Core Insights - Skild AI has introduced a revolutionary concept called Skild Brain, an independent robotic brain that allows robots to adapt and continue functioning even after sustaining damage or losing limbs [3][12][20] - The technology aims to decouple the robot's brain from its physical body, enabling a universal intelligence that can operate across various robotic forms and tasks [4][20] Technological Innovation - Skild Brain employs a dual-layer control strategy, with high-frequency layers for navigation planning and low-frequency layers for translating strategies into joint movements [6] - The system is designed to allow robots to adapt to extreme damage scenarios, such as losing limbs or having motors jammed, by finding alternative ways to move [6][12][19] - The technology utilizes large-scale simulation training and a generalized model to ensure that robots can adapt to new forms without needing to relearn from scratch [13][19] Applications and Future Potential - In industrial settings, Skild Brain can prevent production line shutdowns due to minor faults, allowing robots to continue working until maintenance can be performed [21][22] - The technology has significant implications for disaster rescue operations, enabling robots to perform search and rescue tasks even when damaged [25] - Military applications could benefit from the ability of robots to maintain functionality in combat scenarios despite sustaining damage [26][27] - The concept of a single brain controlling multiple robotic bodies could lead to a new ecosystem where robots share a common intelligence, raising questions about control and societal impact [30]

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-making systems, which are attracting significant attention from both capital and 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 [6]. - **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 [6]. - **Wall-OSS**: An open-source embodied intelligence foundational model with strong generalization and reasoning capabilities [6]. - **UBTECH**: Established in 2012, it is a leader in humanoid robot commercialization with comprehensive self-research capabilities [10]. - **Thinker Model**: A multi-modal large model with 10 billion parameters, expected to achieve top rankings in three international benchmark tests by 2025, enhancing robots' perception and task planning in complex environments [10]. - **Zhiyuan Robotics**: Founded in February 2023, it aims to create world-class general embodied intelligent robot products [12]. - **Genie Operator-1**: Set to release in March 2025, it integrates multi-modal large models and hybrid expert technology, improving task success rates by 32% compared to market models [12]. - **Galaxy General**: Founded in May 2023, it focuses on multi-modal large models driven by synthetic data [14]. - **VLA Model**: The world's first general embodied large model, utilizing a "brain + cerebellum" collaborative framework [14]. - **Qianxun Intelligent**: Established in 2024, it specializes in AI and robotics with a strong technical foundation [16]. - **Spirit V1 VLA Model**: The first AI model to tackle long-range operations of flexible objects, supporting multi-task generalization [16]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications [18]. - **ERA-42 Model**: The first end-to-end native embodied large model in China, capable of learning over 100 dynamic tasks through video training [18]. International Companies - **Figure AI**: Focuses on developing embodied intelligence large models and related infrastructure for various industries [20]. - **Noematrix Brain**: Combines advanced algorithms and data support for comprehensive capabilities in instruction reasoning and task planning [20]. - **Physical Intelligence**: A startup established in January 2023, aims to create advanced intelligent software for robots [24]. - **π0 Model**: Released on October 31, 2024, it is a foundational model for robots, achieving fine control capabilities through pre-training and fine-tuning [24]. - **Google DeepMind**: Merged with Google Brain in 2023, focusing on general artificial intelligence research [22]. - **Gemini Robotics**: A VLA model that allows robots to perform complex tasks without specialized training, enhancing their adaptability to environmental changes [22]. - **NVIDIA**: A leading GPU design company that has expanded into AI solutions [24]. - **Eureka System**: Based on GPT-4, it can automatically train robots for complex actions and optimize reinforcement learning processes [24].

