高交会被誉为"中国科技第一展"，历来是科技创新、产业发展的风向标。11月14日，第二十七届中国国 际高新技术成果交易会（简称"高交会"）在深圳国际会展中心启幕，为期三天。 开展首日，南都湾财社记者在现场看到，12号馆的宇树科技展区被围得水泄不通。展台中央，两台人形 机器人正在擂台上"激烈互殴"，出拳凶猛， 甚至有零件被打落在地。围观者举着手机，快门声不绝于 耳。 而在不远处的11号馆，一场"机器人总动员"快闪巡游正在上演，众擎、乐聚、戴盟等一众机器人企 业"组队"亮相，仿佛一支"硅基军团"。 如果说"格斗"和"巡游"是武力展示，那么"才艺秀"则展现了"精细活"。在智平方展台，通用智能机器 人"爱宝"正激情"演奏"架子鼓；另一边，晨昏线科技的机器人则在"说啥弹啥"，根据语音指令弹奏起 《我和我的祖国》。 一 人形机器人"大脑"竞速 南都湾财社记者探馆发现，无论是宇树机器人的格斗，还是智平方机器人的打鼓，看似炫技的背后，实 则是AI大模型、灵巧手、传感器等核心技术的一次集体"亮剑"。这背后，一场从"秀肌肉"转向"亮订 单"、从"展品"变为"产品"的商业竞速赛，已悄然打响。 "硬件这两年发展得非常快，下一步的挑战， ...

Group 1 - The 22nd China-ASEAN Expo features a dedicated AI pavilion showcasing advanced AI technologies from Chinese companies, enhancing visitor experience and facilitating precise business matching [1] - The introduction of AI applications supporting Vietnamese language at the expo allows exhibitors to easily connect with potential Chinese clients, making participation more efficient [1] - The signing of the upgraded China-ASEAN Free Trade Area 3.0 agreement this year provides a favorable policy environment for Chinese AI companies to expand into ASEAN markets [1] Group 2 - Chinese AI companies are at a favorable stage for entering the ASEAN market, with mature products and high demand for industrial upgrades in several ASEAN countries [2] - MYEG Group, a leading Malaysian company, collaborates with Guangxi to establish an AI innovation cooperation center, aiming to export advanced Chinese technology to ASEAN [2] - The Shenzhen-based company, Zhifang Technology, has gained popularity with its general-purpose intelligent robot "Aibao," which has led to strategic partnerships with Vietnamese firms in manufacturing and public service sectors [2] Group 3 - Lingban Technology has exceeded expectations in Guangxi, collaborating with local authorities to develop AR technology projects that enhance cultural tourism experiences [3] - The company is also working on cultural cooperation projects with Thailand, aiming to leverage Guangxi's rich cultural tourism resources to create replicable AI applications for the ASEAN market [3]

Group 1 - The 22nd China-ASEAN Expo and China-ASEAN Business and Investment Summit opened in Nanning, Guangxi, with AI as the main theme and highlight of the event [1][8] - The event featured an AI pavilion showcasing leading domestic AI companies such as Yushu, Huawei, and iFlytek, highlighting the strength of "Guangdong manufacturing" and its efforts to expand into the ASEAN market [5][8] - The introduction of smart glasses with real-time teleprompter functionality by Guangxi's Party Secretary Chen Gang symbolizes Guangxi's commitment to embracing the AI era and establishing an AI innovation cooperation center with ASEAN [2][4] Group 2 - Shenzhen Mingxin Intelligent Technology Co., Ltd. presented its AI-based "KuaFu" system for cross-border e-commerce tax compliance, which can monitor over 1,000 tax risk indicators in real-time, significantly reducing costs by approximately 90% compared to traditional methods [7] - The expo marked a significant year for China-ASEAN relations, coinciding with the signing of the 3.0 version of the China-ASEAN Free Trade Area agreement and the completion of the ASEAN Community Vision 2025 [8][9] - The event also saw the participation of around 30% new enterprises or products from ASEAN countries, indicating a fresh influx of innovation and collaboration opportunities [9]

