Institución: La ruta del hardware de inteligencia incorporada ya está clara

According to CCTV news, the first industry standard in the field of embodied intelligence, jointly drafted by the China Academy of Information and Communications Technology and more than 40 units, was officially released on March 26. This standard establishes a unified benchmark testing framework for the field of embodied intelligence, marking a new stage where embodied intelligence evaluation has a “standard to rely on.”

Huajin Securities believes that driven by the significant increase in large-scale financing at the beginning of the year, the capitalization process of the embodied intelligence industry is entering an accelerated phase. Since many components of humanoid robots share technology origins with the automotive industry, it is recommended to pay attention to manufacturers that possess both brain and hardware iteration capabilities.

Galaxy Securities believes that compared to other new productive forces industries, the current advancement speed and long-term potential of embodied intelligence have advantages, with the industry exhibiting strong alpha attributes; at the same time, as the route has not yet converged, there are differentiated or marginally varying key recommended directions at each link.

Guotai Junan Securities believes that future focus will mainly be on the implementation of embodied intelligence applications, including the new hardware demands generated by the “perception-decision-execution” closed loop. As an important carrier of embodied intelligence, companies that achieve technological breakthroughs and domestic replacements in related links will have significant growth potential. 1) From “digital intelligence” to “embodied intelligence,” the focus is on the results of AI implementation. 2) Ecological competition is upgrading, showcasing the hardcore strength of Chinese enterprises. 3) The hardware path is clear, and the core supply chain will benefit first. The hardware path of embodied intelligence has become clear, and the core supply chain links are in the process of development, but the overall industry is still in the early stages of commercialization.