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知行科技(01274.HK)联袂地瓜机器人,锚定千亿级具身智能控制器市场
Ge Long Hui·2025-07-24 09:59

Group 1 - The core viewpoint of the news is that Zhixing Technology (01274) has entered a strategic partnership with DiPingXian's Shenzhen Digua Robotics to develop the iRC100 robot controller based on the RDK S100P intelligent computing platform, marking a significant expansion into the field of embodied intelligence control systems [1][3]. - The iRC100 leverages Zhixing Technology's automotive-grade mass production experience and mature supply chain, integrating CPU, BPU, and MCU on a single SoC, which enhances real-time response and decision-making capabilities [3][4]. - The collaboration aims to provide a full-stack solution that includes hardware design, software, middleware, and AI model deployment, thus broadening customer reach for both companies [3][4]. Group 2 - The Chinese robotics market is projected to grow at an annual rate of 23%, potentially doubling in size within four years and capturing over 40% of the global market share [6][7]. - The iRC100 controller addresses critical technology pain points by replacing traditional multi-device architectures with a single SoC design, aligning with national policies promoting the development of intelligent robotics [7]. - The strategic focus on core components and the integration of automotive-grade verification systems into robotics is expected to enhance the adaptability and reliability of controllers while reducing costs, positioning Zhixing Technology as a key player in the "domestic substitution + technology export" narrative [7][9].