游客在陕西省西安市秦始皇帝陵博物院体验XR元宇宙项目。 周社根摄（人民视觉） 福建省福州市石竹山景区，游客穿戴"外骨骼机器人"登山。 谢贵明摄（人民视觉） 智能导览机器人在内蒙古博物院表演节目。 新华社记者 马金瑞摄 在雄安新区悦容公园，游客在体验由雄安白小默科技有限公司自主研发的导览机器人。 新华社记者 牟 宇摄 王 初摄（人民视觉） 郝鑫城摄（新华社发） 游客在山东省美术馆参观体验"无限之海"沉浸式AI数字艺术展。 当前，AI正成为不少人的出游"伴侣"。输入旅行时间、预算、兴趣爱好以及一些特殊要求，短短几分 钟，一份由AI生成的详细旅行计划便摆在面前……越来越多的游客开始选择使用AI进行个性化行程定 制。在社交平台，与"用DeepSeek做旅游攻略""AI定制旅行"等话题相关的讨论帖已达数十万篇。这些讨 论帖中的行程规划不仅包括景点和餐饮住宿安排，还对如何避开拥堵、节省开销、旅行穿搭提出建议。 生成攻略、在线向导、个性化推荐……AI正在成为年轻人旅行的"新向导"。 浙江省杭州市西湖畔，游客扫码即可召唤"AI导游"，实时解说景点历史与典故；上海海昌海洋公园内， 仿生鲸鲨与游客共游"海底世界"；甘肃省敦煌市莫 ...

他还建议高原高校开设"具身智能"相关专业，成立实验室等，培养定向人才，联合中国头部科技公司成 立相关企业，攻克机器人在高原场景应用中面临的技术难题。 另悉，同为杭州"六小龙"企业深度求索已率先在西藏落地。今年5月，西藏大学推出基于DeepSeek的"藏 大智言"平台。此外，昌都市政务云及拉萨高新区均已部署DeepSeek大模型应用，助力高原特色"智慧政 务"建设。(完) 中新社拉萨7月17日电 (记者江飞波)在17日举行的2025全球数字经济大会拉萨高层论坛上，杭州云深处 科技有限公司政企行业负责人汪琛杰介绍，高原低温、低氧、强紫外线等恶劣气候环境以及山地、碎 石、冰川等复杂地形，放大了机器人的价值，是机器人理想的应用场景。他认为，西藏是打造具身智能 极限测试的"高地"。 具身智能是指智能体通过身体将感知、行动与认知深度融合的智能系统。杭州云深处科技有限公司是杭 州"六小龙"企业之一，杭州"六小龙"还包括深度求索(DeepSeek)、宇树科技等，主要聚焦机器人、人工 智能、脑机接口等领域，在业内颇具影响力。 汪琛杰介绍，具身智能的核心在于运动控制算法、智能环境感知及自主导航与决策。高原极端环境是验 证机器人可 ...

Core Insights - Jiangsu province is actively promoting vocational education with the theme "One Skill in Hand, a Lifetime of Security," showcasing the achievements of vocational education reform and development [1] - The province has established a comprehensive training system that integrates skill training and industry-education collaboration, producing approximately 500,000 skilled talents annually [1] Group 1: Vocational Education Development - The student-to-teacher ratio is optimized to a maximum of 5 students per teacher, ensuring quality education and skill development [1] - A notable success story highlights a student who transformed from struggling in mathematics to excelling in robotics programming, illustrating the life-changing potential of vocational skills [1] - The "Wang Chunfeng Skills Master Studio" has been recognized as a national-level skills master studio, emphasizing the effectiveness of skill-based education [1] Group 2: Industry Integration - The integration of vocational education with industry is being emphasized, with initiatives like the "Suzhou Modern Vocational Education High-Quality Development Action Plan (2025-2027)" aimed at aligning education with industry needs [2] - There is a significant demand for nursing care professionals, with a current shortfall of approximately 550,000 personnel in the sector, prompting educational institutions to adapt their training programs accordingly [2] Group 3: Quality and Employment Outcomes - The 2024 annual report for vocational education in Nanjing indicates a 92.3% alignment between vocational programs and key industry needs, with local employment rates for graduates exceeding 85% for three consecutive years [3] - The focus on producing versatile talents who can meet the demands of small and medium enterprises is crucial for addressing the structural employment challenges in the region [3]

