（来源：千龙网） 新华社伦敦2月26日电 题：中国人形机器人频频"破圈" 具身智能迈入应用时代 2026年伊始，从美国拉斯维加斯消费电子展（CES）到中国春晚，中国自主研发的人形机器人频频"破 圈"，多家中国企业的产品和应用不仅在海外业界引发热议，更是在全球社交媒体平台和国际媒体不 断"刷屏"。 这印证着业界的普遍观点：在当前这个技术爆发与产业重构的关键节点，人工智能（AI）正通过载体 嵌入物理世界，具身智能正在加速迈入应用时代。 英国艾伦·图灵研究所下辖的新兴技术与安全中心在今年初发布的报告中将"具身智能和嵌入式AI的崛 起"列为2026年度最值得关注的技术趋势之一。报告说，AI正越来越多地融入实体系统。具身智能利用 传感器、电机以及自然语言处理技术，使机器人、无人机和自动驾驶汽车能够在真实世界中进行感知、 推理与行动。 商业部署：历史性转折 业界普遍认为，从实验室演示向规模化商业落地的范式转移，是本年度具身智能发展的首要趋势。德勤 公司在最新发布的2026年技术趋势报告中指出，物理AI已经准备好进行主流部署。世界经济论坛的报 告说，2026年初，具身智能已开始从研究阶段转向产业落地阶段。 "知行"合一：A ...

Group 1 - The overall consumption market during the Spring Festival showed strong vitality, with a daily sales increase of 5.7% compared to the previous year, and an acceleration of 1.6 percentage points [1] - Offline consumption was vibrant, with significant increases in foot traffic and sales in monitored pedestrian streets, which grew by 6.7% and 7.5% respectively [1] - Service consumption saw notable growth, with ice and snow-related consumption increasing by 12.1% and warm-weather consumption rising by 29.8%, while car rental orders surged by 51% compared to last year [1] Group 2 - The popularity of technology and cultural products was evident, with sales of smart glasses and embodied intelligent robots increasing by 47.3% and 32.7% respectively, alongside a rise in traditional cultural products among younger consumers [1] - Inbound consumption continued to rise, with orders for inbound travel products increasing by 18.4% year-on-year, and tax refund sales in Shanghai and Sichuan growing by 1.5 times and 3.2 times respectively [2]

香 港 聯 合 交 易 所 有 限 公 司 及 證 券 及 期 貨 事 務 監 察 委 員 會 對 本 申 請 版 本 的 內 容 概 不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 申 請 版 本 全 部 或 任 何 部 分 內 容 而 產生或因倚賴該等內容而引致的任何損失承擔任何責任。 WOLONG ELECTRIC GROUP CO., LTD. 臥龍電氣驅動集團股份有限公司 （「本公司」） （於中華人民共和國註冊成立的股份有限公司） 的申請版本 警 告 本申請版本乃根據香港聯合交易所有限公司（「聯交所」）及證券及期貨事務監察委員會（「證監會」） 的要求而刊發，僅用作提供資訊予香港公眾人士。 本申請版本為草擬本，當中所載資料並不完整，亦可能會作出重大變動。 閣下閱覽本文件， 即表示 閣下知悉、接納並向本公司、其保薦人、整體協調人、顧問或包銷團成員表示同意： 倘 於 適 當 時 候 向 香 港 公 眾 人 士 提 出 要 約 或 邀 請，有 意 投 資 者 務 請 僅 依 據 向 香 港 公 司 註 冊 處 處 長登記的本公司招股章程 ...

新华社伦敦2月26日电2026年伊始，从美国拉斯维加斯消费电子展（CES）到中国春晚，中国自主研发 的人形机器人频频"破圈"，多家中国企业的产品和应用不仅在海外业界引发热议，更是在全球社交媒体 平台和国际媒体不断"刷屏"。 这印证着业界的普遍观点：在当前这个技术爆发与产业重构的关键节点，人工智能（AI）正通过载体 嵌入物理世界，具身智能正在加速迈入应用时代。 在这一过程中，中国凭借政策大力支持、技术加速创新、产业链不断完善、应用场景日益丰富等众多优 势，正成为全球这一前沿产业变革的重要推动力量。 "知行"合一：AI新阶段 国际权威市场调研机构M&M公司去年6月发布的报告说，具身智能市场正在经历变革性转型，新兴技 术和用户需求的演变是其重要驱动。从量化数据看，具身智能全球市场规模2025年约为44.4亿美元，年 复合增长率约为39%，预计2030年将达230亿美元。 与此同时，全球似乎都在期待具身智能领域的重大突破。英伟达创始人兼首席执行官黄仁勋在今年CES 演讲中指出，AI的演进将从感知、生成、代理最终发展到能理解物理世界的物理AI，并认为物理AI 的"ChatGPT时刻"即将到来。 不过，新兴技术发展并非一 ...

