前瞻全球产业早报：《上海市具身智能产业发展实施方案》发布

Group 1 - Anhui has surpassed Guangdong to become China's top automotive province, with a production of 1.4995 million vehicles in the first half of the year, marking a historic breakthrough [2] - The 2025 Future Science Prize winners were announced, recognizing significant contributions in life sciences, material sciences, and mathematics/computer science [2] Group 2 - Nvidia stated that its chips do not contain backdoors, kill switches, or monitoring software, addressing security concerns [3] - Shanghai's government released a plan to develop the embodied intelligence industry, aiming for breakthroughs in core technologies and a market scale exceeding 50 billion yuan by 2027 [3] Group 3 - Zhiyuan Robotics announced a breakthrough in research on data diversity in robot learning, challenging the traditional belief that more diverse data is always better [4] - Fourier launched the Care-bot GR-3, a humanoid robot designed for interactive companionship, standing 1.65m tall and weighing 71kg [6] Group 4 - A new rare earth permanent magnet motor with a thickness of only 6mm has been developed in Inner Mongolia, marking a significant advancement in high-end rare earth permanent magnet motor technology [6] - Taobao launched a new membership system that integrates various Alibaba resources, covering multiple lifestyle scenarios [6] Group 5 - Huawei's newly published patent for a vehicle formation method aims to reduce latency and enhance safety in intelligent driving [6] - *ST Songfa announced a board reshuffle due to significant changes in its business structure following a major asset swap [7] Group 6 - Microsoft announced the integration of OpenAI's gpt-oss model into Azure AI Foundry, allowing users to optimize performance and costs through flexible model combinations [7] - Apple is expected to hold the iPhone 17 series launch event on September 9, aligning with previous predictions [8] Group 7 - Elon Musk's xAI plans to open-source the Grok 2 chatbot next week, expanding its AI offerings [9] - NASA is accelerating plans to build a nuclear reactor on the Moon, which is seen as crucial for winning the next space race [11] Group 8 - Boeing successfully completed the first test flight of its 777-9 aircraft, validating its handling and performance [11] - The UK Civil Aviation Authority issued a launch license to a local company, marking the first such approval for a UK rocket company [11] Group 9 - Honda raised its full-year operating profit forecast to 700 billion yen, although this remains below market expectations [12] - Sibo Holding submitted an IPO application to raise up to 7 million USD, while Hansa Technology debuted on the Shenzhen Stock Exchange with a significant opening price increase [13]