Core Insights - The 22nd China-ASEAN Expo and Business and Investment Summit opened in Nanning, Guangxi, with AI as the main theme and highlight of the event [1][4] - The event featured an AI pavilion showcasing leading domestic AI companies such as Yushu, Huawei, and iFlytek, emphasizing the role of AI in enhancing international business opportunities [2][4] Group 1: AI Innovations - The event introduced a smart glasses product with real-time teleprompter functionality, representing Guangxi's commitment to embracing the AI era [2] - The AI pavilion attracted significant attention, with companies like Zhifang Technology showcasing their general-purpose intelligent robot "Aibao," which demonstrated various service and entertainment functions [3] Group 2: Cross-Border Opportunities - Companies like Mingxin Smart Technology presented AI-driven solutions for cross-border e-commerce, significantly reducing costs by approximately 90% compared to traditional methods [3] - The expo serves as a platform for Guangdong enterprises to explore opportunities in the ASEAN market, leveraging Guangxi's AI hub [2][3] Group 3: ASEAN Collaboration - This year marks significant milestones in China-ASEAN relations, including the signing of the 3.0 version of the China-ASEAN Free Trade Area agreement [4][5] - ASEAN countries are increasingly focusing on digital and AI collaboration, with Cambodia expressing support for international cooperation in AI capability building [5] Group 4: New Products and Participation - Approximately 30% of ASEAN exhibitors are debuting new products at the expo, indicating a fresh wave of innovation and collaboration [6] - Over 70 foreign purchasing groups have confirmed their participation, aiming to explore new business opportunities in AI and related sectors [6]

Core Viewpoint - Zhifang Technology has successfully completed a new round of Series A financing led by Shenzhen Capital Group, with significant participation from existing shareholders and new industry capital, aimed at enhancing its GOVLA model and AlphaBot series robots, as well as expanding production lines and global market reach [1][2]. Financing and Investment - This round is part of seven financing rounds totaling hundreds of millions completed by the company in the past six months, indicating strong investor confidence [2]. - Previous financing rounds included investments from various institutions, showcasing a diverse funding base [2]. Company Advantages - **Technological Leadership**: Zhifang is one of the few domestic companies with full-stack self-research capabilities in embodied intelligence, demonstrating significant technological barriers and advantages in domestic autonomous large models and general-purpose robots [3]. - **Commercialization Capability**: Unlike many teams still in the experimental phase, Zhifang has shown a clear path to commercial application, collaborating with large enterprises and industry partners to convert technology into scalable products [3]. - **Team and Strategic Insight**: The founding team possesses solid academic backgrounds and industry experience, balancing forward-thinking and execution in the long-term embodied intelligence sector [3]. Application Scenarios - Zhifang is focusing on transitioning from "semi-structured" to "unstructured" commercial application scenarios, with implementations in automotive manufacturing, semiconductors, biotechnology, and public services, establishing industry benchmarks [4]. Product Deployment - The company's flagship general-purpose robot "Aibao" has been deployed in various real-world scenarios, including tasks in leading automotive factories and sterile environments, showcasing its operational capabilities [7]. - Aibao is set to launch in major city airports in Q3, indicating its readiness for more complex public space tasks [7]. Strategic Partnerships - Zhifang's rapid development is supported by strong foundational computing power from NVIDIA, utilizing their GPUs for model training and algorithm development [8]. - The company effectively leverages NVIDIA's Isaac Sim simulation platform to replicate real-world scenarios, accelerating model testing and validation [8].

Core Insights - Zhifang Technology has recently completed a new round of Series A financing led by Shenzhen Capital Group, with over 100 million yuan invested by the lead investor [1] - The funding will be used for the continuous iteration of the GOVLA large model and AlphaBot series robots, expansion of self-built production lines, and global market development [1] - The establishment of a party branch within Zhifang, supported by Shenzhen Capital Group, marks a significant milestone as it is the first party organization in the robotics industry for the investor [1] Financing Overview - This round is part of seven rounds of financing totaling hundreds of millions completed by the company in the past six months [2] - Previous funding rounds included investments from Guozhong Capital, PwC Capital, and other institutions [2] Competitive Advantages - The company possesses a leading technological edge, being one of the few domestic enterprises with full-stack self-research capabilities in embodied intelligence, particularly in domestic autonomous large models and general-purpose robots [3] - Zhifang has demonstrated a clear commercialization path, moving beyond laboratory stages to real-world applications and partnerships with large enterprises [3] - The founding team has a solid academic background and industry experience, balancing forward-thinking and execution in the long-term embodied intelligence sector [3] Application and Implementation - The company's flagship general-purpose robot "Aibao" has been deployed in various real-world scenarios, showcasing its capabilities in tasks such as material handling and quality inspection in sterile environments [4] - The company’s own factory is set to commence production in September, marking a transition to a closed-loop model of self-research, manufacturing, and delivery [4] - Zhifang was invited to showcase its technology at NVIDIA's core exhibition area, highlighting its robot's capabilities in spatial awareness and task execution [4] Strategic Partnerships - Zhifang's rapid development is supported by NVIDIA's powerful underlying computing capabilities, utilizing NVIDIA GPUs for model training and algorithm development [5] - The company effectively leverages NVIDIA's Isaac Sim simulation platform to replicate real-world scenarios, accelerating model testing and validation [5]

