二、生态构建：多元主体协同发力，两大分会揭牌强化协同力量 2025年11月13-14日，中国工业 AI 大会（IAIC 2025）暨中国机电一体化技术应用协会2025年会在杭州隆 重召开。 大会以"AI 赋能工业新生"为主题，来自国内外专家学者、央国企负责人、业界领袖及行业代表等各界 人士360余人齐聚一堂， 共同探讨人工智能与制造业深度融合的路径与未来，为推进新型工业化进程注入强劲的 智慧力量。大会同期还召开了协会七届三次常务理事会、具身智能分会成立大会及智能工厂分会第二届理事会换 届大会。 一、战略引领：锚定产业变革关键命题，紧扣国家政策导向 曲道奎会长在致辞中提出了"技术自立、数据贯通、人才跨界"三点倡议， 呼吁构建"基础研究—应用开发— 产业落地"的闭环体系，打破数据孤岛与人才短板，助力我国从工业"并跑者"迈向"领跑者"，为从"制造大 国"向"制造强国"跨越提供智慧支撑。 本次大会在组织架构上充分体现"产学研用"协同优势。承办单位涵盖协会七大核心分支机构，覆盖工业智 能、智能工厂、制造系统集成、数字化设计与制造、智能机器人等关键领域；协办单位中，上海市工业互联网协 会、杭州数字经济联合会、杭州市智能制 ...

Core Insights - The year 2025 is identified as a pivotal year for the large-scale implementation of AI detection driven by leading clients [1] - The company is collaborating with several industry leaders to enhance assembly quality through AI, enabling real-time data analysis and adaptive parameter adjustments, significantly reducing reliance on field engineers and after-sales costs [1][3] Industry Trends - The core of industrial AI lies in "image quality + solution integration," with China possessing strong local application engineering capabilities and rapid response advantages in this field [3] - As AI capabilities become more platformized and generalized, the company is accelerating its expansion into overseas markets, facilitating the transition of high-end manufacturing towards a new phase of intelligence and standardization [3]

Core Viewpoint - Tianzhun Technology's major shareholder, Qingyi Investment, has donated 8 million shares of stock and 8 million yuan in cash to establish a special fund aimed at supporting the cultivation of young talent in artificial intelligence and the development of education in Suzhou [1][3]. Group 1 - The "Meidao Fund" was officially launched at the 20th anniversary summit of Tianzhun Technology, attended by numerous dignitaries from academia, government, and industry [2]. - The donation consists of 8 million shares and 8 million yuan in cash, with a total value of approximately 450 million yuan based on the stock price at the time of donation [3]. - The fund will collaborate with the Li Zhengdao Education and Science Foundation and the Suzhou Education Development Foundation to support young talent in AI and reward outstanding educators in Suzhou [5].

Core Insights - Industrial AI has transitioned from a supplementary technology to a necessity for companies aiming to reduce costs and enhance core competitiveness, with the Chinese industrial AI market expected to exceed 100 billion yuan by 2025, growing at a compound annual growth rate of over 30% [1] - North Electric Intelligence, a specialized AI service provider in the industrial sector, has gained attention for its deep understanding of industrial mechanisms and technical implementation capabilities [1][2] Market Landscape - The industrial AI sector is witnessing increased competition from both internet giants and traditional industrial software companies, with a focus on high-quality AI solutions for digital transformation in manufacturing [1] - North Electric Intelligence's "Jiaoyang Industrial Model" achieved the highest score of 83.44 in the SC-Industry evaluation, showcasing its leading application capabilities and recognition in the industrial AI field [2] Evaluation Criteria for AI Solutions - High-quality industrial AI solution providers must meet three key standards: 1. Technical and scenario adaptability, integrating AI with industrial processes to address real production challenges 2. Comprehensive service capabilities covering the entire process from data governance to model deployment and optimization 3. Compliance and reliability, ensuring data security and stable model outputs suitable for high-precision industrial needs [3] Technical Advantages of Jiaoyang Model - The Jiaoyang model is deeply rooted in the entire lifecycle of industrial scenarios, assisting in design optimization, real-time equipment monitoring, supply chain management, and predictive maintenance, leading to significant reductions in downtime and maintenance costs for clients [3][4] Service Framework - North Electric Intelligence has established a "data-model-computing power" integrated service system, addressing common pain points in manufacturing such as data utilization, model applicability, and computing power affordability [4] Compliance and Reliability - The Jiaoyang model incorporates strict control mechanisms for data security and model output accuracy, ensuring compliance with industrial data safety and production safety standards [4] Future Outlook - With support from policies, technology, and demand, North Electric Intelligence aims to deepen its industrial AI technology development and application, contributing to the transition from "Made in China" to "Intelligent Manufacturing in China" [4]

