Core Insights - Huzhou is actively positioning itself in the field of embodied intelligence, a sector seen as a key application of artificial intelligence, by attracting companies and talent to its region [1][5] - The local government has strategically chosen to develop this industry based on Huzhou's existing industrial foundation, particularly in new energy and equipment manufacturing [1][5] Industry Development - Huzhou has established a preliminary layout in the upstream of the embodied intelligence industry chain, focusing on core component sectors with over 30 representative companies [3] - In the first three quarters of this year, Huzhou introduced 34 artificial intelligence projects with fixed investments exceeding 3 billion yuan, totaling over 200 billion yuan [3] Key Companies and Innovations - Demar Technology, a leading local company in intelligent logistics equipment, has established the first humanoid robot innovation center in Huzhou and is collaborating with Zhiyuan Robotics for humanoid robot training [3] - Noli Co., a traditional forklift manufacturer, has developed the "Nobor II" humanoid robot in partnership with Zhejiang University, aimed at replacing high-risk jobs in industrial applications [3] Research and Development Strength - Huzhou has set up research institutions such as the Zhejiang University Huzhou Research Institute and the Huzhou Industrial Control Technology Research Institute, which align with the development of embodied intelligence [5] - The focus on joint control technology at the Huzhou Industrial Control Technology Research Institute supports the advancement of the embodied intelligence sector [5] Strategic Planning - Huzhou has adjusted its industrial development direction to establish a modern industrial system, with artificial intelligence identified as the sole leading industry [5] - The city has released a three-year action plan for high-quality development in artificial intelligence, emphasizing embodied intelligence robots as a key focus [5] Investment and Infrastructure - Huzhou Industrial Group has a total fund size exceeding 100 billion yuan, with nearly 45 billion yuan available for direct investment in the artificial intelligence sector [6] - The establishment of the Long Triangle (Huzhou) Embodied Intelligence Industrial Park marks the first specialized park for this industry in Zhejiang Province, attracting various laboratory projects [6] - Plans are underway to build two additional embodied intelligence industrial parks covering approximately 1,300 acres, along with training facilities to accelerate market application [6]

Core Insights - The article highlights the integration of technology and capital in the field of embodied intelligence, with a significant investment event in Huzhou, Zhejiang, where projects worth 6.66 billion yuan were signed [1] - Embodied intelligence is recognized as a future industry direction in China's 2025 government work report, enabling AI to perceive, decide, and act in the real world [1] Group 1: Industry Development - Huzhou has gathered 105 core AI enterprises, with projected core industry revenue of 11.4 billion yuan in 2024, forming a comprehensive industrial chain from computing services to data applications [3] - The city is home to eight research institutions focused on AI, having developed over 50 AI research outcomes/products, including unmanned forklifts and autonomous exploration robots [4] - Huzhou has established the first embodied intelligence industrial park in Zhejiang, with plans for a large-scale training ground for embodied intelligence robots [7][8] Group 2: Investment and Funding - Huzhou has introduced 34 AI projects with investments exceeding 20 billion yuan in the first three quarters of the year, indicating a rapid growth phase for the industry [7] - A new industrial mother fund of 30 billion yuan has been established to invest in AI projects, particularly in the embodied intelligence sector [8] Group 3: Application Scenarios - Embodied intelligence applications are prevalent in industrial manufacturing, logistics, public services, and hazardous environment inspections, supported by a mature industrial chain [9] - The integration of AI technologies in companies like Geely and the use of robots in events like the Huzhou Marathon showcase the practical applications and advancements in embodied intelligence [9] Group 4: Future Plans - Huzhou aims to cultivate over 10 leading AI enterprises and 5 publicly listed companies by the end of 2027, with a target of exceeding 50 billion yuan in core industry scale by 2030 [11] - The city plans to establish over 10 provincial-level laboratories and create more than 30 benchmark demonstration scenarios in the AI field [11]

Group 1 - The core viewpoint of the article is that Noli Co., Ltd. (603611.SH) is actively advancing the large model training of its embodied intelligent robot product, Nobao II, which is currently not in mass production and has not received commercial orders, indicating that it will not impact the company's operating performance in the short term [2]. Group 2 - The company is focusing on the development of its intelligent robotics technology, specifically the Nobao II product, which is in the training phase of its large model [2].

Core Insights - The 2025 World Robot Conference was held in Beijing, showcasing the "Nobor II" embodied intelligent chemical sampling robot developed by Noli Co., Ltd. in collaboration with Zhejiang University [1] - The robot features breakthroughs in extreme environment adaptation, intelligent optimization control, and human-machine collaborative interaction, aiming to enhance safety, efficiency, and green manufacturing in specialized industrial applications [1] Technology and Innovation - The product employs a "cloud-edge-end" collaborative architecture, utilizing a cloud-based digital twin model and AI training platform for remote monitoring and big data analysis, with real-time control algorithms ensuring low-latency responses (<100ms) [2] - Key innovations include the development of acid-resistant robotic systems, real-time optimization of processes through AI and digital twins, and flexible human-machine interaction technologies, providing safe and efficient robotic solutions for specialized industrial sectors [2] - The "Nobor II" robot can reduce the accident rate in hazardous chemical sampling operations by 99% (from 0.27% to 0.002%) and enable predictive maintenance, allowing for 72-hour advance fault warnings and a 60% reduction in unplanned downtime [2] Market Trends and Company Strategy - The embodied intelligence and humanoid robot industry in China is experiencing rapid growth, with the market size showing exponential increases, and over 20 billion yuan in financing reported in the first half of 2025 [3] - Noli Co., Ltd. is strategically positioning itself in the intelligent and high-end development of robotics, having initiated research and development in embodied intelligent robots at the end of last year and forming a collaborative laboratory with Zhejiang University [3] - The company has successfully transitioned from traditional material handling equipment manufacturing to becoming a comprehensive solution provider for intelligent internal logistics systems, actively investing in emerging industries related to smart manufacturing, industrial IoT, AI, and embodied robots [3] Future Development - The chairman of Noli Co., Ltd., Ding Yi, stated that the company will continue to increase R&D investment in artificial intelligence, digitalization, and AI large model applications, focusing on AGV and embodied intelligent logistics robot technology [4] - The goal is to establish a globally leading smart logistics innovation center, driving the transformation of the traditional logistics manufacturing forklift industry towards high-end, intelligent, and green development through technological breakthroughs and collaborative ecosystem growth [4]