量化派 (02685.HK) 2026智通财经夏季路演大会
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会议摘要
A Hong Kong-listed AI company focusing on smart hardware, robotics services and vertical industry transformation, aiming to build a common model of the physical world. Through the growth of e-commerce, AI hardware and robot services, especially in the unmanned solution of restaurant scene, it is planned to cover 200 restaurants in two years. The company emphasizes the co-construction of intelligent body ecology with partners, optimize the technology base, promote the construction of the physical world model, the goal of becoming the B- side scene service leader, the medium-term to become the physical world model leader, the long-term vision is to make intelligent technology spread to thousands of households.
会议速览
The trend of expanding AI technology to the physical world is discussed, including opportunities for intelligent hardware and vertical industry applications, emphasizing the importance of building a large model of the physical world through data precipitation and scene construction, and the importance of full-stack closed-loop teams in AI brain construction.
This paper discusses the role of AI in the transformation of traditional industries, emphasizes the importance of top-down driving change, and the strategy of reducing costs and increasing efficiency by building a new system instead of the old system. At the same time, it proposes to embed its own business module into the partner system to help upgrade its business model.
This paper discusses the strategy of embedding technology into vertical industries and life scenarios by building intelligent solutions, including e-commerce, AI-side hardware and robot applications, aiming to solve consumer problems and build a business closed loop, emphasizing the importance of restaurant scenarios as an extension of the home environment and the business model of collecting data through hardware portals to provide services.
Through technology accumulation and scene drive, the formation of data reflux closed loop, the construction of intelligent body, the goal to become the B- side scene service leader, the medium-term transformation into the world model economic and trade company, the long-term vision is the popularization of intelligent technology to thousands of households. It is planned to open up various scenarios by 2026, achieve coverage of 200 restaurants, solve supply chain and mass production problems, and jointly promote technology research and development and application with partners.
Discussed the advantages of startups and Internet giants in AI hardware data integration. By focusing on AI brains rather than hardware ontologies, startups can quickly enter the market in vertical applications. At the same time, startups can effectively collect and utilize user data from real-world scenarios to train more accurate AI models and address the lack of functionality of existing smart hardware.
The dialogue discussed the digital transformation strategies of listed companies and start-ups to use data collection to optimize fitness catering scenarios. Through in-depth cooperation with local companies, listed companies focus on data collection and commodity service integration, especially in the restaurant scene, using existing automation technology to solve complex interaction problems, so as to promote the digital process.
The application of robots in the catering industry is discussed, and the importance of standardization and food safety is emphasized. It is pointed out that robots can solve the human cost and standardization problems in the catering industry, especially in the standardization of Chinese food. Mention the innovation of robot learning methods and the future development potential in the global catering market.
要点回答
Q:In today's presentation, what do you see as the main opportunities for future AI development and how does your company position itself to seize these opportunities?
A:We believe that the big opportunity for future AI development lies in the gradual penetration of AI capabilities into the physical world and the acquisition of physical form, which allows AI to penetrate into daily life to perform various tasks, not only with robots, but also with all kinds of intelligent hardware. In addition, the intelligent body into the vertical industry transformation, can significantly improve efficiency. Our company is positioned as an intelligent species platform company, committed to AI hardware, robot services and traditional industry depth transformation and other ways, continue to accumulate data and scene experience, to build a common physical world model. At the same time, we build the world model (Word Action Model) in the center, build the data flywheel through real-world scenarios such as industry scenarios, robot scenarios and AI hardware scenarios, and have a full-stack closed-loop team to achieve these goals.
Q:How do you differentiate your position in the face of the market and competitors?
A:We are more like Fake in terms of differentiated positioning, because Fake is not only a AI assistant company, but also focuses on artificial intelligence applications in vertical fields. Our team has diverse backgrounds and strong complementarities, including top AI scientists and industry elites with practical experience. At present, we have a layout in the e-commerce business, and plan to transform it into a more B- side output logic to help traditional enterprises solve practical problems in the process of digital transformation.
Q:How do you deal with the challenges faced by traditional enterprises in digital transformation?
A:Traditional enterprises will face the problem that the No. 1 leadership does not understand the technology or cannot effectively promote the transformation, and the fundamental problem is difficult to reach in the process of bottom-up transformation. In response, our approach is to drive change from the top, break down hierarchical barriers, and achieve true AI-driven organizational change by integrating existing resources, such as rebuilding systems and replacing old systems and technical maintainers.
