Mei Ri Jing Ji Xin Wen·2025-08-06 07:40Core Insights - The "Implementation Plan for the Development of Embodied Intelligence Industry in Shanghai" has been recently issued, aiming for breakthroughs in at least 20 core algorithms and technologies related to embodied models and embodied corpora by 2027, along with the establishment of no less than 4 high-quality incubators in the embodied intelligence sector, and a core industry scale exceeding 50 billion yuan [1] Industry Developments - Major internet companies have been actively investing in the embodied intelligence field, with JD.com and Meituan leading multiple investments in related enterprises, while Baidu Smart Cloud and Ant Group's Lingbo Technology are also engaged in research and development [1] - These large companies are integrating resources through strategic investments and the establishment of subsidiaries, exploring intersections between the internet sector and embodied intelligence, which is expected to create new growth points and enhance the value of the sector [1] Market Outlook - CITIC Securities predicts that 2025 will be the year of mass production for the embodied intelligence robotics industry, potentially driving a new wave of industrial revolution [1] - As the embodied intelligence industry gains momentum, internet companies are anticipated to encounter new growth opportunities, with a focus on Hang Seng Internet ETF (513330) related to JD.com, Alibaba, and Baidu, which may experience a valuation recovery trend [1]