Core Viewpoint - The signing of a global order for 10,000 humanoid robots marks a significant milestone in the humanoid robot industry, indicating a shift towards practical applications of embodied intelligence robots in real-world scenarios [1] Company Role and Advantages - The company is the final delivery party for the 10,000 robot order, focusing on the application of humanoid robots in family care scenarios, leveraging its "Horizon Cloud Brain" technology for end-to-end application [3] - The company possesses significant technological advantages in hardware, particularly in flexible intelligent joints, which enhances its capability for scene-based applications [3] Industry Impact - The order is expected to drive substantial commercialization in the embodied intelligence robot industry, moving beyond the validation stage to practical, scalable applications [4] - The company's cloud-based capabilities demonstrate its leadership in advancing the industry towards vertical, practical, and scalable applications [4] Future Strategic Directions - Family care is one of several application areas, with the company also pursuing applications in security patrol, medical testing, and education, indicating a broad strategy for industry-wide application [5] - The company has secured additional orders in the medical sector and is collaborating with Huawei for cloud technology and infrastructure support, enhancing the foundation for large-scale applications [5][6] Specific Projects and Orders - The company has received an order for 1,000 robotic dogs aimed at various patrol scenarios, showcasing its ability to adapt its technology for different environments [7] - The collaboration with Meinian Health involves a large-scale order for intelligent medical testing services, with contracts nearing completion for demonstration applications [7]
港仔机器人(00370)执行总裁覃晨:万台订单落地家庭康养,多场景落地同步推进