Core Insights - NetEase has officially announced the onboarding of its first batch of "robot employees," which has garnered significant attention in the industry [1] - The humanoid robots represent a new form of "high-tech labor force" [3] Group 1: Robot Functionality and Role - The robots will work alongside humanoid robots and robotic dogs in the popular mobile game "Nirvana in Fire," operating under a "996" work schedule [4] - These robots can perform complex martial arts movements and dance routines with a fluidity that surpasses professional dancers, making them ideal for motion capture tasks [6] - The primary responsibility of the robots is to assist motion capture actors in executing high-risk movements, reducing the likelihood of injuries that human actors face [11] Group 2: Industry Impact and Concerns - The introduction of robots has raised concerns among motion capture professionals about potential job displacement; however, the game developers clarified that robots are intended as "specialized support" rather than replacements [8] - The game "Nirvana in Fire" relies heavily on human actors for emotional expression, which robots currently cannot replicate, emphasizing the importance of human involvement in conveying emotional depth [10][12] Group 3: Future Implications - While there is no immediate threat to jobs requiring emotional intelligence and creativity, the integration of robots could signify progress in the industry by taking on labor-intensive tasks [14] - The robots are not seen as job stealers but rather as "assistants" that can handle high-risk tasks, while robotic dogs will also serve a role in enhancing player experience as in-game pets [15]

Core Viewpoint - Liyade (300296) emphasizes its focus on virtual reality and motion capture technology through its subsidiary, Virtual Motion, which utilizes the leading OptiTrack optical capture technology to provide high-precision and high-performance spatial computing solutions [1] Group 1: Company Overview - Virtual Motion is an innovative company specializing in virtual reality and motion capture technology [1] - The company integrates research and development, production, and sales into its operations [1] Group 2: Technology and Applications - The core technology of Virtual Motion is the OptiTrack optical capture technology [1] - The company aims to promote the integration of spatial computing technology across various industries, including film and animation, virtual reality, sports training, medical rehabilitation, industrial simulation, and embodied intelligence, particularly in humanoid robotics [1] - Virtual Motion is focused on creating diverse and practical industry application scenarios [1]

Core Insights - CreateAI motion capture base has been launched in Huairou District, marking it as one of the largest and most integrated motion capture facilities in Asia, focusing on high-precision content production for film-level animation and AAA games [1] Industry Overview - Motion capture technology serves as a crucial link between virtual and real worlds, providing essential support for film, animation, metaverse, and digitalization of intangible cultural heritage [1] Facility Details - The motion capture facility spans 2,000 square meters and is equipped with 130 top-tier optical motion capture devices, positioning it as a key technological carrier for the film and gaming industry [1] Technical Capabilities - The facility can support 15 to 20 individuals in simultaneous action and capture complex movements of quadrupeds like horses, enhancing the production of combat scenes and animated films [1] Strategic Importance - The establishment of the motion capture base signifies an improvement in the film industry supply chain in Huairou, contributing to the development of a world-class film and cultural industry cluster [1] Content Production Potential - The core value of the motion capture facility lies in its ability to transform hardware advantages and spatial potential into tangible content production capabilities, supporting high-standard action presentations and the digital inheritance of traditional martial arts [1]

Core Insights - CreateAI has officially launched its motion capture base in Beijing, which is the largest in Asia and features 130 advanced devices, marking a significant development in the motion capture industry in China [1][2] - The transition from autonomous driving to content creation reflects a strategic pivot for CreateAI, which aims to leverage its technological expertise in AI for the film and gaming sectors [4][5] - The motion capture base addresses the resource shortage in Northern China, enhancing the capabilities for high-quality motion capture in various applications, including film, gaming, and digital heritage [2][3] Company Overview - CreateAI, previously known as TuSimple, rebranded in December 2024 to focus on generative AI technologies, particularly in animation and gaming content [4][5] - The company has retained most of its core team during the transition, with a new focus on building a robust ecosystem for two-dimensional content [5] - CreateAI's product, Animon.ai, has gained popularity in Japan, showcasing the potential of AI in lowering the barriers for animation creation [5] Industry Context - The motion capture technology has become a standard in commercial gaming and is increasingly utilized in the cultural and entertainment industries [2] - The new base supports advanced features such as sub-millimeter capture accuracy and simultaneous multi-person tracking, which significantly reduces production cycles [2] - AI's role in film and game production is evolving from a supportive tool to a core component, enhancing efficiency and creativity in the industry [6]

