CICC: focusing on the foundational role of Siasun Robot & Automation in the wave of software for human-shaped robots.

CICC released a research report stating that software (including AI large models, operating systems, simulation software, etc.) as an important component of the underlying technology of Siasun Robot & Automation, is expected to fully benefit from the development trend of humanoid Siasun Robot & Automation. Among them, AI large models are relatively mature in the perception field and can help Siasun Robot & Automation achieve an intelligent "brain"; the operating system is the hub for scheduling the software and hardware resources of Siasun Robot & Automation; and simulation software is an important tool for accelerating the development of Siasun Robot & Automation. Recently, Huawei's layout in the field of humanoid Siasun Robot & Automation has once again attracted widespread attention to humanoid Siasun Robot & Automation, and companies in the software industry that have business layouts related to Siasun Robot & Automation have also attracted widespread attention. CICC's main points are as follows: AI large model: Helping Siasun Robot & Automation achieve an intelligent "brain". The bank believes that AI large models, as the "brain" of Siasun Robot & Automation, play an important role in Siasun Robot & Automation's perception (including object detection, image segmentation, etc.) and decision-making (strategy learning, task planning, etc.). The bank believes that AI large models are relatively mature in the perception field, but there is still room for improvement in the decision-making field. In September, OpenAI released the o1 model, which the bank believes will help break through mathematical abilities through reinforcement learning and thinking chains, laying the foundation for complex multi-step reasoning abilities and improving the decision-making ability of Siasun Robot & Automation. Operating system: The pivot for scheduling the software and hardware resources of Siasun Robot & Automation. An operating system (OS) is the core basic software that manages and controls computer software and hardware resources, providing functions that connect hardware resources (computing power, storage) and support software applications. The bank believes that an operating system that can support humanoid Siasun Robot & Automation needs to have strong real-time, security, and stability characteristics. Currently, the popular operating system is the open-source ROS2. The bank has observed that there are also related manufacturers in China, such as iSoftStone Information Technology Tiantuo Siasun Robot & AutomationOS (developed based on Huawei Opnen Euler) and Zhejiang Supcon Technology Co., Ltd. Humanoid OS (deep accumulation of industrial control Sup OS operating system) etc. Simulation software: An important tool for accelerating the development of Siasun Robot & Automation. The design and manufacturing of Siasun Robot & Automation also rely on the participation of simulation software. Shanghai Suochen Information Technology's Siasun Robot & Automation division is committed to developing professional software and solutions for the Siasun Robot & Automation industry, covering the complete research and development process of parallel Siasun Robot & Automation (including humanoid Siasun Robot & Automation), from functional design, configuration synthesis, performance analysis to structural design optimization. In addition, the company is also exploring the application of generative AI in the field of humanoid Siasun Robot & Automation. Industrial Siasun Robot & Automation in vertical industries: Diversification in the industrial Siasun Robot & Automation sector. In various vertical industries, the bank has observed that many software companies have launched industrial Siasun Robot & Automation solutions for specific scenarios, such as Zhejiang Supcon Technology Co., Ltd. (process industry segmentation scenarios), Shanghai Baosight Software (Baoluo Siasun Robot & Automation applied to steel production, holding Tuling Siasun Robot & Automation), Nanjing Bestway Intelligent Control Technology (underground inspection Siasun Robot & Automation, auxiliary transport Siasun Robot & Automation), Nancal Technology (exploring scenario-based applications based on Huawei Pangu large models). Valuation and recommendations It is recommended to pay attention to the domestic CAE simulation leader Shanghai Suochen Information Technology (688507.SH), Huawei's ecosystem partner Nancal Technology (603859.SH), the process automation leader Zhejiang Supcon Technology Co., Ltd. (688777.SH), the steel information leader Shanghai Baosight Software (600845.SH), and the coal information leader Nanjing Bestway Intelligent Control Technology (301...).Shenzhen, ChinaRisk warning: Siasun Robot&Automation's implementation is slower than expected; increased industry competition risk; AI large model progress is below expectations.