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Hao Lishun, Deputy Director of the Equipment Industry Department of the Ministry of Industry and Information Technology, stated that in recent years, China has seized the strategic opportunities of rapid growth in demand for robots and the empowerment of artificial intelligence, and taken multiple measures to promote the high-quality development of the robotics industry. The foundation of industrial innovation is more solid, the matching ability of key components is significantly enhanced, and the intelligence level of the whole machine products continues to improve. The layout of cutting-edge directions such as humanoid robots is accelerating, and the construction of technology bases such as operating systems and simulation platforms is accelerating. Robots are steadily moving from "usable" to "easy to use" and "willing to use".
In addition, the application scenarios are more open, and high-value scenarios are constantly enriched. The upgrading of smart factories has driven the rapid growth of demand for industrial robots. Livelihood scenarios such as education, entertainment, elderly care, and rehabilitation have provided large-scale landing space for service robots, while areas such as emergency rescue and security management have shown more practical value for special robots.
Xu Xiaolan, Chairman of the China Electronics Society, introduced that China has been the world's largest industrial robot market for 13 consecutive years. The market share of independent brand industrial robots in the domestic market has exceeded 50%, and the supporting capabilities of key components such as reducers, servo systems, and controllers have significantly increased, gradually achieving mass supply. In addition, China has a complete industrial chain supporting capability in the field of humanoid robots, including "materials core components complete machine integration scene operation data services". By 2025, with an explosive growth of over 330 products and 90% of global shipments, China will firmly occupy the high ground of the global humanoid robot industry.
The reporter noticed that several humanoid robot companies have recently accelerated the process of large-scale landing and financing. On July 6th, according to the official website of the Shanghai Stock Exchange, the IPO review status of Yushu Technology Co., Ltd. (referred to as "Yushu Technology") on the Science and Technology Innovation Board was changed to "registration effective". On July 2nd, the China Securities Regulatory Commission issued a reply approving the registration of Yushu Technology's initial public offering.
As the global robotics industry accelerates its intelligent strategic transformation, related industry support measures will be further strengthened. The reporter learned from the meeting that the Ministry of Industry and Information Technology will adhere to filling gaps, forging long gaps, strengthening foundations, and promoting collaboration, and will continue to work with relevant departments to promote the high-quality development of China's robotics industry. Among them, we will strengthen the industrial foundation capability. Guided by enhancing self-awareness, self-determination, adaptability, and self-learning abilities, strengthen basic research. Focusing on the development of intelligent, green, and integrated new technology systems, new ecological models, etc., supporting technological innovation in the intelligent industrial robot, intelligent service robot, and intelligent special robot industries, and creating a number of iconic products.
Looking ahead to the future, institutions believe that the catalysis of the robotics industry is expected to continue to be released. In addition, the commercialization process of humanoid robots is constantly advancing, and the sector is expected to experience valuation repair and industry growth resonance. The medium and long-term configuration value is worth paying attention to.
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