A | 世界模型作为人工智能领域的前沿方向,是具备对物理世界因果理解与未来推演能力的智能系统,是机器人“看懂世界”和“改变世界”的关键技术底座。当大语言模型完成数字世界的认知跃迁,行业开始期待世界模型打通虚拟与现实的边界,让具身智能真正落地到生产生活中。
A BYD flagship store at the Ulmen car dealership on H?herweg Auto Mile in Düsseldorf, Germany, with new cars on display out front. Photo: VCG Germany's industrial woes have increasingly become a hot topic of discussion. The latest Engineer Monitor report from professional association Verein Deutscher Ingenieure and the German Economic Institute offers a new look at the issue. The report showed that there were 58,392 unemployed individuals in the engineering and information technology (IT) professions in the fourth quarter of 2025, the highest level since the survey began in 2011. Compared with the previous year, the number of unemployed increased by 16.7 percent, according to German media reports on Sunday. These figures lay bare the challenges confronting the country's manufacturing sector. The reasons for the industrial woes are multiple. The soaring energy costs caused by geopolitical conflicts, the decline in exports caused by rising protectionism and low external demand, and the structural pain caused by industrial chain restructuring are all squeezing the space of German manufacturing. Manufacturing is the backbone of Germany's economy, and engineers and IT specialists constitute the core force that sustains this pillar. For decades, the country's reputation for "Made in Germany" excellence was built on the expertise of these skilled professionals. Regardless of the macroeconomic ups and downs, preserving the stability and continuity of its industrial talent pool represents a strategic bottom line for Germany. Should large numbers of highly skilled technical professionals leave the industry or sit idle, industrial research and development (R&D) and production cycles will be disrupted. Over the longer term, such a waste of human capital will erode Germany's industrial innovation capacity and, ultimately, undermine the foundations of its global competitiveness. In this context, the urgent task for Germany is to create sufficient quality positions for its technical talent. Should it fail to do so in the short term, then Germany needs to embrace a more open‑minded development approach. Shoring up its manufacturing base cannot be achieved solely through protecting domestic companies; it also requires a significant expansion of effective investment to create enough high‑quality jobs that can attract and retain skilled talent. This is exactly where China‑Germany cooperation could deliver tangible results. According to the FDI Report 2025 published by Germany Trade & Invest (GTAI), the total number of foreign investment projects in Germany fell 9.3 percent overall to 1,564 in 2025. Nonetheless, Chinese companies became the largest source of foreign investment projects in Germany in 2025, overtaking the US for the first time since 2017. Chinese companies launched 228 investment projects in Germany in 2025, up 14.6 percent year-on-year. More than one in five Chinese investment projects involved production and R&D activities, above the overall average for foreign investment projects in Germany. This is a sign that Chinese firms are deepening their integration into the local industrial base, according to GTAI. Observers noted the trend, pointing out that China is becoming an important force in driving German re‑industrialization. In industries where Germany urgently needs to rebuild its competitive edge, such as electric vehicles, batteries, energy technology, digital manufacturing, and automation, China is emerging as an increasingly significant complementary partner. In these critical areas that will determine industrial competitiveness in the coming decades, the relationship between China and Germany is not merely one of rivalry; there are clear and substantial complementarities. Germany still boasts world‑leading engineering expertise, precision manufacturing capabilities, and a strategic location at the heart of the European market. China has complete and highly integrated supply chains for raw materials and intermediate goods and large capacity for increasing production. When Chinese automakers set up R&D centers in Germany, or when Chinese tech firms collaborate with German factories to build smart production lines, the beneficiaries are not only the Chinese companies but also the German engineers who would otherwise face redundancy. Cross‑border investment cannot flourish without a sound policy environment. Chinese companies are apparently willing to develop in Germany, but it can only happen on the premise that the German side provides a fair, reasonable and predictable business environment, reduces non-market interference in commercial activities, and allows capital to operate in accordance with market rules. If the two countries are able to reach a deeper level of cooperation in investment, many of Germany's trade‑related concerns may well find more pragmatic solutions. The deep integration of industrial value chains would facilitate two‑way trade, creating renewed momentum for German exports of machinery, vehicles, chemicals, and other competitive products to China. 。 8月21日,在2026世界机器人大会主论坛,中国电子学会世界模型专家委员会正式成立,王坚院士受聘担任主任委员,并主持“世界模型到服务人类的现实距离”主题圆桌,八位来自产业一线的专委会委员共同剖析技术路线、产业痛点与落地路径。2026年世界机器人大会 图片来自大会官方供图 本次圆桌汇聚大晓机器人王晓刚、奥比中光黄源浩、无界动力张玉峰、跨维智能贾奎、智澄AI胡鲁辉、飞渡科技宋彬、蚂蚁灵波科技沈宇军、极佳视界朱政,覆盖传感器硬件、机器人本体、空间数字孪生、AI基础模型等产业链关键环节。对话从技术路径切入,厘清世界模型与VLA、大语言模型的本质差异。 机器人是AI实现闭环落地的最好场景 在物理世界中,谈及人形机器人,就绕不开通用人工智能向物理世界赋能这一命题,“机器人,是人工智能实现闭环、完成落地的最佳场景之一。”智澄AI创始人胡鲁辉表示,通用人工智能实现闭环落地,其核心正是世界模型与机器人的深度结合。 大语言模型、多模态大模型大多停留在数字空间的信息处理与生成,输入输出均以文本、图像等数字媒介为主,难以和物理世界产生真实交互反馈;而机器人作为实体载体,打通了“感知—理解—决策—行动—环境反馈”的完整链路,让AI真正走出屏幕接入现实物理世界。 “相较于大语言模型、VLA模型,世界模型的能力上限高出很多,当然,它对数据的需求也十分庞大。”跨维智能创始人贾奎认为,理想的世界模型不仅能生成机器人末端的有效执行轨迹,还可以预测机器人、其他物理智能体作用于环境之后,环境会发生怎样真实的动态改变。 现场专家普遍认为,世界模型集理解、生成、预测能力于一体,可以在执行动作前推演多种行为带来的未来状态。
C | 面对高昂的数据采集成本,行业探索多元破局路径:一方面深度联动制造业、服务业,从真实作业过程中沉淀真实数据;另一方面依靠世界模型自身的仿真生成能力,合成现实中罕见的极端样本,降低对真机采集的依赖。贾奎提出了Physicaltoken经济学理念,采用“人类真实经验预训练+生成仿真合成数据后训练”的组合路线。宋彬则呼吁政府、行业联盟应当共建开放基础数据集,推动数据要素市场化流转。沈宇军则提出,不能盲目追求数据规模,厘清任务所需精度下限、优化数据分布,远比堆砌数量更加关键。 王坚院士在总结时表示,世界模型赛道汇聚一批全新的创新力量,既要怀抱理想,也要直面产业现实。本次圆桌完整呈现国内世界模型产业的机遇、分歧与现实挑战,为我国世界模型与具身智能产业发展提供重要参考。
D | (曹玥)。
E |
Current article:http://www.lichuorenrenyitankanmeimu.cfd/bsz/5rgr.xls