SIASUN(SZ:300024) Nan Fang Du Shi Bao·2025-09-11 23:06Core Insights - The collaboration between Zhifang Technology and Huike aims to deploy over 1,000 humanoid robots in Huike's global production bases over the next three years, marking a significant entry of embodied intelligence into the semiconductor display industry [2][3] - This deal is expected to be the largest single order in the global embodied intelligence sector, potentially reaching nearly 500 million RMB based on industry pricing estimates [2][3] Industry Developments - The initial application of the robots will focus on complex PCB operations, with plans to expand to logistics, material handling, assembly, and quality testing [3] - The flexibility of Zhifang's GOVLA model allows robots to adapt to various production environments without extensive modifications to existing lines, facilitating a shift from "humans adapting to machines" to "machines adapting to humans" [3] Data Utilization and Model Improvement - The deployment of robots in factories serves as a critical training ground for improving the performance of large models, with the accumulation of real-world production data enhancing the robots' capabilities [4] - Zhifang's approach emphasizes a "data closed-loop" system, where the data collected during operations will feed back into model iterations, creating a "smarter" robotic system over time [4] Future Commercialization Strategy - Zhifang plans to follow a path similar to that of smart automotive development, starting with semi-structured scenarios and gradually moving towards unstructured environments [5] - The company identifies high-end manufacturing and diverse public service scenarios as the most commercially valuable areas for future growth [5]