en.Wedoany.com Reported - The 2026 World Artificial Intelligence Conference is underway in Shanghai, with three clear directions showing consumer-grade AI accelerating into daily life, central state-owned enterprises shifting from pilot projects to systematic collaboration, and international investment institutions bullish on China's AI industry chain.
This year's conference, for the first time, features three major zones—Expo, Zhangjiang, and West Bund—and four venues, forming an interconnected layout. The West Bund exhibition area brings together over 100 companies and more than 200 innovative products, covering AI glasses, smart earphones, wearable devices, medical naked-eye 3D, and other fields, all available for hands-on experience.
Xinyan Robot's intelligent companion robot made its global debut at this year's conference. The product features multimodal perception capabilities and long-term memory functions, enabling it not only to understand speech but also to recognize user expressions and emotions. The R&D team has also integrated the conversational experience of psychological counselors, giving interactions an emotional warmth.
United Imaging Intelligence showcased over 10 medical AI products, three of which are global debuts. These products are based on multimodal large models trained on massive medical datasets, covering the entire process from early home screening and hospital diagnosis to post-diagnosis interpretation, with the potential to achieve professional diagnosis in home settings in the future.
In the central state-owned enterprise sector, the State-owned Assets Supervision and Administration Commission (SASAC) announced during the conference the second batch of 60 high-value scenarios and 70 high-quality industry datasets. COSCO Shipping's intelligent supply chain steward platform has achieved multimodal interaction in text, voice, and images, covering core business such as vessel schedule inquiries, booking, and account reconciliation, providing 24/7 online responses. SASAC also officially launched the "Joint Foundation Project for Intelligent Software Factories," pooling the R&D capabilities of 13 central state-owned enterprises to drive the shift from pilot projects to systematic collaborative construction and large-scale replication. The chief scientist of China Electronics Corporation stated that AI should not only improve individual efficiency but also become an organizational benefit for the entire enterprise.
Multiple foreign institutions have clearly stated that investing in China's AI industry chain has become a consensus among global investors. Morgan Stanley, in its latest industry report, significantly raised its forecast for China's humanoid robot market, from 14,000 units at the beginning of the year to 50,000 units, nearly doubling the 28,000 units predicted in May this year. In terms of market size, it is expected to reach $2 billion in 2026 and grow to $15 billion by 2030. Morgan Stanley's chief Asia economist pointed out that China often anticipates demand growth 10 to 12 years in advance and deploys across the entire supply chain, a capability difficult for other economies to replicate. Data shows that China produces an average of over 1.5 billion chips per day, and the daily call volume of large models reaches hundreds of trillions of tokens, ranking first in the world. This year, the growth rate of China's AI core industry scale is expected to continue exceeding 30%. Beyond hardware capabilities, the judgment of capital markets is equally clear.
Goldman Sachs noted that the current total market capitalization of China's AI sector is approximately $4 trillion, which still has significant growth potential compared to its industrial advantages.
UBS assessed that demand for China's AI technology components remains strong, with orders already booked through the end of 2027. Related companies are expected to see profit growth of 80% to 90% this year, and an additional 40% to 50% growth next year.
