上海要在2028年前把8000台人形机器人送进工厂

林越2026-10-131590人形机器人

以“智能经济,智造无界”为主题的第二十六届工博会在国家会议中心(上海)开幕。作为工业领域的重要风向标,本届工博会系统性呈现新一代智能制造,既展示从0到1的原始突破,更突出从1到100的产业化、工程化能力。开幕式上发布了“‘十四五’高新技术十大成果”,中外6家机构联合发布了《国际城市间产业链供应链开放合作倡议》,还发布了上海市产业地图2026版及区级千亿级产业集群名单,启动了上海市加快发展新一代智能制造行动。

The 26th China International Industry Fair, themed "Intelligent Economy, Boundless Smart Manufacturing," opened at the National Exhibition and Convention Center (Shanghai). As an important bellwether for the industrial sector, this year's fair systematically presents next-generation intelligent manufacturing, showcasing both original breakthroughs from 0 to 1 and, more prominently, industrialization and engineering capabilities from 1 to 100. At the opening ceremony, the "Top Ten High-Tech Achievements of the 14th Five-Year Plan" were released, six Chinese and foreign institutions jointly released the "International Inter-City Industrial and Supply Chain Open Cooperation Initiative," the 2026 edition of Shanghai's industrial map and the list of district-level hundred-billion-yuan industrial clusters were released, and Shanghai's action to accelerate next-generation intelligent manufacturing was launched.

 

开幕式上,工信部总工程师王卫明表示,人工智能正在重塑制造业研发、生产、管理全链条。工业和信息化部将落实全国先进制造业大会部署,锚定基本实现新型工业化战略目标,以新一代智能制造为主攻方向,着力推动制造业智能化、绿色化、融合化发展。上海市委常委、副市长陈杰在致辞中表示,本届工博会首次系统性呈现新一代智能制造,既展示从0到1的突破,更突出从1到100的产业化、工程化能力。上海将按照全国先进制造业大会部署,巩固壮大实体经济根基,持续强化高端产业引领功能,构建“2+3+6+6”现代化产业体系。以新一代智能制造为主攻方向,让大模型深入车间产线,让智能体融入工艺流程,让具身智能重构生产范式,率先探索数实融合新路径。

 

At the opening ceremony, MIIT Chief Engineer Wang Weiming said AI is reshaping the entire chain of manufacturing R&D, production, and management. MIIT will implement the national advanced manufacturing conference deployment, anchor the strategic goal of basically achieving new industrialization, take next-generation intelligent manufacturing as the main direction, and focus on promoting intelligent, green, and integrated manufacturing development. Shanghai Municipal Committee Standing Committee member and Vice Mayor Chen Jie said in his speech that this year's fair systematically presents next-generation intelligent manufacturing for the first time, showcasing both 0-to-1 breakthroughs and, more prominently, 1-to-100 industrialization and engineering capabilities. Shanghai will follow the national advanced manufacturing conference deployment, consolidate and strengthen the real economy foundation, continuously strengthen high-end industry leadership, and build a "2+3+6+6" modern industrial system. Taking next-generation intelligent manufacturing as the main direction, letting large models penetrate workshop production lines, letting agents integrate into process flows, letting embodied intelligence reconstruct production paradigms, and taking the lead in exploring new paths of digital-real integration.

 

开幕式上,“上海市加快发展新一代智能制造行动”正式启动。上海将实施四大工程、开展19项重点任务,推动人工智能与制造业深度融合,加快构建新一代智能制造体系。一是实施新一代智能制造供给引领工程,对标国际前沿水平,聚焦技术、装备、服务全链条升级。二是实施“AI+制造”筑基创新工程,抢抓人工智能与制造业深度融合的战略机遇,加快构建数据驱动、模型支撑、场景牵引、安全可控的新一代智能制造体系。三是实施智能工厂梯度培育工程,在研发设计、生产作业、运营管理、产品服务、供应链管理等全环节,推动新一代智能制造落地见效。四是实施新一代智能制造生态营造工程,围绕平台、中试、集群、标准、人才等关键要素,构建支撑有力、协同高效、开放创新的发展生态。

