Core Insights - The article highlights the significant achievements of the company, Xinsong Robotics, during the "14th Five-Year Plan" period, emphasizing its transition from a leading Chinese robotics company to a world-class robotics enterprise [1][6] Group 1: Business Performance - Xinsong Robotics has experienced steady growth in both revenue and gross margin, with compound annual growth rates of 7.86% and 24.53%, respectively [2] - The company has developed a unique "3+3+N" strategic framework, focusing on three core product lines: industrial robots, mobile robots, and special robots, while also nurturing multiple emerging strategic businesses [2][9] Group 2: Technological Innovation - The company has made significant breakthroughs in critical technologies, achieving self-sufficiency in high-end industrial equipment and breaking foreign monopolies [4] - Xinsong Robotics has invested 137 million yuan in R&D in the first half of 2025, marking a 16.10% year-on-year increase [4] Group 3: Market Expansion - The company has successfully exported its robotics products to over 40 countries, assisting more than 4,000 enterprises in upgrading their industries [2] - Xinsong Robotics aims to enhance China's global influence in the robotics industry by aligning with international standards and expanding its international market presence [8][9] Group 4: Future Development - The company plans to shift its business focus from "scale-oriented" to "value-oriented," aspiring to become a leader in high-end equipment solutions with a strong emphasis on technological self-sufficiency [7] - Future initiatives include deepening the integration of artificial intelligence and robotics, with the establishment of a dedicated research institute for AI and robotics [8]

【导读】机器人：紧抓战略机遇，加速向"世界机器人一流企业"迈进 在"十四五"即将收官之际，我国机器人行业的领军企业——新松机器人（300024）交出了一份亮眼的成 绩单。五年来，公司紧抓国家推动制造业高质量发展和机器人产业国产化的战略机遇，实现了多项历史 性突破，完成了从"中国机器人领军企业"向"世界机器人一流企业"迈进的关键布局。 构建"3+3+N"体系，深耕全球市场 "十四五"期间，新松机器人在推动进口替代、提升中国机器人全球话语权方面扮演了关键角色。公司营 业收入及综合毛利率均实现稳步增长，复合增长率分别达到7.86%和24.53%。 "十四五"期间，新松机器人在多项"卡脖子"技术上取得重大突破，打破了国外的长期垄断，实现了高端 工业装备的自主可控。公司承担了多项国家重要科技攻关项目，至今累计完成800余项科研任务，拥有 有效专利700余项，彰显了强大的研发实力和技术积累。 在半导体装备领域，真空机械手及集束型设备是半导体工艺整机装备中的核心零部件，长期被国外企业 垄断。新松机器人自主攻克新一代真空机械手技术，性能对标国外先进产品，并实现部分指标的成功超 越。目前，公司已拥有完全自主知识产权的真空类晶圆 ...

Core Viewpoint - The article highlights the significant achievements of the leading Chinese robotics company, Siasun Robot, during the "14th Five-Year Plan" period, emphasizing its transition from a national leader to a world-class enterprise in robotics [3]. Group 1: Strategic Development - Siasun Robot has established a unique "3+3+N" development strategy, focusing on three core product lines: industrial robots, mobile robots, and special robots, while also nurturing multiple emerging strategic businesses [6][14]. - The company has played a crucial role in promoting import substitution and enhancing China's global influence in the robotics industry, achieving a compound annual growth rate of 7.86% in revenue and 24.53% in gross margin [6]. Group 2: Technological Innovation - Continuous technological innovation is the core driving force behind Siasun Robot's development, with R&D investment steadily increasing, reaching 137 million yuan in the first half of 2025, a year-on-year growth of 16.10% [9]. - The company has made significant breakthroughs in key technologies, overcoming foreign monopolies and achieving self-sufficiency in high-end industrial equipment [9][10]. Group 3: Global Market Expansion - Siasun Robot has successfully exported its products overseas since 2007, covering over 40 countries and assisting more than 4,000 enterprises in upgrading their industries [6][14]. - The company aims to enhance its global presence by aligning with international standards and becoming a key player in the mid-to-high-end industrial robot, special robot, and semiconductor equipment markets [12][14]. Group 4: Future Outlook - Looking ahead, Siasun Robot plans to shift its business focus from "scale-oriented" to "value-oriented," aspiring to become a leader in high-end equipment solutions with a strong emphasis on technological self-sufficiency [12][14]. - The integration of artificial intelligence and robotics will be a key development direction, with the establishment of the Embodied Intelligence Research Institute and the launch of various intelligent robotic platforms [13][14].

Core Insights - The 2025 Global Industrial Internet Conference emphasizes the transition of artificial intelligence development from technology-driven to demand-driven applications, showcasing significant advancements in China's industrial internet sector [1][2] - The integration of industrial internet and artificial intelligence is seen as a key driver for digital transformation and high-quality development in traditional industries [1][2] Industry Development - Industrial internet is a new industrial ecosystem that combines information communication technology with the industrial economy, serving as a crucial support for digital transformation and the integration of the real and digital economies [1][2] - China's industrial internet has shown remarkable progress, with a robust policy framework, continuous technological breakthroughs, and an expanding ecosystem [1][2] Artificial Intelligence Impact - Industrial internet provides a foundational data and digital environment for artificial intelligence, leveraging China's vast industrial scenarios and data resources to drive technological advancements [2] - Conversely, artificial intelligence is reshaping the industrial internet, facilitating digital transformation and intelligent upgrades for enterprises [2] Government Support - The Chinese government has issued policies to support the integration of artificial intelligence into strategic planning and business processes, promoting comprehensive intelligent development across industries [2] Regional Focus - Liaoning province, as a major industrial hub, has significant demand and potential for the digitalization and intelligent transformation of its manufacturing sector [3] - The province has made strides in technology research and application, particularly in the textile industry, by establishing an intelligent platform that enhances collaboration across the supply chain [3] Conference Highlights - The 2025 Global Industrial Internet Conference is held at the China Industrial Museum, symbolizing the blend of traditional industry and modern technology [4] - Various companies showcased their innovations in the integration of industrial internet and artificial intelligence, highlighting practical applications and advancements [4][5] Corporate Initiatives - Companies like Huatai Co. are actively developing industry-specific intelligent solutions through the integration of industrial internet, artificial intelligence, and big data, enhancing operational efficiency and reducing costs [6] - Spring Wind Power has developed a global online collaborative capability for its industrial internet platform, focusing on AI model construction across various business areas [6]