机器人接商演爆单，中国具身智能从“网红”转型实用

Core Viewpoint - The article highlights the rapid growth and innovation in the embodied intelligence robotics sector, particularly showcased at the recent Global Digital Trade Expo, emphasizing the integration of artificial intelligence with physical entities and the emergence of new applications in various industries [3][4][12]. Summary by Sections Digital Trade Expo Highlights - The fourth Global Digital Trade Expo attracted 257,000 visitors, a 28.5% increase from the previous year, with 1,812 participating companies, marking a 17.2% growth [3][12]. - The expo featured a significant focus on the integration of digital trade and artificial intelligence, with the AI exhibition area expanding to nearly one-third of the total space, hosting over 330 AI companies [3][12]. Embodied Intelligence Robotics - Embodied intelligence combines AI with physical entities, enabling robots to understand causality and develop common sense through interaction with their environment [8][12]. - A new competitor in the cleaning robot market is the embodied intelligence cleaning robot, which can perform 3D space cleaning using advanced methods rather than traditional wiping [11][12]. - The industry is in its early stages of technological breakthroughs and scaling production, with government support increasing for innovation in this sector [12][16]. Market Trends and Innovations - The demand for embodied intelligence robots is rising, with companies like Xingwuzhong planning to scale production next year while focusing on real-world data accumulation for product improvement [12][16]. - The Zhejiang province has gained a competitive edge in the embodied intelligence robotics industry, particularly in quadruped robots, although it still lags behind major cities like Beijing and Shanghai [16][17]. Sales and Orders - The expo resulted in a procurement amount of 30.9 billion yuan, doubling from the previous year, with 82% of orders in AI, cultural exports, and cross-border e-commerce [16][17]. - Notable orders included over 1,600 units of cleaning robots and approximately 300 million yuan in orders for the "Turing No. 1" series [16][17]. Other Technological Developments - The article also discusses the rising popularity of AI glasses, with a new model selling 40,000 units in just five days [18][19]. - Drones are expanding into civil applications, with companies reporting rapid growth in their civil business and significant order volumes for heavy-lift drones [25][26].