“AI+”系列报告（机械篇）：DeepSeek冲击波：大脑平权催化具身智能

Investment Rating - The report provides a positive investment recommendation for the mechanical equipment industry, suggesting a focus on companies involved in actuator, reducer, screw, dexterous hand, six-dimensional force sensors, and tactile sensors [35]. Core Insights - The report emphasizes the role of large models in empowering embodied intelligent robots, highlighting their capabilities in perception, reasoning, and execution [6][7][8]. - It discusses the emergence of new paradigms in the industry, particularly the layered end-to-end models that require less data and are advantageous for learning new tasks [15][21]. - The introduction of DeepSeek is noted as a catalyst for democratizing access to high-performance models, enabling more companies to participate in the development of embodied intelligent robots [34][32]. Summary by Sections 1. Large Models Empowering Embodied Intelligent Robots - Embodied intelligence is defined as intelligent systems that perceive and act based on physical bodies, with large models enhancing robots' environmental perception and decision-making [6]. - The report outlines three key processes: perception, reasoning, and execution, where large models significantly improve robots' capabilities [7][8]. 2. Layered End-to-End Models - The report categorizes large models into non-embodied and embodied types, with the latter focusing on physical world interactions [14][15]. - Layered end-to-end models are highlighted for their efficiency in data usage and adaptability to new tasks, consisting of a foundational model, decision model, and operational model [21][18]. 3. DeepSeek and Its Impact - DeepSeek is presented as an open-source solution that allows companies to access high-quality models without the high costs associated with proprietary models [34]. - The initiative is expected to lower barriers for startups in the robotics sector, fostering innovation and improving model performance [34][32]. 4. Investment Recommendations - The report suggests specific companies to watch in various segments of the mechanical equipment industry, including actuators, reducers, and sensors, indicating a broad interest in the sector's growth potential [35].