Core Insights - The company Zhifang Intelligent has received a large order for over 1,000 robots, amounting to nearly 500 million yuan, marking a significant milestone in the embodied intelligence robotics industry [1] - The industry has transitioned from a phase of financing to one of substantial orders, with multiple contracts exceeding 100 million yuan [1] - Zhifang's robots will be deployed in the semiconductor display industry, specifically at Huike Co., which is preparing for an IPO on the Shenzhen Stock Exchange [1] Company Developments - Zhifang's "Aibao" series of wheeled humanoid robots will perform PCB operations as the first demonstration scenario, utilizing a Vision-Language-Action (VLA) model [2] - The company plans to collaborate with Huike to develop industrial operation models and lightweight inference models based on Huike's industrial technology and production line data [4] - Zhifang's annual production capacity exceeds 1,000 units, with a new factory in Shenzhen officially starting operations in September [6] Market Context - The recent orders signify the first large-scale entry of embodied intelligent robots into the semiconductor display sector, covering various processes from logistics to quality inspection [1] - The company has already deployed its robots in factories such as Dongfeng Liuzhou Motor and Geely Technology's semiconductor subsidiary [5] - Zhifang has completed seven rounds of financing this year, with the latest round led by Shenzhen Capital Group, which invested over 100 million yuan [6]