Teeb Pom Kev Los Ntawm 6.8 Billion Yuan Centralized Procurement: Lub Xeev Daim phiaj hluav taws kub thawj zaug hauv qhov loj -Txoj kev xa tawm ntawm Embodied Intelligence

Qhov no yog ntau tshaj li ib tug neeg hlau aub; nws sawv cev rau kev txhim kho kev tsim kho vaj tse los ntawm "kev tuav haujlwm thiab kev saib xyuas" mus rau "kev ua haujlwm tsis raug cai thiab kev saib xyuas."

Thaum lub Plaub Hlis 2026 lig, xov xwm ntawm kev tshaj tawm kev yuav khoom los ntawm Lub Xeev Grid xa cov shockwaves los ntawm kev lag luam neeg hlau. Lub tuam txhab hluav taws xob loj tshaj plaws hauv ntiaj teb tab tom ua pov npav txiav txim siab ntawm kev ntseeg siab hauv kev lag luam ntawm embodied txawj ntse technology nrog nyiaj tiag.

Cov xwm txheej tseem ceeb:

6.8 billion yuan nyob rau hauv centralized procurement-ib qho kev txiav txim loj tshaj plaws nyob rau hauv keeb kwm ntawm embodied txawj ntse

Lub Plaub Hlis 22, Jiemian Xov Xwm tshwj xeeb tshaj tawm tias Lub Xeev Grid Corporation ntawm Tuam Tshoj tau tshaj tawm sab hauv"2026 Embodied Intelligence Development Plan", uas hu rau lub hauv paus kev yuav khoom ntawm kwv yees li 8,500 embodied txawj ntse cov cuab yeej nyob rau hauv lub xyoo, nrog rau tag nrho cov peev ntawm6.8 billion yuan.

Qhov no tsis yog kev sim khoom. Los ntawm qhov ntsuas ntawm kev yuav khoom thiab kev faib cov khoom mus rau lub sijhawm ua haujlwm, cov ntaub ntawv qhia tias qhov no yog kev ua haujlwm, loj - kev xa tawm. Raws li txoj kev npaj, kev yuav khoom yuav mus rau theem:Q1 pilot procurement, Q3 loj-scale procurement, thiab Q4 ntxiv procurement.

Ib qhov chaw nyob hauv embodied txawj ntse kev lag luam muab saw hlau hais rau Jiemian Xov Xwm: "Yog tias peb ua raws li - nce kev yuav khoom los ntawm Tuam Tshoj Southern Power Grid thiab cov pab pawg hluav taws xob hauv zos, tag nrho cov peev txheej hauv embodied txawj ntse nyob rau hauv lub zog sector hauv 2026 yuav tsum.tshaj 10 billion yuan."

Qhov no qhia tau hais tias lub zog hluav taws xob tau dhau los ua qhov chaw pib rau thawj "pua-billion- yuan- theem" ​​sector nyob rau hauv Suav teb uas embodied txawj ntse technology yog siv nyob rau hauv loj.

Kev faib tawm ntawm Daim Ntawv Teev Npe:

Peb Hom Neeg Hlau, Peb Cov Lus Qhia Tseem Ceeb

Raws li cov ntaub ntawv npaj, daim ntawv yuav khoom rau 8,500 units ntawm cov cuab yeej tau raug muab faib ua peb pawg loj, nrog rau tag nrho cov peev txheej ntawm kwv yees li 5.8 billion yuan. Ib qho ntxiv 1.2 billion yuan tau npaj rau kev tshawb fawb thiab kev loj hlob (800 lab yuan) thiab kev txawj ntse (200 lab yuan).

