FULIN. PM(SZ:300432) 第一财经·2025-07-11 13:03Core Viewpoint - The deployment of the A2-W robot at Fulin Precision Engineering represents a significant step in the practical application of robotics in manufacturing, highlighting the challenges and complexities involved in integrating robots into real-world production environments [1][3]. Group 1: Robot Deployment and Functionality - The A2-W robot, a versatile wheeled robot with seven degrees of freedom, successfully handled over 800 material boxes during a live demonstration, showcasing its capabilities in sorting, navigation, and precise placement [1][4]. - The robot utilizes a customized gripper to manage tightly stacked boxes, employing complex perception and decision-making systems to adapt to the random and uncertain nature of the material box arrangement [4][5]. - Safety is a priority, as the robot halts operations when human presence is detected, addressing the unpredictable factors in a factory environment [5][6]. Group 2: Engineering Challenges - The integration of the A2-W robot into the factory setting presents significant engineering challenges, particularly in ensuring the deep coupling of algorithms and hardware to maintain system precision and safety [8][10]. - Real-world conditions, such as lighting and electromagnetic interference, can disrupt the robot's visual recognition and signal transmission, necessitating continuous algorithm optimization based on actual operational data [6][10]. Group 3: New Industry Roles and Collaboration - New roles are emerging in the industry focused on deploying robots and bridging the gap between laboratory development and factory implementation, exemplified by the establishment of Annu Intelligent [11]. - The collaboration between Fulin Precision Engineering and Zhiyuan Robotics aims to create a joint venture for humanoid robot applications, indicating a trend towards shared investment and resource pooling in the robotics sector [11][16]. Group 4: Cost Considerations and Operational Efficiency - The cost of deploying an A2-W robot ranges from 400,000 to 800,000 yuan, with ongoing operational and maintenance expenses that must be factored into the overall cost-benefit analysis [14][15]. - A single robot can replace approximately 0.7 labor-intensive positions, potentially increasing to 1.4 to 2 positions with continuous operation, highlighting the efficiency gains robots can provide in manufacturing [14][15]. Group 5: Capital and Market Strategy - Zhiyuan Robotics is actively pursuing capital investments and partnerships to strengthen its market position, including acquiring a controlling stake in Weiwai New Materials [16][17]. - The focus on product commercialization and achieving a favorable return on investment is critical for the long-term success of robotics in manufacturing, as emphasized by industry experts [17][18].