 

At the opening ceremony, the "Shanghai Action to Accelerate Next-Generation Intelligent Manufacturing" was officially launched. Shanghai will implement four major projects and carry out 19 key tasks to promote deep integration of AI and manufacturing and accelerate building a next-generation intelligent manufacturing system. First, implement the next-generation intelligent manufacturing supply leadership project, benchmarking against international frontiers and focusing on full-chain upgrading of technology, equipment, and services. Second, implement the "AI + Manufacturing" foundational innovation project, seizing the strategic opportunity of deep AI-manufacturing integration and accelerating construction of a data-driven, model-supported, scenario-pulled, safety-controllable next-generation intelligent manufacturing system. Third, implement the smart factory gradient cultivation project, promoting next-generation intelligent manufacturing implementation across R&D design, production operations, operations management, product services, and supply chain management. Fourth, implement the next-generation intelligent manufacturing ecosystem construction project, building a strongly supportive, efficiently collaborative, open and innovative development ecosystem around key elements including platforms, pilot testing, clusters, standards, and talent.

 

行动明确,到2028年,实现全市重点制造企业智能工厂全覆盖,推动人工智能在智能工厂应用普及全覆盖,培育500家先进级智能工厂,人工智能在制造业应用场景突破2000个,开发10个先进适用的垂域大模型,推出300个高水平智能体,建成满足新一代智能制造需求的新型基础设施。同时,上海将推动工业机器人密度达到每万人600台,推动8000台人形机器人进工厂,推动人工智能赋能的新型智能制造装备产业规模突破2000亿元,智能制造系统集成产业规模达到1000亿元。

 

The action specifies that by 2028, Shanghai will achieve full coverage of smart factories among key manufacturing enterprises citywide, promote full coverage of AI application普及 in smart factories, cultivate 500 advanced-level smart factories, break through 2,000 AI application scenarios in manufacturing, develop 10 advanced and applicable vertical large models, launch 300 high-level agents, and build new infrastructure meeting next-generation intelligent manufacturing needs. At the same time, Shanghai will push industrial robot density to 600 units per 10,000 workers, push 8,000 humanoid robots into factories, push the scale of AI-empowered next-generation intelligent manufacturing equipment industry past 200 billion yuan, and the intelligent manufacturing system integration industry scale to 100 billion yuan.

 

上海市产业地图2026版也正式发布,并公布30个“市区协同”千亿级产业集群名单。30个千亿级特色集群包括浦东集成电路全产业链、浦东生物医药全产业链、浦东智能网联新能源汽车全产业链、浦东软件和信息技术服务、青浦现代物流、杨浦在线新经济等。本届工博会特设新一代智能制造展区,一批企业带来真实可落地的方案。黑湖科技展示工业AI如何进入生产现场,首次集中展出十余个决策型工业Agent,覆盖报价、工程、排程、跟单、质检、仓管、设备、异常分析、数据等核心环节。

 

The 2026 edition of Shanghai's industrial map was also officially released, along with 30 "city-district collaborative" hundred-billion-yuan industrial cluster names. The 30 hundred-billion-yuan characteristic clusters include Pudong integrated circuit full industry chain, Pudong biomedicine full industry chain, Pudong intelligent connected new energy vehicle full industry chain, Pudong software and information technology services, Qingpu modern logistics, Yangpu online new economy, and others. This year's fair features a dedicated next-generation intelligent manufacturing exhibition area, with a group of companies bringing real, deployable solutions. Black Lake Technology showed how industrial AI enters production sites, first collectively exhibiting over ten decision-making industrial Agents covering core links including quotation, engineering, scheduling, order tracking, quality inspection, warehouse management, equipment, anomaly analysis, and data.

