1 Xscent，始于0的勇气 在杜克的校园里，创新的火花从未熄灭。 在这个诞生了Duolingo、Coinbase、Zogo等明星startup的校园中， 一场属于创业者的盛宴即将点亮整个东海岸—— Xscent Venture Challenge创业大赛， 2025 正式启程！ 由杜克大学DukeCEO组织主办，携手东海岸与全美创业网络，Xscent Venture Challenge正在打 造一座连接 人才 × 资源 × 未来 的桥梁。 在这里，每一个灵感，都值得被点燃.每一个想法，都能迈出属于自己的 "From 0 to 1"。 以下文章来源于杜克CEO ，作者DukeCEO 杜克CEO . 杜克大学华人创业者协会 Chinese Entrepreneurs Organization at Duke (DukeCEO) 2 创新，没有边界 Xscent以杜克为起点，辐射南北卡州，连接整个东海岸创新生态。 我们关注的，不只是创业，更是前沿： · 人工智能（AI agent, infra, etc.） • ✦ ✦ · 金融科技（FinTech） · 生物医疗（Biotech） · 具身智能（Robotic ...

Group 1: Natural堂 Financing and IPO - Natural堂 Group has completed a new round of financing amounting to 3 billion RMB, led by 加华资本 and with participation from 欧莱雅, bringing total investment to approximately 4.42 billion RMB [1][6] - The company has submitted its prospectus to the Hong Kong Stock Exchange for an IPO, with a valuation exceeding 7 billion RMB [1][6] - Revenue for Natural堂 is projected to be 44.42 billion RMB and 46.01 billion RMB for 2023 and 2024 respectively, showing stable growth rates of 3.49% and 3.58% [6][7] Group 2: 灵境AI Financing - 灵境AI has announced the completion of a new angel+ round financing amounting to several tens of millions RMB, led by 国科投资 [2][3] - This is the third round of financing for 灵境AI this year, aimed at expanding AI animation production and building a creator ecosystem [3] Group 3: 乐享科技 Financing - 乐享科技 has completed a 200 million RMB angel++ round financing, marking its third round of financing in nine months, with total angel round financing nearing 500 million RMB [4] - The funds will be used for self-research of core components and technology development [4] Group 4: 星河动力 Financing - 星河动力, a commercial rocket developer, has secured 2.4 billion RMB in D round financing, with investors including 顺禧基金 and 南京市创新投资集团 [5] Group 5: 蜜雪集团 Acquisition - 蜜雪集团 has signed an investment agreement to inject 286 million RMB into 鲜啤福鹿家, acquiring a 51% stake [8] - 鲜啤福鹿家 is positioned as the leading brand in China's fresh beer chain market, with plans to expand to approximately 1200 stores by August 2025 [8][9] Group 6: SHEIN's Retail Expansion - SHEIN plans to open its first physical store in France in November, marking its entry into offline retail [10] - The move is seen as a strategy to combine the advantages of e-commerce and physical retail in response to changing market conditions [10] Group 7: 字节跳动 Employee Support - 字节跳动 has introduced a new employee support scheme providing transitional subsidies for employees affected by organizational adjustments, with a maximum value of 72,000 RMB [13][14] Group 8: Consumer Trends - During the National Day and Mid-Autumn Festival holiday, the average spending per customer increased by 14.6%, with the highest proportion of tourists being those born after 1995 [22] - The total box office for the National Day film season surpassed 1.8 billion RMB, with several films exceeding 100 million RMB in box office revenue [26]

