SIASUN(SZ:300024) Sou Hu Cai Jing·2025-10-17 05:48Group 1 - The core focus of the article is on the rising interest and investment in the field of embodied intelligence, particularly in the context of the startup Qianjue Robotics, which specializes in tactile perception technology [1][3]. - Qianjue Robotics has successfully completed its third round of financing this year, attracting significant investments from notable venture capital firms and industry players like Li Auto [1][3]. - The company's multi-modal tactile perception technology allows robots to adjust their grip based on micro-level pressure feedback, enhancing their ability to handle delicate tasks [3]. Group 2 - Qianjue Robotics is extending its applications across five major scenarios, including precision assembly in automotive manufacturing and tactile detection in cosmetic packaging [3]. - The collaboration with Zhiyuan Robotics has led to the development of a home assistant capable of distinguishing between fresh and wilted vegetables, showcasing the advanced capabilities of their tactile sensors [3]. - According to a McKinsey report, the global embodied intelligence market is projected to exceed $100 billion by 2028, with tactile perception identified as a key technological breakthrough [3]. Group 3 - Analysts from Sequoia Capital note that while visual and voice technologies have matured, tactile perception is the next competitive frontier in robotics [4]. - The competition in the tactile perception space is intensifying, with companies like Boston Dynamics and Amazon making significant advancements in similar technologies [4]. - Challenges remain in the mass production and standardization of tactile sensors, as different industries have vastly different precision requirements [4].