In the first half of this year, China's robotics industry witnessed an unprecedented wave of initial public offerings (IPOs). Data compiled by the reporter indicates that by the end of June, more than 50 robotics-related companies were queuing for IPOs on the Chinese mainland's A-share market and the Hong Kong Stock Exchange. An analysis of 123 listed companies across the robotics industry chain on the A-share and Hong Kong stock market shows that Guangdong ranks first nationwide with 35 listed robotics-related companies, maintaining a commanding lead.

In 2025, sales revenue from Guangdong's robotics industry exceeded 140.4 billion yuan. Over the past three years, the industry's average annual growth rate reached 8.4%. During the same period, the average annual growth rate of tax revenue generated by the industry outpaced that of the province's overall industrial tax revenue by 12.9 percentage points, indicating continuous improvement in the industry's profitability and value-added capacity. Meanwhile, Guangdong has ranked first in China's industrial robot output for six consecutive years, accounting for nearly 45% of the national total. The number of robotics companies in the province has exceeded 12,400, with industrial clustering becoming increasingly prominent.

As one of China's manufacturing powerhouses, Guangdong continues to generate strong demand for industrial robots as vast numbers of industrial companies accelerate intelligent transformation and upgrading. At the same time, its consumer market of over 100 million people and well-established commercial service scenarios have significantly boosted the adoption of service robots. Statistics show that in 2025, industrial robot, service robot, and special robot companies accounted for over 40%, around 40%, and around 20% of the total, respectively. Their shares of total sales revenue exceeded 50%, 30%, and 20%, respectively.

广东加速抢滩机器人上市潮

今年上半年，国内机器人行业迎来空前密集的IPO爆发期，据记者不完全统计，截至今年6月末，在A股和港交所排队IPO的机器人相关企业已超过50家。记者梳理123家A股、港股机器人产业链上市企业数据发现，广东以35家相关上市企业位居全国首位，体量断层领先。

2025年，广东机器人产业相关产品销售收入突破1404亿元，近3年年均增速达8.4%；其国内税收收入年均增速高出全省工业税收增速12.9个百分点，说明产业盈利能级与附加值持续攀升。与此同时，广东工业机器人产量已连续6年稳居全国首位，占全国总产量近四成半；机器人企业户数突破1.24万家，产业集聚效应日益凸显。

作为制造业大省，广东海量工业企业智能化改造需求持续释放工业机器人市场空间，同时，超亿人口的消费市场、成熟的商用服务场景，有力带动服务机器人快速普及。数据显示，2025年，工业机器人、服务机器人、特种机器人企业占比分别达40%以上、40%左右和20%左右，销售收入占比突破50%、30%与20%。

文丨记者 莫谨榕
翻译丨郑书悦
审校丨曾敏