 

海智智造则完整呈现一个创新产品进入制造世界的过程。中广核数科围绕核电全生命周期落地数十项AI场景。乐聚机器人是本届展会唯一实现全场景全自主全天候机器人不停机作业的展台,夸父作为展会“主理人”,可自主讲解其他工位机器人真实作业情况,现场展示商服导览、零售服务、纸箱拆垛、小件上料、多规格塑料箱拆垛等场景解决方案,其中小件上料工位上夸父5W进行全天候不停机作业,单日可稳定运行8至10小时。地瓜机器人首次参展,携旭日智能计算芯片、RDK机器人开发者套件及RoboGo软件平台亮相。节卡机器人在大会期间全球首发JAKA Zu50大负载协作机器人与JAKA Kargo50重载轮式人形机器人,JAKA Kargo轮式人形机器人已在全球头部汽车零部件企业实现批量化投产,单箱作业节拍从初期105秒提升至28秒,同类全新场景部署周期从12个月压缩至57天。具识智能带来全球首个具身语义智能体系统insightOS Semantic,整套底座全国产自主可控,可兼容人形机器人、机械臂、四足、移动机器人等多类异构本体。

 

Haizhi Intelligent Manufacturing presented the complete process of an innovative product entering the manufacturing world. CGN Digital Technology landed dozens of AI scenarios around the nuclear power full lifecycle. Leju Robotics was the only booth at this year's fair achieving full-scenario, fully autonomous, all-weather robot non-stop operation, with Kuafu as the fair's "host," autonomously explaining other workstations' robots' real operations. It showcased scenario solutions including commercial service guidance, retail service, carton depalletizing, small parts loading, and multi-spec plastic box depalletizing. Dizhi Robotics exhibited for the first time, bringing Xuri intelligent computing chips, RDK robot developer kits, and the RoboGo software platform. JAKA Robotics globally debuted the JAKA Zu50 heavy-load collaborative robot and JAKA Kargo50 heavy-load wheeled humanoid robot during the conference; the JAKA Kargo wheeled humanoid robot has achieved batch production at a global leading auto parts enterprise, with single-box cycle time improving from an initial 105 seconds to 28 seconds, and同类 new scenario deployment cycles compressed from 12 months to 57 days. Jushi Intelligent brought the world's first embodied semantic agent system insightOS Semantic, with the entire foundation nationally produced and自主可控, compatible with humanoid robots, robotic arms, quadrupeds, mobile robots, and other heterogeneous bodies.

 

据国家统计局数据,2025年我国制造业增加值达到34.7万亿元,制造业规模连续16年位居全球第一。工业和信息化部数据显示,全国已累计建成超过4.3万家智能工厂,人工智能已渗透领航级智能工厂70%以上的业务场景。上海这份行动方案里最值得单独看的数字是8000台人形机器人进工厂,这个目标把具身智能从演示和试点推向了规模化部署。前面讨论过很多次,人形机器人进工厂目前主要卡在稳定性、部署成本和ROI上。上海用地方政府的力量设定这个目标,等于给本地制造业和机器人企业同时下了一张订单预期,也给全国其他城市提供了一个可参照的样本。

 

According to National Bureau of Statistics data, China's manufacturing value added reached 34.7 trillion yuan in 2025, with manufacturing scale ranking first globally for 16 consecutive years. MIIT data shows over 43,000 smart factories have been built nationwide, with AI penetrating over 70% of business scenarios in leading-level smart factories. The most noteworthy number in Shanghai's action plan is 8,000 humanoid robots into factories. This target pushes embodied intelligence from demonstration and pilot to scaled deployment. As discussed many times earlier, humanoid robots entering factories currently mainly bottleneck on stability, deployment cost, and ROI. Shanghai using local government power to set this target is effectively issuing an order expectation to both local manufacturing and robotics companies, and providing a reference sample for other cities nationwide.