未来智造局｜智元精灵G2获数亿元订单 公司明年海外收入占比或达30%

Core Insights - The core focus of the news is the launch of the new generation industrial interactive humanoid robot, ZhiYuan Spirit G2, by ZhiYuan Robotics, which follows the release of the G1 model less than a year ago. The company has secured a significant order worth hundreds of millions from Longqi Technology, marking one of the largest publicly disclosed orders in the domestic industrial embodied intelligence sector [1][4]. Product Development - ZhiYuan Robotics has introduced the G2 model, which features significant enhancements in motion, perception, and interaction capabilities compared to the G1 model. The G2 includes a three-degree-of-freedom "waist" that allows for human-like bending and twisting without the need for chassis movement [2][3]. - The G2 is equipped with the world's first cross-wrist force-controlled arm and high-precision joint torque sensors, enabling it to delicately sense external forces and respond accordingly. It also supports quick deployment, allowing users without force control tuning skills to set it up easily [2][3]. Market Position and Strategy - ZhiYuan Robotics has reported that the G1 model has surpassed 1,000 units in shipment, with expectations for total shipments of several thousand units for the year. The company anticipates that overseas revenue will account for 30% of total income next year [1][4]. - The company aims to address the flexibility challenges in production lines by utilizing humanoid robots, which can be trained quickly to adapt to new tasks, thus reducing reliance on human operators and the need for costly reconfiguration of automated lines [4][5]. Collaboration and Application - ZhiYuan Robotics has partnered with Longqi Technology to implement humanoid robots in the 3C assembly industry, where existing automation solutions face limitations in flexibility and adaptability. The collaboration involves selecting workstations that align with the maturity of embodied intelligence technology [4][5]. - The company has established a standardized development process that allows for rapid deployment of robots in various industrial scenarios, focusing on tasks such as testing, grasping, and transportation, which require a combination of force control and position control technologies [5].