1794-AENTR On January 4, the Ministry of Emergency Management and the Ministry of Industry and Information Technology issued the “Guiding Opinions on Accelerating the Development of emergency robots”, which proposed that by 2025, a number of advanced emergency robots should be developed to greatly improve the level of science, specialization, refinement and intelligence; Build a number of key scene emergency robot combat test and demonstration application bases, and gradually improve the development of the ecosystem; The intensity of emergency robot equipment has been continuously enhanced, the basic construction of equipment system, actual combat application and support level have been comprehensively improved.

1794-AENTR Chen Dan, deputy secretary-general of the China Robot Industry Alliance, said that with the continuous improvement of the country’s support for humanoid robots, the development of China’s humanoid robots will enter the fast lane, Chinese enterprises should firmly grasp the strategic opportunity, actively seize the highland of technological innovation, open up the key nodes of the industrial chain, and promote the development of China’s humanoid robot industry. Humanoid robots will be shaped into a shining “Chinese business card” in the world, creating a new engine of economic growth and boosting high-quality economic development.

1794-AENTR In fact, in order to promote the development of the industrial robot industry, the Chinese government and various local departments have issued a series of policies in recent years. In November 2023, the Ministry of Industry and Information Technology issued the “Guidance on the Innovation and Development of Humanoid Robots”. According to the Ministry of Industry and Information Technology, humanoid robots integrate advanced technologies such as artificial intelligence, high-end manufacturing, and new materials, and are expected to become disruptive products after computers, smartphones, and new energy vehicles, with great development potential and broad application prospects, and are a new track for future industries.

In July 2023, the “Implementation Opinions on Reliability Improvement in the Manufacturing Industry” proposed to focus on improving the reliability level of products such as precision reducers and industrial robots for industrial robots.

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1794-AENTR In addition, Beijing, Shanghai, Shenzhen and other local government departments have issued relevant policies to support the development of humanoid robots. Among them, Shanghai has become the first robot density integration city in China.

It was learned from the Shanghai Smart Factory construction promotion meeting that with the support of the Shanghai Municipal Bureau of Statistics, Shanghai became the first city in the country to include the density of robots in statistics, and the density of robots in key industries reached 383 units / 10,000 people, reaching the international first-class level. It is reported that Shanghai has built a total of 19 national-level smart factories, 100 municipal smart factories, completed more than 1,000 intelligent manufacturing scenarios to promote and land applications, and the smart factory assessment rate of Shanghai’s industrial enterprises exceeds 70%. The production efficiency of smart factories in Shanghai has increased by more than 50% on average, and the operating cost has decreased by more than 30% on average, driving the cumulative energy consumption per unit of added value down by 13.8%.

1794-AENTR Although China’s robot industry is developing rapidly, but China’s industrial robot demand is still huge, according to the first leopard research Institute predicts that by 2025, China’s industrial robot ontology industry market size will reach 84.04 billion yuan, 20-25 annual compound growth rate of 14.5%, according to the estimate of industrial robot sales compound growth rate of about 20%.

The Great Wall Securities said that the commercialization of humanoid robots is imminent and is expected to become a new blue ocean of 100 billion dollars. The advantage of “anthropomorphism” gives humanoid robots universality, makes them have broad application prospects, and the industry contains huge value potential. With the improvement of intelligent and autonomous movement capabilities and the gradual decline of costs, humanoid robots are expected to experience explosive growth in the next decade, taking the lead in the use of manufacturing, and gradually expanding to the field of household and public services. Under neutral assumptions, the global humanoid robot market is expected to reach $110.3 billion in 2035, with a CAGR of 68.6% from 2025 to 2035.

1794-AENTR Sinolink Securities believes that there is a definite demand in the industry, and there is a broad space for the growth of humanoid robots. The demand for humanoid robots continues to exist, and the supply-side changes in 2023 will promote the attention of humanoid robots. On the demand side, due to the decrease in labor force, the continuous increase in labor costs, and the superposition of national security factors, humanoid robots have a continuous increase in definite demand. On the supply side, generative AI makes embodied intelligence have the possibility of landing, and the supporting system of the industrial chain is gradually improving, promoting humanoid robots to open up growth space.