Industrial and Humanoid Robot Analysis

English summary

### Industrial and Humanoid Robot Analysis Time: 2026-07-29 17:04:56 Content: I. Overall Market Overview: OEM-Driven Recovery, Domestic Brands Accelerating Rise In Q2 2026, China's industrial automation market showed significant structural recovery, with overall year-on-year growth of 6%. The divergence in growth drivers is particularly evident: OEM (discrete automation) market: Became the main growth engine, up 17% YoY, continuing the recovery trend from Q1 2026. This indicates that factory automation activities, especially in discrete manufacturing related to consumer goods and electronics, are rebounding strongly. Project-based market: Performed weakly, down 1% YoY, showing that investment in large process industries (such as chemicals, petrochemicals) remains cautious. In the industrial robot field, total sales reached 101,000 units, up 17% YoY and 15% QoQ, accelerating from Q1 2026 (+14% YoY). ...