新华社北京11月19日电（记者高亢）"十五五"规划建议中提出，前瞻布局未来产业，推动具身智能等成为新的经济增长点。这将进一步推动具身 智能从"实验室技术"迈向"规模化应用"，让"有身体的智能"走进寻常生活。 10月24日，在安徽合肥，研发人员使用VR设备进行机器人遥操作，用于动作捕获采集数据。新华社记者周牧摄 何为具身智能？ 简单说，就是给人工智能装上"身体"、长出"血肉"，让它拥有"最强大脑"和"灵活四肢"。与我们熟悉的语音助手、图像识别等智能应用不同，具 身智能是拥有物理载体，可以"感知-决策-行动-反馈"的智能系统，它让人工智能实现了"知"到"行"的关键跨越。 DeepSeek等国产人工智能大模型火爆出圈；我国连续12年稳居全球第一大工业机器人应用市场，2024年中国市场工业机器人销量达30.2万台； 2024年，我国自主品牌工业机器人应用范围已累计覆盖国民经济71个行业大类……当前，我国具身智能产业发展虽处于起步期，但在大模型研发 和机器人制造等方面已具有较好基础。 当AI有了"大脑"和"身体"，将带来哪些改变？ 从产业维度看，它是推动制造业升级的"倍增器"。具身智能新产品助力智能制造，有望在提升生产 ...

何为具身智能？ 新华社北京11月19日电（记者高亢）"十五五"规划建议中提出，前瞻布局未来产业，推动具身智能等成为新的经济增长点。这将进一步推动 具身智能从"实验室技术"迈向"规模化应用"，让"有身体的智能"走进寻常生活。 简单说，就是给人工智能装上"身体"、长出"血肉"，让它拥有"最强大脑"和"灵活四肢"。与我们熟悉的语音助手、图像识别等智能应用不 同，具身智能是拥有物理载体，可以"感知-决策-行动-反馈"的智能系统，它让人工智能实现了"知"到"行"的关键跨越。 DeepSeek等国产人工智能大模型火爆出圈；我国连续12年稳居全球第一大工业机器人应用市场，2024年中国市场工业机器人销量达30.2万 台；2024年，我国自主品牌工业机器人应用范围已累计覆盖国民经济71个行业大类……当前，我国具身智能产业发展虽处于起步期，但在大模型 研发和机器人制造等方面已具有较好基础。 10月24日，在安徽合肥，研发人员使用VR设备进行机器人遥操作，用于动作捕获采集数据。新华社记者 周牧 摄 展望"十五五"，我国将推动机器人产业与人工智能等新技术深度融合，围绕具身智能应用场景需求，加速技术创新和迭代。未来，具身智能 将来到 ...

新华社北京11月19日电（记者高亢）"十五五"规划建议中提出，前瞻布局未来产业，推动具身智能等成为新的经济增长点。这将进一步推动具身 智能从"实验室技术"迈向"规模化应用"，让"有身体的智能"走进寻常生活。 10月24日，在安徽合肥，研发人员使用VR设备进行机器人遥操作，用于动作捕获采集数据。新华社记者 周牧 摄 9月5日，在沈阳的2025全球工业互联网大会的展览区现场，中国科学院沈阳自动化研究所的机器人工程师在调试具身智能操作系统。新华社记者 李钢 摄 当AI有了"大脑"和"身体"，将带来哪些改变？ 从产业维度看，它是推动制造业升级的"倍增器"。具身智能新产品助力智能制造，有望在提升生产效率的同时，带动传感器、精密电机、控制芯 片等关键部件的迭代升级。 从民生维度看，它有望破解一系列行业痛点。养老院的护理机器人将减轻护工负担；家政机器人走入家庭，照顾人们生活起居；物流系统中的配 送机器人将让物资流转效率继续提升。 在全球科技竞争中，具身智能已成为各界瞩目的新赛道，谁掌握核心技术，就将拥有未来产业的话语权。 从2023年《人形机器人创新发展指导意见》出台，到今年"具身智能"首次写入政府工作报告……在政策推动下 ...

