According to CITIC Securities, the embodied models utilized by robots are transitioning from a hierarchical to an end-to-end architecture. In recent years, these models have witnessed substantial advancements in perception, planning control, and task success rates. However, to cater to the practical demands of industrial and household applications, further enhancements are imperative. Model capability stands as a pivotal competitive differentiator. In the forthcoming competition, manufacturers endowed with robust R&D capabilities, mastery over crucial scenarios, and access to high-quality data resources will hold a competitive edge. The competitive dynamics surrounding embodied models are anticipated to mirror those observed in previous large model competitions. It is advisable to focus on three primary types of enterprises: software and hardware infrastructure providers, data suppliers and physical AI enterprises, as well as enterprises specializing in vertical scenario robot applications.