今年是构建网络空间命运共同体理念提出十周年。当前，互联网已成数字时代核心基础设施，其作用延 伸至哪些领域，又带来哪些新引擎？ 11月7日，2025年世界互联网大会乌镇峰会（以下简称"乌镇峰会"）在浙江乌镇开幕。 本届乌镇峰会以"共筑开放合作、安全普惠的数智未来——携手构建网络空间命运共同体"为主题，围绕 数字经济、文化遗产数字化保护与传承等议题举办24场分论坛，来自130多个国家和地区的1600多名嘉 宾参会。 人工智能的爆发，也让一批"硬科技创业者"站到了乌镇峰会的舞台中央。本届乌镇峰会特设"六小龙乌 镇对话"，中国工程院院士、之江实验室主任王坚与杭州"六小龙"企业负责人，围绕全球人工智能技术 创新发展等前沿趋势进行交流。 当前，智能制造、智慧物流、AI驱动产业化，正成为中国数字经济发展的核心趋势，以京东为代表的 企业正在加速推动供应链与物流体系的智能化升级。 京东集团创始人、董事局主席刘强东表示，随着人工智能和机器人时代的到来，未来5年之内整个中国 的社会化物流成本占GDP的比重能降到10%以内，"也就是未来5年的进度可能会超过过去10年甚至15年 的进度。" 到明年4月份，京东将建成全球第一个全无人的配 ...

Core Insights - The 2025 World Internet Conference featured a dialogue among leaders of the "Six Little Dragons" from Hangzhou, highlighting the rapid evolution of technology and the importance of AI and spatial intelligence in future applications [1] Group 1: Industry Trends - The co-founder and chairman of Qunhe Technology, Huang Xiaohuang, emphasized the unexpected speed of technological advancement, reflecting on missed investment opportunities in companies like Nvidia [1] - Huang noted that while internet data may reach a limit, AI represents a new phase of development driven by data accumulation, indicating a shift in focus towards spatial intelligence as a critical area following large language models [1] Group 2: Future Outlook - The discussion pointed towards a future dominated by robotics, where spatial intelligence technology will play a vital role in serving humanity across various applications, including robotics and video generation [1]

Core Viewpoint - The "Hangzhou Six Little Dragons" are gaining attention, particularly with the focus on spatial intelligence and the potential for a significant increase in the number of robots globally, predicted to exceed 70 billion units [2][7]. Group 1: Company Overview - Qunhe Technology, a member of the "Hangzhou Six Little Dragons," has submitted its IPO application to the Hong Kong Stock Exchange, marking the beginning of the "Hangzhou Six Little Dragons IPO" [3]. - The company owns the spatial design software KuJiaLe, its overseas version Coohom, and the AI development platform SpatialVerse, and is recognized as the largest spatial design platform globally, holding a 22.2% market share in China [3]. Group 2: Spatial Intelligence - Qunhe Technology emphasizes a differentiated approach to spatial intelligence, focusing on understanding and reasoning about space rather than hardware development, which is already being addressed by other companies [3][4]. - The company believes that embodied intelligence requires spatial intelligence, as robots need to navigate physical environments, which involves spatial understanding and reasoning [3][4]. Group 3: AI Development - The current wave of generative AI has been anticipated by Qunhe Technology, which has previously encountered early forms of this technology. The unexpected aspect is the ability of algorithms to produce surprising intelligence through vast amounts of data [6]. - The company is leveraging its extensive physical design and spatial data accumulated through the KuJiaLe 3D cloud design platform to train models that generate spatial data consistent with the physical world, addressing issues of data scarcity and high acquisition costs [6]. Group 4: Future Predictions - The CEO predicts that the future may see a robot population ten times that of humans, with the global number of robots potentially exceeding 70 billion [7]. - The transition from automation to intelligent robots is expected to occur within the next two to three years, although achieving human-like flexibility and intelligence may take longer [7].

