Core Insights - Dongtu Technology is extending its technological foundation into the smart robotics sector by launching an embodied intelligence development platform, creating a new moat from foundational technology to industrial ecology [1] Group 1: Business Foundation - Dongtu Technology, established in March 2000, has transformed from an industrial communication equipment provider to a foundational provider of industrial internet, covering industrial network communication, operating systems, and smart control solutions [2] - The company has developed the AUTBUS standard, which became the first IEC international standard led by China since 2008, breaking the foreign technology monopoly in the robotics network [2] - The independently developed Hongdao operating system (Intewell) is the only national-level smart robotics operating system, fully compatible with domestic chips, providing a solid foundation for entering the robotics sector [2] Group 2: Addressing Industry Pain Points - Dongtu Technology announced the establishment of the "Embodied Intelligence Joint Research Center" with the University of Electronic Science and Technology, launching the first embodied intelligence development platform based on a controllable robotic electronic architecture [3] - The platform offers a full-stack solution covering hardware compatibility, computing frameworks, and model tools, significantly reducing the complexity of robotics application development [3] - The core innovation of the platform is the assignment of a unique IPv6 identity address to each perception and control node in the robot, ensuring secure collaboration between the robot's "brain" (intelligent decision-making) and "small brain" (real-time control) [3] Group 3: Ecosystem Development - Dongtu Technology has made strategic investments in key enterprises within the robotics supply chain, establishing an initial ecological layout in core components, power systems, and intelligent algorithms [4] - The development of the embodied intelligence platform connects discrete technologies and product investments into a networked empowering ecosystem centered around the development platform [4] - The company plans to use the rich industrial foundation and application scenarios in the Chengdu-Chongqing region as a testing ground for the platform, aiming to build a domestically-led robotics industry ecosystem [4]

Core Insights - The establishment of the Embodied Intelligence Joint Research Center between University of Electronic Science and Technology and Dongtu Technology marks a significant step in developing a domestically controlled electronic architecture for intelligent robots in China [1][2] - Dongtu Technology has led the formulation of the world's first international standard for a two-wire broadband industrial bus, AUTBUS, which breaks the foreign technology monopoly in China's robotics sector and enhances safety in intelligent robotics [1] - The Hongdao operating system developed by Dongtu Technology is recognized as the only national-level intelligent robot operating system, supporting the construction of a secure and controllable ecosystem for intelligent robots in China [2] Summary by Sections Establishment of Research Center - The Embodied Intelligence Joint Research Center aims to build a neural network system for intelligent robots in China, marking a new chapter in electronic architecture for robots [1] International Standards and Technological Advancements - AUTBUS is the first internationally recognized standard in China's robotics field, providing comprehensive control over industrial communication semantics, data interfaces, protocol standards, and chips [1] - The standard is also recognized as a national standard for industrial control and automotive industry standards, ensuring a reliable foundation for the safety of intelligent robots [1] Operating System and Innovation - The Hongdao operating system facilitates the integration of data across various fields, including robots, CNC machine tools, and factory control, enabling platform-based applications [2] - Dongtu Technology received awards for technological innovation, highlighting its capabilities in the field [2] Future Collaboration and Development - The collaboration aims to empower the core electronic architecture of intelligent robots, enhance efficient application of large model training, and contribute to the collaborative development of the intelligent robotics industry [3] - Future efforts will focus on developing a robot industry cluster in the southwestern region of China, complementing other major economic areas [3]

Core Insights - The establishment of the Embodied Intelligence Joint Research Center between the University of Electronic Science and Technology and Dongtu Technology marks a significant step in developing a domestically controlled electronic architecture for intelligent robots in China [1][6] - This collaboration aims to break the reliance on foreign standards and technologies in the robotics sector, which is crucial for the high-quality development and industrial safety of China's robotics industry [3][4] Group 1: Strategic Collaboration - The partnership between the University of Electronic Science and Technology and Dongtu Technology is a strategic alliance to build a neural network system for intelligent robots in China [1][6] - The collaboration is expected to empower the autonomous control of core electronic architecture for intelligent robots, enhancing the efficiency of large model training applications [6] Group 2: Technological Advancements - Dongtu Technology has led the development of the AUTBUS international standard, which is the first internationally recognized standard in the robotics field independently established by China, breaking the long-standing foreign monopoly on industrial network technology [4] - The AUTBUS standard enables the replacement of foreign industrial bus standards like CAN and EtherCAT, providing a foundation for autonomous communication technology in robotics [4] Group 3: System Integration and Innovation - The Intewell operating system developed by Dongtu Technology is recognized as the only national-level intelligent robot operating system, facilitating the integration of data across various fields such as robotics and factory control [5] - The innovative architecture of intelligent robots, based on the Intewell operating system and AUTBUS standard, allows for unique IPv6 identification for each control node, ensuring secure and sustainable development of robotic systems [5][6] Group 4: Future Development and Impact - The collaboration aims to foster the development of a robotics industry cluster in the western region of China, complementing other major economic areas and contributing to the national new industrialization efforts [6] - This initiative is expected to inject strong momentum into achieving technological self-reliance and ensuring industrial safety in China [6]

Core Viewpoint - The article highlights the transformation of Dongtu Technology from a communication equipment provider to a foundational provider for industrial internet, emphasizing its role in the ongoing industrial digitalization and intelligentization revolution in China [1][2]. Strategic Positioning - Dongtu Technology positions itself as a "provider of the foundation for new industrialization," focusing on deepening core technologies rather than pursuing rapid commercialization [2]. - The company emphasizes the importance of having an independent communication and operating system for smart factories and machines, which is crucial for the safety and intelligence of China's manufacturing industry [2][3]. Technological Breakthroughs - Dongtu Technology has achieved significant milestones in technology, including the establishment of the AUTBUS as an IEC international standard, marking China's first leadership in industrial communication standards since 2008 [3]. - The Hongdao operating system is fully compatible with domestic chips and has formed strategic partnerships with major international chip manufacturers, showcasing its capabilities in providing a robust industrial operating system [3][4]. Full-stack Autonomous Technology - The company has developed a comprehensive technology system that spans from chips to operating systems, which is expected to define future industrial intelligence standards [4]. - The gross margin for the industrial operating system business is close to 80%, indicating strong profitability potential [4]. Ecosystem Construction - Dongtu Technology aims to build a "root ecosystem" based on foundational technologies, which is essential for creating a controllable and evolving industrial landscape in China [5]. - The company is actively promoting collaboration through standardization and win-win mechanisms, transforming competitors into partners [5]. International Strategy - The internationalization strategy focuses on exporting standards and ecosystems rather than just products, with ongoing collaborations in Asia and Europe [5][6]. - The recent acquisition of Gaoweike Electric is part of the company's strategy to enhance its capabilities in energy control and automation, creating a closed loop of communication, control, and operating systems [6]. Future Outlook - Dongtu Technology envisions making China's standard and technology system a global language, with goals for the next three to five years including achieving a million installations of the Hongdao system and further breakthroughs in international standards [6]. - The shift from hardware-driven revenue to software subscriptions and ecosystem benefits is expected to enhance the company's profitability and contribute to the high-quality development of China's industrial software sector [6].