Shanghai issues a new-generation intelligent manufacturing action plan: to push 8,000 humanoid robots into factories by 2028

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According to a notice released by the Shanghai Municipal Commission of Economy and Informatization, the commission has issued the "Shanghai Action Plan for Accelerating the Development of a New Generation of Intelligent Manufacturing." The plan proposes that by 2028, the city will achieve full coverage of smart factories among key manufacturing enterprises, promote full coverage of AI applications in smart factories, cultivate 500 advanced-level smart factories, achieve breakthroughs in more than 2,000 AI application scenarios in manufacturing, develop 10 advanced and applicable vertical-domain large models, launch more than 300 high-level agents, reach an industrial robot density of 600 units per 10,000 people, and drive 8,000 humanoid robots into factories. The plan also specifies that the scale of the AI-empowered new-generation intelligent manufacturing equipment industry will exceed 200 billion yuan, and the scale of the intelligent manufacturing system integration industry will reach 100 billion yuan.

Intelligent manufacturing refers to a new production mode featuring the deep integration of a new generation of information and communication technologies with advanced manufacturing technologies, covering links such as R&D and design, production and manufacturing, and operations management. The upstream of the industrial chain consists of basic software and hardware such as industrial software, sensors, and control systems; the midstream consists of intelligent equipment and system integration; and the downstream is widely applied in industries such as automobiles, electronics, and equipment. Looking at the policy process, on October 21, the Ministry of Industry and Information Technology's Industrial Software Standardization Technical Committee was established, responsible for the development and revision of industry standards in areas such as key technologies, data interoperability, products and services, integrated applications, and ecosystem development, guiding and promoting the high-quality development of the industrial software industry.

Guotai Haitong pointed out that the MIIT's establishment of the industrial software standards committee and its research and drafting of new-generation intelligent manufacturing policies have strengthened the policy orientation toward integrating AI with the entire manufacturing chain, and the subsequent implementation of supporting measures is expected to drive the intelligent upgrading of industrial software and the release of demand for intelligent manufacturing projects.

China Merchants Securities judges that, as Agentic AI applications gradually mature, the "entry value" on the AI device side is gradually emerging, and large companies' agents and AI terminals are being launched intensively; the first quarter of 2027 may be an important verification window.

Reference research report sources:

Guotai Haitong - "Computer Industry: MIIT Establishes Industrial Software Standards Committee and Studies New-Generation Intelligent Manufacturing Policies, Promoting Accelerated Industry Development" - October 26, 2026

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