Q:How do you operate when making business changes in traditional industries?
A:When we work with partners, we will embed the new system directly into their system, and gradually embed the entire business module into different partners. In this way, the partners have a new source of income at the same time, the original human system is no longer needed, thereby achieving cost reduction.
Q:How will your business model change after this change?
A:After the transformation, most of our revenue will come from the purchase of tokens in the market and value-added and service output. We provide partners with a unified embedded system and corresponding charging model, so that the company's model becomes lighter.
Q:What is your logic in the field of AI side hardware?
A:In the field of AI-side hardware, our ultimate goal is to solve consumer needs by providing intelligences to meet the needs. For example, a smart body solution is built in a restaurant scenario and co-built with partners, and then output to a smarter solution for the restaurant.
Q:How do you form a business closed loop with end-side hardware?
A:The end-side hardware obtains user data and provides intelligent services. The hardware is only the entrance, and more later services are used to meet user needs. By occupying the entrance of the home (such as a robot), the application scenario of the home can be extended to form a commercial closed loop.
Q:In the process of running the business model forward, how do you use data?
A:Accumulate data in the process of running the business model, which will become the basis for building large models or large models of the physical world in the future, forming a positive closed loop through technology accumulation, scenario-driven, model updates and real data reflux.
Q:What are your plans for applications in unmanned restaurants and other industries?
A:We plan to achieve a completely unmanned unmanned restaurant in the next one or two months, and launch a takeaway service. At the same time, the use of restaurant cloud skills and language ability to promote to other industries such as 4S stores, cinemas, and even cross-industry applications to the medical industry.
Q:What are your plans for future development milestones?
A:We hope to open up various scenes by 2026 and start the unmanned restaurant and offline display store projects. By the second phase, it is expected to cover 200 restaurants and work with 200 ecological partners to achieve more goals until 2018.
Q:In terms of technology research and development, how do you deal with supply chain and mass production issues?
A:We will continue to deal with these problems, work with partners in the industry to solve supply chain and mass production problems, and promote technology research and development through our own R & D team and partners, positioning ourselves as a financial technology company in the physical world.
Q:What exactly do you mean by the technology base you mentioned?
A:Technology base refers to the data model and intelligent body that we are building, which is neither completely virtual generation nor based on real data. It is an economic entity that combines practical application scenarios, through data collection and intelligent output, and aims to serve the B- side scenario, become the world model in the medium term, and eventually enter thousands of households.
Q:In the field of AI hardware and robotics, what do you think are the advantages of start-ups over Internet companies?
A:Startups have an advantage in data integration, and most startups obtain data mainly through ontology output, making it difficult to integrate resources across companies. And we can be more flexible in vertical scenes and applications, and the speed is relatively fast. In addition, because the AI hardware and robotics fields are not completely monopolized, and user needs are diverse, startups have the opportunity to make breakthroughs in specific fields and products.
Q:What is the development path of start-up companies in the field of AI hardware?
A:Our development path is to start with smaller areas such as AI images or toys, collect user data for training models, and then gradually expand the application scenarios. Compared with traditional hardware manufacturers, start-up companies have more advantages in providing products combining software and hardware and follow-up commodity services, can better solve the actual needs of users, and combine goods and services through the platform.
Q:When developing AI hardware products, how to conduct data collection and training? Why choose the restaurant as an important scene of digital transformation?
A:We plan to collect large amounts of data in specific scenarios such as restaurants through cooperation, and set up special training venues for deep learning training. Explore how to solve the remaining problems in a semi-automated environment and achieve truly digital solutions with local companies in deep collaboration. The restaurant scene has the characteristics of low standardization and prominent food safety problems, which are suitable for robots to solve. Moreover, with the development of the chain catering industry, the quality of chefs and service personnel is difficult to maintain consistency, and the cost of robots is relatively low, which can achieve significant economic benefits in the unit economic model. At the same time, western food has a high degree of standardization, which is also suitable for digital transformation in a similar way.
Q:What is the specific case of using robots in the restaurant scene?
A:So far we have a video that shows a two-armed robot cooking in a restaurant environment. By adding agents, robots can imitate human learning, adjust their actions to the actual situation, and even improve their mistakes by trying and learning.

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