根据MIR Databank最新发布的统计数据，2025年上半年，中国工业机器人市场出货量排名中，南京埃斯顿自动 化股份有限公司（以下简称"埃斯顿"）连续两个季度位居首位，市场份额达到10.5%（含旗下品牌埃斯顿酷 卓），成为国内出货量最大的工业机器人供应商。同期，中国工业机器人市场国产化率进一步提升至55.3%，较 2024年全年提升约5个百分点。 作为全球工业机器人竞争最激烈的区域市场，中国汇聚了超过95%的国际主流机器人品牌。在此背景下，本土企 业的持续增长引发业界关注。分析认为，埃斯顿近年来在技术平台升级、场景工艺深耕及全球化布局方面的系统 性投入，是其市场份额稳步提升的重要动因。 技术底层重构：从"编程设备"向"工业智能体"演进 2025年初，埃斯顿推出新一代开放式控制平台NGC，并在德国Automatica展会上发布支持二次开发的ERI （Estun Robot Interface）操作平台。该平台提供多类API接口、开发套件及SDK工具，支持4ms级实时通信，可 实现多机器人协同、外部轴联动以及与视觉、力控等传感器的深度集成。 业内专家指出，此类平台的开放性有助于加速机器人在复杂产线中的部署效率 ...

Core Insights - Nanjing Estun Automation Co., Ltd. has maintained its position as the leader in China's robotics market for two consecutive quarters, achieving a market share of 10.5% by mid-2025, which has contributed to a domestic market penetration rate of 55.3% in the industrial robotics sector [1][4][14] Group 1: Market Position and Growth - China is the most competitive regional market for industrial robots, with over 95% of global industrial robot brands establishing operations in the country [3] - Estun's growth in shipment volume is driven by its innovative solutions, including AI-integrated robotics that enhance usability and safety, allowing for rapid skill transitions from "ordinary workers" to "advanced technicians" [8][16] Group 2: Technological Advancements - Estun has launched the NGC control platform and the ERI implementation control platform, which support higher openness for secondary development and real-time interaction, facilitating multi-robot collaboration and external axis integration [6][12] - The integration of AI technology into robotics has expanded the breadth of application scenarios, while advancements in process software are crucial for deepening the implementation of these scenarios [9][11] Group 3: Industry Strategy and Solutions - Estun has developed a comprehensive solution that combines horizontal processes with vertical industries, allowing for modular solutions that can be customized to meet specific customer needs [12][13] - The company has established a global supply chain structure with 75 business outlets and multiple production bases, marking a significant shift towards a "Local for Global" strategy [14][16] Group 4: Competitive Landscape - The evolution of the Chinese robotics industry reflects a shift from following to surpassing foreign brands, showcasing the increasing competitiveness of domestic players like Estun [16] - The focus on high-quality, high-value scenarios and the integration of intelligent technologies are transforming industrial robots from mere programming devices to self-judging equipment, enhancing the value of production data [16]