Core Viewpoint - Shanghai aims to accelerate the cultivation of future industries and breakthrough disruptive technologies by 2027, with a goal of establishing around 20 leading enterprises in future industry ecosystems by 2030 [1][3]. Summary by Relevant Sections Future Industry Development - Shanghai will focus on developing fields such as cell and gene therapy, brain-machine interfaces, biomanufacturing, and embodied intelligence, while also accelerating the cultivation of fourth-generation semiconductors, silicon photonics, 6G, and brain-like intelligence [3][7]. - The city plans to systematically layout and build future industry clusters, with a focus on six major directions: future manufacturing, future information, future materials, future energy, future space, and future health [7]. Measures and Support - The "Several Measures" document outlines 15 initiatives across six areas to enhance future industry cultivation, including financial support for innovative products and scene construction tasks, with funding up to 30% of contract amounts and a maximum of 2 million yuan [7][9]. - Shanghai has already launched several cultivation plans in areas like brain-machine interfaces and quantum computing, establishing high-quality incubators and a future industry fund with a total scale of approximately 15 billion yuan [9][14]. Investment and Financial Ecosystem - The future industry fund aims to create a multi-source investment system led by government funding, supported by enterprises and financial institutions, with a focus on early-stage quality projects and long-term value [14][15]. - As of October 10, 2023, the future industry fund has made investment decisions on 18 strategic sub-funds, with a proposed investment amount of 2.215 billion yuan, and has focused on nine key strategic projects with an investment of 399 million yuan [15]. Cluster Development - Shanghai is planning to create national-level future industry pilot zones and has initiated the construction of several future industry clusters in areas like Pudong and Minhang, with support of up to 2 million yuan for qualifying cluster construction entities [11][12]. - The brain-machine interface future industry cluster is being developed to become a global innovation hub, focusing on clinical trials and incubation of disruptive technologies [12].

Core Insights - Shanghai Municipal Government has issued measures to accelerate the innovation of frontier technologies and the cultivation of future industries, focusing on areas such as brain-machine interfaces, embodied intelligence, and fourth-generation semiconductors [1][2][3] Group 1: Future Industry Development - The measures emphasize the development of future manufacturing, information, materials, energy, space, and health sectors, aiming to rationally plan and cultivate future industries based on industrial foundations and resource endowments [2][3] - Key areas for support include cell and gene therapy, brain-machine interfaces, biological manufacturing, and embodied intelligence, with a focus on reducing costs, improving accessibility, and building industrial ecosystems [2][4] Group 2: Technological Innovation and Research - The initiative aims to accelerate the cultivation of fourth-generation semiconductors, silicon-based optoelectronics, sixth-generation mobile communications, and brain-like intelligence, emphasizing product design optimization and market value verification [2][3] - There is a focus on quantum technology, controllable nuclear fusion, and regenerative medicine, with support for tackling technical challenges and validating the feasibility of product development [2][3] Group 3: Financial Support and Investment - The measures propose a multi-level financial support system, leveraging government funding to guide enterprise investment and support from financial institutions [6] - Future industry funds will play a guiding role, utilizing a "direct investment + sub-fund investment" model to create an investment incubation ecosystem for disruptive technology innovation [6] Group 4: Ecosystem and Enterprise Support - The initiative supports the cultivation of leading technology enterprises that focus on future industries, providing special support for those with significant innovation input and industry influence [4] - A gradient cultivation system for innovative enterprises will be established, supporting small and medium-sized technology enterprises and high-growth technology companies [4] Group 5: Application and Demonstration - The measures encourage the development of experimental verification scenarios and demonstration applications to drive future technology iterations and product maturity [5] - Government procurement policies will support the large-scale application of innovative products, with financial backing for eligible projects [5]

当前，具身智能已走向规模化应用，成为激活新质生产力、破解社会痛点的关键引擎。 近日，安永复旦共同举办的"2025最具潜力企业"评选结果正式揭晓，26家企业荣膺"最具潜力企业 奖"，8家企业获颁"最具潜力种子企业奖"。 本届评选以"无限可能・智能具身拓未来"为核心主题，聚焦具身智能技术的产业化落地与价值释 放，获奖企业覆盖具身智能、人工智能、生命科学、移动出行、芯片、增强现实六大核心领域，其中14 家企业来自具身智能赛道，成为本次评选的最大亮点，彰显出中国在实体智能领域的强劲创新活力。 在人口老龄化背景下，AI养老护理机器人可实现自主巡护、健康监测，缓解居家养老人力缺口； 制造业升级浪潮中，能适应小批量、多品类生产需求的复合型协作机器人正推动"中国制造"向"中国智 造"转型；低空经济成为新增长极，未来将重塑城市短途交通。具身智能正在重新构建制造、医疗、城 市、生活等多重场景的运作方式。它不仅是自动化的升级，更是智能体与环境共融的生态革命，为实体 经济与数字未来的无缝衔接奠定了坚实基础。 "创新是企业成长潜力的核心源泉，而资本赋能则是实现高增长的关键支撑。"安永大中华区业务主 管合伙人毕舜杰表示，作为人工智能与现 ...

