SIASUN(SZ:300024) Hua Er Jie Jian Wen·2025-08-21 08:12Core Insights - The commercialization path for embodied intelligence has been clearly outlined at the inaugural partner conference of Zhiyuan Robotics, emphasizing the importance of collaboration with various industry leaders [1][2] - Zhiyuan Robotics has achieved significant breakthroughs in autonomous mobility, extreme environment adaptability, reliability, and rapid task deployment, marking the beginning of its commercialization journey [1][2] - The company aims to focus on seven key application scenarios, including exhibition reception, entertainment performances, material handling, and scientific education, while also exploring international markets [1][4] Group 1: Strategic Partnerships - Zhiyuan Robotics has a clear and diverse logic for selecting partners, including forming joint ventures with leading companies like Fulian Precision Engineering to refine products in real environments [2][6] - Collaborations with technology service giants like Softcom Power leverage their extensive customer networks to expand into vertical markets such as government services [2][9] - Partnerships with technical experts like Lingxi Technology enhance Zhiyuan's capabilities in industrial vision, which is crucial for precise robotic operations [2][6] Group 2: Technological Breakthroughs - Key technological advancements include fully autonomous movement, adaptability to extreme conditions, reliability demonstrated through extensive testing, and ease of task deployment [8][14] - The company predicts that humanoid robots will soon surpass human speed in running, with aspirations for robots to serve as personal assistants in home care scenarios [2][18] Group 3: Commercialization Metrics - A clear metric for successful commercialization is achieving over 1,000 units operating in a single scenario while maintaining high daily activity rates, indicating maturity in technology, product, and customer demand [3][16] - The company is currently experiencing rapid growth, with expectations of delivering thousands of units this year [16] Group 4: International Expansion - Zhiyuan Robotics is focusing on international expansion through partnerships in North America, Southeast Asia, Japan, and the Middle East, with initial progress noted in Malaysia [1][4] - The company is leveraging educational collaborations as a gateway to enter the North American market [4] Group 5: Industry Challenges - The company disagrees with the notion that hardware is not a bottleneck, emphasizing the need for hardware improvements in areas such as tactile feedback, joint performance, and safety [2][14] - The ROI for industrial applications is targeted to be within three years, contingent on optimizing operational efficiency and reducing costs [14][15]