Embodied intelligent robots are hot! The leading company has hit the daily limit of 20CM for two consecutive days. List of listed companies benefiting from it

On the news, NVIDIA founder and CEO Huang Jensen gave a speech at the ITF World 2023 Semiconductor Conference. The next wave of artificial intelligence will be a new type of artificial intelligence called embodied AI. On the same day, at Tesla’s May shareholder meeting, CEO Musk said that humanoid robots will be Tesla’s main source of long-term value in the future. It speculates that the demand for the humanoid robot Optimus will reach 10 billion units, far exceeding the demand for automobiles, and may be in the tens of billions of dollars. From the perspective of end use, Tesla humanoid robots and embodied intelligent robots are almost equal. It is worth mentioning that the policy side has also begun to focus on embodied artificial intelligence. "Beijing's Several Measures to Promote the Innovative Development of General Artificial Intelligence (2023-2025) (Draft for Comments)" was recently released, proposing to

promote the research and application of embodied intelligent systems,

break through the use of robots in open environments and ubiquitous Perception, cognition, and decision-making technology under complex conditions such as personalized scenarios and continuous tasks. Pacific Securities Cui Wenjuan and others believe in a research report on May 14 that although the current intelligent AI system of humanoid robots is not mature enough,

the current emergence of ChatGPT has demonstrated that generative AI has strong ability to understand and generate dialogue

, combined with OpenAI’s investment in the humanoid robot track and the entry of giants such as Tesla, is optimistic about the faster commercialization of humanoid robots in the future. Song Jiaji and others from Guosheng Securities stated in a research report on May 19 that

embodied intelligence, relying on the characteristics of physical feedback and physical output, will be another phenomenal AI application after AIGC

. According to a research report by Zheshang Securities Wang Huajun and others on May 18, embodied intelligence is the product of cross-fertilization of multiple disciplines, as shown in:

Robotics

Provides a mechanical body and basic movements for embodied intelligence Control; The neural network in deep learning is the main tool in embodied intelligence; Reinforcement learning is one of the main learning methods for embodied intelligent robots; Machine Vision Provides embodied intelligence with the ability to process visual signals; Computer Graphics The physical simulation environment developed provides a substitute for the real physical world for embodied intelligence; Natural Language provides embodied intelligence with It brings the possibility of communicating with humans and learning from natural texts; Cognitive Science further helps embodied intelligence understand humans and build cognition and value. In terms of market size, Wang Huajun and others said that the market space for humanoid robots is huge, and

Neutral estimates that the global market size will CAGR about 71% from 2021 to 2030

. In terms of the industrial chain, Ping An Securities believes that

"parts first"

, the upstream core parts and components links are an important guarantee for the implementation of the humanoid robot industry, and are expected to be the first to benefit from the development of the humanoid robot industry. At present, in the machinery industry, the servo system and reducer link benefit from the strong certainty of the humanoid robot track.

In fact, according to the definition of "embodied AI", American technology giants have already begun to make plans. For example, Tesla's

humanoid robot Optimus and Boston Dynamics' Atlas and Spot have the ability to approach embodied intelligence.

They can simulate human or animal behaviors and actions through the robot's body, making them more realistic Interact with humans. On the algorithm side, Tesla’s Dojo AI supercomputer project is used to accelerate training and inference of embodied intelligence models. It is worth mentioning that in the AIGC era, the emergence of large models such as

GPT has helped improve the perception capabilities of humanoid robots

and accelerated industrialization. Huang Renxun simultaneously introduced Nvidia's multi-modal embodied intelligence system Nvidia VIMA at the conference, which can perform complex tasks, acquire concepts, understand boundaries, and even simulate under the guidance of visual text prompts physics. In addition,

Google and Microsoft

took the lead in trying to inject soul into robots with large models. In a recent study, the Microsoft team explored how to extend ChatGPT developed by OpenA into the field of robotics, allowing humans to intuitively control multiple platforms such as robotic arms, drones, and home assistance robots using language. The researchers demonstrated multiple examples of ChatGPT solving robotic challenges, as well as complex robot deployments in the operational, aerial, and navigation domains. Google and the Technical University of Berlin team released PaLM-E on March 8, which is a multi-modal embodied visual language model and the largest "generalist" AI model in history. It can not only It can understand images, understand and generate language, can execute various complex robot instructions without retraining, and shows good transfer capabilities.

Cui Wenjuan and others said that embodied intelligence has ushered in the PALM-E era and is expected to improve the level of robot intelligence. In view of the application prospects shown by PaLM-E, related technologies are expected to be implemented in more scenarios such as industrial robots and home automation in the future.

In terms of listed companies, Cui Wenjuan and others recommend reducers 中大德, etc.; industrial robots TOPSTAR, etc.; service robotsCobos, Stone Technology, Jiu No. Company etc.

According to incomplete statistics from the Financial Associated Press, A-share listed companies involving embodied intelligent robots include Yi Jiahe, Eston, Robot, New Star, Inovance Technology, Lingyunguang, Green Harmonic, Shuanghuan Transmission, Tianzhun Technology and Fengli Intelligent, etc. The details are as follows:

It is worth noting that Nie Zaiqing, Professor Guoqiang of Tsinghua University and chief researcher of the Intelligent Industry Research Institute, said that because embodied AI needs to collect a large amount of data from the real world during the process of interacting and operating with humans, it is used in models Training and improvement, therefore from the perspective of protecting data privacy security, it undoubtedly poses a greater challenge.

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