智元创始人邓泰华罕见亮相 犀利回应融资、上市、场景落地等质疑

Core Insights - The first partner conference of Zhiyuan Robotics was held in Shanghai, showcasing its products and technology to partners and stakeholders [1][2] - CEO Deng Taihua delivered a 29-minute closed-door speech outlining the company's comprehensive layout in products, technology, business, ecology, and capital [2] Product and Market Strategy - Zhiyuan Robotics aims to achieve a shipment target of 10,000 units by 2026, with expectations of several thousand units shipped this year and tens of thousands next year [3][4] - The company plans to shift its sales strategy to prioritize partnerships, targeting 70% of sales through partners by next year, with the remainder from online sales [5] Financing and Investment - Deng stated that the company is in a strong position to secure funding, with a focus on maintaining cash flow for three years without revenue [6] - Zhiyuan recently announced a strategic investment from LG Electronics and Korea Future Asset Group, and plans to initiate a new round of financing by the end of the year [6] - The company has established a joint investment fund with Hillhouse Capital, with a scale of several hundred million yuan [6] Collaboration and Partnerships - Over the past year, Zhiyuan has formed joint ventures with over ten listed companies to explore application scenarios for embodied intelligence [8] - The partnerships include collaborations with leading companies that have application scenarios, technology service firms, and technical expert companies to enhance product capabilities [9] Application Scenarios - Zhiyuan has identified seven key application scenarios for embodied intelligence that can be implemented this year, including exhibition reception, entertainment performance, box transportation, research education, logistics sorting, data collection training, and commercial cleaning [11] Industry Context - The acquisition of A-share listed company Aowei New Materials has sparked discussions about the company's listing path, which some view as a shortcut [13] - The company emphasizes the need for innovation across various dimensions, including technology, application, collaboration models, and capital, aligning with national support for new industries [14] Event Participation - Zhiyuan Robotics did not participate in the recent "2025 World Humanoid Robot Games," citing resource consumption and a focus on showcasing practical applications in customer scenarios [15]