"腾讯已经与全国40余家具身智能企业建立合作关系，其中超过20家为广东省内企业"，在日前举行的 2025年粤港澳大湾区人工智能与机器人产业大会（XAIR）上，腾讯集团副总裁、政企业务总裁李强透 露了腾讯在具身智能领域的布局。 李强强调，腾讯的发展离不开粤港澳大湾区的产业沃土。作为中国经济活力最强的区域之一，大湾区拥 有5座万亿GDP城市，制造业规模全国第一，这些优势为AI落地提供了广阔的试验场。 南方+记者 叶丹 "我们正站在智能化重塑产业的关键拐点，人工智能正驱动一场深刻的技术革命。"李强认为，粤港澳大 湾区凭借其坚实的制造业基础和强大的创新能力，成为AI技术落地的最丰沃土壤。作为一家广东土生 土长的科技公司，腾讯已服务大湾区22万家企业和1.3亿C端用户。 李强表示，面向智能化趋势，腾讯也在持续加大AI投入，推动大模型深入产业。自2018年以来，腾讯 研发投入累计超过4000亿元，人工智能发明专利超1.5万件，位居全球第一。过去一年多的时间，腾讯 战略性资本开支超1000亿元，重点投向大模型训练、算力基础设施与数据中心建设。腾讯自研的混元大 模型一年发布超过30个新模型。在国际大模型竞技场LMArena最 ...

作为一家广东土生土长的科技公司，腾讯已服务大湾区22万家企业和1.3亿个人消费者用户，与全国40余家具 身智能企业建立合作关系，其中超过20家为广东省内企业。 李强介绍，腾讯对具身智能的投入可追溯至2018年，当时成立Robotics X实验室，专注机器人核心技术研 发。多年来，从平衡自行车、四足机器狗Max，到养老机器人原型"小五"，再到今年7月联合福田实验室发布 的国内首个模块化具身智能软件平台Tairos（"钛螺丝"），该平台致力于为机器人本体与应用开发商补齐关键 软件能力，为各类机器人装上"大脑"。 李强认为，中国正站在智能化重塑产业的关键拐点，人工智能正驱动一场深刻的技术革命，而粤港澳大湾区 凭借其坚实的制造业基础和强大的创新能力，成为AI技术落地的最丰沃土壤。 腾讯集团副总裁、政企业务总裁李强。（腾讯供图） 【深圳商报讯】（驻穗记者 张莹）"过去一年AI大模型相关投入超千亿"，12月13日，在2025年粤港澳大湾区 人工智能与机器人产业大会（XAIR）上，腾讯集团副总裁、政企业务总裁李强表示。 面向智能化趋势，腾讯持续加大AI投入，推动大模型深入产业。李强介绍，自2018年以来，腾讯研发投入累 计 ...

Core Insights - Tencent has established partnerships with over 40 intelligent furniture companies nationwide, with more than 20 located in Guangdong province, highlighting its commitment to the AI and robotics industry [1] - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned as a key player in the global AI and robotics sector, leveraging its strong manufacturing base and innovation capabilities [1] - Tencent has invested over 400 billion yuan in R&D since 2018, holding more than 15,000 AI invention patents, ranking first globally [1] - The company has released over 30 new models of its self-developed Mix Yuan model in the past year, achieving top rankings in various AI application categories [2] Investment and Development - Tencent's strategic capital expenditure exceeded 100 billion yuan in the past year, focusing on large model training, computing infrastructure, and data center construction [1] - The Mix Yuan model has been implemented across more than 30 industries, significantly enhancing efficiency in over 900 Tencent products and applications [2] - Tencent's advertising business has experienced double-digit growth for 12 consecutive quarters, driven by AI integration [2] Robotics and Intelligent Platforms - Tencent's investment in embodied intelligence dates back to 2018, with the establishment of the Robotics X laboratory focusing on core robotic technologies [3] - The company launched the Tairos platform, the first modular embodied intelligence software platform in China, aimed at enhancing the software capabilities of robots [3][5] - Tencent collaborates with hardware partners and application ecosystem partners to standardize platforms, addressing software limitations in real-world robotic applications [4][5] Regional Economic Impact - The AI and robotics industry in Guangdong ranks first nationally in terms of enterprise strength, development potential, industry application, and industrial linkage [3] - The Greater Bay Area, with five cities boasting trillion-yuan GDPs, provides a robust testing ground for AI applications, supporting Tencent's growth and innovation [5]

Group 1 - The core viewpoint of the article highlights Tencent's significant investment in AI and robotics, exceeding 100 billion yuan in the past year, as stated by Tencent's Vice President Li Qiang at the 2025 Guangdong-Hong Kong-Macao Greater Bay Area AI and Robotics Industry Conference [1][3] - Tencent's investment in embodied intelligence dates back to 2018 with the establishment of the Robotics X laboratory, focusing on core robotic technology development [3] - Tencent has developed various robotic prototypes, including a balance bike, a quadruped robotic dog named Max, and a prototype elder care robot called "Xiao Wu," along with the launch of the Tairos modular embodied intelligence software platform in July [3] Group 2 - Tencent has served 220,000 enterprises and 130 million individual consumers in the Greater Bay Area, collaborating with over 40 embodied intelligence companies nationwide, with more than 20 based in Guangdong [3] - Since 2018, Tencent's R&D investment has exceeded 400 billion yuan, with over 15,000 AI invention patents, ranking first globally [3] - In the past year, Tencent's strategic capital expenditure surpassed 100 billion yuan, focusing on large model training, computing infrastructure, and data center construction [3] Group 3 - Tencent's self-developed Hunyuan large model has released over 30 new models in the past year, achieving top rankings in various international model competitions [4] - The Hunyuan image model 3.0 ranks first in the text-to-image category, while the Hunyuan 3D model leads in both text-to-3D and image-to-3D tasks, with over 3 million downloads of the open-source model [4]

