2025年 水下机器人行业词条报告 国标分类/制造业/通用设备制造业/其他通用设备制造业/特殊 作业机器人制造、头豹分类/综合及概念/智能制造/装备及系 统/其他智能装备 Copyright © 2025 头豹 企业竞争图谱：2025年水下机器人 头豹词条报告系列 于利蓉 · 头豹分析师 2025-07-30 未经平台授权，禁止转载 行业分类： 制造业/特殊作业机器人制造 综合及概念/其他智能装备 摘要 水下机器人是可潜入水中执行极限作业的机器人，具备多种功能，是海洋防御系统的重要组成部分。未来发展趋势包括从单体多功能向单体专业化、模块化发展，从单兵作 战向集群作业和多平台协同作用发展，以及从信息型向自主作业型AUVs发展。市场规模受海洋资源开发推动，同时水下娱乐行业的迅速发展也将推动水下机器人行业的发 展。消费级水下机器人需求日益增长，为水下机器人行业的发展提供强有力的拉动效应。 行业定义 水下机器人是可潜入水中代替或辅助人类进行水下极限作业的机器人。通过水下目标探测和识别、水下导航定位、水下通信等高新科学技 术，水下机器人可在深海高压、低温等极端环境中执行水下打捞救援、水下探测、水下资源开采、水下娱乐等功 ...

Group 1 - In May, the manufacturing sales revenue accounted for 30.1% of the total sales of national enterprises, indicating stable economic growth and the significant role of the manufacturing sector in supporting the economy [1] - The sales revenue of the equipment manufacturing industry increased by 7.5% year-on-year, with notable growth in railway, shipbuilding, aerospace equipment, computer communication equipment, and electrical machinery manufacturing, which grew by 15.1%, 13.1%, and 8.6% respectively [1] - The stable proportion of manufacturing sales revenue reflects the continuous strengthening of the real economy in China, highlighting the importance of manufacturing as a stabilizing force against external economic shocks [1] Group 2 - In May, the sales revenue of high-tech industries grew by 15% year-on-year, while the core digital economy industries saw an 11.2% increase, indicating a sustained growth momentum [2] - The sales revenue from industrial robot manufacturing and special operation robot manufacturing increased by 13.2% and 28.3% respectively, showcasing the rapid commercialization of AI applications [2] - The development of new productive forces is supporting the innovation and upgrading of traditional industries, while also fostering emerging industries such as AI, quantum computing, and biomedicine [2] Group 3 - Private enterprises' sales revenue growth outpaced the national average by 0.9 percentage points, accounting for 72.3% of total sales revenue, indicating a positive trend in the private economy [3] - The growth rate of sales revenue for private manufacturing and high-tech enterprises exceeded their national counterparts by 1.3 and 0.7 percentage points respectively [3] - The favorable development of the private economy suggests that the national economy is rapidly adapting to the requirements of core technology upgrades and increasing alignment with digital technologies [3] Group 4 - The positive economic trend is supported by a series of precise policy measures, including structural tax reductions and fee cuts, which have benefited private enterprises significantly [4] - In the first four months of the year, tax reductions and refunds for private economic taxpayers reached 351.8 billion yuan, accounting for 64.6% of the total benefits from tax policies [4] - The issuance of 4.4 trillion yuan in new local government special bonds is aimed at supporting infrastructure and new-type projects, creating a favorable environment for innovation and the rapid development of emerging fields like smart cities and the digital economy [4]

Group 1 - The core viewpoint of the articles highlights the stable growth of the economy in May, supported by the manufacturing sector, innovation in high-tech industries, and the positive development of the private economy [1][2][3] Group 2 - In May, the manufacturing sector's sales revenue accounted for 30.1% of total sales, with a year-on-year growth of 7.5% in equipment manufacturing, particularly in railway, shipbuilding, aerospace, and computer communication equipment [1] - High-tech industries saw a sales revenue increase of 15% year-on-year, while the core digital economy industries grew by 11.2%, indicating a deepening integration of digital technology [1][2] - The private sector's sales revenue growth outpaced the national average by 0.9 percentage points, with a share of 72.3% in total sales, reflecting strong vitality in the private economy [3]

Core Insights - The latest VAT invoice data from the National Taxation Administration indicates that the economy maintained stable growth in May, reflecting the effectiveness of a series of existing and new policies since September last year [1] Group 1: Economic Performance - In May, sales revenue in high-tech industries increased by 15% year-on-year, continuing a rapid growth trend [1] - The sales revenue of core digital economy industries rose by 11.2% year-on-year, indicating ongoing deep integration of digital and real economies [1] Group 2: Sector-Specific Growth - The sales revenue of industrial robot manufacturing and special operation robot manufacturing grew by 13.2% and 28.3% year-on-year, respectively, showcasing the advancement of the "AI+" initiative and the accelerated commercialization of embodied intelligence [1]