SIASUN(SZ:300024) 3 6 Ke·2026-01-13 09:19Core Insights - "Embodied intelligence" is expected to be a key term in 2025, as it becomes increasingly relevant to everyday consumers [1] - The evolution of household robots is shifting from mere concepts to practical applications that aim to alleviate mundane chores [1] Group 1: Product Developments - The Chasing Cyber 10 Ultra features a mechanical arm designed to pick up items like socks and cables, enhancing its cleaning capabilities [2] - The Roborock Saros Rover can navigate stairs using its unique "wheel legs" design, making it suitable for multi-level homes [2] - SwitchBot Onero H1 is designed to perform tasks requiring only upper body movements, showcasing a shift towards more specialized robotic functions [3][5] Group 2: Technological Advancements - Robots are transitioning from programmed actions to using VLA (Vision-Language-Action) models for real-time path planning [6] - LG's CLOiD robot demonstrates the ability to fold clothes, although it operates slowly, taking about two minutes per shirt [7][8] - The integration of advanced sensory and decision-making systems is crucial for household robots to function effectively in dynamic environments [14] Group 3: Market Trends - The price of advanced household robots is decreasing, making them more accessible to consumers, with products like the 1X NEO priced at $20,000 [10] - There is a growing trend towards "distributed embodied intelligence," where low-cost robotic arms can be adapted for various household tasks [16] - The market is seeing a diversification of robotic designs, with some focusing on specific tasks rather than humanoid forms, indicating a pragmatic approach to robotics [15]