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Group 1 - Sense, navigation, and interaction are the three core capabilities of embodied intelligence, with Sense being the foundation for machines to explore the real world [2] - The "Wuneng" embodied intelligence platform by SenseTime integrates advanced visual AI technology to provide recognition and understanding capabilities for various hardware terminals [2] - Navigation is described as the "skeleton" for machines to act in the real world, with SenseTime's technology enabling precise path planning and navigation for robots and other devices [2] Group 2 - The "Wuneng" platform allows robots to interact with the real world, showcasing capabilities such as warmth, depth, long memory, and stability [2] - SenseTime, in collaboration with various domestic partners, launched the "SenseTime Computing Power Mall" to provide flexible and autonomous domestic computing power options [3] - The "SenseTime Computing Power Mall" aims to lower the barriers for AI applications and promote the independent and controllable development of China's AI industry [3]

经济观察网 据商汤科技微信公众号消息，7月27日，商汤科技发布「悟能」具身智能平台，基于方舟视 觉感知、大装置、日日新大模型等多种技术的长期积累，商汤「悟能」具身智能平台以商汤"开悟"世界 模型为核心引擎，依托商汤大装置提供强大的端侧和云侧算力支持，能够为机器人、智能设备赋予强大 的感知、视觉导航及多模态交互能力。 商汤科技董事长兼首席执行官徐立表示，世界模型和具身AI的结合，将开启AI发展的下一个阶段，完 成由"工具"向"人"的跃迁，加速迈向AGI时代。商汤希望「悟能」具身智能平台能够帮助各类具身智能 企业，帮助他们完成和现实世界交互的梦想。 ...

Core Viewpoint - Li Auto is focusing on AI development while facing challenges in profitability despite revenue growth, indicating a strategic shift towards becoming a leading AI company rather than just an automotive manufacturer [2][3][4]. Group 1: Financial Performance - Li Auto reported a revenue of 144.5 billion yuan for 2024, a year-on-year increase of 16.6%, but the growth rate has slowed compared to 2023 [2]. - The company achieved a cash reserve of 112.8 billion yuan by the end of 2024, marking its second consecutive year of profitability [2]. - Despite the revenue increase, the gross margin decreased from 21.5% in 2023 to 19.8% in 2024, highlighting the impact of intensified competition [18]. Group 2: AI Strategy - Li Auto aims to transition from being a traditional automotive company to a leading AI enterprise, with a vision to develop AI capabilities that enhance user experience [3][8]. - The company has initiated the development of a large model named "Mind GPT" and successfully integrated it into vehicles by the end of 2023, becoming the first domestic automaker to do so [7][10]. - Li Auto's AI development is structured in three phases: enhancing capabilities, evolving into an assistant, and ultimately becoming a family member, with a goal to be among the top three in the industry for foundational language models [11][13]. Group 3: Product Development and Market Position - The upcoming pure electric SUV, Li Auto i8, is expected to be a key product for the company, with AI capabilities being a significant highlight [17][21]. - The average selling price (ASP) of Li Auto vehicles has been declining, with the ASP in Q4 2024 dropping to 268,700 yuan from 306,400 yuan in Q4 2023 [20]. - Li Auto plans to increase its supercharging station network to 2,500 by the time of the i8's launch, aiming for 4,000 by the end of 2025, to support its electric vehicle strategy [24]. Group 4: Competitive Landscape - The launch of the Li Auto L6, priced at 249,800 yuan, has significantly contributed to the company's sales but has also lowered the average selling price [19]. - Li Auto faces increasing competition from new entrants like Xiaomi, which is also launching electric SUVs, raising concerns about market positioning and future sales performance [25]. - The company has experienced setbacks with its first pure electric model, MEGA, which sold only 10,798 units in 2024, indicating challenges in understanding market dynamics [23].