从技术领先到场景穿透，越疆部署十万台机器人，具身智能产业化落地最强者？

Core Viewpoint - The article emphasizes that true industry leaders are not mere followers of trends but innovators who redefine industry standards through technological advancements. It highlights the significant role of Chinese companies, particularly Yuejiang Robotics, in the global collaborative robotics arena, showcasing their achievements and innovations in the field [1][3]. Group 1: Technological Innovations and Achievements - Yuejiang Robotics won the first prize at the Guangdong Provincial Excellence in Artificial Intelligence and Robotics Awards for its "Key Technologies and Industrial Applications of Collaborative Robots," indicating its leadership in the field [1]. - The company is recognized for its comprehensive "industry-university-research-application" value system in robotics development, showcasing a successful model of innovation leading to tangible results [3]. - Unlike many robotics companies that start in laboratories, Yuejiang is noted as the "only embodied intelligent enterprise emerging from the manufacturing site," focusing on solving real industrial pain points [5]. Group 2: Industrial Applications and Impact - Yuejiang's robots have been deployed in over 100,000 units across various high-end manufacturing environments, including automotive and electronics, driving the industry's shift towards flexibility and intelligence [7]. - In Porsche's production line, Yuejiang robots improved the efficiency of precision glue application by three times while maintaining over 99.5% process consistency [7]. - The integration of over 300 Yuejiang robots into a flexible manufacturing system at Lingyi Intelligent Manufacturing achieved a 100% efficiency increase and reduced the investment return cycle to just six months [9]. Group 3: Expansion into Commercial Sectors - Yuejiang's robots are transforming commercial efficiency and experience, as seen in a smart coffee kiosk in Dubai that achieved a record sale of 1,440 cups per day [14]. - In the U.S., Yuejiang's embodied intelligent robots operate in an unmanned supermarket, demonstrating high efficiency and the ability to serve up to 2,000 customers daily in a compact space [16]. - The collaboration with Yaoshi Bang marks a significant step into the pharmaceutical retail sector, where robots manage inventory and ensure 24-hour service with high accuracy [18]. Group 4: Advancements in Embodied Intelligence - Yuejiang aims to create intelligent agents that can perceive, think, and act like humans in the physical world, leading the way in embodied intelligence with its humanoid robot DOBOT ATOM [21]. - The development of the VLA (Vision-Language-Action) multimodal model allows robots to understand and execute complex tasks autonomously, showcasing a significant leap towards industrial-grade thinking and response capabilities [26]. - The introduction of a humanoid robot capable of remote operation over 1,800 kilometers demonstrates Yuejiang's potential in high-risk environments and remote tasks [25]. Group 5: Market Demand and Future Prospects - Yuejiang's success is attributed to its alignment with global manufacturing trends, addressing labor cost increases and the demand for personalized solutions through collaborative robots [33]. - The company has secured significant orders, including a contract worth over 80.5 million yuan for humanoid robots, indicating strong market demand and recognition of its technological feasibility [29]. - Yuejiang's ambition extends beyond industrial applications, with plans to enter the consumer market with a smart home robot priced at 7,499 yuan, aiming to become a useful household companion [32].