Daim ntawv teev npe no qhia txog State Grid peb lub hom phiaj tseem ceeb:

Tag nrho ntawm 5,000 units yuav raug muab thiab xa tawm feem ntau ntawm cov chaw nres tsheb, raws cov kab xa hluav taws xob, thiab hauv roob hluav taws xob. Qhov kev sib tw tseem ceeb hauv cov xwm txheej no yog "ntau qhov chaw thiab thaj chaw nyuaj," ua rau kev tshuaj xyuas phau ntawv ib txwm raug nqi, tsis muaj txiaj ntsig, thiab pheej hmoo. Ua tsaug rau lawv qhov tshwj xeeb struts adaptability, quadruped robots tau tshwm sim los ua qhov kev daws teeb meem zoo tshaj plaws los hloov kev tshuaj xyuas phau ntawv.

Nrog rau chav tsev nqi ntawm 5 lab yuan thiab tag nrho cov peev nyiaj ntawm 2.5 billion yuan, nws yog qhov tseeb tsuas yog qhov tseem ceeb npaum li cas State Grid qhov chaw ntawm automating "nyob- kab ua haujlwm," ib qho kev ua haujlwm txaus ntshai heev. Nyob -kab ua haujlwm ntawm ultra-siab-voltage thiab tis networks tau ntev los ntawm kev siv zog ua haujlwm, ua rau cov neeg ua haujlwm muaj kev nyab xeeb txaus ntshai xws li hluav taws xob poob siab thiab poob ntawm qhov siab. Kev taw qhia ntawm humanoid robots yeej tseem ceeb koom nrog kev tso siab rau cov tshuab nrog "cov dej num uas tib neeg ua tsis tau."

Nrog rau qhov ntim ntawm 3,000 units, qhov no nyob rau qib thib ob; cov khoom siv feem ntau yog siv rau kev khiav hauj lwm precision cov cuab yeej thiab kev daws teeb meem nyob rau hauv substations. Cov xwm txheej no yog tus qauv zoo heev thiab zoo- haum rau loj- nplai replication muab rau theem tam sim no ntawm kev loj hlob ntawm thev naus laus zis.

Vim li cas Kev Lag Luam Hluav Taws Xob? Peb Cov Tsav Tsheb Tseem Ceeb

Nrog rau kev lag luam neeg hlau tam sim no tab tom muaj kev loj hlob, vim li cas kev lag luam hluav taws xob tau ua thawj zaug qhib qhov rooj rau loj - teev kev yuav khoom? Cov lus teb yog nyob rau hauv peb yam tseem ceeb: qhov tseem ceeb xav tau, tus qauv txheej txheem, thiab cov peev nyiaj txaus.

Cov kev sib tw "tib neeg" ntsib kev lag luam hluav taws xob tau tshaj tawm ntau dua li ntawm lwm qhov kev lag luam. Substations tau tawg nyob rau hauv tej thaj chaw deb roob, thiab tus nqi nruab nrab txhua xyoo ntawm ib tus neeg saib xyuas ib leeg yog kwv yees li 300,000 yuan, tsis hais txog cov kev pheej hmoo siab cuam tshuam nrog kev ua haujlwm ze ntawm cov kab hluav taws xob nyob.

Raws li kev suav nrog hauv Xeev Grid, tom qab hloov tib neeg kev ua haujlwm nrog cov khoom siv ntse ntse,txhua lub cuab yeej txuag tau ntawm 500,000 thiab 800,000 yuan hauv cov nqi ua haujlwm txhua xyoo, nrog lub sijhawm them rov qab tsuas yog 2 txog 3 xyoos.; Kev tshuaj xyuas kev ua tau zoo tuaj yeem nce tsib npaug, thiab lub sijhawm daws teeb meem txhaum cai txo los ntawm 60%; tseem ceeb tshaj,qhov kev pheej hmoo raug rau cov neeg ua haujlwm koom nrog hauv siab - kev pheej hmoo ua haujlwm tuaj yeem txo qis dua 90%.

Cov no yog cov nuj nqis kev lag luam zoo siab heev. Rau txhua lub lag luam, thaum lub peev txheej thev naus laus zis tuaj yeem rov qab tau nws cov nqi hauv 2-3 xyoos thaum txo kev pheej hmoo ntawm kev nyab xeeb, qhov ntsuas ntawm kev txiav txim siab tau tshaj tawm lawm.

