2025年，全球工厂共安装了60.3万台工业机器人，同比增长11%，其中中国安装了35.4万台，占比达59%。这些数据来自国际机器人联合会（IFR），该组织于周四发布了《2026年世界机器人》报告。
Factories around the world installed 603,000 industrial robots in 2025, up 11%, and China accounted for 354,000 of them, or 59%. The figures come from the International Federation of Robotics (IFR), which published its World Robotics 2026 report on Thursday.
国际机器人联合会表示，工厂中正在运行的机器人数量增长了9%，达到创纪录的500万台，是七年前的两倍多。该联合会是一个非营利组织，代表包括机器人制造商在内的3000多个机构。其主席简·赫夫纳（Jane Heffner）同时也是泰瑞达机器人公司（Teradyne Robotics）的全球副总裁。
The number of robots at work in factories rose 9% to a record 5 million, more than double the figure seven years ago, the IFR said. The federation is a non-profit that represents more than 3,000 organisations, including robot makers. Its president, Jane Heffner, is also a global vice president at Teradyne Robotics.
赫夫纳表示：“增长最强劲的地区是亚洲，其次是美洲。欧洲的进展则相对缓慢。”
“The strongest growth is taking place in Asia, followed by Americas. Europe is moving ahead more slowly,” Heffner said.
中国的安装量超过世界其他地区的总和。2025年，中国的机器人安装量增长了20%，比之前的纪录高出近6万台。中国品牌售出了其中的19.5万台，同比增长15%。这使得中国品牌在国内市场的份额达到55%，较2024年的57%有所下降，因为外国供应商的增长速度更快，达到了27%。
China installs more than the rest of the world combined China’s installations grew 20% in 2025, beating its previous record by almost 60,000 units. Chinese brands sold 195,000 of those robots, up 15%. That gave them 55% of their home market, down from 57% in 2024, as foreign suppliers grew faster, by 27%.
电子制造商是最大的买家，采购量为9.64万台。汽车制造商安装了创纪录的7.89万台，同比增长38%；金属和机械行业安装了7.87万台，同比增长44%。并非所有新兴市场都表现强劲。食品饮料行业的安装量在2024年增长了86%之后，今年下降了37%；纺织行业则下降了92%。
Electronics makers were the biggest buyers, with 96,400 units. Car makers installed a record 78,900, up 38%, and the metal and machinery industry 78,700, up 44%. Not every new market held up. Food and beverage installations fell 37% after rising 86% in 2024, and textiles dropped by 92%.
赫夫纳表示：“中国在现代化其工业体系方面的成功，基于其十年前启动的国家机器人战略。”
“China’s success in modernising its industrial system is based on its national robotics strategy, which was initiated ten years ago,” Heffner said.
该战略的最新更新版本是2026年至2030年的第十五个五年规划的一部分。赫夫纳在国际机器人联合会的中国报告中指出，该规划将中国的AI研究指向物理应用，以机器人作为增长的主要驱动力。该联合会预计，由于人口老龄化导致工厂劳动力短缺，中国机器人市场在2029年之前将以每年5%至10%的速度增长。
The latest update of that strategy is part of the 15th Five-Year Plan for 2026 to 2030. It points China’s AI research at physical uses, with robots as the main drivers of growth, Heffner said in the IFR’s China report. The federation expects the Chinese market to grow by 5% to 10% a year until 2029, because an ageing population is leaving factories short of workers.
美国超越日本 美国安装了3.84万台机器人，增长12%，并超越日本成为第二大市场。IFR在其美国报告中表示，这是美国有记录以来第三强劲的年份，仅次于2018年和2022年。
The US passes Japan The United States installed 38,400 robots, up 12%, and overtook Japan as the second-largest market. It was the third-strongest year on record for the US, behind 2018 and 2022, the IFR said in its US report.
“增长来自食品行业以及仓储、物流或医疗等领域。与此同时，汽车行业作为最大客户保持稳定，”赫夫纳表示。
“Growth came from the food industry and sectors like warehousing, logistics or medical. At the same time automotive has stayed stable as the largest customer,” Heffner said.
