SIASUN(SZ:300024) 3 6 Ke·2025-09-17 13:24Core Insights - The strategic partnership between Teslian and UBTECH aims to integrate "spatial intelligence" and "embodied intelligence" to advance the development of intelligent robotic systems [1][4] - The embodied intelligence industry is transitioning from "laboratory demonstrations" to "initial industrial applications," facing challenges such as technological bottlenecks and high computational costs [1] - Spatial intelligence is crucial for enabling machines to perceive and interact with the physical world autonomously [1] Group 1: Company Collaboration - Teslian and UBTECH will share and innovate on spatial and embodied intelligence technologies to enhance robotic capabilities [1][4] - The collaboration will leverage Teslian's spatial large model and high-quality spatial data to support the training of UBTECH's humanoid robots [4] - UBTECH's humanoid robots will generate multimodal interaction data that will enrich spatial data resources, optimizing the spatial reasoning capabilities of the models [4] Group 2: Technological Developments - Teslian has segmented its business into three layers: AIoT infrastructure, AIoT domain models, and AIoT intelligent agents, each corresponding to different capabilities of spatial intelligence [2] - The AIoT domain model enables machines to understand physical laws and complex tasks through a self-developed spatial large model [2] - The AIoT infrastructure includes a hybrid reasoning intelligent computing platform (HICP) that supports high-performance, low-latency computing resources for cloud training and edge reasoning [2] Group 3: Future Implications - The partnership aims to evolve robots from mere execution tools to intelligent agents capable of human-machine collaboration [4] - The integration of advanced spatial reasoning and multimodal interaction is expected to lead to the development of next-generation intelligent robotic systems with high autonomy and interaction capabilities [4]