- 产业与经济
- 文章编号：1009-6000(2025)10-0099-06
- 中图分类号：F427；TP242 文献标识码：B
- Doi：10.3969/j.issn.1009-6000.2025.10.015
- 项目基金：国家社会科学基金一般项目“数智赋能专精特新企业高质量发展的影响机理与路径研究”（23BGL054）；中国工程院科技战略咨询项目“长江口产业创新协同区建设研究（具身机器人产业为例推进长江口产业创新协同区建设路径研究）”（2025-121-04）；南京大学智库课题“长三角具身机器人产业链协同发展研究”的阶段性成果。
- 作者简介：郑琼洁，南京市社会科学院研究员，江苏省扬子江创新型城市研究院研究员；
石有为，南京大学商学院，博士研究生；
贺昊棋，南京大学商学院，硕士研究生。
- 南京在长三角具身智能机器人产业链协同中的角色定位与发展路径
- Nanjing’s Role Positioning and Development Path in the Collaborative Industrial Chain of Embodied Artificial Intelligent Robots in the Yangtze River Delta
- 郑琼洁 石有为 贺昊棋
- ZHENG Qiongjie SHI Youwei HE Haoqi
- 摘要：
具身智能作为新一轮产业变革的关键力量，正推动着长三角地区加速构建世界级机器人产业集群。文章基于产业通数据库企业微观数据，深入剖析了南京市在长三角具身智能机器人产业链中的功能定位、比较优势及发展制约因素。研究发现，依托丰富的科教资源，南京在产业链上游特别是数据处理与人工智能环节展现了显著的技术创新策源能力，但在科技企业孵化培育体系和成长期风险资本供给方面存在瓶颈。为巩固技术策源优势并弥合产业生态短板，南京急需以深化区域协同为基础，着力提升技术成果转化效率，完善全周期企业梯度培育体系以及优化多层次资本配置机制。 - 关键词：
具身智能；产业集群；区域分工；资本错配 - Abstract: Embodied artificial intelligence, as a key drving force of the new round of industrial transformation, is accelerating the construction of a world-class robotics industry cluster in the Yangtze River Delta region. Based on microdata of enterprises from the Eenterlink Database, this study deeply analyzes the functional positioning, comparative advantages, and development constraints of Nanjing in the embodied artificial intelligence robotics industry chain of the Yangtze River Delta. The research finds that, relying on abundant scientific and educational resources, Nanjing demonstrates significant technological innovation capability, particularly in the upstream segments of the industry chain like data processing and artificial intelligence. However, bottlenecks exist in its technology business incubation and cultivation system, as well as in the supply of growth-stage venture capital. To consolidate its technological innovation advantages and bridge gaps in the industrial ecosystem, Nanjing urgently needs to deepen regional collaboration, enhance the efficiency of technology transfer and commercialization, improve the full-cycle enterprise incubation and scaling system, and optimize a multi-tier capital allocation mechanism.
- Key words: embodied artificial intelligence; industrial cluster; regional division of labor; capital misallocation