内容概要：餐饮配送机器人是一种基于人工智能、自动驾驶和物联网技术从事送餐、回盘及接待等工作 的商业服务机器人，应用于餐厅、酒店、食堂等餐饮商业场景。近年来，餐饮行业也开始使用机器人来 送餐，目前主要用于餐厅和酒店等室内场景。在新冠疫情期间，国内餐饮配送机器人市场规模实现快速 增长，从2020年的2.76亿元增长至2023年的5亿元，年均复合增速达到21.9%。2024年我国内餐饮配送机 器人市场规模约为6.03亿元，预计2025年有望达到7.26亿元。随着我国科学技术的不断提升，餐饮配送 机器人成本和价格将逐渐下降，餐饮配送机器人在各大商用场景快速渗透，行业将保持快速的发展势 头，市场空间巨大。 上市企业：九号公司(689009)、亿嘉和(603666)、科沃斯(603486) 相关企业：上海擎朗智能科技有限公司、深圳市普渡科技有限公司、苏州穿山甲机器人股份有限公司、 北京猎户星空科技有限公司、北京云迹科技股份有限公司、深圳优地科技有限公司、达阀机器人股份有 限公司、广州映博智能科技有限公司、九号有限公司、寒武纪、商汤科技、ABB、Intel、天奇股份、科 大讯飞、广州联胜、肯德基、麦当劳、海底捞、维也纳酒店 ...

转自：前瞻产业研究院 行业主要上市公司：九号公司(689009)、亿嘉和(603666)、科沃斯(603486)等 本文核心数据：中国餐饮配送机器人成本结构;售价;商业模式;供需情况 1、餐饮配送机器人生产中直接材料约占总成本超80% 根据餐饮配送机器人行业内代表性上市企业九号公司智能服务机器人业务的成本结构，公司智能服务机 器人业务的直接材料占比在86%左右，直接人工、制造费用及运输费用占比较小，且占比整体呈下降趋 势。这一成本结构符合机器人行业的一般特性，因为机器人产品的生产通常需要大量高质量的原材料和 零部件来实现复杂的功能和高性能的标准。 2、餐饮配送机器人行业价格传导机制分析 餐饮配送机器人市场价格由行业供应端、制造端、应用端的增值溢价及消费需求弹性共同作用而成、并 逐级传导。供应端的成本价格包括核心部件价格、技术价格、人力价格和设备产房的购置/购买价等， 传导至制造端成为生产成本，制造端综合供需溢价、研发成本和企业利润，形成"制造端价格"传导至应 用端;应用端综合制造端价格及品牌溢价、渠道成本，形成了最终价格传导至消费端，而消费市场需求 弹性也反作用于供应端、制造端，形成"价格-需求-价格"的传导 ...

Industry Overview - The restaurant delivery robot industry has a long and closely connected supply chain, including upstream components and software systems, midstream manufacturing, and downstream application fields such as restaurants and hotels [1][2] - Key upstream suppliers for components include Cambrian, SenseTime, ABB, and Intel, while software system providers include Tianqi Co., iFlytek, and Guangzhou Liansheng [2] - Midstream companies involved in the research and production of restaurant delivery robots include Pangu Robot, PuduTech, Qianlang Intelligent, and Orion Star [2] Regional Distribution - The majority of restaurant delivery robot companies are concentrated in Jiangsu and Guangdong provinces, with Jiangsu hosting companies like Pangu Robot and Ninebot, and Guangdong housing PuduTech and Yingbo Intelligent [3][5] Company Performance - The main publicly listed companies in the restaurant delivery robot sector are Ninebot, Yijiahe, and Ecovacs, with Ecovacs reporting a service robot revenue of 3.397 billion yuan and a gross margin of 44.80% in 2024 [7][8] - Ninebot's total revenue for 2024 is projected at 14.196 billion yuan, with service robot revenue at 980 million yuan and a gross margin of 52.58% [8] - PuduTech leads the global commercial service robot market, with products sold in over 60 countries and regions, while Qianlang Intelligent has been recognized as a global unicorn for four consecutive years [7][9] Recent Developments - Companies in the restaurant delivery robot industry are increasing R&D investments and launching innovative products, contributing to the sector's growth and advancement [10] - Yijiahe has signed a comprehensive cooperation agreement with Huawei Cloud to explore advancements in embodied intelligence [11] - Pangu Robot is set to launch a new delivery robot in April 2025, integrating advanced technologies for seamless indoor and outdoor navigation [11] - PuduTech has introduced the world's first humanoid service robot for commercial scenarios, marking a significant step in the commercialization of service robots [11] - Qianlang Intelligent has released a humanoid service robot capable of completing various service tasks, enhancing operational efficiency [11]