在新质生产力加速落地的当下，深圳再次以资本推动战略性新兴产业发展。近日，天眼查显示，深圳市 深创投人工智能和具身机器人产业私募股权投资基金合伙企业（有限合伙）正式成立，出资额15.5亿元 人民币。该基金由深圳市引导基金投资有限公司、深圳市福田红土股权投资基金管理有限公司、深圳市 红土创业投资有限公司、深圳市汇通金控基金投资有限公司共同出资，呈现出"政府引导+市场化运 作"的特色。 这只基金的设立不仅是深创投进一步加码"AI+具身智能"赛道的又一动作，也体现出深圳正在通过资本 与产业链的深度结合，推动人工智能从技术创新走向大规模应用，在全国"AI+机器人"发展格局中巩固 领先地位。 瞄准全产业链，深创投加码AI与具身智能 作为中国最早成立的国有创投机构之一，深创投自1999年在首届高交会期间创立以来，始终活跃在创新 产业（300832）投资前沿。目前累计管理资产规模超过5100亿元，投资企业超过1700家。此次设立人工 智能和具身机器人产业基金，也意味着深创投将这一领域列为重点战略方向。 近年来，深创投不断深化在AI和机器人产业的布局。今年6月，人形机器人整机厂商加速进化完成超亿 元A轮融资，由深创投领投；9月 ...

Core Viewpoint - The article highlights the rapid development of the artificial intelligence (AI) industry in Laoshan District, Qingdao, with a focus on creating a leading national AI innovation application zone, aiming for an industry scale exceeding 35 billion yuan by 2024 [1][3]. Group 1: AI Industry Development - Laoshan District has set a strategic goal to become a national leader in AI innovation applications, focusing on embodied intelligent robots, vertical domain large models, and marine AI services [1][3]. - The district has successfully attracted over 280 key AI enterprises and has been recognized as a future industry acceleration park by Shandong Province, receiving initial funding support of 4 million yuan [3][4]. Group 2: Infrastructure and Support - Qingdao Parallel Technology Co., Ltd. has established a computing power cluster in Laoshan District to support AI industry development, with a unified scheduling platform already in place [2]. - The district has cultivated 37 national and provincial AI innovation platforms, including a high-end smart home appliance innovation center that has achieved breakthroughs in over 20 key industry technologies [4]. Group 3: Large Model Development - Laoshan District has five large models registered with the National Internet Information Office, with an additional 16 industry-specific large models included in Shandong's key product database [5]. - The district is focusing on vertical domain large models and marine large models, utilizing policy guidance and computing power subsidies to accelerate technology research and application [5][6]. Group 4: Application of AI in Industries - AI applications are being implemented across various sectors, with significant improvements in efficiency and production output, such as a 300% increase in production efficiency at Qingdao Shuangrui Marine Environmental Engineering Co., Ltd. [7][8]. - The district is promoting the "AI+" initiative, which includes policies to support digital transformation and the construction of benchmark projects in key industries [7][8]. Group 5: Future Plans and Goals - Laoshan District aims to explore innovative application scenarios and establish an open center for application scenarios, focusing on seven key areas including smart tourism, marine intelligence, and smart manufacturing [8]. - The district is committed to fostering innovation, aggregation, and integration in the AI industry, striving to create a nationally leading AI industrial hub [8].

Group 1 - The 2025 World Humanoid Robot Games showcased the integration of technology and art, highlighting the advancements in robotics and the potential for creative expression [1][2] - The event featured a grand opening ceremony at the Beijing National Speed Skating Stadium, with a focus on the design and artistic direction led by the Central Academy of Fine Arts [2][3] - The event's emblem and interior design were inspired by binary code, symbolizing the connection between the real and virtual worlds, and emphasizing the foundational role of these elements in AI and robotics [2] Group 2 - The opening ceremony included a fashion show featuring humanoid robots dressed in custom outfits designed by the Central Academy of Fine Arts, blending traditional aesthetics with contemporary technology [3][4] - Each robot's costume was tailored using advanced manufacturing techniques, such as 3D printing and dynamic mechanical structures, to reflect cultural motifs and enhance the robots' unique characteristics [4][5] - The incorporation of traditional Chinese cultural elements into the robots' designs added depth and personality, showcasing the fusion of modern technology with historical aesthetics [5] Group 3 - In the competition, the Beijing Dance Academy and Guanggu Dongzhi joint team won the first gold medal with their performance featuring humanoid robots, demonstrating significant advancements in motion control technology [7][8] - The performance involved complex choreography that required precise coordination between human dancers and robots, showcasing the capabilities of humanoid robots in artistic expressions [8][9] - The humanoid robots used in the performance were developed with high-performance algorithms and underwent extensive testing to ensure fluid and synchronized movements [8][9] Group 4 - The event concluded with the "Zhixin" installation symbolizing the coexistence of technology and humanity, marking the successful completion of the first World Humanoid Robot Games and the beginning of a new journey [9][10] - The games aimed to establish a premier event brand and set global standards for humanoid robot competitions, while promoting public interest and understanding of robotics [10]

