点击下方 卡片 ，关注" 具身智能 之心 "公众号 当前，具身智能已成为全球的新焦点，如何打造一个通用的本体和大脑是各个创业公司一直努力突破 的，更是受到资本和产业界的高度关注。 我们今天为大家全面梳理具身大脑领域的国内外知名公司，深入分析其技术特点、产品布局和应用场 景，为公司提供行业全景图，助力战略决策和业务拓展。 重点关注 ：聚焦于开发机器人 "大脑" 系统的企业，包括具身大模型、多模态感知决策系统等。 （一）国内公司 自变量机器人（CEO 王潜） 星海图（CEO 高继扬） 公司简介 ：成立于 2023 年，聚焦 "通用具身大模型" 研发，以 真实世界数据 为主要数据来源构建 具备精细操作能力的通用机器人。在技术路线上更偏向于 "大脑"，从一开始就坚持走 端到端的具身 通用大模型路线 。成立不到两年，已完成 8 轮融资。 代表成果 ： WALL - A 模型：2024 年 10 月推出全球目前最大参数规模的具身智能通用操作大模型Great Wall 系列（GW）的 WALL - A 模型，能整合视觉、语言与运动控制信号，实现从感知到执行的完整 闭环，跨任务泛化能力出色。 开源具身智能基础模型Wall-O ...

For our first story, we have a brand new product from Chat GPT. This is called Pulse and it is a major change from having AI be mostly if not entirely reactive to being proactive. So, what ChatGpt Pulse is going to do for you is basically think overnight as you're not using it.Look at all of your conversation history. Look at all of the memory it has about you and come up with a proactive list of things that you might like to learn more about. All right, so I just opened up Chad GPT and here's what it looks ...

Core Viewpoint - The article provides a comprehensive overview of notable companies in the field of embodied intelligence, focusing on their technological characteristics, product layouts, and application scenarios, which are crucial for strategic decision-making and business expansion in the industry [2][3]. Domestic Companies - **Xinghai Map**: Founded in 2023, focuses on developing a "general embodied large model" using real-world data to create robots with fine operational capabilities. The company has completed 8 rounds of financing [5]. - **WALL-A Model**: Set to launch in October 2024, it will be the largest parameter scale embodied intelligence general operation model globally, integrating visual, language, and motion control signals [5]. - **Wall-OSS**: An open-source foundational model with strong generalization and reasoning capabilities [5]. - **UBTECH**: Established in 2012, a leader in humanoid robot commercialization with comprehensive self-research capabilities [6]. - **Thinker Model**: A hundred billion parameter multimodal model set to be developed by 2025, achieving top results in three international benchmark tests [6]. - **Zhiyuan Robotics**: Founded in February 2023, focuses on deep integration of AI and robotics [7]. - **Genie Operator-1**: A multimodal large model set to release in March 2025, enhancing task success rates by 32% compared to market models [7]. - **Galaxy General**: Established in May 2023, known for its core technology and products that create three major technical barriers [8]. - **VLA Model**: The world's first "general embodied large model" developed independently, utilizing a "brain + cerebellum" collaborative framework [8]. - **Qianxun Intelligent**: Founded in 2024, focuses on AI + robotics with a strong technical background [10]. - **Spirit V1 VLA Model**: The first model to tackle flexible object long-range operation challenges, supporting complex task execution through visual-language-action integration [10]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications [11]. - **ERA-42 Model**: The first end-to-end native embodied large model in China, capable of learning over 100 dynamic tasks [11]. Foreign Companies - **Figure AI**: Focuses on embodied intelligence operation algorithms, enhancing data training and algorithm performance [16]. - **LimX DreamActor**: A new training paradigm combining simulation and real-world data for embodied intelligence training [16]. - **Physical Intelligence**: Founded in January 2023, aims to develop advanced intelligent software for various robots [21]. - **π0 Model**: Released in October 2024, a universal robot foundational model with pre-training and fine-tuning capabilities [21]. - **Google DeepMind**: Merged with Google Brain in 2023, focusing on general artificial intelligence research [19]. - **Gemini Robotics**: A VLA model that can control robots for complex tasks without specialized training [19]. - **Skild AI**: A leading robotics "brain" development company in the US, aiming to create a universal robot operating system [25]. - **Eureka System**: Based on GPT-4, it can automatically train robots for complex actions and optimize reinforcement learning processes [25].

