温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； —— 正文： 具身智能大火至今，全球大厂入局具身智能赛道典型代表：[英伟达]和[特斯拉]；国内代表[华为]和[小鹏汽车]，其中，华为有意沿袭[英伟达]路线，打造底层开发生态， 成为具身智能领域当之无愧最强"卖铲人； [小鹏汽车]作为车企，沿袭[特斯拉]路线，并有望率先实现人形机器人商业化量产的国内车企。 自研层面： 公司于今年2月开始内部组建具身智能团队， 中山大学教授林倞 于8月1日也正式入职京东探索研究院，担任具身智能技术研究一号位； 大模型赋能和生态层面： 7月，京东推出了面向机器人领域的"JoyInside"平台 ，该平台依托京东大模型在具身智能领域的深度积累，将京东大模型交互能力植入机器人、玩具、家居等硬件设备 终端，以此构建"硬件+软件+服务"一体化的具身智能生态。 当然，京东除了提供模型上的支持之外，还时给一众机器人厂商提供了渠道 ...

Core Viewpoint - The recent shareholder meeting of SenseTime marked a significant step in optimizing governance structure and deepening strategic focus, with a new phase of "second joint entrepreneurship" aimed at seizing opportunities in the AGI era [1] Group 1: Board Changes and Strategic Focus - Xu Bing, the former executive director and board secretary, has transitioned to lead the AI chip business, while Yang Fan and Wang Zheng have been appointed as executive directors for a three-year term [1][2] - The board changes reflect a strategic adjustment, with a focus on enhancing the company's capabilities in AI technology and financial management [4][7] - The new executive directors bring diverse experience, with Yang Fan responsible for strategic planning and AI infrastructure, and Wang Zheng overseeing overall financial management [2][3] Group 2: Financial Performance and Business Growth - SenseTime reported a revenue of 3.772 billion yuan in the previous year, representing a year-on-year growth of 10.8%, with the generative AI business revenue reaching 2.4 billion yuan, up 103.1%, accounting for 63.7% of total revenue [5] - Despite revenue growth, the company faced a net loss of 4.307 billion yuan in 2024, with R&D expenses amounting to 4.13 billion yuan [5] - The total computing power operated by SenseTime's "SenseTime Big Device" exceeded 23,000 Petaflops, reflecting a year-on-year increase of 92% [5] Group 3: Strategic Initiatives and Future Outlook - SenseTime has established a "1+X" new structure to focus on core generative AI business and achieve profitability and stable cash flow [6][7] - The restructuring includes the separation of various business units, each with independent CEOs, to enhance market competitiveness and attract external financing [7] - The management team is tasked with balancing technological breakthroughs and financial stability amid increasing competition in the AI industry [7]