连续三年现场报道GITEX GLOBAL，我们见证了AI如何从一个无处不在的想象，演变为一个个具体的 商业解决方案。在迪拜，政府、巨头与创业者正在共同探索技术落地的下一个十年。 文｜常薇倩 编辑｜Max 来源｜36氪出海（ID：wow36krchuhai） 10月的迪拜，热浪依旧。第45届GITEX GLOBAL展会如期而至。 2023年的GITEX GLOBAL，AI还是展馆中无所不在的想象；2024年，AI是吸引中国企业蜂拥而至的热 潮。而步入2025年，当观众再次穿行于迪拜世界贸易中心的展馆时，能清晰地感知到，AI已经从一个 话题，转变为驱动商业运转的底层逻辑。 关于AI的谈论，变得尤为具体。阿联酋经济部长在开幕演讲中透露，政府正在为AI的落地修订法规； G42启动了一个覆盖"从7岁到70岁"的全民AI教育计划。这种具体也体现在了中国参展企业的构成上 ——曾经以消费电子、IoT配件为主的面孔，如今被更多像云深处科技、银河通用这样的机器人公司和 AI大模型企业所充实。 今年是36氪出海作为GITEX GLOBAL官方合作媒体参会的第三年，我们将带各位再次穿过喧嚣的展 台，深入这场全球科技盛会的内核。 阿联 ...

10月的迪拜，热浪依旧。第45届 GITEX GLOBAL 展会如期而至。 2023年的 GITEX GLOBAL，AI 还是展馆中无所不在的想象；2024年，AI 是吸引中国企业蜂拥而至的热潮。而步入2025年，当观众再次穿行于迪拜世界贸 易中心的展馆时，能清晰地感知到，AI 已经从一个话题，转变为驱动商业运转的底层逻辑。 关于 AI 的谈论，变得尤为具体。阿联酋经济部长在开幕演讲中透露，政府正在为 AI 的落地修订法规；G42 启动了一个覆盖"从7岁到70岁"的全民 AI 教育 计划。这种具体也体现在了中国参展企业的构成上——曾经以消费电子、IoT 配件为主的面孔，如今被更多像云深处科技、银河通用这样的机器人公司和 AI 大模型企业所充实。 今年是36氪出海作为 GITEX GLOBAL 官方合作媒体参会的第三年，我们将带各位再次穿过喧嚣的展台，深入这场全球科技盛会的内核。 阿联酋的务实行动 今年的 GITEX GLOBAL 呈现出一个清晰的趋势：AI 更深度地融入了顶层设计与产业决策中。从全球范围来看，各国对 AI 的态度正从被动适应转向主动参 与，而迪拜，是这场全球协作与竞争的主舞台之一。 这股力量的 ...

Market Overview - On September 17, the market showed a strong upward trend, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component Index by 1.16%, and the ChiNext Index by 1.95%[2] - The total trading volume reached 2.4 trillion, a slight increase of approximately 30 billion compared to the previous trading day[1] Sector Performance - More than half of the sectors experienced gains, with notable increases in power equipment, automotive, home appliances, coal, and machinery[1] - The main sectors attracting capital include computing power, semiconductors, robotics, and new energy, indicating a high level of market activity[1] Capital Flow - On September 17, net inflows into the Shanghai Stock Exchange amounted to 27.539 billion, while the Shenzhen Stock Exchange saw net inflows of 24.762 billion[3] - The top three sectors for capital inflow were automotive parts, batteries, and power grid equipment, while the sectors with the highest outflows were components, chemical pharmaceuticals, and liquor[3] Policy and Regulatory Developments - The State-owned Assets Supervision and Administration Commission announced plans to promote strategic restructuring of state-owned enterprises to enhance core competitiveness and operational efficiency[4] - Hong Kong's Chief Executive proposed exploring a reduction in the stock settlement cycle to T+1 to attract more overseas companies for secondary listings[5] Industry Dynamics - The Ministry of Industry and Information Technology is focusing on 116 key directions for product and process innovation, including high-performance integrated electric joint modules and precision transmission technologies[7][8] - The 2025 World Energy Storage Conference reported a total planned investment of 24.58 billion in 18 signed projects, covering new batteries, storage systems, and zero-carbon parks[9] Fundraising Activity - In September, 122 new funds were launched, representing a 45.24% increase compared to August, with a notable improvement in fundraising efficiency[11][12] - Foreign institutions have conducted nearly 1,800 research visits to A-share companies since the second half of the year, indicating sustained interest in Chinese assets[13]

