Core Viewpoint - The underwater robotics market is experiencing explosive growth, with the global market expected to reach $7.85 billion by 2024, driven by advancements in technology and increasing applications in various sectors [1][3]. Market Overview - The underwater robotics market in China is projected to grow at a compound annual growth rate (CAGR) of 28.3%, surpassing the global average, and is expected to exceed $10.33 billion by 2030 [3]. - North America leads the global market with a size of $3 billion, while China follows closely with a market size of $2.35 billion, accounting for 30% of the global market [1]. Product Segmentation - Underwater robots can be categorized into consumer-grade and industrial/military-grade robots, with industrial and military products dominating the high-end market [5]. - Applications include marine exploration, underwater rescue, resource development, and ecological protection, with notable implementations in various sectors such as marine ranching and oil and gas [5][8]. Industry Chain - China's underwater robotics industry chain has formed a complete closed loop from hardware research and development to complete machine manufacturing and application scenarios [5]. - The upstream includes core hardware and technology system development, while the midstream focuses on complete machine manufacturing, and the downstream encompasses applications in marine engineering, aquaculture, scientific research, and environmental monitoring [8]. Technological Advancements - Domestic components such as microcontrollers, high-precision thrusters, and multi-beam sonar are gradually replacing imports, enhancing efficiency by 40% [8]. - Companies like Tianhai Defense have established modular production systems, achieving significant operational records in the South China Sea [8]. Policy Support - The Chinese government emphasizes the development of the underwater robotics industry through policies like the "14th Five-Year Plan," which includes setting up special funds and providing tax incentives [10][11]. - Local governments are actively attracting investment in underwater robotics, which is seen as a key area for upgrading local manufacturing and enhancing regional competitiveness [11]. Leading Companies - Tianhai Defense is a leading player in the underwater robotics sector, with a reported revenue of 3.945 billion yuan in 2024, showcasing strong technical research and market application capabilities [15][20]. - The company has a significant market share in the civil sector, with its "Haixun" series AUV and 3000-meter ROV leading in operational capabilities [19][20]. Market Demand Structure - The marine engineering sector represents the highest demand for underwater robots, accounting for 35% of the market, driven by increasing activities in deep-sea mining [21]. - The aquaculture sector follows with a 20% share, where underwater robots monitor water quality parameters to ensure healthy growth of aquatic organisms [21][23]. Regional Insights - As of May 2025, there are over 200 active companies in China's underwater robotics sector, with Guangdong province having the highest concentration of approximately 49 companies [26]. Future Outlook - Experts predict that underwater robots will accelerate the digital transformation of the marine development industry, with significant opportunities in deep-sea mining, environmental monitoring, and marine scientific research [29].