Baida Precision(SH:603331) 投资界·2025-12-23 01:50Core Viewpoint - The article highlights the strategic partnership between Galaxy General Robotics and Baida Precision Engineering, focusing on the deployment of over 1,000 embodied intelligent robots in complex industrial manufacturing scenarios, marking a significant step in the competition for embodied intelligence technology [2][3][10]. Group 1: Partnership and Orders - Galaxy General has signed a strategic cooperation agreement with Baida Precision, which will provide access to its entire production line for high-precision components [3]. - The partnership aims to explore new paradigms of intelligent manufacturing, addressing challenges in high-repetition, high-load, and precision tasks in industrial manufacturing [5]. - The deployment of 1,000 robots is seen as a starting point for large-scale application and a milestone in combining technology depth with complex scenarios [9][10]. Group 2: Technological Advancements - Both companies will focus on key technological challenges in precision manufacturing, including multi-modal perception and adaptive decision-making, to establish a core technology system for complex industrial scenarios [7]. - Galaxy General has built a high-quality dataset and developed end-to-end embodied large models to enable robots to perform various tasks autonomously across different scenarios [8]. Group 3: Market Position and Future Outlook - Galaxy General has achieved significant recognition in the investment community, having raised approximately $800 million, with a current valuation of $3 billion [10]. - The company has established partnerships with major industry players, including CATL and Bosch, and has successfully implemented humanoid robots in real-world applications [10][12]. - The article suggests that the competition in the embodied intelligence sector will shift from financing to securing stable orders, with 2026 expected to be a landmark year for commercialization in China [15][16].