国君机械|智元发布首个通用具身基座大模型GO-1

Investment Rating - The report suggests focusing on domestic robot manufacturers and component companies, including complete machine manufacturers, actuators and motors, reducers, sensors, and screw components [3]. Core Insights - The launch of the GO-1 model marks a significant advancement in embodied intelligence, enabling generalization across various environments and tasks, and supporting deployment on different robotic platforms [3]. - The GO-1 model utilizes the Vision-Language-Latent-Action (ViLLA) architecture, which combines multimodal large models and mixture of experts to enhance action understanding and execution capabilities [2]. - The GO-1 model has demonstrated a 32% increase in average success rate, improving from 46% to 78% compared to existing optimal models [2]. Summary by Sections - Introduction: The report introduces the Genie Operator-1 model, which accelerates the popularization of embodied intelligence and highlights investment opportunities within the Zhiyuan industry chain [1]. - Model Architecture: The ViLLA architecture is designed to effectively utilize high-quality datasets and enhance the generalization ability of strategies, with components working collaboratively to improve performance [2]. - Applications and Impact: The GO-1 model is expected to play a significant role in various sectors, including commercial, industrial, and domestic applications, leading towards a more universal intelligent future [3].