Tsis zoo li cov cheeb tsam hauv tsev tsis muaj kev ntxhov siab lossis tsis yog- cov chaw tsim khoom tsim khoom tsim qauv, kev tshuaj xyuas lub zog thiab kev ua haujlwm tau qhia meej txog thaj tsam thiab cov txheej txheem ua tau zoo heev. Cov cuab yeej layout, kev soj ntsuam, thiab cov txheej txheem kev khiav hauj lwm ntawm substations tag nrho ua raws li cov qauv qhia meej, muab qhov "zoo tshaj plaws" ib puag ncig rau theem tam sim no ntawm robotics technology.

Thaum kawg ntawm 2025, State Grid tau ua tiav kev siv tau zoo ntawm ntau lub chaw nres tsheb. Hauv kev sim ua haujlwm ntawm 220-kilovolt Xiangong Substation hauv Linyi, Shandong, quadruped robotic dogs thiab wheeled robots ua hauj lwm nyob rau hauv tandem kom txo lub voj voog soj ntsuam los ntawm ob-feem peb. Qee qhov chaw nres tsheb hauv Sichuan thiab Guangzhou Power Supply Bureau hauv Guangdong tau ua tiav ib millisecond-theem kaw-loop system rau "kev xaav-kev txiav txim siab-kev txiav txim."

Lub zog sector muaj peev xwm txaus rau kev siv peev nyiaj. Thaum Lub Ib Hlis 2026, Lub Xeev Grid tshaj tawm tiastaag- cov cuab yeej cuab tam peev thaum lub sij hawm 15th Tsib - Xyoo Plan lub sij hawm yuav tsum ncav cuag 4 trillion yuan, sawv cev nce 40% piv rau 14th Tsib -Lub Sijhawm Npaj Xyoo. Lub hom phiaj tseem ceeb ntawm qhov kev nqis peev no yog los tsim kom muaj lub zog loj dua thiab ntsuab dua.

Lub 6.8 billion yuan tau nqis peev hauv embodied txawj ntse hauv 2026 suav rau8.75%ntawm kwv yees li 80 billion yuan hauv tag nrho cov kev txawj ntse- cuam tshuam txog kev nqis peev rau xyoo. Qhov kev faib ua feem no qhia tau hais tias kev txawj ntse embodied tau muab tso rau hauv cov txheej txheem thev naus laus zis rau kev hloov pauv ntawm daim phiaj ntse.

Timeline thiab Roadmap:

Los ntawm 2026 txog 2030

Dab tsi hauv Xeev Grid tau tshaj tawm tsis yog tsuas yog daim ntawv yuav khoom xwb, tab sis qhov nruab nrab - mus rau ntev - daim ntawv qhia txog kev siv cov kev txawj ntse hauv kev lag luam fais fab:

· 2026:Kev nkag mus rau hauv cov cheeb tsam tseem ceeb nce mus txog 30%;

· 2027:Kev txais yuav cov neeg ua haujlwm txawj ntse tshaj li 80%, nrog rau cov cuab yeej txawj ntse uas suav nrog ntau dua 80% ntawm qhov siab -kev pheej hmoo ua haujlwm;

· 2030:Embodied txawj ntse thiab digital ntxaib daim phiaj sib koom ua ke, ua kom muaj kev ywj pheej ua haujlwm thiab kev saib xyuas.

Daim phiaj qhia kev qhia no qhia meej meej tias Lub Xeev Grid tsis yog tsuas yog yuav ib pawg ntawm cov cuab yeej siv los daws cov teeb meem tam sim ntawd, tab sis yog qhov ua kom muaj kev txawj ntse ua lub hauv paus rau lub hauv paus rau - tiam tom ntej daim phiaj hluav taws xob.

