SIASUN(SZ:300024) Sou Hu Cai Jing·2025-08-13 04:02Group 1 - The core viewpoint is that while robots like those from Yushu Technology have found applications in industrial settings, the current technology is not mature enough for significant value generation in labor-intensive tasks, making performance and entertainment scenarios more viable for immediate deployment [2][3] - Yushu Technology aims to develop versatile humanoid robots capable of performing various tasks, but for now, they are focusing on performance and entertainment to build brand recognition and technical expertise [2][3] - The current hardware for robots is largely mature, but the development of intelligent models (embodied intelligence) remains a bottleneck, limiting large-scale application [3][5] Group 2 - Humanoid robots are transitioning from level L3 to L4, which signifies a qualitative leap in intelligence, allowing for more autonomous operations in various fields such as manufacturing, security inspection, logistics, and service industries [5] - L4 robots can independently handle complex tasks in factory settings, enhancing production efficiency and quality, and can autonomously navigate and monitor environments in security applications [5][7] - The safety of humanoid robots is currently insufficient for collaborative work with humans, as they require extensive training to operate effectively in industrial environments [7]