As the saying goes: If you know three days early, you can be rich and enemy. This is cognition, but the vast majority of people in the market are paying for cognition.
Since we can't be the prophet of the market, can we be a follower who understands logic and keep up with the big guys who are ahead of their cognition? I think it's totally possible.
The "small actions" behind the big guys
Recently, Xiao Ma Ge emphasized at the shareholders' meeting: "At first, everyone thought that AI was an opportunity that the Internet would not encounter in ten years, but now the cognition of AI has risen to a century-old development opportunity, which can be compared to the power industry revolution." ”
In addition, there are all kinds of bigwigs are busy laying out the embodied intelligence track, Meituan is secretly developing large models, NVIDIA CEO Huang Jenxun threatened: the next wave of artificial intelligence will be embodied intelligence.
It can be seen that the future prospects of embodied intelligence are very good, and it depends on who can take off the top card.
What is a physical avatar?
Embodied intelligence is the product of a higher dimension of humanoid robots, which add the brain of AI to the body. It can perceive and learn the physical world in the first person, and has the ability to understand and perceive things like humans, and finally exhibit the way humans expect to behave.
The biggest difference between embodied intelligence and traditional artificial intelligence is that embodied intelligence is no longer passively waiting for data feeding. It will undoubtedly be more applicable than artificial intelligence.
Embodied intelligence is optimistic about logic
First, the news is good, and the recent relevant documents issued by Beijing to promote the innovation and development of artificial intelligence have mentioned that new paths and application scenarios of general artificial intelligence such as embodied intelligence, general intelligence and brain-like intelligence will be explored.
Second, it is expected to become the ultimate carrier of AI, the core of which lies in the perception layer and the cognitive layer, which can interact and perceive in the environment like a human and learn independently.
Third, emerging fields, large market demand. The pattern of the robot industry may usher in great changes, and the demand for long-term embodied intelligent robots is much higher than the current demand for industrial robots.
Understanding the logic, in order to move forward more determinedly, the editor also specially selected 5 companies, especially the last one to take a look together.
The first Fengli Intelligence
The company's main business is engaged in small module gears, gearboxes and related precision mechanical parts and other product research and development, the company for intelligent robots to provide precision reducers and parts, national specialized and special new "little giant", small module gear sales output value in the domestic first, supply Bosch Group and other enterprises.
The second company Youde Precision
The company's main business is mold parts, involving semiconductor computer mold parts and automation equipment parts, etc., and the gear and pinion, reducer and other products operated by German intelligent management of the holding subsidiary are the key components of transmission in automation equipment.
The third family is Zhongdaide
The company entered the reducer and gearmotor industry earlier, mainly engaged in the research and development of key components in the field of mechanical transmission and control applications, the company's RV reducer, harmonic reducer can be applied to six-axis robots, collaborative robots, mainly used in the joint parts of industrial robots.
The fourth company Jintuo shares
The company's industrial automation and robot parts revenue is 75.4342 million yuan, 79.1839 million yuan and 97.8921 million yuan respectively.
The fifth is also the most optimistic one
1. National key support projects, won many national awards, the company has many themes, and can pull angles;
2. The company is one of the leading industrial intelligent solution providers in China, accounting for a high proportion of revenue in the field of intelligent robots;
3. The company's valuation is lower than that of the same industry, and the gross profit margin and net profit margin are very considerable.
4. The main force is optimistic, a large number of main funds are pouring in, and it has not been vigorously pulled up, and it is expected to accelerate, with an expected return of more than 80%.