机器人出海

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海外营收占比过半,机器人出海如何跨越安全槛
Di Yi Cai Jing· 2025-08-27 12:20
当安全与合规逐渐成为全球市场的"入场券",在技术创新之外,中国机器人企业还需要构筑安全壁垒,才有机会赢得海外竞争的主动权。 中国的机器人产品正在海外市场"攻城掠地"。8月27日,第一财经记者采访多家整机厂商了解到,部分机器人头部企业在海外的营收占比已经升至50%,在 产业链上,核心零部件也凭借价格和供应链迭代优势切入国际市场。 不过,记者了解到,由于行业发展尚未完全成熟,安全与隐私漏洞也成为部分初创企业切入海外市场的"隐形门槛"。当机器人走进商场、餐厅和家庭,海外 市场对其数据安全和运行可靠性的要求近乎"苛刻"。 为了防止漏洞,有企业已经开始尝试"用AI治理AI"。记者采访中信国际电讯(01883.HK)及旗下子公司中企通信等企业了解到,尽管AI的发展给企业带来 了更多出海机会,但数据安全、网络防护及法律合规等方面的风险,使企业对安全与漏洞管理的要求日益严苛。如今,已经有部分厂商利用AI工具,在设 备出厂前或运行过程中进行漏洞扫描与流量监测。 当安全与合规逐渐成为全球市场的"入场券",在技术创新之外,中国机器人企业还需要构筑安全壁垒,才有机会赢得海外竞争的主动权。 墙内开花,墙外香 在谈及机器人的海外业务时, ...
国产机器人出海“闯”市场(经济聚焦·中国品牌圈粉海外)
Ren Min Ri Bao· 2025-08-11 22:01
问题出在哪儿?企业团队跑遍东京的大街小巷想寻个究竟。调研中他们发现,当地的服务节奏较慢,要 求机器人的外观有亲和力,这背后是不同的文化审美差异。 最直接的问题是尺寸太大。国内流行的大体积机器人到了日本根本"走不动",过道转不过弯。 "我们在国内卖得很好的几款机器人,在这里几乎无处安放。"擎朗智能创始人李通说。团队需要从头开 始,设计一款"更适合日本"的机器人:体形小巧,穿行灵活,语音系统换成日语,屏幕上的动画表情还 能变换。 数据来源:工业和信息化部、海关总署等 版式设计:张芳曼 图为国产服务机器人在日本一家餐厅配送餐品。 擎朗智能供图 正午时分,日本八户市的一家烤肉店里,顾客络绎不绝,烤盘滋滋作响。一台送餐机器人稳稳地穿过紧 凑的餐桌过道,把刚出炉的餐点送到食客面前。"机器人送得稳稳当当,又干净又安全。"烤肉店店长不 由得赞叹。 这台送餐机器人来自中国上海擎朗智能科技有限公司。现在,它已成为烤肉店不可或缺的一员。因人力 成本居高不下、老龄化严重,日本越来越多酒店、饭馆等场所开始引入服务机器人,以弥补人力资源的 缺口。 5年前,擎朗智能开始进军海外市场,本以为凭借先进的技术储备能大干一场。但出人意料的是,日本 ...
