360 Security Technology (SH:601360) Zhong Guo Jing Ying Bao·2025-11-04 02:09Core Insights - 360 Company has open-sourced the FG-CLIP2 model, which focuses on AI "vision" capabilities, surpassing similar products from Google and Meta in multiple tests [2] - The core breakthrough of FG-CLIP2 is its ability to solve the "fine-grained recognition" problem, which is crucial for the emerging fields of embodied intelligence and commercial intelligence [4] Industry Trends - The concept of "embodied intelligence" was officially included in the 2025 Government Work Report, marking it as a national strategic focus for future industrial development [4] - Various local governments have introduced supportive policies this year to promote the development of the embodied intelligence industry [4] Market Projections - Research from the China Academy of Information and Communications Technology predicts that by 2045, the number of humanoid robots in China could exceed 100 million, with a total market size potentially reaching approximately 10 trillion yuan [4] - A global market research report from MarketsandMarkets estimates that the humanoid robot market will reach $2.92 billion by 2025 and grow to $15.26 billion by 2030, with a compound annual growth rate of 39.2% [4] Software Development Challenges - The founder of Zibian Robotics, Wang Qian, noted that hardware for humanoid robots is no longer a barrier, and the real limitation now lies in the evolution of software capabilities, specifically large models designed for robot control [4] Adoption Outlook - It remains to be seen whether the FG-CLIP2 model will be adopted by more companies in the embodied intelligence sector [4]