会议提出，打造一批消费金名片，加大消费项目招商，重点围绕新业态、新平台招商，瞄准首店主 动出击。在外贸方面，持续强化重点企业跟踪监测，形成更多进出口增量。 会议要求，招商工作"一着不让"，充分发挥"4+4+N"招商体系效能，发扬"四千四万"精神，广拓招 商引资渠道，特别是要聚焦机器人、具身智能、低空经济等产业用好"场景招商"模式，以真实场景项目 及应用机会引进各类企业，全力打造产业新地标，同时加大规上企业走访力度，保障优质项目顺利落 地、扩产项目稳定扎根；项目建设"紧抓不放"，全面梳理当前项目建设进展，分析存在问题，以更加务 实的办法、更加有力的举措，全力推进重大项目早落地、早建设、早投产、早见效。 昨天（10月8日），吴中区召开决战四季度经济工作推进会，总结盘点工作，分析当前形势，动员 全区上下进一步坚定信心、鼓足干劲，决战四季度，夺取全年胜，以务实举措和实际行动为省市发展大 局多作贡献。 今年以来，吴中全区上下全力拼经济、抓项目、促发展，经济稳中有进，"产业强区、创新引领"发 展战略优势加速显现。会议明确，要坚定"产业强区、创新引领"发展战略不动摇，持续壮大"3+2+N"重 点产业集群，努力将"全国机器人 ...

随着以ChatGPI为代表的离身智能实现智能涌现，AI技术逐步展现出逼近甚至超越人类的思维能力，如 何让AI的认知拓展到现实的物理概念，并将其更好地应用于物理世界，成为人们新的关注点，以具身 智能为核心的新一轮技术浪潮迅速兴起。 近日，银河证券发布报告预计，2025年我国具身智能行业市场规模将可达9731亿元，其中机器人市场规 模5229亿元，同比增长8.9%；自动驾驶市场规模4502亿元，同比增长17.5%，到2026年我国具身智能行 业市场规模预计将超万亿元。 万亿规模之下，银河证券认为，应用场景是具身智能产业化的最大突破点之一，落地能力极强的企业有 望获取产业链主导而享受更高的弹性。联想集团等科技龙头不仅在机器人、智能驾驶等具身智能主要赛 道有着深厚积累，还在自身业务与对外智能化赋能方面进行了广泛的应用场景布局，正展现出具身智能 时代领军者的巨大发展潜能和投资价值。 "十五五"战略重点，万亿美元规模遥遥在望 作为三个"关键五年"中承上启下的阶段，"十五五"时期意义重大，既要巩固"十四五"开局成果，又要 为"十六五"冲刺收官筑牢根基，直接关系到2035年远景目标的实现。同时，高层部署的300多项重大改 革 ...

