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对话优理奇CEO杨丰瑜:00后创业不押注VLA,把机器人先送进酒店干活
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-08-28 07:13

Core Insights - Unix AI's robots achieved significant recognition at the World Humanoid Robot Games, winning two golds and one silver in hotel cleaning and concierge service categories, leading to increased interest from hotel clients [1][7] - The company focuses on "C-end" scenarios, such as hotels and nursing homes, to develop and refine its robots' capabilities, which can later be applied to various other sectors [1][9] - Unix AI employs a unique technical approach that breaks down required actions into key points and motion trajectories, allowing robots to learn efficiently from minimal data [3][17] Group 1: Competition Impact - Following the competition, Unix AI experienced a surge in inquiries, with over ten hotel clients visiting the company for consultations [1][7] - The competition not only showcased the robots' capabilities but also served as a platform for improving their performance through practical challenges faced during preparation [7][12] Group 2: Technical Approach - Unix AI's strategy involves deploying robots in real-world scenarios to gather data, which is then used to enhance their learning and operational efficiency [3][12] - The company does not currently pursue the mainstream Vision-Language-Action (VLA) approach due to a lack of sufficient data, opting instead for a more grounded method [2][18] Group 3: Product Development - The Wanda series robots, including the second and third generation, were showcased at the competition, with the third generation designed for enhanced performance in practical applications [26][28] - The company emphasizes the importance of self-developed hardware to maintain control over costs, quality, and data consistency across different robot generations [24][25] Group 4: Market Positioning - Unix AI's focus on the hotel cleaning sector is strategic, as it allows for high error tolerance and the ability to collect valuable training data in less sensitive environments compared to industrial settings [10][11] - The company believes that mastering skills in "C-end" scenarios will facilitate the transition to other applications, such as households and restaurants [9][10]