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雙城聯動,技術驅動未來,機器人行業迎來的產業提速階段

在剛剛過去的盛夏,上海與北京接連舉辦兩場機器人行業盛會,2025世界人工智能大會於7月26日至28日在中國上海舉辦,8月8日,2025世界機器人大會在北京開幕,不僅凸顯了兌該領域的重視,也反映了行業在智能化、自動化、人形機器人等方向上的進一步推進。

從行業特點來看,機器人技術正從傳統工業製造向更多高附加值領域滲透,特別是在智能製造、新能源、醫療、物流、具身智能等應用場景中,機器人已成為推動產業升級的關鍵力量。

行業趨勢方面,隨著“人形機器人”概念的興起,機器人與AI、邊緣計算、5G、視覺識別等技術融合加速,使得機器人產品具備更強的感知、決策與執行能力,從而拓展至智慧能源、低空經濟、智能家居等新興市場。相關上市公司如景業智能、凱爾達等,已在核工業、軍工、新能源等特殊場景中實現“機器換人”,提升作業安全性與效率。

展望未來,機器人行業有望受益於國家“十四五”智能製造發展規劃及“雙碳”目標的持續推進。目前產業政策支持力度持續加大,如廣東已出臺專項政策,對人工智能與機器人產業的核心技術攻關、優質企業培育等提供財政支持,單個項目最高可達5000萬元獎補。

隨著人形機器人商業化進程加快,產業鏈上下游企業將迎來更多發展機遇,尤其是具備核心技術、高可靠性及定制化服務能力的頭部企業。

在投資標的推薦上,建議重點關注具備核心技術、客戶結構優質、財務穩健的上市公司。推薦標的包括:

綠的諧波(688017.SH):作為國內諧波減速器龍頭企業,其技術實力和進口替代能力突出,且在人形機器人關節等關鍵部件上具備先發優勢;

埃斯頓(603017.SH):公司深耕自動化控制與工業機器人領域,產品線齊全,客戶覆蓋廣泛,具備較強的系統集成能力;

億嘉和(603666.SH):在機器人智能應用方面佈局較早,已涉足智慧電力、工業交通、低空經濟等新興領域,具備多場景拓展能力。

撰稿: 章晶研究分析員
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