1月6日，新益昌（688383.SH）与国内轨道交通智能运维龙头唐源电气（300789）（300789.SZ）在新益 昌工业园联合举办"具身智能机器人战略合作发布暨具身智能联合研究院挂牌"活动，标志着双方从战略 共识迈入平台共建的实质阶段，为具身智能技术在关键领域的规模化落地注入核心动能。 当前，具身智能已成为人工智能产业高质量发展的核心引擎，政策层面更将其纳入"十五五"规划重点部 署，明确推动形成"技术深耕+商业落地"的产业生态。在此政策与产业双重驱动下，新益昌与唐源电气 的战略合作呈现鲜明的协同逻辑，新益昌将依托精密制造优势，助力具身智能技术从原型走向规模化应 用；唐源电气则开放轨道交通等场景资源，双方构建起优势互补格局。 此次合作的落地，不仅打通了具身智能"感知—决策—执行"全链路，加速双方在轨道交通、智能制造等 关键领域的突破，更通过联合研究院搭建了行业协同创新样板。展望未来，新益昌与唐源电气将以"技 术共研、场景共创、产业共荣"模式破解行业痛点，推动具身智能商业化落地。 活动现场，除战略合作正式发布外，双方核心团队还与西南交通大学专家共同为具身智能联合研究院揭 牌，并围绕"具身智能万亿级产业崛起"开 ...

江苏发展具身智能具备三大坚实支撑，为新质生产力锻造筑牢根基。一是产业根基雄厚，应用场景广 阔。制造业规模长期全国领先，产业链完备，高端装备、电子信息等先进制造业集群优势显著。全省人 工智能相关产业规模已超4000亿元。海量的智能化改造需求，构成了技术落地的最佳试验场和核心驱动 力。二是创新资源富集，平台支撑有力。科教人才优势突出，拥有多所人工智能领域高水平大学和科研 机构。省级层面前瞻布局，建设了"江苏省人形机器人制造业创新中心"等高能级研发平台。三是政策体 系健全，布局引导精准。出台《江苏省机器人产业创新发展行动方案》，对南京、无锡、常州、苏州、 南通等地进行差异化、协同化布局，形成了全链条支持与特色集群发展相结合的系统性政策优势。 面向"十五五"及长远发展，江苏需锚定新质生产力培育目标，系统谋划具身智能产业发展路径。第一， 实施"数据赋能"攻坚，破解核心要素瓶颈。依托省级数据训练中心，联合龙头企业系统采集高端制造、 危化巡检等场景的高价值数据，构建"江苏工业场景数据库"，并探索利用仿真技术生成合成数据，加速 算法迭代，为具身智能技术突破提供数据支撑。第二，聚焦"专业化突破"战略，打造标杆应用场景。优 先在 ...

当前，杭州正加速打造全国人工智能创新高地。"数字觉醒——AI产业的破局者"篇章聚焦西湖机器人、 云途科技、小影科技、光粒科技、小砖块等五家企业，呈现AI技术如何赋能千行百业：西湖机器人推 动具身智能技术落地民生场景；小影科技让短视频创作实现"零门槛"智能化；光粒科技则致力于将AR 智能眼镜打造为人类感知世界的新"器官"。 作为生命健康产业的重要集聚区，杭州近年来涌现出一批具有全球影响力的医疗健康企业。"生命重塑 ——医疗健康的革新者"篇章记录了可帮基因、柳叶刀机器人、嘉因生物、飞图医疗、伽奈维医疗等五 家企业的前沿成果——从全国首个肿瘤组织起源基因检测试剂盒，到高精度骨科手术机器人，一系 列"杭州方案"正为人类健康事业注入新动能。 此外，"绿色跃迁——零碳时代的领路者"篇章展示了杭叉集团（603298）、蔚复来、同兴股份、睿者节 能、承控环境科技等企业将绿色理念融入技术研发的责任担当；而"'新'向未来——产业重构的颠覆 者"篇章则通过唯铂莱、衍进科技、西湖心辰、凌迪科技、食方科技等五家企业的创新实践，诠释了民 企如何通过跨界融合、技术重构，在全球产业链中争夺话语权。 杭州市工商联相关负责人表示，希望用《探路者 ...

