除PCB操作环节外，机器人还将在OLED真空贴合、耗材管理与尾料回收等多场景发挥作用。例如在真空贴合中精准控制吸附力，避免材料褶皱，显著提 升工艺一致性。 惠科是全球领先的半导体显示面板制造商，在大尺寸液晶面板领域位居世界前三。智平方成立于2023年，公司原创研发了全球首个全域全身具身大模型 GOVLA，并推出了自研机器人AlphaBot(爱宝)系列，在多个行业实现落地。 双方还将组建联合技术团队，共同开发新一代面向工业操作的VLA模型及轻量化端侧推理模型。此举旨在打造一个能够不断学习、持续进化，并真正理 解屏幕制造工艺的"智能工人"，推动未来具身智能机器人大规模进入各世代线面板工厂。 智平方作为"产业派"代表，已先后在汽车制造、生物科技、公共服务等领域落地机器人应用。年产能超千台的自有工厂已于今年9月正式投产，为大规模 商用奠定基础。 深圳慧智物联作为惠科股份有限公司(下称"惠科")的全资子公司，将携手智平方在未来三年内，于惠科全球生产基地累计部署超过1000台具身智能机器 人，覆盖从仓储物流、上下物料、零部件装配到质检测试等全流程。 双方将以PCB操作为首个示范场景，共同推动具身智能在半导体显示和智能终端 ...

Group 1 - The company held a successful online performance briefing on September 11, 2025, with a total of 81 questions from investors and a response rate of 67.90% [1] - The company plans to invest 500 billion in research and development over the next three years, indicating a strong commitment to innovation [22][23] - The company has achieved a 7.5% year-on-year increase in OLED shipments in the first half of 2025, outperforming the industry growth rate of 4% [32][39] Group 2 - The company has a shareholder return plan that includes distributing at least 35% of the annual net profit to shareholders and a minimum of 15 billion RMB for share buybacks each year [18][21] - The company has maintained a consistent cash dividend policy since 2015, with cumulative distributions nearing 22 billion RMB [21][38] - The company is focused on enhancing its market position in high-end Mini LED products, with a significant increase in sales of its black crystal and black diamond screens by over 300% in the first half of 2025 [37] Group 3 - The company is actively addressing the challenges in the OLED market, including international competition and changes in domestic market structures [32][39] - The company has a strong patent portfolio, with over 100,000 patents filed, and ranks 12th globally in patent grants, reflecting its commitment to innovation [35] - The company is exploring new technologies such as LTPO-LCD and MicroLED for AR applications, indicating a strategic focus on emerging markets [29]

9月11日，深圳慧智物联与智平方达成半导体显示领域的首个具身智能战略合作，标志着具身智能机器 人首次大规模进入半导体显示产业。 作为惠科股份的全资子公司，慧智物联将在未来三年内携手智平方，在惠科全球生产基地部署逾1000台 具身智能机器人，覆盖从仓储物流、上下物料、零部件装配到质检测试等全流程，以PCB操作为首个示 范场景，共同推动具身智能在半导体显示和智能终端制造环节的落地应用。 据悉，本次战略合作订单金额接近5亿元人民币。 从合作双方背景来看，惠科是全球领先的半导体显示面板制造商，深耕显示产业二十余年，在大尺寸液 晶面板领域位居世界前三。 智平方成立于2023年，是知名具身通用智能机器人企业，该公司原创研发了全球首个全域全身具身大模 型GOVLA，并推出了自研机器人AlphaBot(爱宝)系列，在多个行业实现落地。作为"产业派"代表，智平 方已先后在汽车制造、生物科技、公共服务等领域落地机器人应用。年产能超千台的自有工厂已于今年 9月正式投产，为大规模商用奠定基础。 据了解，不同于传统依赖预设程序的方式，智平方AlphaBot(爱宝)系列机器人由端到端VLA大模型驱 动，能够实现感知、理解、决策与执行的高 ...

Core Insights - The collaboration between Zhifang Technology and Huike aims to deploy over 1,000 humanoid robots in Huike's global production bases over the next three years, marking a significant entry of embodied intelligence into the semiconductor display industry [2][3] - This deal is expected to be the largest single order in the global embodied intelligence sector, potentially reaching nearly 500 million RMB based on industry pricing estimates [2][3] Industry Developments - The initial application of the robots will focus on complex PCB operations, with plans to expand to logistics, material handling, assembly, and quality testing [3] - The flexibility of Zhifang's GOVLA model allows robots to adapt to various production environments without extensive modifications to existing lines, facilitating a shift from "humans adapting to machines" to "machines adapting to humans" [3] Data Utilization and Model Improvement - The deployment of robots in factories serves as a critical training ground for improving the performance of large models, with the accumulation of real-world production data enhancing the robots' capabilities [4] - Zhifang's approach emphasizes a "data closed-loop" system, where the data collected during operations will feed back into model iterations, creating a "smarter" robotic system over time [4] Future Commercialization Strategy - Zhifang plans to follow a path similar to that of smart automotive development, starting with semi-structured scenarios and gradually moving towards unstructured environments [5] - The company identifies high-end manufacturing and diverse public service scenarios as the most commercially valuable areas for future growth [5]

