Hua Xia Shi Bao·2025-05-15 10:01Core Insights - The collaboration between major companies and robotics firms is accelerating, with a focus on humanoid robots and embodied intelligence [2][4] - Major companies are providing technological support and resources to enhance the development and application of humanoid robots [3][4] - The humanoid robot concept is gaining traction, with many companies in the sector reporting significant revenue growth [5] Group 1: Collaborations and Partnerships - Guanghe Tong has partnered with Yundenshu to provide customized positioning modules for a new generation of quadruped robots [2] - Yuejiang Technology has signed a strategic cooperation agreement with Tencent Cloud to focus on technology development and application in humanoid robots [2][3] - Huawei and UBTECH have announced a collaboration to innovate in the field of embodied intelligence and humanoid robots [2][4] Group 2: Technological Advancements - Tencent Cloud is supporting Yuejiang Technology with high-performance computing resources and a one-stop model training platform to enhance robot capabilities [3] - The development of humanoid robots is seen as a driver for advancements in core robotics technologies, requiring support from major companies [4] - The collaboration between large firms and robotics companies is expected to lead to breakthroughs in key technologies such as hardware lightweighting and software intelligence [4] Group 3: Market Trends and Performance - The humanoid robot concept index shows that 77 out of 109 companies have reported revenue growth, indicating a strong market trend [5] - Notable revenue growth has been reported by companies such as Xihua Technology, Shuanglin Co., and Allwinner Technology, with increases in both revenue and net profit [5] - The application of embodied intelligence in specific scenarios, such as logistics and industrial manufacturing, has demonstrated advantages in efficiency and cost reduction [5]