Di Yi Cai Jing·2025-07-29 10:47Core Insights - The WAIC 2025 highlighted the prominence of robotics, marking a shift in focus from hardware to software advancements in the field [3][4] - Companies like Zhiyuan, Tencent, and SenseTime showcased their developments in perception-action models and world models, enhancing robot autonomy and interaction with the environment [3][5] - Major model companies like MiniMax and Moonlight have recently released models competing with DeepSeek, indicating a competitive landscape in the AI model sector [5][8] Robotics Developments - Almost all humanoid robot companies participated in WAIC 2025, showcasing limited hardware changes but significant software advancements [3][4] - Zhiyuan introduced the "Genie Envisioner" world model, enabling robots to predict and plan actions before execution, marking a shift from passive to active operation [9][11] - SenseTime launched the "Wuneng" embodied intelligence platform, allowing robots to understand and interact with their environment effectively [13] AI Model Innovations - MiniMax and Moonlight are competing for dominance in the open-source model community, with MiniMax's M1 model ranking second and Moonlight's K2 model claiming the top spot in different rankings [8] - Tencent released the "Hunyuan 3D World Model," simplifying 3D scene construction and enabling user interaction [15][16] - Step 3, a new multimodal reasoning model from Jieyue Star, is designed to optimize performance on domestic chips, enhancing the cost-effectiveness of AI applications [17] Industry Insights - The robotics industry is expected to see significant commercialization within the next two years, with companies like Yushun targeting specific market segments [21] - The competition among AI models is shifting towards professional developers rather than general consumers, indicating a strategic focus on specialized applications [8][20] - The AI investment landscape in China has seen a resurgence, with a 45.3% increase in funding and a 59.9% rise in investment events compared to the previous year [34]