智通财经网·2025-08-28 03:26Core Viewpoint - The issuance of the "Opinions on Deepening the Implementation of 'Artificial Intelligence +'" is expected to support the development of embodied intelligent robots, marking a significant opportunity for the industry to enter a high-quality development phase [1][2]. Industry Development - The "Opinions" outline six key actions to guide the integration of artificial intelligence with various sectors, aiming to reshape human production and living paradigms, and promote a revolutionary leap in productivity [3]. - By 2027, the goal is to achieve over 70% penetration of new intelligent terminals and applications, with a target of over 90% by 2030 [4]. Technological Support - The "Opinions" emphasize the need to enhance foundational model capabilities and foster an open-source ecosystem, which are critical for the development of embodied intelligent robots [5]. - The establishment of local training centers and supportive policies for data collection and application are expected to mature the foundational models of intelligent robots [5]. Investment Strategy - The intelligent robot sector is anticipated to play a crucial role in various key areas such as consumer spending, public welfare, and social governance, benefiting from the support outlined in the "Opinions" [6]. - The sector is viewed as one of the most significant technological investment opportunities over the next 5-10 years, with a focus on companies with high competitive barriers and new entrants that may disrupt the market [6].