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2025中国具身智能机器人产业大会开幕在即 人形机器人迎密集催化(附概念股)
Zhi Tong Cai Jing· 2025-08-10 23:34
Core Viewpoint - The upcoming 2025 China Embodied Intelligent Robot Industry Conference and Exhibition in Shanghai aims to connect various segments of the embodied intelligence industry, showcasing cutting-edge technologies and facilitating industry exchanges [1] Industry Overview - The global robotics industry has experienced significant growth over the past decade, with advancements in intelligent capabilities, application boundaries, and innovation factors [2] - In the first half of this year, China's robotics industry revenue grew by 27.8%, with industrial and service robot production increasing by 35.6% and 25.5% respectively, maintaining its position as the largest industrial robot application market globally for 12 consecutive years [2] Market Developments - The world's first embodied intelligent robot 4S store, Robot Mall, has opened in Beijing, integrating traditional automotive sales models into the robotics sector [2] - The year 2025 is projected to mark the mass production of humanoid robots, with companies like UBTECH, Yushun, and Tesla planning significant deliveries of their respective humanoid robots [3] Financial Insights - GGII predicts that the global market for humanoid robots will exceed $20 billion by 2030, with China's market reaching approximately $5 billion [3] - Goldman Sachs forecasts a more optimistic outlook, estimating the global humanoid robot market could reach $154 billion by 2035 [3] Investment Opportunities - Wanlian Securities highlights the importance of reducing costs for the commercialization of humanoid robots, suggesting a focus on companies that master core component technologies and achieve low-cost production [4] - Notable companies in the sector include UBTECH, which has received significant orders for its humanoid robots, and Horizon Robotics, which is expected to achieve breakeven by 2028 [5][6]
港股概念追踪 | 2025中国具身智能机器人产业大会开幕在即 人形机器人迎密集催化(附概念股)
智通财经网· 2025-08-10 23:34
智通财经APP获悉,8月13日至8月15日,2025中国具身智能机器人产业大会暨展览会将在上海新国际博 览中心重磅启幕,预计将吸引200+参展品牌、10,000+名观众及20+个专业采购团,助力打通具身智能产 业链,从原材料、零部件供应商、系统集成商、仿真及测试到整机制造,将为行业提供一个全面展示前 沿的技术、方案,深入行业交流,促进资源对接的舞台。 同时,创新要素加速汇聚。全球范围内创新要素正以前所未有的态势加速向机器人领域奔涌、汇聚。汽 车、家电等行业龙头纷纷加入机器人研发行列。这股创新浪潮不仅是技术的迭代升级,更将带来生产力 的深刻变革。 据辛国斌介绍,今年上半年,我国机器人产业营业收入同比增长27.8%,工业机器人和服务机器人产量 同比分别增长35.6%和25.5%,连续12年位居全球最大工业机器人应用市场。 同日,全球首家具身智能机器人4S店Robot Mall在北京亦庄正式开业。据介绍,作为打通产业落地"最 后一公里"的重要举措,具身智能机器人4S店将传统汽车4S店模式(销售Sale、零配件Sparepart、售后服 务Service、信息反馈Survey)引入机器人产业,并融合定制化开发、金融及 ...