Group 1: Industry Overview - The 2025 World Robot Conference showcased 1,569 products from 220 domestic and international robot companies, highlighting the industry's growth and transformation towards embodied intelligence and practical applications [1] - Key themes of the conference included "advancement," "application," and "mass production," indicating a shift from simple robotic arms to more intelligent and versatile robots [1] Group 2: Company Highlights - Yushu Technology's humanoid robots, G1 and R1, gained attention for their advanced capabilities, including dynamic balance and complex movements, which are aimed at accelerating commercialization in education and service sectors [2][3] - Zhi Ping Fang's robot "Aibao" is designed for versatile applications in real-world scenarios, utilizing a self-developed model to understand commands and perform tasks across various environments [4][5] - Fourier's GR-3 humanoid robot focuses on emotional interaction, featuring a comprehensive sensory system for enhanced user engagement, although challenges remain for household integration [7] - Accelerated Evolution showcased their T1 robot in an AI football match, emphasizing the transferability of skills learned in competitive environments to domestic and industrial applications [8] - UBTECH presented five humanoid robots, emphasizing their role as new productivity tools that enhance efficiency and reduce costs across multiple applications [9][10] - Leju's humanoid robot "Kua Fu" demonstrated capabilities across various tasks, supported by 5G-A technology, which enhances real-time decision-making and execution in diverse environments [11]

Core Insights - The 2025 World Robot Conference highlighted the trend of "generalized intelligence" in robotics, with VLA (Vision-Language-Action) models being a prominent topic across various exhibits [1][2] - The human-like robots showcased at the conference demonstrated advanced capabilities in dexterous operations, dynamic behaviors, and adaptability to complex environments, marking a shift from precision efficiency to generalized intelligence [1][2] Group 1: VLA Model Applications - Beijing Galaxy General Robotics introduced a humanoid robot capable of efficiently retrieving items from densely packed shelves, utilizing their self-developed Grocery VLA model for adaptability in diverse environments [2] - Beijing Star Motion Era Technology showcased humanoid robots collaborating in logistics sorting, powered by their end-to-end VLA model, enabling complex movements and continuous service evolution through a feedback loop of data collection and model training [2] Group 2: Differentiated Technical Paths - Leju Robotics presented their full-size humanoid robot "Kua Fu," capable of performing various industrial and commercial tasks, demonstrating the transition of humanoid robots from laboratory settings to practical applications [3] - The company employs a layered planning and model-based reinforcement learning approach, integrating multimodal embodied models for environmental perception and action generation [3][4] Group 3: Commercialization and Future Outlook - UBTECH Robotics emphasized the importance of rapid commercialization, predicting a significant growth phase for the humanoid robot industry around 2027, with expected annual deliveries reaching tens of thousands [5] - The industry is witnessing varied approaches to VLA and reinforcement learning technologies, with the architecture being a critical factor influencing training costs and efficiency [5]

