MAE(SZ:002009) Zheng Quan Shi Bao Wang·2025-10-31 13:26Core Insights - Tianqi Co., Ltd. has signed a strategic cooperation framework agreement with Foxconn Automotive to promote the deep application and technological innovation of embodied intelligent robots in industrial scenarios [1][2] Group 1: Company Overview - Tianqi Co., Ltd. was established in 1984 and successfully listed on the Shenzhen Stock Exchange in 2004, currently undergoing a business transformation focusing on intelligent equipment, lithium battery recycling, and robotics [1] - Foxconn Automotive, a subsidiary of Foxconn Technology Group, specializes in intelligent manufacturing of electric vehicles [1] Group 2: Financial Aspects - Tianqi Co., Ltd. has confirmed revenue of 7.9196 million yuan from the assembly trial line project with Foxconn Automotive as of September 30, 2025, accounting for 0.62% of the company's intelligent equipment segment revenue during that period [1] Group 3: Strategic Cooperation Details - The cooperation will involve establishing a joint project team to focus on key pain points such as precision operations on production lines, intelligent inspections in factories, and smart services, aiming for large-scale deployment of embodied intelligent robots [2] - Both parties will collaborate to build a high-standard robot data collection center and training center, creating a complete technical closed loop from data generation to scene validation [2] Group 4: Technical Development - The collaboration will drive three levels of joint research: defining rigid performance indicators and functional requirements for robots in industrial scenarios, overcoming key technologies such as machine vision and multi-agent collaboration, and jointly creating high-performance, reliable robot systems [2] - The partnership aims to promote comprehensive intelligent upgrades across Foxconn Automotive's business segments, with a target of deploying no less than 2,000 embodied intelligent robots within the production system over the next five years [2] Group 5: Market Positioning - This strategic cooperation reflects Foxconn Automotive's recognition of Tianqi Co., Ltd.'s technological capabilities in the field of embodied intelligent robots, allowing the company to gain an advantage in automotive manufacturing and lay the foundation for cross-industry applications [3] - The collaboration will help Tianqi Co., Ltd. better understand customer needs, enhance technology development, optimize solutions, and accelerate technological iteration, thereby building a long-term customer barrier and core technological capabilities [3]