机器人引领“具身智能”，是新质生产重要发展方向。（1）人口结构变 化背景下，机器人或可缓解劳动力短缺问题。据 2021 年刘骏等所著 《机器人可以缓解老龄化带来的中国劳动力短缺问题吗》，实证结果证 明，机器人能够弥补的劳动力工作可以部分抵消由人口结构变化带来 的劳动力短缺问题，这对更全面地理解中国人口结构变化问题及相关 政策调整有十分重要的意义。（2）机器人是新质生产力发展方向之一， 首次出现在政府工作报告中。据《中国报道》，2025 年政府工作报告 中首次提及“具身智能”和“智能机器人”。

Body worn video cameras are valuable tools that can be used by law enforcement personnel to record arrests, traffic stops, interviews and sobriety tests. Body worn video camera systems generally consist of a camera, battery, microphone, and onboard data storage. They are designed to be worn or head-mounted at different locations on the body, depending on the model.

A chatbot is a computer application that is used by companies for text and voice-based conversations with people. These chatbots can be integrated into applications, instant messaging, and websites.

Courier, express, and parcel (CEP) involves the fulfillment of different types of parcels, including business-to￾customer (B2C), business-to-business (B2B), and customer-to-customer (C2C), within 1-3 business days. Each vendor in the market has different service lines, such as ground delivery, express delivery, and deferred delivery.

CNC machine tools are automated precision machinery that utilizes computerized systems to control and execute complex machining operations. These machines are equipped with programmable software that enables precise control over cutting, shaping, and drilling processes, resulting in high-precision and consistent output. By utilizing programmed instructions, CNC machine tools can fabricate various materials, including metal, plastic, wood, and composite materials, with exceptional accuracy and repeatability. The flexibility and efficiency of CNC machine tools make them indispensable in industries such as manufacturing, aerospace, automotive, and tooling. These advanced systems have revolutionized the manufacturing sector by enabling the production of intricate components and products with minimal human intervention, leading to improved productivity and quality.

封装是半导体制造过程的关键阶段，全球封装产业规模稳步提升。由于下游高端消费电子、人工智能、数据中心等快速发展的应用领域大量依赖先进封装，未来，先进封装增速预计将明显快于传统封装。据Yole，全球先进封装市场规模预计2028年达到786 亿美元，2022-2028年CAGR为10.6%，远高于传统封装的3.2%，并将于2025年，首次超越传统封装，预计在全球封测市场 占比达51%。

本周（20250412-20250418）电子行业涨跌幅为（-0.6%），涨跌幅排名 26/31 位。申万一级行业领涨行业分别为：银行（+4.0%），房地产（+3.4%），综合（+3.0%），煤炭（+2.7%）， 石油石化（+2.3%）。沪深 300 指数涨跌幅为（+0.6%）。本周 SW 电子三级行业涨跌幅榜靠前的分别是：模拟芯片设计（+3.1%），面板（+1.7%），被动元件（+1.4%），其他电 子Ⅲ（+0.3%），LED（+0.1%）。

半导体的海外市场和国内市场规律各不相同，海外市场半导体是一个成熟的周期成长行业，国内市场还处于快速发展的中前期成长阶段。

人工智能的发展主要依赖两个领域的创新和演进：一是模仿人脑建立起来的数学模型和算法，其次是半导体集成电路AI芯片。AI的发展一直伴随着半导体芯片的演进，1989年贝尔实验室的杨立昆（Yann LeCun）等人一起开发了可以通过训练来识别手写邮政编码的神经网络，但那个时期训练一个深度学习卷积神经网络（Convolutional Neural Network，CNN）需要长 达3天，因此无法实际使用。硬件计算能力的不足，导致了当时AI科技泡沫的破灭。

Global Digital Camera Market Size and Share Analysis - Growth Trends and Forecasts