第一财经

Yuanrong has taken the lead in establishing a physical AI basic research laboratory domestically, aiming to seize the competitive advantage in the next generation of intelligent industries.

原文:元戎国内率先成立物理AI基础研究实验室,抢占下一代智能产业竞争制高点

Summary of Key Points

Yuanrong has established the country's first Superfluid Lab, which specializes in the foundational capabilities of AI for the physical world. This marks a shift in China's AI industry from "application innovation" to independent research and development of fundamental technologies. The lab focuses on general-purpose physical models (such as the VLA visual-language-action fusion model) and adopts a "superfluid" approach to research, breaking down barriers between theory, engineering, and industry, and simultaneously innovating in both technology pathways and research methodologies. This not only fills a gap in domestic research on physical AI but also aligns with the national policy focus on building foundational AI capabilities, providing critical support for China to gain a competitive advantage in the next generation of intelligent industries and develop an autonomous and controllable physical AI technology system.

Detailed Explanation

1. Why was this lab established? —— The AI competition has reached the stage of competing on fundamental technologies

Previously, China's AI industry focused more on the "application layer," such as creating AI chatbots or functional modules for smart cars. However, these applications rely on underlying models, computing power, and data systems. Now, the global AI competition has shifted to the "fundamental technologies" of the physical world—enabling AI to understand real-world scenarios (for example, how robots should handle objects or how cars should navigate complex road conditions). This requires a comprehensive system from data collection to model iteration, rather than relying on a single model. If the underlying technology is compromised, even the most advanced applications will be unstable. Yuanrong's lab aims to address this gap by specifically researching the "fundamental framework" of AI for the physical world, preventing China from being constrained by others.

2. What does the lab research? —— Creating a "universal intelligent foundation" that can adapt to the real physical world

The core of the lab is to develop general-purpose physical models, which aim to make AI understand and respond to the real world like humans:

  • VLA fusion model: Enables AI to "see," "hear/speak," and "act"—for example, a robot can recognize a cup, understand instructions to pick it up, and perform the action accurately.
  • World model: Helps AI grasp physical laws—knowing that pushing a table will move or that water flows, without the need for trial and error.
  • Full-chain system: The lab doesn't just develop models; it also handles data collection (such as videos from real scenarios and sensor data), simulation verification (testing models in virtual environments), and real-world feedback (optimizing models based on actual results), creating a self-evolving system.

In other words, the lab is building a "brain foundation" for AI in the physical world, allowing robots and smart factories to flexibly handle various real scenarios.

3. The biggest innovation: The "superfluid" approach, breaking down barriers between research departments

Traditional corporate R&D departments often work independently—algorithm teams focus on theory, engineering teams on implementation, and industry teams on applications, leading to high communication costs and slow iteration. Yuanrong's lab adopts the concept of "superfluidity," which emphasizes an open and flat structure:

  • It facilitates information flow between algorithms, data, engineering, and industry, allowing algorithm teams direct access to real-world data and industry teams to participate in model design.
  • It removes short-term commercial pressures, focusing on long-term research—similar to organizations like OpenAI and Google DeepMind, which do not rush for quick profits but aim for the ultimate goals of universal intelligence.

This approach significantly improves research efficiency, enabling foundational research to be quickly applied in real industrial scenarios.

4. Alignment with national policy: From "single-point breakthroughs" to "systemic capability building"

The recent national initiative "Artificial Intelligence + Manufacturing" emphasizes the need to build high-quality datasets, industrial intelligent agents, and industry-wide models, rather than focusing on individual model breakthroughs. Yuanrong's lab aligns perfectly with this policy direction by developing not only models but also computing infrastructure, simulation platforms, and integrating with industrial applications, fully meeting the requirements for a holistic system capability.

5. The significance for China's AI industry: More than just a company initiative, it affects future competitiveness

  • Industry benchmark: As the first lab in China to focus on physical AI foundations, its approach and organizational model provide a reference for other tech companies (such as those developing robots and smart factories), showing them how to navigate the next generation of physical intelligence.
  • Strategic value: It helps build an autonomous and controllable physical AI technology system, allowing China to develop its own robots and smart cars without relying on foreign models.
  • Boosting high-quality development: Physical AI is a core component of new industrialization. The lab's research will enhance the role of AI in manufacturing, such as in smart factories and unmanned devices, strengthening the foundation for industrial intelligence.

In summary, the establishment of this lab represents an important step for China's AI industry to move from following others to leading the global competition in foundational AI technologies, securing a proactive position in this field.