SIASUN(SZ:300024) Xin Lang Zheng Quan·2025-06-28 09:03Core Insights - The event "Empowering New Energy, Driving the Future" held in Shanghai gathered over 100 global young scientists and more than 130 listed company entrepreneurs, highlighting the growing interest in embodied intelligence and its commercial applications [1][3]. Company Overview - Galaxy General Robotics, founded in May 2023, quickly secured seed funding and attracted top-tier investment institutions, positioning itself prominently in the field of embodied intelligence [3]. - The company focuses on developing embodied intelligence, which enables robots to understand and interact with the physical world, leveraging advancements in multimodal large models [3][4]. Technology and Innovation - The company emphasizes the importance of "end-to-end" technology routes in embodied intelligence, akin to the advancements seen in autonomous driving, but acknowledges the greater complexity and data requirements in this field [3][4]. - The current largest dataset for embodied intelligence is only at the level of millions of data points, significantly lower than the daily data volume in autonomous driving, which can reach up to 100 million segments [4]. - Galaxy General Robotics has developed a core technology based on synthetic large data pre-training for embodied large models, addressing the challenge of the "simulation-real" gap [5][7]. Product Development - The "GraspVLA" model, trained entirely on synthetic data (1 billion frames), demonstrates the capability to perform precise actions in real-world environments based solely on language instructions [7][9]. - The company has created a retail end-to-end model, "GroceryVLA," which can effectively navigate complex real-world shelf environments, showcasing its strong interference resistance [10][12]. Market Applications - Galaxy General Robotics has successfully implemented its humanoid robot solutions in various sectors, including retail and industrial applications, with plans for rapid deployment in major cities [14][15]. - The company has received orders from 100 pharmacies and operates in beverage and coffee shops, achieving a low failure rate in daily operations [15]. Future Outlook - The company is integrating its capabilities into a unified base model to accelerate deployment across diverse scenarios, indicating a significant transformation in retail, manufacturing, and service industries driven by embodied intelligence [15][16].