此项共识源于双方前期沟通中建立的技术信赖以及对全球先进制造业智能化转型趋势的共同洞察。 作为汽车被动安全领域的技术权威，ZF LIFETEC将具身智能视为面向未来制造的重要战略方向，中国 不仅是ZF LIFETEC潜力巨大的单一市场，更是创新前沿阵地和新技术的孵化器，在中国工厂取得的智 能化成果也将反向赋能其全球工厂。此次与无界动力携手，不仅展现了ZF LIFETEC对无界动力团队技 术创新能力与长期发展潜力的肯定，也标志着双方将深度携手推动具身智能技术的发展与应用。 12月22日，通用具身智能机器人公司无界动力与ZF LIFETEC宣布达成战略合作，双方将共同探索 和实现具身智能技术在先进制造业的深度规模化应用，聚焦于汽车核心被动安全部件的生产制造环节， 致力于以"手眼脑"协同的新一代具身智能机器人，突破复杂零部件处理、精密装配、柔软物体操作等传 统自动化难以覆盖的关键环节的智能化瓶颈，以满足日益提升的生产效率和柔性生产需求。 无界动力创始人兼CEO张玉峰表示："无界动力始终将技术突破与产业融合视为推动具身智能操作 大脑进化和先进生产力提升的关键路径。兼具泛化性、任务成功率和工业级可靠性的具身智能系统，是 ...

此外，苏州高新区还配套发布了具身智能公共服务平台、首批5家OPC社区，并重点布局阳山数谷、狮 山AI工场、太湖具身智能产业园三大标杆性产业载体。首批具身智能"十狮"名单同步揭晓，法奥机器 人、银河通用机器人、云迹机器人等10家企业将发挥在核心零部件、具身大模型等领域的"头雁效应"， 带动产业链上下游协同发展。 "双十"开放场景包括10个具身智能部署场景、10个具身智能训练场景，与当地工业制造、医疗健康、消 费服务等产业紧密结合，为具身智能技术落地应用提供了丰富载体和空间。比如围绕"生物医药检测分 析实验室的部署需求"这一场景，该区计划整合特瑞医药、中化药业、安领生物、默迪夫等企业和第三 方平台力量，在浒墅关经开区搭建AI赋能的生物医药检测分析实验室，推动检测流程自动化、智能 化。 本报讯(记者陈悦勤)12月12日，苏州高新区举办具身智能生态发展大会，集中发布具身智能"双十"开放 场景，加速具身智能技术从实验室走向市场。 ...

Core Insights - The "Suggestions" document outlines China's economic and social development blueprint for the next five years, focusing on structural changes in the employment market driven by industrial upgrades, technological transformations, and demographic shifts [3] Emerging Industries - The document emphasizes the cultivation of emerging industries, including new energy, new materials, aerospace, and low-altitude economy, which are expected to create new job opportunities across the entire industrial chain [7][8] - The low-altitude economy alone is projected to have a talent gap of 1 million for drone operators by 2030, with the market expected to exceed 1 trillion yuan [7][8] Digital Economy - The rise of AI and digital technologies is transforming traditional jobs while creating high-value new roles, with over 20 new occupations related to AI identified in the past five years [13][14] - The AI industry is projected to grow significantly, with job postings increasing by 3% and job seekers by 39% in the first three quarters of 2025 [14] Service Sector - The service sector is expected to absorb more labor due to rising demands in health, elderly care, and childcare services, with the elderly care industry seeing a job growth rate of 29.2% [15][17] - The document highlights the need for professionalization and standardization in the service industry to enhance consumer experience and attract more employment [17] Flexible Employment - The number of flexible employment workers has reached 84 million, with various new job forms emerging to meet diverse labor needs [24][25] - The document calls for improved social security systems and protections for flexible workers to ensure their rights and benefits [25] Cross-Border Employment - The document outlines the expansion of high-level openness, with cross-border e-commerce becoming one of the fastest-growing employment sectors, creating diverse job opportunities [28][30] - By 2030, the cross-border e-commerce market is expected to create approximately 45 million jobs, with over 30% of these positions going to recent graduates [28] Rural Revitalization - New farmers and entrepreneurs are driving innovation in rural areas, with policies aimed at modernizing agriculture and promoting rural employment [33][34] - The document emphasizes the importance of attracting talent to rural areas to enhance local economies and job opportunities [34] Cultural Industry - The cultural industry is rapidly evolving, with a high demand for talent that combines cultural knowledge and technical skills, particularly in digital cultural sectors [37][38] - By 2030, the demand for virtual reality professionals is expected to exceed 6.8 million positions, reflecting the industry's growth [38] Aging Population - The aging population is creating a significant demand for elderly care services, with a projected shortfall of 5.5 million caregivers [42][43] - The document highlights the need for a robust elderly care system and the development of specialized training programs to meet this demand [43] Green Jobs - The green economy is expected to generate numerous new jobs, with the demand for roles like energy storage operation managers projected to exceed 100,000 by 2030 [45][46] - The document emphasizes the importance of interdisciplinary talent in the green sector, which is anticipated to double in size over the next five years [46] Regional Employment - The document outlines strategies for regional development to balance employment opportunities across different areas, moving from a focus on major cities to a more distributed model [49][50] - The emphasis on new urbanization strategies aims to create job clusters in county-level cities, enhancing local employment prospects [51]

