主题策略｜物理AI加速智驾与人形机器人产业变革

Core Viewpoint - The combination of Co smo s and Omi n i v e rs e is expected to accelerate the development of physical AI, driving advancements in the intelligent driving and humanoid robot industries [1][7] Group 1: Industry Development - The evolution of CAE software and the CUDA ecosystem demonstrates that iterative improvements in simulation and development tools can significantly accelerate industry development, shorten R&D cycles, and lower engineering implementation thresholds [1][7] - The demand for physical AI is clear, and its widespread application could reduce the time and physical resources required for training in intelligent driving and humanoid robots [7] Group 2: Investment Opportunities - Three investment themes are suggested: 1) Hardware suppliers for Co smo s and Omi n i v e rs e 2) The supply chain of intelligent driving and humanoid robots 3) Main manufacturers of intelligent driving and humanoid robots [1][7] Group 3: Technological Advancements - Co smo s provides a series of physical AI models that offer end-to-end scalability for complex training systems, utilizing 20 million hours of real-world data to create realistic synthetic videos for training [3] - The integration of Co smo s with the Omi n i v e rs e platform allows developers to create 3D scenes and generate realistic videos, enhancing the quality of training resources for intelligent driving companies [4] Group 4: Market Projections - The penetration rate of L3 intelligent driving is expected to reach 20% by 2029, an increase of 4 percentage points compared to non-physical AI-assisted scenarios, with the market for intelligent driving simulation software projected to reach 13.9 billion yuan by 2034 [4] - The global market for large language models in humanoid robotics is anticipated to exceed 100 billion dollars by 2028, driven by partnerships with leading humanoid robot manufacturers [5]