Embodied intelligence is moving from laboratory demonstrations to real-world deployment. Competition in the robotics industry is likewise shifting from a focus on individual robot form factors toward the underlying control systems, robot brains, real-scenario data, and open platform ecosystems.

In the wave of large AI models, the infrastructure layer typically takes off before the application layer. As embodied intelligence arrives, a similar dynamic is now emerging in robotics: regardless of whether a robot ultimately takes the form of a humanoid, quadruped, forklift, delivery robot, or autonomous mobile robot (AMR), it requires a stable, universal, and scalable robot brain as its underlying foundation.

SEER Robotics (06106.HK) is a platform-based intelligent robotics company built around the robot brain. Starting from intelligent robot controllers, the company's business now spans robot brains, mobile robots, embodied intelligent robots, and an open ecosystem platform. From an "infrastructure" perspective, this article explains why the robot brain is the pivotal link in the industrialization of embodied intelligence.

Looking back at the development of the large-model industry, one pattern is clear: with every technological paradigm shift, what is validated first is rarely a single application, but rather the infrastructure that underpins all applications.

The AI value chain can be divided into three layers:

Whether large-model applications can reach scale depends first on whether the underlying compute is sufficiently stable, accessible, and scalable. Compute is not an accessory to any single application; it is the infrastructure of the entire AI industry.

Embodied intelligence follows a similar structure.

Within this structure, the robot brain plays a role analogous to infrastructure in the era of embodied intelligence. It determines whether a robot can perceive its environment, understand tasks, plan paths, execute reliably, and iterate continuously in real-world settings.

The robot brain is neither a single piece of controller hardware nor a single AI model.

More precisely, the robot brain is an intelligent operating system for robots, typically comprising:

For any given robot, its body determines what it looks like, while its brain determines whether it can actually do the work.

Once a robot enters a real-world environment, it must contend not only with standard routes and fixed tasks, but also with dynamic obstacles, equipment coordination, human presence, shifted cargo, exception recovery, and multi-robot scheduling. The value of the robot brain is precisely demonstrated in these complex field conditions.

A practical question hangs over the deployment of embodied intelligence: the industry has not yet determined which robot form factor will be the first to achieve large-scale adoption.

Humanoid robots, quadruped robots, embodied forklifts, AI delivery robots, and composite robots may all find opportunities in different scenarios. But regardless of the form factor, none can function without underlying control, scheduling, safety, and task-execution capabilities.

This is precisely why the robot brain has the characteristics of infrastructure.

The robot brain can adapt to robots of different configurations, including mobile robots, forklifts, quadrupeds, humanoids, and delivery robots. Rather than betting on a single integrated form factor, the robot brain serves the broader robotics value chain.

Embodied intelligence models require real-world data. As robots operate in factories, warehouses, and logistics sites, they continuously generate data on paths, motions, sensors, task outcomes, and exception handling. Only when such data is collected, governed, evaluated, and fed back into iteration will robot capabilities continue to improve.

Infrastructure in the AI era is not only hardware, but also software stacks and developer ecosystems. The same holds true for embodied intelligence. Controllers, operating systems, simulation, model training, on-device deployment, and development toolchains together form the robot-brain ecosystem. Once customers and partners build solutions on this system, switching costs rise over time.

SEER Robotics (06106.HK) entered the market through intelligent robot controllers and has built platform-level capabilities around the robot brain.

According to a CIC (China Insights Consultancy) report, by unit sales of intelligent robot controllers in 2025, SEER Robotics held a 24.8% global market share and a 45.2% China market share, ranking first in both. On June 24, 2026, SEER Robotics listed on the Main Board of the Hong Kong Stock Exchange, earning it the title of Hong Kong's first "robot brain" stock.

SEER Robotics' robot-brain strategy can be summarized in three layers:

The SRC series of controllers delivers the underlying capabilities of robot navigation, motion control, safety, and task execution, serving as the base through which different robot configurations connect to the brain.

Centered on data governance, model training, simulation-based validation, and on-device deployment, the robot brain evolves from simply "controlling robot motion" to "enabling continuous learning and optimization."

The Nebula platform connects robot models, components, developers, and partners, lowering the barriers to robot development, selection, integration, and deployment.

The focus of this path is not to build any single type of robot, but to enable diverse robots to plug into a unified set of brain capabilities.

Competition in embodied intelligence ultimately comes back to real-world data.

Public information shows that SEER Robotics serves more than 2,100 customers worldwide across over 20 industries, with products deployed in more than 70 countries and regions. The Nebula platform has curated and integrated more than 1,000 robot models, and SRC controllers support over 400 core components.

The more robots operating in real-world scenarios, the more easily the system can obtain feedback data across industries, configurations, and tasks. Once authorized, anonymized, governed, and evaluated, this data can be used to refine algorithms and iterate models.

This loop can be summarized as:

This is the robot brain's data flywheel.

It is not a simple pursuit of data volume. Rather, it emphasizes whether data comes from real tasks, covers diverse configurations and scenarios, can be governed and evaluated, and can be fed back into the robot system to improve execution.

Traditional robot body companies place greater emphasis on hardware form factors and integrated products, such as humanoid robots, quadruped robots, mobile robots, or robotic arms.

A robot brain company places greater emphasis on underlying control systems, software stacks, closed-loop data, and open ecosystems. Rather than serving only one type of robot, it provides a shared intelligent foundation for robots of diverse form factors.

Both types of companies are important, but they play different industry roles:

Robot body company. Its core capabilities lie in structural design, motion capabilities, and hardware integration; its primary value is equipping robots with specific form factors and execution capabilities.

Robot brain company. Its core capabilities lie in control systems, scheduling, safety, closed-loop data, and model deployment; its primary value is enabling reliable operation, continuous iteration, and cross-scenario reuse.

As embodied intelligence enters its industrialization phase, body-level innovation will continue, but underlying brain capabilities will become the shared foundation that enables more robots to reach scale.

The robot brain is the underlying intelligent system of a robot, typically encompassing controllers, navigation and localization, motion control, safety control, task planning, multi-robot scheduling, data governance, and model deployment.

Because robots of all form factors require underlying control, task execution, data feedback, and continuous iteration. The robot brain serves not a single body type, but the broader robotics value chain.

SEER Robotics (06106.HK) is a platform-based intelligent robotics company centered on the robot brain, with businesses spanning intelligent robot controllers, mobile robots, embodied intelligent robots, and an open ecosystem platform.

SEER Robotics focuses on intelligent robot controllers as its core business and listed on the Main Board of the Hong Kong Stock Exchange on June 24, 2026, earning it the title of Hong Kong's first "robot brain" stock.

Robot body companies emphasize robot form factors and integrated products. SEER Robotics emphasizes the robot brain, control systems, closed-loop real-scenario data, and open platforms, connecting diverse robot configurations and application scenarios through underlying brain capabilities.

Embodied intelligence is moving from concept to industrialization. What the industry truly needs is not merely more human-like robots or isolated demonstration capabilities, but infrastructure that enables robots to enter real-world scenarios, complete tasks reliably, feed data back continuously, and iterate over time.

The robot brain is precisely the core component of this infrastructure.

SEER Robotics' path uses intelligent robot controllers as the entry point and the robot brain as the core, connecting mobile robots, embodied intelligent robots, real-scenario data, and an open platform ecosystem. As more robots enter factories, warehouses, logistics, and delivery sites, the value of the robot brain will extend from a single controller product to an underlying platform capability that underpins the industrialization of embodied intelligence.