Summary of Conference Call Records Industry Overview - The conference call discusses the **space intelligence** industry, focusing on advancements in AI technology and its applications in industrial design and home CAD software. [1][2][3] Key Points and Arguments 1. NVIDIA Omniverse Platform - The **NVIDIA Omniverse platform** utilizes ray tracing technology and physical simulation to enhance manufacturing efficiency for high-cost industrial products like airplanes, rockets, and cars. It provides real-time simulation and collaborative design capabilities. [1][4] 2. Domestic Simulation Companies - Companies like **Sotun Technology** are transitioning from graphics to simulation through large models and CAX integration, aiming to meet industrial process needs and improve production efficiency. The main development logic includes domestic substitution, mergers, and physical AI. [1][6][8] 3. Market Growth in Home CAD Software - **Qunke Technology's** CoolJiaLe leads the home CAD software market, with a market size of **3 billion yuan** in 2023 and a compound annual growth rate (CAGR) of **17%** from 2019 to 2023. AI technology is lowering design barriers and addressing non-standard design challenges. [1][9] 4. AI Empowerment in Home Design - AI technology is continuously iterating home CAD software, enhancing rendering capabilities and efficiency. Qunke Technology's MoniCore platform deploys key tasks on GPU clusters for realistic rendering. [10] 5. Robotics Training and AIGC - Qunke Technology's **spatialverse platform** provides a digital environment for robots, enabling complete closed-loop training from cognitive understanding to action interaction. This positions the company favorably in the robotics training and AIGC sectors. [11] 6. Industry Collaborations - **Juran Home** is integrating NVIDIA's AI Universe platform and Huawei's Harmony ecosystem to enhance 3D digital asset interoperability, benefiting from the AI-driven transformation in the home industry. [3][12] 7. Future of Industrial CAD - Industrial CAD is expected to experience rapid development by **2025**, becoming a crucial part of space intelligence through CAX integration, which will enhance design efficiency and reshape industrial processes. [3][14][21] 8. Challenges in 2D to 3D Conversion - Multi-modal large models face challenges in converting 2D images to 3D due to the lack of precise spatial attributes. Solutions involve using specialized tokens for coordinate conversion and generating numerous renderings for accurate outputs. [18] 9. International Progress in AI and CAD - Overseas companies like Autodesk and Dassault are making significant strides in integrating AI with CAD, enhancing model generation and real-time data processing capabilities. [19] 10. Domestic Software Companies' Potential - Domestic innovative software companies are expected to achieve substantial growth, with projected revenues reaching **1 billion yuan** by 2025 and a target market value between **15 billion to 20 billion yuan**. [20] Other Important Insights - The integration of space intelligence with CAD is anticipated to enhance design efficiency and profitability, potentially becoming a competitive advantage for industrial enterprises. [15][16] - The application of space intelligence in the construction industry is evolving, with significant improvements in design, construction, and operation management through AI and digital twin technologies. [23][24][26]