云迹科技副总裁谢云鹏带来了题为"智能时代如何协同'AI同事'重构服务生态"的主题分享。 谢云鹏表示，机器人最终的底层应由6个维度的能力（学习力、适应力、交互力、自主力、情感力、社会力）构成。因此，与AI机器人同事高效协作，需聚 焦四大关键：目标明确、过程可控、结果可溯、反馈必应。 11月27日，"2025搜狐财经年度论坛"在北京举办。 谢云鹏认为，机器人的出现承担了酒店中店长本来应该负责的一些复杂、繁琐、长期重复和无聊的事情。他强调，这是时代赋予具身智能的重要考题，要在 具身智能时代实现更好的发展，首先要具备技术的不可替代性，其次还要具备对需求场景的真实了解，最后还要保持生态价值的持续性。 谢云鹏指出，科技推动时代的进步是一件不可逆的事情，他希望能够与大家携手在未来日子里，更多去拓展各种具身智能与离身智能的协作，让机器人服务 深入到千家万户和千行百业当中，更好的为人类造福。 以下为演讲全文： 各位搜狐网的网友大家好，我是云迹科技副总裁谢云鹏，很高兴今天有机会跟大家交流。 云迹科技，成立于2014年，至今已有11个年头。我们很荣幸能在座各位出差旅游入住酒店时，看到配送外卖、客需品、矿泉水的可爱机器人，有很多都是 ...

Core Insights - The article highlights the significant milestone of Cloudwalk Technology, which has become the first "robot service intelligent body" to be listed on the Hong Kong Stock Exchange, indicating a growing focus on the robotics industry in the capital market [1][3]. Company Overview - Cloudwalk Technology has evolved into a "specialized and innovative small giant" enterprise, becoming an indispensable "silicon-based partner" in various life and work scenarios, backed by prominent investors such as Alibaba, Lenovo, and Tencent [3][4]. - The company has developed a dual-engine driven intelligent service ecosystem combining embodied intelligence (robots) and disembodied intelligence (AI systems), enabling a comprehensive AI-driven service model [4]. Financial Performance - Revenue is projected to grow from 161 million yuan in 2022 to 245 million yuan in 2024, reflecting a compound annual growth rate (CAGR) of 23.2% [7]. - Gross profit is expected to increase from 39.3 million yuan in 2022 to 106 million yuan in 2024, with a CAGR of 64.6% [7]. - The net loss has decreased from 365 million yuan in 2022 to 185 million yuan in 2024, indicating continuous improvement in the company's operational status [7]. Market Position - Cloudwalk Technology holds a 6.3% market share in China's robot service intelligent body market, making it the largest player in this sector [8]. - In the hotel service sector, the company commands a 13.9% market share, with the market expected to grow from 600 million yuan in 2020 to 1.4 billion yuan in 2024, at a CAGR of 21.3% [8]. Strategic Developments - The company has entered into a strategic partnership with Luxshare Precision, a global leader in electronic manufacturing, to implement its "Factory AI Intelligent Body" solutions [3]. - Cloudwalk Technology plans to utilize the proceeds from its IPO, amounting to 590 million HKD, primarily for enhancing R&D capabilities and expanding its commercial reach [13][14]. Future Prospects - The company aims to explore broader application cases and create a vibrant ecosystem to enhance its commercialization capabilities and global influence [13][14]. - Cloudwalk Technology has established a joint innovation laboratory with Hong Kong Polytechnic University to focus on key AI and embodied intelligence technologies [14].

