The research report released by CITIC Securities highlights that, with the proliferation of data collection facilities nationwide, China's embodied intelligence industry chain has devised a distinctive approach to tackle the data scarcity challenge in embodied intelligence. This approach involves leveraging real-world data to establish a long-term competitive edge in model training. During this process, the circulation of data elements not only furnishes downstream model developers with a steady stream of text corpora but also generates orders for upstream complete machine manufacturers operating in the "semi-commercialization" phase.

Notably, when juxtaposed with the high labor costs prevalent overseas, China exhibits a greater potential for large-scale domestic data collection. Consequently, data accumulation is poised to become a prized asset for the domestic embodied intelligence sector. CITIC Securities maintains a positive outlook on embodied intelligence models emerging as the focal point of industrial development. This perspective elevates the significance of data collection to unprecedented heights. The firm advises investors to focus on companies with the potential for horizontal integration across data elements, model training, and ontological configuration (Note: While "Ontology configuration" is translated as "ontological configuration" here, the precise translation may vary depending on the context. It could also be rendered as "body configuration" or a similar term, contingent upon the specific technical connotations.) links.