自2015年首届世界机器人大会在北京召开以来，我国机器人产业实现一系列科技创新突破。2024年，我 国机器人专利申请量占全球机器人专利申请总量的三分之二。本届大会新闻发布会最新公布的数据显 示，2024年，我国工业机器人市场销量达30.2万套，连续12年保持全球最大工业机器人市场。 为期5天的2025世界机器人大会8月8日在北京开幕。大会以"让机器人更智慧，让具身体更智能"为主 题，吸引200余家国内外优秀机器人企业参展，其中人形机器人整机企业数量创下全球同类展会之最。 此外，最新发布的数据显示，我国是全球第一大机器人生产国，工业机器人产量由2015年的3.3万套增 长至2024年的55.6万套，服务机器人产量为1051.9万套，同比增长34.3%。作为全球唯一拥有联合国产 业分类中全部工业门类的国家，中国市场能为结构日益复杂、零部件数以万计的人形机器人，提供成本 可控、供应稳定的全套产业链支持。从一颗螺丝钉到高性能的伺服电机，再到最终的系统集成，强大的 产业配套能力极大地缩短了"从图纸到产品"的周期，为技术的快速产品化和商业化按下了"加速键"。 正是基于丰富应用场景和完整产业链条的双重优势，中国才得以在人形 ...

为期5天的2025世界机器人大会8月8日在北京开幕。大会以"让机器人更智慧，让具身体更智 能"为主题，吸引200余家国内外优秀机器人企业参展，其中人形机器人整机企业数量创下全球 同类展会之最。 也正因此，这场世界机器人大会的意义之一，就是让我们看到，在前沿软件的技术突破之外， 应用场景的反馈和制造业的能力迭代也正在变得更加重要起来。在这场具身智能的全球竞速 中，相比较而言，中国市场的最大优势之一，恰恰正在于庞大的市场需求和多样化的应用场 景，能够为机器人提供丰富的"试验场"。 技术最终要通过应用来体现价值。产业发展必须强化场景驱动，致力于打造真正的"杀手级"应 用，而非陷入单纯的技术炫技。而这一切的实现，都有赖于一个开放协同的创新生态。政府、 企业、高校和科研院所需要紧密合作，培养兼具AI、软件、硬件能力的复合型人才，为产业的 持续发展注入源源不断的活力。 自2015年首届世界机器人大会在北京召开以来，我国机器人产业实现一系列科技创新突破。 2024年，我国机器人专利申请量占全球机器人专利申请总量的三分之二。本届大会新闻发布会 最新公布的数据显示，2024年，我国工业机器人市场销量达30.2万套，连续12年保 ...

Investment Rating - The report indicates a cautious outlook on near-term growth momentum despite a strong GDP print, suggesting the need for more policy stimulus to boost investment demand and support the labor market [6]. Core Insights - China's 2Q25 GDP grew by 5.2% year-on-year, slightly below the 5.4% growth in 1Q25, but above market consensus of 5.1% [1][8]. - Industrial production (IP) showed a surprising increase to 6.8% in June, driven by resilient export activities, with manufacturing IP accelerating to 7.4% [3][8]. - Retail sales growth moderated to 4.8% in June, lower than the previous month and consensus expectations, indicating potential weakness in domestic demand [4][8]. - Fixed asset investment (FAI) growth slowed to 2.8% year-to-date, with a significant contraction in property investment at -11.2% year-on-year [5][8]. - The urban unemployment rate remained stable at 5.0% in June, with disposable income per capita increasing by 5.1% year-on-year [10][11]. Summary by Sections Economic Growth - 2Q25 GDP growth was reported at 5.2% year-on-year, with a sequential increase of 1.1% quarter-on-quarter [1][8]. - In the first half of 2025, real GDP growth reached 5.3%, surpassing the annual policy target of "around 5%" [1]. Industrial Production - IP growth rose to 6.8% in June from 5.8% in May, with manufacturing IP accelerating to 7.4% [3][8]. - Growth was observed in 36 out of 41 industries, with notable increases in industrial robots and integrated circuits [3]. Retail Sales - Retail sales increased by 4.8% year-on-year in June, down from 6.3% in May, influenced by earlier promotions and subsidy halts [4][8]. - Catering services saw a significant slowdown, with growth dropping to 0.9% year-on-year [4]. Fixed Asset Investment - FAI growth moderated to 2.8% year-to-date, with a single-month growth of only 0.5% year-on-year [5][8]. - Property investment continued to decline sharply, with a contraction of -11.2% year-on-year [5]. Labor Market and Income - The urban unemployment rate remained unchanged at 5.0% in June, with average weekly hours worked at 48.5 [10][11]. - Disposable income per capita reached RMB 9,661 in 2Q, reflecting a 5.1% year-on-year increase [11].