Nā Kumu o ka Ulu ʻana o ke Koi

• · Nā lima akamai no nā robots humanoidPono kēlā me kēia ʻāpana i 10 a 12 mau seti o nā wili pōpō liʻiliʻi. ʻO ka nui o ka mākeke kūloko o kēia ʻāpana ma kahi o 450 miliona RMB i ka makahiki 2026, me ka nui o ka ulu makahiki e manaʻo ʻia e ʻoi aku ma mua o 40% i nā makahiki ʻekolu e hiki mai ana.
• · ʻO ka hoʻopili ʻana o ka semiconductor, ka nānā ʻana o ka wafer a me nā lako hana pololei 3CʻO kēia ʻāpana e hāʻawi i ka 46% o ka nui o ke koi kūloko no nā wili pōpō liʻiliʻi, ʻo ia ke kahua noi nui loa.
• · Nā lako lapaʻau minimally invasive, nā lako hana kiʻi a me ka hale hana optical
  nā mea kaniKe noho nei i 23% o ka nui o ke koi, ke ʻike nei nā wili pōpō maʻemaʻe kiʻekiʻe a me nā wili walaʻau haʻahaʻa i ka piʻi mau ʻana o ke koi.

III. Ka Hiki o ka Mākeke o nā Alanui i Hoʻokaʻawale ʻia

1. Nā wili kinipōpō liʻiliʻi no nā lima akamai o ka robot humanoid

Ua hōʻea ka pae mākeke kūloko ma kahi o 450 miliona RMB i ka makahiki 2026. Ua wānana nā ʻoihana e ʻoi aku ka nui o ka mākeke honua o nā wili pōpō liʻiliʻi no nā lima akamai ma mua o 3 biliona RMB ma ka makahiki 2028, me ka wahi hoʻololi mai waho e ʻoi aku ma mua o 2 biliona RMB.

2. Nā wili kinipōpō liʻiliʻi no nā lako hana Semiconductor Precision

ʻO ke koi kūloko makahiki ma kahi o 1.2 biliona RMB. Ma kahi o 90% o nā huahana Papa C1 kiʻekiʻe e hilinaʻi nei i nā mea i lawe ʻia mai, e lilo ana kēia i ala holomua nui no nā mea hana kūloko.

3. Nā wili kinipōpō liʻiliʻi no nā mea lapaʻau kikoʻī

Ua piʻi ka nui o ka mākeke i 620 miliona RMB i ka makahiki 2026. Hoʻokele ʻia e nā robots ʻokiʻoki, nā lako pathological a me nā mea hana kiʻi, mālama ka ʻāpana i kahi ulu makahiki ma mua o 22%.

IV. Nā Hopena Koʻikoʻi no ka Ulu ʻana o ka ʻOihana

Ke kūpaʻa nei ke koi mai nā lako keʻena kuʻuna a me nā mea hana liʻiliʻi automated. ʻO nā ala nui ʻekolu - nā robots humanoid, semiconductors a me nā lako lapaʻau kiʻekiʻe - ke hoʻoulu nei i ka ulu wikiwiki ʻana o ka ʻoihana, a ʻo ka loaʻa kālā nui o nā wili pōpō liʻiliʻi kiʻekiʻe hiki ke piʻi i 55% a 65%.

I ka wā lōʻihi, me nā holomua ʻenehana mau i ka wili ʻana i nā koʻokoʻo maikaʻi loa a me nā kaʻina hana hōʻuluʻulu nati liʻiliʻi, manaʻo ʻia e piʻi aʻe ka nui o ka localization kūloko o nā wili pōpō miniature kiʻekiʻe ma luna o 55% ma ka makahiki 2029, a ʻoi aku ka nui o ka mākeke holoʻokoʻa o Kina ma mua o 6 biliona RMB.