Group 1 - The core point of the news is that Longqi Technology's stock has experienced a decline of 5.05%, with a current price of 48.72 CNY per share and a total market capitalization of 22.868 billion CNY [1] - Longqi Technology, established on October 27, 2004, specializes in the research, design, production, and comprehensive services of smart products, with its main revenue sources being smartphones (70.44%), AIoT products (16.68%), tablets (9.55%), and others (3.33%) [1] Group 2 - From the perspective of fund holdings, Zhongyou Fund has a significant position in Longqi Technology, with its fund "Zhongyou Information Industry Flexible Allocation Mixed A" (001227) reducing its holdings by 140,000 shares in the second quarter, now holding 470,000 shares, which represents 2.36% of the fund's net value [2] - The fund has reported a floating loss of approximately 1.2173 million CNY as of the current date [2] Group 3 - The fund manager of Zhongyou Information Industry Flexible Allocation Mixed A is Zhou Nan, who has been in the position for 10 years and 141 days, with the fund's total asset size at 808 million CNY [3] - During Zhou Nan's tenure, the best fund return was 55.56%, while the worst return was -8.6% [3]

Core Insights - ZhiYuan Robotics has signed a strategic cooperation agreement with Longqi Technology, a leading ODM in smart products, involving a multi-billion yuan order for the ZhiYuan Spirit G2 robot framework [1] - The collaboration will deploy nearly 1,000 robots, primarily focusing on the application of embodied intelligent robots in flat panel production lines [1] - The Spirit G2 will enhance operational efficiency in consumer electronics assembly by utilizing AI interaction and collaboration features in flexible grasping, multi-station coordination, and production line data linkage [1]

智通财经（www.thepaper.cn）记者注意到，龙旗科技也是智元机器人股东之一。在智元机器人今年3月 完成的由腾讯领投的B轮融资中，龙旗科技也是参与方之一。天眼查显示，龙旗科技目前持有智元机器 人0.7394%的股权。 今年下半年以来，国内具身智能机器人领域亿元级订单的落地节奏加快。 10月9日，智元机器人宣布与全球智能产品ODM头部企业上海龙旗科技股份有限公司（下称"龙旗科 技"，603341.SH）就工业场景的具身智能机器人应用开展深度战略合作，龙旗科技下达数亿元金额的智 元精灵G2机器人框架订单。 智元机器人称，此次合作共将部署近千台机器人，是目前国内工业具身智能机器人领域最大订单之一。 对于拿下此份大单，智元称G2"凭借其灵活复用，快速换型，规模化复制等柔性核心优势"。 据介绍，智元精灵G2前期重点应用于平板产线，实现具身智能机器人在消费电子组装制造场景批量落 地。精灵G2将在柔性抓取、多工位协同、产线数据联动等环节发挥强大的AI交互和协同功能，以高品 质，稳定的智造能力，推动产线运营效率跨越式提升。 从产业视角来看，双方认为此次合作不仅以近千台的订单印证了具身机器人的商业价值，更是率先破 题" ...

Core Insights - Zhiyuan Robotics has announced a strategic partnership with Longqi Technology, a global ODM for smart products, focusing on the application of embodied intelligent robots in industrial scenarios [1] - Longqi Technology has placed an order worth several hundred million yuan for the Zhiyuan Spirit G2 robot framework, marking one of the largest orders in the domestic industrial embodied intelligent robot sector [1] - The collaboration aims to deploy nearly a thousand robots, with Zhiyuan Robotics planning to leverage this partnership to enhance its "body + AI" technology for precision manufacturing sectors such as consumer electronics and automotive electronics [1] Company Developments - Zhiyuan Robotics' CEO, Deng Taihua, emphasized the importance of this partnership as a starting point for further technological iterations [1] - As of October 9, Longqi Technology's stock price was 52.4 yuan per share, reflecting a 9.14% increase, with a total market capitalization of approximately 24.6 billion yuan [1]

Core Insights - Zhiyuan Robotics has entered into a deep strategic partnership with ODM company Longqi Technology for the application of embodied intelligent robots in industrial scenarios [1] - Longqi Technology has placed orders worth several hundred million yuan for the Zhiyuan Spirit G2 robot framework, with plans to deploy nearly a thousand robots [1] - The initial focus of the Spirit G2 will be on the flat panel production line, facilitating the mass implementation of embodied intelligent robots in consumer electronics assembly manufacturing [1] Company Collaboration - The Spirit G2 will leverage strong AI interaction and collaboration capabilities in flexible grasping, multi-station coordination, and production line data linkage [1] - Longqi Technology plans to expand the use of Zhiyuan Robotics' solutions to cover more production lines and product categories in the future [1] - There will be broader cooperation between Longqi Technology and Zhiyuan Robotics in robot components supply and manufacturing outsourcing [1]

