智平方郭彦东：具身智能拐点在产业化落地，行业正迎务实转向

Core Insights - The 10th Singapore Week of Innovation and Technology (SWITCH 2025) opened on October 29, featuring Guo Yandong, CEO of Shenzhen-based company Zhifang Intelligent, as the sole representative from China, discussing the "positive and negative pyramid" data perspective [2] - Guo emphasized the importance of integrating internet, simulation, and real machine data during the initial training of large models, with real operational data being more valuable in later stages [2] - Zhifang Intelligent has rapidly advanced its theories into industrial applications, completing seven rounds of financing in the past six months, with recent Series A funding led by Shenzhen Capital Group [2] Company Developments - Zhifang Intelligent has entered a strategic partnership with Huike Intelligent, a subsidiary of panel giant Huike, with an order amount close to 500 million RMB, planning to deploy over 1,000 embodied intelligent robots in Huike's global production bases over the next three years [3] - The company has established its own factory with an annual production capacity of over 1,000 units, which commenced operations in September [3] Industry Trends - The domestic robot industry is experiencing rapid growth, with a reported 29.5% year-on-year increase in revenue from January to August, and industrial robot production reaching 512,000 units [3] - The industry is entering a "golden development period" characterized by technological leaps and scene expansion [3] - There is a shift in focus within the embodied intelligence sector from flashy demonstrations to actual delivery capabilities, highlighting the importance of reliable and usable robots [3][4] Competitive Landscape - Guo predicts that the competition in the next three years will center around "real scene closed-loop" capabilities, emphasizing the need for robots to continuously iterate and optimize in real environments to become "smarter" [4]