"当前建筑工地的主力军仍是60后、70后，甚至连80后的从业者都很少见了，劳动力短缺曾是我们最焦 虑的问题。"中国铁建股份有限公司海外部的一位人士，近日在国家发展改革委主办的一场论坛上表 示，"现在，人工智能（AI）、机器人等创新科技正在帮助我们解决这个问题"。 目前，传统基建产业正通过数字化转型和人工智能技术注入新动能，这有望有效缓解劳动力结构性断层 带来的发展困境。"机器换人"已不再是设想，而是在传统基建领域切实发生。 "我们公司下属有一家专门做矿山采爆业务的企业，现在就利用远程控制和人工智能技术来开展工 作。"上述人士介绍说，"大家可能很难想象，我们建筑企业竟然会有专门研究远程控制技术的科技公 司。" 他进一步介绍，这家只有两三百人的公司专注于矿产采爆。如今，技术人员只需坐在北京的控制室里， 就能实时监控并指挥海外矿卡的采爆作业。 在港澳地区的建筑工地上，智能机器人也已从概念走向现实。具备3D视觉识别与路径规划能力的刷墙 机器人，能精准完成高空作业；而砌砖机器人通过算法优化，单日砌筑量可提升至人工的5倍。 他补充道："此外，还要大力开拓算力中心、数智中心等新型基建领域，这是未来巨大的市场发展空 间。" ...

Core Viewpoint - The global robotics industry is experiencing significant growth driven by technological breakthroughs, policy support, capital influx, and increasing labor shortages, presenting new opportunities for economic development [1][3][4]. Group 1: Industry Growth and Trends - The robotics industry is expected to create new opportunities for global economic development, with robot density and industrial intelligence levels becoming core indicators of national competitiveness [3]. - The global robotics market is projected to reach $14.8 billion, with service robots dominating, and a compound annual growth rate (CAGR) of 9.37% expected [4]. - In the first quarter of 2025, Asia's robotics revenue showed single-digit growth, but order volumes increased at a double-digit rate, indicating strong future growth potential [4]. Group 2: Globalization and Market Positioning - Companies in the embodied intelligence sector should position themselves as global entities from inception, adapting products to meet local market demands [6][7]. - The importance of product localization is emphasized, with examples of hardware needing adjustments to fit specific market requirements, such as size and functionality in Singapore [6]. - The focus on actual application value and long-term reliability is crucial for success in international markets, as demonstrated by companies that have achieved certifications for their products [6][7]. Group 3: Challenges and Strategies - The global labor shortage presents a significant challenge, with embodied intelligence seen as a solution for high-risk or repetitive tasks [6]. - Building brand reputation through academic contributions and open-source ecosystems is vital for enhancing global presence [7]. - Companies are adopting dual strategies in supply chain management, developing both domestic and imported product lines to navigate complex international supply chain environments [7].

Group 1: Industry Trends - The 2025 World Robot Conference highlighted the significant growth of the robotics industry, driven by technological breakthroughs, policy support, capital influx, and labor shortages [1][3] - The global robotics industry is expected to create new opportunities for economic development, with robot density and industrial intelligence levels becoming core indicators of national competitiveness [3][4] - The Asian market, particularly China, is experiencing remarkable growth, with domestic manufacturers seeing average growth rates of 50% to 100% in the first half of the year [4] Group 2: Market Insights - The global robotics market is projected to reach $14.8 billion, with service robots dominating, expected to generate $8.56 billion in transactions [4] - The compound annual growth rate (CAGR) for the robotics market is anticipated to be 9.37%, with projections indicating a market volume of $11.2 billion by 2029 [4] - In the first quarter of 2025, Asia's robotics revenue showed single-digit growth, but order volumes increased at a double-digit rate, indicating strong future demand [4] Group 3: Globalization and Localization - Embodied intelligence companies are encouraged to position themselves as global entities from inception, adapting products to meet local market demands [6][7] - Localization of hardware products is crucial for entering overseas markets, as demonstrated by the need for specific adaptations in Singapore [6] - Companies must focus on the actual application value and long-term reliability of their products to succeed in international markets [6][7] Group 4: Supply Chain and Brand Development - Building a strong brand and ensuring supply chain resilience are essential for navigating complex international environments [7] - Academic publications and open-source ecosystems are effective strategies for enhancing global visibility in the robotics sector [7] - Companies are adopting dual strategies in supply chain management, developing both domestic and imported product lines to mitigate risks [7]