Industry Highlights - On November 24, Zhiyuan Robotics launched the LinkSoul platform, allowing users to configure robots' voice, personality, behavior, and memory, creating unique intelligent companions [1] - On November 24, Anhui Zhongding Holdings' subsidiary was notified that its intelligent thermal system became a supplier for two domestic liquid cooling system integrators [1] - On November 25, UBTECH disclosed that it won a bid for the humanoid robot data collection and testing center and AI education demonstration project in Fangchenggang, Guangxi, with a bid amount of 264 million yuan, primarily featuring the Walker S2 product [1] - On November 28, UBTECH successfully won a bid for the humanoid robot data collection and training center project in Jiujiang, Jiangxi, with a bid amount of 143 million yuan [1] Capital Trends - Shenzhen Diedong Technology Co., Ltd. successfully completed a new round of capital increase, with Longsheng Technology increasing its strategic investment, now holding 9.23% of Diedong Technology's shares, marking a deeper collaboration in the robotics field [2] - BAIC Blue Valley announced that it received approval for a stock issuance to specific targets, aiming to raise no more than 6 billion yuan [2] Weekly Insights - Embodied intelligence is considered the strongest application of AI, with humanoid robots being a key direction. The ROBO+ track, representing electrification, is expected to reshape the entire automotive industry chain [3] - In terms of the main body, automotive manufacturers and 3C brand companies are gaining competitive advantages due to their understanding of demand scenarios and hardware supply chains, while companies like Huawei, ByteDance, and Xiaomi, which possess both brain and hardware iteration capabilities, are seen as having the most coherent business logic in humanoid robotics [3] - The Tesla supply chain is expected to quickly enter small-batch production, with a temporary halt followed by a restart; Zhiyuan's supply chain is undergoing changes due to the reconstruction of vertical business models; Huawei's supply chain focuses on the implementation of downstream vertical application scenarios [3]

Investment Rating - The report suggests a positive outlook for the humanoid robot industry, indicating a strong investment opportunity in the sector [3][32]. Core Insights - The humanoid robot industry is experiencing accelerated demand, with companies like UBTECH securing significant orders, leading the global market with over 1.3 billion yuan in orders for 2025 [1][21]. - The launch of the LinkSoul platform by ZhiYuan Robotics marks a significant step towards personalized intelligent agents, allowing users to customize robots across multiple dimensions [1][19]. - The industry is witnessing a shift from demonstration applications to large-scale deployment, driven by policy support and increasing commercial interest [8][10]. Summary by Sections 1. Humanoid Robots - The industry is entering a phase of order release and mass production, with UBTECH winning a 1.43 billion yuan contract, pushing its total humanoid robot orders to over 1.3 billion yuan for 2025 [1][21]. - ZhiYuan Robotics has introduced the LinkSoul platform, enabling comprehensive customization of robots, which signifies a transition from execution tools to personalized intelligent agents [1][19]. 2. Core Components - Key players like Qide New Materials are achieving breakthroughs in carbon fiber components for humanoid robots, securing small batch orders [25][29]. - Companies such as Sanxie Electric are entering mass supply phases for core electric motor products, indicating a robust supply chain development [25][31]. 3. Investment Recommendations - The report emphasizes that embodied intelligence represents the strongest application of AI, with humanoid robots being a crucial direction [3][32]. - It highlights the importance of monitoring technological iterations and component supply chain dynamics in the second half of 2025 [32][33].

Core Insights - The launch of the "LinkSoul" intelligent system by Zhiyuan Robotics aims to revolutionize traditional robot interactions by allowing users to customize robots without coding knowledge [1][2] - The platform offers a modular and visual interface for deep configuration of a robot's voice, personality, behavior, and memory, facilitating a personalized editing process [1] Customization Capabilities - LinkSoul provides five dimensions of customization, including a library of 30 to 40 different voice styles and a "voice replication" feature that allows users to upload audio clips for similar voice modeling [1] - Users can freely combine a robot's expressions, actions, and dialogue, akin to video editing, and can create complete character profiles with simple commands [1] Memory and Task Execution - The platform enhances robots' memory depth and task execution capabilities, enabling them to remember user preferences and past interactions [2] - Businesses can upload professional materials for robots to learn and evolve in specific scenarios like customer service and guided tours, allowing for the configuration of specific task flows [2] Market Positioning - The introduction of LinkSoul is intended to shift robots from standardized tools to personalized intelligent agents, enabling ordinary users to design robot interactions similarly to using an "app store" [2] - This development aims to accelerate the realization of differentiated intelligent living scenarios, promoting a "one person, one machine" approach [2]

Group 1 - The core viewpoint of the article highlights the rapid development and innovation in the robotics industry, particularly focusing on humanoid robots and intelligent systems [5][11][14]. - The launch of the LinkSoul platform by Zhiyuan Robotics allows users to customize robot features, including voice and behavior, enhancing user interaction [2]. - The Anhui provincial government has introduced an action plan aiming to cultivate over 10 leading domestic enterprises and achieve a total industry revenue of 100 billion yuan by 2027 [5]. Group 2 - GAC Group plans to initiate large-scale production of its embodied intelligent robots by 2027, with a target of exceeding 1 billion yuan in industry chain output by 2030 [8]. - The LET dataset, developed by the National Local Joint Innovation Center for Humanoid Robots and Leju Intelligent, aims to address the lack of real machine data in the field of embodied intelligence [11]. - Dongfeng Motor has unveiled several humanoid robots, including "Xiao Dong" and "Worker No. 2," which are designed for tasks such as customer reception and factory operations [14].

Core Viewpoint - The article discusses the launch of the LinkSoul platform by Zhiyuan Robotics, which allows users to customize robots in a modular way, creating unique intelligent companions that can express personality, voice, and behavior [2][5][9]. Group 1: Platform Features - The LinkSoul platform is described as a "robot soul customization factory," enabling users to configure various aspects of robots, including voice, personality, behavior, and memory [2]. - Users can choose from 30-40 pre-existing voice styles or upload their own recordings to create a voice that resembles theirs, achieving a "voice like the person" effect [3][5]. - The platform allows users to freely arrange expressions, actions, and dialogues, enabling the creation of unique interactions such as personalized greetings and performance skills [5]. - Users can generate a complete character for the robot by simply inputting a phrase, allowing for the recreation of beloved characters or historical figures [6]. - The robots can remember user identities, preferences, and past interactions, facilitating more natural and engaging communication [8]. Group 2: Functional Upgrades - The platform enables robots to take on specific tasks beyond conversation, such as guiding, delivering items, or hosting events, thus transforming them from simple companions to versatile assistants [9]. - The overarching goal of the LinkSoul platform is to enhance the intelligence of robots while also giving them emotional warmth, making personalized and interactive experiences accessible to everyone [9].

Core Insights - The company Zhiyuan Robotics has officially launched the LinkSoul platform, which allows for the flexible configuration of robots' voices, personalities, behaviors, and memories [1] - The platform includes 30 to 40 pre-existing voice styles, enhancing the customization options for users [1] Company Summary - Zhiyuan Robotics is focusing on advancing robotic technology by providing a platform that enables diverse configurations for robotic interactions [1] - The introduction of the LinkSoul platform signifies a strategic move to enhance user engagement and personalization in robotics [1] Industry Summary - The launch of the LinkSoul platform reflects a growing trend in the robotics industry towards personalization and user-centric design [1] - The availability of multiple voice styles indicates an increasing emphasis on emotional and social interaction capabilities in robots [1]