谭旻：下一步大模型的重大突破一定是在视觉方面

Core Viewpoint - The discussion highlights the rapid development and application of humanoid robots in China, contrasting with the perception that Chinese robots are primarily for entertainment while American robots focus on practical applications. The Chinese humanoid robot industry is seen as leading in real-world applications despite lacking the massive AI investment capabilities of American counterparts [1][12][22]. Group 1: Industry Development - In the past two years, nearly 200 humanoid robot companies have been established in China, indicating a flourishing industry with diverse approaches to attract attention and develop applications [7][27]. - The emergence of large AI models is expected to significantly enhance humanoid robots' capabilities, particularly in communication and interaction, leading to a potential explosion in their application in the coming years [8][28]. - The company aims to deliver between 500 to 1,000 humanoid robots this year, with targets of 3,000 to 5,000 next year and 10,000 by 2027, emphasizing the importance of commercial validation through mass delivery [10][30]. Group 2: Market Dynamics - The market is currently focused on the application of humanoid robots rather than speculative investments, with a shift towards practical use cases rather than mere concepts [27][40]. - The industry is expected to avoid price wars in the near future as it is still in the early stages of development and moving towards mass production [33]. - The capital market is currently speculative, primarily focusing on component companies transitioning to robot parts, with a significant shift expected by 2026 towards companies that can secure large orders [34]. Group 3: Future Prospects - The humanoid robot sector is viewed as a potential "fourth major industry" in China, following home appliances, smartphones, and new energy vehicles, with the belief that China can set global standards in this field [33][15]. - The company believes that the integration of humanoid robots into various industries will enhance productivity and efficiency, marking a significant opportunity for growth [39][40]. - The ability to autonomously replace batteries in robots is highlighted as a critical advancement, showcasing the robots' operational capabilities in industrial settings [13][32].