SIASUN(SZ:300024) Di Yi Cai Jing·2025-11-12 12:35Core Insights - The competition in humanoid robotics is shifting towards the development of tool platforms for secondary development, which enhances usability and marketability of robots [1][7] - Companies are recognizing that the true competitive advantage lies not in the complexity of robotic actions but in providing comprehensive tools for customers to utilize [1][7] Group 1: Development of Tool Platforms - Multiple companies, including Beijing Humanoid Robot Innovation Center and Yushu Technology, have launched tool platforms aimed at different customer segments, such as industrial deployers and research institutions [1][7] - The introduction of secondary development platforms is becoming a critical battleground in humanoid robotics, serving as both a means to attract developers and a commercial strategy for sales [1][7] Group 2: Custom Development Needs - In practical applications, such as assembly lines, robots require not only the ability to understand commands but also the capability for custom development to meet specific operational needs [2][5] - The need for customizable development tools has been identified as essential for users to adapt robots to various tasks and environments [2][5] Group 3: Open Source and Model Architecture - Beijing Humanoid has recently open-sourced its embodied intelligence platform "Hui Si Kai Wu" SDK, which features a layered model architecture rather than the mainstream end-to-end Vision-Language-Action (VLA) model [4][6] - The layered model approach allows for better control and adaptability in real-world applications, although it introduces risks of error propagation through multiple layers [5][6] Group 4: Competitive Strategies - Companies are increasingly focusing on providing complete development tools to differentiate themselves in a market where hardware performance is becoming less distinguishable [7][8] - The introduction of platforms that allow users to customize robot behaviors without programming is seen as a way to capture new revenue streams and enhance user engagement [8][9] Group 5: Long-term Sustainability - The development of these platforms requires significant initial investment and time, but the potential for substantial returns through user engagement and subscription models is recognized [9] - The ultimate challenge for companies is not just selling robots but ensuring their continuous use and integration into various applications, which will determine long-term success in the market [9]