Core Insights - The development of humanoid robots and embodied intelligence is still in its early stages, akin to "kindergarten level," with current capabilities limited to basic tasks like grabbing and walking, while facing challenges in complex interactions and task execution [1][6][19] - Achieving "general intelligence" requires a complete perception-reasoning-execution chain, supported by a large volume of high-quality data to enhance model capabilities and product performance [1][2][19] Data and Model Training - The performance of embodied intelligence models follows the Scaling Law, indicating that model performance improves proportionally with increased parameters and data, with a threshold of 100 million high-quality behavior trajectory data points identified as critical for significant capability leaps [2][19] - A mixed training approach using 10% real data and 80% simulated data is preferred to enhance model generalization and efficiency, addressing the limitations of both pure real and simulated data [7][19] Data Collection Techniques - Motion capture technology is essential for data collection, with optical and inertial capture being the two main methods, each having its advantages in precision and continuity [8][10] - The company has achieved an 83% utilization rate in data collection, significantly improving efficiency by reducing time lost in adjustments [10][19] Challenges in Implementation - Key challenges include hardware durability, the need for high-quality data, and efficiency in task execution, which currently lags behind human performance [6][19] - The industry faces a "Sim2Real Gap," where simulated environments do not fully replicate real-world complexities, necessitating a blend of real and simulated data for effective training [7][19] Future Directions - The company aims to enhance data collection precision and efficiency through ongoing development of optical and inertial fusion techniques, while also collaborating with large model technology firms to optimize training efficiency [24][25] - A comprehensive evaluation system is being developed to assess robot performance across various metrics, including stability and energy efficiency, which are critical for commercial viability [18][19]

Group 1 - The company has made a commitment not to reduce or transfer shares held by its actual controllers for 12 months starting from July 7, 2025, following the unlocking of 224 million shares [1] - The company has successfully acquired JAI and is actively integrating both companies' operations, focusing on enhancing their core competitiveness and market influence in the international market [1] - The consumer electronics industry is experiencing a mild recovery, driven by AI technology, new product iterations, and supportive government policies, which collectively contribute to a positive outlook for the sector [1] Group 2 - The company is focusing on domestic substitution in configurable vision systems and upgrading industrial intelligent production lines as key growth drivers in the consumer electronics sector [1] - The company is committed to sustainable development by expanding product offerings and conducting market research to meet future product demands [1] - The company is enhancing algorithm versatility and usability to meet new market demands, achieving high accuracy in defect detection models [1] Group 3 - The company is investing in research and development for next-generation products in key areas such as consumer electronics, new energy, and semiconductors, collaborating with major clients like Foxconn [1] - The integration of visual technology, AI algorithms, and big data analysis into manufacturing processes is expected to improve production efficiency and product quality [1] - The company has developed a comprehensive solution for humanoid robots, including high-precision quality control systems for mass production [2]