SERES(SH:601127) Nan Fang Du Shi Bao·2025-11-05 08:33Core Insights - Major tech companies are intensifying their investments in the robotics sector, particularly in embodied intelligence and humanoid robots, indicating a potential new growth area in the industry [1][9]. Recruitment and Job Details - ByteDance's Volcano Engine team is seeking to hire a senior expert in operational algorithms for humanoid robots, offering a monthly salary between 95,000 to 120,000 RMB [2][4]. - The role involves leading the development of operational algorithms, including algorithm architecture design, grasping algorithms, and model deployment, with a focus on practical applications in various industries [2][4]. Company Developments - ByteDance's robotics team has successfully mass-produced over 1,000 robots as of July 2023, with a target of 200 units by the end of the year, achieving over 100% growth in production [4][9]. - The current robots are primarily wheeled logistics robots, designed for autonomous transportation in warehouses and production lines, serving both ByteDance's internal operations and external clients like SF Express and BYD Electronics [4][9]. Collaborations and Partnerships - ByteDance has partnered with Seres Group to work on intelligent robot decision-making and control technologies, aiming to create a closed-loop mechanism for technology development and scene validation [5][7]. - The collaboration focuses on the automotive industry's digital transformation needs, integrating technology and practical applications [7]. Industry Trends - The Chinese robotics industry has seen a revenue growth of 29.5% in the first three quarters of the year, with industrial robot production reaching 595,000 units and service robots at 13.5 million units, surpassing the expected production for 2024 [9]. - Other major companies like Alibaba, Tencent, and JD.com are also making significant moves in the robotics field, with investments in various robotics companies and the establishment of dedicated teams for embodied intelligence [9][10]. Strategic Focus - Major tech firms are primarily targeting the decision-making layer of embodied intelligence, leveraging their AI algorithm capabilities to secure a critical position in the future ecosystem of embodied intelligence [10].