Core Insights - The Guangdong High-Quality Development Conference emphasizes the integration of manufacturing and service industries as a core focus for economic work in 2023 [1] - Shenzhen's Nanshan District, the first in China to exceed a GDP of 1 trillion, is leveraging dual parks to address land resource limitations and foster new growth [3][7] Group 1: Manufacturing and Service Integration - The conference highlights the importance of deep integration between manufacturing and service sectors, with initiatives like the "123+N" industrial operation service system being introduced [6] - The dual parks, Honghualing Base and Nanshan Smart City, are positioned to create a collaborative ecosystem that combines R&D, high-end manufacturing, and modern services [4][6] Group 2: Economic Development and Innovation - Nanshan's development strategy includes the establishment of a complete industrial chain from R&D to production and services, enhancing the region's economic growth [4][6] - The area has seen the emergence of 19 unicorn companies, including major players like WeBank and DJI, contributing significantly to regional economic performance [6][7] Group 3: Spatial and Ecological Development - The dual parks are strategically located within the Shenzhen Robotics Valley, fostering a collaborative environment for innovation and high-end manufacturing [3][4] - The focus on ecological development aims to stimulate industrial vitality and create a replicable model for high-quality urban development [7]

Core Insights - The Chinese Spring Festival consumer market this year is characterized by strong vitality, high foot traffic, and vibrant spending [1] Group 1: Sales Performance - During the 9-day Spring Festival holiday, daily sales of key retail and catering enterprises increased by 5.7% compared to the same period last year, with the growth rate improving by 1.6 percentage points [3] - Foot traffic and sales in 78 monitored pedestrian streets increased by 6.7% and 7.5% respectively [3] Group 2: Consumer Trends - Unique Spring Festival activities such as temple fairs, lantern exhibitions, and intangible cultural heritage events have significantly boosted service consumption, including travel, theater, and cinema [3] - Ice and snow consumption and winter escape consumption on key platforms grew by 12.1% and 29.8% respectively, while car rental orders increased by 51% compared to last year's Spring Festival [3] Group 3: Technology and Cultural Trends - Technology-driven products and traditional cultural items have gained popularity, with sales of smart glasses and embodied intelligent robots increasing by 47.3% and 32.7% respectively [5] - Traditional Chinese brands and cultural products featuring "Year of the Horse" elements have seen sustained popularity among younger consumers [5] Group 4: Inbound Tourism - Inbound consumption has been on the rise, with many foreign tourists visiting China for sightseeing and shopping, experiencing the unique charm of "shopping in China" [5] - Orders for inbound travel products on key platforms increased by 18.4% year-on-year, while tax refund sales in Shanghai and Sichuan grew by 150% and 320% respectively [5]

Group 1 - The core message highlights the recent developments in the humanoid robot sector, particularly the establishment of Guangdong Huilun Technology Co., Ltd. by GAC Group, marking a new phase in the independent development and scaling of the robotics industry [1][3] - GAC Group's Huilun Technology aims to operate independently, focusing on the research, production, sales, and service of embodied intelligent robots, with a registered capital of 83.02 million yuan and GAC holding a 49.39% stake [6][8] - The humanoid robot industry faces challenges such as insufficient high-quality training data and difficulties in large-scale production, with a need for a mature software and hardware supply chain [6][10] Group 2 - Huilun Technology plans to initiate small-batch trial production of core products in 2026 and aims for large-scale production by 2027, supported by strategic cooperation with Guangzhou Development Zone and Huangpu District [10] - Xpeng Motors is also advancing in the humanoid robot sector, with plans to start mass production of its next-generation IRON robot by the end of 2026, positioning itself as a leader in high-end humanoid robot production [10][11] - The establishment of Xpeng's humanoid robot mass production base in the Guangtang Science and Technology Innovation City is designed to accommodate various stages of development from R&D to large-scale manufacturing [11]

