At the third China International Supply Chain Promotion Expo held today, NVIDIA founder and CEO Jensen Huang stated that artificial intelligence has become the core infrastructure driving industrial transformation, profoundly changing the entire process of industrial supply chains.
According to Huang, the key force behind industrial transformation will be the next generation of AI robotic systems. These systems can understand the physical world, possess reasoning capabilities, and autonomously execute tasks.
AI is becoming a fundamental infrastructure, much like electricity and the internet, revolutionizing supply chains and changing the way we design, manufacture, and transport everything.
He predicts that within the next decade, factories will undergo a fundamental transformation: teams of robots commanded by software and AI will work alongside humans to manufacture intelligent products, fundamentally revolutionizing existing industrial production models.
Huang introduced that China has already launched hundreds of digital twin simulation research projects specifically aimed at optimizing factory design and construction.
Many industrial robots are trained using NVIDIA’s Omniverse platform. This virtual world platform provides a safe and reliable environment for robot training, becoming an important bridge connecting digital technology and industrial production.
In the construction of the AI industrial ecosystem, China is also showing strong momentum.
Huang revealed that over 1.5 million Chinese developers are currently engaged in industrial AI innovation based on the NVIDIA platform, with many leading industrial AI models being developed and open-sourced, continuously enhancing China’s influence in the field of industrial AI.
In practical applications, AI is effectively transforming into industrial productivity.
Huang cited examples such as Xiaomi leveraging AI technology to enhance the R&D efficiency and product performance of autonomous vehicles and smartphones; Baidu’s intelligent search providing strong support for industrial information retrieval and data analysis.
Huang emphasized that artificial intelligence is driving a comprehensive upgrade of industrial production methods. In the future, AI will become the core of every link in the industrial field, opening new industrial revolutions and growth opportunities for China’s excellent industrial supply chain ecosystem.
This article selects and organizes A-share listed companies that are deeply engaged in the field of AI, robotics, and industry for further research and reference.
The companies and data mentioned in this article are only for industry dynamics sorting and information summarization, and do not constitute any form of investment recommendation, operational advice, or profit commitment, and are only for industry research and academic exchange reference.
Core Enterprises
Estun (002747.SZ)
As a leading domestic industrial robot company, Estun has a full range of six-axis robot products covering a load range of 3kg to 700kg, and has created intelligent production lines in fields such as photovoltaics and automotive manufacturing. Its robots are trained through NVIDIA’s Omniverse platform, achieving efficient collaboration between digital twins and the physical world, especially demonstrating high precision and flexibility in complex process scenarios.
Inovance Technology (300124.SZ)
Inovance Technology is a leader in core components for robots, independently developing key components such as star roller screws and sensors, with the highest market share for SCARA robots in China. The company is accelerating its layout in the humanoid robot field and will launch high-performance joint component products by 2025, optimizing robot motion trajectories and predictive maintenance capabilities through AI algorithms.
iFlytek (002230.SZ)
iFlytek has achieved significant results in the field of industrial AI quality inspection, with its “Worry-Free Fabric Detection” system using computer vision technology to achieve real-time detection of fabric defects, with a missed detection rate of less than 2%, reducing secondary fabric losses by over 80%. In addition, its AI industrial endoscopes and acoustic imaging devices have been applied in scenarios such as aircraft engine inspection and power equipment operation and maintenance, promoting intelligent industrial perception.
Hikvision (002415.SZ)
Hikvision’s machine vision solutions are widely used in fields such as 3C electronics and new energy vehicles, capable of performing high-precision tasks such as semiconductor wafer inspection and lithium battery electrode defect recognition. Its AI algorithm platform supports real-time analysis at the edge, improving the detection efficiency and stability of industrial automation production lines.
Baoxin Software (600845.SH)
Baoxin Software’s industrial internet platform xIn³Plat has served industries such as steel and pharmaceuticals, optimizing factory design and production processes through digital twin technology. The platform integrates AI algorithms to achieve predictive maintenance of equipment and supports cross-industry applications such as smart agriculture and smart transportation, promoting the digital transformation of the entire industrial process.
Thunder Software Technology (300496.SZ)
Thunder Software Technology collaborates with NVIDIA to develop the Jetson AGX Orin edge computing platform, providing low-power, high-performance support for industrial robots, applied in autonomous logistics vehicles and intelligent warehousing systems. Its AI development toolchain lowers the threshold for robot application development, accelerating the intelligent implementation of industrial scenarios.
EFORT Intelligent Equipment (688165.SH)
EFORT leads a national key R&D program to develop autonomous intelligent arc welding robot systems, achieving autonomous recognition and collaborative operation of complex weldments through multimodal perception and knowledge-driven large models. The company is also collaborating with Huawei Cloud to build an embodied intelligent ecosystem, promoting the upgrade of industrial robots from automation to intelligence.
Inspur (000977.SZ)
As a core partner of NVIDIA, Inspur is deeply involved in the adaptation of the H20 chip, with its AI servers supporting the training of large industrial models and real-time data analysis, holding a market share of over 50%. The company provides computing power infrastructure for companies like Xiaomi and Baidu, directly empowering scenarios such as autonomous driving R&D and industrial information retrieval.