Core Viewpoint - Inno Capital has shifted its investment strategy from traditional angel investing to a more structured approach similar to venture capital, focusing on technology sectors and larger investment amounts, aiming for significant returns from potential unicorns [3][4][6]. Investment Strategy - Inno Capital has seen three projects become unicorns in 2024, with expectations for this number to double in 2026 [3]. - The firm has restructured its investment approach, creating separate funds for angel investments and technology investments, with the latter allowing for larger investments of up to 30 million RMB [7][8]. - The investment strategy emphasizes heavy management and follow-up investments, aiming for a 10%-20% stake in initial rounds and over 20% in incubated projects [7][8]. Focus on Technology - Inno Capital has decided to exclusively invest in technology projects, having identified that their highest returns come from this sector [6][9]. - The firm targets companies with the potential to reach valuations of 10 billion to 30 billion RMB, focusing on top-tier enterprises [8][9]. Investment Criteria - The selection criteria for investments include alignment with societal development trends, the quality of the founding team, and the uniqueness of the product [9][10]. - Inno Capital has established a valuation cap, preferring to avoid investments in companies with initial valuations exceeding 1 billion RMB [11]. Portfolio and Exit Strategy - The firm has a diverse portfolio of unicorns, including companies like Jimxi Semiconductor and Meike Energy, with significant valuations expected in the coming years [12]. - Inno Capital primarily exits through the primary market, often selling shares to venture capital firms, and is exploring the establishment of follow-up funds for exits [12][13]. Networking and Project Sourcing - Inno Capital leverages extensive networks, particularly through connections with Tsinghua University, to source projects and talent [16][17]. - The firm maintains close relationships with other venture capital firms, facilitating project referrals and collaborative opportunities [18][19]. Digital Management and Transparency - Inno Capital has developed a digital investment management system to track project performance and financial data, enhancing transparency and operational efficiency [22][24]. - The firm emphasizes a culture of transparency and equitable profit-sharing among team members, with a significant portion of profits allocated to contributors [24][25]. Focus on AI and Embodied Intelligence - Inno Capital has concentrated its investments in the fields of AI and embodied intelligence, recognizing the potential for significant growth in these areas [31][32]. - The firm has invested in several key players in the embodied intelligence sector, such as Qianjue Technology and Lingyu Intelligent, which are positioned to lead in this emerging market [31][32]. Future Outlook - The firm anticipates that the market for embodied intelligence will grow substantially, with projections suggesting a market size exceeding 10 trillion RMB in the next two decades [45].

Core Insights - UBTECH Robotics announced a strategic cooperation agreement with the Shanghai Urban Design and Urban Science Key Laboratory during the "Beautiful China Smart City" conference [1] - The collaboration focuses on the topic of "robotic urbanization," with UBTECH's founder and CEO Zhou Jian appointed as the head of the "Smart City" project [1] - The partnership aims to leverage embodied intelligence technology to enhance future urban governance and promote human-robot collaboration in building smart cities [1]

Group 1 - The core viewpoint of the article emphasizes the significance of embodied intelligence in enhancing supply chain efficiency and reducing logistics costs, which are critical challenges faced by the industry [1][2] - JD Group's General Manager of Embodied Intelligence, Zheng Xiaodan, highlighted the high proportion of logistics costs in the overall supply chain and the need for improved operational efficiency, indicating a common industry consensus on these issues [1] - The company aims to leverage intelligent technologies to address cost and efficiency problems in logistics, which would not only benefit enterprises but also invigorate the entire supply chain industry [1] Group 2 - The embodied intelligence sector is experiencing rapid development, with significant advancements observed within just six months, transitioning from demonstration-focused robots to practical applications in factories and public spaces [2] - There is a growing consumer expectation for robots to assist with household chores and childcare, although achieving complex service scenarios will require more time [2] - JD plans to continue focusing on the embodied intelligence sector by promoting deep integration of technology and practical applications, while also creating collaborative platforms that connect technology developers, application scenarios, and consumers [2]

Core Insights - JD Group and Hong Kong University of Science and Technology (HKUST) have officially established a joint laboratory focused on intelligent supply chain and embodied intelligence technology [1] Group 1: Joint Laboratory Overview - The "HKUST-JD Group Joint Laboratory" is co-managed by HKUST's Zheng Jiachun Robotics Research Institute, JD Exploration Research Institute, and JD Logistics [1] - The laboratory will focus on research in logistics, healthcare, retail, and industrial sectors [1] Group 2: Research Focus Areas - Key research areas include tumor prediction and assisted diagnosis in the healthcare sector, and the construction of intelligent e-commerce scenarios in the retail sector [1] - The laboratory aims to integrate technologies such as multimodal large models and edge computing optimization algorithms to create replicable industry intelligence solutions [1]