Transferred from: Prospective Industry Research Institute

Major listed companies in the industry: Eston (002747.SZ), Robotics (300024.SZ), Topstar (300607.SZ), EFORT (688165.SH), Inovance Technology (300124.SZ), Ecovacs (603486.SH), Roborock (688169.SH), Nine Company (689009.SH), TINAVI (688277.SH), etc

The core data of this paper: the number of registered robot manufacturing enterprises; cumulative output of industrial robots; Cumulative production of service robots

Diversification of market players

At present, there are many types of enterprises in China's robot industry, according to different types of robot products, there are different enterprises to carry out the corresponding track layout, special robots are mainly produced and manufactured by state-owned heavy industry enterprises and military enterprises, and industrial robots are mainly produced by mechanical and electrical equipment systems, engineering equipment manufacturing and other enterprises, and personal/household service robots are laid out by enterprises with intelligent equipment.

Industrial robot enterprises mainly include SIASUN Robot, Estun and other enterprises, these enterprises have accumulated a certain degree of R&D and production strength in the field of industrial robots, and also have a certain scale of factories and laboratories, and have a certain leading effect in the continuous research and development of industrial robots. The demand for special robots mainly comes from national security, medical and rescue units, which have high requirements for the performance and quality of the robots themselves, so the concentration in the industry is high. Consumer service robot manufacturers mainly include Roborock, Ecovacs, etc. This part of the enterprise entered the industry mainly through independent research and development, such as Roborock's self-developed LDS lidar + SLAM algorithm, which took the lead in breaking through the technical barriers of intelligent perception and algorithm planning for service sweeping robots, and became the first company in the world to apply lidar technology on a large scale. Enterprises entering other industries mainly include Xiaomi, Gree and other enterprises, mainly through mergers and acquisitions and other ways to enter the service robot industry.

Robot business registration is hot

As of December 19, 2024, there are 7,050 registered enterprises in China's robot manufacturing industry, of which 964 are registered in 2023, with 2023 as the main registration boom. As of December 19, 2024, there are 581 registered enterprises in the robot manufacturing industry.

Note: As of December 19, 2024.

Robot production continues to grow

Since 2021, as China takes the lead in recovering from the epidemic, industrial robots have ushered in the double benefits of the domestic market and the international market; In 2023, China's industrial robot output will be 429,500 units; From January to November 2024, China's industrial robots will be produced in a total of 483,900 units, a year-on-year increase of 11%.

According to the data provided by the National Bureau of Statistics, 2021 is a year of explosive growth for China's service robot industry, with an annual output of 9,214,400 units, a year-on-year increase of 48%; In 2023, the cumulative output of service robots will increase by 23.3%; From January to November 2024, the cumulative output of service robots increased by 17% year-on-year. On the whole, China's service robot industry has been developing rapidly in recent years.

For more research and analysis of this industry, please refer to the "China Robot Industry Market Prospect and Investment Strategic Planning Analysis Report" of the Prospective Industry Research Institute

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