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从技术验证迈向量产交付 硬科技龙头企业开启“规模化元年”
Core Insights - The year 2026 is projected to be a pivotal year for emerging industries in China, particularly in the low-altitude economy and robotics sectors, as they transition from pilot testing to mass production and ecosystem development [1][2][7] Group 1: Robotics Industry - UBTECH aims to achieve an annual production capacity of 10,000 humanoid robots in 2026, following the delivery of over 500 units of its "Walker S2" model in 2025 [2] - The humanoid robot market in China is expected to reach a production scale of 100,000 to 200,000 units in 2026, driven by companies like Zhiyuan Robotics and strategic partnerships [2] - The application of robots is anticipated to expand from hazardous and monotonous jobs to broader industrial and commercial services, eventually reaching household use [5] Group 2: Low-altitude Economy - The low-altitude economy is expected to experience significant growth in 2026, with companies like XPeng Heitech planning to deliver their flying car, "Land Aircraft Carrier," in the same year [3] - The market penetration of industrial-grade drones is increasing, with companies like United Aircraft Group expecting to double their revenue as they achieve key milestones in product certification [3] - Cloud Saint Intelligent's products are projected to expand coverage in urban governance, potentially doubling their reach in 2026 [3] Group 3: Commercial Aerospace - A surge in IPO activities is anticipated in the commercial aerospace sector, driven by the demand for reusable medium to large rockets, with companies like Blue Arrow Aerospace and Star Glory actively pursuing public offerings [4] - The focus in commercial aerospace is on reducing costs through reusable rocket technology, while long-term success will depend on market applications [7] - The industry is facing challenges related to infrastructure and commercial viability, necessitating policy support and cross-departmental collaboration [7] Group 4: Market Competition - The emergence of a "scale year" in 2026 will intensify competition among emerging industries, with companies needing to focus on customer needs and continuous innovation to maintain their competitive edge [7] - The development of new infrastructure and unified management systems is crucial for the low-altitude economy and commercial aerospace sectors [7] - The overall environment for hard technology enterprises is improving, driven by policy guidance, technological breakthroughs, and market demand [7]
上海再夺“中国区域科创”第一,多项关键指标显优势
第一财经· 2026-01-13 15:18
2026.01. 13 本文字数:3366,阅读时长大约5分钟 作者 | 第一财经 金叶子 封图 | AI生成 杰睿研究员团队与张余研究员团队的最新成果,解开了困扰植物学界20多年的难题,破译了豆科植物与根瘤 菌之间共生配对密码 受访者供图 今年伊始,中国科学院分子植物科学卓越创新中心Jeremy Murray(杰睿)研究员团队与张余研究 员团队在《科学》杂志在线发表了科研论文,破解了困扰植物学界20多年的难题。 作为该中心引进的外籍人才,加拿大籍研究员杰睿已在上海生活八年,这也是他第二次在《科学》杂 志上发表论文。他对第一财经介绍,他在上海的研究组规模比之前的都大,所以可以去做一些想做的 研究。 12日,上海交通大学人工智能学院副院长卢策吾教授创办的科技企业穹彻智能正式推出口袋机采 ——通过智能手机和App,每位使用者都可以成为数据采集的参与者,完成任务并上传数据,实现数 据采集。该公司是卢策吾2016年选择回国发展后创立的具身智能企业。 近年来,像杰睿、卢策吾这样的科研人员,支撑了上海科技创新成果多点开花。 官方数据显示,2025年,上海科学家发表顶刊论文181篇,占全国的30.6%,较2024年增长 1 ...
上海再夺“中国区域科创”第一,多项关键指标显优势
Di Yi Cai Jing· 2026-01-13 12:31
这些年来,上海科创中心建设如火如荼,与纽约、旧金山-圣何塞、巴黎、东京、伦敦等都市圈开展角逐,逐步位于国际科创中心城市的第一方队。 今年伊始,中国科学院分子植物科学卓越创新中心Jeremy Murray(杰睿)研究员团队与张余研究员团队在《科学》杂志在线发表了科研论文,破解了困扰 植物学界20多年的难题。 作为该中心引进的外籍人才,加拿大籍研究员杰睿已在上海生活八年,这也是他第二次在《科学》杂志上发表论文。他对第一财经介绍,他在上海的研究组 规模比之前的都大,所以可以去做一些想做的研究。 12日,上海交通大学人工智能学院副院长卢策吾教授创办的科技企业穹彻智能正式推出口袋机采——通过智能手机和App,每位使用者都可以成为数据采集 的参与者,完成任务并上传数据,实现数据采集。该公司是卢策吾2016年选择回国发展后创立的具身智能企业。 杰睿研究员团队与张余研究员团队的最新成果,解开了困扰植物学界20多年的难题,破译了豆科植物与根瘤菌之间共生配对密码 受访者供图 近年来,像杰睿、卢策吾这样的科研人员,支撑了上海科技创新成果多点开花。 官方数据显示,2025年,上海科学家发表顶刊论文181篇,占全国的30.6%,较20 ...