新一轮科技革命浪潮下，具身智能机器人已经成为未来产业竞争的关键赛道。在南昌的3C制造工厂里，龙旗科技落地的人形机器人正稳定开展精密装配作业，泰豪模块化机器狗穿梭厂区完成运输巡检，华勤数采机器人批量出货、轮式双臂机器人顺利下线。一个个看得见、可落地的工业场景，正是南昌抢抓具身智能赛道、培育新质生产力、推动制造业转型升级的生动注脚。南昌市第十三次党代会明确，培育未来产业，要紧盯科技前沿、产业风口、市场潮流，依托现有产业嵌入新赛道，依靠前沿技术孵化新赛道，利用场景资源牵引新赛道。
Under the new wave of technological revolution, embodied intelligence robots have become a key track for future industrial competition. In Nanchang's 3C manufacturing factories, humanoid robots deployed by Longqi Technology are stably conducting precision assembly work; Taihao modular robot dogs shuttle through factory areas completing transport and inspection; Huaqin data collection robots ship in batches, and wheeled dual-arm robots roll off the line smoothly. These visible, deployable industrial scenarios are vivid footnotes of Nanchang seizing the embodied intelligence track, cultivating new quality productive forces, and promoting manufacturing transformation and upgrading. Nanchang's 13th Party Congress clarified that cultivating future industries requires closely watching tech frontiers, industry "outlets," and market trends, embedding new tracks based on existing industries, incubating new tracks with frontier technology, and pulling new tracks with scenario resources.
国家层面已经把具身智能纳入未来产业重点布局，我国十五五规划明确提出前瞻布局具身智能，攻关人形机器人本体、核心零部件，建设未来产业先导区。江西也紧跟国家部署，将智能机器人列为未来产业重点，明确支持南昌主攻整机与零部件协同发展。赛道蓝海空间广阔。据相关数据统计，2025年国内具身智能市场规模达到9150亿元，2026年预计突破1.09万亿元。今年上半年其在国内赛道的融资总额达935亿元，同比增长5倍，但投资逻辑已经从追捧样机转向看重订单落地与量产能力。目前，出圈的机器人大多属于注意力经济，舞台、展厅亮相人气高，真正扎根工业生产的还不多。
At the national level, embodied intelligence has been included in key future industry布局—China's 15th Five-Year Plan explicitly proposes forward-looking布局 of embodied intelligence, tackling humanoid robot bodies and core components, and building future industry pilot zones. Jiangxi closely follows national deployment, listing intelligent robots as a future industry priority and explicitly supporting Nanchang's main focus on coordinated development of complete machines and components. The track's blue ocean space is vast. According to relevant statistics, the domestic embodied intelligence market reached 915 billion yuan in 2025, expected to exceed 1.09 trillion yuan in 2026. In the first half of this year, domestic track financing totaled 93.5 billion yuan, up 5 times year-over-year, but investment logic has shifted from chasing prototypes to valuing order deployment and mass production capability. Currently, most robots that go viral belong to the "attention economy"—high popularity on stages and showrooms, but few truly rooted in industrial production.
目前，具身智能产业形成京津冀、长三角、粤港澳三大集聚区，集中全国八成以上整机和研发资源，产业格局尚未完全固化，也给中西部城市留下了差异化突围窗口。南昌锚定赛道机遇，不盲目跟风拼整机研发，依托自身产业家底，走出一条贴合本地优势的发展路径。依托扎实的电子信息产业基础，南昌已为发展具身智能机器人积累了良好产业条件。其中，南昌高新区依托扎实的产业基础和完善的支撑体系，已在具身智能全产业链各环节实现初步布局，一条从核心新材料、关键零部件到机器人本体制造的产业链条正在成型。
Currently, the embodied intelligence industry has formed three major clusters—Beijing-Tianjin-Hebei, Yangtze River Delta, and Greater Bay Area—concentrating over 80% of national complete machine and R&D resources. The industrial landscape is not yet fully solidified, leaving differentiated breakthrough windows for central and western cities. Nanchang anchors on track opportunities, not blindly following complete machine R&D but relying on its own industrial foundation to forge a development path fitting local advantages. Relying on a solid electronic information industry foundation, Nanchang has accumulated favorable industrial conditions for embodied intelligence robots. Among them, Nanchang High-tech Zone, relying on solid industrial foundations and a complete support system, has achieved preliminary布局 across all links of the embodied intelligence full industry chain, with a chain from core new materials and key components to robot body manufacturing taking shape.
