XIDI Zhijia's commercial vehicle autonomous driving track has achieved commercial deployment in multiple ports and mining areas, supported by domestic demand for embodied intelligent infrastructure.
Paradigm Intelligent's industrial AI robots are closely integrated with factory digitalization, with strong downstream customer stickiness.
Dobot's collaborative robots have entered the medical and light industrial sectors and have reached the scale-up stage.
Black Sesame's automotive-grade AI chips are the core of local substitution for intelligent driving computing power. The autonomous driving narrative has regained attention this year as tech sentiment recovers post-ceasefire, but the timeline for the profitability inflection point still needs to be observed😪