Industry Overview - The embodied intelligence industry is experiencing rapid growth, with a projected market size of 400 billion yuan by 2030 and over 1 trillion yuan by 2035 in China, driven by innovation and demand release [1] - The industry is expected to grow at an annual rate exceeding 50% in recent years [1] Company Developments - Wang Xiaogang, co-founder and executive director of SenseTime, has been appointed as the chairman of the embodied intelligence company "Daxiao Robotics" [1] - Daxiao Robotics plans to launch several leading technologies and products, including the "KAIWU" World Model 3.0 and the Embodied Super Brain Module A1, on December 18 [1] - Following the announcement, SenseTime's stock price rose by 3.38%, closing at 2.14 HKD on December 4 [1] Technological Advancements - Daxiao Robotics has assembled a team of top AI scientists and industry experts, including the chief scientist Tao Dacheng, an academician of the Australian Academy of Science [3] - The company is focused on embodied intelligence and aims to introduce a pioneering ACE technology paradigm, which integrates "environmental collection + world model + embodied base model" [3] - SenseTime has a strong technological foundation in embodied intelligence, recently releasing and open-sourcing the multi-modal model architecture NEO to support various applications [3][4] Product Innovations - SenseTime's "Puffin" AI model enhances embodied intelligence by enabling AI to think from a human-like perspective using camera input, improving global collaboration, perception accuracy, and scene training efficiency [4] - The "Wuneng" platform, launched at the 2025 WAIC, covers core capabilities in perception, navigation, and interaction, facilitating real-world interactions across various terminals like vehicles and robots [4] Strategic Positioning - For SenseTime, embodied intelligence represents a natural extension of its technological path, evolving from its initial strengths in computer vision to a comprehensive platform integrating vision, perception, interaction, and decision-making [4] - The company is positioned to become a significant player in the embodied intelligence sector, leveraging its technological advancements and market strategies [4]