8月6日，《上海市具身智能产业发展实施方案》（下称《方案》）正式印发。 《方案》明确，到2027年，实现具身模型、具身语料等方面核心算法与技术突破不少于20项；建设不少于4个具身智能高质量孵化器，实现百家行业骨 干企业集聚、百大创新应用场景落地与百件国际领先产品推广，上海具身智能核心产业规模突破500亿元，实现具身智能"模力聚申"。 加快构建全链条技术自主创新体系 "500亿元是以当前发展速度计算的核心产业规模目标。"上海市经济信息化委人工智能处相关负责人表示，具身智能产业链很长，其中一项技术突破， 就有可能产生远不止于此的"乘数效应"。 19-2 .... ...... ...... . . . . . . ant ..... ....... ....... ....... ...... al 0137 / D / 1 1 ) r 1 t / 7- 1 / 1 7 l / F / 1-1-1-1 / / 1 7 1 / / 1 / 1771 1 1~1 / / 12/12/ 1 / / / 1 1 1 r 1 / / 1 / 1 1~1 / / / / 11 I / / / / 7 / / 7 -1 -1- ...

Core Insights - The WAIC 2025 showcased advancements in artificial intelligence, particularly in humanoid robots and their applications in various sectors, emphasizing the transition from laboratory to practical use [1][2] - The event highlighted the significant upgrades in humanoid robots, particularly in their cognitive and operational capabilities, driven by large model technologies [1][2] - The integration of embodied intelligence in robots is expected to revolutionize industries, enhancing their operational efficiency and capabilities [3][4] Industry Developments - The National and Local Joint Innovation Center for Humanoid Robots is set to accumulate 25 million complete machine data by the end of the year, ten times the size of similar datasets from Google, enhancing the robots' generalization and emergent capabilities [2] - The introduction of robots capable of performing complex tasks in various industrial scenarios, such as nuclear power and automotive sectors, indicates a shift towards automation in traditionally labor-intensive jobs [2] - The emergence of "black light factories" and "unmanned factories" is anticipated as embodied intelligence matures, allowing robots to interact with humans and understand their environment [2] Technological Innovations - The concept of "one brain, multiple forms" is being realized, with various robots performing tasks in food preparation, repair services, and retail, showcasing the versatility of embodied intelligence [3] - Innovations in core components and design have led to humanoid robots achieving high intelligence at low costs, with performance levels comparable to top-tier robots from the US and Japan at a fraction of the cost [4] - The AI industry in China is broad, encompassing algorithm models, chips, data supply, and industry applications, with significant advancements made in models and chips, although challenges remain in high-quality data supply [4][5] Market Position - China is positioning itself as a strong competitor in the global AI landscape, transitioning from a "follower" to a "runner" and potentially a "leader" through robust policy guidance and ecosystem development [5] - The combination of extensive data resources and market potential is driving rapid development in AI technology and its integration into various industries [5]

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) showcased advancements in humanoid robots and embodied intelligence, emphasizing their applications in various sectors and the potential for transforming everyday life [1][3][11]. Group 1: Event Overview - The WAIC 2025 took place from July 26 to July 28 in Shanghai, featuring the "WAIC Skills Stage" which demonstrated the practical applications of AI technology, particularly in public services [1]. - The event included five distinct exhibition areas that illustrated a miniature model of future smart living, highlighting the integration of AI across various industries [3]. Group 2: Technological Advancements - Robots have evolved with the integration of large models, enhancing their decision-making and control capabilities [4]. - For instance, the Qinglong robot in the smart manufacturing area utilized a 2.8 billion parameter operational model based on 6 million real machine data for automated material sorting [5]. Group 3: Data and Innovation - The establishment of a humanoid robot innovation center is expected to accumulate 25 million complete machine data sets by the end of the year, significantly enhancing the robots' generalization and emergent capabilities [7]. - The innovation in humanoid robots has led to a "high intelligence, low cost" breakthrough, achieving performance levels comparable to top-tier robots at a fraction of the cost [12][14]. Group 4: Industry Implications - The AI industry encompasses a wide range of components, including algorithm models, underlying chips, data supply, and industry applications, with China making significant strides in model and chip development [14]. - The lack of high-quality data remains a core shortcoming compared to international standards, necessitating efforts to integrate and share data resources across industries [14]. Group 5: Future Outlook - The rapid development of AI technology in China is driven by strong policy guidance and ecosystem building, positioning the country as a competitive player in the global AI landscape [15].