近日，国务院出台了《关于深入实施"人工智能+"行动的意见》（以下简称《意见》），明确了系统推 进"人工智能+"的总体要求，系统布局"人工智能+"六大重点行动和八大基础支撑能力，为我国人工智能 与经济社会深度融合指明实施路径。 《意见》的发布，标志着我国人工智能发展进入体系化推进、深层次融合的新阶段，有助于将我国的产 业规模、数据资源、应用场景等优势全面转化为国家智能优势。实施过程中，需坚持以系统化创新为核 心，通过科技、产业与机制三重创新协同，重点突破产业大模型、科学大模型、低空经济、具身智能等 前沿领域，构建"技术—产业—社会"良性发展的创新生态。 强化科学大模型创新 加速科研范式变革 《意见》将"人工智能+科学技术"摆在首位，体现了国家对人工智能发展规律的深刻把握：只有夯实科 学基础，才能把握住技术突破、产业升级和全球竞争中的主动权。 科学大模型是人工智能与基础科学交叉融合的重要体现。其在蛋白质结构预测、天体物理模拟、新材料 发现等领域已展现出颠覆性潜力。通过构建面向科学推理与发现的大模型架构，可显著加速科学研究从 假设提出到实验验证的全过程，甚至重构某些基础学科的研发范式。 建议优先支持面向重大科学问题 ...

温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 " 机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微 信：li_sir_2020）； —— 正文： 成立1个月， 智源研究院孵化的具身智能大模型创企[ 星源智机器人 ]完成2亿元首轮融资！ 近日，具身智能大模型（机器人通用大脑）创企【 北京星源智机器人科技有限公司 】（以下简称" 星源智机器人 "） 宣布 完成 2亿元 天使轮融资 ，投资方包括中科创星、高瓴、元禾原点、元生创投、慕华科创、力合资本、 华金资本 等知名机构和 智元机器人、芯联资本、国汽投资、中力实桥、长飞基金、灵初智能等产业投资方。 在具身智能大火的今天，带资下场创业已屡见不鲜，但如此多机构参与实属罕见，可见资本青睐；最值得注意的该公司成立之初股东栏就有[智元 机器人]和其生态伙伴[灵初智能]，大概率是 智元"A计划" 孵化50+个早期项目之一，这可能也是 高瓴参与首轮融资原因。 （注：智元 与高瓴资本已成立具身智能产业基金 ） | 序号 | 股东名称 | 持 ...

Core Viewpoint - The article highlights the rapid advancements in the robotics industry in Guangdong, particularly in Foshan, showcasing innovative products and technologies that are transforming manufacturing and agriculture through the integration of artificial intelligence and robotics [1][2][3]. Industry Overview - Guangdong produces one out of every four industrial robots in China, indicating its significant role in the national robotics landscape [2]. - Foshan's industrial robot output is projected to account for 7% of the national total in 2024, reflecting a year-on-year growth of 43.5%, positioning it firmly within the top tier of domestic production [3][10]. Technological Innovations - A range of new robotic products was unveiled, including intelligent welding robots, collaborative robots with high precision, and agricultural robots capable of autonomous navigation and task execution [4][5][7]. - The "iico易可" collaborative robot from KUKA features a positioning accuracy of ±0.03 mm, suitable for high-precision industrial applications [5]. - The "machine cow" from Ruobo Robotics utilizes multi-modal sensor fusion for real-time terrain analysis and autonomous navigation, addressing challenges in mountainous agricultural areas [7]. Ecosystem Development - The robotics industry in Guangdong is supported by a robust ecosystem that includes collaboration between research institutions, technology companies, and local government initiatives [3][9]. - Foshan is focusing on integrating artificial intelligence with traditional manufacturing sectors, aiming to create a comprehensive robotics industry chain [9][10]. Policy Support - The local government has introduced various policies to support the robotics industry, including financial incentives for key technology projects and the establishment of an industrial alliance to foster collaboration among stakeholders [11][12]. - Foshan plans to invest at least 5 billion yuan in total funding for robotics initiatives, with annual financial support of 150 million yuan for key projects [11][12]. Future Outlook - The article emphasizes the need for continuous innovation and adaptation in the robotics sector to maintain competitive advantages in the face of rapid technological changes [11]. - Foshan aims to become a center for innovation and application in the robotics industry within the Greater Bay Area by 2027, targeting an overall output value of over 20 billion yuan [9].

