在科技浪潮奔涌向前的时代，人工智能与机器人技术正以前所未有的速度重塑世界，产业投资版图也随之焕新。为搭建行业交流桥梁，共探发展新路 径，"人工智能及机器人产业投资高峰论坛 & 2025 智通星耀夏季联合策略会"于5月15日在深圳南山区盛大开幕。 据了解，会上来自国内外的包括国际AI巨头的神秘嘉宾、晶泰控股(02228）投融资副总裁何飞宏、速腾聚创(02498)CEO助理朱百柱，以及世纪互联 (VNET.US）的CFO王琪宇、中信建投证券董事总经理、高端制造首席分析师吕娟，第四范式（06682）CFO刘楠、海致科技CFO孙君博、思谋科技CFO李 维、普渡科技CFO刘睎钊等业内知名企业的财务掌舵人与投资专家、技术精英等齐聚一堂，分享他们对行业发展的深刻见解与前瞻性思考。同时，超30家相 关行业质优上市公司集中正向路演，展示其创新成果与市场潜力。 在当天分会场人工智能及机器人产业投资高峰论坛上，港仔机器人（00370）（原国华）创始人覃晨分享了港仔机器人诞生的背景及行业优势，以及从需求 端及供应侧分享人形机器人的发展前景，认为在人工智能强大的支持、强大供应链体系及政策支持下，人形机器人成本加速下降，行业商业化周期将 ...

Core Viewpoint - Despite skepticism from some investors regarding the commercial viability of humanoid robots, the majority of investors remain optimistic about the long-term value of AI and humanoid robots, indicating a divergence in perspectives between financial and strategic investors [1][2]. Industry Overview - The market for embodied intelligence in China reached 418.6 billion yuan in 2023, with projections to grow to 632.8 billion yuan by 2027, driven by technological breakthroughs in large models [2]. - The humanoid robot market is expected to see significant growth, with applications across various sectors including education, healthcare, and elder care, as well as in industrial manufacturing [5][6]. Company Developments - Guohua has entered the humanoid robot sector by establishing Hong Kong Zai Robot through a strategic partnership with industry leader Datar, completing the restructuring in a month, which exceeded market expectations [3][4]. - The company is focusing on three main areas: establishing a research institute for technological advancement, developing customized robots for various applications, and planning production capacity in Hong Kong with support from Datar [4]. Strategic Partnerships - The collaboration with Datar, which holds over 1,800 patents related to humanoid robots, positions Guohua favorably in the market, enhancing its technological and commercial capabilities [4][9]. - Guohua's partnerships with strategic investors, including Datar and Zhongke Bianyi, are expected to yield significant revenue, with commitments for revenue targets set at 500 million yuan for Hong Kong Zai Robot and 120 million yuan for the AI education joint venture in the first year [8]. Market Demand and Future Prospects - The humanoid robot market is in its early commercialization phase, with government policies driving initial demand, particularly from public institutions, before transitioning to broader market-driven demand [6]. - Guohua's initiatives in the education and elder care sectors are anticipated to generate substantial order expectations, countering skepticism about the sustainability of humanoid robots' commercial value [7][11]. Investment Landscape - The humanoid robot sector remains attractive to investors, with a significant increase in investment events from 30 in 2023 to 83 projected in 2024, reflecting ongoing interest despite high valuations [10][11].