Leaderdrive(SH:688017) Xin Lang Zheng Quan·2025-11-13 03:48Core Insights - The future of artificial intelligence (AI) is closely tied to robotics, which will serve as a crucial physical carrier for AI applications [1][3] - Current advancements in AI language interaction are significant, but practical applications require robots with physical capabilities that can integrate deeply with AI [3] Group 1: Robotics and AI Integration - Robots are expected to undergo a learning process similar to humans, progressing from basic to advanced levels, relying on extensive real-world data [3] - The cost of generating data for robots in both industrial and consumer scenarios remains high, but improvements are anticipated in the next two to three years due to national and corporate initiatives aimed at reducing data acquisition costs [3] Group 2: Challenges and Opportunities - The primary distinction between robots and autonomous vehicles lies in their interaction with space; robots must engage with their environment dynamically, which presents a significant challenge for AI development [3] - Specialized robotic teams are emerging, focusing on specific scenarios and utilizing data accumulation to achieve model generalization, with some already capable of replacing human labor in flexible operations [3] - Continuous breakthroughs in hardware and algorithms for various types of robots will pave the way for the integration of AI and embodied intelligence, marking the onset of a true intelligent manufacturing era [3]