Core Insights - Domestic automakers such as Xiaopeng, Xiaomi, BYD, Seres, Changan, and Chery are intensifying their investments in humanoid robot technology, leveraging their technological expertise for efficient reuse [1][5] - The established supply chain systems and large-scale manufacturing capabilities of these companies are expected to reduce costs and facilitate rapid mass production [1][5] Company Summaries Xiaomi - Lei Jun stated that artificial intelligence will profoundly impact traditional industries, with all sectors worth re-evaluating through AI [2] - Xiaomi plans to deploy humanoid robots extensively in its factories over the next five years, with a significant market demand anticipated for household humanoid robots [2] - Lu Zeyu, a former member of Tesla's Optimus team, has joined Xiaomi as the head of the dexterous hand project, bringing expertise in key technologies [2] Changan - Changan established Changan Tian Shu Intelligent Robot Technology Co., Ltd. with a registered capital of 450 million yuan, aiming to develop humanoid robot technology [3] - The company plans to create a range of intelligent robot products and solutions, focusing on integrating automotive and robotics industries [3] - Prototypes are expected to be released starting next year, with the first vehicle-mounted robot component anticipated in Q1 of next year [3] BYD - BYD invested over 100 million yuan in Paksini Perception, becoming its largest external shareholder with a 13.3738% stake [3] - A collaboration framework was signed with Hong Kong University of Science and Technology to establish a joint laboratory focusing on robotics and intelligent manufacturing [3] Seres - Seres' subsidiary, Chongqing Phoenix Technology, signed a cooperation framework agreement with ByteDance's Volcano Engine to work on intelligent robot decision-making and control technologies [4] - The partnership aims to create a closed-loop mechanism for technology research and scene validation, enhancing the automotive industry's digital transformation [4]
车企加速布局具身智能,推动汽车与机器人产业双向奔赴 | 投研报告