证券日报网讯12月9日，格力电器（000651）在互动平台回答投资者提问时表示，公司深耕工业机器人 核心零部件与整机关键技术研究，在伺服电机、伺服驱动器、运动控制器、减速机及机器人动力学等方 向取得突破，成功开发六轴机器人、SCARA机器人、焊接机器人、协作机器人等全系列产品，负载范 围覆盖3kg至600kg，形成完整的产品谱系。目前公司已开发可用在人形机器人上的关节模组等核心零部 件，未来将持续关注人形机器人产业发展。 ...

格力电器（000651.SZ）12月9日在投资者互动平台表示，尊敬的投资者，您好！公司深耕工业机器人核 心零部件与整机关键技术研究，在伺服电机、伺服驱动器、运动控制器、减速机及机器人动力学等方向 取得突破，成功开发六轴机器人、SCARA 机器人、焊接机器人、协作机器人等全系列产品，负载范围 覆盖3kg至600kg，形成完整的产品谱系。目前公司已开发可用在人形机器人上的关节模组等核心零部 件，未来将持续关注人形机器人产业发展。感谢您对公司的关注！ 每经AI快讯，有投资者在投资者互动平台提问：您好！近期，美的推出了人形机器人新产品，同样作 为家电龙头的格力具有多年先进的工业母机等技术积累，建议抓住世界范围内人形机器人刚开始启动的 商机，及早开拓具身智能体的多元化蓝海！请问，咱们格力公司目前有在研发制造或有计划研发制造人 形机器人吗？请回复，谢谢！ （文章来源：每日经济新闻） ...

Core Insights - The core viewpoint of the article emphasizes the importance of establishing industry standards and mechanisms to guide the healthy development of the embodied intelligence sector, which is expected to grow at an annual rate exceeding 50% and reach a market size of 100 billion yuan by 2030 [1][3]. Industry Standards and Evaluation System - The National Development and Reform Commission (NDRC) plans to accelerate the establishment of industry standards and an evaluation system to create a fair competitive market environment and ensure orderly development of the embodied intelligence industry [3][5]. - The NDRC aims to address the current issues of scattered and small enterprises, repetitive construction, and technological hollowing out within the industry [5][7]. Mechanisms for Industry Development - The NDRC's strategy includes three main mechanisms: establishing entry and exit mechanisms, accelerating key technology breakthroughs, and promoting infrastructure construction for training and pilot testing platforms [3][5]. - The focus is on filtering out non-professional teams and ensuring that only those with substantial technological capabilities remain in the market, thereby avoiding resource waste and low-end homogeneous competition [5][7]. Short-term, Mid-term, and Long-term Opportunities - In the short term, companies with solid production capabilities and established technology are expected to benefit from the policy changes, as the industry transitions from a phase of rapid growth to one of standardized development [10][11]. - Mid-term prospects favor companies that can break through key technological bottlenecks, particularly in perception-decision-control technology, which is crucial for the industry's advancement into complex scenarios [13][14]. - Long-term, companies that can achieve a commercial closed loop in specific verticals, such as elder care robotics, are anticipated to capture significant market opportunities as the industry matures [14][15]. Conclusion and Future Outlook - The article concludes that the embodied intelligence industry is moving from a phase of rapid, unregulated growth to one of high-quality development under policy guidance, which will help define the industry's future landscape [16][17]. - The establishment of clear regulations is seen as essential for fostering innovation while maintaining safety and avoiding short-term speculative behaviors [16][17].

Group 1 - The core inquiry from investors is whether Gree Electric Appliances can develop into an unmanned machine store featuring robots that explain product functions and serve customers 24/7 [2] - Gree Electric Appliances has stated on the investor interaction platform that the company is deeply engaged in the research of core components and key technologies for industrial robots [2] - The company has achieved breakthroughs in various areas including servo motors, servo drives, motion controllers, reducers, and robot dynamics, successfully developing a full range of products such as six-axis robots, SCARA robots, welding robots, and collaborative robots [2]

Core Viewpoint - Gree Electric Appliances is focusing on the research of core components and key technologies in industrial robots, achieving breakthroughs in various areas [1] Group 1: Technological Advancements - The company has made significant progress in servo motors, servo drives, motion controllers, reducers, and robot dynamics [1] - Gree Electric has successfully developed a full range of products including six-axis robots, SCARA robots, welding robots, and collaborative robots [1]

