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【电子】操作系统是人形机器人“大脑”的核心,国产替代进程正在推进——机器人行业跟踪报告之七(刘凯/黄筱茜/孙啸)
光大证券研究· 2025-03-26 09:07
Core Viewpoint - Robotics is considered the "crown jewel of manufacturing," with its research and manufacturing capabilities serving as a benchmark for a country's technological innovation and high-end manufacturing level [2]. Group 1: Robotics Technology - The modern humanoid robot's technological architecture has formed a collaborative system of "brain-cerebellum-limbs," marking a qualitative change in the bionic robot field [2]. - The "brain" of humanoid robots serves as the core of the intelligent decision-making system, integrating high-performance computing platforms and cutting-edge algorithm architectures [2]. - The "cerebellum" acts as the motion control center, converting decision instructions into precise actions, with mainstream control technologies categorized into model control, reinforcement learning, and imitation learning [2]. Group 2: Operating Systems and Software - The open-source solution Ubuntu+ROS has become the mainstream operating system for humanoid robots, with ROS providing essential functions such as hardware abstraction and inter-process messaging [3]. - Ubuntu offers a stable and reliable environment for open-source robotics projects, enabling a rich ecosystem of applications and algorithms for Xiaomi's CyberDog [3]. Group 3: Company Focus and Innovations - Dongtu Technology is promoting the localization of embodied intelligent operating systems, with plans to release an AI robot operating system product for embodied robots in the first half of 2025 [4]. - The company focuses on core technologies in industrial networking and intelligent control, integrating software-defined control technology and AI capabilities [4]. - Dongtu Technology's industrial operating system, Intewell, is the only domestic system to have strategic partnerships with major international chip manufacturers like NXP, Intel, and Qualcomm [4]. Group 4: Business Expansion - Dongtu Technology has expanded its business through multiple acquisitions, including the 100% acquisition of Kexin Jingcheng in 2017 and a 30% stake in Kedu Software in 2023 [5]. - The company increased its stake in Neuron Company, which specializes in the design and development of industrial network chips and wireless baseband chips [5][6].