Core Insights - The establishment of the Zhuhai Embodied Intelligence Application Innovation Center marks a significant development in the competition for embodied intelligence and humanoid robots in the global market [1][3] - The center aims to address the "technology-cost-scenario" triangle dilemma that has hindered the commercialization of embodied intelligence technologies [3][4] Industry Challenges - The embodied intelligence sector is still in its early development stage, facing challenges such as the need for improved technology, high costs, and unclear application scenarios [4] - The Innovation Center is designed to create a closed-loop development path that connects scene data with technology iteration, industry chain collaboration, and public experience platforms to overcome these challenges [4][6] Innovation Center Structure - The Innovation Center has established an "one center, three platforms" ecosystem to facilitate the integration of innovation, industry, finance, and talent [7] - The center's platforms include: - **Application Innovation Center**: Acts as a catalyst for technology implementation, focusing on data accumulation and application [6] - **Public Experience Platform**: Serves as a showcase for market cultivation and public education [6] - **Industry Empowerment Platform**: Promotes collaboration among supply chain partners and aims to localize core component production [6] Strategic Partnerships - Zhuhai Technology Industry Group, a key partner in the Innovation Center, has a registered capital of 50 billion yuan and has invested in over 2,000 innovative enterprises, creating a comprehensive ecosystem for embodied intelligence [8] - The group collaborates with leading companies in AI and humanoid robotics, enhancing the center's capabilities in various application scenarios [10] Future Development Plans - The Innovation Center plans to expand its focus beyond the healthcare sector to include areas such as security inspection, entertainment, industrial manufacturing, and retail [11] - Zhuhai aims to leverage its unique advantages, including government openness and diverse application scenarios, to become a key player in the Greater Bay Area's embodied intelligence landscape [12] Investment and Resource Allocation - Zhuhai is accelerating the construction of "Cloud Smart City" to provide low-cost, high-performance computing resources for AI enterprises [14] - The city has established an 80 billion yuan fund to support innovation in artificial intelligence, low-altitude economy, digital economy, and robotics [16]

Core Insights - Shenzhen aims to leverage its rich innovation resources and diverse industrial categories to upgrade traditional industries, targeting a total scale of over 700 billion yuan within three years [1] - The city plans to implement 12 policy measures, including the establishment of various investment funds to support mergers and acquisitions in traditional industries [1][2] - Shenzhen's advanced manufacturing and high-tech manufacturing sectors account for 68.2% and 58.2% of the city's industrial added value, respectively [1] Group 1: Traditional Industry Development - Shenzhen has a strong presence in traditional industries such as high-end women's clothing, jewelry, and eyewear, with the jewelry industry holding a national industrial output value lead [2] - The city will implement an action plan to integrate artificial intelligence into various traditional sectors, aiming to digitize over 100 traditional enterprises within three years [2][3] - The government recognizes both traditional and emerging industries as essential components of a modern industrial system, promoting a blend of technology and traditional manufacturing [3] Group 2: Investment and Policy Measures - The city will create a multi-faceted investment support model involving government-guided funds, listed company capital, and professional investment institutions [1] - Shenzhen aims to cultivate over 100 cross-industry fusion fashion products and popular national trend products by 2027 [3] - The approach of "policy guidance + market leadership + technology empowerment" is expected to serve as a replicable model for traditional industry transformation across the country [3]

近两年，具身智能赛道群雄逐鹿，在部分领域已走向规模化应用。 安永大中华区业务主管合伙人毕舜杰表示："创新是企业成长潜力的核心源泉，而资本赋能则是实现高 增长的关键支撑。作为人工智能与现实世界交互的重要载体，具身智能正推动智能技术从'感知'走向'行 动'，越来越多的创新企业积极布局、加速进场。" 据安永对该行业的观察，具身智能的应用场景涵盖工业制造、家庭服务、危险作业等多个领域，中国企 业在这些场景的商业化落地方面表现突出。 何兆烽认为，具身智能行业当前面临的最大瓶颈是商业化落地的规模化和可持续性。"尽管技术已在实 验室或小范围内取得突破，但如何将这些技术高效、低成本地应用于实际场景并实现盈利，仍是关键问 题。"为此，安永方面建议行业企业聚焦垂直场景、降低落地难度，同时优化核心组件采购、提升设备 集成度、降低单位成本；引入开放平台和模块化设计以提升扩展性。 安永大中华区上市服务主管合伙人何兆烽举例道，在14家具身智能企业中，包含了主攻家庭服务、教育 场景的通用机器人及制造业协作机器人的企业，突破关节模组、多模态传感器等核心部件的企业；此 外，人工智能领域推动空间智能、AI蛋白质整体解决方案落地，生命科学领域以可 ...