具身智能“拐点期” 北上深珠比拼城市创新生态

Core Insights - The year 2025 is referred to as the "Year of Embodied Intelligence," with significant government focus and investment in this technology, as highlighted in various city policies and the "14th Five-Year Plan" [1][9] - The Chinese market for robotics and embodied intelligence is at a critical turning point, with the emphasis on integrating perception, decision-making, control, system integration, and scene understanding into scalable solutions [1][5] City Competitiveness - Beijing is focusing on becoming a global hub for AI innovation, aiming to enhance its foundational theories and core technologies within two years, producing more original achievements in embodied intelligence [2] - Shanghai is leveraging standardization to advance in the field, having established the first national-level standardization pilot for embodied intelligence, which has led to multiple pioneering projects [2] - Shenzhen benefits from a robust ecosystem of tech giants and component manufacturers, facilitating efficient collaboration across the robotics industry, with a complete supply chain supporting rapid production [3][4] - Zhuhai is adopting a "scene-driven" approach to carve out its niche in the embodied intelligence race, focusing on innovative application scenarios to accelerate the adoption of new technologies [4][8] Industry Development - The embodied intelligence industry encompasses a wide range of components, including sensors, chips, algorithms, and diverse applications, with new leading companies filling critical gaps in the market [7] - Zhuhai is implementing a closed-loop model of "policy + scene + orders" to build a comprehensive industrial ecosystem, aiming to transform technology into market-ready solutions [7][9] - The city has launched 22 application scenarios in areas such as inspection, security, and smart services, fostering partnerships with various industry leaders to enhance its innovation ecosystem [8] Future Outlook - Zhuhai is positioning itself to cultivate a high-tech, high-growth, and large-scale industrial cluster in "AI + Robotics," supported by multiple innovation platforms [9] - The city aims to strengthen collaboration across the industry chain and leverage existing talent policies to facilitate the establishment of a cooperative development framework [9]