为进一步激发核心团队积极性、提升半导体设备市场业务拓展效率，公司决定设立北京东土半导体技术 有限公司，通过精细运营与市场化激励机制，加速推进半导体设备工控核心技术的迭代升级，扩大商业 化交付规模，为公司新兴业务放量奠定基础。 半导体设备领域是公司智能控制器及解决方案业务打开高端装备制造市场的战略切入点，公司在该领域 的业务已取得突破。2024年以来公司与头部企业建立深度合作，双方围绕半导体设备工控系统国产化替 换展开深度协同，目前已完成数百台定制化智能工业控制设备的交付，产品覆盖半导体刻蚀、清洗等关 键设备环节;同时，形成了从底层国产鸿道工业操作系统、工业网络、控制器硬件及专用板卡，到上层 MaVIEW软件的国产化系统级全栈解决方案，完成从产品级到解决方案、工艺控制、策略优化深度应 用;标志着公司智能控制技术在半导体领域的业务已从适配验证进入商业化落地阶段。 东土科技（300353）(300353.SZ)发布公告，公司与北京力途科技有限公司(简称"力途科技")、北京道芯 致合信息咨询中心(有限合伙)(简称"道芯致合")共同投资设立北京东土半导体技术有限公司，注册资本 1000万元;其中公司以自有资金认缴出资7 ...

半导体设备领域是公司智能控制器及解决方案业务打开高端装备制造市场的战略切入点，公司在该领域 的业务已取得突破。2024年以来公司与头部企业建立深度合作，双方围绕半导体设备工控系统国产化替 换展开深度协同，目前已完成数百台定制化智能工业控制设备的交付，产品覆盖半导体刻蚀、清洗等关 键设备环节;同时，形成了从底层国产鸿道工业操作系统、工业网络、控制器硬件及专用板卡，到上层 MaVIEW软件的国产化系统级全栈解决方案，完成从产品级到解决方案、工艺控制、策略优化深度应 用;标志着公司智能控制技术在半导体领域的业务已从适配验证进入商业化落地阶段。 为进一步激发核心团队积极性、提升半导体设备市场业务拓展效率，公司决定设立北京东土半导体技术 有限公司，通过精细运营与市场化激励机制，加速推进半导体设备工控核心技术的迭代升级，扩大商业 化交付规模，为公司新兴业务放量奠定基础。 智通财经APP讯，东土科技(300353.SZ)发布公告，公司与北京力途科技有限公司(简称"力途科技")、北 京道芯致合信息咨询中心(有限合伙)(简称"道芯致合")共同投资设立北京东土半导体技术有限公司，注 册资本1000万元;其中公司以自有资金认缴出资 ...

Investment Rating - The report maintains a positive outlook on the humanoid robot industry, emphasizing the importance of software development for commercialization [3][4]. Core Insights - The report identifies that the hardware maturity of humanoid robots is currently higher than that of software, with software being the key to commercialization. It highlights the need for advancements in algorithms, data, and control systems to drive the industry forward [3][5][6]. Summary by Sections 1. Algorithms: The Core of Embodied Intelligence - The algorithm framework is divided into two levels: the upper "brain" focuses on task-level planning and decision-making, while the lower "cerebellum" handles real-time motion planning and joint control [3][11][18]. - The report discusses the evolution of control algorithms, noting a shift from traditional methods to modern approaches like reinforcement learning (RL) and imitation learning (IL) [3][19][29]. - The VLA (Vision-Language-Action) model is highlighted as a significant advancement in upper-level control, enabling robots to understand and execute tasks through natural language processing [3][36][40]. 2. Data: The Foundation of Algorithm Learning - Data quality and diversity are crucial for algorithm performance, with sources categorized into real data, synthetic data, and web data. Real data is the most accurate but least abundant [3][74][76]. - The report emphasizes the importance of remote operation and motion capture technologies for collecting high-quality real data [3][79]. 3. Control Systems: The Foundation of Embodied Intelligence - The control system is described as the "brain" of humanoid robots, consisting of hardware (SoC chips, CPUs, GPUs, NPUs) and software components [3][3][3]. - The report notes that the industry lacks a unified consensus on the structure of the "brain" and "cerebellum" in humanoid robots, which are essential for executing complex algorithms and tasks [3][3][3]. 4. Investment Opportunities - The report identifies several key companies in the humanoid robot industry worth monitoring, including: - Controller segment: Tianzhun Technology, Zhiwei Intelligent, Desay SV [4][4]. - Motion control technology: Huichuan Technology, Xinjie Electric, Leisai Intelligent, Gokong Technology, Tosida [4][4]. - Chip manufacturers: Rockchip, Horizon Robotics [4][4]. - Data collection equipment: Lingyun Optical, Aofei Entertainment [4][4].