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国泰海通:世界机器人大会在北京举行 长期重点关注产业链上具确定性公司
智通财经网· 2025-08-11 07:47
多家本体厂商开始发布机器人产品售价,从几万元到百万元的各个价格段均有分布 风险提示:产业发展进程不及预期;国内政策落地不及预期;技术路线变更风险 8月8日上午,2025世界机器人大会在北京亦庄开幕,本次大会以"让机器人更智慧,让具身体更智能"为 主题,由中国电子学会、世界机器人合作组织共同主办,28家国际机构支持,同期举办2025世界机器人 博览会、2025世界机器人大赛。 本次博览会的参展企业规模和产品质量显著提升 本次大会有200余家国内外优秀机器人企业的1500余件展品,其中首发新品100余款。50家人形机器人整 机企业将带来最新展品及行业解决方案,人形机器人整机企业参展数量创同类展会之最。相比往年,今 年的展馆里不仅有各式的人形机器人、机器狗等展演"花活",也能看到更多渠道商、产业链企业和地方 创新中心同台亮相。 本次展览多家本体厂商开始标注产品售价,价格区间跨度较大,从几万元到百万元不等,该行认为这某 种程度上是行业成熟化的体现,以及企业对自身产品竞争力的自信,也是在价格竞争加剧下的主动迎 战。从展会现场的价格标签可以看出,机器人产品价格,按照工业>商用>科研改装的顺序,表现出明 显的梯度下降,比如 ...
一文看懂2025世界机器人大会
财联社· 2025-08-10 03:29
Core Insights - The 2025 World Robot Conference showcased over 1,500 robotic products from more than 300 companies, highlighting a vibrant and evolving robotics industry [1][2] - The industry is currently focused on finding practical applications for robots, with a consensus that identifying "killer application scenarios" is crucial for success [6][10] Exhibition Highlights - Various robotic performances were displayed, including fighting, dancing, and practical tasks, indicating a trend towards more sophisticated and realistic demonstrations [3] - Despite technological advancements, many showcased projects remain more exhibition-oriented than commercially viable [6] Market Trends - The pricing of robots has become more transparent, with significant reductions observed; for instance, prices range from 100 million to 3.85 million yuan, reflecting increased competition and industry maturity [11][14] - The demand for core components in the robotics supply chain remains stable, with companies like Green Harmonic reporting significant order growth [28][31] Regional Innovation Centers - Numerous local humanoid robot innovation centers have emerged, often exhibiting similar products, leading to concerns about redundancy and competition [20][24] - Different regions are beginning to differentiate their offerings based on local strengths, such as focusing on specific market needs or technological capabilities [24][25] Educational Engagement - The presence of students at the conference indicates a growing interest in robotics education, which is seen as essential for nurturing future talent in the industry [36][39] - Companies are increasingly targeting educational markets, integrating robotics into school curricula to foster technological curiosity among children [39][40] Corporate Strategies - Major players like JD.com are positioning themselves as comprehensive platforms in the robotics industry, combining sales channels with technological capabilities [45][50] - JD.com reported a significant increase in sales of robotic products, with growth rates exceeding three times during promotional events, indicating a robust market demand [50]