国泰海通｜计算机：科技龙珠雷达——广深篇

Core Viewpoint - The article highlights the emergence of "Tech Dragon Pearls" in the Greater Bay Area, focusing on companies with technological advantages and commercialization potential in fields such as low-altitude economy, AI large models, embodied intelligence, and intelligent driving, which are expected to challenge the monopoly of international tech giants and lead to a revaluation of Chinese tech assets [1]. Group 1: Company Summaries - DJI Innovation specializes in the production and sales of drones and handheld photography equipment, holding nearly 80% market share in the global consumer drone market, and offers advanced intelligent driving solutions through its subsidiary [2]. - Self-Variable Robotics focuses on the development of "general embodied large models" and has successfully developed the world's largest parameter scale embodied intelligent general operation model, WALL-A, by October 2024 [2]. - Zhijidongli is dedicated to creating full-size general humanoid robots and has developed innovative products, including bipedal robots, and has implemented a video generation large model for embodied operation algorithms [2]. - Yuanxiang is a leading AI and 3D technology service company that has developed and open-sourced a series of high-performance large models, providing a one-stop platform for 3D content creation and consumption [2]. - Simou Technology utilizes deep learning and machine vision as key technology engines, developing a comprehensive ecosystem of smart manufacturing software and hardware products, including industrial multimodal large models and AI-AOI visual inspection equipment [3]. - Superparameter Technology leverages cutting-edge AI technology to enhance the autonomy and interactivity of Game Agents, becoming the first company globally to achieve large-scale commercialization in the Game Agent field [3]. - Yuanrong Qixing offers leading intelligent driving solutions, with nearly 40,000 units sold by March 2025, and aims to develop RoadAGI in the long term [3]. - Hege Technology provides advanced 3D printing application solutions, integrating a complete process from intelligent data collection to 3D printing materials and post-processing [3].