格隆汇1月12日丨百胜智能(301083.SZ)公布，近日，公司与宝龙集团签署《停车场战略合作协议》。宝 龙集团及其关联公司在全国范围内拥有商业停车场经营权/所有权，为了有效管理停车泊位，提高停车 服务与管理水平，需与专业运营公司合作开展停车场运营。公司及其关联公司为停车及新能源车充电运 营管理一体化停车解决方案运营商，可承接商业停车场进行系统化运营。 本次合作的核心战略价值在于为百胜智能停车场运营与具身智能机器人战略提供有力支撑并推进落地。 宝龙集团地产业务布局广泛，通过与宝龙地产的深化合作，可有效降低百胜智能自主开发停车场运营的 成本与市场门槛，快速切入多个城市的停车场运营资产项目。百胜智能的停车场智能安防硬件产品及具 身智能机器人产品得以快速进入垂直场景现场，实现公司战略目标。 宝龙集团在全国拥有众多物业项目，擅长打造"宝龙广场""宝龙天地"等商业综合体项目，具备成熟 的"地产+商业"联动模式，百胜智能与宝龙集团建立战略合作伙伴关系，能够为百胜智能智慧停车方案 提供广阔落地空间；同时百胜智能的智慧安防与具身智能技术将赋能宝龙集团存量资产的价值升级，提 升资产价值与品牌竞争力。 ...

Core Viewpoint - The company is currently in the rapid evolution and iteration phase of embodied intelligent technology, with customer products still in the trial production stage, indicating that mass production will only commence once customer scenarios and large-scale manufacturing bases are ready [2]. Group 1 - The company received inquiries regarding the timeline for mass delivery of its embodied intelligent robot products, questioning whether the delay is due to production capabilities or insufficient customer orders [2]. - The company clarified that the embodied intelligent technology is undergoing significant changes, and the current focus is on meeting customer requirements for large-scale production [2]. - The transition to mass production will depend on the completion of customer scenario models and the establishment of manufacturing bases capable of supporting large-scale production [2].