Core Insights - The 2025 World Artificial Intelligence Conference showcased advanced AI technologies from Guangdong, emphasizing their applications in various sectors such as industry, manufacturing, and agriculture [1] Group 1: Robotics and AI Innovations - The conference featured impressive humanoid robots, including the G1 robot from Tencent, which demonstrated advanced conversational abilities and environmental awareness, impressing attendees [2] - The "Aibao" robot from Zhifang showcased its drumming skills, having learned a piece in just 24 hours, achieving a striking performance with rapid and accurate strikes [6] - The "Dawatt" humanoid robot, developed by Southern Power Grid, exhibited capabilities in power system tasks, including autonomous inspections of substations, marking a significant advancement in the integration of AI in the energy sector [7] Group 2: Industry Applications and Ecosystem Development - The conference highlighted the importance of ecological development in AI, with companies like NetEase launching the "Lingjue" model for open-pit mining, aiming for industry-wide collaboration by 2027 for unmanned operations [6] - The "Wukong" robot, designed for high-risk live operations, was introduced by the Guangzhou Power Supply Bureau, showcasing the trend of replacing traditional labor with advanced robotics in hazardous environments [8]

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) showcased cutting-edge AI technologies, including robotics and embodied intelligence, highlighting Guangdong's advancements in the AI sector [1] - The conference featured interactive robots, such as the humanoid robot G1 from Tencent, which demonstrated advanced voice dialogue, environmental perception, and decision-making capabilities [2] - The general-purpose intelligent robot Aibao showcased its drumming skills, performing at a speed of one strike every 0.375 seconds, indicating significant advancements in robotics and machine learning [3] Group 2 - Embodied intelligence combines AI and robotics, with Guangdong companies focusing on enhancing technological capabilities and ecosystem development to promote AI adoption [4] - NetEase introduced the world's first embodied intelligence model "Lingjue" designed for open-pit mining excavators, aiming to achieve unmanned operations in over 30 mines by 2027 through a collaborative industry initiative [4] - The "Kua Fu" robot demonstrated its capabilities as a "smart mover," showcasing multi-machine collaboration and intelligent sorting solutions at the conference [4] Group 3 - Xiaoma Zhixing, an autonomous driving company, launched Robotaxi services around the Expo Exhibition Hall, allowing citizens to experience future transportation innovations [5] - The company is advancing its "thousand-vehicle" fleet deployment plan to validate its business model through large-scale operations [6]

Group 1 - The third China International Supply Chain Promotion Expo was held in Beijing from July 16 to 20 [1] - The company Zhifang Intelligent showcased its self-developed general-purpose intelligent robot "Aibao" at the NVIDIA core exhibition area [1] - Aibao demonstrated core capabilities in spatial perception, rapid learning, full-body motion coordination, and task planning execution [1]

Group 1: Robotics and Manufacturing - The domestic general-purpose intelligent robot "Aibao" developed by Zhifang will be deployed in Dongfeng Liuzhou Automobile Factory for various intelligent operations, marking the first full-scene validation of a domestic embodied large model in automotive manufacturing [1] - This collaboration signifies a milestone in robotic technology innovation and reflects the direction of China's intelligent manufacturing, allowing workers to focus on higher-value tasks after robots take over repetitive labor [1] Group 2: Aviation and Transportation - The Guangzhou Baiyun International Airport T3 terminal project is nearing completion and is expected to be operational within the year, enhancing the airport's capacity to over 120 million passengers and 3.8 million tons of cargo annually [2] - The T3 terminal will position Guangzhou Baiyun International Airport as a key node in the Guangdong-Hong Kong-Macao Greater Bay Area's transportation network, providing a new growth point for the regional economy [2] Group 3: Tourism and Economic Impact - In the first five months of this year, Hong Kong welcomed approximately 20 million visitors, with mainland visitors increasing by about 10% and overseas visitors by 18% [3] - Major events in Hong Kong are expected to attract around 840,000 tourists, generating an estimated consumption of HKD 3.3 billion and an economic value added of HKD 1.8 billion [3] Group 4: Marine Economy - Guangdong Province's marine production value is projected to exceed CNY 2 trillion in 2024, maintaining its position as the highest in the country for 30 consecutive years, with a nominal growth of 5.4% year-on-year [4] - The marine economy contributes 14.1% to the regional GDP and accounts for 27.3% of the province's nominal economic growth, driving a 0.7 percentage point increase in regional economic growth [4] Group 5: Stock Market Performance - The Shenzhen Component Index closed at 10,183.70 points, down 0.19% on June 6 [5] - Notable gainers in the Shenzhen market included Xinnuo Wei and Haichen Pharmaceutical, both rising by 20%, while Longjin Tui saw a significant decline of 36.28% [6]