日，"I AM HERE春熙 智造驱动未来"机器人沉浸式互动体验展于成都春熙路商圈启幕。兴锦商投公司 供图 10月7 商圈里的"科技秀场"：从互动到消费的沉浸体验 "机器狗会翻跟头，还能听懂指令，太神奇了！"来自重庆的游客李先生举着手机拍摄，镜头里一只机器 狗正在人群中灵活避障。国庆中秋假期刚过，春熙路上的机器人热潮未减，首程控股"陶朱新造局"西南 首秀更添新热度，打造了"沉浸交互+现场体验+即时购买"的消费新路径。 在300余平方米的体验空间内，仿生机器人、助教机器人、AI聊天机器人等20余件展品错落陈列，涵盖 具身智能、教育运动等多元场景。一旁的智能乐器区，"恩雅赛博吉他"与"拿火精灵无弦吉他"不时响起 旋律，蓝牙灭噪耳机、AI智能音频泳镜等穿戴设备，让科技体验渗透生活细节。 中新网成都10月10日电 (王利文 宋路易)10月10日的四川成都春熙路商圈，科技感与烟火气交织蔓延： 身着川剧行当装饰的"春熙六宝"机器人不时送上"歪头杀"，"G1人形机器人"正展示灵活步态，孩子们围 着"元萝卜AI下棋机器人"切磋棋艺。由成都兴锦商业投资服务有限责任公司(下称"兴锦商投公司")主办 的"I AM HERE春熙 智 ...

Group 1 - The core viewpoint of the news highlights the rapid development of the artificial intelligence (AI) industry in Sichuan, with significant investments and a focus on enhancing computing power and AI applications [1][2][4] - Sichuan's AI industry chain office announced 10 computing power demands, including a proposed investment of 2 billion yuan in the Mianyang Economic Development Zone AI Computing Center and 330 million yuan for the Meishan Big Data Center transformation project [1][2] - The "Tianfu Gathering Strength, Smart Chain Future" AI industry conference attracted over 1,000 participants, showcasing advancements in AI technologies and products, including robots for various applications [1][4] Group 2 - The demand for computing power is increasing rapidly in the robotics industry, with a focus on expanding computing infrastructure to reduce application costs and accelerate deployment [2][3] - A "computing power supermarket" concept was introduced, allowing enterprises to select cost-effective computing solutions tailored to different AI training and inference scenarios [3] - The integration of AI technologies with industry needs is emphasized as a key to future development, with plans for collaboration between enterprises, universities, and research institutions [4][6] Group 3 - AI agents, capable of perceiving environments and taking actions to achieve specific goals, are identified as a significant trend in 2023, with a focus on their autonomous and interactive capabilities [5][6] - The combination of large models and AI agents is driving industry transformation, with applications in e-commerce and industrial production to enhance efficiency [6] - Sichuan is accelerating its layout in AI agents, with numerous projects identified in the supply-demand list, indicating a push towards new heights in artificial intelligence [6]

Core Viewpoint - Chengdu has launched the second batch of robots and AI practical verification activities, showcasing 13 products from six companies in prominent cultural and tourism venues, aiming to test and validate their performance in real-world scenarios [5][9]. Group 1: Event Overview - The second batch of practical verification activities for robots and AI started on August 21, featuring products in two major cultural and tourism locations: Chengdu Research Base of Giant Panda Breeding and Chengdu Natural History Museum [5][6]. - This initiative follows the first batch of verification activities, focusing on more specific application scenarios for product testing [5][6]. Group 2: Product Highlights - Featured robots include "Xiao Zha," a robot based on the character Nezha, capable of autonomous navigation, environmental recognition, and guided tours [8]. - The world's first bipedal walking intelligent bionic dinosaur robot was showcased, accurately mimicking dinosaur appearance and movements, with capabilities for natural walking, emotional expression, and voice interaction [8]. - The "Deng Ba" robot, equipped with advanced bionic gait control and multi-modal emotional perception technologies, was also presented [8]. Group 3: Testing and Feedback - The practical verification aims to enhance the robots' motion control precision and endurance in complex environments, ensuring stability in real-world applications [8]. - User feedback will be utilized to optimize interaction design details, improving overall user satisfaction [8]. Group 4: Market Potential and Development - Chengdu's rich cultural tourism resources and large consumer market provide a high-traffic testing ground for the development of AI and robotics industries [9]. - The showcased products primarily focus on the integration of cultural tourism, demonstrating their potential in high-traffic, representative scenarios [9]. Group 5: Iteration and Improvement - Following the first verification phase, several products have undergone significant improvements, such as the "Xiao Zha" robot, which has received procurement interest from multiple organizations [10]. - The INMO GO2 smart glasses have improved translation accuracy to over 95%, along with enhancements in comfort and display clarity [10][11]. - The naked-eye 3D holographic display device has been upgraded for better daytime visibility and has doubled its display area with new engineering-grade modules [11].