Ntawm 9th Digital China Summit uas muaj nyob rau thaum lub Plaub Hlis 2026, Lub Xeev Grid lub nkoj ntawm embodied txawj ntse neeg hlau tau ua nws qhov kev tshwm sim rau pej xeem, suav nrog plaub pawg ntau yam: "Aerial Watchdog, Tus Saib Xyuas Hauv av, Tus Pioneer Hauv av, thiab Cov Tub Rog Tshwj Xeeb."

Ntawm lawv, "Underground Pioneers" yog Tuam Tshoj thawj rau -legged soj ntsuam neeg hlau tsim los rau hauv av tunnels nyob rau hauv lub hwj chim scenarios. Nruab nrog lub laser SLAM navigation system, lawv muaj peev xwm autonomously npaj txoj kev nyob rau hauv kiag li tsis paub txog underground ib puag ncig; lub "Aerial Eyes"-kev txawj ntse innovation platform rau txhua hom drones- muaj peev xwm thauj khoom ntawm 50 kilograms thiab kev thauj mus los ntawm 3 km, tau ua tiav tag nrho ntawm 1,721 missions thiab ya mus 4,020 kilometers.

Impact on the Industry Chain:

Leej twg yuav tau txais txiaj ntsig?

Qhov kev txiav txim loj no tau txhawb nqa tag nrho kev lag luam saw. Kev sib tw toj roob hauv pes yog noj ntawm qhov txawv "bipolar qauv."

Raws li tsab ntawv ceeb toom los ntawm Jiemian Xov Xwm, cov tuam txhab neeg hlau koom nrog hauv qhov kev yuav khoom no suav nrog Yunshenchu, Yushu, Zhiyuan, UBTech, thiab Fuliye.

Ntawm lawv, Yunshen muaj qhov tob tshaj - koom tes nrog State Grid. Xyoo 2023, lub tuam txhab tau kos npe rau tsib-xyoo, 1 billion yuan daim ntawv cog lus los muab cov neeg hlau soj ntsuam rau ntau tshaj 1,000 substations; Kev thov rau kev txiav txim tseem muaj zog nyob rau xyoo 2025, nrog ntau dua 600 txoj haujlwm tau siv thoob plaws xyoo. Hauv qhov kev yuav khoom no, Yunshen tau saib los ntawm kev ua lag luam raws li tus neeg tau txais txiaj ntsig loj tshaj plaws hauv plaub pawg neeg hlau.

Ntxiv rau cov neeg tsim khoom lag luam, ib pab pawg neeg koom ua ke thiab cov chaw muab kev pabcuam nrog ntau xyoo dhau los hauv kev lag luam fais fab tau pom lawv cov nqi rov qab ntsuas. Lawv lub zog tseem ceeb tsis yog nyob rau hauv kev tsim cov neeg hlau, tab sis nyob rau hauv lawv cov kev faib tawm, cov ntaub ntawv peev txheej, thiab kev nkag siab ntawm cov ntawv thov tshwj xeeb.

Xianheng International: Raws li tus neeg xa khoom tseem ceeb rau kev muab khoom nruab nrab los ntawm lub xeev - cov tswv lag luam thiab kev tswj hwm hauv nruab nrab, lub tuam txhab tau pib muab 28.88 lab yuan tus nqi ntawm cov khoom siv ntse rau cov neeg siv khoom hauv xyoo 2025. Lub tuam txhab kwv yees tias kwv yees li 100,000 substations thoob teb chaws muaj kev soj ntsuam xav tau. Piv txwv tias txhua lub substation yog nruab nrog 1-2 units ntawm ib chav tsev nqi ntawm 500,000 mus rau 1 lab yuan, lub peev xwm ua lag luam loj nce mus txog pua pua billions ntawm qib yuan, thiab lub tuam txhab yuav tsum tau ntes ib qho kev lag luam feem ntau tshaj 20%.

Yijiahe: Ib tug ntev -tsim thawj coj nyob rau hauv domestic kev soj ntsuam fais fab neeg hlau, lub tuam txhab tau tsim ib tug multi-scenario ntse fais fab tov system npog substation, kis kab mob, thiab tis network kev nyab xeeb. Nws cov khoom lag luam suav nrog cov nyob hauv- kab khiav haujlwm robots, lub zog tshuaj xyuas neeg hlau, thiab quadruped robots.

