证券日报网讯利亚德（300296）9月30日在互动平台回答投资者提问时表示，虚拟动点是一家专注于虚 拟现实和动作捕捉技术的创新企业，以全球领先的OptiTrack光学捕捉技术为核心，构建集研发、生 产、销售于一体的高精度、高性能的软硬件空间计算解决方案。通过推动空间计算技术在影视动画、虚 拟现实、体育训练、医疗康复、工业仿真、具身智能尤其是人形机器人等多个行业的深度融合，打造多 元化、可落地的行业应用场景。 ...

一家为《权力的游戏》、《金刚狼》等好莱坞大片提供动捕技术的公司， 仅用8个月就在具身智能领域实现数 千万元签单，比去年全年增长5倍！ 这个令人瞩目的成绩背后，是 全球动捕巨头诺亦腾 在具身智能赛道的一次关键布局。 近日，诺亦腾分拆的机 器人数据公司"诺亦腾机器人（Noitom Robotics）"完成数千万元天使轮融资 ，投资方包括阿尔法公社、经 纬创投等知名机构，Pre-A轮融资也正在推进中。 更引人注目的是这家新公司的豪华阵容： 前腾讯Robotics X Lab具身智能中心 负责人韩磊（T13）担任首 席科学家 ， 前字节跳动新石实验室 硬件负责人、罗永浩"细红线"硬件负责人许安民加盟，还有来自 商汤、 百度、阿里 等大厂的前高管纷纷加入。 ► 从好莱坞特效到机器人数据：一个意外的拆分 诺亦腾机器人的故事，要从一通改变命运的电话说起。 作为 占据全球70%专业动作捕捉市场份额 的行业巨头，诺亦腾自2012年成立以来，一直是影视特效领域的 隐形冠军。好莱坞巨作包括《权力的游戏》、《金刚狼》、《星际迷航》、《星球大战》等等。 2023年， 国际顶尖机器人公司突然向诺亦腾提出上百套动捕设备的采购需求。 这个数 ...

文｜邱晓芬 编辑｜苏建勋 2023年底，全球出货量最大的动作捕捉设备提供商"诺亦腾（Noitom）"联合创始人戴若犁，一度以为自己被骗了。 他接到了两通神秘电话，对方声称来自美国机器人独角兽A公司、汽车巨头B公司（应受访者要求做化名处理），表示需要采购110套动捕设备。 "这是骗底价的话术吧？"，戴若犁心想，以他在行业超过十年的经验来看，这种超百台的订单需求从没存在过。 动作捕捉行业的特点是，客户虽都是大企业，但仅需几台设备就能做出一部大制作。2012年成立至今，"诺亦腾"已经获得全球70%的专业动捕市场份额。 《权力的游戏》、《金刚狼》、《星际迷航》、《星球大战》等好莱坞巨作，背后的动作捕捉设备都出自这家公司之手。 不过，在具身智能机器人时代，"诺亦腾"却撞上了意想不到的机遇——数据短缺，是机器人目前最大的挑战之一。动捕设备，则是采集数据行之有效的工 具。 所收集的真人数据经过遥操作等流程，映射为机器人本体的各种传感与运控信息，得以"喂"给机器人。从此，人类"手把手"教机器人干活成为现实。 △Noitom Robotics 人形机器人遥操作数据采集流程 一组对比数据可以如今看出机器人数据之紧缺：谷歌Deep ...

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]

Core Insights - The CreateAI motion capture base in Beijing's Huairou District marks a significant step in the digital transformation of China's film industry, being the largest motion capture center in Asia with a 2000m² facility and 130 advanced devices [1][2] Group 1: Technology and Infrastructure - The base features a matrix of 130 infrared cameras with 26.2 million pixels, capable of capturing movements with "sub-millimeter" precision, allowing for simultaneous capture of over 10 individuals, including fine details like finger joints and facial expressions [1] - A real-time preview system enables the synchronization of motion capture data with film previews, allowing directors to view virtual characters in digital scenes instantly [1] Group 2: Services and Applications - The base offers a full-service chain, including makeup rooms and prop storage, creating a one-stop production space that supports various applications in film, AAA gaming, virtual production, and digital heritage [2] - The base is currently developing an internationally recognized open-world RPG game, "The Legend of the Condor Heroes," and aims to foster a technology cooperation network among film and gaming companies in China [2] Group 3: Industry Impact - The establishment of the motion capture base is expected to accelerate the integration of film culture and technological innovation in China, contributing to the development of a competitive digital cultural creative industry cluster [3] - The Huairou District has been optimizing its industrial policy environment to attract technology companies and young entrepreneurs, enhancing the overall film industry ecosystem [2]

