Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in AI technology and commercial applications, particularly in the robotics sector, with record participation and exhibition space [1][2] - The AI sector has seen a notable rebound, with many companies experiencing gains of over 50%, while the least performing saw declines of 10%-20%, indicating a sustained market momentum influenced by WAIC and developments like GPT-5 [1][13] - The robotics industry is transitioning from technical demonstrations to practical applications, with a focus on enhancing autonomy and reducing reliance on human control [3][6] Conference Overview - The WAIC 2025 featured a large scale with numerous participants, emphasizing the latest technological advancements and commercial applications in AI [1] - The robotics exhibition area saw a 40% increase in space, with over 40 exhibitors for bipedal humanoid robots and a doubling of industrial robot manufacturers compared to the previous year [1] Exhibition Highlights and Technological Innovations - Major tech companies like Baidu and Alibaba dominated the H1 exhibition area, showcasing rapid advancements in edge model applications [2] - The H4 area focused on emerging technologies, particularly innovations in model-based systems engineering (MDSE), which could shorten complex industrial design cycles [2] Robotics Industry: From Technical Breakthroughs to Commercialization - In industrial applications, companies like Zhiyuan and Demar Technology have developed robots capable of autonomous sorting with a margin of error of less than 5 cm [3] - In commercial settings, robots from Galaxy General have demonstrated stable performance in supermarket sorting, operating for 8 hours without errors [4] - The expected shipment volume for leading manufacturers in 2025 is projected to reach up to 5,000 units, with a total exceeding 10,000 units across the industry [5] Large Models and AI Applications: From Quantity Competition to Effective Implementation - The competitive landscape for large models has shifted from a "hundred models war" to a more consolidated market, with core players continuously iterating their offerings [8] - Applications in various sectors, including healthcare and finance, are expanding, with significant advancements in AI diagnostics and automated financial analysis [9] Hardware Innovations and Corporate Developments - New smart hardware products, such as the Tik Note personal information terminal and the Kuaishou collaborative AR platform, are emerging, enhancing productivity and user interaction [10][11] - Companies like Kingsoft and SenseTime are iterating their products to transition towards autonomous intelligent systems [12] Market and Industry Ecosystem - The AI sector is experiencing a rebound, with many companies reporting revenue growth of over 10%, although AI revenue remains relatively small and has not yet reached an explosive growth phase [13] - The structure of participating companies is evolving, with a shift from model-focused firms to application-based companies, supported by local government initiatives in regions like the Yangtze River Delta [15] Summary and Outlook - WAIC 2025 highlighted the acceleration of AI from research to commercialization, with robotics moving towards practical applications and large models focusing on value creation [16] - Despite challenges such as homogeneity in intelligent agents and insufficient autonomy in robots, government support and active capital investment are driving the industry forward, indicating a promising future for AI [16]

一、会议基本概况 2025 年世界人工智能大会（WAIC）规模盛大，参与者众多，聚焦人工智能领域最新技术进展与商业应 用。其中，机器人展区表现尤为突出，参展厂商数量、展出面积及观众人数均创历史新高 —— 机器人 展厅面积较去年提升约 40%，双足人形机器人本体厂商参展超 40 家，加上工业机器人厂商合计约 60 家，较去年翻倍；灵巧手厂商达 9 家，旋转关节模组厂商数量显著增加，一体化成为行业趋势。 二、展区特色与技术亮点 1. 分区技术差异显著 H1 展区：以百度、阿里等大厂为主，展台面积扩大，应用展示丰富多样，端侧模型落地进展迅速，如 汽车端侧模型实现智能交互优化、PC 端线性化端侧模型提升文档处理效率，标志着 AI 从 0 到 1 的场 景突破。 H4 展区：聚焦新兴技术与前沿应用，集中展示 AI 在 MDSE（基于模型的系统工程）设计等小众领域 的创新，缩短复杂工业系统设计周期，为产业变革埋下伏笔。 机器人展区：头部厂商（智源、宇树、傅立叶、乐聚等）资源集中，展台面积大，已进入商业化量产阶 段。灵巧手、旋转关节模组等核心部件厂商数量激增，技术成熟度显著提升。 三、机器人产业：从技术突破到商业化落地 1 ...