中新网上海11月24日电 (记者郑莹莹姜煜)热闹的机器人行业，正在召唤什么样的供应商伙伴？近日在上 海举办的海智在线第十届全球采购供应链千人会上，上下游业内人士各抒己见。 关键词：速度与质量 业内人士指出，今年机器人赛道尤为红火，大量的企业涌现在这一赛道中，但其背后对供应商能力的要 求也在不断提高。首先是速度，具身智能企业对供应商的响应服务要求非常高。 "这些具身智能企业的研发速度非常快，几乎每个月都会推出一些新项目。这些具身智能企业需要零部 件工厂不仅具备相应能力，还能够赶得上整个研发的速度。"上海海智在线网络科技有限公司联合创始 人兼副总裁徐香说。 人形机器人(上海)有限公司采购总监杨少平则表示，市场上有很多供应商可以选择，但要找到优质、高 可靠性、能和研发进度对齐的供应商，整体来说还有一定难度。 "当我们关注具身智能产品的升级迭代时，我们发现不仅需要运动控制的合作伙伴，还需要视觉、大语 言模型的合作者，以及很多新领域的伙伴。"她说。 魔法原子机器人科技(无锡)有限公司供应链总监殷程香认为，机器人赛道目前处于蓝海阶段，未来有很 大的发展空间，技术在更新迭代，可落地的应用场景一直在不断拓展中，整体需要一个过 ...

Group 1 - The establishment of the first provincial quality inspection center for embodied intelligence products in China, located in Liaoning, marks a significant development in the integration of artificial intelligence into physical entities like robots, enhancing their ability to perceive, learn, and interact with the environment [1] - The center will focus on various aspects of the embodied intelligence industry chain, including basic components, software development, and key products, aiming to create a scientific and systematic inspection and testing system [1] - The center is expected to fill a gap in domestic inspection and testing capabilities and seize competitive advantages in future industries [1] Group 2 - The new energy storage product quality inspection center in Liaoning is the first of its kind in Northern China, focusing on addressing bottlenecks in the new energy industry chain [2] - This center will emphasize high safety, long lifespan, and high efficiency in energy storage, particularly in the fields of electrochemical and hydrogen storage [2] - The center aims to provide a comprehensive inspection and testing service model that integrates detection certification, standard formulation, and industry incubation to support the high-quality development of the new energy sector [2] Group 3 - The low-altitude economic product quality inspection center in Liaoning is the first provincial center in Northeast China, focusing on inspection, technical breakthroughs, standard formulation, and quality enhancement [2] - This center will align closely with industry development directions and actual enterprise needs, promoting the integration of inspection technology with low-altitude economic applications [2] - The goal is to drive the standardization, normalization, and intelligent development of the low-altitude economy industry [2]

Core Insights - The establishment of the Science and Technology Innovation Financial Reform Pilot Zone in Nanjing aims to create a demonstration area for financial cooperation, innovation in products and services, and deep integration of industry and city [1] Group 1: Financial Innovations and Support - Nanjing Fangshenghe Pharmaceutical Technology Co., Ltd. has successfully utilized the "Technology Project R&D Expense Loss Insurance," which is the first of its kind in the country, to mitigate R&D risks [2][3] - The company received nearly one million yuan in compensation from the insurance, which helped offset R&D costs [3] - The Industrial and Commercial Bank of China (ICBC) Nanjing Branch developed a new credit rating model for technology companies, allowing Fangshenghe to secure an 85.14 million yuan loan, marking the first loan issued under this new model [4] Group 2: Policy and Regulatory Support - The financial regulatory authority announced a pilot program to relax merger loan policies for technology companies, including Nanjing as one of the pilot cities [5] - The Jiangsu Provincial Government has outlined a clear roadmap for the reform of the Science and Technology Innovation Financial Reform Pilot Zone, with 20 key tasks identified [6] - A quarterly dynamic evaluation mechanism has been established to assess the effectiveness of financial institutions in serving technological innovation [6] Group 3: Investment Trends and Market Dynamics - The robotics industry in Nanjing is emerging as a significant investment hotspot, with companies like Estun Robotics making strides in the field [8][10] - The Jiangsu Nanjing Soft Information Service Industry Special Fund invested 30 million yuan in Estun Cool Technology, which is part of a larger financing goal of 130 million yuan [8][9] - The investment in Estun Cool Technology is the first direct investment project from the provincial strategic emerging industry fund [8] Group 4: Collaborative Financial Models - The "loan + external direct investment" model has been emphasized in Nanjing, allowing banks and investment institutions to collaborate effectively [10] - The establishment of a "see investment, then lend" mechanism has helped banks overcome their hesitance in financing high-tech enterprises [10] - The Jiangsu Provincial Financial Office is exploring a "patent commercialization + equity" model to facilitate the transformation of patent achievements into financial products [11] Group 5: Growth Metrics and Achievements - As of September 2025, the total loan balance for technology enterprises in Nanjing reached 450 billion yuan, a year-on-year increase of 38% [15] - Since the establishment of the pilot zone, 17 new domestic and foreign listed companies have emerged, including five on the Sci-Tech Innovation Board [15] - The total direct financing from newly issued technology innovation bonds exceeded 54 billion yuan [15]