简单说，就是给人工智能装上"身体"、长出"血肉"，让它拥有"最强大脑"和"灵活四肢"。与我们熟悉的 语音助手、图像识别等智能应用不同，具身智能是拥有物理载体，可以"感知-决策-行动-反馈"的智能系 统，它让人工智能实现了"知"到"行"的关键跨越。 DeepSeek等国产人工智能大模型火爆出圈；我国连续12年稳居全球第一大工业机器人应用市场，2024 年中国市场工业机器人销量达30.2万台；2024年，我国自主品牌工业机器人应用范围已累计覆盖国民经 济71个行业大类……当前，我国具身智能产业发展虽处于起步期，但在大模型研发和机器人制造等方面 已具有较好基础。 当AI有了"大脑"和"身体"，将带来哪些改变？ 在全球科技竞争中，具身智能已成为各界瞩目的新赛道，谁掌握核心技术，就将拥有未来产业的话语 权。 新华社北京11月19日电（记者高亢）"十五五"规划建议中提出，前瞻布局未来产业，推动具身智能等成 为新的经济增长点。这将进一步推动具身智能从"实验室技术"迈向"规模化应用"，让"有身体的智能"走 进寻常生活。 何为具身智能？ 从产业维度看，它是推动制造业升级的"倍增器"。具身智能新产品助力智能制造，有望在提升生产效 ...

Core Insights - DoorDash reported third-quarter earnings that exceeded revenue and order value expectations, but rising operational costs led to profits falling short of forecasts, resulting in a significant drop in stock price post-announcement [1][4] Financial Performance - Total order value increased by 25% year-over-year to $25 billion, surpassing analyst expectations of $24.6 billion, marking the largest growth since mid-2023 [1] - Revenue grew by 27% year-over-year to $3.45 billion, exceeding the market expectation of $3.36 billion [1] - Total costs and expenses surged by 23% year-over-year from $2.6 billion to $3.19 billion [4] - Net profit rose significantly from $162 million ($0.38 per share) to $244 million ($0.55 per share), but fell short of the market expectation of $0.69 per share [4] Strategic Investments - The company plans to increase spending on new products by several hundred million dollars by 2026, alongside investments in internal platforms to enhance operational stability and product development speed [4][5] - DoorDash is focusing on improving developer efficiency through AI tools as part of its investment strategy [4] - The company has engaged in a series of acquisitions, including the recent purchase of Deliveroo, to expand its international presence and enhance restaurant services [6] Future Outlook - DoorDash anticipates continued growth momentum, projecting total order value for the fourth quarter to be between $28.9 billion and $29.5 billion, with adjusted EBITDA expected to range from $710 million to $810 million [6] - The contribution from Deliveroo is expected to add approximately $45 million to the fourth-quarter earnings, with a projected long-term profit increase of about $200 million by 2026 [6]

Core Insights - The robot industry in China has experienced rapid growth in production and revenue in the first three quarters of 2025, with a year-on-year revenue increase of 29.5% [4]. Group 1: Production Growth - The production of industrial robots reached 595,000 units, while service robots totaled 13.5 million sets, both surpassing the total production for the entire year of 2024 [4]. - The performance and quality of robot products have significantly improved, with successful development of high-performance industrial robots in areas such as heavy load, welding, spraying, and mobile operations [7]. Group 2: Component Development - The capability for robot components has steadily enhanced, with breakthroughs in key components such as high-precision reducers, high-performance servo systems, and intelligent controllers [9]. Group 3: Technological Integration - Since 2025, advancements in artificial intelligence technology have accelerated, leading to deeper integration with robotics, transforming robots from simple functional equipment to intelligent partners capable of perception, decision-making, and autonomous execution [11].

