当 " 机器人 + " 的浪潮以前所未有的广度与深度渗透至千行百业，当 " 具身智能 " 从实验室的构想快步迈入 产业化的前夜， 2025 年的中国机器人产业，正站在一个历史性的十字路口。 量的积累已达临界，质的突破呼唤标杆。在这个从 " 并跑 " 迈向 " 领跑 " 的关键跃迁期，我们比任何时候都 更需要回答一系列核心问题：谁，在扮演中流砥柱，支撑起中国机器人产业的宏伟版图？谁，又手握未来的钥 匙，即将点亮具身智能时代的星辰大海？ 为此，第六届 LeadeRobot 中国机器人行业年会权威启动年度双榜 单 评选： ➣ LeadeRobot 2025 年度中国机器人领军企业榜 TOP50 ➣ LeadeRobot 2025 年度中国具身智能时代新星榜 TOP50 两份榜单， 并非一次简单的 企业 名次排列，而是一次在产业发展的特定历史坐标下，对核心力量的系统性梳 理与价值性锚定。我们旨在以 " 见证中国机器人领军企业力量，点亮具身智能时代变革新星 " 为主题，共同 绘制一幅指引当下的产业地图与一幅预示未来的星海航图。 ▍ 为何此刻的 " TOP 级 定义 " 至关重要？ 2025 年， 中国机器人产业已经走过 ...

Core Insights - The Yangtze River Delta Innovation Belt, particularly along the Shanghai-Nanjing route, is becoming a significant hub for the robotics industry, with strong collaboration among cities like Shanghai, Nanjing, and Suzhou to enhance technological innovation and industrial development [1][2][10] Industry Overview - The Shanghai-Nanjing Innovation Belt accounts for 21.9% of the national robotics enterprises, with a concentration of 67.69% in Shanghai and Suzhou [5][6] - The overall quality of robotics companies in this region is high, with Shanghai leading in key enterprises [5][6] Company Distribution - Shanghai and Suzhou are the primary locations for robotics companies, with significant numbers in districts like Shanghai's Pudong and Suzhou's Kunshan [5][6] - The distribution of companies includes 303 in Shanghai's Pudong, 417 in Suzhou's Kunshan, and 183 in Nanjing's Jiangning District [5][6] Operational Performance - In 2024, the overall operational performance of listed robotics companies in the Shanghai-Nanjing region weakened, with upstream profits declining and midstream companies facing high costs and low profitability [2][15] - Downstream companies, however, showed good performance due to clear application scenarios [2][15] Innovation Factors - 70% of robotics patents are filed by companies in the Shanghai-Nanjing region, indicating a strong focus on practical innovations [2][19] - The majority of patents are utility models, reflecting an emphasis on application rather than purely aesthetic designs [19][20] Standardization Efforts - Companies and associations are actively promoting standardization, with enterprise and group standards dominating the landscape [2][24] - Shanghai and Suzhou contribute nearly 60% of the standards, showcasing their leadership in the robotics sector [24][25] Financial Aspects - The number of financing events for robotics companies has increased, but the average investment amount has decreased, indicating a shift towards early-stage and strategic investments [2][26][27] - The focus is now on nurturing potential companies rather than solely investing in established leaders [27][28] Regional Specialization - Each city in the Shanghai-Nanjing region has its specialization: Shanghai leads in embodied intelligence, Nanjing focuses on industrial robots, and Suzhou excels in service robots [10][12][13] - Other cities like Wuxi and Changzhou are developing strengths in precision manufacturing and core components [10][12][13] R&D Capabilities - The region boasts a robust R&D environment, with Shanghai having the highest number of research institutions and a strong emphasis on innovation [19][21] - Companies are the main drivers of R&D, supported by engineering research centers and other institutions [19][21] Market Dynamics - The robotics market is experiencing structural challenges, with a slowdown in employee growth, revenue growth, and profit growth compared to 2023 [15][16] - The industry is still in a growth phase, with significant potential for future development, especially in application scenarios [15][16]

Group 1 - The core viewpoint is that China's robotics industry has achieved significant development, becoming the largest industrial robot application market globally for 12 consecutive years and the leading robot producer in the world [1][3] - In the first half of this year, the revenue of the robotics industry in China grew by 27.8% year-on-year [1] - The production of industrial robots in China increased from 33,000 units in 2015 to 556,000 units in 2023, while service robots reached a production of 10.519 million units, marking a year-on-year growth of 34.3% [3] Group 2 - As of July 2024, China holds over 190,000 valid patents related to robotics, accounting for approximately two-thirds of the global total [3] - The integration of advanced technologies such as artificial intelligence, digital twins, and biomimicry is driving robots to become more intelligent and flexible, positioning them as core engines of smart manufacturing [5] - Service robots are increasingly embedded in daily life scenarios, providing personalized intelligent services, while special robots are expanding human capabilities in challenging environments [5]

Core Viewpoint - The Shandong Provincial Government has launched the "Shandong Robot Industry High-Quality Development Action Plan (2025-2027)", aiming to exceed a manufacturing scale of 50 billion yuan in the robot industry by 2027 [1][4]. Group 1: Overall Goals - By 2027, the robot manufacturing industry in Shandong is expected to surpass 50 billion yuan, with the goal of nurturing more than three leading enterprises with an output value exceeding 2 billion yuan each [4]. - The plan includes the establishment of innovation centers and platforms across four key areas: industrial robots, service robots, special robots, and humanoid robots [4]. Group 2: Main Tasks - The action plan outlines five main tasks: 1. Promote key technological innovations by accelerating the layout of forward-looking technologies and enhancing platform construction [5]. 2. Accelerate the cultivation of industrial entities by fostering high-quality enterprises and conducting precise industrial chain investment [5]. 3. Promote industrial agglomeration and expansion by building development hubs and specialized industrial bases [5]. 4. Expand application scenarios through the "Robot+" initiative, enhancing innovation in application scenarios [5]. 5. Improve support for elements by increasing the introduction of high-end talent and strengthening financial support [5]. Group 3: Support Measures - The plan includes 18 measures focusing on integrated promotion, covering technological innovation, industrial cultivation, financial support, standard construction, talent support, and application promotion [5]. - It emphasizes forward-looking layouts and the gathering of resources and innovation elements, with tailored development plans for each city [5]. - The plan aims to cultivate a gradient of enterprises, including innovative small and medium-sized enterprises and "little giant" companies, to create a competitive ecosystem [5]. Group 4: Implementation and Future Steps - The Shandong Provincial Industrial and Information Technology Department will work with relevant departments to strengthen policy implementation and increase collaboration and application traction [6]. - The plan is designed to be highly valuable, targeted, and beneficial to a wide range of stakeholders [6].