性能超特斯拉Optimus，华为布局具身智能机器人

Group 1 - Qianxun Intelligent (Hangzhou) Technology Co., Ltd. has undergone a business change, adding Huawei's Shenzhen Hubble Technology Investment Partnership and Shenzhen Innovation Investment Fund Center as shareholders [1] - Qianxun Intelligent focuses on the research and development of highly generalized embodied intelligent robots, with core technologies including ViLa (Visual Language Model) and CoPa (Component Constraint Model) [1] - The first commercial robot, Moz1, integrates 26 degrees of freedom full-body force control and has a power density exceeding Tesla's Optimus by 15%, with plans for deployment in service and industrial scenarios by 2025 [1] Group 2 - According to the "2025 Humanoid Robots and Embodied Intelligence Industry Research Report," the global embodied intelligence market is expected to reach 232.63 billion yuan by 2030, with a compound annual growth rate (CAGR) of 64.18% [2] - China is projected to become the core growth engine of the global embodied intelligence market, with an estimated market size of 103.75 billion yuan by 2030, accounting for 44.6% of the global market [2] Group 3 - Aofei Entertainment's investment in Noyiteng has collaborated with NVIDIA Isaac to achieve data connectivity between motion capture systems and NVIDIA Isaac Sim, providing technical support for Qianxun Intelligent's robot project [3] - Dianguang Media's subsidiary, Dashen Caizhi, is an investor in Qianxun Intelligent [4]