Key Events - Trump announced that the U.S. will impose approximately 100% tariffs on chips and semiconductors [7] - WSTS reported that the global semiconductor market size is expected to grow by 18.9% year-on-year in the first half of 2025, reaching $346 billion [10] - SMIC's Zhao Haijun stated that the capacity shortage will last at least until October this year [7][14] - Samsung is reportedly extending its DDR4 production plan until December 2026 [7][18] - SK Hynix has significantly raised the pricing for HBM4 [7][19] Industry Trends - The Chinese government is pushing for breakthroughs in key brain-machine interface chips, focusing on high-speed, low-power signal processing [9] - Shanghai is accelerating the development of specialized chips for embodied intelligence [9] - The global semiconductor sales in Q2 2025 are projected to reach $179.7 billion, with a year-on-year growth of nearly 20% [11] Company Updates - SMIC reported Q2 revenue of $2.21 billion, a 16% year-on-year increase, with a capacity utilization rate of 92.5% [13][14] - Hua Hong Semiconductor achieved a Q2 revenue of $566 million, with a gross margin of 10.9% [13] - Samsung is investing in a new 1c DRAM production line, aiming for a monthly capacity of 150,000 to 200,000 wafers by mid-next year [15] Market Dynamics - The average trading price of PC DRAM products has increased for four consecutive months, with July's price reaching $3.90, a 50% month-on-month increase [19] - The advanced IC substrate market is expected to reach $31 billion by 2030, driven by AI and other emerging applications [11] Technological Advancements - Zhejiang University announced a breakthrough in neuromorphic computing with the launch of a new generation of brain-like computers, supporting over 2 billion neurons [21]

Core Insights - Shanghai aims to achieve breakthroughs in core algorithms and technologies related to embodied intelligence, targeting at least 20 breakthroughs by 2027, with an industry scale exceeding 50 billion yuan [1][3] - The plan emphasizes the integration of artificial intelligence with physical entities, enhancing their ability to perceive, learn, and interact dynamically with the environment [2][3] Policy Direction - The strategy focuses on a comprehensive approach to overcome key technologies, supporting critical areas such as perception decision-making, motion control, and operating systems with financial backing of up to 50 million yuan [3][4] - The initiative encourages collaboration between local robotics companies and foundational model enterprises to accelerate advancements in motion control models [3] Infrastructure Development - The establishment of five public service platforms is outlined to support the development of the embodied intelligence industry, providing resources such as computing power, training facilities, and investment support [5][6] - The plan includes financial incentives for companies that utilize these platforms, with potential support of up to 4 million yuan per year for computing power [5] Innovation and Market Application - The strategy aims to foster an innovative industrial chain by promoting the development of specialized chips and core components for embodied intelligence applications [8] - The plan identifies five key sectors—logistics, industrial manufacturing, commercial retail, healthcare, and domestic services—for targeted resource allocation and application demonstration [9]

《方案》还提出，招引和培育一批优质企业、产业生态主导型企业，对销售或租赁具身智能机器人的企 业，根据合同额按规定给予最高5%且不超过500万元的奖励。深化与央企国企战略合作，推动一批区域 总部、功能总部落户，支持行业优质企业、科技和互联网大型企业等在沪设立具身智能实体公司。 《方案》提出，优化市级智能算力公共服务平台和市级智能算力资源统筹调度平台，统筹上海市现有智 算资源，加强算力资源调度与管理，对达到一定算力租用规模的具身智能企业给予最高4000万元／年的 算力券支持。 《方案》提出，强化市级人工智能先导产业母基金战略牵引作用，推动优质企业设立企业风险投资基金 （CVC）、产业生态基金，健全"早期培育+早期投资"机制，精准支持具身智能领域相关企业。探索算 力和语料作价入股等模式，支持发展面向具身智能的新型金融工具，提升中小企业融资可及性。 《方案》提出，发挥上海自主智算芯片、本体机器人与大模型企业集聚优势，加快具身智能专用芯片、 核心主板等核心零部件研制，增强软硬协同适配能力，开发匹配具身机器人本体需求的关键配套产品。 推动关节模组、智能传感器、视觉相机等高价值零部件企业研发生产基地在沪落地。 新华财经北京 ...