Lens(SZ:300433) 机器人大讲堂·2025-10-31 09:09Group 1 - Recently, Yuejiang Robotics signed a procurement contract with Ruidefeng Precision Technology Co., Ltd., with a total order amount exceeding 80.5 million yuan, focusing on humanoid and embodied intelligent collaborative robots for high-end precision manufacturing applications [2] - Yuejiang's market director stated that this marks the company's achievement as the first in the industry to introduce humanoid robots into the core scenarios of new energy precision manufacturing, indicating a significant commercial breakthrough [2] - Yuejiang's revenue growth in the first half of 2025 is notable, as the company fully lays out its strategy in the embodied intelligence sector and has launched the world's first ultra-bionic embodied intelligent entity targeting the cultural tourism and education markets [2] Group 2 - Heertai, Leju, and Dongfang Precision have officially established a joint venture robot company named Heju Zhikong, which is currently in a critical product development phase [5] - Heertai aims to leverage its technological expertise to support the development of Heju Zhikong, contributing to the overall robot industry [5] - The establishment of Heju Zhikong represents a significant strategic move in the robotics field, with future product developments expected to bring new vitality and transformation to the industry [5] Group 3 - Lens Technology revealed in an analyst meeting that it has made significant progress in the robotics sector, successfully entering the top supply chain systems in North America and domestically [8] - The company anticipates that its humanoid robot shipments will reach several thousand units this year, while quadruped robotic dogs are expected to exceed ten thousand units [8] - Lens Technology's robotics business is projected to generate several hundred million yuan in revenue, establishing it as one of the largest embodied intelligent hardware manufacturing platforms [8] Group 4 - The first autonomous controllable robot simulation training ground in the country has been established in Wuhan, marking a technological breakthrough in the field of robot simulation training [11] - This training ground, co-built by the local management committee and Beijing Moxianfei Technology Co., Ltd., features various virtual and real training scenarios across multiple fields [11] - The training ground is based on a self-developed physical engine and full-link technology, significantly improving data collection efficiency compared to real machines, and aims to attract upstream and downstream enterprises to form a complete industrial ecosystem [11] Group 5 - Hangzhou Xingwuzhong Robot Co., Ltd. recently announced that its "Turing No. 1" series cleaning robots have secured orders worth approximately 300 million yuan [14] - The "Turing No. 1" series adopts a unique design, utilizing a wheeled chassis with a single arm and quick-release tools, enabling efficient cleaning tasks [14] - The robots demonstrate strong intelligent recognition capabilities, autonomously identifying different types of stains and matching appropriate tools for cleaning, significantly enhancing cleaning efficiency [14]