中国具身智能开启黄金发展期，京津冀成重要策源地

Core Insights - The 2025 China Embodied Intelligence Industry Star Map was released, indicating that China is entering a 20 to 30-year golden development period centered on "AI + high-end manufacturing" [1] - Embodied intelligence is defined as "terminal device carrier + AI perception of the environment + AI learning reasoning and decision-making," marking a paradigm shift from automation to intelligence [1] - The report highlights that the global competition in the embodied intelligence industry is characterized by a multi-polar differentiation, with the US leading in original technology and consumer sectors, while China excels in hardware supply chains and local scene integration [1] Industry Landscape - The Beijing-Tianjin-Hebei region is positioned as a key source of original innovation, aiming for a "hundred billion" output value by 2027, establishing itself as a global open-source hub for embodied intelligence [2] - The Yangtze River Delta has built a strong industrial ecosystem due to its complete industrial chain and active capital, while the Pearl River Delta accelerates the industry's landing and overseas expansion [2] - The competition in China's embodied intelligence industry will evolve from simple financial and land support to a comprehensive chain race focusing on "technology closure - production capacity - data return - business closure" [2] Future Outlook - By 2025, the Chinese embodied intelligence industry is expected to transition from a chaotic pursuit of general models to breakthroughs driven by vertical scene "intelligent boundaries" [2] - Key application areas for embodied intelligence include unmanned delivery, sanitation, companionship, smart assistants, and various manufacturing processes, which are anticipated to see early implementation [2] Collaborative Initiatives - The establishment of the "Embodied Intelligence - Industry Collaborative Innovation Center" aims to unite leading enterprises across various sectors to promote the deep integration and large-scale implementation of embodied intelligence technologies [3] - Founding members include industry leaders from high-end manufacturing, consumer electronics, smart home, and low-altitude economy sectors, focusing on creating a "technology - industry - business" closed-loop ecosystem [3]