Group 1 - The core value of embodied intelligence is not to "replace humans," but to liberate productivity, allowing people to enjoy more diverse services at an affordable cost [2][5] - There is a demand for services such as babysitters, drivers, chefs, and personal assistants, but supply and demand imbalances make it difficult to meet these needs. Embodied intelligence is expected to fill this gap and create value across various scenarios including households, industries, and services [2][5] - The combination of embodied intelligence and AI represents a technological wave that will last over ten years, and it is just beginning. Chinese companies are not merely following technology but are leading technological advancements, supported by complex systems of engineering and supply chains, making it a crucial part of global technological competition [2][5] Group 2 - Regarding the debate on whether there is a bubble in embodied intelligence, the definition of a bubble should be based on "whether it creates real value." Chinese companies have the advantage of achieving the same or even better technological and product outcomes at 1/5 to 1/10 of the cost and in a shorter time compared to overseas counterparts, showcasing the capabilities of Chinese manufacturing and engineering [2][5] - The core advantage of Chinese companies lies in their ability to implement solutions and accumulate data. In manufacturing and service sectors, Chinese companies can collect data at a lower cost and higher efficiency, with data being the essential fuel for the iteration of embodied intelligence technology [2][5]