汽车制造商在美国安装了1.35万台机器人，下降1%，食品和饮料公司安装了2900台，增长30%。根据IFR的数据，美国的大多数机器人仍从日本和欧洲进口。
Car makers installed 13,500 robots in the US, down 1%, and food and beverage companies 2,900, up 30%. Most robots in the US are still imported from Japan and Europe, according to the IFR.
日本安装了36219台，下降19%，为十年来最低总量。韩国以约3万台保持第四，下降1%。印度升至第六，安装近1.05万台，增长15%。
Japan installed 36,219 units, down 19% and its lowest total in a decade. South Korea stayed fourth with about 30,000, down 1%. India rose to sixth place with almost 10,500, up 15%.
欧洲回落 IFR在其欧盟报告中表示，欧盟在2025年安装了6.05万台机器人，下降11%。亚洲安装了457315台，增长14%，美洲安装了57044台，同样增长14%。在欧盟工厂中工作的机器人数量仍首次超过70万台。达到71.2万台，比2015年高出80%以上。
Europe falls back The EU installed 60,500 robots in 2025, down 11%, the IFR said in its EU report. Asia installed 457,315, up 14%, and the Americas 57,044, also up 14%. The number of robots working in EU factories still passed 700,000 for the first time. At 712,000, it is more than 80% higher than in 2015.
德国仍是欧洲最大市场，也是全球第五大市场。其安装了24842台机器人，占欧盟总量的41%，但比2024年减少8%。IFR指出，德国仍处于衰退之中。意大利安装了7800台，下降11%，法国4500台，下降8%，西班牙4300台，下降15%。在整个欧盟，汽车制造商将其安装量削减25%，至1.49万台。
Germany remains the largest market in Europe and the fifth-largest in the world. It installed 24,842 robots, 41% of the EU total, but 8% fewer than in 2024. The IFR noted that Germany remains in recession. Italy installed 7,800, down 11%, France 4,500, down 8%, and Spain 4,300, down 15%. Across the EU, car makers cut their installations by 25% to 14,900.
IFR表示，中国供应商也在进入欧盟，首批企业已设立欧洲分销中心。美国等其他关键市场的贸易限制可能会加快这一进程。欧洲公司也在打造自己的硬件，例如NEURA和SECO计划推出的机器人计算模块。
Chinese suppliers are also moving into the EU, and the first have set up European distribution hubs, the IFR said. Trade restrictions in other key markets such as the US might speed that up. European companies are building their own hardware too, such as the robot compute modules planned by NEURA and SECO.
预测与人形机器人 IFR预计，2026年全球安装量将增长9%，达到65.5万台，2029年将增至80.6万台。IFR预计，今年亚洲安装量将增长11%，美洲增长2%，欧洲则不会增长。从2027年至2029年，预计欧洲每年将增长6%，高于美洲的2%，但低于亚洲的8%。
The forecast, and the humanoids The IFR expects global installations to rise 9% to 655,000 in 2026 and reach 806,000 in 2029. It forecasts 11% growth in Asia this year, 2% in the Americas and none in Europe. From 2027 to 2029, it expects Europe to grow by 6% a year, ahead of the Americas at 2% but behind Asia at 8%.
人形机器人目前仍只占市场的一小部分。据IFR数据，2025年全球售出了近7000台身高超过140厘米的全尺寸人形机器人。IFR统计了174家人形机器人制造商，其中一半以上位于中国，许多企业都是近期才成立的，例如正在研发模块化人形机器人的日本初创公司O-ID。
Humanoid robots remain a small part of the market. Nearly 7,000 full-size humanoids, taller than 140cm, were sold worldwide in 2025, according to the IFR. It counts 174 humanoid makers, more than half of them in China, and many were founded only recently, like the Japanese startup O-ID, which is building modular humanoid robots.
中国数据监管机构计划制定具身智能数据标准，据报道，北京正在放缓人形机器人企业首次公开募股。IFR表示，人形机器人仍在努力实现从实验室到试点应用的跨越。安全性、可靠性、训练数据匮乏以及缺乏可行的商业模式，都在阻碍这一进程。
China’s data regulator plans standards for embodied AI data, and Beijing is reportedly slowing humanoid robot IPOs. The IFR said humanoids are still making the leap from laboratories to pilots. Safety, reliability, a lack of training data and the lack of a viable business case all stand in the way, it said.