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]

Business Overview - The company has three main business segments, with the LED smart display segment accounting for over 85% of revenue [2] - The cultural tourism night tour segment previously contributed nearly 30% to revenue but has decreased to less than 10% since 2018 due to policy adjustments [2] - The virtual reality segment, established after acquiring NP in 2017, has maintained a leading position in optical motion capture technology [2] Revenue Distribution - As of 2024, overseas display business accounts for 45.64% of the LED smart display segment, aligning with the company's goal of balanced domestic and international development [2] - The Asia, Africa, and Latin America markets have seen a revenue increase of nearly 40%, with their contribution to overseas smart display revenue rising to 34% in 2024 [3] Sales Strategy - The company employs a dual sales model: direct sales with a team of approximately 300-400 people and channel sales through partners [2] - A "direct-channel integration" strategy has been adopted to enhance market penetration and customer engagement [2] AI and Spatial Computing Segment - The AI and spatial computing segment focuses on optical motion capture technology, with applications in various fields including film, gaming, and industrial inspection [4][5] - The company has developed multiple advanced technologies, including Lydia motion model and LydCap markerless motion capture [6] Future Plans - The company aims to enhance its product offerings, including Hi-Micro and quantum dot technologies, and expand its rental and outdoor screen product lines [12] - Plans for increased system integration and a shift towards becoming a comprehensive service provider for display product applications are underway [12] - The company is also venturing into the consumer market with AI+AR glasses and AI toys, with mass production planning in progress [12]

Summary of Motion Capture Technology in Robotics Industry Overview - The motion capture technology is divided into two main categories: inertial and optical systems. Inertial systems are portable but susceptible to interference, while optical systems offer high precision but come with higher costs [2][4][5]. Key Points and Arguments - **Inertial Motion Capture**: - Utilizes multi-axis sensors (e.g., nine-axis or twelve-axis) to collect motion data. It is portable and easy to operate, but suffers from cumulative errors and interference from magnetic fields [4][5][8]. - Data accuracy can be compromised in environments with Bluetooth or WiFi interference, leading to pose estimation errors and data loss [5][9]. - **Optical Motion Capture**: - Achieves sub-millimeter precision and is not affected by magnetic fields, making it suitable for high-precision applications. However, it requires a controlled environment and is sensitive to physical vibrations and lighting conditions [2][7][8]. - The cost of optical systems can be significant, with setups costing around 300,000 to 400,000 RMB [4]. - **Market Segmentation**: - The motion capture market is segmented into three tiers: - High-end market dominated by Yobeat and OptiTrack, serving major clients like Tencent and Alibaba. - Mid-tier market catering to general industrial applications and research institutions. - Niche market served by smaller companies providing specialized solutions [2][10][12]. - **Data Quality and Processing**: - Optical motion capture systems yield high data quality with an output rate of 98%-99%, while inertial systems have a slightly lower output rate of 90%-95%. Optical data often requires further processing, while robotic motion capture data is generally more straightforward [18][24]. - **Application Trends**: - The application of motion capture technology in robotics is expanding, particularly in embodied intelligence and model training. Leading companies in China are actively developing motion capture algorithms for humanoid robots [3][19][20]. Additional Important Insights - **Industry Competition**: - The competitive landscape is characterized by established players like Yobeat and OptiTrack, which have a strong presence in high-end markets, while newer entrants are gradually capturing mid-tier segments [10][13]. - **Commercial Models**: - Companies are encouraged to establish dedicated motion capture environments to enhance data collection efficiency and client satisfaction, which in turn improves profitability [14][15]. - **Future Trends**: - Data collection will become increasingly essential in robotics development, driven by the need for extensive motion data to train models effectively. This trend is expected to support the growth of the industry [21][22]. - **Optical vs. Inertial Systems**: - The future of motion capture in China is likely to remain dominated by optical systems due to their superior accuracy and lower operational costs compared to inertial systems [23][24]. This summary encapsulates the critical aspects of motion capture technology in the robotics sector, highlighting its current state, competitive dynamics, and future trends.