Group 1: Institutional Research Trends - The overall institutional research activity remains high, with 404 listed companies disclosing investor research records as of November 21 [1] - Companies such as Rongbai Technology and Lens Technology received over 100 institutional visits [1] - Only 36 of the companies that accepted institutional research reported positive returns, with the top three performers being Shen Zhonghua A (up 32.24%), Dawei Co., Ltd. (up 16.87%), and Tongyi Co., Ltd. (up 16.51%) [1] Group 2: Lithium Battery Sector - Rongbai Technology has transformed from a leader in ternary cathode materials to a global leader in new energy materials, focusing on sodium-ion battery materials [2] - The company plans to establish a 6,000-ton pilot line in Xiantao by 2025 and aims for a sodium-ion production capacity of 100,000 tons by 2030, with plans for overseas market expansion starting in 2029 [2] - Fengyuan Co., Ltd. has built a total of 225,000 tons of lithium iron phosphate capacity, with 75,000 tons under construction, and aims to optimize capacity utilization through enhanced product competitiveness and customer collaboration [3] Group 3: Embodied Intelligence Sector - Companies are increasingly focusing on the embodied intelligence sector, with Siling Co., Ltd. establishing a robotics division in 2024 to develop and produce robotic components [4] - Hongrun Construction has launched a humanoid robot, Star Dynamics, in collaboration with Matrix Super Intelligence, aiming for commercial viability by 2026 [6] - Lens Technology has a comprehensive manufacturing capability for industrial robots and plans to produce 10,000 humanoid robots and 30,000 quadruped robots this year, positioning itself as a leading platform in embodied intelligence hardware [7][8] Group 4: Financial Performance - Lens Technology reported a total revenue of 53.663 billion yuan for the first three quarters, a year-on-year increase of 16.08%, with a net profit of 2.843 billion yuan, up 19.91% [8] - The company's third-quarter revenue reached 20.702 billion yuan, marking a historical high for the same period [8]

Group 1: Institutional Research Trends - The overall institutional research activity remains high, with 404 listed companies disclosing investor research records as of November 21 [1] - Companies such as Rongbai Technology and Lens Technology received attention from over 100 institutions [1] - Only 36 of the companies that accepted institutional research reported positive returns, with the top three performers being Shen Zhonghua A (up 32.24%), Dawei Co., Ltd. (up 16.87%), and Tongyi Co., Ltd. (up 16.51%) [1] Group 2: Lithium Battery Sector - Rongbai Technology has transformed from a leader in ternary cathode materials to a global leader in new energy materials, focusing on sodium-ion battery materials [2] - The company plans to establish a 6,000-ton pilot line in Xiantao by 2025 and aims for a production capacity of 100,000 tons of sodium-ion materials by 2030, with plans for overseas market expansion [2] - Fengyuan Co., Ltd. has built a total of 225,000 tons of lithium iron phosphate capacity, with 75,000 tons under construction, and aims to optimize capacity utilization through enhanced product competitiveness and customer collaboration [3] Group 3: Embodied Intelligence Developments - Companies are increasingly focusing on embodied intelligence, with Siling Co., Ltd. establishing a robotics division in 2024 to develop harmonic reducers for various robotic applications [4] - Hongrun Construction has launched a humanoid robot, Star Dynamics, in collaboration with Matrix Super Intelligence, aiming for commercial viability by 2026 [5][6] - Lens Technology has a comprehensive manufacturing capability for industrial robots and aims to become a leading platform for embodied intelligence hardware, with significant production capacity planned for 2026 and beyond [7][8] Group 4: Financial Performance - Lens Technology reported a total revenue of 53.663 billion yuan for the first three quarters, a year-on-year increase of 16.08%, and a net profit of 2.843 billion yuan, up 19.91% [8] - The company attributes its growth to vertical integration across the entire industry chain and high demand from downstream markets [8]

Core Insights - The article highlights the significant achievement of Tiantai Robotics, which has secured the world's first order for 10,000 humanoid robots, marking a transition from concept to large-scale commercial use in the robotics industry [8][12]. - The company has a strong focus on core robotic components, which has led to its products being integrated into well-known robotics brands, although the company's name is not widely recognized outside the industry [2][4]. Company Background - Tiantai Robotics was founded in 2014, with its name symbolizing innovation and transformation, inspired by the legendary figure Shennong [3]. - The founding team, including Zhang Xinghua and He Zhixiong, transitioned from finance and home appliance industries to robotics, driven by the vision of making robots ubiquitous in various sectors [4][5]. Product Development and Innovation - The company initially focused on disassembling and reassembling robots to understand core components, leading to the development of critical parts like servo motors and reducers [4][5]. - Tiantai introduced the concept of "joint modules," which integrate multiple components into a modular solution, significantly enhancing performance while reducing costs [7][8]. - The company has developed a heavy-duty AGV lifting module capable of supporting loads of up to 1.5 tons [6]. Market Position and Strategy - Tiantai's joint modules are priced competitively, around 1,000 yuan, which is significantly lower than the industry average of 2,000 to 3,000 yuan [7]. - The company has established partnerships with major clients, including Coca-Cola and Apple, and has received investments from various capital sources, including state-owned enterprises [8][12]. - The "TT INSIDE" strategy aims to position Tiantai as a key supplier of robotic components, similar to Intel's role in the computing industry [14][16]. Future Prospects - The company anticipates a doubling of revenue by 2025, with a target of achieving 500 million yuan in annual sales [16][17]. - Tiantai is committed to continuous innovation, investing over 10 million yuan annually in R&D and collaborating with prestigious universities [17][18]. - The company is also focused on customizing robots for various industries without charging development fees, which is expected to attract more clients [12][13].

