Haitong: Huawei Smart Center for Intelligent Vision officially launches operations, OPENAI Intelligence Agent to be released in January next year.

Haitong released a research report stating that the industry of embodied intelligence and humanoid Siasun Robot & Automation is entering a golden period of development, with policy support and technological breakthroughs driving rapid market expansion. Technology giants such as Huawei and Xiaopeng are actively deploying embodied intelligence and Siasun Robot & Automation technology, leading to deepening industry applications. Meanwhile, OpenAI plans to launch intelligent agents with computer control capabilities, laying the foundation for further applications of embodied intelligence. It is recommended to pay attention to core technology companies in the industry chain of embodied intelligence and humanoid Siasun Robot & Automation, especially leading companies with strong R&D capabilities and the ability to implement scenarios. Event: On November 15, 2024, a conference on artificial intelligence application innovation achievements will be held in Shenzhen Qianhai and Baoan. At that time, Huawei (Shenzhen) Global Embodied Intelligence Industry Innovation Center will start operations; several leading technology companies have already made deployments in the field of embodied intelligence and humanoid Siasun Robot & Automation industry; Xiaopeng AI Siasun Robot & Automation Iron has been launched and put into use in factories; OpenAI plans to release intelligent agents capable of controlling computers and performing tasks independently in January of next year. Key points from Haitong's report are as follows: Huawei has been laying out embodied intelligence for a long time and researching the technology from four angles On September 19, Huawei officially launched the Embodied Intelligence Industry Innovation Center in collaboration with Qianhai Management Bureau of Shenzhen and Baoan District People's Government. Huawei will empower embodied intelligence technology, collaborating with companies to create popular products that solve practical problems, with the participation of several listed companies. In terms of technology, Huawei is advancing the deep application of embodied intelligence in various scenarios through four research directions. 1) Embodied world reconstruction: Huawei is committed to exploring low-cost, high-quality methods of world reconstruction for embodied intelligence scenarios. 2) Embodied data synthesis: Huawei is researching 3D simulation scene generation empowered by large models, with application directions including public services, factories, etc., providing reasonable tasks and highly realistic sensor data for embodied intelligence skill learning. 3) Intelligent agent self-learning platform: Building infrastructure that supports large-scale heterogeneous synchronous simulation and training of Siasun Robot & Automation, through this platform, Huawei can shorten the skill training cycle, enhance generalization, and reduce data collection costs. 4) Embodied perception and decision-making: Based on intelligent agents empowered by multi-modal large models, Huawei is researching end-to-end autonomous exploration and self-learning. Policy support for humanoid Siasun Robot & Automation development, with hundreds of tech companies at home and abroad entering the market In November 2023, the Ministry of Industry and Information Technology issued the "Guiding Opinions on Innovation and Development of Humanoid Siasun Robot & Automation", which stated that by 2025, the innovation system of humanoid Siasun Robot & Automation will be initially established, and breakthroughs will be made in a number of key technologies such as "brain, cerebellum, limbs"; by 2027, the innovation capabilities of humanoid Siasun Robot & Automation technology will be significantly improved, forming a safe and reliable industrial supply chain system, constructing an internationally competitive industrial ecosystem, and achieving comprehensive strength at a world-class level. Currently, "embodied intelligence" and humanoid Siasun Robot & Automation industry have attracted high attention from technology companies. Hundreds of tech companies such as Huawei, Xiaomi, Tencent, Baidu, Netease, Meituan, iFlytek, UBTECH ROBOTICS, Yushu, Galaxy General, Stardust Intelligence have entered the market. Internationally, at Tesla's third-quarter earnings call, Musk emphasized that Optimus will become Tesla's most valuable product. Xiaopeng AI Siasun Robot & Automation Iron is launched and already in use in factories On November 6, 2024, Xiaopeng AI Siasun Robot & Automation Iron was officially launched. Xiaopeng Iron adopts a humanoid structure design, with a height of 178cm, weight of 70kg, and 62 active degrees of freedom; the "brain" uses Turing AI chip, able to think and remember like a human, while also allowing autonomous movement of hands and feet, with hands also using 1:1 human hand size and having 15 double-handed degrees of freedom. In addition, Xiaopeng AI Siasun Robot & Automation is derived from the intelligent driving system, using the eagle-eye vision system on AI cars to have a 720 panoramic view of the world, and also using end-to-end large models and reinforcement learning algorithms, allowing Siasun Robot & Automation to walk with driving-like abilities. According to He Xiaopeng, Xiaopeng AI Siasun Robot & Automation Iron has been "working" on some positions in the factory. OpenAI's first AI agent product will be released in January next year On November 14, OpenAI is preparing to launch an AI agent called "Operator", which will be able to control computers and automatically perform tasks such as coding and booking, and will be accessible through API in January 2025. This will mark a significant step in the development of AI agents designed for everyday user needs. The industry believes that intelligent agents are the "brain" of embodied intelligence, and their breakthrough is an important foundation for driving industry development. Risk Alert: Humanoid Siasun Robot & Automation development may fall short of expectations; AI technology development may fall short of expectations; downstream demand for humanoid Siasun Robot & Automation may be insufficient.