Core Viewpoint - Guangdong's technology companies are rapidly advancing the integration of artificial intelligence and robotics, showcasing innovative products and technologies at the recent event in Foshan, highlighting the province's strength in the robotics industry [1][2][3]. Industry Overview - Foshan is emerging as a significant testing ground for the robotics revolution, with its industrial robot output expected to account for 7% of the national total in 2024, reflecting a year-on-year growth of 43.5% [2][9]. - The province has established a robust ecosystem around "artificial intelligence + robotics," with a collaborative approach among various cities like Guangzhou, Shenzhen, Foshan, and Dongguan [1][7]. Technological Innovations - A range of innovative products were unveiled, including the embodied intelligent model from Zhongke Zidong Taichu, KUKA's new collaborative robot, and Huashu's intelligent welding system, showcasing the technological depth of Foshan's robotics industry [3][4]. - KUKA's "iico" collaborative robot features a lightweight modular joint design with a repeat positioning accuracy of ±0.03 mm, suitable for precision-required industrial environments [4]. - The intelligent welding robot developed by Huashu utilizes 3D vision for automatic welding trajectory planning, enhancing efficiency and reducing defects [6]. Policy and Support - Foshan's government is implementing a series of supportive policies, including financial incentives for key technology projects, with an annual budget of 1.5 billion yuan allocated for these initiatives [10][11]. - The establishment of the Foshan Artificial Intelligence and Intelligent Robotics Industry Alliance aims to foster collaboration among over 80 member units, enhancing resource integration and innovation [11]. Future Goals - Foshan aims to achieve an output value of over 20 billion yuan in the intelligent robotics sector by 2027, focusing on integrating artificial intelligence with traditional manufacturing [8][10]. - The city is committed to advancing key technologies such as control systems, sensors, and lightweight materials, ensuring its competitive edge in the evolving robotics landscape [11].

Core Insights - The Guangdong Province held a significant event focused on the innovation of artificial intelligence and robotics, attracting nearly 300 representatives from various sectors [2] - Numerous companies showcased their latest products, including advanced collaborative robots and intelligent welding robots, highlighting the region's technological advancements [4][9] - The event emphasized the release of supportive policies aimed at accelerating the development of the intelligent robotics industry, with substantial financial backing and infrastructure support [6] Funding and Investment - The government of Foshan has committed to investing no less than 500 million yuan in key technology breakthroughs, particularly in critical components like controllers and drive systems [6] - A dedicated sub-fund of at least 3.5 billion yuan will be established to support the intelligent robotics sector, covering all stages of investment from seed to industrial phases [6] Industrial Development - Two intelligent robotics industrial parks and three AI incubation bases were inaugurated, aiming to create a robust industrial cluster [7] - The Guangdong Haichuang Dazhu Robot Manufacturing City and the China (Guangdong) Robot Integration Innovation Center were recognized as key industrial parks, collectively housing over 190 enterprises [7] Collaborative Ecosystem - The establishment of the Foshan Artificial Intelligence and Intelligent Robotics Industry Alliance, comprising over 80 member units, aims to foster collaboration among various stakeholders [8] - The alliance will focus on building a platform for industry chain collaboration and facilitating direct connections between policies and enterprises [8] Product Innovations - The event featured the launch of several innovative products, including a new generation of collaborative robots and advanced multi-dimensional force sensing products [4][9] - Notable advancements in robotics technology were presented, such as a new standard for integrated drive joints and breakthroughs in power line inspection robots [11]

