转自：国际商报 ■ 本报记者 白舒婕 金秋焕彩，相约穗城。10月15日，第138届广交会拉开帷幕，这场贸易盛会以7.46万个展位、超3.2万家 参展企业的规模创下历史新高。万商云集，人流如织，在全球贸易不确定性增加与关税壁垒高筑的背景 下，本届广交会以独特魅力和非凡引力成为万众期待的亮眼一隅。 就在本届广交会开幕前夕，中国外贸前三季度成绩单出炉，交出一份出口增速超7％、连续8个季度保持 增长的亮眼答卷。中国外贸的韧性与活力，从本届广交会中可以窥见一斑。本届广交会第一期以"先进 制造"为主题，汇聚一大批代表新质生产力的先锋企业，各交易团参展企业质量过硬、品牌更多，科技 含新量也更高。他们以全方位的"向新而行"，生动展现了"中国制造"向"中国智造"迈进的坚定步伐，为 全球贸易注入更多确定性。 精锐尽出 龙头企业竞逐"智"高点 "中国制造"迈向"中国智造"的进度条拉到哪了？不妨来广交会上找答案。据悉，本届广交会拥有高新技 术、专精特新、单项冠军等称号的优质企业首次突破1万家，创历史新高，占出口展企业总数的34％。 现场将集中展示超100万件新产品、近110万件自主知识产权产品。 广州交易团的企业底气十足，携更多突破 ...

据悉，本届广交会现场设18个智慧类专区，展出智能类产品35.3万件。从展区题材看，本届广交会首设 智慧医疗专区，吸引手术机器人、智能监测及可穿戴设备等47家企业参加，能更好地展现我国医疗领域 先进产品和技术。本届广交会继续设服务机器人专区，引入46家行业领先企业，展出具身机器人、机器 狗等，培育外贸发展新亮点。 多项"首次"集中亮相 10月15日，第138届中国进出口商品交易会（以下简称"广交会"）在广州开幕。据了解，本届广交会展 览面积达155万平方米，展位总数7.46万个，参展企业超3.2万家，均创历史新高，其中有约3600家企业 为首次亮相。 商务部对外贸易司司长王志华在第138届广交会专题新闻发布会上介绍，本届广交会拥有高新技术、专 精特新、单项冠军等称号的优质企业首次突破1万家，创历史新高，占出口展企业总数的34%。 在本届广交会上，多项"首次"集中亮相，从首次增设智慧医疗专区，到首次举办外贸优品拓内销对接活 动，再到首次设立离境退税服务专区、首次AI辅助审图、首次实现App办证……一连串的"首次"集中亮 相，不仅体现了广交会服务升级，更是中国外贸"向新""向智""向绿"发展的具体展示。 10月15 ...

Core Insights - The 2025 36Kr Industry Future Conference in Xiamen, China, focuses on key sectors such as artificial intelligence, low-altitude economy, advanced manufacturing, new energy, and consumer goods, aiming to discuss development paths and industry futures [1] - The conference emphasizes the collaboration between government, capital, and industry to address pain points and bottlenecks in industrial development [1] Investment Trends - In the first half of 2023, China's total financing in AI and embodied intelligence reached approximately $6 billion, while the U.S. exceeded $100 billion, indicating a significant gap in investment levels [4] - Despite the current hype around embodied intelligence, the market's future expectations are rising due to technological maturity and cost reductions, suggesting a potential trillion-dollar market in China [5] Company Insights - Light Source Capital has invested in several prominent projects in the embodied intelligence sector, emphasizing the importance of team capabilities and market fit in early-stage investments [6][7] - Magic Atom, founded in January 2024, has developed a range of robots and is focusing on industrial applications, particularly in the home appliance manufacturing sector [10][11] Commercialization Strategies - The industry consensus is that 2023 marks the beginning of commercialization for embodied intelligence, driven by decreasing costs of core components and technological maturity [12] - Companies are advised to focus on real-world applications and ensure their products meet specific market needs to achieve successful commercialization [13][14] Future Outlook - The next few years may see a significant differentiation in the embodied intelligence sector, with a focus on the integration of technology, industry, and capital [19] - The industry faces challenges in data and model breakthroughs, as well as the need for a collaborative ecosystem involving upstream, midstream, and downstream participants [27]

