Core Viewpoint - The successful bids by Zhiyuan and Yushu for a 1.24 billion yuan humanoid robot OEM project signify a shift from research and development to commercialization in the humanoid robot industry, with communication becoming a key application scenario [1][4]. Group 1: Investment Highlights - Zhiyuan and Yushu have significant advantages in the humanoid robot sector, with accelerated scene implementation suggesting potential investment opportunities in the related industrial chain and growth driven by technological iterations [2][3]. - The project budget for the humanoid biped robot OEM service is set at 1.2405 billion yuan, with Zhiyuan winning the bid for the full-size robot package worth 780 million yuan and Yushu winning the bid for the small-size robot package worth 460.5 million yuan [2]. Group 2: Company Strengths - Zhiyuan leverages a "body + AI" full-stack technology, with its three major robot families covering multiple commercial scenarios, and has achieved mass production of its 1,000th general-purpose humanoid robot by January 2025 [3]. - Yushu specializes in the research, production, and sales of biped robots, demonstrating leadership in core components and motion control, with comprehensive self-developed key components and algorithms [3]. Group 3: Industry Implications - The order serves as a "shot in the arm" for the industry, marking the transition of humanoid robots from R&D to commercialization, attracting more companies and accelerating technological innovation and industrial upgrades [4]. - The procurement by a telecommunications giant indicates traditional industry demand, suggesting that communication services will become an important application scenario, with potential for further deepening and expansion [4]. - This development provides a commercial model for the industry, allowing Zhiyuan and Yushu to accumulate data and iterate products, thereby expanding their customer base and fostering a virtuous cycle in the industry [4].

近日，智元机器人重磅发布具身智能领域双重里程碑式突破：全球首个基于机器人动作序列驱动的具身世界模型EVAC (EnerVerse-AC)，以及具身世 界模型评测基准EWMBench。这两大创新成果现已全面开源，旨在构建"低成本模拟 - 标准化评测 - 高效迭代"的全新开发范式，持续赋能全球具身智 能研究，加速技术落地与产业发展。 直面行业瓶颈，破解具身智能研发的"双重枷锁" 当前具身智能演进面临两大关键制约：在测试阶段，真机验证代价大、风险高，仿真系统又受制于虚实偏差；在数据层面，海量真机数据尚未构建基于 轨迹扩增的高效利用机制，限制了多样性生成与泛化训练。为打破困局，智元机器人依托深厚的技术积累，精准洞察行业痛点，在去年发布的世界模型 架构EnerVerse基础上推出创新成果：基于动作序列驱动的世界模型 EVAC与具身世界模型评测榜单 EWMBench，构建从训练到评测全链路技术闭 环，重新定义具身世界模型研发范式。 技术突破：EVAC—— 全球首个机器人动作序列驱动的世界模型 EVAC 是一个能够动态复现机器人与环境复杂交互的世界模型，标志着从传统仿真到生成式模拟的跃迁。 核心能力：从 "物理执行" 到" ...