Core Viewpoint - The discussion focuses on the concept of remote operation (遥操作) in the context of embodied intelligence, exploring its significance, advancements, and future potential in robotics and human-machine interaction [2][15][66]. Group 1: Definition and Importance of Remote Operation - Remote operation is not a new concept; it has historical roots in military and aerospace applications, but its relevance has surged with the rise of embodied intelligence [5][15]. - The emergence of embodied intelligence has made remote operation crucial for data collection and human-robot interaction, transforming it into a mainstream approach [17][66]. - The concept of remote operation is evolving, with discussions on how it can enhance human capabilities and provide a more intuitive interface for controlling robots [15][66]. Group 2: Experiences and Challenges in Remote Operation - Various types of remote operation experiences were shared, including surgical robots and remote-controlled excavators, highlighting the diversity of applications [6][21]. - The challenges of remote operation include latency issues, the complexity of control, and the need for intuitive human-machine interfaces [34][69]. - The discussion emphasized the importance of minimizing latency in remote operation systems to enhance user experience and operational efficiency [34][56]. Group 3: Future Directions and Innovations - The future of remote operation may involve a combination of virtual and physical solutions, such as using exoskeletons for realistic feedback and pure visual systems for ease of use [38][40]. - Innovations like the ALOHA system are prompting the industry to rethink robot design and operational frameworks, potentially leading to significant advancements in remote operation technology [103][106]. - The integration of brain-machine interfaces could represent the ultimate solution for overcoming current limitations in remote operation, allowing for seamless communication between humans and machines [37][99].

Core Insights - The robotics industry is witnessing a transformation where "intermediary roles" are redefining the traditional supply chain centered around core components and end applications [1][2] - New participants such as data collectors, simulation system providers, visual solution providers, system integrators, sales agents, and investors are emerging to fill the gaps between core components, manufacturers, and end applications [1] Industry Trends - The emergence of a second growth curve in the robotics sector is driven by companies with existing technological expertise entering the market to capitalize on lucrative opportunities [3] - UDEXREAL, a company that transitioned into robotics, reported that its revenue from robotics-related products surpassed its original business within just six months of entry [3] Product Development - UDEXREAL's new product, a glove equipped with flexible sensors for data collection and measurement, demonstrates minimal modifications from its previous applications in gaming and virtual environments [3] - The company emphasizes a cost-effective approach, offering products at approximately 30% lower prices than competitors due to its unique supply chain and technology [3] Market Dynamics - The demand for affordable hardware in the embodied intelligence sector is crucial for encouraging developers to experiment and provide real market feedback for product iteration [4] - Companies like Xsens are also contributing to the market with their low-latency inertial motion capture technology, indicating a trend towards mixed solutions based on cost, precision, and application scenarios [4] Simulation and Data Solutions - High-precision real data is essential for robot training, but simulation data is increasingly becoming a core method for training robots, especially in the absence of extensive real-world data [8] - Companies like Guanglun Intelligent are focusing on creating high-efficiency, generalized, and physically realistic simulation data to bridge the "Sim to Real" gap [8] Emerging Roles - The role of "health check service providers" is gaining traction, offering detailed assessments of robot performance through advanced motion capture systems [9] - These assessments help development teams make targeted adjustments to enhance robot capabilities [9] Ecosystem Growth - The robotics ecosystem is rapidly expanding, with a notable increase in the number of players in the market, particularly in the core component sector [14] - Companies like Henggong Precision have reported significant revenue contributions from core components, indicating a positive trend in this segment [14] Investment Opportunities - Investors see substantial growth potential in various segments of the robotics supply chain, particularly in software layers like operating and simulation platforms [14] - The emergence of integrators and sales agents is expected to further enrich the ecosystem, as they facilitate connections between manufacturers and end-users [15]