从拼规模到拼技术、比质量、树品牌 国产机器人出海“闯”市场(经济聚焦·中国品牌圈粉海外)
Ren Min Ri Bao· 2025-08-11 21:39
正午时分,日本八户市的一家烤肉店里,顾客络绎不绝,烤盘滋滋作响。一台送餐机器人稳稳地穿过紧 凑的餐桌过道,把刚出炉的餐点送到食客面前。"机器人送得稳稳当当,又干净又安全。"烤肉店店长不 由得赞叹。 这台送餐机器人来自中国上海擎朗智能科技有限公司。现在,它已成为烤肉店不可或缺的一员。因人力 成本居高不下、老龄化严重,日本越来越多酒店、饭馆等场所开始引入服务机器人,以弥补人力资源的 缺口。 "很多调整听起来很小,但其实很难。"李通说。比如机器人的轮胎,客户反馈刹车后地板上会有黑色痕 迹。为了解决这个问题,企业团队一头扎进长三角地区的供应链,寻找厂家重新定制轮胎……这样的非 标零件迭代过程几乎每月都在发生。 擎朗智能目前在日本已经设立200多个技术支持点,确保常规故障能在2小时内响应,24小时内修复。 有一次,一家连锁餐厅的店员发现机器人传感器失灵了。报修后不到2小时,企业的技术服务人员就带 着一台备用机器人赶到现场。新机器人上线前,只需几分钟云端同步,就能接过前任留下的所有"记 忆",无须重新"培训"。工程师将故障机器人带回技术中心维修,整个流程干净利落。 "在日本雇一个服务员,成本可能很高;'雇用'机器人,只需 ...
中国机器人“真干活” 产业链条延伸“出海”在提速
Zheng Quan Ri Bao· 2025-08-10 16:47
2025世界机器人大会正在北京亦创国际会展中心如火如荼地举行。展馆内人流如潮,参观者摩肩接踵, 各大企业展台前挤满了来自全球的客商、投资人和技术专家。 这场科技盛会不仅展现了机器人技术的最新突破,更显现出行业发展的重要趋势,机器人正向复合式、 AI具身化、场景化加速演进。同时,中国机器人产业链"出海"进入新阶段。 向"全能型"机器人进化 "今年展位紧张,公司要订到去年的展出面积非常难,行业的火爆程度可见一斑。"上海清宝引擎机器人 有限公司(以下简称"清宝机器人")董事长王磊在大会上向《证券日报》记者表示。 与往届相比,今年大会上的机器人除了可以完成打拳击、跳舞、踢足球等更多高难度动作之外,还呈现 出多种形态与技术的复合发展趋势,可以在多场景应用、具有协作能力的"全能型"机器人成为主角。传 统分类界限被彻底打破,工业、服务、特种机器人加速融合,具备多任务处理能力的复合式解决方案大 放异彩。机器人已经从"各种花式整活"真正变为"真干活"。 专注于研发仿人机器人的清宝机器人,今年也在应用于多场景的复合式机器人方面持续发力。据了解, 公司研发的人形机器人已经在文旅、安保、直播、教育等多个领域落地,同时公司还正在积极布 ...
2025年中国泳池清洁机器人行业研究报告(下):中国企业出海,国产泳池机器人“游”向世界新蓝海
Tou Bao Yan Jiu Yuan· 2025-07-29 13:02
Investment Rating - The report does not explicitly provide an investment rating for the robotic pool cleaner industry Core Insights - The global demand for robotic pool cleaners is expanding, with 90% of the private pool market concentrated in Europe and the US, making it a strategic necessity for Chinese companies to expand internationally. Chinese firms possess advantages in product intelligence, supply chain, market entry, and cost-performance ratio [3][7][11] Summary by Sections Industry Status - The demand for automated pool cleaning is on the rise, particularly in the US, UK, Germany, Australia, Italy, France, Canada, and Spain. There is a differentiation in competition between basic models priced at $200-$400 and high-end models with smart IoT features priced above $800 [3][4] Background of Chinese Companies Going Global - The increasing interest in "robotic pool cleaner" indicates a growing demand for automation in pool maintenance. The report emphasizes that the international expansion of Chinese pool cleaning robot companies is an inevitable strategic path [3][4] Outbound Companies - The leading brands in the outbound market include Yuanding Intelligent, followed by Wangyuan Technology, Seauto, Xingmai Innovation, Zhicheng Power, and Langyong Future. Yuanding Intelligent and Zhicheng Power cover the low, mid, and high-end markets, while Wangyuan Technology focuses on the mid-low end [4][21] Outbound Strategies - Chinese companies are transitioning from ODM to OBM, enhancing brand recognition globally through localized branding. They adopt a differentiated product strategy focusing on intelligent design and modularity to penetrate the market and improve after-sales service [5][30] Advantages of Chinese Companies - Chinese robotic pool cleaner companies have a "head start" in product intelligence, with the industry evolving towards wireless, intelligent, lithium battery-powered, and lightweight products. The core competitiveness is shifting