Institutions: The embodied intelligence hardware pathway has become clear

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 over 40 organizations, 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 evaluations of embodied intelligence can rely on established standards.

Huajin Securities believes that driven by a 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 technological origins with the automotive industry, it is recommended to focus on manufacturers that possess both brain and hardware iteration capabilities.

Galaxy Securities believes that compared to other new productive forces industries, the current pace and long-term potential of embodied intelligence have advantages, and the industry exhibits strong alpha attributes; at the same time, since the pathways have not yet converged, there are key recommended directions with significant differentiation or marginal variations in each segment.

Guotai Junan Securities believes that future focus will mainly concentrate on the application of embodied intelligence, 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 substitutes in related segments 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 escalating, showcasing the hard power of Chinese enterprises. 3) Hardware pathways are clear, and the core supply chain will benefit first. The hardware pathway for embodied intelligence has already become clear, and key supply chain segments are being nurtured, but the overall industry is still in the early stages of commercialization.