Core Viewpoint - Shenzhen Huizhi Intelligent Technology Service Co., Ltd. and Zhifang Technology Co., Ltd. have announced a comprehensive strategic cooperation in the global semiconductor display field, marking the first large-scale deployment of embodied intelligent robots in this industry [1] Group 1 - The partnership aims to deploy over 1,000 embodied intelligent robots within three years across Huike's global production bases [1] - The deployment will cover the entire process from warehousing logistics, material handling, component assembly to quality inspection and testing [1] - This initiative signifies a significant advancement in the integration of intelligent robotics within the semiconductor display sector [1]

证券日报网讯 TCL科技（000100）9月11日在互动平台回答投资者提问时表示，公司严格按照法律法规 及监管要求履行信息披露义务，关于公司信息请以公司公告为准。公司专注半导体显示、新能源光伏及 半导体材料主业，目前生产经营活动正常。公司始终致力于以领先的股息率及持续提升的业绩回报股 东。 ...

（原标题：3年1000台！半导体显示产业首次迎来具身智能机器人） 21世纪经济报道记者 石恩泽 深圳报道 9月11日，21世纪经济报道记者从智平方（深圳）科技有限公司（下称"智平方"）处获悉，该公司与深圳慧智物联技术服务有限公司（下称"慧智 物联"）正式达成全球半导体显示领域的首个具身智能全面战略合作。 据悉，惠科是全球领先的半导体显示面板制造商，深耕显示产业二十余年，在大尺寸液晶面板领域位居世界前三。而智平方作为"具身产业派"代 表，已先后在汽车制造、生物科技、公共服务等领域落地机器人应用。年产能超千台的自有工厂已于今年9月正式投产，为大规模商用奠定基础。 根据合作内容，慧智物联作为惠科股份有限公司（下称"惠科"）的全资子公司，将在未来三年内，累计采购智平方超1000台具身智能机器人，用 于部署惠科全球生产基地，覆盖从仓储物流、上下物料、零部件装配到质检测试等全流程。 值得一提的是，若按照市场上平均价格50万/台具身机器人来测算，双方合作的订单约价值5亿。如此一来，智平方与惠科的这次合作订单价值， 将超过优必选此前公布的2.5亿元订单，成为目前全球人形机器人企业最大单笔订单。 在场景选择上，双方将以PCB操 ...

Core Viewpoint - The strategic partnership between Shenzhen Huizhi and Zhi Ping Fang marks a significant advancement in the application of embodied intelligent robots in the semiconductor display industry, aiming to deploy over 1,000 robots in the next three years to enhance manufacturing efficiency and adaptability [5][8]. Group 1: Partnership and Deployment - Shenzhen Huizhi, a subsidiary of Huike Co., will collaborate with Zhi Ping Fang to deploy more than 1,000 embodied intelligent robots across Huike's global production bases [5]. - This initiative represents the first large-scale entry of embodied intelligent robots into the semiconductor display sector, with PCB operations as the initial demonstration scenario [6][8]. Group 2: Technological Advancements - The AlphaBot series robots, driven by an end-to-end VLA model, exhibit high levels of coordination in perception, understanding, decision-making, and execution, allowing for rapid learning and task adaptation [6][8]. - The collaboration will also involve the development of new VLA models and lightweight edge inference models, leveraging Huike's industrial expertise and production data [8]. Group 3: Competitive Advantages - Zhi Ping Fang's humanoid wheeled robots offer significant advantages over traditional industrial robots, as they can adapt to existing factory environments without extensive infrastructure modifications [7]. - The robots will also be utilized in various scenarios beyond PCB operations, such as OLED vacuum lamination and material management, enhancing process consistency [7]. Group 4: Long-term Implications - This partnership is expected to pave the way for a new intelligent path in the semiconductor display industry, providing a leading global case for the development of embodied intelligence in China [9]. - The continuous deployment of robots in Huike's production lines will generate real-world data that will feed back into Zhi Ping Fang's model training, creating a self-reinforcing cycle of improvement and adaptability [8][9].

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]

第一财经记者从具身智能机器人企业智平方了解到，该公司与惠科股份子公司深圳慧智物联达成合作， 在未来三年内，双方将在惠科全球生产基地部署超1000台具身智能机器人，覆盖仓储物流、上下物料、 零部件装配、质检测试等流程。这是具身智能机器人首次大规模进入半导体显示产业。（第一财经记者 郑栩彤） ...