SIASUN(SZ:300024) 3 6 Ke·2025-11-24 09:34Core Insights - DDC 2025 announced the launch of the S600 robot development platform, expected to be released in Q1 2026, which aims to enhance the capabilities of embodied intelligence robots [1][4] - The company introduced a one-stop development platform that integrates a data closed-loop system, an embodied intelligence training ground, and agent development services, facilitating faster deployment of robotic applications [1][4] Development Infrastructure - The company has built a comprehensive end-to-end development system to address the dual challenges of computing power deployment and development efficiency in robot development [2] - On the edge side, the company has established two product series, Xuri and RDK, based on an optimized BPU computing architecture to meet varying computing power needs [2] One-Stop Development Platform - The one-stop development platform features a soft-hard integration and end-cloud architecture, providing three core services: a data closed-loop system, an embodied intelligence training ground, and agent development services that enhance development efficiency [4][5] - The S600 platform boasts a processing power of 560 TOPS (INT8), significantly outperforming mainstream platforms by over 2.2 times in complex decision-making scenarios [5] Standardization and Modularization - The company focuses on extracting common points from various scenarios to create standardized technical components, rather than providing complete "plug-and-play" solutions [5] - The development of standardized tools for data collection, annotation, generation, simulation, and testing aims to support diverse needs while allowing for personalized user creativity [5] Market Position and Growth - The company is strategically focusing on three main areas: mass-produced robotic products, emerging robotic applications, and future general-purpose embodied intelligence robots [6] - Over the past year, the company has seen a 180% increase in product shipments and a 200% growth in customer numbers, collaborating with over 60 industry partners [6]