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新方向:机器人遥操作
Soochow Securities· 2025-08-03 04:23
Investment Rating - The report maintains an "Overweight" rating for the computer industry [1] Core Viewpoints - Robot teleoperation is defined as using remote control to map human actions onto machines across physical spaces [6] - The primary applications of robot teleoperation include human-machine task execution, safety assurance, and training data collection [7] - Current technical challenges in teleoperation include communication latency and tactile feedback [8] - Investment in robot teleoperation is seen as a means to accelerate the deployment of robots in various scenarios and to enhance safety measures [11] Summary by Sections 1. Definition of Robot Teleoperation - Robot teleoperation refers to the remote control method that allows human actions to be mirrored onto machines [6] 2. Main Purposes of Robot Teleoperation - Human-machine task execution is necessary as humanoid robots currently lack sufficient intelligence for autonomous task completion, especially in hazardous environments [7] - Safety assurance is critical due to potential hacking risks and algorithmic flaws that could lead to accidents [7] - Training data collection is essential for humanoid robots to learn physical actions through human demonstrations, which require teleoperation [7] 3. Current Technical Challenges in Teleoperation - Communication latency affects the real-time operation of teleoperation, particularly in long-distance tasks [8] - Tactile feedback devices are expensive, and the autonomous reasoning capabilities for tactile intelligence are still under development [8] 4. Main Methods of Teleoperation - Current mainstream teleoperation methods include VR controllers, motion capture devices, master-slave robotic arms, exoskeletons, and Cartesian coordinate controllers [9][10] 5. Investment Recommendations - The report suggests that robot teleoperation can facilitate the integration of robots into various applications and is crucial for collecting training data [11] - The market for teleoperation is promising, with a recommendation to focus on companies like Changhong Technology, which is developing remote control solutions for robots [11]
当虹科技:参与设立的央视融媒体产业投资基金,已正式投资云深处科技
Ge Long Hui· 2025-07-29 09:30
Core Viewpoint - The company is focusing on its business needs for recruitment and emphasizes its advanced technology in video transmission and processing for robotics applications [1] Group 1: Technology and Innovation - The company's core technologies include ultra-low latency video encoding, super compression, visual AI models, and the BlackEye multimodal audiovisual model, enabling high compression rates and low-latency video transmission [1] - The developed remote control solution for robots allows for deep processing and ultra-low latency transmission of various data types, including video, audio, radar point clouds, and device signaling [1] Group 2: Market Engagement - The company recognizes the growth potential in the robotics sector and has invested in the Cloud Deep Technology through the establishment of the CCTV Media Industry Investment Fund [1]
当虹科技(688039.SH):参与设立的央视融媒体产业投资基金,已正式投资云深处科技
Ge Long Hui· 2025-07-29 09:07
Core Viewpoint - The company is focusing on its business needs for recruitment and emphasizes its advanced technology in video transmission and processing for robotics applications [1] Group 1: Technology and Innovation - The company's core technologies include ultra-low latency video encoding, super compression, visual AI models, and the BlackEye multimodal audiovisual model, enabling high compression rates and low-latency video transmission [1] - The developed remote control solution for robots allows for deep processing and ultra-low latency transmission of various data types, including video, audio, radar point clouds, and device signaling [1] Group 2: Market Engagement - The company recognizes the growth potential in the robotics sector and has invested in the Cloud Deep Technology through the establishment of the CCTV Media Industry Investment Fund [1]