图为店内商品服务机器人正在抓取商品。陈选斌 摄 图为店内商品服务机器人将饮料交付顾客。陈选斌 摄 来源：中国新闻网 成都街头现机器人零售店员 图为小朋友与店门口的迎宾导览机器人互动。陈选斌 摄 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 编辑：徐世明 图为成都街头以机器人为店员的零售店。陈选斌 摄 广告等商务合作，请点击这里 ...

Group 1 - The world's first comprehensive sports event focused on humanoid robots, the World Humanoid Robot Games, will be held from August 14 to 17, 2025, at the National Speed Skating Stadium in Beijing, China, featuring 280 teams and over 500 humanoid robots competing in 26 events and 538 competitions [1] - The event will showcase a globally pioneering 5V5 football match controlled entirely by AI algorithms without any human operation, highlighting the advancements in humanoid robotics [1] - The company and several invested enterprises will participate in the event to demonstrate their deep accumulation and investment achievements in embodied intelligence through "technology competition + scenario validation" [1] Group 2 - A robot technology experience store will be established outside the west gate of the National Speed Skating Stadium, providing a platform for visitors to experience technology firsthand [1] - The experience store will showcase nearly 200 products from over 50 partner companies, covering various fields such as smart home, children's education, and smart wearables [1] - Fun projects like welcoming guide robots, AI mahjong, robotic arms for delivery, and smart leisure experiences will allow visitors to intuitively feel the application potential of robots in daily life [1] Group 3 - To thank the market for its long-term support, the group will select 88 lucky audience members through a lottery to witness the leading humanoid robot technology live [2] - All registered audience members will enter a lottery pool, and lucky winners will receive formal invitations by email or SMS before 3 PM on August 14, 2025 [2] - The limited spots for the event encourage timely registration for those interested in attending [2]

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 ...