沿沪宁产业创新带（以下简称"沿沪宁"），正在不断走深做实。自2019年写入《长三角一体化发展规划 纲要》，2022年国家发改委出台《沿沪宁产业创新带建设方案》和2025年三省一市发布《关于促进长三 角科技创新协同发展的决定》，今年以来，上海市普陀区与南京、无锡、常州、苏州、南通、扬州、镇 江、泰州等八市，携手推动沿沪宁产业创新带建设，逐渐形成一条辐射力强、分工凸显的创新走廊。 机器人是沿沪宁产业链完整、企业数量多、发展质量高的产业之一。沿沪宁机器人产业发展状况如何？ 产业分工呈现怎样的格局？本报告采用了产业通、企查查、IT桔子、国家标准化管理委员会、国家知识 产权局和上市公司年报等数据，梳理沿沪宁机器人产业发展图谱。 本文主要发现如下： • 企业分布：沿沪宁汇聚全国9%的机器人企业，主要集中于上海浦东和苏州昆山。企业整体质量较高， 上海龙头企业优势突出。 •产业分工：上海大模型技术引领具身智能，南京工业机器人，苏州服务机器人，无锡精密电子制造， 常州电池电机，南通机器人小镇，其他地区蕴藏广阔应用场景潜力。 •经营状况：2024年沿沪宁机器人上市公司总体经营表现转弱，上游企业利润走低，中游企业单价高盈 利少，下 ...

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].