Core Viewpoint - The humanoid robot sector is experiencing significant interest in the stock market, with the Wind humanoid robot index rising by 41.92% this year, but there are concerns regarding the commercial viability of humanoid robots due to limitations in their "brain" capabilities [1] Group 1: Current State of Humanoid Robots - Most humanoid robots have achieved a good level of development in their "small brain," enabling them to run and jump naturally, but the "brain" still requires further enhancement [3] - The current humanoid robots primarily provide entertainment and emotional value, with a low return on investment from a practical utility perspective [3] - The humanoid robot's "brain" is responsible for decision-making, while the "small brain" manages movement control and balance, indicating a division of responsibilities within the robot's architecture [3] Group 2: Limitations and Challenges - The intelligence level of leading domestic humanoid robot companies is currently at L2, meaning they can only perform preset commands in specific scenarios and lack autonomous decision-making capabilities [4] - The limited generalization ability of current robots restricts them to simple tasks, leading to failures in more complex scenarios, which can result in humorous malfunctions [4] - The industry consensus is that humanoid robots need a unified end-to-end model to advance to higher levels, with significant breakthroughs expected in the next 2-3 years [7] Group 3: Future Prospects - The development of humanoid robots is projected to require 5-10 years of real-world application and substantial financial investment to enhance their AI capabilities [6] - The Ministry of Industry and Information Technology has set goals for humanoid robot development, aiming for breakthroughs in key technologies by 2025 [7] - Major tech companies like Google, Tesla, and Microsoft are actively developing embodied AI models, indicating a competitive landscape for advancements in this field [7]

Core Viewpoint - The article announces the recruitment of researchers for embodied intelligent large models at Zhiyuan Research Institute, offering various employment formats including social recruitment, campus recruitment, and internships [1]. Group 1: Job Responsibilities - Responsible for research and development of embodied intelligent large models (VLA models or hierarchical architectures) [4]. - Design and optimize model architectures, handle data processing, training, and deployment on real machines [4]. - Conduct in-depth research on cutting-edge technologies in the field of embodied intelligence, track the latest developments in the large model industry, and explore the application of new technologies in this field [4]. Group 2: Job Requirements - Master's degree or above in relevant fields such as computer science, artificial intelligence, robotics, automation, or mathematics [4]. - Proficiency in Python with a solid foundation in deep learning, familiar with deep learning frameworks like TensorFlow and PyTorch [4]. - Research experience in the large model field with a deep understanding of mainstream visual and language large models, including experience in pre-training, fine-tuning, and deployment processes [4]. - Experience in robot control and familiarity with mainstream embodied model training and deployment is preferred [4]. - Excellent learning ability, English proficiency, hands-on skills, and good team communication and collaboration skills; publication of relevant papers in top conferences (RSS, ICRA, CVPR, CoRL, ICLR, NeurIPS, ACL, etc.) is preferred [4]. Group 3: Community and Resources - AutoRobo Knowledge Planet serves as a community for job seekers in autonomous driving, embodied intelligence, and robotics, currently with nearly 1,000 members from various companies [6]. - The community provides resources such as interview questions, industry reports, salary negotiation tips, and internal referrals [6][7]. - The platform also shares job openings in algorithms, development, and product roles, including campus recruitment, social recruitment, and internships [7]. Group 4: Industry Reports - The community compiles various industry reports to help members understand the current state, development trends, market opportunities, and the landscape of the embodied intelligence industry [15]. - Reports include topics such as the World Robotics Report, China's Embodied Intelligence Venture Capital Report, and the development of humanoid robots [16].