Core Viewpoint - The company has launched multiple embodied intelligent products this year, including biped humanoid robots, and plans to gradually advance new products for mass application in downstream markets based on the maturity of robot technology and market demand [1] Group 1 - The company has released several new intelligent products in 2023 [1] - Future product planning will consider both technology maturity and market demand [1] - The company aims to promote the mass application of new products in downstream markets [1]

Core Insights - The 2025 World Internet Conference in Wuzhen, Zhejiang, focuses on building an open, cooperative, and secure digital future, emphasizing artificial intelligence, data governance, and digital inclusivity [1][2][3] - This year marks the 10th anniversary of the concept of a community with a shared future in cyberspace, highlighting the significance of the conference [1] Group 1: Event Highlights - The conference features the "Internet Light" Expo with themes like "AI Symbiosis, Smart Future," showcasing cutting-edge technologies and hosting various AI-related competitions [2] - The event includes the establishment of new committees, such as the e-commerce and cultural heritage digitization committee, aimed at enhancing online cultural exchange [2] Group 2: Technological Focus - The conference showcases advancements in brain-like computing, embodied intelligence, 6G, big data, and high-performance chips, reflecting the pursuit of a better life through technology [3] - Discussions on data governance and digital inclusivity are central to the conference, indicating a broader societal focus beyond just technological advancements [3]

Core Viewpoint - The second ZGC Embodied Intelligence Robot Application Competition has successfully concluded its preliminary round, showcasing the integration of embodied intelligence technology from laboratory to application, with over 150 teams participating across three main competition tracks [1][5]. Group 1: Competition Overview - The competition took place from November 1 to November 5, 2023, across two major industrial parks in Zhongguancun, focusing on embodied intelligence technology [1][5]. - The event featured three main tracks: Embodied Intelligence Model Capability Challenge, Embodied Intelligence Scene Application Competition, and Embodied Intelligence Academic Frontiers and Industrial Ecology [1][5]. Group 2: Model Capability Challenge - The Embodied Intelligence Model Capability Challenge, organized by the Beijing Zhiyuan Artificial Intelligence Research Institute, aimed to enhance the capabilities of both "large brain" and "small brain" models [3]. - A total of 20 teams advanced to the finals in the "large brain" category, while 10 teams progressed in the "small brain" category, including top universities such as Peking University and Tsinghua University [3]. Group 3: Scene Application and Academic Frontiers - The Scene Application Competition focused on high-risk and complex scenarios, including autonomous service, industrial manufacturing, and safety disposal, while the Academic Frontiers track emphasized practical innovations in daily life and industrial production [5][9]. - The competition utilized a unified evaluation format combining PPT presentations and live demonstrations, judged by experts from universities and investment institutions [7]. Group 4: Industrial Parks and Ecosystem - The Zhongguancun (Haidian) International Robot Industrial Park aims for a "trillion-level sci-tech innovation market," providing approximately 1 million square meters of space and technical support for high-difficulty competitions [9]. - The Zhongguancun (Haidian) Embodied Intelligence Innovation Industrial Park, the first of its kind in the country, spans about 250,000 square meters and focuses on seamless integration of technology display and industrial connection [9]. Group 5: Future Prospects - The finals will take place on November 17-18, 2023, with a prize pool of 2 million yuan and additional support for winning teams, including fund matching and talent services [10]. - The competition is expected to accelerate the transition of embodied intelligence technology from research to practical application, contributing to the development of a leading tech park in Haidian District and establishing Beijing as a global hub for embodied intelligence industry [10].

