智元“摇钱树”精灵系列升级G2，该工业级交互式具身作业机器人已获数亿元订单

Core Insights - Zhiyuan Robotics has launched the new generation industrial interactive embodied robot, Zhiyuan Spirit G2, which has already sold out before its official market release, securing orders worth billions from Longqi Technology and Junsheng Group [3][6] Product Overview - The Zhiyuan Spirit G2 weighs 185 kg and features 26 active degrees of freedom, including 7 in each arm and 5 in the legs and waist, enabling human-like movements [3] - The robot is designed for various applications including industrial, logistics, and guiding tasks, equipped with high-performance joints and advanced spatial perception systems [3][6] Market Demand and Orders - The company has received significant orders, with thousands of units expected to be delivered this year, marking a substantial increase compared to the previous year [3][8] - The first batch of 20 G2 robots will be deployed in the automotive parts manufacturing scene at Junsheng Electronics [7] Production Capacity and Supply Chain - Junpu Intelligent announced plans to establish a production line with an annual capacity of over 3,000 embodied intelligent robots to support the G2's entry into more manufacturing environments [7] - Supply chain stability remains a challenge, but the company has achieved a delivery level of thousands of units from January to September this year [8] Cost Efficiency and Market Strategy - The G2 robot is expected to optimize costs significantly, especially in regions like the Yangtze River Delta, where labor costs exceed 300,000 yuan per worker annually [7] - The company aims for overseas market revenue to account for 30% or more of total revenue next year, indicating a strong focus on global expansion [8] Future Outlook - The lifecycle of the robot series is planned for approximately three years, with a focus on integrating robots into real-world scenarios to gather high-quality data [6][8] - The company anticipates that the Spirit series will represent over 50% of total sales next year, highlighting its strategic importance in the product lineup [8]