Group 1 - The aging population in South Korea is leading to increased labor costs, resulting in a rise in the use of service robots from China in restaurants, hotels, and supermarkets [2] - According to IDC, Roborock holds over 50% market share in the South Korean vacuum cleaner market, with more than 70% share in the high-end segment [2] - Shanghai Qianlang Intelligent Technology Co., Ltd. offers delivery robots that autonomously deliver items such as room supplies and takeout, while their cleaning robots can perform multiple cleaning functions, reducing labor costs and optimizing resource allocation [4] Group 2 - Chinese robotics companies are rapidly expanding into the South Korean market, with products ranging from cleaning robots to industrial applications [6] - Hangzhou Yunshenchu Technology Company focuses on developing quadruped robots for inspection tasks in construction sites and underground pipelines, aiming to replace human workers to ensure their safety [6]

Group 1 - Xi Jinping's visit to South Korea from October 30 to November 1 is expected to enhance political trust and deepen bilateral economic cooperation between China and South Korea [1][3] - The visit is seen as a significant opportunity to promote friendly relations and inject new momentum into regional peace and development [3][5] - The bilateral trade volume between China and South Korea reached $328.08 billion in 2024, marking a 5.6% increase, with China being South Korea's largest trading partner for 21 consecutive years [6][8] Group 2 - The visit is anticipated to strengthen cooperation in various sectors, including high-end manufacturing, logistics, and emerging fields like digital economy and artificial intelligence [8][10] - There is a strong belief among business leaders that the high-level exchanges will boost confidence and support local development for companies operating in both countries [8][10] - Cultural exchanges and mutual understanding are emphasized as essential for solidifying the foundation of bilateral relations, with increased tourism and people-to-people interactions noted since the implementation of a visa waiver policy [11][14]

Core Insights - In Japan, rising labor costs and increased demand for delivery services have led many large logistics companies and convenience stores to experiment with using robots for home delivery [1] - In a pilot area in western Tokyo, convenience stores have begun testing robot delivery services, with robots capable of delivering goods to over 25,000 residents within a 3-kilometer radius in an average of 20 minutes [1] - Approximately one-third of delivery services are now being chosen by users to be handled by robots, which helps alleviate the burden on human delivery personnel, especially during adverse weather conditions [1] Industry Developments - Several large logistics companies and retail enterprises in Japan are initiating pilot programs for robot delivery services [1] - Robots currently being tested possess visual recognition capabilities, allowing them to autonomously navigate complex environments and avoid obstacles, with each robot costing around 100,000 RMB [1] - The 3D laser radar used in these robots is sourced from a Chinese manufacturer, highlighting international collaboration in technology [2] Challenges - The widespread adoption of delivery robots in Japan faces two main challenges: the need for continuous improvement of sensory systems to adapt to Japan's narrow roads and complex urban environments, and the time required to cultivate public acceptance of robot usage [2] - Strict legal regulations in Japan also pose significant hurdles for testing and deploying delivery robots in various environments [2]

Group 1 - The core viewpoint of the articles highlights the increasing presence and market share of Chinese service robots in South Korea, particularly in the cleaning and delivery sectors, driven by the aging population and rising labor costs [1][2][3] - Stone Technology holds over 50% market share in the South Korean vacuum cleaner market, with more than 70% in the high-end segment, attributed to its product capabilities tailored to local consumer preferences for hygiene and convenience [1] - The introduction of delivery robots by companies like Shanghai Qingtian Intelligent Technology has improved operational efficiency and customer satisfaction in the hospitality sector, showcasing the practical benefits of automation [2] Group 2 - The Korean robotics industry has been a leader in education, nursing, and industrial manufacturing, but is now facing competitive pressure from Chinese companies that are transitioning from "technology learners" to "innovation leaders" [2] - There is significant potential for collaboration between China and South Korea in emerging industries such as digital economy, green transformation, and artificial intelligence, leveraging China's data resources and South Korea's advanced semiconductor capabilities [3] - The expansion of Chinese robots into the South Korean market reflects not only the innovation strength of Chinese manufacturing but also a new pattern of industrial interaction and cooperation between the two countries [3]