Core Insights - Alibaba's Gaode has partnered with XPeng Motors to integrate XPeng's Robotaxi into Gaode's platform, aiming to provide L4 autonomous driving services globally [1][2] - The collaboration signifies a strategic move towards exploring Artificial General Intelligence (AGI) and expanding Robotaxi services internationally [1][2] Group 1: Partnership and Technology - Gaode has established deep collaborations with over 40 automotive manufacturers, enhancing its technical capabilities in smart cockpits and Advanced Driver Assistance Systems (ADAS) [2] - The partnership with XPeng is built on over a decade of joint research and development, leveraging Gaode's "spatial intelligence" technology for systematic innovation in Robotaxi services [2] Group 2: Market Reach and User Engagement - Gaode's platform connects hundreds of specialized mobility service providers, supporting over 800 million active users monthly on the Gaode app [2] - The app has expanded its global footprint, covering over 200 countries and regions, with ride-hailing services launched in more than 50 countries [2] Group 3: Future Vision - Gaode aims to simplify complexity for its partners, allowing them to focus on innovation while providing a robust platform for real-world mobility needs [2]

Core Insights - The 2025 World Internet Conference in Wuzhen highlighted the focus of Qunhe Technology on spatial intelligence, emphasizing its distinction from DeepSeek's focus on human language understanding [1] - Qunhe Technology does not engage in hardware development, citing existing competition from companies like Yushu and Yundongchu [1] - Huang Xiaohuang, the co-founder and chairman of Qunhe Technology, stated that embodied intelligence requires spatial intelligence for robots to operate in physical environments, which includes spatial understanding, reasoning, and action [1]

Core Viewpoint - Gaode is transitioning from traditional map navigation to a broader application of spatial intelligence, aiming to integrate its capabilities into various scenarios, with a focus on the automotive sector and Robotaxi services [3][4][5]. Group 1: Gaode's Strategic Shift - Gaode has announced a partnership with Xiaopeng Motors to provide Robotaxi services globally, marking a significant step in integrating spatial intelligence with transportation services [5][7]. - The collaboration represents a key move for Gaode to transform the concept of spatial intelligence into a practical reality, enhancing its service offerings [7][12]. Group 2: Spatial Intelligence Capabilities - Gaode's spatial intelligence emphasizes critical capabilities such as spatial positioning, time prediction, and physical interaction, which are essential for understanding and navigating the real world [9][10]. - The system creates a closed loop of "prediction - action - verification," allowing real-time data feedback to refine its understanding of spatial contexts, a feature that language models struggle to achieve [12][23]. Group 3: Impact on Robotaxi Industry - The introduction of spatial intelligence into the Robotaxi sector offers new possibilities, particularly in enhancing vehicle perception and response to complex traffic situations [14][15]. - Gaode's "super-distance" capability allows for early detection of traffic incidents, enabling proactive alerts to vehicles before they reach congested areas, thus improving safety and efficiency [15][17]. Group 4: Broader Applications of Spatial Intelligence - Beyond Robotaxi, Gaode's spatial intelligence is being integrated into various applications, such as personalized travel planning and real-time navigation assistance, demonstrating its versatility [22][21]. - The technology is also being applied in B2B contexts, such as smart glasses and low-altitude economic platforms, indicating its potential to redefine interactions with the physical world across multiple industries [22][21].

Industry Overview - Alibaba's Gaode has announced its entry into the Robotaxi sector, partnering with XPeng to provide L4 autonomous driving services, marking the first collaboration of its kind in the industry [1] - The global Robotaxi and fully autonomous driving market is projected to reach approximately $300 billion by 2035, according to JPMorgan [1] - The domestic Robotaxi market is expected to reach nearly 500 billion yuan by 2030, as per Open Source Securities [1] Company Insights - Four-dimensional Map Technology (四维图新) offers high-precision mapping services and benefits from the expansion of Robotaxi fleets through a "pay-per-mile" billing model [2] - Wanji Technology (万集科技) has developed a roadside intelligent perception system that integrates various sensing devices, enabling real-time information transmission for vehicle-road-cloud collaboration [2]