Core Viewpoint - Skild AI has developed a revolutionary AI brain, Skild Brain, capable of controlling various robots in unpredictable situations, achieving a valuation of $4.5 billion as of June 2023 [4][29]. Group 1: Skild Brain Capabilities - Skild Brain can adapt to different robot bodies and situations, allowing it to control robots even when they face unexpected challenges like motor jams or limb loss [7][12]. - The AI brain was trained in a virtual environment simulating 100,000 different robot postures over a simulated time of 1,000 years, leading to emergent control capabilities [4][12]. - It can learn from failures and improve its performance over time, demonstrating a memory capacity over 100 times longer than typical robot control strategies [17][24]. Group 2: Testing and Adaptation - Skild Brain successfully adapted to various scenarios, such as simulating limb loss and adjusting walking patterns accordingly, while traditional controllers failed [19][20]. - The AI demonstrated the ability to switch control strategies based on the robot's physical state, such as transitioning from a wheeled to a bipedal walking pattern when necessary [21][24]. - Initial instability in new configurations, like walking on stilts, was quickly overcome as the AI adjusted its movements to maintain balance [22][24]. Group 3: Company Background and Funding - Skild AI was founded in 2023, focusing on developing adaptive AI for different hardware and tasks, with a small team of approximately six employees [25]. - The company has raised a total of $414 million across seed, Series A, and Series B funding rounds, with notable investors including SoftBank, Nvidia, and Sequoia Capital [29]. - The valuation of Skild AI increased from $1.5 billion after Series A funding in July 2024 to $4.5 billion following a $100 million funding round in June 2023 [29].

Core Viewpoint - The article emphasizes the rapid development and commercialization of embodied intelligence, highlighting key figures and companies driving innovation in this field globally [2]. Group 1: Key Figures in Embodied Intelligence - Wang Xingxing, CEO and CTO of Yushu Technology, has over 10 years of experience in quadruped robot development, leading the launch of multiple products and holding over 100 related patents [4]. - Zhao Xing, an assistant professor at Tsinghua University, has made significant contributions to embodied intelligence and multimodal learning, including the development of the first mass-produced autonomous driving large model [6]. - Xu Huazhe, also an assistant professor at Tsinghua University, focuses on visual deep reinforcement learning and has published over 60 papers in top journals and conferences [9][10]. - Wang He, founder of Galaxy General, specializes in embodied intelligence and 3D vision, leading the development of a versatile wheeled robot [12][13]. - Luo Jianlan, chief scientist at Zhiyuan Robotics, has developed a system achieving 100% success in real-world reinforcement learning tasks [16][18]. - Wang Hao, co-founder and CTO of Zihuan Robotics, led the development of the world's largest parameter scale embodied intelligence model, WALL-A [20][21]. Group 2: Companies in Embodied Intelligence - Yushu Technology focuses on high-performance humanoid robot hardware, utilizing advanced motor drives and motion control solutions [46]. - Galaxy General aims to create versatile humanoid robots, with significant data accumulation for simulation and real-world applications [12][13]. - Zhiyuan Robotics is dedicated to solving challenges in reinforcement learning for precise robotic assembly tasks [16][18]. - Zihuan Robotics is working on integrating large models with embodied intelligence, emphasizing cost-effective solutions for advanced capabilities [20][21]. - Physical Intelligence, co-founded by Sergey Levine, has raised significant funding to develop advanced AI models for various robotic applications [36]. Group 3: Trends and Future Directions - The industry is witnessing a shift towards flexible, adaptive, and highly interactive embodied intelligence systems, driven by diverse technological paths [46]. - Companies are focusing on local needs and practical applications, aiming to create systems that are more aligned with everyday life [46]. - The collaboration between academia and industry is crucial for advancing embodied intelligence technologies and achieving commercial viability [46].

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].

