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研报掘金丨国海证券:首予协创数据“买入”评级,OmniBot打通端到端闭环
Ge Long Hui A P P·2025-09-25 09:43

Group 1 - The core viewpoint of the article highlights that Xichuang Data has launched the OmniBot, an embodied intelligent service platform that achieves an end-to-end closed loop from cloud simulation to physical deployment, marking a new phase in robot development [1] - OmniBot integrates NVIDIA's IsaacSim/IsaacLab simulation environment and GROOT robot intelligence model with its own cloud platform, creating a comprehensive cloud-based robot development and operation system [1] - The platform allows developers to complete model training in the cloud, significantly lowering the development threshold and costs through edge computing boxes that deploy models to the robots [1] Group 2 - OmniBot is adaptable to various robotic application scenarios, including industrial sorting, assembly operations, scientific education, and services, thereby aiding in cost reduction for robot development [1] - The company's second-quarter performance was strong, contributing to overall growth in the first half of the year, with intelligent computing products and services, as well as server peripherals and remanufacturing being the main growth drivers [1] - The initial coverage of the company has been rated as "Buy" [1]