Core Insights - Alibaba's Gaode has partnered with XPeng Motors to integrate XPeng's Robotaxi into Gaode's platform, marking a significant step in the global ecosystem for L4 autonomous driving services [1] - This collaboration represents the first "mobility platform + pre-installed mass-produced Robotaxi" model in the industry, showcasing Gaode's shift towards spatial intelligence and AI capabilities [1][4] Group 1: Spatial Intelligence - Gaode has developed a core technology capability known as spatial intelligence, which involves deep perception, reasoning, and prediction of the physical world's spatiotemporal structure [3] - This technology allows machines to not only "see" roads but also "understand" urban operational patterns, including pedestrian flows and traffic congestion [3] Group 2: Robotaxi Value Proposition - Gaode's spatial intelligence translates into three main values for the Robotaxi sector: optimal global collaboration, super-distance perception through vehicle-to-everything (V2X) communication, and real-world scenario training for autonomous driving systems [4] - Gaode has established deep partnerships with over 40 automotive manufacturers, leveraging more than a decade of joint R&D experience with XPeng Motors [4] Group 3: Aggregation Platform and Global Expansion - Since pioneering the aggregation ride-hailing model in 2017, Gaode has become a leading platform in China, connecting hundreds of specialized mobility service providers and serving over 800 million active users monthly [5] - The aggregation capabilities are now extending to the Robotaxi sector, with major players like WeRide and Pony.ai also joining Gaode's platform, allowing them to focus on core technology development [5] - Gaode's app is now available in over 200 countries and regions, with ride-hailing services launched in more than 50, facilitating the global deployment of China's leading Robotaxi technology [5]

Core Insights - Tesla Union ranks first globally in technology research influence in the fields of spatial intelligence, multimodal AI, and medical AI according to the latest data from Google Scholar [1] - Dr. Shao Ling, Chief AI Officer and Global President of Tesla Union, has an H-index of 144, indicating high-quality and widely recognized research contributions [1] - Dr. Shao's research achievements have been cited over 87,200 times, leading in the specific fields of spatial intelligence, multimodal AI, and medical AI [1] Group 1 - Google Scholar is a widely used tool for searching global research achievements, with the H-index serving as a quantitative measure of scientific accomplishments [3] - Tesla Union's spatial intelligence research has received international recognition, with four research outcomes accepted at the ICCV 2025 conference, making Dr. Shao one of the most recognized Chinese scientists in this field [5] - The research areas covered include data generation, multimodal fusion, algorithm optimization, and 3D generation, which are fully applied in Tesla Union's spatial intelligence product line [5] Group 2 - The HALI intelligent agent system, based on spatial intelligence research, possesses deep thinking capabilities and an understanding of physical world laws such as gravity and friction [7] - The SOLEMATE, a smart audio-visual robot developed in collaboration with the luxury brand BUTTONS, utilizes visual sensors for rapid environmental modeling, enhancing task execution efficiency [7] - HALI can effectively navigate obstacles in complex spatial environments, allowing SOLEMATE to move freely when users initiate cross-domain requests [7]

Core Insights - Alibaba's Gaode has officially integrated XPeng's Robotaxi into its platform, expanding its offerings in the autonomous driving sector [1] - Other autonomous driving companies, such as WeRide and Pony.ai, have also been integrated into the Gaode platform, allowing users to hail their Robotaxis directly through the Gaode app [1] - Gaode's strategy focuses on spatial intelligence, emphasizing real-time traffic conditions, tidal analysis, and supply-demand forecasting in the Robotaxi field [1] Company Strategy - Gaode aims to enhance its capabilities in the Robotaxi sector through a comprehensive understanding of urban traffic, which includes real-time traffic conditions and predictive analytics [1] - The company utilizes vehicle-to-everything (V2X) technology and multi-vehicle data integration to address the limitations of single-vehicle intelligence [1] - Gaode provides a complex and valuable validation environment for autonomous driving systems, supporting the development and testing of these technologies [1] Market Presence - The Gaode app currently covers over 200 countries and regions globally, with ride-hailing services launched in more than 50 countries and regions outside of China [1]