对话智元姚卯青：智能机器人规模化应用时代已经到来，亦积极布局海外市场

Core Viewpoint - The new generation of industrial-grade interactive embodied operation robot, Spirit G2, has received orders worth several hundred million yuan and has commenced its first commercial deliveries [3][10]. Product Overview - The Spirit G2 was officially launched on October 16, 2023, by Zhiyuan Robotics [4]. - The G2 model builds on the success of its predecessor, G1, which topped the sales charts for wheeled humanoid robots in November 2023, and addresses the increasing demand for reliability, flexibility, and interactivity in industrial manufacturing, logistics sorting, and commercial guidance [6]. - The G2 features a fully upgraded functionality, covering all scenarios with industrial standards, high-performance motion joints, high-precision torque sensors, and an advanced spatial perception system [6][19]. Technical Specifications - The G2 is equipped with high-performance actuators, various sensors, and a powerful AI computing platform, enabling omnidirectional obstacle avoidance and high-precision force control operations [6]. - It has a three-degree-of-freedom waist design that mimics human bending, turning, and lateral movement capabilities [6]. - The G2 includes the world's first cross-wrist force-controlled arm, allowing it to delicately sense external forces and respond accordingly, facilitating quick deployment even for users without force control tuning capabilities [6][19]. Interaction Capabilities - The G2 supports real-time intelligent interaction with multiple users, customizing explanations based on a knowledge base and intelligently answering questions posed by the audience [7]. - It can switch between different presenter personas and tones based on context, enhancing the human-like interaction experience [7]. Quality Assurance - The G2 has undergone over 130 component and system-level extreme tests, ensuring durability and stability across a wide temperature range and various challenging scenarios [8][19]. - This rigorous testing framework aims to provide customers with a safe, reliable, and hassle-free automation experience, effectively reducing costs and increasing efficiency [8]. Market Impact - The recent orders and commercial deliveries signify a transition of humanoid robots from "laboratory technology validation" to "scaled industrial implementation" [11]. - The G2 has secured significant contracts, including over a hundred million yuan procurement agreements with Junsheng Electronics and Longqi Technology, marking its entry into critical manufacturing scenarios [10][11]. Future Outlook - The company aims to alleviate the burden of repetitive, heavy, and dangerous labor, allowing humans to focus on more creative tasks [12]. - The G2 is designed to be versatile, with a focus on covering various markets and scenarios, featuring significant redundancy to facilitate integration into diverse applications [20]. - The company anticipates a substantial increase in delivery volumes, with thousands of units already delivered in the first three quarters of the year [21]. - There are plans for international market expansion, with expectations that overseas revenue could account for 30% or more of total income by next year [25].