Core Insights - The 138th Canton Fair is currently being held in Guangzhou, attracting global buyers and exhibitors, indicating a strong "foreign trade sentiment" [1] - There is a notable increase in foreign participation, with nearly 240,000 overseas buyers from 223 countries and regions, representing a 6.8% growth compared to the previous session [1] - The fair showcases a continuous display of "innovation vitality," with significant proportions of new products, green low-carbon products, and independently owned intellectual property products [1] Group 1 - The number of overseas business organizations participating has increased by 9.3%, with 140 organizations attending [1] - The structure of exhibited products is being optimized, with new products, green low-carbon products, and products with independent intellectual property rights accounting for 22.1%, 25.9%, and 25.1% respectively [1] - Over 8,200 high-tech, specialized, and champion enterprises are participating, highlighting advancements in smart technology, sixth-generation communication, and green home products [1] Group 2 - The fair has organized 472 new product launches, 6 "Trade Bridge" supply and procurement matching events, and 2 phases of foreign trade quality products for domestic sales activities [1] - These initiatives aim to create new scenarios for "first-release economy" and "integration of domestic and foreign trade," assisting enterprises in accurately expanding their markets [1]

Core Viewpoint - The Ministry of Commerce of China emphasizes the importance of expanding imports and sharing market opportunities with the world, following the recent Fourth Plenary Session of the 20th Central Committee of the Communist Party of China [3][4]. Group 1: Import Growth and Trade Data - In Q3 2025, China's foreign trade imports showed significant growth, with agricultural product imports reaching $57.1 billion, a year-on-year increase of 2.6%. Imports of electromechanical products and high-tech products grew by 5% and 8.6%, respectively [3]. - Imports from African countries increased by 10.8% due to the implementation of a zero-tariff policy on 100% of product categories for 53 African countries [3]. Group 2: Future Initiatives for Import Expansion - The Ministry plans to innovate and host themed activities, including the "Shared Market, Export to China" series, to enhance import efforts [4]. - Policies will be developed to improve the convenience of import trade, optimize the structure of imported goods, and promote a balanced development of imports and exports [4]. - International cooperation will be deepened by signing trade agreements with more economies and implementing high-quality trade agreements, such as the Regional Comprehensive Economic Partnership [4]. Group 3: Results from the 138th Canton Fair - The 138th Canton Fair has attracted nearly 240,000 overseas buyers from 223 countries and regions, marking a 6.8% increase compared to the previous session [5]. - The fair showcased over 8,200 high-tech and specialized enterprises, with a focus on innovative and green products, which accounted for 22.1%, 25.9%, and 25.1% of the exhibits [5]. - Services at the fair included a 50% reduction in booth fees for export exhibitors and the introduction of new features like tax refund points and AI-assisted services, receiving positive feedback [5]. Group 4: US-China Economic Cooperation - The recent US-China economic consultations in Kuala Lumpur yielded positive results, indicating a commitment to resolving trade issues through dialogue and cooperation [6]. - The consultations addressed various topics, including agricultural trade and export controls, highlighting the importance of mutual respect and reciprocity in economic relations [6].