Group 1 - The core viewpoint of the report indicates that China's manufacturing sector has largely achieved its 2025 goals and is progressing towards becoming a mid-level manufacturing power by 2035, with industrial growth being a key driver of GDP [1] - The report highlights that sectors such as equipment manufacturing, high-tech manufacturing, and digital products are currently experiencing high levels of prosperity, supported by improving manufacturing PMI and the accelerated implementation of industrial AI [1] - The importance of technological self-reliance is emphasized in light of the U.S. plans to increase tariffs on China and restrict exports of key software, suggesting that critical areas like CAD, CAE, and industrial operating systems are likely to see continued breakthroughs [1] Group 2 - The report identifies industrial AI as a focal point for high-quality industrial development, driven by ongoing advancements in AI and large models [2] - A policy framework established by the State Council in August 2025 elevates the application of artificial intelligence to a national strategic level, aiming to promote "intelligent linkage of all industrial elements" [2] - According to IOT ANALYTICS, the global industrial AI market is projected to reach $43.6 billion in 2024 and is expected to grow to $154 billion by 2030, with a compound annual growth rate of 23% [2] - International giants are increasingly investing in China's industrial AI, exemplified by the collaboration between China Fifteen Metallurgical Group and Siemens, which has successfully implemented an industrial intelligence system in copper smelting enterprises in South China [2] - The system has achieved a parameter adoption rate of over 94% since its launch in early 2025, significantly improving traditional control methods and generating estimated annual economic benefits exceeding 1 million yuan [2] - With further refinement of top-level policies, China's industrial AI is anticipated to rapidly take off [2]

Core Insights - The company, 微亿智造, has submitted an IPO application in Hong Kong, potentially becoming the first listed company in the field of industrial embodied intelligence [1] - The company is notable for being profitable in the AI sector, which is rare for companies in this field [1] Business Overview - 微亿智造 operates three main product lines: EIIR embodied intelligent robots, AI-enabled smart products, and modular products [2] - The company has experienced rapid revenue growth, increasing from 221 million yuan in 2022 to 600 million yuan in 2024, representing a compound annual growth rate of 64.7% [4] - The company has achieved profitability in 2024 with a profit of 15.739 million yuan and 6.684 million yuan in the first half of the year [4] Workforce Efficiency - With only 316 employees, the company boasts a high per capita annual output value compared to many software companies in the industrial sector [5] Market Application - The primary commercial application of industrial embodied intelligence is in robot vision inspection, which is a mature extension of AI in industrial settings [6][7] - 微亿智造 has shifted from a custom AI inspection solution provider to a product-oriented company focusing on industrial embodied intelligence, leveraging its experience in the automotive sector [9] Product Details - The core product, EIIR, is an AI-driven robotic system capable of autonomous operation without manual programming, adaptable to various industrial scenarios [10] - The contribution of EIIR to total revenue has increased from 15.3% in 2022 to 53.6% in the first half of 2025, indicating its growing importance [10] Challenges - The company faces technical challenges in achieving high adaptability and self-awareness in its robotic systems, which require deep industry expertise [12] - There is a lack of clear market consensus on the valuation of industrial embodied intelligence robots, complicating the company's positioning in the capital market [12] - The company has experienced significant cash flow pressure, with negative operating cash flows from 2022 to 2024, although the deficit has narrowed in the first half of the current year [12]

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Core Insights - Augury leverages AI technology to monitor machine health in real-time, predicting issues before they occur, which minimizes downtime, extends equipment lifespan, and optimizes operational efficiency [3][5][19] - The company recently raised $75 million in Series F funding, with total expected funding reaching $100 million, highlighting strong investor confidence and a valuation exceeding $1 billion [5][13] - The demand for predictive maintenance technology is surging, with the global market projected to grow from $4 billion in 2020 to $18.6 billion by 2027, reflecting a compound annual growth rate (CAGR) of over 26% [16] Company Overview - Augury was founded in 2011 by Saar Yoskovitz and Gal Shaul, who combined their expertise in machine learning and sound analysis to create a software capable of diagnosing machine faults based on noise [9][10] - The company’s flagship product, Auguscope, is a wireless handheld device that records ultrasonic vibrations and uploads data to the cloud for analysis [9][19] - Augury's technology has been successfully implemented across various industries, including food, pharmaceuticals, and energy, with notable clients like Hershey and Shell [10][17] Financial Performance - Since the last funding round, Augury's revenue has increased fivefold, and the number of Fortune 500 manufacturing clients has tripled [17] - The platform has analyzed over 500 million hours of machine data, generating approximately $1 billion in value for clients across 40 countries [17][18] Market Trends - The increasing risk of supply chain disruptions has heightened the demand for predictive maintenance technologies, as companies seek to reduce unexpected costs and improve operational efficiency [16][19] - Augury's predictive maintenance system has demonstrated a 99.9% fault detection accuracy and a return on investment (ROI) of 5 to 20 times when scaled [17][19] Technology and Innovation - Augury's technology integrates wireless sensors and AI algorithms to monitor machine performance by analyzing vibrations, sounds, temperatures, and magnetic data [19] - The company aims to address the talent shortage in the industrial sector by enhancing the skills of existing employees and attracting new talent through digital solutions [18][19]