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].

Core Viewpoint - The article highlights the significant breakthroughs by ZhiYuan Robotics in the field of embodied intelligence, introducing the world's first action sequence-driven embodied world model EVAC and the evaluation benchmark EWMBench, both of which are now open-source, aiming to create a new development paradigm for low-cost simulation, standardized evaluation, and efficient iteration [1][2]. Group 1: EVAC Overview - EVAC represents a dynamic world model capable of accurately reproducing complex interactions between robots and their environments, marking a transition from traditional simulation to generative simulation [4]. - The core capability of EVAC includes precise mapping from "physical execution" to "pixel space," utilizing a multi-level action condition injection mechanism to achieve end-to-end generation of physical actions and visual dynamics [6]. Group 2: Key Features of EVAC - High-precision alignment of robot actions and pixels is achieved by projecting the 6D pose of robotic arms into an action map, ensuring pixel-level alignment for complex dynamic behaviors such as "grasping," "placing," and "colliding" [8]. - EVAC introduces dynamic multi-view modeling through Ray Map encoding of camera motion trajectories, enabling consistent and coherent visual scene generation from multiple perspectives [8]. Group 3: Generative Simulation Evaluation - To address the high costs and risks associated with real machine evaluations, EVAC proposes a generative simulation evaluation scheme that constructs a complete interactive evaluation pipeline, showing high consistency with real machine evaluation success rates [10]. - The data augmentation engine of EVAC can significantly enhance task success rates by up to 29% using minimal expert trajectory data through action interpolation and high-fidelity image generation techniques [12]. Group 4: EWMBench Introduction - EWMBench is introduced as the world's first evaluation benchmark for embodied world models, aiming to fill a gap in the industry by establishing a unified and credible evaluation standard [15]. - The evaluation system consists of three dimensions: scene consistency, motion correctness, and semantic alignment & diversity, providing a comprehensive analysis of the generated models [17]. Group 5: Performance and Data Support - EWMBench demonstrates superior performance in aligning evaluation results with human subjective judgments compared to existing benchmarks, reflecting the actual capabilities of embodied world models in interaction understanding and visual consistency [21]. - The benchmark is built on the AgiBot World dataset, which includes over 300 carefully designed test samples across various robotic tasks, ensuring robust validation of models in complex environments [22].

Core Viewpoint - The article highlights the significant breakthroughs by ZhiYuan Robotics in the field of embodied intelligence, introducing the world's first action sequence-driven embodied world model EVAC and the evaluation benchmark EWMBench, both of which are now open-source. These innovations aim to establish a new development paradigm of "low-cost simulation - standardized evaluation - efficient iteration" to empower global research in embodied intelligence and accelerate technology implementation and industry development [1][21]. Group 1: Industry Challenges - The evolution of embodied intelligence faces two key constraints: high costs and risks associated with real machine validation during testing, and the lack of an efficient utilization mechanism for vast amounts of real machine data, which limits diversity generation and generalization training [3][21]. - ZhiYuan Robotics aims to address these challenges by leveraging its technical expertise and insights into industry pain points, launching the action sequence-driven world model EVAC and the evaluation benchmark EWMBench to redefine the development paradigm of embodied world models [3][21]. Group 2: Technological Breakthroughs - EVAC represents a dynamic world model capable of reproducing complex interactions between robots and their environments, marking a transition from traditional simulation to generative simulation [5][21]. - The core capabilities of EVAC include precise mapping from "physical execution" to "pixel space," enabling end-to-end generation through a multi-level action condition injection mechanism [7][21]. Group 3: Dual Value Proposition - EVAC introduces a generative simulation evaluation scheme that addresses the high costs and risks of real machine evaluations, allowing for interactive evaluation pipelines that significantly enhance the efficiency of strategy model screening [9][10]. - The data augmentation engine of EVAC can generate large-scale data from minimal expert trajectory data, leading to a task success rate increase of up to 29% for strategy models trained with this augmented data [10][21]. Group 4: Evaluation Benchmark EWMBench - EWMBench is the world's first evaluation benchmark for embodied world models, designed to fill industry gaps and establish a unified, credible evaluation standard [12][21]. - The benchmark features a three-dimensional evaluation system focusing on scene consistency, motion correctness, and semantic alignment and diversity, utilizing advanced metrics for precise assessment [15][20]. Group 5: Collaborative Synergy - The synergy between EnerVerse, EVAC, and EWMBench creates a "spiral evolution" where EnerVerse provides a robust framework for EVAC, while the diverse high-quality data generated by EVAC continuously optimizes the EnerVerse model [18][21]. - The combination of EVAC and EWMBench has been officially selected as the baseline system and evaluation standard for the AgiBot World Challenge @ IROS 2025, offering a valuable platform for developers and teams engaged in embodied intelligence research [19][21].