Core Viewpoint - Daxiao Robotics has launched the ACE embodied research paradigm, the first open-source and commercially applicable Kairos 3.0 world model, and the A1 embodied super brain module, aiming to promote the large-scale commercial implementation and robust development of embodied intelligence through collaboration with industry partners [1] Group 1: Technological Innovations - The ACE embodied research paradigm features a key technology called environmental data collection, which utilizes cross-perspective multimodal devices to integrate multidimensional data such as vision, touch, sound, and mechanics, providing precise data support for embodied intelligence model training [1] - The Kairos 3.0 world model is a multimodal understanding-generating-predicting model that inputs multidimensional information like visual, 3D trajectory, touch, and friction, enabling a deep understanding of the physical laws of the real world and the underlying logic of human behavior [1] - The A1 embodied super brain module relies on a cloud model platform to interpret natural language commands and image semantics in real-time, allowing it to understand complex real-world scenarios like a human and generate executable intermediate instructions for precise execution by underlying controllers [1]

Core Insights - The article discusses the rapid advancement of embodied intelligence technology and the establishment of an ecosystem by industry players, particularly highlighting the launch of innovative products by Shanghai Daxiao Infinite Robotics Co., Ltd. [1] Group 1: Product Launches and Innovations - Daxiao Robotics introduced the ACE embodied research paradigm, the open-source Kairos 3.0 world model, and the A1 embodied super brain module, aiming to create a fully autonomous and controllable industrial ecosystem [1][2] - The Kairos 3.0 model is the first open-source and commercially applicable embodied world model, capable of processing multi-dimensional information to understand physical laws and human behavior [2] - The A1 super brain module is designed to accelerate the commercialization of robots, with strategic partnerships announced for various applications, including retail and inspection [3] Group 2: Data Collection and Value - The ACE research model utilizes environmental data collection, enabling the gathering of millions of hours of data annually, which enhances the overall data value to over 100 million hours [2] - The technology aims to provide four core data values: comprehensive data dimensions, long-range task coverage, high interaction precision, and scalable collection efficiency [2] Group 3: Market Potential and Industry Collaboration - The retail sector is identified as a rapidly growing market, with significant potential for robots to address operational challenges in front warehouses and flash purchase warehouses [4] - Daxiao Robotics is collaborating with various industry partners across different fields, including hardware, chips, and cloud services, to build a comprehensive ecosystem [5][6] - The company anticipates significant orders in software-related areas and aims for large-scale product launches in the coming year [4]

Core Insights - The article discusses the rapid advancement of embodied intelligence technology and the efforts of industry players, particularly Shanghai Daxiao Infinite Robotics Co., Ltd., to build a robust ecosystem in this field [1][8] - Daxiao Robotics has introduced the ACE embodied research paradigm and the Kairos 3.0 open-source world model, which aims to address core industry challenges such as data scarcity and generalization capabilities [1][2] Group 1: Technological Innovations - Daxiao Robotics has launched the ACE embodied research model, which focuses on human-centered design and utilizes environmental data collection to create a comprehensive technical system [2] - The Kairos 3.0 model is the first open-source and commercially applicable embodied world model, capable of processing multi-dimensional information to understand physical laws and human behavior [2][3] - The environmental data collection can achieve data accumulation of tens of millions of hours annually, enhancing the overall data value to over 100 million hours [2] Group 2: Commercialization Efforts - Daxiao Robotics has introduced the embodied super brain module A1 to accelerate the commercialization of robots, with strategic partnerships established for various applications [5] - The company is optimistic about the retail sector, particularly in front warehouses and flash purchase warehouses, which are expected to grow rapidly, potentially reaching a market scale of hundreds of thousands [6] - Daxiao Robotics anticipates significant orders in software areas related to world models and embodied intelligence, aiming for large-scale deployment in the coming year [6] Group 3: Industry Collaboration - The robotics industry currently faces challenges in vertical integration across components, sensors, and computing chips, indicating a need for improved collaboration [6][7] - Daxiao Robotics is focusing on ecological collaboration, partnering with various entities in the fields of embodied intelligence, hardware, chips, and cloud services to create a fully autonomous ecosystem [7] - The company has established partnerships with leading brands and institutions in the robotics sector, as well as domestic chip manufacturers, to enhance product compatibility and integration [7]

