On March 10, the Guangdong Provincial People's Government Office issued several policy measures to promote the innovative development of AI and the robot industry (hereinafter referred to as the "Measures").

The "Measures" cover 12 detailed aspects such as technology breakthroughs, enterprise cultivation, application scenarios, industry aggregation, key projects, CNI Data Factor Index, open-source ecology, talent, investment and financing, system construction, communication platforms, and regulatory mechanisms. For example:

In supporting key core technology breakthroughs, a manufacturing innovation center in the field of AI and robots will be established, with provincial finance providing a maximum of 50 million yuan and 10 million yuan in funding support for qualifying national and provincial manufacturing innovation centers, respectively.

In nurturing quality enterprises, support will be provided for companies to integrate resources from the AI and robot Industry Chain and innovation chain, promoting clustered development and enhancing the overall collaborative innovation capability of the industry chain.

In creating application scenarios, the "AI+" initiative will be implemented to extensively expand applications in fields such as Education, Medical, transportation, civil affairs, finance, and security. The "Robot+" initiative will also be organized, focusing on industrial, agricultural, urban management, medical, retirement services, and special operations sectors to deeply explore open application scenarios.

In enriching the supply of CNI Data Factor Index, a high-quality AI dataset and corpus will be constructed to form a batch of high-quality data products and services. Support will be provided for the development of a data trading market, promoting the Guangzhou and Shenzhen Exchanges to create national-level data trading venues.

Looking at the longer timeline, recent policies for embodied intelligent robots have significantly gained momentum:

The 2025 Government Work Report mentions the deep promotion of the integrated cluster development of strategic emerging industries. It will carry out large-scale application demonstration actions for new technologies, new products, and new scenarios, and promote the safe and healthy development of emerging industries such as commercial aerospace and low-altitude economy. A future industry investment growth mechanism will be established, fostering future industries such as biomanufacturing, quantum technology, embodied intelligence, and 6G—among these, embodied intelligence and 6G are mentioned for the first time in the Government Work Report.

On March 3, the Shenzhen Science and Technology Innovation Bureau issued the "Shenzhen Embodied Intelligence Robot Technology Innovation and Industry Development Action Plan (2025-2027)", aiming to cultivate over 10 companies with valuations exceeding 10 billion yuan and over 20 companies with revenues exceeding 1 billion yuan by 2027, achieving the landing of over 50 billion-level application scenarios and the related industry scale reaching over 100 billion yuan, with more than 1,200 enterprises in the embodied intelligence robot industry cluster.

On February 28, the Beijing Municipal Science and Technology Committee, the Beijing Centergate Technologies Management Committee, and other departments issued the "Beijing Embodied Intelligence Technology Innovation and Industry Cultivation Action Plan (2025-2027)", proposing that by 2027, in terms of industry scale, Beijing will cultivate no less than 50 core enterprises in the upstream and downstream of the industry chain, form no less than 50 mass-produced products, and achieve no less than 100 scalable applications in three major scenarios: scientific research education, industrial commerce, and Personal Services, striving to promote the large-scale landing of 10,000 embodied robots and cultivate a 100 billion-level industry cluster.

In addition, the Beijing Economic and Technological Development Zone will hold the Beijing Yizhuang Half Marathon on April 13, during which the world's first humanoid robot half marathon will also take place.

GTJA's report today pointed out that referring to the development history of new energy vehicles, government guidance and promotion are particularly important in the early stages of emerging industry development. The year 2025 will be a policy year for humanoid robots in China, with places like Shanghai, Beijing, Shenzhen, and Chongqing already issuing relevant policies. By 2025, local governments are expected to become the main purchasers and driving forces of the humanoid robot industry.

Moreover, Guotou Securities stated that from the robot action plans or policy shifts of various local governments, it can be seen that local policies have now shifted from introducing development goals to providing financial support, reflecting the nation's increasingly firm determination to strongly support the development of the robot industry.

According to incomplete statistics from the Star Daily, the related companies of the robot industry chain in A-shares from Guangdong, Shanghai, Jiangsu, Anhui, Chongqing, Beijing, and other regions include: