Core Insights - The trend of embodied intelligence is gaining momentum, with major AI companies, including SenseTime, actively entering the field [2][6] - SenseTime is forming a core team for its embodied intelligence initiative, recruiting talent from the smart driving and computer vision sectors [6] - The upcoming 2025 World Artificial Intelligence Conference (WAIC) will see SenseTime launch its embodied intelligence platform, integrating perception, visual navigation, and multimodal interaction capabilities [6] Group 1 - SenseTime's strategic move into embodied intelligence is a natural extension of its visual technology expertise, transitioning from "understanding the world" to "modifying the world" [6] - The global focus on embodied intelligence is expected to intensify by 2025, with advancements from companies like Google's Gemini Robotics and Figure AI's Helix model showcasing significant capabilities [6] - Domestic internet giants are also making strides in this area, with JD.com investing in leading companies in embodied intelligence and Meituan leading investments in multiple projects [7] Group 2 - Ant Group has established a subsidiary, Ant Lingbo Technology, dedicated to embodied intelligence, indicating strong interest from major players [7] - According to research from Galaxy Securities, the global embodied intelligence industry is poised for accelerated growth by 2025, driven by leading companies and active investment activities [7] - The industry is witnessing a surge in strategic collaborations and production plans, with a high level of enthusiasm and application in various scenarios [7]
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