SIASUN(SZ:300024) Yang Shi Xin Wen Ke Hu Duan·2026-01-07 07:14Core Insights - The concept of "embodied intelligence" is included in the 14th Five-Year Plan, indicating a strategic focus on AI that can perceive and act in the world [1] - By 2025, humanoid robots are expected to evolve rapidly, showcasing advanced capabilities in various environments, including performances and industrial applications [3][21] Group 1: Technological Advancements - Humanoid robots are achieving remarkable agility and stability through complex motion control algorithms, akin to human brain functions [6] - The general humanoid robot is equipped with a high-performance solid-state power battery and 29 degrees of freedom, with a peak torque of 450 N·m, surpassing 90% of adult males in physical capabilities [9] - Companies are focusing on full-stack self-research for software algorithms and hardware components to enhance core competitiveness [11][16] Group 2: Industry Applications - Robots are increasingly utilized in industrial settings, performing tasks that are repetitive, labor-intensive, or hazardous, with production efficiency reaching 30% to 40% of human capabilities [25] - The development of autonomous charging capabilities allows robots to maintain continuous operation, enhancing productivity [28] - Real-world scenarios are crucial for the evolution of robots, with ongoing training in various fields such as healthcare, energy exploration, and emergency rescue [44] Group 3: Collaborative Ecosystem - The integration of research and industry is exemplified by the close proximity of companies and research institutions, facilitating rapid innovation and supply chain efficiency [18][45] - The establishment of innovation centers for embodied intelligence across the country supports technology breakthroughs and industry ecosystem development [37] - The focus on creating a robust supply chain allows for quick access to nearly half of the required components within a 10-kilometer radius, enhancing operational efficiency [19]