2 1 Shi Ji Jing Ji Bao Dao·2025-05-13 03:30Core Viewpoint - Major tech companies are fully entering the field of embodied intelligence, focusing on humanoid robots and their applications in various industries [2][3]. Group 1: Strategic Collaborations - Tencent Cloud and Yujian Technology signed a strategic cooperation agreement to enhance technology development and application in humanoid robots, aiming for large-scale deployment in industrial, commercial, and household scenarios [2]. - Yujian Technology, as China's leading collaborative robot manufacturer, has a cumulative global shipment of over 80,000 collaborative robots by 2024, with a self-research rate of over 90% for key components [2]. - Huawei and Ubtech also signed a comprehensive cooperation agreement, focusing on product technology development and application in humanoid robots, mirroring the collaboration model of Tencent and Yujian [3]. Group 2: Market Dynamics - The partnerships indicate a trend where major tech companies provide AI infrastructure while humanoid robot companies offer hardware and vertical solutions, creating a powerful combination for market penetration [3]. - The involvement of large companies suggests that humanoid robot firms may struggle to compete independently in terms of speed and market access [3]. Group 3: Industry Evolution - The shift from AI large models to more hardware-focused applications in robotics reflects the evolving landscape of the tech industry [3]. - Tencent previously attempted to develop robots through its Robotics X lab but has now pivoted to becoming a partner for robot manufacturers rather than competing directly in hardware [4].