Core Insights - Tencent has established partnerships with over 40 embodied intelligence companies nationwide, with more than 20 of them located in Guangdong Province [2] - Tencent's investment in embodied intelligence dates back to 2018 with the establishment of the Robotics X Lab, focusing on core robotic technology development [4] - The company has launched the Tairos modular embodied intelligence software platform, aimed at enhancing the software capabilities of robots [4] Investment and Development - Tencent has invested over 400 billion yuan in research and development since 2018, holding more than 15,000 AI invention patents, ranking first globally [5] - The company has made strategic capital expenditures exceeding 100 billion yuan in the past year, focusing on large model training, computing infrastructure, and data center construction [5] - Tencent's self-developed mixed Yuan model has released over 30 new models in the past year, achieving top rankings in various AI competitions [5] Industry Impact - The mixed Yuan model has been implemented across more than 30 industries, including finance, healthcare, education, and government, significantly enhancing efficiency in over 900 internal products and applications [6] - Tencent's AI initiatives have contributed to a continuous double-digit growth in its advertising business over the past 12 quarters [6] - The Guangdong-Hong Kong-Macao Greater Bay Area is highlighted as a fertile ground for AI technology implementation due to its robust manufacturing base and strong innovation capabilities [5][6]

Group 1 - The World Robot Conference has significantly increased public interest in humanoid robots, with attendance surpassing 1.3 million [2] - Investment in embodied intelligence is surging, with notable investments from companies like JD.com, which announced investments in three robot companies in July [2][7] - The number of registered robot-related companies in China has reached 958,000, with a 43.81% increase in registrations compared to the same period last year [2] Group 2 - The domestic embodied intelligence industry has seen 144 financing events totaling 19.5 billion yuan, with an average deal size of 13.5 million yuan [3] - Major internet companies, including Tencent, Meituan, and JD.com, are actively investing in the embodied intelligence sector [3][4] - Meituan has invested in numerous robot companies since 2021, indicating a strong commitment to the sector [4][6] Group 3 - JD.com has launched an "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to support 100 intelligent robot brands [7] - The supply chain for humanoid robots is rapidly maturing, with significant overlap with the automotive supply chain [8][10] - Companies like SUTENG and Hezhima Intelligent are expanding their offerings to include components for robots, leveraging their experience in the automotive sector [10][11] Group 4 - The commercialization of robots is currently focused on specific verticals, with companies like UBTECH targeting the automotive industry for practical applications [15] - The market for quadruped robots is also expanding, with sales growing from 2,000 units in 2019 to 34,000 units in 2023, reflecting a compound annual growth rate of 102.3% [16] - The price of consumer-grade quadruped robots is expected to drop significantly, making them more accessible [17]

Group 1 - The humanoid robot industry is experiencing a rare wave of financing, primarily from established internet giants, marking a shift in investment dynamics [1][3] - Major players like JD.com, Tencent, and Meituan are actively investing in humanoid robotics, with JD.com making significant investments in multiple companies within a short timeframe [2][20] - Meituan has invested in around 30 robotics-related companies over the past three years, positioning itself as a dominant player in the robotics sector [5][6] Group 2 - Tencent is focusing on creating an open collaborative ecosystem in the humanoid robotics space, rather than competing directly in hardware development [9][10] - Tencent's Tairos platform aims to provide modular capabilities for robot manufacturers, emphasizing a supportive role in the industry [11][12] - Alibaba's approach to investment in humanoid robotics is more subdued, focusing on foundational technologies rather than direct competition in the hardware space [13][14][17] Group 3 - JD.com's strategy in humanoid robotics emphasizes scene collaboration and deep integration, leveraging its extensive supply chain for practical applications [22][24] - The company has launched its own brand, JoyInside, to enhance interaction capabilities in humanoid robots, indicating a comprehensive approach to the technology [23][25] - The investment landscape is evolving, with internet giants increasingly collaborating rather than competing, as seen in shared investments in key projects like Yushun Technology [27][30] Group 4 - The current financing environment in the humanoid robot industry shows a stark contrast between well-funded leading projects and those struggling to secure investment [31]

Group 1 - Tencent's strategic positioning in embodied intelligence is focused on being a platform provider rather than a hardware manufacturer, as indicated by the launch of the Tairos platform [3][6][7] - The Tairos platform aims to address the market's needs by providing modular solutions that allow companies to adapt and utilize Tencent's accumulated technology without requiring extensive data [7][8] - The company has a long-term vision of ten years for developing technology in complex scenarios such as elderly care, emphasizing the importance of safety and robustness in interactions [3][6] Group 2 - The current challenges in the embodied intelligence industry include core technology bottlenecks, such as dynamic 3D modeling and the standardization of tactile sensors, which hinder the development of effective models [6][7] - Tencent's approach to overcoming these challenges involves collaboration with seed enterprises to refine technology and establish standardized applications, marking a transition from initial development to broader deployment [8][9] - The industry is experiencing a phase of exploration, similar to the early days of mobile communication devices, where continuous investment is necessary for future advancements [9][10]