According to Huatai Securities, autonomous robots, equipped with advanced vision systems and welding software, have the capability to locate workpieces and welds independently and plan welding paths autonomously. Currently, this technology has seen widespread adoption in steel structural fillet weld applications, and it is anticipated to surmount challenges like multi-pass welding on thick plates in the near future. In the realm of shipbuilding, these robots are initially being utilized in small-group assembly structural components, while embodied intelligence is being explored to tackle medium- and large-group assembly scenarios. With the rapid advancement of machine vision, artificial intelligence, and other cutting-edge technologies, the proliferation of autonomous welding technology is poised to accelerate, thereby bestowing significant benefits upon industry chain companies. It is advisable to keep a close eye on manufacturers that possess full-stack independent research and development capabilities, as well as those implementing embodied intelligence strategies.