Core Insights - The article focuses on the emerging field of embodied intelligence, highlighting the development of general-purpose robotic "brain" systems and multi-modal perception-decision systems, which are gaining significant attention from both capital and industry sectors [2][3]. Domestic Companies - **Xinghai Map**: Founded in 2023, focuses on developing a general embodied large model using real-world data to create robots with fine operational capabilities. The company has completed 8 rounds of financing in less than two years. Its representative product, WALL-A model, is set to launch in October 2024 and is claimed to be the largest parameter scale embodied intelligence model globally, integrating visual, language, and motion control signals [6]. - **UBTECH**: Established in 2012, it is a leader in humanoid robot commercialization with comprehensive self-research capabilities. The Thinker model, set to be released in 2025, has achieved top rankings in international benchmark tests, significantly enhancing robots' perception and planning capabilities in complex environments [10]. - **ZhiYuan Robotics**: Founded in February 2023, it aims to create world-class general embodied intelligent robots. Its Genie Operator-1 model, to be released in March 2025, integrates multi-modal large model and mixed expert technologies, improving task success rates by 32% compared to market models [12]. - **Galaxy General**: Established in May 2023, it focuses on multi-modal large models driven by synthetic data. Its VLA model is the first general embodied large model globally, utilizing a "brain + cerebellum" collaborative framework [14]. - **Qianxun Intelligent**: Founded in 2024, it is a leading AI + robotics company with a focus on flexible object manipulation. Its Spirit V1 VLA model is the first to tackle long-range operations of flexible objects [16]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications. Its ERA-42 model supports over 100 dynamic tasks through video training [18]. - **Zhujidi Power**: Concentrates on embodied intelligent robots, developing core technologies for hardware design, full-body motion control, and training paradigms [20]. International Companies - **Figure AI**: Focuses on embodied intelligence operation algorithms, enhancing data training and algorithm performance through video generation technology [17]. - **Physical Intelligence**: Founded in January 2023, it aims to develop advanced intelligent software for various robots. Its π0 model, released in October 2024, is a universal robot foundation model [22]. - **Google DeepMind**: Merged with Google Brain in 2023, it focuses on general artificial intelligence research. Its Gemini Robotics model can control robots to perform complex tasks without specialized training [20]. - **Skild AI**: A leading robotics "brain" development company in the US, aiming to create a universal robot operating system that enables intelligent operations across various scenarios [26].

Robotics & AI Advancements - Google DeepMind is bringing powerful AI directly onto robots with Gemini Robotics On-Device [1] - It's the company's first vision-language-action model designed to enhance robot speed, efficiency, and adaptability [2] - The model enables robots to perform tasks and adapt to environments without a constant internet connection [2] Performance & Capabilities - Gemini Robotics demonstrates generality and dexterity in a model small enough to run directly on a robot [1] - The technology offers incredible speed and performance, even in areas with low connectivity [1] Future Implications - The company aims to make robots more helpful and useful to people by continuing to advance this technology [1]

Core Viewpoint - Sergey Brin, co-founder of Google, expresses skepticism about humanoid robots, emphasizing that while the hardware is impressive, the software often falls short. He believes that focusing too much on humanoid forms may underestimate AI's adaptability [1][2]. Group 1: Trends in Robotics - Brin notes that Google has acquired and sold several robotics companies, including Boston Dynamics, and acknowledges the current surge in robotics startups focusing on system development [1][2]. - He highlights that many people are drawn to humanoid robots because they mimic human activities, but he questions the necessity of humanoid forms for effective operation [2][3]. - Major players in the embodied intelligence sector include Tesla, known for its humanoid robot Optimus, and Nvidia, which aims to create a robust development ecosystem [3]. Group 2: Gemini Robotics Models - Google DeepMind has launched two models based on Gemini 2.0: the VLA model for understanding and executing new tasks without specific training, and the VL model for enhancing physical world understanding [5][12]. - The Gemini Robotics models are characterized by their ability to quickly adapt to new environments and tasks, natural language understanding, and the capability to perform complex, precise operations [12]. Group 3: Industry Challenges and Perspectives - Brin and other industry leaders, including Carolina Parada from DeepMind, emphasize that many impressive robot demonstrations are often pre-programmed and do not reflect true intelligence or adaptability [9][10]. - The industry consensus is that while humanoid robots have potential, significant breakthroughs in their "brains" and practical applications are still needed for meaningful commercialization [16][17].