Core Insights - The article emphasizes that robots should be viewed as "AI colleagues" rather than mere tools, highlighting the importance of creating an efficient human-robot collaboration system to enhance operational efficiency and customer experience in the smart era [1][5][14] Company Overview - Cloudwise Technology, founded in 2014, has been deeply involved in the robotics field for 11 years, witnessing the industry's transformation from "machine tools" to "AI colleagues" [3][6] - As of 2024, Cloudwise robots have been deployed in over 30,000 hotels, completing 500 million service tasks, which is equivalent to traveling around the Earth's equator more than 500 times [3][6] Robot Capabilities - The company defines robots as intelligent entities with mobile and operational capabilities, driven by six dimensions of abilities: learning, adaptability, interaction, autonomy, emotional intelligence, and social integration [3][8][10] - Robots are designed to continuously optimize their strategies based on environmental feedback, maintain stability in various scenarios, and understand emotional cues from guests [3][9][10] Collaboration Strategies - Effective collaboration with AI colleagues requires focusing on four key aspects: clear objectives, controllable processes, traceable results, and responsive feedback [4][10] - Hotel managers set clear KPIs for robots, allowing them to identify subtle customer needs through operational data and drive system optimization through continuous feedback [4][10] Industry Applications - The human-robot collaboration model is applicable across various sectors, including hotels, hospitals, and factories, enabling intelligent upgrades and enhanced experiences [4][10] - The integration of embodied intelligence and disembodied intelligence is expected to create highly adaptable "industry intelligent agents" that can operate in specific scenarios [5][12] Future Outlook - The arrival of more "AI colleagues" should not induce fear regarding job value; instead, they should be seen as partners that extend human capabilities [5][14] - The article suggests that the era of robots will differ from the human population dividend era, as robots rely on research and development to optimize algorithms and enhance their capabilities [11][15]

Group 1 - The 2025 China International Service Trade Fair was held from September 10 to 14, showcasing the active role of robots in various applications, aligning with the theme "Digital Intelligence Leading, Service Trade Renewed" [1] - Beijing Yunji Technology Co., Ltd. provided versatile robots that represent a significant advancement in service robotics, transitioning from "single-machine intelligence" to "group intelligence" [1] - The company has redefined consumer experiences through its intelligent service cluster, which combines embodied intelligence (robots) and disembodied intelligence (AI systems), offering adaptable and scalable products and services [1] Group 2 - Yunji Technology has implemented its robots in over 30,000 locations globally, including hotels, hospitals, factories, apartments, and buildings [1] - In 2024, the intelligent service robots completed over 500 million services and traveled 20.33 million kilometers, equivalent to approximately 507 circumferences of the Earth [1]

Core Insights - The 2025 China International Fair for Trade in Services (CIFTIS) opened in Beijing, featuring the world's first intelligent service entity for news centers, developed by Cloudwalk Technology [1][7] - The intelligent service entity combines embodied intelligence (robots) and disembodied intelligence (AI systems), marking a significant advancement in service robotics [1][2] Group 1: Intelligent Service Entity - The intelligent service entity consists of the UP multi-modal robot and the HDOS AI application system, functioning as a coordinated "robotic task force" [2] - Unlike traditional robots, this service entity can perceive the environment, understand needs, and make autonomous decisions, providing services such as water delivery, cleaning, and AI photography [3] Group 2: Cross-Industry Applications - Cloudwalk's HDOS system represents a pioneering application of "AI + embodied intelligence," expanding from hotel settings to factories, hospitals, and public spaces [4] - In hotel scenarios, HDOS acts as a digital butler, automating service processes and enhancing operational efficiency through real-time monitoring and task scheduling [6] Group 3: Global Impact and Future Prospects - Cloudwalk Technology has successfully implemented its systems in over 30,000 locations worldwide, including hotels, hospitals, and factories across various regions [7] - In 2024, the intelligent service entity completed over 500 million services and traveled approximately 20.33 million kilometers, equivalent to about 507 circumferences of the Earth [7]