Core Insights - China's foreign trade imports showed significant growth in Q3 2025, with agricultural imports reaching $57.1 billion, a year-on-year increase of 2.6% [2] - The 20th Central Committee emphasized the importance of open cooperation and mutual benefit, signaling China's commitment to expanding imports and sharing market opportunities with the world [2] Group 1: Import Growth and Trends - In Q3 2025, imports of electromechanical products and high-tech products grew by 5% and 8.6% respectively, indicating a diversification in import sources and alignment with domestic demand [2] - Imports from African countries increased by 10.8% due to the implementation of a 100% zero-tariff policy on products from 53 African nations [2] Group 2: Policy Initiatives for Import Expansion - The Ministry of Commerce plans to innovate and host themed activities, including the "Shared Market, Export to China" series, to enhance import activities [3] - New policies will be introduced to improve the convenience of import trade and optimize the structure of imported goods and sources [3] - International cooperation will be deepened through trade agreements and the implementation of existing economic partnerships to enhance global trade dynamics [3] Group 3: Achievements of the 138th Canton Fair - The 138th Canton Fair attracted nearly 240,000 overseas buyers from 223 countries, marking a 6.8% increase from the previous session [5] - The fair showcased over 8,200 high-tech and specialized enterprises, with a focus on innovative products such as smart technology and green home goods [5] - Services at the fair were enhanced, including a 50% reduction in booth fees for export exhibitors and the introduction of new features like AI-assisted services [5] Group 4: US-China Economic Cooperation - Recent US-China economic negotiations yielded positive outcomes, focusing on agricultural trade and export controls, indicating a potential for increased cooperation [6] - The discussions highlighted a commitment to mutual respect and benefit, aiming to stabilize and enhance economic relations between the two countries [6]

Summary of Key Points from Conference Call Industry Overview - **Transportation Industry**: China is building a modern high-quality comprehensive transportation network, aiming for a "national 123 travel circle" and "national global 123 fast cargo logistics circle" by 2035. The transportation power index has reached the fifth globally, with significant infrastructure progress, including the largest high-speed rail and highway networks in the world [1][4]. - **Chemical Industry**: The demand in the chemical industry is expected to continue expanding, with a potential alleviation of intense competition. Strategic emerging industries like new materials are anticipated to develop rapidly. As of October 28, 2025, the chemical sector's price-to-earnings (PE) ratio is at a historically high level, while the oil and petrochemical sector's PE ratio is at a low level, suggesting a focus on leading companies and new materials firms [1][10][11]. - **Nuclear Fusion Technology**: Due to technological advancements and increased energy competition, controlled nuclear fusion technology is gaining attention. Domestic projects are progressing, with significant investments planned for the Shanghai ITER project, expected to start construction in 2027 [1][13][14]. Core Insights and Arguments - **Transportation Goals**: The "15th Five-Year Plan" emphasizes accelerating the construction of a transportation power, with specific goals for urban commuting and logistics efficiency. The plan includes enhancing connectivity with Southeast Asia and countries along the Belt and Road Initiative [2][5]. - **Green and Smart Transportation**: Future initiatives will focus on green transportation, increasing the electrification of railways and airports, and promoting the use of electric heavy trucks and hydrogen fuel. Smart transportation technologies, including AI applications for autonomous driving, are also highlighted as key development areas [6][7]. - **Chemical Industry Outlook**: The chemical industry is projected to experience high-quality growth driven by increasing domestic demand and a shift towards strategic emerging industries. The focus will be on enhancing the self-sufficiency of key sectors like electronic chemicals and specialty materials [10][12]. - **Investment Recommendations**: The chemical sector's investment recommendations include focusing on leading companies benefiting from policy support and demand recovery, as well as sectors like semiconductor materials and new energy materials [12]. Additional Important Content - **Technological Innovation**: The plan emphasizes the importance of technological self-reliance and innovation, particularly in the semiconductor and electronic sectors. Emerging fields such as quantum technology and brain-computer interfaces are identified as future growth areas [20][23]. - **Market Dynamics**: The electronic technology sector is experiencing significant performance improvements, driven by global tech trends and supportive domestic policies. The current market is characterized by a convergence of fundamental and narrative factors, suggesting a robust growth outlook [22]. - **New Energy Storage**: The energy storage industry is expected to grow rapidly in the next five years, driven by the increasing share of renewable energy sources like wind and solar power [16][17]. - **Policy Impact on Emerging Technologies**: Government policies are crucial in fostering the development of emerging technologies, particularly in quantum computing and brain-computer interfaces, which are in their early stages but have vast market potential [25]. This summary encapsulates the key points discussed in the conference call, providing insights into the transportation and chemical industries, technological advancements, and investment opportunities.