着力打造具身智能产业，将成为驱动汽车行业转型新引擎？

Core Insights - The Shanghai government aims to exceed a core industry scale of 50 billion yuan in embodied intelligence by 2027, focusing on key technology breakthroughs in perception decision-making, motion control, and operating systems [3][4] - The implementation plan is seen as a significant opportunity for the automotive parts industry, particularly in developing specialized chips and enhancing hardware-software collaboration [4][6] Industry Opportunities - The automotive industry is increasingly leaning towards intelligence, with embodied intelligence becoming a driving force for technological upgrades [5][6] - Embodied intelligence enhances environmental perception and decision-making capabilities in vehicles, improving safety and reliability in autonomous driving [6][9] - Traditional automakers and new entrants are establishing research institutions for embodied intelligence, indicating a necessity for integration in automotive intelligence [8][10] Technological Integration - The integration of embodied intelligence in vehicles is expected to create a more interactive user experience, allowing for natural communication through voice and gesture controls [9][10] - The shared supply chain and manufacturing experiences between smart vehicles and embodied intelligence will accelerate technological implementation and expand industry growth [9][12] Policy Support - National and local governments are increasingly supporting embodied intelligence, with policies being introduced to seize opportunities in this new sector [10][11] - Various regions, including Shanghai, Shenzhen, and Jiangsu, have launched specific action plans to foster innovation and development in embodied intelligence and smart automotive technologies [11][12] Market Dynamics - The automotive industry is entering a phase characterized by a combination of technological, policy, and market advantages, enhancing the penetration of embodied intelligence technologies [12] - The convergence of policy direction and technological trends is expected to propel the automotive industry towards a more intelligent, efficient, and sustainable future [12]