SIASUN(SZ:300024) Shang Hai Zheng Quan Bao·2026-01-11 18:51Core Insights - The article discusses the advancements and challenges of embodied robots in the manufacturing industry, highlighting their deployment in factories and the need for data integration to enhance their functionality [1][2]. Group 1: Embodied Robots in Manufacturing - Embodied robots have begun to be deployed in factories, with over a hundred sets implemented in a leading smartphone manufacturer's dark factories [1]. - The core demand from manufacturing enterprises for embodied robots can be summarized as "stable and easy to use," necessitating solutions for reducing reliance on human labor and accommodating flexible production needs [1]. - The complexity of manufacturing processes creates significant challenges in data collection and processing, leading to data silos that hinder the standardization of operations [1]. Group 2: Data as a Key Focus - The enhancement of embodied robots' capabilities in manufacturing requires long-term data collection, accumulation, and analysis, with a focus on the ability to transfer and reuse data across different scenarios [2]. - Embodied robots should function as a data hub, integrating with ERP, MES, and APS systems to establish connections with production processes and equipment [4]. - The transition of embodied robots into factories occurs in three stages: standard processing, handling undesirable tasks, and developing autonomous decision-making capabilities [4]. Group 3: Industry Perspectives - The current need in factories is not merely for robots but for intelligent systems that can adapt to complex physical environments [4]. - The relationship between suppliers and demanders has evolved from a one-sided adaptation to a collaborative approach, fostering the practical implementation of embodied robots in manufacturing [4].