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 ...

Group 1: Core Insights - The fourth Global Digital Trade Expo in Hangzhou highlights the city's role in digital trade, showcasing over 1,700 exhibitors and attracting more than 40,000 professionals [1] - The event emphasizes the dual engines of artificial intelligence and e-commerce in driving China's digital trade development [1] - Zhejiang province's digital trade has shown remarkable growth, achieving a total of 414.95 billion yuan in the first half of the year, marking a 13.2% year-on-year increase [2] Group 2: Digital Trade Growth - Global digital service trade is projected to reach 4.64 trillion USD in 2024, with an 8.3% growth rate, significantly outpacing the 2.3% growth in global goods trade [2] - China's digital service trade ranks among the top ten globally, with a record 1.5 trillion yuan in service imports and exports in the first half of the year [2] - Zhejiang's digital trade is expected to surpass 1 trillion yuan by 2027, with a focus on building a modern "digital trade port" [3] Group 3: AI and Robotics - The "Hangzhou Six Little Dragons" concept has gained popularity, showcasing advancements in humanoid robots and AI technologies at the expo [4][5] - The event features innovative products like intelligent bionic legs and the high-speed robotic dog, Black Panther 2.0, which demonstrates significant technological advancements [5][9] Group 4: International Collaboration - Countries like the UAE and Indonesia are keen on enhancing cooperation with China in digital trade and technology sectors, viewing China as a strategic partner for market access [10][12] - The UAE aims to become a global digital economy hub, with plans to increase the digital economy's contribution to its non-oil GDP from 12% to 20% by 2031 [12] - Indonesia's young and tech-savvy population is seen as a driving force for its digital economy, with hopes for joint development of a digital economic zone with China [12]

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].

Core Viewpoint - The article discusses the emergence of 3D content generation models, highlighting the unique approach of Qunhe Technology in developing a spatial large model that addresses the core industry pain point of "spatial consistency" [2][7]. Group 1: Current Landscape of 3D Content Generation - Major players in the 3D content generation space include Google Genie 3 and World Labs, focusing on either video generation or 3D scene generation [5]. - The "video generation faction," represented by Genie 3, can create dynamic interactive content but struggles with maintaining three-dimensional spatial consistency [5]. - The "3D scene generation faction," represented by World Labs and others, can achieve 360-degree roaming but often faces issues with scene collapse and content inconsistencies due to a lack of high-quality 3D data [5][11]. Group 2: Qunhe Technology's Spatial Large Model - Qunhe Technology's spatial large model aims to overcome the challenges faced by existing models, particularly in terms of spatial consistency and realistic roaming capabilities [8][12]. - The model is characterized by three features: realistic holographic roaming scenes, interactivity, and complex spatial processing capabilities [13]. - Qunhe has released two sub-models: SpatialLM 1.5 (spatial language model) and SpatialGen (spatial generation model), which exemplify these features [14]. Group 3: Spatial Language and Interaction - Spatial language, as defined by Qunhe, allows the model to describe 3D scenes in terms of spatial parameters, enhancing its ability to support precise spatial generation and editing [21]. - The model can assist robots in understanding complex spatial tasks by incorporating physical parameters and spatial knowledge [19][21]. - Compared to traditional models, SpatialLM 1.5 demonstrates superior performance in spatial understanding and task execution [30][32]. Group 4: Challenges and Industry Context - The spatial intelligence field is still in its early stages, akin to the GPT-2 phase, facing challenges such as data scarcity, high acquisition costs, and complex scene semantic understanding [32][51]. - Qunhe Technology's strategy involves a "three-in-one" approach, integrating spatial editing tools, spatial synthetic data, and spatial large models to create a positive feedback loop for development [42][45]. - The company has built the largest indoor space deep learning dataset, InteriorNet, with over 441 million 3D models and 500 million structured 3D space scenes, enhancing its competitive edge in the spatial intelligence domain [45]. Group 5: Future Prospects - The article emphasizes the potential for rapid growth in the spatial intelligence sector, driven by collaborative efforts and open-source initiatives [52]. - Qunhe Technology aims to accelerate the evolution of spatial intelligence and expand the industry by fostering a community of developers and researchers [54].