近日，由特斯联科技集团有限公司与光特海智海洋科技（青岛）有限公司共同出资设立的光特（嘉兴）具身机器人制造有限责任公司正式成立。该公司法定 代表人为刘烽，注册资本达1000万人民币，经营范围聚焦服务消费机器人制造、智能机器人研发及软件开发等核心领域。 天眼查显示，从股权结构来看，特斯联直接持股光特（嘉兴）60%，同时通过持股光特海智海洋科技67.9%成为其绝对大股东，这意味着特斯联将对新公司 的发展形成核心主导作用。 特斯联科技集团有限公司 - 投资60% -> 光特 (素 兴）具身机器人制造有限责任公司 路径2(占比27.1624%) 特斯联科技集团有限公司 - 投资 67.906% -> 光特: 海洋科技 (青岛)有限公司 - 投资 40% -> 光特 兴) 具身机器人制造有限责任公司 在具身智能领域，特斯联已构建起AIoT基础设施、领域模型、智能体三层战略体系，或将为新公司的具身机器人研发提供坚实技术支撑。其中，公司自研 的混合推理智算平台（HICP）可实现多元异构算力的统一调度与管理，能为具身智能的云端训练及端侧推理提供高性能、低延迟计算资源，目前已兼容十 余种国产主流信创芯片；同时，其自研空间大模型能 ...

Core Viewpoint - The strategic partnership between TUSI and UBTECH aims to integrate spatial intelligence and embodied intelligence to enhance the capabilities of humanoid robots, creating a new paradigm for multimodal training and promoting the comprehensive deployment of intelligent robots [1][3]. Group 1: Strategic Collaboration - TUSI, a leader in spatial intelligence, and UBTECH, a pioneer in humanoid robotics, have signed a strategic cooperation agreement to share and innovate on their respective technologies [1][3]. - The collaboration is based on mutual recognition of each other's technological strengths and industrial value, aiming to create highly autonomous and interactive next-generation intelligent robots [3]. Group 2: Technological Capabilities - UBTECH possesses full-stack technology capabilities in humanoid robotics, including advanced hardware, AI technology, and integration of robotics with AI [3]. - TUSI has developed a three-layer strategic system focusing on AIoT infrastructure, AIoT domain models, and AIoT intelligent agents, with nearly 10,000 spatial intelligence project cases since 2015 [3][4]. Group 3: Spatial Intelligence - Spatial intelligence is crucial for robots to interact with the physical world, enabling them to understand complex, unstructured environments [4]. - TUSI's self-developed spatial large model allows for multi-modal integration and reasoning, helping robots to comprehend physical laws and perform complex task planning [4]. Group 4: AIoT Intelligent Agents - TUSI's intelligent agents possess capabilities such as human-like thinking, long-term memory, high-dimensional perception, and teamwork, enhancing robots' decision-making and collaborative abilities in complex environments [5]. - UBTECH's humanoid robots serve as intelligent terminals that can autonomously move and perform precise operations, continuously validating and enhancing spatial reasoning models through real-world interactions [5]. Group 5: Market Implications - The partnership between TUSI and UBTECH is expected to create significant opportunities for business upgrades and global market expansion, especially as TUSI is in the process of an IPO [5].