from hardware to software algorithms and system integration capabilities [7][8] Sales Channels - The primary sales channels for robotic pool cleaners are e-commerce platforms, which facilitate direct consumer engagement and global market penetration. Companies like Yuanding Intelligent have entered over 7,000 mainstream retail stores in Europe and the US [9][10] Competitive Landscape - The global market is not dominated by major European and American brands, with the leading competitors being companies from Israel and Spain. This presents a relatively lower competitive pressure for Chinese companies entering the market [10][11] Price Competitiveness - The average price of Chinese robotic pool cleaners is around $300, significantly lower than the global average of approximately $600, providing a cost-performance advantage [11][13] Brand Hierarchy - The report categorizes Chinese outbound brands into three tiers: - Tier 1: Yuanding Intelligent - Tier 2: Wangyuan Technology, Seauto, Xingmai Innovation, Zhicheng Power, Langyong Future - Tier 3: Dejing Intelligent, Mulin Intelligent [21][22] Product Strategy - Chinese companies are focusing on differentiated product positioning across economic, mid-range, and high-end markets, with an emphasis on intelligent features and modular designs to enhance after-sales service [30][31]
白热化!国产协作机器人市占率超九成,“出海”成为必选题
2 1 Shi Ji Jing Ji Bao Dao· 2025-07-29 07:00
Group 1 - The ongoing World Artificial Intelligence Conference showcases various types of robots, reflecting the development status of China's robotics industry [1] - By 2024, the sales volume of collaborative robots in China is projected to reach 40,000 units, representing a year-on-year growth of 27.39% [1] - Domestic six-axis and above collaborative robots are expected to sell 34,000 units in 2024, with a year-on-year increase of 29.28% [1] Group 2 - The market share of domestic six-axis and above collaborative robots is expected to rise from 89.04% in 2023 to 90.25% in 2024, indicating a 1.21 percentage point increase [2] - The number of global collaborative robot manufacturers is around 130, with a noticeable decrease in new entrants as market competition intensifies [2] - Price wars among domestic manufacturers are becoming common, leading to predictions of a faster decline in average prices for collaborative robots in the coming years [2] Group 3 - Chinese collaborative robot companies are increasingly considering international expansion, targeting regions with low labor efficiency such as ASEAN and Japan [3] - Companies like Faou Robotics are adopting a global strategy, covering markets in over 40 countries, which aids in compliance for local production [3] - Different pricing strategies are employed in domestic and international markets, with a focus on cost-performance in the competitive domestic landscape [3] Group 4 - Collaborative robots are expanding beyond industrial applications into commercial settings, as seen in their use for coffee preparation at the World Artificial Intelligence Conference [4] - Leading domestic companies like Aobo Intelligent and Faou Robotics are exploring applications in commercial consumption, healthcare, and education [4]
1ms,埃斯顿ERI实时控制解决方案,打造机器人高端应用壁垒!