Core Insights - The World Artificial Intelligence Conference (WAIC 2025) in Shanghai showcases over 800 companies and features more than 40 large models, 50 AI terminal products, and over 60 intelligent robots, marking a significant growth in the AI industry [1] - Shanghai has established itself as a leading AI innovation ecosystem, with 394 AI enterprises and an industry revenue exceeding 118 billion yuan, reflecting a year-on-year growth of 29% [1] - The emergence of DeepSeek has drawn global attention to China's AI capabilities, highlighting a shift towards a more accessible AI landscape where innovation can thrive [1][5] Industry Developments - Humanoid robots are gaining traction as a promising application of general artificial intelligence, with various companies showcasing their capabilities at WAIC 2025 [2] - The "Skills Stage" at WAIC features robots demonstrating traditional cultural skills and advanced capabilities in material handling, indicating a blend of technology and cultural heritage [2][3] - The introduction of new humanoid robots, such as the "Tian Gong Ultra," and advancements in heavy-duty robots like the Cyborg-R01, showcase significant technological breakthroughs in the robotics sector [3] AI Applications - The conference highlights the integration of AI with smart devices, exemplified by the launch of the Quark AI glasses by Alibaba, which incorporate advanced AI functionalities for various applications [4] - The development of AI models has accelerated since the introduction of ChatGPT, with companies like DeepSeek lowering application barriers significantly [5][6] - The emergence of innovative applications across various sectors, including healthcare and finance, demonstrates the practical impact of AI technologies [7][8] Future Innovations - The "Future Tech" section of WAIC serves as a platform for startups and creative projects, emphasizing the importance of connecting ideas with real-world applications [8][10] - Companies are focusing on enhancing content creation processes through AI, aiming to make production more personalized and engaging [9][10] - The conference showcases a variety of imaginative AI applications, from programming with simple commands to developing mental health assessment systems, reflecting the limitless potential of AI technology [10]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) commenced on July 26, 2025, in Shanghai, focusing on the theme "Intelligent Era, Shared Future" [1] - The conference aims to position itself as a global hub for AI, fostering innovation and collaboration within the AI ecosystem [1] Exhibition Highlights - The exhibition area exceeded 70,000 square meters, featuring over 800 companies and more than 3,000 cutting-edge products, marking the largest scale in history [2] - Notable exhibits included 40 large models, 50 AI terminal products, and 60 intelligent robots, with many products making their global or national debut [2] - Siemens showcased its Industrial Copilot intelligent system, allowing attendees to experience its capabilities in real production scenarios [2] Industry Growth - According to iResearch, China's AI industry is projected to grow from 213.7 billion yuan in 2022 to 269.7 billion yuan in 2024, with an average growth rate of 25.7% [3] - By the end of 2025, the market size is expected to reach 352.2 billion yuan, indicating AI's increasing integration into various sectors [3] Autonomous Driving Developments - The conference featured an autonomous driving experience with L4-level smart connected vehicles, showcasing advancements in the industry [4] - Shanghai is accelerating the development of smart transportation, with plans to issue demonstration operation licenses for intelligent connected vehicles during the conference [4] Shanghai AI Ecosystem - The number of AI companies in Shanghai has surged from approximately 1,000 in 2018 to over 10,000 in 2025, with employment rising from 100,000 to nearly 300,000 [5] - The industry scale is expected to exceed 400 billion yuan by 2024, highlighting the rapid growth of the AI sector in Shanghai [5] Global Collaboration and Governance - The conference will host numerous forums focusing on AI infrastructure, intelligent terminals, and new industrialization, promoting international dialogue on AI advancements [7] - Initiatives such as the "International AI Open Source Cooperation Initiative" aim to foster global collaboration in AI technology and governance [8] - China is increasingly playing a significant role in establishing international cooperation frameworks for AI capability building [8]

Core Insights - The article highlights the rapid advancement and application of artificial intelligence (AI) technologies in Pudong, showcasing various innovative use cases such as autonomous taxis and humanoid robots [1][2]. Group 1: AI Applications and Innovations - The Zhangjiang Moli Community is fostering the implementation of large model applications, enhancing efficiency in biomedicine and automating document generation [2][6]. - PPIO is introducing a comprehensive AI agent platform that supports various user needs, including a sandbox environment for safe AI operations and enhanced model capabilities [7]. - The "Hundred Industries Industrial Model" by LingShu Intelligent addresses key industrial challenges, improving decision-making and compliance with industry standards [10]. Group 2: Ecosystem Development - The Moli Community has attracted nearly 200 companies since its inception, creating a collaborative ecosystem for AI applications across various sectors [10][11]. - The community is positioned as a testing ground for vertical model applications, leveraging Pudong's extensive industrial base to facilitate AI deployment [11][12]. Group 3: Robotics Training and Development - The National and Local Center has established the first heterogeneous humanoid robot training ground, where over 100 robots are trained to enhance their operational capabilities [12][18]. - The training facility is designed to improve robots' skills through data-driven learning, with a goal of collecting 10 million data points this year [21]. Group 4: Autonomous Driving Initiatives - Pudong is accelerating the innovation and implementation of smart driving technologies, with significant expansions in autonomous driving testing routes [26][27]. - The upcoming World Artificial Intelligence Conference will feature various autonomous driving experiences, showcasing Shanghai's leadership in this field [26][27].

Core Viewpoint - The article highlights the rapid innovation and growth of the humanoid robot industry in China, driven by a surge in patent applications and strong support from both the upstream supply chain and downstream application scenarios [1][7]. Group 1: Innovation Speed - In 2024, the number of patent applications for humanoid robots in China reached 387, a year-on-year increase of 202.34%, following a 276.47% increase in 2023 with 128 applications [5][6]. - Over 60% of the patents are invention patents, while nearly 30% are new utility patents, indicating a strong focus on innovative technology [5]. Group 2: Industry Ecosystem - Major companies like Tencent, Huawei, and DJI are becoming the main drivers of innovation in the humanoid robot sector, with Shenzhen leading in patent applications, totaling 20,531 in 2024 [6]. - The presence of a robust manufacturing base in cities like Shenzhen provides essential support for the development of humanoid robots, with 60% to 70% of hardware costs sourced from local suppliers [7][8]. Group 3: Market Demand and Application - The practical application of humanoid robots in various industries, such as automotive and energy, is crucial for driving innovation and meeting real market needs [10]. - The increasing number of application scenarios contributes to the commercial value of humanoid robots, as they require extensive data to perform human-like actions [10]. Group 4: Investment Trends - In 2024, the Chinese robot industry saw around 200 financing events, totaling over 20 billion yuan, with humanoid robots accounting for 49% of these events [10][11]. - Shenzhen led the nation with 72 financing events, reflecting a strong early-stage investment environment in the region [11][12].