Core Insights - The collaboration between Zhiyuan Robotics and Longqi Technology marks a significant strategic partnership in the field of industrial embodied intelligent robots, with Longqi placing orders worth several hundred million yuan for the Zhiyuan Spirit G2 robot framework [1][2] - This partnership aims to deploy nearly a thousand robots, representing one of the largest orders in China's industrial embodied intelligent robot sector, addressing challenges such as inflexible production lines and capacity fluctuations [1][2] Group 1 - The Zhiyuan Spirit G2 will initially be applied in tablet production lines, enhancing operational efficiency through AI interaction and collaboration in flexible grasping, multi-station coordination, and production line data linkage [1] - The core advantages of the Zhiyuan Spirit G2, including flexible reuse, rapid reconfiguration, and scalable replication, were key factors in securing this large order [1][2] Group 2 - For Longqi Technology, this partnership is a crucial step in advancing its "AI + Manufacturing" strategy, aiming to improve automation rates and reduce line change costs through the flexible production capabilities of the robots [2] - Zhiyuan Robotics views this collaboration as a milestone in the large-scale commercial application of industrial manufacturing scenarios, providing comprehensive services from initial site layout research to ongoing technical maintenance and algorithm iteration [2]

Core Viewpoint - Longqi Technology has entered a significant strategic partnership with Zhiyuan Robotics, marking a major order in the domestic industrial embodied intelligent robot sector, with a framework order worth several hundred million yuan for the Zhiyuan Qiling G2 robot [2][4][6]. Group 1: Partnership Details - Longqi Technology announced a substantial order for the Zhiyuan Qiling G2 robot, which is part of a deep strategic cooperation with Zhiyuan Robotics focused on industrial applications [2][4]. - The partnership signifies Zhiyuan Robotics' first major collaboration with a leading consumer electronics ODM, indicating a breakthrough in the large-scale commercial application of industrial manufacturing scenarios [6][11]. - Longqi Technology plans to deploy nearly a thousand robots, primarily the Zhiyuan Qiling G2, in its production lines, enhancing automation and flexibility [6][11]. Group 2: Technological Advancements - The Zhiyuan Qiling G2 robot will be primarily utilized in the flat panel production line, showcasing its capabilities in flexible grasping, multi-station collaboration, and production line data interaction [7][11]. - The robot's flexible core advantages, such as rapid reconfiguration and scalable replication, address industry pain points related to inflexible production lines and capacity fluctuations [7][11]. - Zhiyuan Robotics aims to leverage this partnership to further develop "body + AI" technology iterations, providing replicable industrial solutions for precision manufacturing sectors like consumer electronics and automotive electronics [7][11]. Group 3: Strategic Implications for Longqi Technology - This collaboration is a key move in Longqi Technology's "AI + Manufacturing" strategy, aimed at enhancing production line automation and reducing changeover costs [11][12]. - Longqi Technology is a core player in the global consumer electronics ODM sector, focusing on integrating robotics and AI technology for smart factory upgrades [11][12]. - The company's product strategy, termed "1+2+X," includes a core focus on smart mobile phones, emerging businesses in personal computing and automotive electronics, and a diverse range of other smart products [11][12].

据悉，智元精灵G2前期重点应用于平板产线，实现具身智能机器人在消费电子组装制造场景批量落 地。与此同时，龙旗科技今日盘中持续上涨，截至发稿，涨6.98%，报51.35元/股。 10月9日，据"智元机器人"公众号消息，智元机器人与龙旗科技正式官宣，双方就工业场景的具身智能 机器人应用开展深度战略合作，龙旗科技下达数亿元金额的智元精灵G2机器人框架订单。此次合作共 将部署近千台机器人，是目前国内工业具身智能机器人领域最大订单之一。 ...

Core Insights - Zhiyuan Robotics has officially announced a deep strategic cooperation with Longqi Technology, a leading global ODM in smart products, focusing on the application of embodied intelligent robots in industrial scenarios [1] - Longqi Technology has placed a framework order worth several hundred million yuan for the Zhiyuan Spirit G2 robots, marking one of the largest orders in the domestic industrial embodied intelligent robot sector [1] Summary by Categories Partnership and Collaboration - The collaboration will deploy nearly a thousand robots, emphasizing the scale of the partnership [1] - Longqi Technology plans to introduce Zhiyuan Robotics to cover more production lines and categories in the future [1] Product Application - The Zhiyuan Spirit G2 will initially focus on applications in flat panel production lines, facilitating the mass deployment of embodied intelligent robots in consumer electronics assembly manufacturing [1] - The G2 will enhance AI interaction and collaboration in flexible grasping, multi-station coordination, and production line data linkage [1] Future Prospects - There are plans for broader cooperation between Longqi Technology and Zhiyuan Robotics in robot components supply and manufacturing outsourcing [1]

新浪科技讯 10月9日上午消息，智元机器人宣布与智能产品ODM头部企业龙旗科技达成深度战略合 作，龙旗科技将就工业场景的具身智能机器人应用下达数亿元金额的智元精灵G2机器人框架订单。 据悉，此次合作共将部署近千台机器人。智元精灵G2前期将重点应用于平板产线，实现具身智能机器 人在消费电子组装制造场景批量落地。精灵G2将在柔性抓取、多工位协同、产线数据联动等环节发挥 AI交互和协同功能，以高品质，稳定的智造能力，推动产线运营效率跨越式提升。（文猛） 责任编辑：杨赐 ...