Core Viewpoint - The 2025 World Robot Conference (WRC) showcased advancements in humanoid robots, emphasizing the integration of 5G-A technology and embodied intelligence to enhance operational capabilities and adaptability in complex environments [1][3]. Group 1: Humanoid Robots - The "Kua Fu" humanoid robot by Leju demonstrated significant breakthroughs in communication and decision-making through 5G-A technology, enabling real-time control over distances of 1200 kilometers [1][3]. - The "Kua Fu" robot features a dual-brain system, enhancing human-robot interaction and stability in flexible environments, showcasing its potential in high-risk scenarios like firefighting and chemical industries [3][6]. - The "T800" humanoid robot by Zhongqing is designed for heavy-duty tasks, featuring 41 degrees of freedom and advanced sensor integration for real-time environmental adaptation [7]. Group 2: Industrial Robots - Cyborg Robotics presented the Cyborg-H01 dexterous hand and Cyborg-R01 humanoid robot, focusing on high precision and energy efficiency in industrial applications [4][6]. - The CW series robots by Chuan Robotics combine autonomous mobile platforms with collaborative robotic arms, enhancing flexibility in production environments [30]. Group 3: Perception and Sensing Technologies - Aobi Zhongguang introduced the Pulsar ME450 3D LiDAR and Gemini 345Lg dual 3D camera, enhancing visual perception capabilities for outdoor robots [12][14]. - Pasini launched the third-generation multi-dimensional tactile sensor matrix PX-6AX-GEN3, providing advanced sensing solutions for embodied intelligent systems [10][25]. Group 4: General-Purpose Robots - Zhi Ping Fang showcased the "Ai Bao" robot, capable of performing various tasks in simulated environments, highlighting its adaptability and learning capabilities [17][19]. - The "Wanda" platform by Youliqi demonstrated its application in multiple real-life scenarios, emphasizing its interactive capabilities and service-oriented design [23][24]. Group 5: Collaborative and Ecosystem Development - Xinghai Tu introduced the G-0 VLA model, which enhances human-robot collaboration and opens up new possibilities for developers through a comprehensive toolkit [20][22]. - The collaboration among various companies at WRC indicates a growing ecosystem focused on advancing embodied intelligence and robotics technology across multiple sectors [41].

Core Insights - The company, Leju Robotics, has developed a humanoid robot named "Kua Fu," which is capable of walking, jumping, and carrying out complex tasks, marking a significant advancement in the field of humanoid robotics in China [1][6] - The founder, Leng Xiaokun, has led the company since its establishment in 2016, overcoming various technical challenges and contributing to the innovation in humanoid robotics [2][6] - The company has successfully integrated 90% of its components domestically, significantly reducing manufacturing costs to several hundred thousand yuan [6] Company Development - Leju Robotics was founded by Leng Xiaokun and nine colleagues from Harbin Institute of Technology, focusing on humanoid robot development due to their strong technical background and market potential [2][3] - The company initially focused on small-sized humanoid robots to generate revenue and experience before advancing to full-sized humanoid robots [3][4] - The first product, "Aelos," was launched in the company's first year, aimed at artificial intelligence education, and has reached nearly 5,000 schools across China [3] Technological Innovations - The development of the "Kua Fu" robot faced challenges due to the immaturity of the global robotics supply chain, leading the team to focus on mastering key technologies and components [4][5] - The company has developed modular joints and a full-body momentum control algorithm to enhance the robot's performance and stability in complex tasks [5][6] - As of 2023, Leju Robotics has applied for 124 patents, including 62 invention patents, showcasing its commitment to innovation in humanoid robotics [6] Collaborative Ecosystem - The company has established a collaborative ecosystem involving universities, enterprises, and research institutions to enhance the development and application of humanoid robots [7] - A partnership with Huawei has enabled the "Kua Fu" robot to integrate with the open-source HarmonyOS and utilize Huawei's cloud-based AI models, enhancing its interactive capabilities [7] Market Applications - The "Kua Fu" robot has been successfully implemented in industrial settings, addressing labor shortages and reducing production costs [8] - The company aims to expand the application of humanoid robots into household services, education, and elder care, leveraging China's diverse application scenarios [8]

Group 1 - The Shanghai World Mobile Communication Conference (MWC Shanghai 2025) showcased the first 5G-A embodied intelligent robot developed by Leju in collaboration with China Mobile and Huawei, addressing technical challenges in high-concurrency scenarios [1] - The "Kua Fu" humanoid robot, which debuted at the HDC 2024 Huawei Developer Conference, utilizes Huawei's cloud-based Pangu intelligent model and demonstrates multi-scenario application capabilities based on 5G-A technology [1] - The 5G-A network's high bandwidth supports large-scale data collection, providing training data for humanoid robots' deep learning models, thus shortening development cycles and adapting to diverse industry needs [1] Group 2 - Haichen Co., Ltd. signed a strategic cooperation agreement with Leju Robotics to collaborate on intelligent logistics robots and automated warehousing systems, aiming to promote the intelligent upgrade of the logistics industry [2] - BlueDai Technology's wholly-owned subsidiary, BlueDai Automation, and Leju Robotics have invested in Wuxi Quanzhibo Technology, with the latter commissioning BlueDai Technology for the research and production of integrated robotic joints and core components [2]

