Core Insights - The industry is shifting focus from the design of robotic bodies and algorithm iterations to infrastructure development for data production [1][4] - The establishment of the Super EID Factory by Shenzhen Pasini aims to provide large-scale, high-quality multimodal training data, addressing the shortage of tactile data essential for enhancing robotic skills and generalization capabilities [1][3] Group 1: Infrastructure Development - The Super EID Factory covers nearly 12,000 square meters and is expected to produce nearly 200 million high-quality training data entries annually [1] - The factory employs a "no-body dependency" data collection system with 150 standardized units to capture human hand movements, spatial trajectories, and mechanical interaction information in real scenarios [1][2] - This approach is designed to significantly reduce data production costs and enhance the versatility of the data produced, making it applicable across various robotic configurations [1][2] Group 2: Technological Innovations - The factory utilizes proprietary "Neural Mesh" technology to synchronize and fuse high-precision tactile data with visual, joint angle, and voice information, creating rich high-dimensional data streams [2] - The "Soma Redirect" system allows the collected human data to be effectively adapted to different robot structures, addressing the long-standing challenge of model generalization across different robotic bodies [2] Group 3: Industry Trends - Various infrastructure development paths are emerging in the embodied intelligence sector, including Pasini's third-party data service factory model and Shanghai's Zhiyuan Robotics' vertical integration strategy [2][3] - In Beijing, a collaborative effort among government and leading enterprises is focused on building an "AI public computing power platform" and industry datasets to support local businesses [3] - The Guangdong province's innovation center aims to integrate resources from universities and the industry to establish a shared data collection and management mechanism [3] Group 4: Strategic Goals - Companies are aiming beyond merely being "data suppliers"; for instance, Pasini plans to use the factory's data to build an "OmniSharing DB" and create a growth flywheel with its self-developed large models [3] - The ultimate goal is to construct a "world model" that deeply understands the laws of the physical world and to open the factory's data capabilities to the global industrial ecosystem [3][4] Group 5: Competitive Landscape - The emergence of embodied intelligence data factories signals a transition from theory to practice and from prototypes to products, indicating a deepening of industry competition [4] - Competition is evolving to encompass not just algorithms or hardware but also data production, model training, and vertical integration capabilities [4]

Core Insights - The Super EID Factory, built by Pasini Technology, is now operational and is the largest data collection and model training base for embodied intelligence globally, located in Tianjin [1][2] - The factory is expected to produce nearly 200 million high-dimensional training data annually, addressing critical challenges in the embodied intelligence industry such as data scarcity and poor generalization [1][2] Group 1: Factory Overview - The Super EID Factory covers an area of nearly 12,000 square meters and is designed to simulate complex real-world scenarios for robots across various applications including automotive manufacturing and healthcare [1] - The factory employs a "15+N" full-scene matrix to create thousands of tasks and millions of processes, enhancing the versatility of data collection [1] Group 2: Data Collection and Cost Efficiency - Pasini has deployed 150 standardized collection units within the factory, capturing data based on real human hand movements, which significantly improves data adaptability [2] - The factory's design allows for reduced data collection costs by eliminating the need for expensive robotic bodies, making large-scale, high-quality data production feasible [2] Group 3: Data Quality and Technological Advancements - The unique Neural Mesh technology developed by Pasini enables lossless collection of multi-dimensional data, including tactile, visual, and auditory information, enhancing the quality of the data set [3] - The factory's output will support the upgrade of Pasini's multi-modal data set to an OmniSharing DB, which will further enhance the capabilities of the TacFlow Engine model [3] Group 4: Financial Backing - Recently, Pasini completed its fourth round of Series A financing, raising several hundred million RMB from notable investors including TCL Ventures and CITIC Lyon [3]