潮新闻客户端 评论员 项向荣 2025年中国国际服务贸易交易会（简称服贸会）再度启幕，这不仅是一场全球服务贸易的盛会，更成为中国经济结构转型的缩影。在这一舞台上，浙江企业 正实现以从卖产品到卖服务的跨越。 传统贸易产品销售多为一次性交易，而通过提供服务，比如订阅、维护、解决方案等，可为公司带来比单纯销售产品更高的利润空间和更低的复制成本，有 助于企业在全球价值链中向上攀升，增强企业抗风险能力。服贸会的十三年来，我国服务贸易发展势头迅猛。数据显示，2020-2024年居民服务性消费支出 年均增长9.6%，占比达到46.1%。今年上半年，我国服务进出口总额达到3.9万亿元，同比增长8%。中国的消费形态已逐步从商品消费为主，转向服务消费 占比持续提升、商品消费与服务消费并重的新阶段。这是一个新的历史机遇。 在这一历史性的转变过程中，浙江企业以其敏锐的市场嗅觉和敢为人先的精神，精准把握时代脉搏。浙江作为中国数字经济与实体经济融合发展的先导区， 早已不满足于仅是世界工厂的一环。数据表明，今年上半年浙江服务贸易同比增长达14.2%，高于全国平均水平，其中的数字贸易占比近4成，科技服务的 含量占比尤其高。 浙江服务贸易的跃 ...

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The embodied intelligence industry is experiencing significant growth, with a notable order volume from companies like Youlu Robotics, which has surpassed 660 million yuan in orders as of March 2025 [3][9] - The industry is characterized by a "left-brain" and "right-brain" division, where the left brain represents language models and the right brain focuses on physical models, leading to innovative products like the LPLM-10B model developed by Youlu Robotics in collaboration with Alibaba Cloud [5][10] - The market is seeing a surge in investment, with over 1.6 billion yuan raised in the first quarter of 2025 alone, indicating strong investor interest in the sector [14] Summary by Sections Section 1: Industry Overview - The embodied intelligence sector is defined as systems that interact with the environment through physical entities like robots, capable of perception, cognition, decision-making, and adaptive actions [4] - The industry has established a full supply chain centered around "brain, cerebellum, and body," with the brain responsible for perception and action [4] Section 2: Key Players and Orders - Major players in the embodied intelligence market include Youlu Robotics, Zhiyuan Technology, Qunchu Intelligent, and Xiaoyu Intelligent, with Youlu Robotics leading in order volume [10] - Youlu Robotics has secured significant contracts, including a 60 million yuan order from a leading cleaning equipment manufacturer and a total of 600 million yuan in orders by March 2025 [3][10] Section 3: Investment Landscape - The investment landscape for the embodied intelligence industry has seen multiple financing events, with over 1.6 billion yuan raised in 2025 alone, highlighting the sector's attractiveness to investors [14] - Notable companies like Youlu Robotics and Zhiyuan Technology have successfully completed significant funding rounds, indicating robust market confidence [14] Section 4: Market Applications - The primary applications for embodied intelligence are concentrated in industrial sectors, including cleaning, manufacturing, and welding, with a strong demand for automation solutions [10][20] - The report emphasizes the importance of commercial viability and the sustainability of orders, with a focus on the need for ongoing development in both hardware and software to meet market demands [20]

Group 1: Event Overview - The 27th China Beijing International Science and Technology Industry Expo was held from May 8 to 11, showcasing cutting-edge technology, cross-industry innovations, and application demonstrations [1][3] - The expo featured over 800 domestic and international enterprises, with an exhibition area of 50,000 square meters, more than doubling the size from the previous year [3] Group 2: Robotics Focus - Robots were the highlight of the expo, with various models attracting significant attention, including the N2 robot "Little Rascal" and the champion robot "TianGong Ultra" [2][3] - The TianGong family introduced the TianGong Lite, which offers open-source capabilities and is designed for various applications, with a new model, TianGong 2.0, set to launch soon [2] Group 3: Market Applications - Several new robotic products are already being deployed in various sectors, enhancing everyday scenarios through AI technology [3] - The AI130 commercial patrol robot, designed for cleaning and surveillance, is set to launch in late 2024, priced around 200,000 yuan, and can reduce the workload of 3 to 5 people [4] Group 4: Specialized Robots - The "wind power maintenance robot" is designed for cleaning wind turbine towers, capable of complex movements on curved surfaces, and began market deployment last October [5] - A multi-functional AI climbing robot was showcased, suitable for infrastructure inspections in tunnels and other settings [6] Group 5: Medical Robotics - Medical robots were another key highlight, with the ROPA orthopedic robot capable of performing knee joint replacement surgeries with high precision and minimal invasiveness [6][7] - The robotic "orthopedic doctor" from Rosenbot can perform surgeries with a success rate close to 100%, significantly reducing the size of incisions compared to traditional methods [7]