Core Insights - The humanoid robot market is projected to reach a record $1.2 billion in funding in 2024, with expectations to double to $2.3 billion by 2025, indicating rapid growth [1][2]. Group 1: Market Trends and Investment - The funding scale and valuations in the humanoid robot sector are rising, with a notable concentration of capital among leading companies. In 2024, industrial humanoid robots saw a funding surge to $904 million across 40 transactions, with 2025 already raising $644 million through just 12 deals [2][5]. - The top ten companies have collectively raised nearly $7.2 billion, with Meta, Xiaomi, UBTECH, and Tesla capturing around 60% of the total funding [2][12]. - The emergence of Physical AI is redefining the balance between hardware scarcity and software proliferation, with companies like Figure and Skild AI achieving valuations of $2.7 billion and $1.5 billion, respectively, within three years of establishment [2][18]. Group 2: Competitive Landscape - The competition between the US and China in the humanoid robot market has evolved from algorithmic leadership versus manufacturing scale to capital dominance versus price wars. US companies hold 32% of the global market, while Chinese firms account for 27% [23][27]. - US manufacturers are focusing on scaling production, with companies like Figure and Agility Robotics planning to build factories capable of producing over 10,000 humanoid robots annually [26][27]. - Chinese manufacturers are leveraging competitive pricing strategies, with prices ranging from $13,700 to $27,500, but face challenges in reliability and brand trust [25][31]. Group 3: Technological Developments - Major tech companies are laying the groundwork for humanoid robots through foundational models that enhance robots' capabilities in perception, decision-making, and task execution [41][42]. - Companies like Google, Nvidia, and Apple are developing advanced AI systems to support humanoid robots, emphasizing the importance of computational power and data integration [41][46]. - The market is witnessing a bifurcation between open-source collaboration and proprietary systems, with companies adopting different strategies to enhance their competitive edge [30][34]. Group 4: Commercialization and Deployment - The deployment of humanoid robots is shifting from merely replacing human labor to embedding them in collaborative environments, as seen in partnerships with companies like BMW and Mercedes-Benz [36][38]. - The integration of humanoid robots into existing automation ecosystems is expected to provide advantages in cost, flexibility, and modular scalability [39][40]. - The anticipated widespread adoption of humanoid robots in various sectors, including industrial, retail, and healthcare, is projected to occur within the next decade, fundamentally altering labor dynamics [28][29].

全球人形机器人产业正迎来"大脑"技术革命，2025年开年短短三个月内，美国机器人初创公司Figure AI 和谷歌DeepMind都先后公布了各自的通用具身智能大模型，同时，中西部首个人形机器人创新中心—— 成都人形机器人创新中心，也发布了国内首个基于3DSGs的人形机器人规划推理执行系统Raydiculous— 1。 谷歌DeepMind、Figure AI与成都创新中心 正以不同技术路径争夺产业标准话语权，人形机器人 的"脑"力角逐已经拉开帷幕。 ▍谷歌Deep Mind：具身大模型的"通用智能野心" Gemini Robotics 主要有三个方面的提升： 泛化性： Gemini Robotics 是一款 基于视觉-语言-动作（VLA）的端到端模型 ，能够处理全新的、训练 中从未遇到过的任务。例如，向机器人展示一个小型玩具篮球和篮网，并指示"灌篮"，尽管此前从未接 触过这些物体，但仍然理解了指令并完成了动作。Deep Mind称其泛化能力比现有模型提高了一倍。 而 Gemini Robotics-ER 是一款 视觉- 语言模型（VLM） ，专注于增强 空间推理 能力。例如，面对咖 啡杯时，它能识别适合抓取 ...