Group 1 - The core viewpoint of the news highlights the significant growth in the robotics industry, particularly with the rise of the robot ETF E Fund (159530), which has seen a 1.64% increase and a total transaction volume of 1.66 billion yuan [1] - As of December 18, the E Fund robot ETF has experienced a scale increase of 294 million yuan this month, with a notable growth of 38 million shares in the past week, indicating strong investor interest [1] - The latest net inflow of funds into the E Fund robot ETF is 21.26 million yuan, with a total of 173 million yuan net inflow over the last five trading days, reflecting a positive trend in investment [1] Group 2 - The production of industrial robots is expected to exceed 700,000 units in 2025, with November's output reaching approximately 70,200 units, marking a year-on-year increase of 20.60% [2] - The growth in industrial robot production is driven by significant equipment upgrade policies and the ongoing digitalization and intelligent transformation of the manufacturing sector, leading to strong demand for equipment purchases [2] - The favorable conditions in the domestic market, along with the "14th Five-Year Plan" promoting effective investment and major engineering projects, suggest a continued recovery in the industry's prosperity [2] Group 3 - The E Fund robot ETF (159530) tracks the National Robot Industry Index and selects listed companies within the robotics sector, reflecting the market performance of the robotics industry [3] - The index has a high proportion of humanoid robots at 77%, surpassing the 64% of similar indices, indicating a potential benefit from future trends in the humanoid robot sector [3]

Group 1 - SenseTime's subsidiary, Daxiao Robotics, has launched the ACE embodied research paradigm and the first open-source commercial application of the Kairos 3.0 world model [1] - The Kairos 3.0 model has been adapted to work with several domestic chip manufacturers, including Muxi Co., Biran Technology, and Zhongke Shuguang [1] - Daxiao has established partnerships with various embodied entities such as Zhiyuan Robotics, Galaxy General, and Titan Tiger Robotics, as well as hardware manufacturers like Insta360, Wolong Electric Drive, and Parsini [1]

Core Insights - The company, Daxiao Robotics, has officially launched the industry's first ACE embodied research paradigm and the first open-source commercial application of the Kairos 3.0 world model [1] - The new A1 module enables embodied entities to possess autonomous spatial intelligence, contributing to the development of a fully autonomous, controllable, and open ecosystem in the industry [1] Summary by Categories - **Product Launch** - Daxiao Robotics introduced the ACE embodied research paradigm and Kairos 3.0, marking a significant innovation in the field [1] - The A1 module is designed to enhance the autonomous capabilities of embodied entities [1] - **Industry Collaboration** - The company aims to build a collaborative ecosystem with industry partners, focusing on autonomy and openness [1]

Core Insights - SenseTime has transitioned from visual AI to generative AI, with its revenue from generative AI expected to reach 2.4 billion yuan in 2024, increasing its share from 34.8% in 2023 to 63.7% [1] - The establishment of Daxiao Robotics, led by co-founder Wang Xiaogang, aims to address the practical challenges of AI in the physical world through a human-centric approach [2][4] - The AI industry is evolving from "digital intelligence" to "physical intelligence," necessitating a significant transformation for established AI companies [3] Company Developments - SenseTime reported a net loss of 1.162 billion yuan in the first half of 2025, a 50% decrease year-on-year, while continuing to increase R&D investment [4] - Daxiao Robotics aims to create integrated soft and hard products that address real-world needs, moving beyond merely developing models [10][12] - The company is focusing on the robotics sector as a critical breakthrough point for expanding its business and achieving vertical integration [5] Technological Innovations - Daxiao Robotics proposes a human-centric paradigm that emphasizes understanding human interactions with the physical world, utilizing diverse data sources [7][24] - The new "Kairos 3.0" world model integrates multi-modal understanding and behavior prediction, allowing for a comprehensive understanding of physical interactions [19][21] - The model's architecture includes multi-modal understanding, synthesis networks, and predictive capabilities, enabling robots to execute complex tasks in dynamic environments [22][23] Market Trends - The Chinese embodied intelligence market is projected to exceed 800 billion yuan in 2024, with hundreds of startups entering the field [10] - Daxiao Robotics aims to leverage its understanding of user pain points and needs to accelerate the industrialization of embodied intelligence [5][24] - The company anticipates that the logistics sector will be a key area for scaling its solutions, while household applications will require longer development cycles due to safety concerns [28]