Group 1 - The Chengdu World University Games showcases the integration of technology and sports, featuring various robots and innovative cooling solutions for athletes and spectators [7][11][13] - The "Dengba" robot, designed for interactive performances, and the "Xiao Zha" robot, which provides navigation services, highlight local technological advancements [9][10] - Advanced cleaning robots are employed to maintain the quality of competition pools, demonstrating the use of technology in event management [9] Group 2 - Cooling vests and hats designed for staff and volunteers effectively reduce heat absorption and enhance comfort during outdoor events [11] - The Chengdu Smart Traffic System optimizes traffic flow through real-time monitoring and signal adjustments, ensuring smooth transportation during the games [10] - Various robots, including delivery and retail robots, enhance the experience for athletes and visitors in the Chengdu Athletes' Village [13]

Market Overview - The technology sector continues to show strong performance, with the AI and robotics sectors achieving five consecutive days of gains. The Huaxia AI ETF (89010) closed up 0.78%, with leading stocks like Lingyun Optics rising 4.78% and Tianzhun Technology up 4.28% [1] - The Robotics ETF (562500) increased by 1.39%, with nearly 60 constituent stocks in the green. Leading stocks included Jingpin Special Equipment up 9.86% and Zhongdali De up 7.76% [1] - The trading volume reached 9.61 billion yuan, with a turnover rate of 6.20%, indicating strong market liquidity. The Robotics ETF experienced a slight outflow of 0.09 billion yuan, likely due to profit-taking, but has attracted over 600 million yuan in the last 10 trading days [1] Key Developments - OpenAI launched a new ChatGPT agent capable of autonomous task management, marking a significant advancement in AI technology for automation [2] - The world's first bipedal robot designed for commercial travel, named "Dengba," was unveiled, featuring a unique bionic gait control system [2] - A new type of robot developed by Columbia University can "self-grow" by absorbing materials from its environment, representing a step towards sustainable robotic ecosystems [2] Institutional Insights - According to Zhonghang Securities, 2025 is projected to be the year when humanoid robots enter mass production, with positive developments from companies like Tesla, Figure, NVIDIA, and Yushun. The industry is characterized by a diverse range of players and evolving software capabilities [3] Popular ETFs - The Robotics ETF (562500) is the only fund in the market with over 10 billion yuan in assets, offering the best liquidity and comprehensive coverage of the Chinese robotics industry [4] - The Huaxia AI ETF (589010) is positioned as the brain of robotics, with a 20% fluctuation range and flexibility in small and mid-cap stocks, aimed at capturing pivotal moments in the AI industry [4]

Group 1: Energy Storage and Capacitors - The international standard for supercapacitors in energy storage, proposed by China, has been successfully established with support from countries like Germany, Japan, and Finland, marking a significant milestone in the industry [1] - The global installed capacity of supercapacitors for energy storage has surpassed 1GW and is expected to reach between 5GW and 10GW by 2030, indicating a clear industry trend [1] - Dongyang Sunshine focuses on the innovation and development of electronic materials, including supercapacitors, with a production capacity of approximately 1.4 billion capacitors annually [2] Group 2: Automotive Industry and Tesla - Tesla has introduced a six-seat version of the Model Y, with analysts optimistic about the core Tier 1 suppliers in the supply chain despite competitive pressures in the domestic market [3] - Tesla aims to reduce production costs of the Model Y by at least 20% by 2026, while also planning a special six-seat version for the Chinese market [3] - Wuzhou Xinchun supplies high-end bearing components to leading manufacturers, including those in the electric vehicle sector, showcasing the interconnectedness of the automotive supply chain [4] Group 3: Pharmaceutical Industry - China National Pharmaceutical has agreed to acquire a 95.09% stake in Lixin Pharmaceutical for up to $950 million, enhancing its position in the innovative drug development sector [6] - The acquisition is expected to bolster the capabilities of China National Pharmaceutical, which is recognized for its efficient R&D team and valuable innovation pipeline [6] - The pharmaceutical sector is witnessing significant advancements in AI-driven drug development, which could accelerate growth and improve valuations for related companies [6] Group 4: Cross-Border Payment Systems - The cross-border payment system has expanded to 17 banks in Hong Kong, enhancing the connectivity between mainland China and Hong Kong for instant payment services [7] - The stablecoin market is experiencing rapid growth, with transaction volumes projected to exceed $27.6 trillion in 2024, surpassing traditional payment systems like Visa and Mastercard [7] - Companies like Kela Software and Yuxin Technology are actively involved in building cross-border payment systems for domestic and international clients, indicating a robust market for payment solutions [8] Group 5: Robotics and Automation - The world's first bipedal robot specialized for cultural and tourism applications has been launched, showcasing advancements in robotics technology [9] - The bipedal robot is set to perform at the 2025 Chengdu World Games, highlighting the growing interest and investment in humanoid robotics [9] - Companies like Xiasha Precision and Double Forest Co. are developing components for humanoid robots, indicating a burgeoning market for robotics applications [10] Group 6: Carbon Fiber Industry - The carbon fiber market in China is projected to reach approximately 17.14 billion yuan in 2024, with an 8.16% year-on-year growth in production [11] - The price of T300-grade carbon fiber has decreased by 70%, making it more accessible for various industries, including aerospace and automotive [11] - Companies like Zhongjian Technology and Jilin Chemical Fiber are enhancing their carbon fiber product offerings, capitalizing on the growing demand in high-end applications [12] Group 7: Solar Energy Industry - The photovoltaic industry is experiencing a recovery phase, driven by policies aimed at high-quality development and a shift away from previous "involution" challenges [13] - Companies like Tongwei Co. and China National Electric are expanding their solar project capacities, with significant orders and production capabilities in place [13] - The collaboration between industry players and government initiatives is expected to foster growth and innovation in the solar energy sector [13]