编辑：王静 转自：新华财经 为深入学习贯彻党的二十届四中全会精神，持之以恒做好"科技金融"大文章，不断提升服务国家战略能 力、推动新质生产力发展，12月6日，中国进出口银行北京分行组织干部员工赴中关村机器人产业创新 中心开展现场学习。 在中关村机器人产业创新中心，分行干部员工在专业人员的讲解下，详细了解了该中心整合行业领军企 业、高校及科研院所资源，构建"产学研用"协同创新生态的运作模式，重点观摩了工业协作机器人、特 种作业机器人、服务机器人及无人系统等核心展区，认真听取了关于"软硬结合"智能化技术路径、关键 核心部件攻关现状及多场景落地应用的介绍。通过近距离的实物观察与深入交流，学员们对机器人产业 从技术研发到成果转化的全链条有了更为直观和立体的认识。 此次现场学习是北京分行坚持理论联系实际、强化专业能力建设的重要举措。通过沉浸式的学习体验， 分行干部员工进一步厘清了科技创新与产业发展的内在联系，增强了对高精尖产业的专业判断力。下一 步，中国进出口银行北京分行将坚持学思用贯通，引导干部员工把现场学习成果转化为优化金融服务的 具体思路，紧密结合北京高精尖产业布局，积极探索适应科技型企业特点的金融服务模式，以高 ...

Core Insights - The Ministry of Industry and Information Technology has announced the 2025 list of characteristic industrial clusters for small and medium-sized enterprises (SMEs), with 100 clusters recognized, valid for three years [1] - Jiangsu province has six clusters on the list, while Hunan and Hebei lead with seven each, marking the highest number of new entries [1] Summary by Cluster - **Nanjing Lishui CNC Machine Tool Functional Components Cluster**: Comprises 180 enterprises, with a projected total output value of 24.98 billion yuan by the end of 2024. It has established 21 provincial innovation platforms and has made significant contributions to national standards [1] - **Changzhou Wujin Industrial Collaborative Robot Cluster**: Hosts 141 enterprises, producing over 40,000 robots annually, with a total industry scale exceeding 20 billion yuan. It has a strong presence in global markets and significant advantages in robot R&D and manufacturing [2] - **Suzhou Wujiang Simulation Fiber Materials Cluster**: Features a complete industrial chain from fiber R&D to end applications, with a total output value of 27.499 billion yuan in 2024. It includes 73 SMEs and has established itself as a leader in the simulation fiber sector [2] - **Rudong Offshore Wind Power Equipment Cluster**: Recognized as a national leader, it has built 32 wind farms with an installed capacity of 4.83 million kW, accounting for 40% of Jiangsu's offshore wind capacity. The cluster includes 58 enterprises and is projected to reach a total output value of 22.477 billion yuan in 2024 [3] - **Yancheng Tinghu Air Pollution Control Equipment Cluster**: Focuses on a complete industrial chain for air pollution control and environmental monitoring, with over 60 key enterprises. It has established 16 R&D institutions in collaboration with universities [3] - **Taixing Low-Carbon Olefin Extended Functional Materials Cluster**: Comprises 75 SMEs, with a high innovation density reflected in 434 valid invention patents. It has developed significant core competencies in low-carbon olefin processing and functional materials [4] Overall Assessment - The six clusters from Jiangsu align with national standards emphasizing focused industries, distinctive advantages, resource aggregation, and efficient collaboration networks. They are pivotal for regional economic development and the upgrading of SMEs [4] - The Ministry of Industry and Information Technology emphasizes the need for clusters to focus on key industries and improve supply chain capabilities, with plans for ongoing monitoring and dynamic management of recognized clusters [4]

Core Viewpoint - Chongqing Yulong Optoelectronics Technology Co., Ltd. has signed a joint venture agreement with South Korea's Neulomeca Robotics to establish a company focused on the research, manufacturing, and global market expansion of industrial collaborative robots and humanoid robots [1][2]. Group 1: Joint Venture Details - The joint venture will integrate core resources from both companies, creating a comprehensive system covering "R&D - production - sales" [2]. - Neulomeca is a leading enterprise in the collaborative robot sector in South Korea, with full-stack independent R&D capabilities, and its INDY series robots are already used by global giants like Samsung and Hyundai [2]. - Yulong Optoelectronics has over ten years of experience in the smart display control field, serving major clients such as BOE and BYD, and possesses mature smart manufacturing management experience and supply chain integration capabilities [2]. Group 2: Strategic Development - The collaboration is a key move for Yulong Optoelectronics to optimize its business structure, creating a "dual-engine" development model by complementing its existing smart control boards and precision functional devices with the new robotics business [3]. - The introduction of Neulomeca's core technology and R&D team is expected to accelerate Yulong's technological expansion and strengthen its independent innovation capabilities, forming a differentiated competitive barrier [3]. - The joint venture will be headquartered in Chongqing Liangjiang New Area, which is part of a "trillion-level smart industry cluster" initiative, with local government support for the project [3]. Group 3: Future Outlook - The joint venture aims to develop robots for industrial scenarios such as new energy vehicles, semiconductors, and photovoltaics, while also exploring humanoid robots for commercial, consumer, and healthcare applications [2]. - The plan includes establishing a global R&D and production network, with the goal of creating a globally competitive robotics industry platform through technology transfer and market expansion [3]. - The partnership represents a strategic extension for Yulong Optoelectronics from being a "smart display control expert" to a "smart equipment solution provider," laying a solid foundation for long-term stable development [3].

