SIASUN(SZ:300024) Di Yi Cai Jing·2025-09-02 09:55Core Insights - Stardust Intelligence has announced a strategic partnership with Shanghai Xiangong Intelligent Technology Co., Ltd. to fulfill an order of 1,000 humanoid robots, marking a significant milestone in the robotics industry [3][4] - The order is set to be implemented over two years, focusing on large-scale deployment in industrial, manufacturing, warehousing, and logistics sectors [3][4] - The collaboration combines the strengths of both companies, with Stardust focusing on AI robot platform development and Xiangong specializing in controller systems, aiming to create a comprehensive AI robot platform [3][4] Company Overview - Stardust Intelligence specializes in the development of versatile AI robot platforms, while Xiangong Intelligent is known for its controller systems, serving global clients such as Philips, Schneider, and Siemens [3][4] - The partnership covers joint research and development, product offerings, distribution channels, and after-sales services [4] Industry Trends - The robotics industry is experiencing a peak in development, with active financing in the primary market and diverse technological breakthroughs [4] - The current focus is on transitioning humanoid robots from demonstration scenarios to actual customer trials in logistics by the second half of this year [5] Technical Insights - The rope-driven technology employed by Stardust is not new but has been challenging to implement due to engineering complexities [4][5] - The advantages of rope-driven transmission include strong bionic characteristics and high-resolution force control, making it suitable for tasks requiring fine tactile feedback [4][5] - Challenges in the rope-driven approach include friction loss, pre-tension stability, and the complexity of control algorithms, which Stardust aims to address through advanced modeling techniques [5]