SIASUN(SZ:300024) Xin Lang Cai Jing·2026-02-12 10:09Core Insights - The article discusses the advancements in embodied intelligence, particularly focusing on humanoid robots and their potential to transition from being mere technological showcases to practical assistants in various industries [1][2][86]. - The company, Luming Robotics, has developed a proprietary data collection system called FastUMI, which significantly reduces the cost of training data and enhances the efficiency of data collection for robotic applications [1][4][86]. Group 1: Company Overview - Luming Robotics was established in 2024 and is recognized as a leading full-stack embodied intelligence company with strong capabilities in data and hardware [4]. - The company has developed several core technologies, including the FastUMI Pro data collection system and high-torque lightweight joint modules, and has launched multiple humanoid robot series [4][86]. - Luming has formed partnerships with several Fortune 500 companies and has strategic shareholders with substantial industry backgrounds, accelerating its industrialization process [4]. Group 2: Technology and Innovation - The FastUMI system allows for low-cost data collection, with costs as low as 0.5-0.6 yuan per training data point, representing an 80% reduction compared to traditional methods [1][9][10]. - Each of the 25 workstations can produce over 10,000 high-quality data points daily, enabling precise data collection for transparent object manipulation and compatibility with over 90% of market mechanical arms and grippers [1][9][10]. - The company aims to collect 100 million data points this year, which is expected to propel embodied intelligence into a transformative phase akin to the "GPT-3 moment" [1][71][86]. Group 3: Product Applications - The MOS dual-arm robot can lift up to 50 kilograms, demonstrating its application in industrial settings such as 3C quality inspection and logistics handling [1][43][86]. - The LUS humanoid robot can perform complex movements, including a one-second rise and dance training in just a few hours, showcasing its versatility [1][49][86]. - The company also features a playful robot named Nezha Xiaoming, which adds a fun element to the technological advancements [1][86]. Group 4: Future Outlook - Luming Robotics believes that humanoid robots will gradually enter households within the next two to three years, expanding their utility beyond industrial applications [1][62][86]. - The company is focused on enhancing the operational capabilities of robots, addressing challenges such as stability, battery life, and heat management, which are crucial for broader deployment [58][60][62]. - The integration of high-quality data and advanced algorithms is expected to significantly improve the robots' performance and adaptability in various environments [65][66].