海天瑞声李科：业绩增长得益于AI产业爆发，已开始布局具身智能

Group 1 - The core theme of the "Phoenix Bay Area Finance Forum 2025" is "New Pattern, New Path," focusing on insights into changing dynamics and exploring new development opportunities [1] - Haotian Ruisheng reported a remarkable net profit growth of 813.65% year-on-year in its semi-annual report, attributed to the global demand for data driven by large models like DeepSeek [1] - The CEO of Haotian Ruisheng highlighted the company's dual market growth in both domestic and international sectors, particularly in the fields of Chain-of-Thought and multimodal data [1] Group 2 - The transition of large models from the digital world to the physical world is seen as a significant next step for AI, with "embodied intelligence" being a key focus area [1] - Haotian Ruisheng is proactively preparing for the unique data challenges posed by embodied intelligence, which are more complex than those in autonomous driving [1] - The company is establishing a diverse and heterogeneous "embodied intelligence data training ground" to collect data through interactions among different robots in the same environment [1] Group 3 - The CEO predicts that the entry of humanoid robots into household settings will take an estimated 5 to 10 years due to the unstructured nature of home environments and the highly personalized demands [2]