核心新材料攻坚，抓牢机器人动力源头。钕铁硼作为关键的第三代稀土永磁材料，凭借其高内禀矫顽力与高磁能积特性，成为实现伺服电机轻量化、小型化的核心材料，已广泛应用于人形机器人关节驱动。江铜研究院采用晶界扩散技术研制的高性能磁钢，相较行业龙头企业具备约10%的成本优势。关键零部件发力，打磨机器人筋骨与慧眼。电机是机器人运动的心脏，三瑞智能自主研发的高扭矩密度无刷电机，体积小、响应快、能效高。视觉感知是机器人精准作业的眼睛。欧菲光推出的覆盖从头部到腕部的全方位人形机器人视觉感知架构，漏检率从15%降低到0.5%以下，良率从80%提升至95%。
Core new materials breakthrough, grasping the robot's power source. Neodymium iron boron, as a key third-generation rare earth permanent magnet material, with its high intrinsic coercivity and high magnetic energy product characteristics, has become a core material for achieving servo motor lightweight and miniaturization, widely used in humanoid robot joint drives. Jiangxi Copper Research Institute's high-performance magnets developed with grain boundary diffusion technology have about 10% cost advantage over industry leaders. Key components发力, polishing the robot's "bones" and "wise eyes." Motors are the heart of robot motion; Sanrui Intelligent's self-developed high-torque-density brushless motors are small, fast-responding, and energy-efficient. Visual perception is the robot's eye for precise operations. O-Film's comprehensive humanoid robot visual perception architecture covering head to wrist reduces missed detection rate from 15% to below 0.5%, and yield from 80% to 95%.
本体制造落地，打通整机量产最后一公里。零部件之外，南昌机器人整机制造已经迈出坚实步伐。华勤在南昌设立南昌翌界智能科技有限公司，搭建数采机器人、轮式机器人产线，目前数采机器人已实现批量出货，轮式双臂机器人也已完成下线。龙旗科技与行业头部企业智元机器人合作，在南昌工厂落地全球首个3C精密制造人形机器人产线，人形机器人可长期在产线开展装配作业，已获取真实有效的工业场景验证数据。泰豪科技推出可执行运输、侦察等任务的模块化机器狗，切入四足机器人赛道。方大特钢自主研发了内孔堆焊、耐磨堆焊、智润通轮轴在线加油等系列专用机器人。整机场景的落地，反过来也为本地上游零部件提供了最好的试验场。
Body manufacturing landing, connecting the last mile of complete machine mass production. Beyond components, Nanchang's robot complete machine manufacturing has taken solid steps. Huaqin established Nanchang Yijie Intelligent Technology Co., Ltd. in Nanchang, building data collection robot and wheeled robot production lines; data collection robots have achieved batch shipment, and wheeled dual-arm robots have rolled off the line. Longqi Technology partnered with industry leader AgiBot to land the world's first 3C precision manufacturing humanoid robot production line at its Nanchang factory; humanoid robots can conduct assembly operations long-term on the line, having obtained real and effective industrial scenario validation data. Taihao Technology launched modular robot dogs capable of transport and reconnaissance tasks, entering the quadruped robot track. Fangda Special Steel self-developed series of specialized robots for inner bore surfacing, wear-resistant surfacing, and Zhiruntong axle online oiling. The landing of complete machine scenarios, in turn, provides the best testing ground for local upstream components.
在全球产业格局尚未定型的关键阶段，南昌应当保持战略定力，不盲目追逐热点、不贪大求全，集中资源走以核心零部件为牵引、与本地产业深度融合的差异化发展路径。聚焦技术协同攻关，打通产业卡点堵点。构建协同发展架构，营造产业共生共赢生态。依托丰富场景资源，打造可复制的产业标杆。强化省市共建联动，争取政策资源赋能。具身智能机器人并非可一蹴而就的短期风口，而是需要持续深耕的长远事业。对于南昌而言，保持发展定力，沉下心夯实产业发展基础，远比追逐短期热度更为重要。
At a critical stage where the global industrial landscape is not yet set, Nanchang should maintain strategic focus, not blindly chase hot spots or seek grandiose completeness, but concentrate resources on a differentiated development path led by core components and deeply integrated with local industries. Focus on collaborative technology breakthroughs, unclogging industry bottlenecks. Build a collaborative development architecture, creating a symbiotic and win-win industrial ecosystem. Rely on rich scenario resources, creating replicable industry benchmarks. Strengthen provincial-municipal joint development, seeking policy resource empowerment. Embodied intelligence robots are not a short-term outlet achievable overnight but a long-term endeavor requiring sustained cultivation. For Nanchang, maintaining development focus and calmly consolidating the industrial foundation is far more important than chasing short-term heat.