Investment Rating - The report does not explicitly provide an investment rating for the embodied intelligence industry Core Insights - The embodied intelligence industry is recognized as a key area for future industrial development in China, with the government including it in the future industrial cultivation plan [2] - The commercialization of embodied intelligence is progressing slower than expected, facing challenges in efficiency, cost, and scene adaptability [4][30] - The industry is expected to follow a principle of "from simple to complex" and "specialized before general" in its application over the next five years, with a focus on industrial applications before expanding to household scenarios [4][30] Summary by Sections 1. Application Status of Embodied Intelligence - By 2025, the global embodied intelligence is transitioning from laboratory settings to practical applications, but commercialization is lagging behind expectations [4][30] - The core focus until 2030 will be on industrial-specific scenarios, with gradual expansion to household applications ensuring safety [4][30] 2. Major Challenges Faced by Embodied Intelligence - **Technical Challenges**: Lack of autonomous intention generation, insufficient real data, low quality of synthetic data, and fragmented software ecosystems hinder development [8][34] - **Application Challenges**: Ambiguous market demand, low user acceptance, and an incomplete industrial chain restrict the commercialization process [34][40] 3. Overview of the Embodied Intelligence Industry - Embodied intelligence combines artificial intelligence and robotics, emphasizing dynamic interaction with the environment through physical entities [13][17] - It is distinguished from disembodied intelligence by its reliance on physical bodies for real-time interaction, which enhances adaptability and cross-domain generalization [19] 4. Development History - The evolution of embodied intelligence has progressed through various stages, from philosophical foundations to the integration of large models and practical applications [20] 5. Technical System - The technical framework of embodied intelligence is transitioning from modular AI algorithms to a unified model-based approach, focusing on a closed-loop system architecture [21][23] 6. Core Technical Aspects - The commercialization of embodied intelligence relies on three core technical areas: algorithm evolution, data sourcing, and hardware advancement [24][25] 7. Current Application Status - The report highlights specific applications in industrial manufacturing, service and retail, and medical fields, noting the challenges faced in each sector [30][32] 8. National Policies - Recent national policies emphasize the importance of embodied intelligence, particularly humanoid robots, as a focus for future industrial development [44]

Core Viewpoint - The article discusses the distinctions and relationships between artificial intelligence (AI), embodied intelligence, and humanoid robots, highlighting the potential of humanoid robots in various industries and their role in enhancing human-robot interaction [5][21]. Group 1: Definitions - Artificial Intelligence (AI) refers to machines or programs created by humans to simulate human thinking and solve problems [8]. - Embodied Intelligence is defined as intelligent agents with a physical body that can perceive, make decisions, and interact with the real world while learning and evolving [8]. - Humanoid Robots are machines that mimic human appearance and behavior, possessing a similar body structure and capabilities for self-perception, learning, and decision-making [12]. Group 2: Relationships - AI is a broad category that encompasses both embodied intelligence and disembodied intelligence, with embodied intelligence requiring a physical entity to interact with the physical world [16][19]. - Disembodied intelligence can process information but cannot physically interact with the environment, while embodied intelligence can perform tasks autonomously in the real world [19]. Group 3: Humanoid Robots as Ideal Carriers - Humanoid robots are seen as the most ideal carriers of embodied intelligence due to their ability to integrate advanced technologies from various fields, including mechanical and electrical engineering, and artificial intelligence [21]. - The development of humanoid robots is expected to drive innovation and upgrades across the manufacturing sector, fostering economic growth and creating significant market value [22]. Group 4: Applications and Benefits - Humanoid robots can operate in human-centric environments, showcasing flexibility and adaptability in tasks across various sectors, including healthcare, household services, and education [24]. - They can replace humans in dangerous or repetitive jobs, thereby enhancing productivity and freeing up human labor [24]. - The design of humanoid robots allows for better human-robot interaction, making them more acceptable to users and enabling them to perform tasks using familiar human tools [25].

