证券时报·2025-03-19 04:30Core Viewpoint - The article highlights how Chinese internet companies, exemplified by NetEase, are leveraging technological advancements to bridge the gap between the virtual and real economies, thereby driving new productive forces in various industries [1]. Group 1: Company Overview - NetEase reported a significant R&D investment of 17.5 billion yuan for the year 2024, with a R&D intensity of 16.6%, marking five consecutive years of over 10 billion yuan in R&D spending [3]. - The establishment of the NetEase Fuxi AI Lab in 2017 has been pivotal in exploring the application of AI technologies across various sectors, including education, music, enterprise services, and gaming [3][4]. Group 2: AI and Industrial Applications - The integration of AI with engineering machinery is a key focus for NetEase Lingdong, enabling remote control of excavators and loaders, thus achieving automation in construction tasks [6]. - The "Industrial Big Model + Game-based AI Technology" dual innovation system is central to NetEase Lingdong's competitive advantage, allowing for a transition from mechanical execution to autonomous decision-making [6][7]. Group 3: Strategic Collaborations and Innovations - A strategic partnership with XCMG was established to innovate and apply technologies in the engineering machinery sector, resulting in the launch of automated products for unmanned operations in challenging environments [9]. - The "Black Lamp Construction Site" product can operate in complete darkness, achieving a production efficiency of 120% compared to traditional methods, while reducing energy consumption by 15% and overall operational costs by 30% [9]. Group 4: Future Directions and Ecosystem Development - The release of the embodied intelligent solutions by NetEase Fuxi marks a new phase in the development of humanoid robotics, with applications already penetrating over 50 real-world economic scenarios [10]. - The company aims to replicate successful technology applications across various high-value scenarios, emphasizing a collaborative approach with partners to enhance the integration of AI technologies into diverse industries [10].