, and Youth Robot Design Competition, with over 6,000 teams and 10,000 participants from more than 10 countries [4] - A total of 31 activities will be organized around themes such as innovative applications of robots, international cooperation, technological breakthroughs, standard testing, investment and financing, academic discussions, and talent cultivation in the industry [4] Human-Robot Interaction - The conference will feature 50 humanoid robot companies showcasing innovative applications in various sectors, including industrial manufacturing, medical care, and home services [5] - An "E-Town Robot Consumption Festival" will be held concurrently, offering a unique shopping experience and services for both online and offline consumers [5]

Core Viewpoint - The 2025 World Robot Conference aims to enhance global cooperation and innovation in the robotics industry, celebrating ten years of significant advancements in technology, industry development, application scenarios, and international collaboration [5][12]. Group 1: Conference Overview - The 2025 World Robot Conference will feature a main forum with three chapters: "Industry Development," "Innovative Applications," and "Technological Integration," with over 400 top scientists and representatives participating [9]. - The conference will include an exhibition with three main halls showcasing over 1,500 exhibits from more than 200 domestic and international robot companies, including over 100 new product launches [9]. - The event will host competitions such as the Inclusive Robot Challenge and the BCI Brain-Controlled Robot Competition, with participation from over 10 countries and 6,000 teams [9]. Group 2: Achievements in Robotics - Over the past decade, the World Robot Conference has become a leading event for innovation, industry promotion, application expansion, and international cooperation in robotics [5]. - In 2024, China accounted for two-thirds of global robot patent applications, solidifying its position as the largest industrial robot market for 12 consecutive years [5]. - The application of industrial robots has expanded to cover 71 major industries and 236 sub-industries, with China's robot density ranking third globally [5]. Group 3: Human-Robot Interaction and Standards - The establishment of the China Humanoid Robot Hundred Association aims to foster high-quality development in the humanoid robot industry, focusing on strategic research, policy support, and standardization [7]. - The association has identified 85 key projects for technological breakthroughs and is working on a framework for humanoid robot technology innovation [7]. - A standardization roadmap has been developed in collaboration with over 120 enterprises and research institutions, identifying 88 key standard requirements [7]. Group 4: E-Town Robot Consumption Festival - The E-Town Robot Consumption Festival will coincide with the World Robot Conference, featuring four consumption scenarios and service systems to enhance consumer engagement with robotics [11]. - The festival aims to create a unique robot consumption experience, promoting high-end manufacturing products to the general public [11]. - JD.com will serve as a strategic partner, providing a platform for showcasing various robot products aimed at enhancing everyday life [11].