Group 1: Concept of Embodied Intelligence - Embodied Intelligence refers to the integration of intelligence with a physical body, enabling interaction with the environment [2][4] - It is distinct from Disembodied Intelligence, which lacks physical interaction capabilities [6][7] - The three essential elements of Embodied Intelligence are the body, intelligence, and environment [4][8] Group 2: Development History - The concept of Embodied Intelligence dates back to 1950, with Alan Turing's foundational work in artificial intelligence [9][10] - The development of robotics and AI has evolved significantly, with a focus on Embodied Intelligence gaining momentum in the 21st century due to advancements in technology [17][19] - The recognition of Embodied Intelligence as a key area for future AI development has been emphasized by industry leaders, including NVIDIA's CEO [19][21] Group 3: Categories of Embodied Intelligence - Embodied Intelligence can be categorized into various types, including industrial robots, service robots, and special robots [22] - Common forms include humanoid robots, wheeled robots, and multi-legged robots, each suited for different applications [22][34] - Humanoid robots are particularly notable for their versatility and ability to interact in human environments [24][26] Group 4: Key Technologies - The technology framework for Embodied Intelligence includes environmental perception, motion control, and human-machine interaction modules [36] - The core components consist of the body (mechanical structure and sensors), the brain (AI algorithms for perception and decision-making), and the cerebellum (motion control) [40][42][43] - Advanced algorithms and models are essential for effective decision-making and motion execution [42][43] Group 5: Market Potential - The global AI robotics market reached $14.3 billion in 2023 and is projected to grow to approximately $82.5 billion by 2032, with a compound annual growth rate of 21.5% [54]

Core Insights - The rapid integration of artificial intelligence (AI) into various industries, particularly the hotel sector, presents both challenges and opportunities for service automation [1][2] - The discussion at the 2025 ITValue Summit highlighted how service robots are reshaping hotel services, focusing on practical applications and future prospects of AI in this context [1][2] Group 1: AI and Robotics in the Hotel Industry - AI technology is evolving from cognitive intelligence to action intelligence, moving from the digital realm to physical applications, which is crucial for service innovation in hotels [1][5] - Cloudwise Technology has successfully implemented robots in over 30,000 hotels and 100 hospitals, achieving over 500 million service instances and a walking distance exceeding 20 million kilometers [4] - The choice of hotels as a primary application area for robots is strategic, as hotels require 24/7 service, allowing robots to operate during off-hours when human staff may not be available [7][8] Group 2: Challenges and Solutions - The integration of service robots in hotels faces challenges such as robot-elevator interactions and the optimization of human-robot collaboration [2][10] - Cloudwise Technology has made significant progress in addressing these challenges through continuous research and practical exploration [2][10] Group 3: Future Developments and Trends - The future of hotel robots includes the potential for more complex tasks, such as laundry services and automated responses to common inquiries, enhancing customer experience and operational efficiency [22][23] - The concept of "carbon-silicon hybrid teams" is emerging, where robots and humans collaborate, with robots taking over simple, repetitive tasks to allow humans to focus on higher-value work [11][12] - Cloudwise Technology is exploring the development of composite polymorphic robots that can adapt to various tasks, making them suitable for home and community applications [18][24] Group 4: Global Expansion and Market Strategy - Cloudwise Technology is expanding its presence in international markets, particularly in regions where labor costs are higher, making robotic solutions more economically viable [25] - The company has established an international headquarters in Hong Kong to better understand and cater to overseas market demands [25]

Core Insights - The 2025 World Robot Conference (WRC 2025) showcased a significant shift in humanoid robots from mere demonstrations to practical applications, indicating rapid development in China's humanoid robot industry [1] Industry Trends - The Chinese robotics industry is evolving from "visible" to "usable," with products transitioning from "single-function" to "multi-functional" and from "individual operation" to "collective intelligence" [2] - Companies are increasingly focusing on "embodied intelligence" and "off-body intelligence," with advancements allowing robots to predict needs and respond proactively [2][4] - The overall revenue of China's robotics industry grew by 27.8% year-on-year in the first half of the year, with industrial and service robot production increasing by 35.6% and 25.5% respectively [4] Company Developments - Yushutech, a prominent company at the conference, introduced two new products, a quadruped and a humanoid robot, and emphasized the importance of their listing as a step towards maturity in management and operations [3] - Noli Co. and Zhejiang University unveiled the "Nobor II" embodied intelligent robot, aimed at enhancing safety and efficiency in high-risk operations [5] - Vision Source's industrial quadruped robot MAXHUB X7 was also showcased, designed for versatile outdoor applications in challenging environments [6] Investment Landscape - Shoucheng Holdings plans to establish a 10 billion RMB investment fund for the robotics industry, having already invested in leading companies such as Yushutech and Galaxy General [7]