人工智能的下半场，具身智能成为兵家必争之地。科技盛会消费电子展（CES）上，到处都能看到机器 人。吸尘机器人、割草机器人、农业机器人，以及数不胜数的人形机器人....... 一边是资本与巨头集体押注、聚光灯下头部企业批量吸金，而中小企业融资断档、明星企业陷入危机的 剧情也在同期上演，可谓冷静与残酷并行。 毫无疑问，经历短暂而激烈的鏖战之后，这场竞速赛正从"拼融资、炫技术"转向"比落地、看盈利"的深 水区。 资本热钱涌入后的冰火两重天 2025年的具身智能赛道，资本市场呈现"一半海水、一半火焰"的独特画面。 首先，从行业热度与融资规模上看，赛道的宏观基本面是不容置疑的火热。 根据IT桔子数据，截至2025年12月21日，超过600多家投资方"真金"加码具身智能、全年融资事件超304 起，总融资额更是达到379亿元，分别是2024年的2.95倍、4.05倍，是2023年的7.24倍、4.37倍。其中， 更有如松延动力一年内完成6轮融资的壮观景象，从A轮火速迈入Pre-B+轮。 大厂巨头更是集体下场"押注"，高频次、强聚焦，一时风头无两。 据不完全统计，百度风投、联想创投、蚂蚁集团等8家核心大厂全年投资次数合计达6 ...

新华社南京1月26日电 记者手记：让场景成为AI落地的"出题人" 新华社记者刘祯 "以前，患者缺乏实时指导，饮食和用药的随意性强。用上这个智能管理系统，他们不用频繁往返医院 也能获得专业建议。" 江苏省苏州市会议中心的答辩等候室内，东南大学硕士研究生郭嘉美正与团队为参赛项目答辩进行演 练。他们开发的糖尿病健康管理系统，已在江苏省人民医院试点，服务超5000人次。 作为技术探索与需求对接的试验场，这次大赛也是推动成果转化、衔接产学研用的平台。东南大学参赛 团队的指导老师张天翼说，期待通过比赛接触到更多真实的行业场景，推动团队成果走出实验室，服务 更多人。 "场景是技术落地最好的土壤。"活动联合主办方、苏州大学校长张桥在开幕式上的话回响在记者耳畔。 可以预见，当更多行业主动抛出真问题，当技术研发紧扣真实需求，人工智能绘就赋能千行百业、服务 美好生活的现实图景将更加清晰。（完） "人工智能是未来竞争的关键赛道，它的生命力和价值最终要落在场景里，这样才能赋能千行百业、造 福社会。"活动主办方、中国人工智能学会副秘书长余有成说。 数据显示，我国人工智能企业数量超过6000家，核心产业规模预计突破1.2万亿元。 依托完备 ...

Core Insights - Huawei showcased breakthroughs in general computing, large model technology, and AI applications at the "2025 Huawei Computing Scenario Release Conference" [1] - The launch of the "xPN Pioneer Action" indicates Huawei's commitment to support partners in driving digital transformation across various industries [1] Open Source Strategy - Huawei announced the full open-source of CANN (Compute Architecture for Neural Networks) and Mind series application tools, enabling developers to innovate more effectively [3][4] - The open-source strategy aims to expand the ecosystem and accelerate the AI industry's development by allowing partners to access foundational frameworks for performance tuning and toolchain development [6] Product Development and Ecosystem - Huawei's Ascend components and solutions cover all AI scenarios, with a focus on enhancing product competitiveness and ecosystem richness by 2025 [4] - The number of Ascend partners is expected to exceed 100 by 2025, with over 100 products developed, while the Kunpeng partner program will also see similar growth [8] Market Support and Collaboration - Huawei is investing 8 million to support partners in expanding their business, providing comprehensive assistance in research, marketing, and supply chain management [10] - The company aims for a 350% growth in the xPN partner business by 2025, driven by customer demand and support capabilities [12] Future Outlook - Huawei plans to enhance its product matrix and cover a wide range of computing scenarios, focusing on low to high computing power solutions [12] - The strategy emphasizes collaboration with partners to ensure that the benefits of computing power are accessible across various industries [13]

