Tianyu Group(SZ:002354) Zheng Quan Ri Bao Wang·2025-12-04 07:41Group 1 - The U.S. is accelerating its layout in the robotics industry, with government signals indicating a strong push for development following the AI development plan released by the Trump administration [1] - The global humanoid robot market is expected to reach $38 billion by 2035, with financing in this sector projected to double to $2.3 billion by 2025 compared to 2024 [1] - Discussions around the "embodied intelligence bubble theory" have emerged, highlighting the need to balance speed and potential market bubbles in the development of cutting-edge industries [1] Group 2 - The National Development and Reform Commission (NDRC) is conducting in-depth research to promote the healthy and standardized development of the embodied intelligence industry, focusing on policy guidance and technological breakthroughs [2] - The healthy development of the robotics industry relies on the collaborative innovation of hardware and software, with hardware focusing on physical structures and sensors, while software emphasizes the development of perception, decision-making, and control capabilities [2] - The NDRC aims to establish industry standards and evaluation systems, improve market competition, and support key technology breakthroughs to address industry bottlenecks [2] Group 3 - Tianyu Digital Technology Group is addressing common issues in the development of embodied intelligence, such as the lack of a universal platform and high-quality 3D datasets [3] - The company is actively developing an open and universal intelligent platform, BehavisionPro, which integrates data, decision-making, and execution across three main components [3] - By creating a standardized and open software platform, Tianyu Digital aims to reduce redundant R&D costs and accelerate the application of robotics technology in real-world scenarios [3]