Core Insights - The launch of the Lansi Intelligent Robot production facility in Liuyang is a strategic move for Lansi Technology to enhance its manufacturing capabilities in the "consumer electronics + smart automotive + emerging intelligent terminals" sectors, marking a significant step in its dual focus on capital and industry after its successful Hong Kong listing in July [1][4] Group 1: Production Capacity and Infrastructure - The Lansi Intelligent Robot facility covers 400 acres with a factory area of approximately 189,000 square meters, capable of producing 10,000 sets of large automation equipment and 500,000 units of embodied intelligent robots annually, establishing a complete ecosystem from new material research to core component manufacturing and final assembly [2] - The facility will form a global manufacturing layout centered in Changsha, with support from Southeast Asia (Thailand, Vietnam), focusing on serving international markets, particularly North America [2] Group 2: Technological Development and Product Offerings - Since its establishment in 2016, Lansi has focused on key technologies in industrial robotics, including mechanical structure design, motion control algorithms, and machine vision systems, successfully delivering over 2,000 smart manufacturing projects across various industries [2][3] - Lansi has built a vertically integrated platform for humanoid robots, covering core component development to final assembly, and has entered the supply chains of leading robot companies in North America and domestically, with assembly scale ranking among the industry leaders [3] Group 3: Strategic Transformation and Future Goals - Lansi's strategic shift aligns with its vision of AI hardware development, as the company aims to leverage its 30 years of experience in consumer electronics to transition into the AI hardware sector, focusing on comprehensive hardware solutions across various applications [4][5] - The company has announced a "three-year attack plan" to increase R&D investment, focusing on end-side hardware, multi-modal integration technology, and new material processes, with the goal of becoming a global leader in AI end-side hardware manufacturing [4][5]

Core Insights - The official launch of the Blue Sky Intelligent Robot production facility in Liuyang Economic Development Zone marks a significant step in the company's global manufacturing strategy, focusing on "consumer electronics + smart vehicles + emerging smart terminals" [1][3] - This facility is part of Blue Sky Technology's dual strategy of capital and industry development, enhancing its valuation logic through emerging businesses like robotics [1][3] Production Capacity and Infrastructure - The new facility spans 400 acres with a building area of approximately 189,000 square meters, capable of producing 1,000 large automation devices and 500,000 embodied intelligent robots annually, covering the entire production chain from material research to assembly [3][5] - Blue Sky Technology aims to establish a global manufacturing layout centered in Changsha, with support from Southeast Asia (Thailand, Vietnam), focusing on serving international markets like North America [3][5] Technological Advancements - Since its establishment in 2016, Blue Sky has focused on key technologies in industrial robotics, including mechanical design, motion control algorithms, and machine vision systems, delivering over 2,000 smart manufacturing projects across various industries [5][7] - The company has developed a vertically integrated platform for humanoid robots, covering everything from core components to assembly, and has made significant inroads into the supply chains of leading robotics firms in North America and domestically [7][9] Future Projections - Blue Sky Technology expects to significantly increase the scale of humanoid robot core components and assembly in the coming year, aiming to maintain a leading position in global shipments of humanoid robots and quadruped robotic dogs by 2027 [8][9] - The company is expanding its capabilities in AI infrastructure, starting from AI server chassis to critical modules like liquid cooling and solid-state drives, with mass production of solid-state drives anticipated by 2026 [8][9] Strategic Vision - The company's strategic shift from a consumer electronics leader to a comprehensive AI edge hardware service platform aligns with the trend of AI moving from cloud to edge devices, which is expected to reshape value chains in various sectors [9][11] - Blue Sky Technology plans to invest heavily in R&D over the next three years, focusing on edge hardware, multi-modal integration technologies, and new materials, with the goal of becoming a global leader in AI edge hardware manufacturing [11][13]