投资苏州丨一文看懂苏州市具身智能产业发展现状与投资机会前瞻（附具身智能产业现状、空间布局、投资机会分析等）

Group 1: Policy Environment - Suzhou has established a systematic policy framework for the embodied intelligence industry, with a "Three-Year Action Plan" targeting a scale of 100 billion and key technological breakthroughs [1] - The "Several Measures" provide comprehensive support from technology research and development to application promotion, elevating it to a city-level strategy in the "Artificial Intelligence + City Action Plan" [1] - The policy environment showcases a clear path from industrial planning to ecological construction [1] Group 2: Regional Policy Distribution - Suzhou has formed a clear regional division of labor in the embodied intelligence industry, with Suzhou Industrial Park as the core source, focusing on complete machines, key technologies, and core components [2] - Wuzhong District emphasizes the cultivation of application ecosystems through platform construction, scenario opening, and financial subsidies [2] - Both regions collaboratively build a coordinated development pattern from technology research to market application [2] Group 3: Industry Chain Overview - The embodied intelligence industry chain includes core hardware such as actuators, sensors, control interactions, and power systems, as well as software systems like artificial intelligence and operating systems [5] - In Suzhou, the distribution of enterprises shows a relative concentration in the software system segment, while core hardware and operating systems have fewer enterprises, indicating a need for further ecological improvement [5] Group 4: Industry Development Scale - The "Suzhou Embodied Intelligent Robot Industry Innovation Development Three-Year Action Plan (2025-2027)" states that by 2027, the core industry scale of 10 billion will support the total robot industry scale of 200 billion, indicating that embodied intelligent robots will account for 5% of the total robot output value [9] - In 2024, the output value of Suzhou's embodied intelligent robots is expected to be approximately 1% of the total robot output value, equating to about 1.4 billion [9] Group 5: Enterprise Layout Analysis - Suzhou has gathered over 600 core enterprises related to the robot industry chain, with 273 large-scale industrial enterprises, including over 80 core manufacturers of embodied intelligent robots [14] - The industry chain is complete, covering core components, body manufacturing, system integration, and intelligent applications, with a highly concentrated layout in Suzhou Industrial Park and Wuzhong District [15] Group 6: Financing Analysis - In 2025, Suzhou's embodied intelligence sector saw at least 10 financing events, with LeXiang Technology leading with nearly 400 million RMB in cumulative financing [21] - Wu Zhong District led with 6 financing events, while Suzhou Industrial Park and Huqiu District contributed 2 and 1 events, respectively, indicating a multi-regional collaborative financing ecosystem [23] Group 7: Investment Opportunities - Suzhou's industrial planning indicates that Suzhou Industrial Park aims to create a comprehensive innovation and manufacturing hub with a target output value of 15 billion, while Wuzhong District focuses on supporting platform construction and market-driven growth [25] - The industry has established a comprehensive policy support system, a relatively complete industrial chain foundation, and an active innovation ecosystem, providing diverse investment opportunities in technology breakthroughs, results transformation, and application scenarios [28]