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 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].

Core Insights - The article discusses the emergence of embodied intelligence in robotics, highlighting the advancements and commercialization potential of the Moz1 robot developed by Qianxun Intelligent [1][4][16] - The founder, Han Fengtao, emphasizes the importance of talent acquisition over funding in the startup phase, indicating a competitive landscape for top AI talent [3][8][9] - The article notes the significant interest from investors in the embodied intelligence sector, contrasting it with previous experiences in the industrial robotics field [10][12] Company Overview - Qianxun Intelligent was established in February 2024 and has since completed two rounds of financing, raising nearly 600 million yuan, led by JD.com [1] - The company aims to leverage advancements in AI, particularly large models, to enhance the capabilities of robots beyond traditional fixed-function industrial robots [4][10] Market Dynamics - The embodied intelligence sector is characterized by a high ceiling for market potential, with Chinese companies competing on a global scale, unlike the previous focus on domestic market share in industrial robotics [3][10] - The current penetration rate of industrial robots in China is only 3%, indicating substantial growth opportunities for embodied intelligence applications [12] Talent Acquisition - Han Fengtao highlights the challenges of finding suitable partners and talent, stating that he spent six months identifying potential co-founders and key team members [7][9] - The strategy includes mapping talent from top universities and companies, with a focus on high-caliber AI professionals [9] Commercialization and Application - The article suggests that the first wave of commercialization for embodied intelligence technologies is expected to begin in the coming year, with specific applications in high-value industries [1][16] - Han Fengtao believes that the initial applications will be in sectors with high profit margins and customer price tolerance, such as logistics and hazardous environments [13][16] Industry Trends - The article notes a shift in the robotics industry, with increased attention and investment in embodied intelligence, paralleling the growth seen in the electric vehicle sector [14] - The World Robot Conference in Beijing has expanded significantly, reflecting the growing interest and development in the robotics field [14][15]