全产业链布局 深圳竞逐具身智能赛道
Zhong Guo Zheng Quan Bao·2026-01-07 20:50

Core Insights - Embodied intelligence is emerging as a new engine driving industrial transformation, differentiating itself from traditional AI by enabling physical entities to interact with their environment, thus achieving a closed loop of "perception-decision-action" [1][2] Industry Developments - In January 2025, the Yujian Atom humanoid robot achieved full autonomous operation at a cinema in Shenzhen, capable of selling over 1,000 cups of popcorn daily and handling unexpected situations [1] - In April 2025, the "Tiangong Ultra" robot won a half-marathon in Beijing, showcasing its ability to autonomously adjust running direction and speed [2] - The "Kuafu" humanoid robot, developed by Leju Robotics, served as the torchbearer at the Shenzhen National Games, demonstrating advanced capabilities in complex scenarios [2] Technological Advancements - Shenzhen's embodied intelligence industry is marked by significant technological breakthroughs, including the first human-like robot to perform a front flip and advancements in motion control and stability [2] - The local industry has seen the application of humanoid robots in various sectors, including industrial manufacturing and elder care, enhancing operational efficiency and service quality [2][3] Ecosystem Advantages - Shenzhen's robust ecosystem supports the growth of the embodied intelligence sector, with a concentration of over 100 robot companies, including leading firms like UBTECH and Yujian Technology [3] - The "Robot Valley" in Shenzhen features a complete supply chain, with high localization rates for core components, enhancing the speed of technology transfer from research to production [3][5] Future Outlook - By 2027, Shenzhen aims for its embodied intelligence robot industry to achieve international leadership, with a target industry scale exceeding 100 billion yuan and over 1,200 related enterprises [5][6] - The city is fostering a conducive environment for future industrial development through legislative and planning initiatives, enhancing its innovation capabilities in the embodied intelligence field [6] Investment and Policy Support - Shenzhen has established a comprehensive financial service system to support technology innovation, including various funds aimed at fostering long-term investments in hard technology sectors [5] - The city is also promoting collaborative innovation across the Greater Bay Area, enhancing its competitive edge in artificial intelligence and robotics [4][6]