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 - The article discusses the dual exploration of embodied intelligence in China, focusing on advancements in AI large models by companies like UBTECH and Zhihui Square, and the foundational work on intelligent materials by academician Leng Jinsong to reconstruct the "body" of robots [2][3][18]. Group 1: AI Large Models and Commercial Applications - UBTECH announced its large multimodal model, Thinker, which achieved four global firsts in international robot benchmark tests [2]. - Zhihui Square plans to deploy over 1,000 embodied intelligent robots powered by its VLA model in the semiconductor display production base of Huike over the next three years [2][14]. - The VLA model allows robots to learn tasks autonomously through end-to-end data-driven approaches, enhancing their adaptability in existing factory environments [14][15]. Group 2: Intelligent Materials and Robotic "Body" - Leng Jinsong emphasizes the importance of the "execution layer" in embodied intelligence, which is often overlooked in current discussions [2][10]. - His research focuses on intelligent materials that can actively change shape and function, aiming to replace traditional motors in robotics [5][10]. - A notable application of these materials is the flexible solar sail deployed on a commercial satellite, marking the first use of such materials as the main power source in space [7][8]. Group 3: Future Applications and Innovations - Intelligent materials have potential applications in various fields, including aerospace, industrial manufacturing, and biomedical sectors [9][10]. - Examples include flexible hydrogen storage bottles for electric vehicles and biodegradable stents for cardiovascular applications [9][10]. - Leng envisions a future where intelligent materials can not only change but also possess life-like characteristics, integrating AI and self-repair capabilities [11]. Group 4: Industry Challenges and Competitive Landscape - The competition in the industry is not only about AI algorithms but also about enhancing the sensory capabilities of robots through advanced tactile sensors [15][16]. - Despite leading in foundational research on intelligent materials, China faces the risk of being outpaced in product commercialization by companies from Japan and Germany [16]. - The article highlights the need for both AI-driven companies and foundational research to effectively translate their technological advantages into market-ready products [18].

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].