Core Viewpoint - DaXiao Robotics is set to officially unveil its open-source "Kairos 3.0" world model on December 18, marking it as the first domestically open-source world model with commercial applications [1] Group 1: Product Launch - The Kairos 3.0 model is the first domestic open-source world model that has achieved commercial application [1] - Alongside the Kairos 3.0, DaXiao Robotics will release the A1 embodiment super brain module, which features a pure visual end-to-end VLA embodiment intelligence model with autonomous navigation capabilities [1] Group 2: Leadership Changes - Wang Xiaogang, co-founder and executive director of SenseTime, will serve as the chairman of DaXiao Robotics [1] - World-class AI scientist Tao Dacheng has been appointed as the chief scientist of DaXiao Robotics [1]

Core Viewpoint - SenseTime's "1+X" spin-off strategy marks a significant move in the embodied intelligence sector with the establishment of "Daxiao Robotics" led by co-founder Wang Xiaogang [2][3] Group 1: Company Developments - Wang Xiaogang has been appointed as the chairman of Daxiao Robotics, which is a key step in SenseTime's strategy to independently operate its embodied intelligence business [2][3] - The stock price of SenseTime (0020.HK) rose by 3.38% to HKD 2.14 following the announcement of this leadership change [2] - Daxiao Robotics is set to officially launch on December 18, introducing the first domestic open-source commercial application of the "Kairos 3.0" world model and the embodied super brain module A1 [2] Group 2: Strategic Implications - The spin-off of the embodied intelligence business is part of SenseTime's broader "1+X" organizational structure, which aims to create independent entities with their own management teams and financing channels [3] - As of early 2025, five ecological companies have completed financing under this new structure, indicating a successful implementation of the strategy [3] - Daxiao Robotics will leverage SenseTime's foundational AI capabilities while focusing on engineering and commercializing vertical scenarios, maintaining a synergistic relationship with the parent company [4] Group 3: Market Context - The embodied intelligence market in China is projected to reach CNY 400 billion by 2030 and exceed CNY 1 trillion by 2035, highlighting the growth potential in this sector [4] - Despite generating over 60% of SenseTime's revenue from generative AI, challenges such as data collection difficulties and complex long-tail scenarios remain in the embodied intelligence field [4]

Core Insights - The company, Daxiao Robotics, is set to officially launch on December 18, 2015, introducing several globally leading technologies and products, including the first domestic open-source and commercially applicable "Kairos" World Model 3.0 [1][12] - The current embodied intelligence sector is experiencing a critical window of technological explosion and paradigm restructuring, creating both challenges and disruptive opportunities [3][11] Company Overview - Daxiao Robotics is led by Wang Xiaogang, co-founder of SenseTime, as chairman, and world-class AI scientist Tao Dacheng as chief scientist, aiming to accelerate the commercialization of embodied intelligence [1][12] - The company has gathered top AI scientists and industry experts to build a robust technology library and capabilities for industrialization and engineering [4][5] Technological Innovations - Daxiao Robotics will unveil the globally pioneering ACE technology paradigm, which constructs a comprehensive technology system based on visual data collection, world models, and embodied base models [8] - The "Kairos 3.0" World Model is designed to overcome challenges in physical causal consistency and can generate high-definition videos with multi-perspective temporal consistency [9] Strategic Collaborations - The company plans to establish multiple strategic partnerships with leading domestic enterprises on the launch day, aiming to co-create a new ecosystem for embodied intelligence [11][13] - Daxiao Robotics is collaborating with top chip manufacturers, hardware vendors, and cloud service providers to create a closed-loop industry chain that integrates models, hardware, and application scenarios [13] Market Potential - The demand for "embodied super brains" is reaching a critical point, highlighting the urgency and potential for commercial applications in the market [3][11] - Daxiao Robotics aims to provide standardized and customized solutions to accelerate the large-scale application of embodied intelligence across various industries [11][12]