Core Viewpoint - The article discusses the successful implementation of collaborative training for humanoid robots at the ZEEKR 5G Smart Factory, marking a significant advancement in the application of swarm intelligence technology in industrial settings [2][3]. Group 1: Technological Innovations - The company has developed a unique humanoid robot brain network architecture called BrainNet, which integrates cloud-based reasoning and skill nodes to form a super brain and intelligent sub-brain [3]. - A multimodal reasoning model has been created, enabling humanoid robots to perform complex decision-making tasks similar to human reasoning, supported by a vast dataset accumulated from various automotive factories [3]. Group 2: Training Scale and Application Scenarios - By 2025, the company plans to enter the training 2.0 phase, utilizing dozens of Walker S1 robots across multiple scenarios in the ZEEKR 5G Smart Factory, including assembly, quality inspection, and door assembly [4]. - Key applications of swarm intelligence technology include collaborative sorting, handling, precision assembly, and quality inspection, showcasing the robots' capabilities in dynamic environments [4].

Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected investment return exceeding 15% over the next 6-12 months compared to market benchmarks [6]. Core Insights - The collaboration between the company and Geely's Zeekr marks the beginning of a new phase in humanoid robotics, transitioning from single-machine autonomy to multi-machine collaboration through innovative group intelligence architecture [4]. - The company has developed the world's first humanoid robot multimodal reasoning model, enhancing robots' decision-making capabilities in complex production line tasks [2]. - The implementation of group intelligence technology has enabled the company to achieve significant advancements in collaborative tasks such as sorting, handling, precision assembly, and quality inspection within various industrial scenarios [3]. Summary by Sections Investment Recommendation - The report suggests that the company's innovative group intelligence architecture and the successful implementation of training scenarios will lead to accelerated product functionality iterations and technological upgrades [4]. Technological Innovations - The company has introduced the BrainNet software architecture, which connects reasoning and skill nodes to form a super brain and intelligent small brain, facilitating high-dimensional decision-making for complex tasks [2]. - The multimodal reasoning model, based on DeepSeek-R1 technology, allows robots to perform complex task decomposition and scheduling efficiently, leveraging a vast dataset accumulated from various automotive factories [2]. Training and Application Scenarios - In 2025, the company will enter the training 2.0 phase, utilizing dozens of Walker S1 robots across multiple scenarios in the Zeekr 5G smart factory, demonstrating successful applications of group intelligence technology [3]. - Key applications include collaborative sorting using visual perception technology, optimized handling of large and heavy items, precision assembly of delicate materials, and accurate quality inspection through advanced sensory techniques [3].