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大摩:除减速器外,机器人硬件皆可自研——核心壁垒正迁移到软件与数据
Hua Er Jie Jian Wen· 2025-11-24 06:44
Core Insights - The competitive landscape of the robotics industry is being reshaped, with a shift in focus from hardware manufacturing to software algorithms, data accumulation, and ecosystem building [1][2][3] Group 1: Hardware Development Trends - Self-research in hardware has become a mainstream trend in the robotics industry, with most companies emphasizing their internal component development capabilities [2] - The only exception noted is the gearbox, which all participating companies agreed needs to be sourced externally [2] Group 2: Software and Data as Competitive Advantages - Software is expected to become the core competitive advantage in the robotics industry, with data availability for training being a common challenge [3] - Companies that can acquire high-quality scenario data and develop superior algorithm models will stand out in the competitive market [3] Group 3: Focus on ROI in Industrial Applications - Discussions about robot forms are giving way to a more pragmatic focus on return on investment (ROI) in industrial applications [4] - Key factors driving ROI include efficiency, accuracy, and cost, emphasizing the importance of quantifiable economic value for customers [4] Group 4: Humanoid Robots Market Dynamics - The market for humanoid robots shows a mixed trend, with aggressive targets set by new startups while established companies remain cautious [5][6] - Startups are focusing on entertainment, research, and sales services, while companies like UBTECH are targeting industrial applications with more conservative delivery expectations [6]
吉利开启清华校招专场 今年将广纳英才全球招募2000人
Zhong Guo Jin Rong Xin Xi Wang· 2025-10-24 13:34
Core Insights - Geely is actively recruiting talent in response to the critical transition towards automotive intelligence and electrification, emphasizing the integration of AI across all aspects of its operations [3][5][7] - The company aims to build a comprehensive intelligent technology ecosystem, which includes ground, low-altitude, and low-orbit technologies, to enhance its competitive edge in the global automotive market [3][5] - Geely's global campus recruitment plan for this year targets over 2,000 positions across various fields, with nearly 40% of these roles related to digital intelligence [5][7] Recruitment Strategy - The Geely talent recruitment team recently visited Tsinghua University, following a similar event at Zhejiang University, to engage directly with potential candidates [1] - The recruitment team includes high-profile executives and experts, signaling Geely's commitment to attracting top talent in AI, software algorithms, and new energy sectors [5] - The "G-TOP Special Program" is designed to attract top global PhD and postdoctoral candidates, offering competitive salaries and extensive support for career development [5] Global Outreach - Geely's recruitment efforts are not limited to domestic institutions; the company plans to extend its search to top international universities such as Imperial College London and Technical University of Munich [7] - This extensive recruitment initiative underscores Geely's belief that talent is the foundation for its global technological ambitions and long-term investment strategy [7]
加码招揽AI人才,吉利2026校招夯实“转型地基”
Zhong Guo Qing Nian Bao· 2025-10-24 06:41
Core Insights - The automotive industry is experiencing a significant shift towards intelligence and automation, prompting companies like Geely to intensify their recruitment efforts for AI talent [2][3] - Geely is constructing an integrated intelligent technology ecosystem, emphasizing the need for skilled professionals in AI, software algorithms, and new energy technologies [2][4] Recruitment Strategy - Geely's recruitment team, including high-ranking executives, is actively engaging with top universities to attract talent, highlighting the company's commitment to hiring in cutting-edge fields [3] - The global campus recruitment plan for Geely aims to recruit over 2,000 individuals across nine categories, with nearly 40% of positions related to digital intelligence [3] Talent Development Initiatives - Geely has launched the "G-TOP Special Program" targeting top global PhD and postdoctoral candidates, offering competitive salaries, mentorship from industry experts, and access to high-end research resources [3] - The emphasis on talent acquisition is seen as a foundational investment for Geely's transition into a global technology enterprise [4]