Group 1 - The Wu Zhong District in Suzhou has established a comprehensive policy system to support and cultivate the robotics industry, with over 1,100 related enterprises and an industry scale exceeding 160 billion yuan [1][2] - The Harbin Institute of Technology Suzhou Research Institute, established in 2023, has launched several representative robotic products and has collaborated with over 600 industry enterprises, resulting in nearly 400 technology transfer projects [1][2] - The Wu Zhong District has implemented three rounds of action plans since 2018, focusing on high-end talent, technological innovation, and financial services to create a robust support system for the robotics industry [2] Group 2 - The Wu Zhong District has formed a complete industrial chain covering key components, manufacturing, intelligent equipment, system integration, and end applications, with 45 complete robot manufacturing enterprises producing over 700 models [2][3] - The company Weichuang Electric has been innovating in the field of intelligent robots and has developed several core products, including rotating joint modules and hollow cup motor modules [2] - The startup Magic Atom, established last year, focuses on the research and production of general humanoid robots, with over 80% of its workforce dedicated to R&D [3] Group 3 - The Ecovacs Group, a well-established player in the smart home sector, reported a revenue of 3.858 billion yuan in Q1, a year-on-year increase of 11.06%, with a net profit of 475 million yuan, up 59.43% [3] - The company Huichuan Technology has expanded its production bases in Thailand and Vietnam and aims for overseas revenue to exceed 20% by 2030 [3] - The Suzhou Green Harmonic Drive Technology Co., Ltd. achieved a revenue of 100 million yuan in Q1, with a year-on-year growth of nearly 20% and a 50% increase in reducer product shipments [4] Group 4 - The Wu Zhong District aims to increase the robotics and artificial intelligence industry scale to over 220 billion yuan by 2026 [5]

Core Viewpoint - The article highlights the emergence of "Tech Dragon Pearls" in the Greater Bay Area, focusing on companies with technological advantages and commercialization potential in fields such as low-altitude economy, AI large models, embodied intelligence, and intelligent driving, which are expected to challenge the monopoly of international tech giants and lead to a revaluation of Chinese tech assets [1]. Group 1: Company Summaries - DJI Innovation specializes in the production and sales of drones and handheld photography equipment, holding nearly 80% market share in the global consumer drone market, and offers advanced intelligent driving solutions through its subsidiary [2]. - Self-Variable Robotics focuses on the development of "general embodied large models" and has successfully developed the world's largest parameter scale embodied intelligent general operation model, WALL-A, by October 2024 [2]. - Zhijidongli is dedicated to creating full-size general humanoid robots and has developed innovative products, including bipedal robots, and has implemented a video generation large model for embodied operation algorithms [2]. - Yuanxiang is a leading AI and 3D technology service company that has developed and open-sourced a series of high-performance large models, providing a one-stop platform for 3D content creation and consumption [2]. - Simou Technology utilizes deep learning and machine vision as key technology engines, developing a comprehensive ecosystem of smart manufacturing software and hardware products, including industrial multimodal large models and AI-AOI visual inspection equipment [3]. - Superparameter Technology leverages cutting-edge AI technology to enhance the autonomy and interactivity of Game Agents, becoming the first company globally to achieve large-scale commercialization in the Game Agent field [3]. - Yuanrong Qixing offers leading intelligent driving solutions, with nearly 40,000 units sold by March 2025, and aims to develop RoadAGI in the long term [3]. - Hege Technology provides advanced 3D printing application solutions, integrating a complete process from intelligent data collection to 3D printing materials and post-processing [3].