Core Viewpoint - The humanoid robot industry in Shenzhen is experiencing rapid growth, with multiple companies actively developing and deploying humanoid robots in various industrial applications, showcasing the region's unique advantages in the robotics sector [1][2][3]. Group 1: Industry Development - Shenzhen is home to 34 listed robotics companies, highlighting its unique advantages in developing humanoid robots and continuous innovation [1]. - The humanoid robot industry is at a turning point, driven by advancements in artificial intelligence, AI chips, sensors, and other technologies, creating vast opportunities in manufacturing sectors like new energy vehicles [3][4]. - The total output value of Shenzhen's robotics industry is projected to reach 201.2 billion yuan in 2024, marking a 12.58% increase from 178.7 billion yuan in 2023 [4]. Group 2: Company Initiatives - SUTENG Juchuang is accelerating its deployment in the humanoid robot sector, showcasing products like the digital laser radar that empowers the robotics industry [2]. - UBTECH's humanoid robot Walker S1 is being utilized in multiple factories, with plans to produce 1,000 units by 2025, aiming to deliver hundreds of units [2]. - LEJU Robotics is undergoing industrial upgrades, with plans to deliver 300 units of its humanoid robot Kuafu in the first quarter of 2025, targeting a total delivery of 1,000 units this year [3]. - Companies like Bawei Storage and Longying Precision are actively expanding their capabilities in the humanoid robot sector, focusing on high-bandwidth storage solutions and increasing production capacity [5].

Core Insights - The 2025 Forbes China AI Technology Companies TOP 50 list highlights influential companies in the AI sector, with Beijing, Shanghai, and Shenzhen leading in representation [1] - Shenzhen has 7 companies on the list, showcasing its strength in various AI fields including large models, robotics, AI pharmaceuticals, and smart marketing [2] Group 1: Shenzhen's AI Companies - Tencent Yuanbao, as Tencent's flagship AI product, excels in cross-domain understanding and natural language processing, setting a benchmark for large model commercialization [2] - Zhongqing Robotics, a star in general AI, has rapidly developed its products, including the SA01 and SE01 robots, with plans to deliver 1,000 units by 2025 [2] - Leju Robotics, established in 2016, focuses on humanoid robots and has showcased its "Kua Fu" robot at international events [3] - Kua Wei Intelligent, founded in 2021, specializes in embodied intelligence technology and has achieved commercial application at scale [3] - Jing Tai Technology, founded by MIT physicists, combines quantum computing and AI for pharmaceutical and materials science solutions [3] - Dongxin Times, a veteran in MarTech, has built a nationwide smart marketing service network, demonstrating AI's commercial potential [3] - Yuanxiang XVERSE, a unicorn in AI and the metaverse, merges AI with 3D technology for virtual reality interactions [4] Group 2: Shenzhen's AI Industry Growth - Shenzhen's AI industry generated a total output value of 301.2 billion yuan in 2023, marking a 21.1% year-on-year growth [5] - The city hosts over 2,600 AI companies, 6 AI unicorns, and 34 publicly listed robotics companies, indicating significant industry clustering [5] - The Shenzhen government plans to open 100 application scenarios for AI and robotics companies by 2025, enhancing the city's commercial application of AI technology [5] - The "Shenzhen Action Plan for Accelerating the Development of AI Pioneer City (2025-2026)" aims for over 3,000 AI companies and an annual growth rate exceeding 20% by 2026 [5] Group 3: Guangdong's AI Industry - Guangdong province leads with 9 companies on the list, showcasing its comprehensive strength in the national AI industry [6] - The AI ecosystem in Guangdong is supported by Shenzhen, Guangzhou, and Foshan, indicating a diverse industrial landscape [6] - With increasing policy support and innovation, Guangdong's AI industry is entering a phase of high-quality development [6][7]