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加入高工机器人专业行业群,加微信:18565829548,出示名片,仅限机器人及智能制造产业链相关企业。

*本文共约 1908 字,阅读完成需 4 分钟。

机器人产业正在上演一场激烈的“跑马圈地”之战。

机器人产业发展势头迅猛,产业链企业纷纷投身扩产行列。比如埃夫特拟投入不超过19亿元资金建设机器人超级工厂及全球总部项目,拓普集团、三花智控等累计规划投入上百亿元扩充核心零部件产能,行星滚柱丝杠企业新剑传动也启动了年产100万台项目。

同时,企业设立研发中心也已成为潮流,比如汇川技术在南京签约建立研发测试中心,步科股份设立成都研发中心办公楼(三期)项目、麦格米特在长沙设立研发中心等等。

机器人产业链企业通过扩产能与设研发中心双管齐下,试图在机器人市场中抢占先机,以规模优势为支撑,以技术创新为引领,在加速奔跑中不断构建自身的竞争壁垒。

17个机器人相关项目传新进展

据高工机器人不完全统计,进入2025年以来,已有约15家机器人产业链企业的生产或研发基地项目传出新进展(注:涉及17个机器人相关项目),具体如下表:

高工机器人整理制表

从以上17个机器人相关项目的进展阶段来看,有8个项目处于签约阶段,1个项目为拟投阶段,3个项目处于奠基阶段,1个项目处于揭牌阶段,1个项目处于落成阶段,2个项目进入投产阶段,还有1个项目宣布延期。

在17个项目中,有8个处于签约阶段,占比约达50%。这表明2025年以来,越来越多的企业开始在扩产或研发方面发力。

究其原因,一方面是各地政府为推动产业升级,积极出台扶持机器人产业的政策。以苏州为例,当地政府设立专项产业扶持基金,对入驻的机器人企业给予资金补贴和税收优惠,吸引了众多企业投资。

另一方面,随着人工智能、智能制造快速发展,机器人市场需求持续增长,企业为抢占市场份额,提前布局,通过签约锁定合作关系与资源。

项目内容聚焦领域多元化

从项目涉及领域来看,17个项目覆盖了机器人本体和核心零部件两大关键领域。

其中,涉及机器人本体的企业有汇川技术、法奥机器人、艾利特机器人、华盛控、汇博机器人、均普智能、中鼎股份等,覆盖协作机器人、工业机器人、重工智能机器人、具身智能机器人、医疗机器人等多个细分领域。

涉及到机器人核心零部件的企业主要有汇川技术、钧舵机器人、步科股份、智同科技、中鼎股份、鸣志电器、新剑传动、斯克斯机器人、慧联达科技等,覆盖伺服系统、控制器、灵巧手、电机、关节模组、减速器、滚珠丝杠等多个领域。

某种程度来看,不同行业对机器人应用的需求差异,正推动着机器人产业链企业开拓多元化细分市场。例如3C电子、汽车、康养、新零售、重工等行业,对机器人类型和功能需求各不相同。

法奥机器人总经理&联合创始人巩相峰在接受高工机器人调研时表示,2025年,法奥机器人将继续聚焦在船舶焊接等领域,同时细化在3C电子、汽车领域、康养及新零售领域的布局。帝尔博格总经理张本透露,其产品已用于国内外工程机械、军工、冶金、航空航天、船舶、能源装备、海工等行业。汇博机器人则加快推动具身智能机器人赋能千行百业等等。

项目建设聚焦三大方向

从以上17个机器人相关项目的建设方向来看,主要聚焦生产制造、技术研发和总部基地建设等三大方向。

法奥机器人、汇川技术、新剑传动、斯克斯机器人、华盛控等主要聚焦机器人整机或核心零部件的生产制造环节,包括建设生产厂房、购置生产设备,提升产能。

比如法奥机器人计划年产智能协作机器人20000台;汇川技术南京基地建成后具备年产40万台机器人及其配套产品的生产能力;新剑传动建设年产100万台人形机器人行星滚柱丝杠智能物联制造产线;斯克斯机器人实现滚珠丝杆等工业母机关键功能部件产业化生产,预计年产5万套滚珠丝杠副产品。

汇川技术、帝尔博格、智同科技、汇博机器人、鸣志电器、步科股份等将技术研发作为着重发力的方向,涵盖智能感知、智能控制、具身学习等核心技术研发创新,搭建研发实验室、工程试验平台、综合测试平台等。

以汇川技术在南京签约的研发测试中心为例,其将主要围绕工业机器人及核心零部件,提供研发、测试、生产等全产业链服务,更好满足市场应用需求;帝尔博格推进“重工智能机器人全产业链产线及平台级解决方案”的研发;智同科技搭建全球领先的工程试验平台、综合测试平台,建成高精密减速机研发制造中心及创新中心;汇博机器人创新基地致力于智能感知、智能控制及具身学习等核心技术的研发等。

艾利特机器人、华盛控、鸣志电器、中鼎股份等企业的项目则主要是建设集办公、研发、生产、销售、技术支持等多功能于一体的总部基地。

例如艾利特机器人的总部项目签约落地苏州,主要为了整合资源,强化研发与生产能力;华盛控的总部基地主要从事多款智能工业机器人及机器人控制系统和软件的研发、生产、销售;鸣志电器的全球总部主要建设研发中心、智能制造车间、全球销售与技术支持中心等。

总体而言,人工智能、传感器、控制技术等不断进步,为机器人多元化发展和技术创新提供可能,企业需要加大研发投入,紧跟技术发展步伐。同时,机器人产业的发展离不开产业链上下游协同合作,企业通过整合资源、加强产业协同,能优化资源配置,提高生产效率,降低成本,增强产业整体竞争力。

注:封面图为汇川技术南京基地

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