portant; overflow-wrap: break-word !important;">过去几年间,机器人成为帮助各企业复工复产和快速发展的重要工具。portant; overflow-wrap: break-word !important;">在各行各业数字化转型的巨大需求牵引之下,机器人产业链上下游企业在各个不同领域都取得了亮眼的成果,产业迅速发展。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑; font-size: 15px; letter-spacing: 0.034em;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">2021年12月,中国政府联合15家机关部门发布了《“十四五”机器人产业发展规划》,明确了机器人产业规划的重大意义并提出了机器人产业规划的目标,将中国机器人产业再次推向了一个新的高度。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">而portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">今portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">年正是“十四五”政策实施的关键一年portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">。如今,portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">“十四五”过半,机器人产业发展情况如何?portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-indent: 0px; text-align: center; box-sizing: border-box !important; overflow-wrap: break-word !important;">狂飙3000多天后,机器人市场为什么开始变“冷”了?(图1)

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">从融资市场看,中国机器人网在整理近期融资事件时发现,今年以来,融资事件明显变少,披露金额也不及从前。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">据不完全统计,2022年机器人领域发生的融资事件300余起左右,融资金额过亿事件portant; overflow-wrap: break-word !important;">超100起,总融资金额超300亿portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">。(注意,本文中所提到的融资仅涵盖主攻机器人相关应用的国内企业,具体包括服务、工业、医疗、无人机等领域,下文相同。)

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">其中portant; overflow-wrap: break-word !important;">,上半年1~9月机器人行业融资市场相对火热,年中到年尾相对平缓,投资方更偏向中高端技术门槛,主要发生在工业机器人相关、医疗机器人、服务机器人三大领域。其中工业机器人相关领域发生融资事件企业数量最多,其次是医疗机器人领域,再是服务机器人领域。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important;">尽管受限于疫情等外生因素,在整体经济形势相对低迷的背景下,机器人行业在2022年仍然表现出较为强势的增长力,市场规模破1000亿,融资金额破300亿portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">。疫情的反复爆发催生了多领域对无人化、自动化、智能化生产力及劳动力的旺盛需求,使得整个机器人产业呈现健康走势。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">让我们将视线转回到今年,portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;">截至6月30日,今年国内机器人行业融资portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">事件portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;">共63起,已披露金额的融资事件中亿元级融资18起,融资金额总计约在50~60亿元portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">之间。portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">与去年相比,明显下降。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">具体来看,今年上半年portant; overflow-wrap: break-word !important;">获得融资的国内机器人企业主要分布于服务机器人、医疗机器人与工业机器人领域。上半年机器人赛道仅出现1笔超10亿元融资,也是单笔融资金额最高的融资。融资方为portant; overflow-wrap: break-word !important;">联合飞机,融资金额达到12亿人民币,其主要业务为工业无人机研发。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">为何今年以来的机器人融资市场不如以前?portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">根本原因,全球经济复苏放缓,外需增长乏力portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">。portant; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">2023年的特点是全球经济增长放缓。近期,中国机械工业联合会机器人工作部牵头对《“十四五”机器人产业发展规划》实施中期开展了评估工作,综合各方面意见形成了评估报告。

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inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">评估报告显示,复杂多变的国际局势带来当前不确定性,经济全球化遭遇逆流,大国博弈日趋激烈,世界进入新的动荡变革期。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;">国际货币基金组织(IMF)在2023年4月份《世界经济展望》报告中显示,2023年全球经济增速降至2.8%,比2022年10月份的预测数值下调0.4个百分点;世界银行在2023年6月份发布《全球经济展望报告》,预计全球经济增速将从2022年的3.1%下降至2023年的2.1%,其中发达经济体经济增速预计将从2.6%下降至0.7%,除中国以外的新兴市场和发展中经济体增速预计从4.1%下降至2.9%。在全球经济复苏乏力的背景下,机器人市场需求动力有所下降,机器人产业发展必然受到一定的制约和影响。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important;">另外,今年上半年,机器人行业原本的销量主力行业如电子、新能源汽车、动力电池、医疗等,需求出现萎靡,受下游景气度影响短期承压,机器人市场增长放缓portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px;">portant; overflow-wrap: break-word !important; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">虽然各种因素对今年上半年机器人产业的发展造成了一定影响,但是总体来看,在国内各方共同努力下,机器人产业发展还是稳步推进的,并取得了一些成效。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">国产机器人加速向高端化、智能化工业机器人迈进,应用深度广度加速拓展,落地场景日趋丰富。据MIR数据,继今年第一季度国内工业机器人内资市场份额突破40%、外资市场份额首次跌破60%后,内资工业机器人企业市场份额还在攀升,上半年达43.7%。

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">portant; overflow-wrap: break-word !important;" />

inkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif; font-size: 17px; letter-spacing: 0.544px; text-align: justify; text-indent: 0px; box-sizing: border-box !important; overflow-wrap: break-word !important;">portant; overflow-wrap: break-word !important; font-size: 15px; font-family: 微软雅黑;">在政府领导与“机器人+”等国家政策的落地实施情况下,国产替代逻辑愈发明确,内资龙头正在加速赶超外资品牌在国内的市场份额,国产崛起正当时。