Shenhao Technology: Thaum Lub Peb Hlis 2025, lub tuam txhab tau nkag mus rau hauv kev sib koom tes nrog Yundushen Technology los txhawb kev siv cov kev daws teeb meem ntse hauv thaj chaw xws li tshuaj xyuas hluav taws xob thiab hluav taws kub ceev.

CSG Technology: Raws li lub tshuab thev naus laus zis hauv Tuam Tshoj Southern Power Grid system, lub tuam txhab muaj qhov tshwj xeeb ua ntej -mover kom zoo dua hauv kev yuav khoom tom qab los ntawm Tuam Tshoj Southern Power Grid.

Ib qho kev hloov pauv rau kev lag luam:

Los ntawm "Small-Scale Validation" mus rau "Large-Scale Deployment"

Yog tias lub ntsiab lus ntawm kev lag luam neeg hlau ua ntej 2025 yog "kev ua haujlwm thev naus laus zis," ces lo lus tseem ceeb rau 2026 tau hloov mus rau "kev lag luam."

Saib rov qab ntawm Lub Xeev Grid txoj kev mus ncig ua si neeg hlau, ib txoj hauv kev evolutionary meej tshwm sim:

· 2023:Kos npe rau tsib-xyoo, 1 billion yuan daim ntawv cog lus nrog Yunshenchu, suav nrog ntau dua 1,000 substations-me me- ntsuas theem;

· 2025:Kev txiav txim rau Yunshenchu ​​tus dev neeg hlau tau tshaj 600 txoj haujlwm, nrog rau kev nthuav dav dav dav;

· 2026:Ib tug 6.8 billion yuan centralized procurement teg num yog siv, kos lub official nkag mus rau hauv lubloj -kev xa tawmtheem.

Qhov tseem ceeb ntawm qhov kev hloov pauv no txuas mus deb dhau ntawm kev lag luam fais fab nws tus kheej. Raws li tus qauv kev yuav khoom ntawm lub xeev hauv nruab nrab- cov tuam txhab lag luam, Lub Xeev Grid cov kev nqis tes ua yuav ua rau muaj txiaj ntsig zoo. Cov kws tshaj lij kev lag luam cia siab tias Tuam Tshoj Southern Power Grid thiab cov pab pawg loj hauv cheeb tsam yuav ua raws li kev sib tw, tsav tag nrho cov peev nyiaj hauv lub zog hluav taws xob kom tshaj 10 billion yuan hauv 2026.

Qhov tseem ceeb tshaj plaws, thaum "kev siv tshuab- xaj-iteration" lub voj voog kev lag luam tau ua tiav nyob rau hauv lub zog hluav taws xob, cov qauv no yuav nrawm nrawm rau hauv lwm qhov chaw lag luam xws li mining, roj thiab roj, tsheb ciav hlau, thiab hluav taws kub ceev. Qhov loj -kev lag luam loj ntawm embodied txawj ntse yog hloov los ntawm lo lus nug ntawm "yog" mus rau lo lus nug ntawm "thaum twg."

Cov ntaub ntawv rau kab lus no:

1. Daim ntawv tshaj tawm tshwj xeeb los ntawm Jiemian Xov Xwm '"Hard Tech Headlines" (Lub Plaub Hlis 22-24, 2026)

2. Qhia los ntawm 21st Century Business Herald's "STAR Market Daily" (Lub Plaub Hlis 24, 2026)

3. Qhia los ntawm "China Energy News" ntawm lub Xeev Grid Corporation lub vev xaib (Lub Plaub Hlis 29-30, 2026)

4. Hauv -Kev tsom xam tob los ntawm "Forecasting Energy" los ntawm Jiemian Xov Xwm (Lub Plaub Hlis 29, 2026)