SIASUN(SZ:300024) Bei Ke Cai Jing·2025-10-30 01:02Core Insights - The development of embodied intelligence is transitioning from "active" to "user-friendly," evolving from "function realization" to "intelligent usability" [1][2] - The key to breaking through lies in "generalized intelligence," enabling robots to understand, think, and adapt in uncertain environments and tasks [1] - The collaboration between the "big brain" (cognitive and decision-making center) and the "small brain" (precision control hub) is a crucial technological direction [1] Industry Trends - Embodied intelligence is moving from "exploratory demonstration" to "commercial implementation," indicating a pre-commercial explosion phase [2] - The value of technology must ultimately be reflected in the market, with humanoid robots becoming a choice for industries facing labor shortages, high repetition, high intensity, and high risk [2] - The Beijing Humanoid Robot Innovation Center has partnered with the China Electric Power Research Institute to develop robots capable of complex operations, showcasing real application exploration [2] Future Outlook - The next 3-5 years are seen as a critical window for humanoid robots to transition from "demonstrable feasibility" to "commercial reliability" [2] - The center has open-sourced its general robot platform "Embodied Tiangong" and the general embodied intelligence platform "Hui Si Kai Wu," aiming to convert technological leadership into industrial advancement [2] - The goal is to make cutting-edge technology a strong engine driving transformation and upgrading across various industries, forming a new economic growth point [2]