According to the Huatai Securities Research Report, they are optimistic about implementing intelligence into the factory. From September 2 to 3, the 2026 Fall Strategy Meeting was organized. At the conference, discussions were held on how to implement physical intelligence into the factory. Huatai Securities discovered that as humanoid robots mature, the focus of industry competition is shifting from hardware to scenario development and ecological division of labor: 1. Processes that are difficult for robotic arms to complete, such as disorderly parts sorting and bin handling, have become core requirements, and the main body factory lacks manpower and resources to deliver one by one, and external developers are becoming a new part of the industrial chain. 2. On the data side, a breakthrough in non-intrusive brain-computer interfaces may change the source of intelligent data. 3. “Scenario intelligence” may be a more realistic path to break the triangle where industrial implementation is impossible. The value of operating systems, full-modal acquisition and data platforms, and base models that can be deployed across configurations is expected to be highlighted.

According to the Huatai Securities Research Report, they are optimistic about implementing intelligence into the factory. From September 2 to 3, the 2026 Fall Strategy Meeting was organized. At the conference, discussions were held on how to implement physical intelligence into the factory. Huatai Securities discovered that as humanoid robots mature, the focus of industry competition is shifting from hardware to scenario development and ecological division of labor: 1. Processes that are difficult for robotic arms to complete, such as disorderly parts sorting and bin handling, have become core requirements, and the main body factory lacks manpower and resources to deliver one by one, and external developers are becoming a new part of the industrial chain. 2. On the data side, a breakthrough in non-intrusive brain-computer interfaces may change the source of intelligent data. 3. “Scenario intelligence” may be a more realistic path to break the triangle where industrial implementation is impossible. The value of operating systems, full-modal acquisition and data platforms, and base models that can be deployed across configurations is expected to be highlighted.