机器人接商演爆单，中国具身智能从“网红”转型实用

Group 1: Industry Overview - The fourth Digital Trade Expo concluded on September 29, attracting 257,000 visitors, a 28.5% increase from the previous year, with 1,812 participating companies, up 17.2% [1][16] - The expo highlighted the deep integration of digital trade and artificial intelligence, with the AI exhibition area occupying nearly one-third of the total space, doubling in size compared to previous years [1][16] - The "embodied intelligence" sector is gaining momentum, with a focus on the integration of AI with physical entities, leading to advancements in various applications, including cleaning robots and data collection robots for manufacturing [2][5][10] Group 2: Company Highlights - Star Species Robotics received over 1,600 orders for its "Turing 1" series cleaning robots, amounting to approximately 300 million yuan, with a notable order of 200 units from a client in the UAE [1][16] - The company has developed a new cleaning robot capable of 3D space cleaning, differentiating itself from traditional floor cleaning robots by using high-temperature treatment methods [10][11] - The company is focusing on B2B clients, particularly in public spaces, and aims to gather real-world data to enhance product development and expand into new application scenarios [10][11] Group 3: Market Trends - The demand for embodied intelligence robots is on the rise, with significant support from funding and policies aimed at technological innovation [11] - The industry is still in its early stages of technological breakthroughs and large-scale production, with a need for more data from real-world applications to drive development [11][13] - The Zhejiang province is leveraging its digital economy and manufacturing ecosystem to gain a competitive edge in the embodied intelligence robot sector, although it still lags behind major cities like Beijing and Shanghai [16]