Group 1 - CreateAI has officially launched a film-grade motion capture studio located in the National China Film Digital Production Base, marking a significant technological breakthrough in China's digital content production, particularly in the industrialization of AAA games [1] - The new facility features large-scale hardware configurations, full-process production capabilities, and a top-tier technical team, focusing on high-precision motion capture content production for film-level animation and AAA games [1] - The establishment of the motion capture studio is seen as a key support for the film, animation, metaverse, and digitalization of intangible cultural heritage industries, contributing to the enhancement of the film industry ecosystem in Huairou District, Beijing [1]

Core Viewpoint - Wuhan Juxin Microelectronics Co., Ltd. has completed a D++ round of financing with undisclosed amounts, attracting investments from various institutions including OPPO and several venture capital firms [1][2]. Financing Details - The financing round is categorized as D++ and includes multiple investors such as OPPO, Zhongwang Investment, and others, although specific transaction amounts remain undisclosed [1][2]. - Previous financing rounds include D+ round on February 27, 2024, and D round on January 23, 2022, with the latter raising hundreds of millions of RMB [2]. Company Overview - Wuhan Juxin Microelectronics is an innovative high-tech company focused on high-performance analog and mixed-signal chip design [2][3]. - The company has two main product lines: 3D optics and smart audio, with its smart audio amplifier recognized for its differentiated products and excellent cost-performance ratio [3]. Product Applications - The Time-of-Flight (ToF) sensor, utilizing leading back-illuminated (BSI) technology, offers high precision, small pixel size, high resolution, low power consumption, and full integration [3]. - The sensor is applicable in various fields such as artificial intelligence, facial recognition, autonomous driving, AR/VR, 3D modeling, motion capture, and machine vision, indicating a promising commercial outlook in mainstream markets like mobile phones, security, and automotive [3].

Core Viewpoint - The China Internet Conference held from July 23 to 25 showcased numerous AI-related technologies, with many companies opting for an open-source development model, indicating a significant shift in commercial strategies and business models in the tech industry [1][2]. Group 1: Open Source Development - Open-source represents a different technical route compared to closed-source, reflecting substantial differences in business strategies and profit distribution [2]. - Companies are choosing open-source to enhance collaboration and innovation, allowing for faster development and a more vibrant ecosystem [6]. Group 2: Robotics and AI Applications - A robotics company showcased bipedal robots that perform dynamic movements, primarily focusing on providing open interfaces for schools and developers to customize functionalities [3][5]. - The robots are designed with 3D-printed shells and electric motors, emphasizing the importance of motor torque in robotic performance [5]. - The company aims to support humanoid robot manufacturers, including notable firms like Boston Dynamics, by providing foundational technology [5]. Group 3: Xiaomi's Open Source Initiatives - Xiaomi presented its Vela operating system, which is now fully open-source, aimed at enhancing the development efficiency of other manufacturers and promoting interoperability among devices [6]. - The Xiaomi AIoT training box, also open-source, is designed for educational purposes, allowing partner institutions to implement the system as part of collaborative projects [9]. - A holographic digital human showcased at the event utilizes DeepSeek's open-source code, allowing for cost-effective deployment without licensing fees, with expenses primarily related to computational power for training [9].

