TENCENT(HK:00700) Cai Jing Wang·2025-07-29 23:55Core Insights - Tencent's Robotics X Lab has launched the Tairos platform, aiming to provide essential software capabilities for robot manufacturers, transforming robots from passive machines to intelligent entities capable of perception, task planning, and autonomous decision-making [3][4][12] - The company has been exploring the field of embodied intelligence for seven years, identifying a gap in software and intelligence investment among Chinese robot manufacturers, which led to the development of the Tairos platform [4][5] - The Tairos platform consists of three tightly integrated large models that mimic human brain functions, enhancing robots' understanding of their environment and enabling them to execute complex tasks [6][8] Group 1 - The Tairos platform is designed to equip robots with a "brain," allowing them to perceive their surroundings and plan tasks effectively [3][4] - The platform includes model algorithms and cloud services, providing a comprehensive solution for robot manufacturers [6] - The embodied intelligence sector is still in its early stages, with the potential for growth in applications such as elder care and industrial fields [5][12] Group 2 - The core models of Tairos include a multi-modal perception model, a planning model, and a perception-action joint model, each serving distinct functions akin to human brain regions [8][9] - The company emphasizes productization over commercialization, focusing on transforming research outcomes into market-ready products for robot manufacturers [9][10] - The humanoid robot market is projected to become a major theme in technology investment over the next decade, with significant growth expected in China [12]