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WAIC 对话|聆动通用CEO季超:2026年具身智能头部企业订单金额将达10亿元级
Bei Jing Shang Bao·2025-07-28 08:29

Core Insights - The article discusses the emergence of embodied intelligence technology, highlighting the first public demonstration of products by Lingdong General, a subsidiary of iFlytek, at the World Artificial Intelligence Conference (WAIC) 2025 [1][4][8] - The industry is transitioning from conceptualization to practical application, with significant orders being reported, indicating a growing commercial interest [4][10] Company Overview - Lingdong General was established at the end of 2024 and focuses on upgrading product intelligence in the manufacturing sector, aiming to create robots that can understand, speak, and think [8][9] - The company showcased two robots at WAIC: an integrated training and pushing machine for data collection and a smart voice backpack that enhances interaction capabilities for humanoid robots [6][7] Market Dynamics - The embodied intelligence sector is expected to see substantial growth, with predictions of 10 billion yuan-level orders by 2026, marking the industry's first year of significant application [4][13] - Recent orders in the sector are categorized into exploratory orders from large companies and government-funded training facilities aimed at building necessary data for intelligent systems [11][12] Financial Projections - Lingdong General has achieved considerable orders within its first six months, surpassing initial conservative KPIs set at the beginning of the year [14] - The company anticipates a doubling of revenue by 2026, aligning with the expected maturation of the embodied intelligence market [13]