从主导腾讯的亿级用户产品设计，到打造小爱音箱等国民级智能硬件，影智科技创始人唐沐始终站 在产业创新前沿。如今，在"十五五"规划建议勾勒的产业蓝图下，他带领团队聚焦具身智能领域， 以"不做人形机器人"的差异化选择，走出了一条"需求定义产品、技术赋能产业"的路径。 需求决定形态 高频痛点才是商业化密码 "十五五规划建议中用的表达是'具身智能'而非'人形机器人'，这一点让我特别振奋。"唐沐开门见 山。"具身智能的内涵和形态远比人形机器人更广泛。"从业多年，"发现真需求、解决真问题"早已成为 唐沐产品研发的核心准则，也让他对具身智能的发展方向有着清醒认知。 在唐沐眼中，先进性与新质生产力是紧密相连的。"新质生产力本质是创新驱动的高质量生产力， 是反内卷的具体举措，其对立面是低水平重复作业与恶性竞争。"以咖啡行业为例，连锁品牌为 了"卷"成本，不断压缩人力配置，每店员工从6人减至2人甚至1人。"之前咖啡师用咖啡粉泼顾客的事件 并不是偶发现象。员工高峰时连上厕所的时间都没有，情绪崩溃在所难免。" 而机器人的出现正通过重塑社会分工破解这一困境。"一台咖啡机器人的日产量相当于一名咖啡师 的工作量，且操作的精准度更高。机器人不 ...

Core Insights - The 2025 World Intelligent Manufacturing Conference officially opened in Nanjing, showcasing over 30 top global robot brands, with a focus on advancements in retail supply chains, AI productivity, smart logistics, and industrial digital equipment [1][4]. Group 1: Event Highlights - JD.com presented its self-operated robot rental service, allowing consumers to rent smart humanoid robots and four-legged robotic dogs directly through its platform [3]. - An immersive interactive exhibition area was a highlight, featuring over 80 robot products, including performances by various robots that captivated attendees [5][7]. - Notable products included the JoyInside-enabled Loona robotic dog and the five-in-one AI chess robot from Yuanluobo, which showcased high emotional intelligence in interactions [9]. Group 2: Strategic Initiatives - In August, JD.com launched the "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [11]. - The company offers a zero-threshold entry service for partners, facilitating a seamless integration of online and offline sales channels [11][15]. - JD.com aims to provide a comprehensive solution for partners, covering the entire supply chain from components to final products, thereby promoting the integration of robots into everyday life [15][17]. Group 3: Technological Empowerment - The JoyInside brand offers advanced application capabilities, emotional dialogue experiences, and adaptability to various scenarios, with dozens of leading brands already integrated [13][15]. - JD.com has initiated a limited-time free access program to help more robot companies seize growth opportunities [13].