SIASUN(SZ:300024) Zhong Guo Zheng Quan Bao·2026-01-22 02:22Core Insights - The core theme of the news is the significant advancements and expected growth in China's artificial intelligence (AI) industry by 2025, with a focus on human-shaped robots and smart manufacturing [1][2][5]. Industry Overview - By 2025, the number of AI companies in China is projected to exceed 6,000, with the core industry scale expected to surpass 1.2 trillion yuan [2]. - The AI computing power in China has reached 1,590 EFLOPS, placing it among the top globally [2]. - The market for smart glasses has seen shipments of over 1.78 million units, with nearly 80% being AI-enabled [2]. Technological Development - The Ministry of Industry and Information Technology (MIIT) plans to enhance AI technology through breakthroughs in training chips and heterogeneous computing power [1][3]. - The government has initiated a national AI industry investment fund with a scale of 60 billion yuan, focusing on supporting the human-shaped robot sector [1][6]. Application in Manufacturing - AI has penetrated over 70% of business scenarios in leading factories, with more than 6,000 vertical models developed [4]. - The implementation of AI in manufacturing has led to significant improvements, such as a 99.98% accuracy rate in quality inspections and a 275% increase in per capita production efficiency [2]. Human-Shaped Robots - The human-shaped robot sector is expected to see over 140 companies and more than 330 products by 2025, marking a pivotal year for mass production [5][6]. - The MIIT aims to drive innovation and safety in human-shaped robots, enhancing technology and establishing a comprehensive standardization system [6].