Core Viewpoint - The maturity of robotic "brains" is increasing, leading to a critical period for the industrialization of embodied intelligence, particularly in vertical fields such as clothing, healthcare, and logistics [1] Group 1: Technological Advancements - The development of robotic "brains" includes real-time interaction, multimodal perception, autonomous decision-making, and control capabilities, transitioning from basic models to more advanced multimodal models [1] - Recent advancements in target detection, 3D language mapping, object representation, strategy learning, and task planning have significantly enhanced robots' perception, decision-making, and control abilities [1][2] Group 2: Industry Challenges and Solutions - Current general-purpose robots face challenges such as limited real machine data, long inference times, and high motion control difficulties, which can be addressed by focusing on specific vertical scenarios [2] - Collaboration among supply chains, robot companies, users, and government entities is essential to overcome data limitations and accelerate the "data flywheel" effect [2] Group 3: Potential Application Scenarios - Industries with low penetration of industrial robots, such as plastics, food processing, and home appliances, present significant future application opportunities due to their need for flexible automation [3] - The labor-intensive clothing industry faces automation challenges, but advancements in models and sensors for fabric handling are promising, with companies like Jack Sewing Machine Co. leading the development of clothing robots [3][4] - The healthcare sector is seen as an optimal transition for home applications of embodied intelligence robots, addressing labor shortages and benefiting from policy support for trials in homes and communities [4] - The logistics industry, having achieved high automation in warehousing and sorting, still relies heavily on manual labor for certain tasks, presenting opportunities for embodied intelligence robots to fill gaps and integrate into existing systems [4]
国金证券:垂直领域具身智能机器人产业化窗口已至 看好服装等行业应用机会