Core Insights - Jiangsu Province has successfully included six industrial clusters in the Ministry of Industry and Information Technology's 2025 list of characteristic industrial clusters for small and medium-sized enterprises (SMEs) [1][3] Group 1: Industrial Clusters Overview - The selected industrial clusters include: 1. CNC machine tool functional components in Lishui District, Nanjing 2. Industrial collaborative robots in Wujin District, Changzhou 3. Simulation fiber materials in Wujiang District, Suzhou 4. Offshore wind power equipment in Rudong County 5. Flue gas treatment environmental protection equipment in Tinghu District, Yancheng 6. Low-carbon olefin extended functional materials in Taixing City [3][4] - Characteristic industrial clusters are defined as those located within county-level jurisdictions, led by SMEs, focusing on dominant industries, showcasing distinctive advantages, gathering resource elements, maintaining efficient collaborative networks, and having well-developed governance and services [3][4] Group 2: Economic Impact and Development - SMEs play a crucial role in driving innovation, promoting employment, and improving livelihoods, making them an essential part of regional economies [4] - Since 2022, the Ministry of Industry and Information Technology has conducted annual evaluations for recognizing characteristic industrial clusters, with Jiangsu having 19 national-level clusters recognized in previous lists [4] Group 3: Specific Cluster Highlights - The CNC machine tool functional components cluster in Lishui District focuses on the upstream and downstream industries of CNC machine tools, establishing a high-end machine tool industrial park that has attracted 180 enterprises, forming a complete industrial ecosystem [5][6] - The Wujiang simulation fiber materials cluster integrates the entire chain from fiber research and production to end applications, achieving a total output value of 27.499 billion yuan and housing two manufacturing champions [5] - Rudong County is a major hub for wind power equipment, with 32 wind farms and a total installed capacity exceeding 5.62 million kilowatts, accounting for nearly 25% of Jiangsu's total, and 4.83 million kilowatts of offshore wind capacity, representing about 40% of the province's total [5] - The Lishui CNC machine tool cluster has 21 provincial innovation platforms and has participated in the formulation of seven national standards, with 70% of its products achieving import substitution [6] - Wujin District is a core area for the robotics industry, producing over 40,000 robots annually and having a robotics industry chain scale exceeding 20 billion yuan [7]

Group 1 - The 2025 AGIC Shenzhen International General Artificial Intelligence Conference and Expo opened with over 1,000 brands from 20 countries participating, expecting more than 120,000 professional visitors over three days [1][7] - The event showcased the latest AI innovations, including the announcement of the "Top 50 AI+ in the Guangdong-Hong Kong-Macao Greater Bay Area" and the "Top 10 Chief AI Officers" [1][9] - The conference highlighted the growth of the AI industry in Shenzhen, with a 23.6% increase in participating companies and over 25% growth in exhibited products compared to 2024 [2][7] Group 2 - The conference featured significant advancements in AI applications, including the introduction of new humanoid service robots and industrial collaborative robots by local companies [2][3] - The event also emphasized the importance of AI in various sectors, with discussions on the integration of AI in scientific research and its potential to transform industries [4][5] - The focus on "elastic computing power" was highlighted as a key area for developing a more accessible and stable computing infrastructure for AI applications [5][6] Group 3 - The conference served as a marketplace, organizing 300 professional buyer groups and attracting over 7,000 buyer representatives, with expected contract amounts exceeding 3 billion yuan [7][9] - The regional collaboration was a highlight, with a "main venue + sub-venue" model promoting participation from the Greater Bay Area cities, enhancing the full-chain display of AI applications [7][8] - Shenzhen's AI industry is projected to reach a scale of 368.5 billion yuan by 2024, with a significant number of enterprises and a robust industrial foundation [8][9]

Core Viewpoint - The global artificial intelligence robotics industry is at a critical turning point for technological iteration and commercialization, with specialized robots in industrial collaboration, commercial services, and home companionship leading the way to a trillion-dollar market [1][2]. Group 1: Industry Trends - The integration of artificial intelligence and robotics is driving profound changes in the industry, leading to a dual-track development of general-purpose and specialized robots [3][4]. - General-purpose humanoid robots are expected to experience a breakthrough between 2028 and 2030, with a projected global market size of over 5 million units by 2035 [3][4]. Group 2: Market Growth - The industrial collaborative robot market reached $789 million in 2023, with an expected growth to $2.78 billion by 2028, reflecting a compound annual growth rate (CAGR) of 29% [4]. - The commercial collaborative robot market surged from $14.3 million in 2019 to $72.7 million in 2023, with projections to exceed $1.2 billion by 2028, indicating a CAGR of 75% [4]. Group 3: Home Robotics - The AI-driven home robot market is anticipated to reach 62.4 billion RMB by 2029, with a CAGR of 60% from 2024 to 2029, and penetration rates increasing from 2.3% in 2024 to 14.6% [6]. - The unlisted company Woan is leading the home robotics market with an 11.9% market share, focusing on a range of innovative products [6]. Group 4: Competitive Landscape - Major global tech companies are accelerating their investments in core technologies for robotics, with NVIDIA and Huawei making significant strides in large models and hardware integration [7][10]. - NVIDIA's GR00T N1 model is seen as a pivotal development in the robotics field, enhancing performance by 40% and reducing data collection costs significantly [8][10]. - Huawei's upgraded Pangu model and CloudRobo platform are facilitating technological incubation across various sectors, improving production efficiency by 50% [10]. Group 5: Investment Opportunities - As general-purpose robots require more time for development, leading companies in specialized fields are showing clear growth trajectories, presenting significant investment opportunities [10].