华为发力具身智能！下一个“赛力斯”是谁？

Core Insights - Huawei is making significant moves in the embodied intelligence sector, recently launching the Huawei Cloud Embodied Intelligence Industry Joint Innovation Center in Shenzhen, which has attracted nine well-known companies, including six listed firms, to establish subsidiaries in this field [1][10] - The Huawei Developer Conference 2025 introduced the CloudRobo embodied intelligence platform, aiming to transform all connected entities into embodied intelligent robots, marking a strategic shift in the AI landscape [3][4] - The Chinese government has recognized "embodied intelligence" as a key component of future industries, indicating its importance in national strategic planning [3][4] Industry Trends - The market for embodied intelligence is projected to grow significantly, with expectations to exceed 1 trillion yuan by 2026, driven by advancements in large model technologies [5][10] - Major companies like NVIDIA and Tesla are also investing in "large model + embodied intelligence" robotics, viewing intelligent robots as a second growth curve for their businesses [5][10] Huawei's Strategy - Huawei's approach mirrors its strategy in the automotive sector, focusing on providing a technological foundation and ecosystem collaboration rather than manufacturing end products [6][8] - The company aims to replicate the success of its automotive partnerships, such as with Seres, which transformed from a loss-making entity to one of China's top three car manufacturers with a market value exceeding 200 billion yuan [6][10] Regional Development - Shenzhen's Bao'an district is positioning itself as China's first "embodied intelligence port," fostering the growth of potential "unicorn" companies in this field [11][15] - The Huawei Cloud Embodied Intelligence Industry Joint Innovation Center is strategically located near significant tech hubs, enhancing collaboration and innovation within the industry [10][11] Collaborative Efforts - Huawei is engaging in partnerships with various companies to develop comprehensive solutions across different applications, including smart sorting, energy management, and intelligent healthcare [13][15] - The center has successfully attracted a diverse range of companies, from manufacturers to component developers, indicating a robust ecosystem for embodied intelligence [10][13]