Core Insights - NVIDIA's GTC 2025 introduced the Isaac GR00T N1 humanoid robot model, which features a comprehensive dataset, multi-modal input, and open-source characteristics, aimed at accelerating research and development in specific applications, potentially leading to a global humanoid robot market value nearing $4 billion by 2028 [1][4]. Group 1: Product Development - The GR00T N1 model allows researchers to conduct post-training using real and synthetic data, thereby shortening the time to market for humanoid robots [1]. - Competitors like Figure AI and Google have launched their own AI models, Helix and Gemini Robotics, respectively, which also focus on enhancing robot decision-making capabilities, but NVIDIA's model is noted for its superior data completeness and deployment flexibility [2][3]. Group 2: Technical Specifications - The GR00T N1 integrates visual language and DiT model optimization, while Gemini Robotics emphasizes reasoning capabilities, and Helix features a dual-system approach for rapid response and understanding tasks [3]. - NVIDIA's hardware solutions, such as Jetson Orin NX and AGX Orin, are designed for various humanoid robot applications, with the AGX Orin offering a peak computing power of 275 TOPS [3]. Group 3: Ecosystem and Market Position - NVIDIA has established a comprehensive ecosystem in the robotics field, including the Omniverse for training simulations and digital twins, which is utilized by both Western and Chinese robot manufacturers [4]. - Despite the open-source nature of GR00T N1, it is expected that developers will still rely on NVIDIA's hardware solutions to maximize efficiency, thereby creating a "moat" around NVIDIA's market position in humanoid robotics [4].

Investment Rating - The mechanical industry is rated as "Buy" (maintained) [1] Core Views - The humanoid robot industry is expected to see significant breakthroughs in 2025, with mass production reaching the scale of thousands, which will drive the downstream supply chain into a phase of certainty and expansion [8] - The introduction of advanced AI models, such as Google's Gemini Robotics, enhances the capabilities of robots in understanding new situations and performing precise physical tasks [3] - The launch of new humanoid robots, such as Muks Robotics' Spaceo series and Dobot Atom, indicates a technological advancement in the humanoid robotics sector, focusing on industrial operations and service applications [4][7] Summary by Sections Humanoid Robots - Google's DeepMind has released new AI models aimed at improving robot capabilities in real-world tasks, focusing on generality, interactivity, and flexibility [3] - Muks Robotics has introduced the Spaceo series, which includes models designed for industrial, social, and space tasks, showcasing advancements in AI systems [4] - The Genie Operator-1 model from Zhiyuan Robotics demonstrates strong generalization capabilities, reducing the data requirements for training robots [5] - The humanoid robot Tian Gong Xing Zhe, priced at 299,000 yuan, aims to reshape the research and education ecosystem for humanoid robots [7] Engineering Machinery - The engineering machinery sector maintains a stable outlook, with excavator sales in February 2025 showing a 52.8% year-on-year increase [13] - The demand for engineering machinery is expected to recover gradually due to the anticipated increase in infrastructure investment [13] - Key companies to watch include Zoomlion Heavy Industry, XCMG, and SANY Heavy Industry [13] Agricultural Machinery - The agricultural machinery market in China shows a significant increase in the market sentiment index, indicating a positive outlook for demand [10] - The export of tractors has seen substantial growth, with a 49.6% increase in quantity year-on-year [10] Semiconductor Equipment - The domestic replacement of semiconductor equipment is becoming essential, with a projected revenue growth of 29% for semiconductor equipment companies in 2024 [16] - The emphasis on domestic production capabilities is expected to benefit leading equipment manufacturers [16] New Energy Equipment - The solar energy sector is experiencing a price adjustment and technological breakthroughs, which are expected to foster a healthier competitive environment [18] - Companies like Maiwei Co., Ltd. and Weidong Nano are recommended for investment in this sector [18] Low-altitude Economy - The low-altitude economy is anticipated to accelerate in 2025, with developments in drone logistics and regulations supporting its growth [20] - Companies such as EHang Intelligent and Yingli Technology are highlighted as potential investment opportunities [21]