随着全球工业正迎来具身智能的黄金时代，兼具感知、交互、决策的移动操作机器人作为工业具身智能 的核心载体，正在汽车制造、3C电子、半导体、新能源等行业加速应用，成为推动产业升级的中坚力 量。 位于南方电网广东广州供电局的一座220千伏变电站高压室内，全球首台双臂协作巡操机器人"钧仪"正 在进行高危环境下的巡检操作，通过高精度的双臂协作多线程并行作业，完成开关柜巡检、按钮操作、 手柄切换等复杂任务，实现稳定高效的无人化巡检操作。 这台双臂协作的巡操机器人"钧仪"，在十五运会和残特奥会赛前完成实际运维场景验证，正式投入运 维，肩负起守护电网安全的重任。作为优艾智合通用具身智能机器人矩阵"天演"系列的重要一员，"钧 仪"针对电力巡检操作环境复杂、人工效率低易失误、巡检数据离散、传统机器人线性操作/操作依靠预 制程序等痛点，不仅能通过自主学习等技术高效精准地完成配电间巡检操作任务，还通过行业垂直模型 打通电网管理平台、生产信息平台、智能五防等独立系统，实现企业运维数据联通，辅助企业科学管理 决策。 "钧仪"成功落地，源于国内工业具身智能头部玩家优艾智合在工业具身智能领域的深厚应用积淀， 在"一脑多态"工业具身智能架构下 ...

Core Insights - In 2024, China's industrial robot export market share is expected to rise to the second largest globally, with a 61.5% growth in exports in the first half of 2025 [1] - The export destinations are expanding from Southeast Asia and Africa to high-end markets in Europe and North America, indicating a comprehensive enhancement in the competitiveness of Chinese robotic products [1] - The application scenarios for Chinese robots are diversifying, with significant growth in sectors such as food delivery, smart homes, industrial manufacturing, and medical assistance since 2025 [9] Group 1: Export Growth and Market Expansion - In the first five months, China's industrial robot export market share in Europe reached nearly 30%, showing significant growth [1] - The export value of China's smart lawn mowers in the first quarter of 2025 reached $1.01 billion, with a nearly 60% year-on-year increase, particularly strong in Germany and the UK [13] - In the automotive manufacturing sector, 34% of China's industrial robot exports in the first half of 2025 were attributed to this industry, with the electronics sector accounting for 28% [15] Group 2: Technological Advancements and Innovation - China has become the largest robot market and producer globally, holding over 190,000 effective patents, which account for about two-thirds of the global total [20] - Continuous technological breakthroughs and the expansion of application scenarios position China to potentially transform from the largest robot market to the most innovative hub for robot technology development [22] - The industrial robot industry is projected to have a compound annual growth rate of no less than 10% from 2025 to 2030, focusing on areas such as artificial intelligence, collaborative robots, and digital twins [26] Group 3: International Competitiveness - Over 60 Chinese companies showcased advanced robotic equipment and technology at the World Automation Exhibition in Munich, competing with top global automation firms [15] - Chinese companies are making significant inroads into the automotive supply chain, providing parts and welding solutions for European companies like BMW [17]