Core Viewpoint - The company experienced a significant decline in revenue and profit in 2024, primarily due to a reduction in completed projects, but showed signs of recovery in Q1 2025 with increased revenue and profit [2][5][6]. Financial Performance - In 2024, the company's revenue dropped by 41.44% to 1.376 billion yuan, and the net profit attributable to shareholders was a loss of 135 million yuan, a decrease of 147.97% [5]. - The first quarter of 2025 saw a revenue increase of 29.81% to 382 million yuan, with a net profit of 40.27 million yuan, marking a turnaround with a growth of 368.25% [6]. Business Segments - Revenue from urban digital experience space decreased by 46.83% to 449 million yuan, while cultural and brand digital experience space revenue fell by 37.40% to 873 million yuan, and digital products and services revenue declined by 51.12% to 54.79 million yuan [5]. - The gross margin for urban digital experience space and cultural and brand digital experience space decreased by 11.89% and 2.49%, respectively, while the gross margin for digital products and services increased by 14.29% [5]. Strategic Initiatives - The company is focusing on the "cultural + technology + consumption" integration strategy to expand into new cultural tourism consumption scenarios [2]. - A "Embodied Intelligence Research Institute" was established, and a strategic partnership was formed with Songyan Power to enhance the integration of artificial intelligence and digital scenarios [3][7]. Technological Development - The company aims to leverage embodied intelligence technology to enhance the smart upgrade of exhibition displays and cultural tourism experiences [8]. - Plans include developing innovative products such as smart guide robots and emotional interactive virtual characters for cultural tourism consumption scenarios [8][9]. Challenges and Outlook - High accounts receivable, amounting to 1.392 billion yuan at the end of 2024, poses financial risks, potentially affecting cash flow and strategic investments [6][10]. - The commercialization of embodied intelligence projects is expected to take 2 to 5 years, with significant R&D investment required and uncertain market acceptance [9][10].

Market Overview - The Beijing Grade A office market is facing significant challenges despite ongoing government support for real estate and industry, with rental prices expected to continue declining in Q2 2025 due to global economic uncertainties and corporate strategic contractions [1][8] - The average effective rent for Grade A offices in Beijing fell by 4.7% quarter-on-quarter to 246 RMB per square meter, nearing historical lows, while the vacancy rate reached 17.9%, indicating persistent market weakness [10][8] Demand Dynamics - The demand structure is shifting, with technology sectors, particularly in Zhongguancun, showing resilience due to supportive policies for AI and integrated circuits, leading to new leasing and expansion needs from leading tech firms [2][8] - Financial institutions are also increasing their leasing demands as capital market reforms deepen, while professional services, especially domestic law firms, are seeking office upgrades and expansions [2][8] - Foreign companies remain cautious in their leasing strategies due to geopolitical uncertainties, leading to continued pressure on traditional foreign business districts like Guomao and Yansha [2][8] Transaction Market - The core business district's premium office assets have entered a value investment range, with some benchmark projects seeing price corrections of up to 40% from peak levels, attracting self-use buyers [3][27] - In Q1 2025, the Beijing office transaction market saw a structural recovery with 8 major transactions totaling 7.8 billion RMB, predominantly driven by self-use buyers, who accounted for 75% of the transaction count and 97% of the transaction value [27][29] Recommendations for Tenants - Tenants are advised to assess their needs and existing leases promptly, leveraging the current market conditions to negotiate more flexible terms, such as extended rent-free periods and renovation subsidies [4][5] - Companies should consider optimizing their office space by adopting hybrid models and utilizing technology to enhance operational efficiency [15][4] Recommendations for Owners - Property owners should focus on core industries like TMT and finance, offering flexible leasing terms to attract high-growth tenants [5][8] - With a new supply peak expected in 2026, proactive tenant negotiations and customized service offerings are recommended to build long-term partnerships [5][8] Macro Environment - Despite positive signals from central government policies, the short-term outlook for the Beijing office market remains weak, with rising vacancy rates and declining rents expected to persist [8][10] - In the medium to long term, policy benefits are anticipated to gradually support recovery in technology and consumer-driven sectors, particularly in areas like Zhongguancun [8][10]

前言： 今年的政府工作报告中提出，建立未来产业投入增长机制，培育生物制造、量子科技、具身智能、6G等未来产 业。 作为人工智能领域的前沿热点，具身智能备受瞩目，它被认为是新一波人工智能浪潮的重点方向。 家庭具身智能的市场规模 人工智能大模型的持续突破，如语言视觉多模态大模型能力的增强，为具身智能提供了更强大的"大脑"，使其能 够更好地理解和处理复杂任务。 同时，传感器、机器人关节等硬件技术的不断改进，也提升了具身智能设备的感知和行动能力，推动其在家庭场 景中的应用。 根据头豹研究报告，2023年中国具身智能市场规模已经达到4186亿元 ，随着大模型技术突破，具身智能市场规 模有望持续提升，2027年市场规模预计达到6328亿元。 家庭具身智能作为具身智能的重要应用领域，在老龄化加剧、人们对生活品质追求提升的背景下，需求不断增 长，市场规模也将随之扩大。 国内企业纷纷布局 中国电信成立的人工智能研究院（TeleAI）正在加速智传网（AI Flow）的布局和研究。智传网能够通过家族式同 源模型协同将"端—边—云—网"高效串联。 中国电信相关负责人表示，预计2025年6月份或7月份，自主研发的家用机器人四足狗会小批 ...