Group 1: AI and Spatial Computing Business - The company focuses on AI and spatial computing, leveraging global leading optical motion capture technology for product development and sales, applicable in various fields such as film, robotics, healthcare, sports, and industrial simulation [1] - In 2024, the company entered the embodied intelligence sector, emphasizing "data, services, algorithms, and hardware" as core capabilities, and established a joint laboratory with industry partners [2] Group 2: Data and Service Capabilities - The company has a rich accumulation of motion data and can continuously generate new data based on motion capture technology, creating high-quality, high-precision robot motion datasets [2] - Services have expanded from hardware provision to include data collection, robot training services, and simulation training, tailored to customer needs [2] Group 3: Investor Questions and Responses - The company offers comprehensive solutions, including hardware, software, and data services, based on varying customer requirements [3] - A high-quality motion database is available, allowing robot manufacturers to extract data directly, with ongoing data collection based on specific needs [3] - The amount of data required for training robots varies; for example, training a robot to run may require around 100 effective data points, while more complex actions necessitate more data [4] Group 4: Data Processing and Technology - Data collected from motion capture must be cleaned to eliminate noise and distortion before being optimized for robot use [5] - The company employs various technical routes, including optical, inertial, and hybrid systems, with optical technology currently deemed the most precise for robot training [5]

Core Insights - The 31st Beijing International Book Fair (BIBF) was held at the National Convention Center, showcasing NetEase's theme of "Technology Silk Road, Cultural Going Global" [1] - NetEase presented immersive exhibition areas focusing on three dimensions: "Technology Inheriting Intangible Cultural Heritage," "Technology Empowering Life," and "Technology Driving Breakthroughs" [1] Group 1 - The gaming AI experience area allowed visitors to interact with the intelligent NPC "Shen Qiusuo" from the game "Nirvana in Fire," powered by DeepSeek technology [3] - The non-material cultural heritage area highlighted NetEase's innovative practices in cultural inheritance through gaming, utilizing AI, 3D modeling, and motion capture technologies [3] - The exhibition featured collaborations between various games and traditional cultural elements, such as "A Dream of Jianghu" with "New Legend of the White Snake" and "Identity V" with Tang Sancai, showcasing the integration of gaming and cultural heritage [3] Group 2 - This year marked the first time NetEase's gaming, Youdao, and LOFTER businesses collaborated in the exhibition, demonstrating the synergy of digital technology in cultural heritage transmission [3] - The initiative aims to engage Generation Z as a new force in the inheritance of intangible cultural heritage, emphasizing NetEase's cultural responsibility to promote traditional culture globally [3]

Core Viewpoint - The upcoming "CMG World Robot Competition Series" will feature humanoid robots competing in combat, showcasing their agility, balance, and combat techniques through both performance and competitive matches [3][24]. Group 1: Event Overview - The event will take place on May 25 in Hangzhou, Zhejiang, and will include both performance and competitive segments [3]. - The performance segment will involve humanoid robots challenging traditional combat sports, demonstrating their dynamic response and coordination abilities [3]. - The competitive segment will feature four teams engaging in real-time control combat, with robots equipped with domestically developed technology [3][24]. Group 2: Robot Training and Preparation - Robots are currently undergoing intensive training to prepare for complex movements required in the competition [6][8]. - The training involves high-intensity exercises, resulting in minor scratches on the robots, which do not affect their performance [10][12]. - The development process includes mapping professional fighters' movements onto robots using AI reinforcement learning to enhance their combat skills [14][17]. Group 3: Performance Metrics - Robots have developed eight basic combat moves and various combinations, including punches and kicks, with a focus on flexibility and balance during combat [16][19]. - Maintaining balance while executing aggressive moves and avoiding opponent attacks is a critical aspect of the competition [19]. Group 4: Control Mechanism - Robots are controlled via a remote, similar to video games, requiring operators to manage their positioning and movements carefully [21][23]. - The competition format combines human operators with robotic fighters, presenting challenges for both [23]. Group 5: Technological Advancements - The competition serves as a testing ground for optimizing robot algorithms, enhancing their future applications in production and daily life [24][30]. - Extensive testing is conducted to assess robots' adaptability to different terrains and their mechanical durability under stress [28][30]. - The event aims to improve the stability and performance of humanoid robots, which could lead to their increased utility in various sectors [30][31].