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On October 27, 2026, the Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing." The plan proposes cultivating 500 advanced-level smart factories by 2028, promoting the deployment of 8,000 humanoid robots into factories, developing 10 advanced and applicable vertical-domain large models, and launching more than 300 high-level intelligent agents. Subsequent reports further listed the goals: full coverage of smart factories among the city's key manufacturing enterprises, an industrial robot density of 600 units per 10,000 workers, and the scale of the AI-empowered new intelligent manufacturing equipment industry exceeding 200 billion yuan. The plan also proposes developing and promoting physical AI equipment, driving the upgrade of intelligent manufacturing equipment into equipment intelligent agents, cultivating single-point implementation service providers in areas such as corpus services, digital twins, and AI Agents, and accelerating breakthroughs in high-performance AI chips and building a "hub-region-edge" computing infrastructure system. There are currently no further facts on the plan's implementation progress.
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Oct 28
East Money
Humanoid robot sector sees wave of limit-up stocks; Unitree Technology at one point rose over 10% to reclaim the 700 yuan mark
On October 28, the humanoid robot sector surged across the board, with Haunen Qidian, Anpeilong, Danghong Technology and other stocks hitting the 20cm limit-up, while Unitree Technology at one point rose over 10% to a high of 709 yuan per share. On October 25, JPMorgan upgraded Unitree Technology's rating by two notches from "Underweight" to "Overweight," raised its December 2027 target price from 300 yuan to 995 yuan, and raised its 2028 humanoid robot sales forecast from 41,600 units to 111,600 units. On the policy front, Shanghai issued a new-generation intelligent manufacturing action plan, and the first batch of six national standards for humanoid robots will take effect on April 1 next year.
East Money
Shanghai issues a new-generation intelligent manufacturing action plan: to push 8,000 humanoid robots into factories by 2028
The Shanghai Municipal Commission of Economy and Informatization has issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing that by 2028 the city achieve full coverage of intelligent factories among key manufacturing enterprises, cultivate 500 advanced-level intelligent factories, push 8,000 humanoid robots into factories, and reach an industrial robot density of 600 units per 10,000 people. The plan also calls for developing 10 advanced and applicable vertical-domain large models, launching more than 300 high-level intelligent agents, and driving the scale of the AI-empowered new intelligent manufacturing equipment industry to exceed 200 billion yuan.
East MoneyRelated discussion
East Money joined this discussion
This post contributes to heat; it is not a formal report or confirmed fact.
East Money
NVIDIA plans to invest $3 billion for an equity stake in Meta, deepening Muse large model cooperation; TSMC plans to raise CoWoS packaging quotes by up to 20%
NVIDIA announced it is expanding cooperation with Meta in the AI assistant Muse and related large model fields, and will make a $3 billion equity investment in Meta. Meta will expand deployment of next-generation infrastructure including the Vera Rubin architecture, Vera CPU, Spectrum-X Ethernet, and BlueField-4. TSMC and other wafer foundry and packaging/testing companies are preparing to raise CoWoS packaging quotes, with increases of up to 20%, and their monthly CoWoS capacity is expected to exceed 130,000 wafers in 2026.
Oct 27
The Paper
Shanghai releases a new-generation intelligent manufacturing action plan, aiming to bring 8,000 humanoid robots into factories by 2028
On October 27, the Shanghai Municipal Commission of Economy and Informatization published the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing that by 2028 the city achieve full coverage of smart factories among key manufacturing enterprises and full coverage of AI adoption in smart factories. The plan sets out "54321" goals, including cultivating 500 advanced-level, 50 excellence-level, and 5 leading-level smart factories, surpassing 2,000 AI application scenarios in manufacturing, developing 10 domain-specific large models, launching more than 300 agents, reaching an industrial robot density of 600 units per 10,000 people, and promoting the entry of 8,000 humanoid robots into factories.
East Money
Shanghai issues a new-generation intelligent manufacturing action plan, aiming to bring 8,000 humanoid robots into factories by 2028
On October 27, the Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing to cultivate 500 advanced-level smart factories, surpass 2,000 AI application scenarios in manufacturing, develop 10 advanced and applicable domain-specific large models, launch more than 300 high-level agents, and bring 8,000 humanoid robots into factories by 2028. The plan also proposes to develop and promote physical AI equipment, upgrade intelligent manufacturing equipment into equipment agents, cultivate single-point implementation service providers such as corpus services, digital twins, and AI Agent, while accelerating breakthroughs in high-performance AI chips and building a "hub-region-edge" computing infrastructure system.
Securities Times
Shanghai issues a new-generation intelligent manufacturing action plan, aiming to bring 8,000 humanoid robots into factories by 2028
On October 27, the Shanghai Municipal Commission of Economy and Informatization issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing that by 2028, key manufacturing enterprises achieve full coverage of smart factories, cultivate 500 advanced-level smart factories, surpass 2,000 AI application scenarios in manufacturing, launch more than 300 high-level agents, reach an industrial robot density of 600 units per 10,000 people, and bring 8,000 humanoid robots into factories. The plan also proposes developing and promoting physical AI equipment, upgrading intelligent manufacturing equipment into equipment agents, and building more than 10 domain-specific large models for industries such as high-end equipment, shipbuilding and marine engineering, and industrial software.
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Semiconductor Industry Observer
Shanghai releases a new-generation intelligent manufacturing action plan, proposing to cultivate 500 advanced-level smart factories by 2028
The Shanghai Municipal Commission of Economy and Informatization has released the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing that by 2028 it will achieve full coverage of smart factories among key manufacturing enterprises and full coverage of AI application popularization in smart factories, and cultivate 500 advanced-level smart factories, 50 excellent-level smart factories, and 5 leading-level smart factories. The plan also proposes breakthroughs in more than 2,000 AI application scenarios in manufacturing, the development of 10 advanced and applicable vertical-domain large models, the launch of more than 300 high-level agents, an industrial robot density of 600 units per 10,000 people, and the promotion of 8,000 humanoid robots entering factories. The plan deploys key tasks around supply leadership, foundation-building innovation, tiered cultivation of smart factories, and ecosystem creation, and is supported by talent training and policy support measures.
YicaiRelated discussion
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Yicai
Shanghai issues a new-generation intelligent manufacturing action plan, supporting innovative breakthroughs in humanoid robots, collaborative robots, and more
The Shanghai Municipal Commission of Economy and Informatization has issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing support for innovative breakthroughs in robots such as humanoid robots, collaborative robots, and high-precision heavy-duty robots. The plan also calls for promoting the deep integration of AI technology and equipment, upgrading intelligent manufacturing equipment into equipment agents, and accelerating the iterative upgrading of AI-empowered industrial mother machines such as ultra-precision grinding machines and large five-axis machine tools.
Securities Times
Shanghai issues a new-generation intelligent manufacturing action plan: supporting innovative breakthroughs in humanoid robots, collaborative robots, and more
The Shanghai Municipal Commission of Economy and Informatization has issued the "Shanghai Action Plan for Accelerating the Development of New-Generation Intelligent Manufacturing," proposing support for innovative breakthroughs in robots such as humanoid robots, collaborative robots, and high-precision heavy-duty robots. The plan also calls for promoting the deep integration of AI technology and equipment, upgrading intelligent manufacturing equipment into equipment agents, and accelerating the iterative upgrading of AI-empowered industrial machine tools such as ultra-precision grinding machines and large five-axis machine tools, while advancing the localization of inspection equipment such as X-ray photoelectron spectrometers and industrial CT systems.
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