华为，热门赛道大消息！

Group 1 - Huawei and Ubtech signed a comprehensive cooperation agreement focusing on embodied intelligence and humanoid robots, aiming to innovate in product technology development, application scenarios, and industrial systems [2] - The collaboration will leverage Huawei's technological capabilities in Ascend, Kunpeng, Huawei Cloud, and large models, combined with Ubtech's full-stack humanoid robot technology to enhance efficiency and scalability in industrial and household applications [2] - The partnership includes the establishment of an embodied intelligence innovation center and the development of a "humanoid robot + smart factory" demonstration project [2] Group 2 - Ubtech has signed a procurement contract for large-scale humanoid robots, marking the first small-batch humanoid robot procurement contract globally, which will be used in automotive manufacturing and commercial reception [3] - This contract signifies a solid step towards the commercialization of embodied intelligent robots in industrial manufacturing scenarios, particularly in automotive factories [3] - The Shenzhen Robotics Industry Development White Paper projects the total output value of Shenzhen's robot industry to reach 201.2 billion yuan in 2024, reflecting a year-on-year growth of 12.58% [3] Group 3 - Huawei is actively participating in the humanoid robot sector, having previously showcased the Pangu large model 5.0 and the Leju Kuafu humanoid robot, highlighting their potential in various applications [4] - Huawei's investment platform, Hubble Technology, has invested in companies focused on embodied intelligent robots and industrial software, expanding its strategic footprint in AI and high-end manufacturing [4] Group 4 - CITIC Securities predicts that 2025 will be the year of mass production for embodied intelligent robots, marking a significant integration of AI and robotics, which is expected to drive a new industrial revolution [5] - The development of embodied intelligent robots represents a critical point in technology and commercialization, serving as a core driver for global manufacturing upgrades and social governance changes [5] - Huawei's extensive technical expertise and market resources position it to enhance the product technology and market reach of robot companies, accelerating their development and commercialization processes [5]