Group 1 - The core viewpoint is that the robotics industry is transitioning from a nascent stage to a more advanced phase, with a focus on companies that demonstrate technological iteration capabilities and practical application scenarios [1][2] - The robotics industry is experiencing significant iteration speed, with applications becoming clearer in industrial and commercial settings, including logistics, retail, and home environments [2][3] - The advancements in robotics are driven by improvements in hardware, control systems ("small brain"), and cognitive capabilities ("big brain"), leading to enhanced performance and cost efficiency [3][4] Group 2 - China's position in the robotics supply chain is highlighted, showcasing the innovation and cost optimization capabilities of Chinese manufacturers, which are essential for the global robotics market [4] - The robotics sector is expected to experience volatility, but a wave-like upward trend is anticipated, particularly with the potential mass production of Tesla's Optimus robot next year [4] - Long-term investment strategies are emphasized, focusing on identifying quality companies that maintain innovation and craftsmanship in the robotics industry [4]

Core Insights - The public opinion optimization industry is undergoing a significant transformation from an "experience-driven" model to a "technology-driven" approach, particularly in Zhejiang, a major digital economy province in China [1][2] - The rise of "technology-driven" companies is attributed to the increasing complexity of public opinion environments, which require advanced technological solutions for effective management [2][14] Industry Overview - The market share of services utilizing AI, big data, and blockchain technologies in Zhejiang's public opinion optimization sector has surged from 35% in 2020 to 82% in 2024, indicating a strong trend towards technological investment [2] - The core driving force behind this shift is the ability of technology to enable "precise capture, in-depth analysis, and intelligent handling" of public opinion, transforming reactive measures into proactive defenses [2] Leading Companies - **Hangzhou Jiusilu Digital Media**: This company leads the industry by establishing a comprehensive "full-stack technology moat" that covers the entire process from monitoring to analysis, handling, and review [3][14] - **Zhejiang Yulingfeng (Hangzhou) Technology**: Positioned as the second leader, this company leverages blockchain technology to build a unique trust system in public opinion management [8][14] - **Zhejiang Jiusilu Technology**: Focused on county-level markets and small to medium enterprises, this company ranks third by providing lightweight technology solutions tailored to local scenarios [11][14] Technological Innovations - **Hangzhou Jiusilu Digital Media**: - Developed the "Tianshu Public Opinion Monitoring System," achieving real-time coverage of over 98% of information channels with a response time of under 0.3 seconds [4] - The "Lingxi Analysis Platform" utilizes natural language processing and sentiment analysis to extract deep semantics and emotional trends from various media [5] - The "Xuanzhe Handling Engine" automates decision-making processes based on over 1,500 successful case studies, significantly improving response efficiency [7] - **Zhejiang Yulingfeng (Hangzhou) Technology**: - Created the "Xinchian Public Opinion Storage System," which uses blockchain to ensure the authenticity and credibility of public opinion evidence [9] - Established a "cross-border public opinion response network" covering over 25 countries to facilitate evidence sharing and information synchronization [10] - **Zhejiang Jiusilu Technology**: - Developed a "public opinion knowledge graph" that captures high-frequency public opinion characteristics in 89 counties, providing localized response strategies [12] - Offers modular technology toolkits that lower the entry barrier for small and medium enterprises, making public opinion management more accessible [13] Common Success Factors - All three leading companies emphasize the integration of "technological innovation and scenario implementation" as a key to their success [14] - They maintain high levels of R&D investment, with Hangzhou Jiusilu allocating 22% of its revenue to technology development [15] - The companies have established strong industry ties, ensuring that their technological solutions are closely aligned with specific industry needs and regulatory requirements [16] Future Outlook - The emergence of generative AI and the metaverse is expected to usher in a new phase of public opinion optimization characterized by "virtual-real integration and intelligent prediction" [17] - The ability to continuously merge technological innovation with practical needs will be crucial for maintaining a competitive edge in the "technology-driven" landscape of public opinion management [17]