机器人大讲堂· 2025-07-04 02:26
Core Viewpoint - The article highlights Estun's advancements in high-end robotics, particularly through the introduction of the ERI (Estun Robot Real-Time Interface), which signifies a leap in the capabilities of domestic robots, enabling them to meet complex application demands and improve performance in various intelligent scenarios [1][4][12]. Group 1: High-End Robotics Development - In recent years, high-end robotics in research has predominantly relied on foreign brands due to their advanced external control interfaces, which allow for real-time adjustments and flexible path planning [2][3]. - Domestic robots often struggle with real-time performance, leading to lost orders in applications requiring high precision and responsiveness, such as welding and coating [2][3]. Group 2: ERI Solution Overview - ERI is designed to address the limitations of domestic robots by providing a real-time, universal external control interface, enabling users to guide robot actions and output status information for process control [4][5]. - The ERI solution supports high-precision control and simplifies system integration, reducing development time and costs associated with adapting to different sensors [5][7]. Group 3: Advantages of ERI - ERI offers robust secondary development capabilities with a rich SDK, supporting multiple programming languages and real-time control features, which cater to complex application needs [7][9]. - The solution enables real-time external control for various applications, including academic research and advanced manufacturing processes, enhancing the flexibility and efficiency of robotic systems [7][9]. Group 4: Practical Applications of ERI - ERI facilitates high-precision data flow and real-time path correction, making it suitable for demanding production environments that require strict control over precision and speed [9][11]. - The interface allows for the integration of multiple external sensors, enhancing the robot's ability to perform complex automated processes, such as online welding and precise coating control [11][12]. Group 5: Future Prospects - Estun is actively expanding its market presence internationally, targeting regions such as Europe, America, the Middle East, and Southeast Asia, with a focus on developing high-end, differentiated products [12].
机器人成出海新势力,国际化要跨几道关?
机器人圈· 2025-05-09 09:18
5月8日,由上海市数据局指导,中企通信、上海电信、上海联通、上海移动等七家龙头企业共同发起的智能终端 出海服务创新联合体已经正式揭牌。记者采访中企通信数据科学及创新高级总监詹东东后了解到,随着中国智能 终端出海形式不断变化,企业在出海的过程中将会面临本地化、安全保障等多个挑战。 云深处相关负责人也曾透露,在过去的三年当中,云深处机器人产品的海外营收和业务占比都在增长。除了标准 化的应用方案直接"迁移"至出海场景外,云深处也在进行本地化服务,与海外合作方共同解决部署、培训和售后 的问题。 中国机器人出海,除了赚钱,还有一个重要的目的。"企业能够借助更多开发者的力量,来不断完善、迭代自身的 产品。"中关村物联网产业联盟副秘书长袁帅向第一财经指出,部分机器人企业在向海外C端开发者售卖的时候, 也会同步开源。开源使得代码能够被广泛的开发者查看、使用和改进。不同背景、不同专业领域的开发者可以基 于开源代码进行二次开发和创新,从不同角度提出新的想法和解决方案。 根据此前官方公布数据,面向全球的开发者协作平台GitHub在两年前就已经有了1亿名开发者。第一财经记者梳理 看到,智元机器人、傅利叶、宇树等国内的人形机器人企业均 ...
机器人最强出海竟然是这四类?最后一种你绝对想不到
机器人大讲堂· 2025-05-01 10:54
机器人作为新领域,企业通过融资来的钱卷入价格战,必然导致品质妥协和研发创新停滞,通过微创新 + 性价比出海,切更大的市场蛋糕,正成为国产机器人企业近年来快速发展的秘诀。 一般而言,目前机器人企业出海分为三种类型, 一是制造能力出海,即 ODM 和 OEM ;二是服务出 海,即跟随服务的客户出海;三是品牌出海,也就是自有品牌的产品出海。 由于全球市场尚属空白,中 国新兴机器人企业目前大多正采取第三种出海方式,未来随着地缘政治争端加剧,在海外建立公司通过 第一种方式出海的情况也有望增多。 本文盘点了近年来出海并取得成绩的机器人创新领域。 ▍ 泳池清洁机器人 泳池机器人无疑是近年来出海的大热门,其赛道相对并不拥挤,商业化反馈明确,是除了人形机器人之 外融资火热的另一条机器人支线。 最典型的就是资本近两年仍然在持续加注该赛道。例如近期,泳池机器人一哥 " 元鼎智能 " 宣布完成新 一轮近 10 亿元人民币 的战略融资。 投资人中,最引人瞩目的无疑是 Fluidra 也参与进来,这个 全球 泳池行业巨头 ,目前 业务遍及 47 个国家,拥有 36 家全球工厂和超过 130 多个销售分支机构 , 元 鼎智能 有望 借助 ...