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【海外TMT】优必选极氪5G智慧工厂实训效果突出,有望推动群体智能与规模化应用——海外机器人系列跟踪报告(五)(付天姿/黄铮)
光大证券研究·2025-03-04 09:36

Core Viewpoint - The article discusses the successful implementation of collaborative training for humanoid robots at the ZEEKR 5G Smart Factory, marking a significant advancement in the application of swarm intelligence technology in industrial settings [2][3]. Group 1: Technological Innovations - The company has developed a unique humanoid robot brain network architecture called BrainNet, which integrates cloud-based reasoning and skill nodes to form a super brain and intelligent sub-brain [3]. - A multimodal reasoning model has been created, enabling humanoid robots to perform complex decision-making tasks similar to human reasoning, supported by a vast dataset accumulated from various automotive factories [3]. Group 2: Training Scale and Application Scenarios - By 2025, the company plans to enter the training 2.0 phase, utilizing dozens of Walker S1 robots across multiple scenarios in the ZEEKR 5G Smart Factory, including assembly, quality inspection, and door assembly [4]. - Key applications of swarm intelligence technology include collaborative sorting, handling, precision assembly, and quality inspection, showcasing the robots' capabilities in dynamic environments [4].