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  4月15日,南风送来一丝初入夏的热浪,广交会展馆照例聚拢起如织的人潮。

  这两天,展场内的机器人公司都听到了一个消息:一位来自英国的采购商,想采购2000只机器狗。

  虽然这笔买卖因单量过大而无法达成,但却足以让参展的机器人企业感到振奋:来广交会就对了!

  第137届广交会首设“服务机器人专区”,聚集了来自全国各地的46家企业,产品囊括机械狗、仿生猫、机器球、人形机器人、巡检机器人、骨科手术操刀手等,它们多为初创公司,不少是首度参加广交会的“新面孔”。其中,不乏近年声名大噪的明星公司,“杭州六小龙”里便有三家现身展区。

  这些茁壮成长中的企业,近乎饥渴般寻找一切开疆扩土的机会,在AI技术赋能、国内场景初验后,它们的视线自然而然地转向海外。

  这背后,多重信号值得解析:首先,中国机器人产业已成气候,一场展会便集聚了数十家代表性企业,成了中国科技产业高速发展的一个缩影;其次,集体竞逐全球大市场,意味着中国机器人的场景应用能力显著提升,场景是驱动科技产业发展的重要力量;再次,海外市场需求可期,这从广交会机器人展区火爆程度便可一窥。

  这不仅是一场供需的“巧遇”,更是广交会的托举。作为“中国第一展”,广交会举办68年所搭建的经贸网络,对中国机器人出海有着巨大的平台功能和服务价值。从服装鞋帽,到“新三样”,再到如今的机器人,广交会上的外贸“主角”蝶变,不断书写着中国制造和中国外贸的新叙事。

  中国智造以新动能和强韧性,航向全球市场这个汪洋大海。

图片来源:本报记者梁远浩摄

  机器人“新面孔”广交天下

  来广交会之前,田罡原本准备了厚厚一摞名片,可到了第二天,名片夹就告急。

  他告诉南方财经全媒体记者,一天多时间里,他们接待的意向客户已有上百个。

  田罡是魔法原子的销售总监。这家成立于2024年初的新生代公司,今年带着人形机器人“小麦”和机器狗首度奔赴广交会,便被各国客商团团围住。其间,“小麦”迈开双足、在站位周遭走了几趟,并同人们握手、交谈;不少人还被会翻筋斗的机器狗们吸引,摸摸“狗头”,它们便会流露出俏皮或不耐烦的神态。

  随着产品逐渐成熟和崭露头角,魔法原子也开始观望向海外延伸触角的机会。

  “谁都没预料到热度会这么高,我们的机器狗已经卖出了好几台。很多客人来展位看一看之后,就想要打包拎走。”田罡介绍。

  明星初创公司、新面市产品、广交会上的“新面孔”,这样的三重身份,也是“服务机器人专区”内大多数机器人公司的共通之处。

  多重因素都在加速智能机器人“大航海”的进程。

  一方面,日新月异的AI技术迅速将技术红利向机器人溢出,即便高悬于技术“峭壁”上的人形机器人也在工厂等场景中初步验证了可行性,应用侧也展现出了日渐升温的热情;另一方面,技术进步继而支撑成本下探,主流机器人公司陆续公布了量产计划。

  在此背景下,众多机器人企业开始将一只脚踏在了出海的门槛上。在对新市场、新订单的渴望下,它们纷纷来到了广交会。

  魔法原子的故事,也发生在元化智能身上。目前,其耗时六年时间打磨的拳头产品“锟铻®全骨科手术机器人”已在全国完成超4000余例手术。元化智能科技(深圳)有限公司董事长兼总经理孟李艾俐表示,公司正全力加速推进锟铻机器人的海外认证工作,同时,已与多家海外医疗机构达成初步合作意向。

  此外,广州里工实业有限公司于去年推出了自己的第一具全尺寸人形机器人“里掂”。今年首次上广交会的里工实业,也带上了“里掂”。

  里工实业海外拓展总监谢辰霄刚从德国出差回来,他透露,今年一季度,公司各类智能机器人已经在印度、阿根廷接到了多个订单;2024年,公司出口同比增长了三倍左右,市场主要集中在欧洲、东南亚、南美等地。

  机器人公司怀揣“航海梦”来到广交会试水,这里也成为它们开启大航海的母港。

  中国智造新叙事

  今年,广交会首设“服务机器人专区”,展区内46家企业绝大多数是行业内相当顶流的存在,产品阵容颇为强大,今年呼声颇高的“杭州六小龙”中,宇树科技、云深处、强脑科技三家企业也都来到了现场。

  广交会为何要开辟机器人展区?这背后其实是一脉相承的中国制造新叙事。

  二十一世纪初,作为“中国南大门”的广东客商云集,将“珠江水、广东粮、岭南衣、粤家电”兜售全球;此后,工厂和订单“东南飞”带来转型阵痛,但很快,以电动汽车、锂电池和光伏产品为代表的“新三样”走红,广交会也先后增设了新能源、智能制造等展区。

  今天,时针继续转动,刻度指向了机器人。

  一方面,新生动能悄然酝酿,广交会自然紧跟潮流。今年以来,围绕人工智能与机器人,新政策层出不穷。全国层面,《人形机器人创新发展指导意见》《关于推动未来产业创新发展的实施意见》等相继出炉,各省市也纷纷跟进细化地方政策。

  今年,业界普遍认为,作为具身智能代表的人形机器人迎来“量产元年”。《2025人形机器人与具身智能产业研究报告》预测,2025年中国人形机器人市场规模预计达82.39亿元,占全球约50%。广东省机器人协会执行会长、中国机器人产业联盟理事任玉桐也认为,未来十年,机器人产业要超过汽车产业。

  换句话说,广交会上的一角,透视着海面下的庞大产业冰山。

  另一方面,全球外贸日益增长的不确定之下,机器人产品也展现出来强劲的对抗风暴的韧性。多位机器人公司负责人反馈,就机器人行业而言,各方拓展海外市场的步子刚刚迈开,不可能被阻停,多地客户均展现出较高的购买意愿。

  谢辰霄认为,智能机器人自始至终走的就不是低端路线,客户付费能力都经得住考验,很多中资企业前往东南亚设厂后,也会采购里工的机器人产品带到当地;从供应链的角度来看,关键部件国产化率也不断提升,在关税风暴下,这确保了产品成本不会有太大的浮动,拉升了行业的抗风险能力。

  钛虎机器人的出海步伐也未停下,其相关负责人都鸿鹏透露,已经有一些海外客商将公司的人形机器人整机用于工厂测试中,且公司还计划前往美国开设技术中心,至少高校、研究所等方面仍愿意买单。

  “中国第一展”还在继续调整展区、拓宽渠道,用过去68年里积攒的人脉、供需网和平台效应,继续赋能中国制造的新动能,在不确定性里为中国外贸寻找韧性的可能。

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