Sommet IA Incarnee Shanghai: 70% de Pieces Nationales, Industrie Recentre sur Technologie du Cerveau

At the International [Embodied Intelligence](/glossary/embodied-ai) Robot Industry Innovation Summit held in Shanghai in May 2026, a clear industry consensus emerged: with core component localization rate exceeding 70%, the sector has shifted focus from mechanical limbs to the AI brain.

Three-Layered Competition Landscape

Big Models and Platform Layer: SenseTime unveiled SenseNova U1 [multimodal model](/glossary/foundation-model) based on NEO-unify architecture, achieving SOTA performance at 8B parameters. The Kaiwu 3.0 world model has achieved Day 0 adaptation with 10 domestic chip makers including Walli and Cambricon, with 300% performance improvement.

Motion Control and Algorithm Layer: [Unitree](/companies/unitree-robotics) Technologies H1 humanoid completed 1500-meter track at 7.51 m/s average speed with dynamic error less than 0.1mm. The companys IPO raised 4.202 billion yuan, with nearly half投向智能机器人模型研发. The SpikePingpong table tennis control algorithm from Peking University integrates 20kHz high-frequency pulse vision, improving response speed 10x over traditional technology with 91% accuracy in 30cm target area.

Edge Computing and Hardware Layer: Dongtu Technology carries the banner of full-stack domestic electronic architecture. Its Hongdao operating system + AUTBUS bus combination provides autonomous and controllable foundation from real-time OS to communication protocol. AUTBUS is the first domestically led international bus standard incorporated into [humanoid robot](/glossary/humanoid-robot) standards.

Shanghai Ecosystem Development

Shanghai incorporates [embodied intelligence](/glossary/embodied-ai) into 15th Five-Year Plan core tracks. The Fuxing Island embodied intelligence spatial experiment platform aims to create a carbon-silicon symbiotic future city testbed. Pudong has gathered over 100 embodied intelligence enterprises covering complete machines, components, and models. The Mould Speed Space innovation community has brought together 300+ AI companies, reducing innovation barriers through computing and model coupons.