涉及机器人、云计算 10月起 HE 家标准 等 实施 10月1日起，工业机器人动态稳定性试验方 法、云计算超融合系统、湿巾及类似用途产 品、养老机构康复辅助器具基本配置、全国 一体化政务大数据共享交换等一批重要国家 标准开始实施,将为规范新兴产业及未来产 业健康发展、营造良好消费环境、保障人民 群众生命财产安全提供标准支撑。 工业机器人和服务机器人国家标准 《工业机器人 动态稳定性试验方法》（GB/T 45509—2025) 推荐性国家标准,描述了工业机 器人动态稳定性试验条件,设备、轨迹洗择,步 骤、报告等。 《工业机器人 三维视觉引导系统 通用技术要 求》（GB/T 45501—2025）推荐性国家标准, 规定了用于工业机器人领域的三维视觉引导系统 的架构、基本要求、功能要求、性能要求等。 《 服 务 机 器 人 信 息 安 全 通 用 要 求 》 （ GB/T 45502—2025）推荐性国家标准,规定了服务机 器人信息安全要求和测试方法。 这些机器人领域标准的实施,将有力推动工业机 器人动态稳定性测量系统的研发与产业化,提高 机器人三维视觉系统在制造业里的应用,促进服 务机器人产品信息安全水平提升。 ...

其中，《工业机器人动态稳定性试验方法》(GB/T45509—2025)推荐性国家标准，描述了工业机器人动 态稳定性试验条件、设备、轨迹选择、步骤、报告等。《工业机器人三维视觉引导系统通用技术要求》 (GB/T45501—2025)推荐性国家标准，规定了用于工业机器人领域的三维视觉引导系统的架构、基本要 求、功能要求、性能要求等。《服务机器人信息安全通用要求》(GB/T45502—2025)推荐性国家标准， 规定了服务机器人信息安全要求和测试方法。这些机器人领域标准的实施，将有力推动工业机器人动态 稳定性测量系统的研发与产业化，提高机器人三维视觉系统在制造业里的应用，促进服务机器人产品信 息安全水平提升。 《养老机构康复辅助器具基本配置》(GB/T45933—2025)推荐性国家标准，规定了养老机构康复辅助器 具配置的基本要求和配置要求及基本配置清单。标准的实施将帮助养老机构合理配置康复辅助器具，避 免资源浪费，助力养老产业高质量发展。 9月30日，记者从市场监管总局获悉，10月1日起，工业机器人动态稳定性试验方法、云计算超融合系 统、湿巾及类似用途产品、养老机构康复辅助器具基本配置、全国一体化政务大数据共享交 ...

Core Insights - Guangzhou has released a "Robot+" application scenario demand list, focusing on 80 typical application scenarios across seven categories, aimed at accelerating the implementation of the robotics industry [1] - The robotics industry is becoming a key area of global technological competition, with Guangzhou positioning itself as a strategic hub for growth in this sector [1] - The production of industrial robots in Guangzhou is projected to reach 20,000 units in 2024, a 33% increase year-on-year, while service robots are expected to reach 90,000 units, a 22% increase [1] Industry Developments - The demand for robots in smart cities and smart parks is rapidly increasing, with companies exploring integrated solutions that connect robots, elevators, and IoT devices [2] - The government is focusing on supply-demand matching to promote innovation from laboratories to production lines, enhancing the integration of industry and application chains [2] - Future policies will emphasize application-driven development, whole machine promotion, soft and hard collaboration, and ecosystem cultivation in the robotics sector [2]

Core Viewpoint - The financial reports of 75 listed companies in the robotics sector reveal a significant divergence in performance, with industrial robot manufacturers facing substantial challenges while service robots and AI companies show growth [1][12]. Industrial Robots - Among 7 industrial robot manufacturers, 2 experienced declines in both revenue and net profit, 4 had single declines, and only 1 saw increases in both metrics [2]. - The leading company, Huichuan Technology, reported a revenue of 37.041 billion yuan, but its net profit fell by 9.62% due to a decrease in gross margin [3]. - Estun and Efort faced severe declines, with Estun's net profit plummeting by 700.14% [3][4]. Components - In the components sector, 21 companies showed mixed results: 5 had declines in both revenue and profit, while 9 reported increases in both [5][6]. - Sanhua Intelligent Controls led with a revenue of 27.947 billion yuan and a net profit of 3.099 billion yuan, marking a 13.8% increase in revenue [7]. Integrated Applications - The integrated applications sector included 25 companies, with 14 experiencing declines in both revenue and profit, while 9 reported increases [8][10]. - Industrial Fulian dominated with a revenue of 609.135 billion yuan and a net profit of 23.216 billion yuan, accounting for over 80% of the sector's total revenue [10][11]. Service Robots and AI - In the service robots and AI sector, 17 companies were analyzed, with 8 showing increases in both revenue and profit, while 6 had declines in one or both metrics [13][14]. - Hikvision led with significant revenue, with its overseas and innovative business income surpassing 50% of total revenue for the first time [15][16]. Special Robots - The special robots sector included 5 companies, with 3 experiencing declines in both revenue and profit, and only 1 company reporting increases [17][18]. - The largest profit was reported by CITIC Heavy Industries, with a net profit of 3.75 billion yuan from a revenue of 80.34 billion yuan [19].