每经记者｜杨欢 每经编辑｜刘艳美 8月6日，上海市人民政府办公厅发布《上海市具身智能产业发展实施方案》（以下简称《方案》），《方案》提出，到2027年，实现具身模型、具身语料等 方面核心算法与技术突破不少于20项；建设不少于4个具身智能高质量孵化器，实现百家行业骨干企业集聚、百大创新应用场景落地与百件国际领先产品推 广，上海市具身智能核心产业规模突破500亿元。 为打造应用示范标杆，《方案》明确，立足上海市行业优势，以物流装配、工业制造、商业零售、医疗康养、家政服务等领域为牵引，开展场景征集与任务 揭榜，探索具身智能应用新业态，对产业创新融合示范应用项目，按照核定项目总投资，给予最高20%且不超过1000万元支持。 解读：作为我国"经济第一城"，上海被认为是国内最早发力具身智能领域的城市之一。早在2023年印发的《上海市促进智能机器人产业高质量创新发展行动 方案（2023—2025年）》就提出，将重点攻关具身智能等先进技术。 彼时，上海交通大学教授卢策吾曾表示，具身智能相关大模型、机器人产品的开发周期较长，需要政府部门对技术研发投入和起步阶段的开发团队给予更多 扶持和关注。"'处处都有机器人'是一件投入很大的 ...

Core Viewpoint - The AI industry in Pudong has achieved significant growth, with a scale exceeding 160 billion yuan, representing about 40% of the city's total AI industry, and aims to further expand its ecosystem and infrastructure to support AI development [1][2]. Group 1: Industry Scale and Development - Pudong's AI industry scale has surpassed 160 billion yuan, accounting for approximately 40% of Shanghai's total AI industry [1]. - Over 200 companies in the large model sector have chosen to operate in Pudong, with 28 large model products already registered [1]. - The intelligent computing power infrastructure in Pudong constitutes nearly half of the total in Shanghai [1]. Group 2: Future Plans and Infrastructure - Pudong plans to release over 30 application scenarios and aims to add 1,000 AI companies in the next three years, targeting a core output value exceeding 200 billion yuan [1][2]. - New infrastructure initiatives include the launch of the Pudong Dawn Wan Card Intelligent Computing Cluster and the first "heterogeneous humanoid robot training ground" in the country [1][2]. Group 3: Financial and Policy Support - A comprehensive fund matrix will be established to support AI companies at various stages, along with the creation of the first financing leasing company dedicated to the AI industry [2]. - Policies will be reinforced to encourage large model applications and support humanoid robot R&D, application scenario demonstrations, and major project construction [2]. Group 4: Talent Support and Services - Pudong has introduced policies to provide low-rent spaces for young innovators and offers up to 1 million yuan annually for high-growth youth science and technology projects [2]. - The Pudong Pearl Plan has provided comprehensive support for over 2,100 talented individuals in areas such as residency, education for children, medical insurance, and permanent residency [2].

Core Insights - The Pudong New Area has released 16 supportive policies for the embodied intelligence industry, aimed at empowering technological innovation, application implementation, and talent aggregation [1] - The 2025 Zhangjiang Embodied Intelligence Developer Conference and International Humanoid Robot Skills Competition showcased the current state of the domestic embodied intelligence industry and facilitated communication across the industry [1][5] Group 1: Competition and Industry Development - The competition introduced new formats for the first time in four years, designed to demonstrate the skill capabilities of humanoid robots in various industrial, household, and commercial scenarios [2] - The event aims to provide practical training for the embodied intelligence industry with a focus on Shanghai's unique characteristics, emphasizing the integration of hardware and software capabilities [2] Group 2: Technological Advancements and Data Utilization - The innovation system for humanoid robots in China is taking shape, with key technologies like "brain, cerebellum, and limbs" being widely referenced globally, though there is a need for more focus on original technology and sources [3] - Shanghai's robot industry accounts for approximately one-third of the national market, with significant developments such as the first general-purpose embodied base model and a training ground for heterogeneous humanoid robots [3] - The training ground is expected to collect 5 million real machine data points this year, positioning it as a major hub for embodied intelligence data [3] Group 3: Financial Support and Policy Initiatives - Pudong has announced a comprehensive package of support policies, including a special fund of 1 billion yuan for the embodied intelligence industry and a total fund scale of 20 billion yuan for various initiatives [4] - The policies include financial support of up to 20 million yuan for key technology breakthroughs and up to 100 million yuan for individual projects, promoting the integration of embodied intelligence technology into the market [4] - Additionally, there will be a 50% policy subsidy for replicable and scalable application scenarios, along with strong R&D investment subsidies for enterprises achieving market scale [4]