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Investment Rating - The report maintains a "Recommended" investment rating for the humanoid robot industry [7] Core Insights - The humanoid robot concept index decreased by 0.97% from July 27 to August 1, 2025, outperforming the CSI 300 index by 0.78 percentage points. Year-to-date, the humanoid robot index has increased by 46.07%, surpassing the CSI 300 index by 39.93 percentage points [2][13] - Notable stock performance includes Ruikeda with a weekly increase of 29.13%, while Fengmao shares saw the largest decline at -12.63% [18] Weekly Market Review - From July 27 to August 1, 2025, the humanoid robot concept index experienced a decline of 0.97%, while the year-to-date performance shows a significant increase of 46.07% compared to the CSI 300 index [13][2] - The report highlights that the humanoid robot index has outperformed the CSI 300 index by 39.93 percentage points year-to-date [2] Weekly Hotspots Review Policy Developments - The first batch of open funds for the humanoid robot innovation center has been signed, with a total fund size of 3 million yuan, providing 300,000 to 500,000 yuan per project [21] - The Ministry of Industry and Information Technology announced plans to enhance policies for the development of humanoid robots and other emerging industries [21] Product and Technology Iteration - LimX Dynamics launched the full-size humanoid robot LimX Oli, starting at 158,000 yuan, aimed at AI researchers and robot developers [23] - Skild AI introduced the "Skild Brain" AI model, designed to drive various types of robots, marking a shift towards more versatile humanoid robots [23] - The "Zhiyuan Lingqu OS" open-source plan was released, aiming to standardize and scale the embodied intelligence industry [24] - Songyan Power reported the delivery of 105 humanoid robots in July, a 176% increase from June [24] Investment and Financing - Tongchuan Technology completed A+ round financing, focusing on core components for robots [25] - Zero Degree Robotics announced completion of two rounds of financing, totaling over 100 million yuan [25] - Sichuan Tianlian Robotics signed a guidance agreement for its IPO on the Shanghai Stock Exchange [25] Key Company Announcements - Changying Precision has established partnerships with several leading humanoid robot brands and has begun mass production [27] - Yutai Micro has developed Ethernet products for humanoid robots, gradually generating revenue [27] - Yushu Technology signed strategic cooperation agreements with Hong Kong-listed company Giant Star Legend and Zhejiang Taotao Vehicle [27] - Daoshi Technology announced a strategic cooperation agreement focusing on materials for humanoid robot components [27]

Group 1 - Skild AI, supported by Amazon and SoftBank, launched a general AI model "Skild Brain" that adapts to various hardware from industrial robotic arms to humanoid robots, enhancing autonomous decision-making and navigation capabilities [1] - The collaboration between Giant Star Legend and Yushu Technology focuses on developing companion four-legged robotic dogs, leveraging IP resources and hardware technology to expand the consumer robot market globally [4] - StrongRay Technology has initiated humanoid robot business with some order deliveries, emphasizing the uncertainty in business expansion while utilizing powder metallurgy and MIM technology for high-precision components [7] Group 2 - NVIDIA's VP Deepu Talla will deliver a keynote speech at RoboBusiness 2025, discussing physical AI that enables robots to perceive, reason, and act in real environments, marking a shift from rule-based to adaptive intelligent agents [10] - Apera AI completed an oversubscribed Series A funding round to enhance its 4D vision system, aimed at improving industrial robots' visual recognition accuracy and operational speed, serving clients in the automotive sector [13]

Market Review - The Huaxia Sci-Tech Artificial Intelligence ETF (589010) rose by 2.38% on July 29, with a strong upward momentum, marking a five-day increase of 8.5% [1] - The Sci-Tech Board is recognized as the most technology-oriented sector in A-shares, benefiting from the ongoing AI wave [1] - Key holdings such as Fudan Microelectronics surged by 9.90%, while Stone Technology and others also saw significant gains [1] - The Robot ETF (562500) experienced a slight increase of 0.11%, with a total trading volume of 8.91 billion yuan and a turnover rate of 5.52% [1] Hot News - UBTECH announced the completion of a placement raising 24.1 billion HKD (approximately 3.15 billion USD), setting a record in humanoid robot financing, with over 1 billion HKD allocated for supplier payments [2] - Xinjing Medical signed an agreement to develop an "AI artificial heart" project, which can analyze patient conditions in real-time and adjust its operation accordingly [2] - Skild AI, supported by Amazon and SoftBank, launched the "Skild Brain" AI model, enabling a transition from single-task robots to versatile humanoid robots [2] Institutional Views - Huatai Securities noted that AI agents are accelerating implementation across industries, enhancing efficiency and altering business logic and organizational structures [3] - The Robot ETF (562500) is highlighted as the only fund exceeding 100 billion in scale, providing optimal liquidity and comprehensive coverage of the Chinese robotics industry [3] - The Huaxia Sci-Tech Artificial Intelligence ETF (589010) is positioned as a key player in capturing the AI industry's growth moments with its 20% volatility and small-cap flexibility [3]