Core Insights - The automotive industry is increasingly venturing into robotics, with significant developments from companies like GAC Group and Xpeng Motors [2][11] - GAC Group has established Guangdong Huilun Technology Co., Ltd. to independently develop and scale its robotics business [7][9] - Xpeng Motors is aggressively pursuing the production of advanced humanoid robots, aiming for mass production by the end of 2026 [11][12] GAC Group Developments - GAC Group's Huilun Technology will operate independently, focusing on the research, production, and sales of humanoid robots [7][9] - The company has developed its fourth-generation humanoid robot and achieved breakthroughs in key components such as axial flux motors and joint modules [9] - GAC Group's stock price was reported at 8 CNY per share, with a total market capitalization of 68.47 billion CNY as of February 26 [9] Xpeng Motors Developments - Xpeng Motors plans to launch its next-generation IRON robot by the end of 2026, aiming to be the first to achieve mass production of high-end humanoid robots [11][12] - The company is establishing a full-chain production base for humanoid robots in the Guangtang Science and Technology Innovation City [12] - Xpeng Motors' stock price was reported at 67.50 HKD per share, with a total market capitalization of 129 billion HKD as of February 26 [12] Industry Challenges - The humanoid robot industry faces challenges such as insufficient high-quality training data and difficulties in achieving large-scale production [6][9] - There is a lack of a mature software and hardware supply chain, and the design model requires high capabilities in full-stack self-research and cross-industry integration [9]

Group 1 - The core viewpoint of the article is the establishment of Guangdong Huilun Technology Co., Ltd. by GAC Group, marking a new phase in the industrialization of embodied intelligence robots [1][2] - Huilun Technology will operate independently, focusing on the research, production, sales, and service of embodied intelligent robots, aiming to create products that are both technologically advanced and practically applicable [2] - The company has established comprehensive self-research capabilities in structural design, system platforms, motion control algorithms, and intelligent perception decision algorithms, successfully developing the fourth generation of embodied intelligent robot products [2] Group 2 - Huilun Technology has reached a strategic cooperation with Guangzhou Development Zone and Huangpu District, with its headquarters set to be located in Huangpu [2] - The company plans to initiate small-scale trial production of core products this year and aims to create benchmark applications in security, with a goal of achieving large-scale production by 2027 [2]

Core Insights - Qianxun Intelligent, a leading company in embodied intelligence, has completed two rounds of financing totaling nearly 2 billion yuan, with participation from major investors including Sequoia China, TCL Capital, and 360 Fund, among others, leading to a valuation exceeding 10 billion yuan [1][2] - The robotics sector has seen a surge in investment post-Spring Festival, with other companies like Zhiyuan and Zivariable Robotics also announcing new funding rounds [1][6] Company Overview - Qianxun Intelligent was established in January 2024 and focuses on developing a general embodied model to enhance robots' cross-scenario adaptability and physical interaction capabilities [2] - The company has raised funds seven times in just over two years, with notable investors including Shunwei Capital and JD Group [2] Technological Advancements - Following the latest financing, Qianxun Intelligent plans to increase investment in embodied foundational models and real data systems to deepen industry ecosystem collaboration [2] - The company has developed the Spirit v1.5 model, which demonstrates strong zero-shot generalization capabilities, allowing it to perform complex tasks without new sample training [2] - Qianxun Intelligent has reduced data collection costs by 90% through self-developed equipment, enhancing the efficiency of its operations [2][3] Commercialization Efforts - The first global humanoid embodied intelligence production line has been operational at the Ningde Times base, with the Xiaomo robot serving as a core device, achieving zero-fault mass production [3] - The company has transitioned from merely selling hardware to providing a full-stack capability encompassing perception, decision-making, and execution, enabling rapid customization for different production lines [3] Market Trends - The total financing in the domestic embodied intelligence sector reached 73.54 billion yuan in 2025, with over 740 investment events, indicating a growing interest in this field [6] - The presence of robotics companies at the CCTV Spring Festival Gala has further fueled interest and investment in the sector [6] - Other companies in the robotics space are also preparing for significant IPOs this year, reflecting the industry's momentum [6]