在产业落地层面，南都湾财社此前报道，9月11日，智平方与面板巨头惠科股份旗下子公司慧智物联达 成战略合作，订单金额接近5亿元人民币。根据协议，未来三年将有超1000台具身智能机器人在惠科全 球生产基地部署，以PCB（印刷电路板）操作为首个示范场景。为支撑交付，智平方年产能超千台的自 有工厂已于9月投产。 智平方的快速发展，是国内机器人产业高速增长的一个缩影。10月29日，2025广东国际机器人及智能装 备发展大会上的数据显示，今年1—8月，全国机器人行业营业收入同比增长29.5%，工业机器人产量达 51.2万台。行业正加速进入"技术跃升、场景拓展"的黄金发展期。 伴随产业升温，行业风向也在发生变化。近期多位业内人士指出，具身智能行业正经历一场"务实转 向"。相比上半年的融资火热和Demo（演示）频出，投资人与客户正从关注视频效果转向关注实际交 付。行业目前的一大痛点被指为视频很炫、交付很难，能否真正交付可靠、可用的机器人，正成为对企 业工程化能力的核心考验。 10月29日，第十届新加坡科技创新周（SWITCH 2025）开幕。南都湾财社记者获悉，深圳具身智能企 业智平方创始人兼CEO郭彦东作为唯一来自中国的企 ...

Core Insights - The collaboration between Zhifang Technology and Huike's subsidiary marks a significant entry of embodied intelligence robots into the semiconductor display industry, with over 1,000 robots expected to be deployed in the next three years [2][3] - This deal could potentially reach nearly 500 million RMB, making it the largest single order in the global embodied intelligence sector [2] Group 1: Strategic Collaboration - Zhifang Technology and Huike have announced a comprehensive strategic partnership, focusing on deploying robots in complex PCB operations as the initial demonstration scenario [3] - The robots will gradually cover the entire production process, including warehousing logistics, material handling, component assembly, and quality inspection [3] Group 2: Industry Context - The semiconductor display industry's flexible production processes have been challenging for traditional automation, which relies on preset programs and struggles with mixed-model production [5] - The GOVLA embodied model developed by Zhifang allows for full-body coordinated control of robots, enabling them to move flexibly across production lines without major modifications [5] Group 3: Data Utilization and Future Path - The industry consensus is that data is crucial for humanoid robots to become effective workers, with the most valuable data coming from real industrial environments [6] - Zhifang aims to create a "data closed-loop" through continuous operation on Huike's production line, allowing the robots to accumulate real-world data that will enhance the model's intelligence [6] - The CEO of Zhifang envisions a commercial path similar to that of smart vehicles, starting with semi-structured scenarios and progressing to unstructured environments, focusing on high-end manufacturing and diverse public service applications [6]