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A recent set of data has sparked heated discussions in the manufacturing sector: in 2024, a certain Eastern country is expected to install nearly 300,000 new Bots in its factories, a number that exceeds the total for all other regions worldwide. Even more astonishing is that the country’s industrial Bots inventory has already surpassed 2 million units — five times that of a certain developed country in North America.
Behind this set of numbers lies a profound change occurring in the global industrial landscape.
**Old Narratives Slapped by Data**
Over the past decade, doubts about the manufacturing industry in this country have never ceased. The most common saying is "relying on manpower"—but reports from the International Federation of Robotics show that the country's industrial robot density has long surpassed that of many established industrial nations. In 2024, new installations account for 54% of the global total, and local brand sales have surpassed foreign suppliers for the first time. In precision manufacturing workshops, the process accuracy achieved by robotic arms has reached the micrometer level.
The so-called "demographic dividend" has quietly upgraded to "intelligent dividend". After many multinational corporate executives visit the local area for inspection, the first thing they say upon returning is: "It's much more advanced than we imagined."
Another frequently mentioned question is "technology relies on imitation." But just look at the new energy sector – over 20 million electric vehicles worldwide use batteries, the vast majority of which come from this country. Liquid lithium battery technology has gone through several generations of iterations, and the research and development of solid-state batteries is at the forefront. From components to complete systems, photovoltaic and wind power equipment dominate the market, with a technological gap of at least two to three generations.
It was only when traditional automotive companies in Europe and America were squeezed by new energy vehicles to the point of gasping for breath that they realized their competitors' technological lead was not a rumor, but a crushing market advantage backed by real money.
**Resource Cards and Rule Cards**
Some people still like to explain competitiveness with "relying on subsidies." But just look at the distribution of key resources: 96% of global gallium production and 92% of rare earth refining capacity are concentrated in one place. Even with export controls on gallium and rare earths, Western companies still find it difficult to find alternatives in high-end manufacturing and the new energy sector.
The patent technology barrier for rare earth refining is there; complaining about "unfair subsidies" is actually another form of powerlessness.
Ironically, it is the accusation of "forced technology transfer". For years, no foreign company has provided solid evidence, while in 2025, a certain European Union publicly planned to introduce new regulations: requiring Eastern enterprises investing in Europe to hand over battery and core automotive technologies, or they would be denied market access. With tariff barriers and forced technology demands in place, who exactly is violating free trade rules?
**Unsolvable Industry Chain Density**
More and more people are realizing that the "unsolvable" aspect of this country's industrial layout lies in the overlap of three dimensions:
Complete industrial chain coverage - from upstream raw materials to downstream end products, every link can be supported domestically;
Continuous technological iteration capability - the proportion of R&D investment in GDP steadily rises every year, and the number of patent applications has ranked first in the world for many consecutive years.
Clear strategic planning - from "Made in China 2025" to "Dual Carbon Goals", policy guidance has always focused on high-quality development.
This systemic advantage cannot be replicated by breakthroughs at single points. While competitors are still using public opinion warfare and trade barriers to cope, others have already laid out plans in the next generation technology track.
**Written at the end**
The balance of global manufacturing is shifting, which is a natural result of decades of industrial accumulation and technological investment. Some people choose to replace innovation with "smearing" and competition with "blockades," and the outcome was doomed from the start.
The competition of industrial strength ultimately depends on the products to speak for themselves and the market to validate. Data does not lie, and neither does the supply chain.