Core Viewpoint - The article highlights the unveiling of the world's first multi-modal embodied intelligent "super factory" solution by the company Yuejiang at the 2025 China International Industrial Fair, showcasing its advanced capabilities in industrial automation and robotics [1][2]. Group 1: Super Factory Solution - The "super factory" solution includes various types of intelligent robots such as collaborative robots, bipedal humanoid robots, multi-legged robots, and wheeled humanoid robots, all coordinated by a central "smart hub" [1][2]. - This solution demonstrates the ability to perform a full range of operations including material handling, visual inspection, and precision assembly through collaborative efforts among different robot types [1][2]. Group 2: Technological Advancements - Yuejiang's rapid technological breakthroughs stem from its unique experience of deploying over 100,000 collaborative robotic arms globally, providing it with invaluable real-world process data and insights into industrial pain points [1][3]. - The company emphasizes the importance of a reliable engineering system, which has been validated through extensive field experience, making its humanoid robots effectively "grown from the factory" [1][3]. Group 3: System Architecture - The "super factory" employs a centralized discussion and distributed execution architecture, allowing for seamless integration of various robot forms to meet industrial demands [2][3]. - The smart hub utilizes multi-modal perception devices to create comprehensive environmental models, enhancing decision-making capabilities and task planning for the robots [3]. Group 4: Market Positioning - Yuejiang's platform compatibility allows enterprises to integrate multi-modal robots without extensive modifications to existing production lines, facilitating quick deployment and collaboration [3]. - As industrial automation shifts towards flexible production, the limitations of traditional single-function robots are becoming more apparent, positioning Yuejiang as a leader in defining future factory architectures [3].

其中，人形机器人DOBOT ATOM实现全国首例工业跨场景多任务协同作业泛化应用，在人机动作 映射与多模态感知等关键技术上取得突破，在高危环境中表现出色，成为"超级工厂"处理复杂工序的核 心操作手。 在"超级大脑"调度下，这些机器人实现了从分拣、检测到搬运的全流程无缝闭环，协同从概念变为 常态。 记者看到，越疆机器人展区，仿佛一座来自未来的"智能工厂缩影"：双足人形机器人兼具移动和精 细化操作能力，轮式机器人灵活穿梭于设备之间执行搬运任务，多足机器狗在复杂环境中稳定巡检，协 作机械臂则在高精度工位上完成柔性装配任务……这些形态各异的机器人并非孤立作业，而是在统一调 度下协同完成从抓取、检测到搬运、组装的全流程任务。 这个被称作"超级工厂"的多形态具身智能机器人平台，实现全球首次多形态通用具身机器人协同常 态化作业， 让四种形态的具身机器人，像一支高度默契的特种部队一样各展所长。 现场工作人员向记者介绍，双足人形是直膝行走和一机多能的AI全能操作选手，除在超级工厂中 完成毫米级分拣、检测、装配、高效搬运等任务，还现场演示贴手机膜、制作爆米花、叠衣服、榨果汁 等商业和家庭复杂任务作业；轮式人形是敏捷的物流先锋，高 ...

Core Insights - The 2025 China International Industrial Fair (CIIF) showcased Shenzhen Yujiang Technology Co., Ltd. as a leading player in the robotics industry, demonstrating a "super factory" concept with various types of robots working in unison [1] - Yujiang's approach focuses on "embodied intelligence" to create a collaborative intelligent system that integrates different types of robots, moving from traditional single-function robots to more advanced, integrated intelligent partners [1][2] Group 1: Technological Advancements - Yujiang has leveraged nearly a decade of technological accumulation, starting with collaborative robotic arms and emphasizing a dual approach of "self-research + scene implementation" [2] - The core innovation of the "super factory" is a centralized discussion and distributed execution architecture, allowing for efficient task planning and scheduling through a "super brain" [2] - The introduction of the DOBOTATOM bipedal robot marks a significant advancement, capable of multi-task collaboration across industrial scenarios and demonstrating high precision and low-latency control [3] Group 2: Market Position and Strategy - Yujiang has established a strong global presence, serving over 100 countries and collaborating with more than 80 Fortune 500 companies, which enhances its industry knowledge and technology development [3] - The platform's compatibility allows enterprises to integrate multiple types of robots without extensive modifications to existing production lines, promoting rapid deployment and scalability [4] - With advancements in humanoid robots and embodied intelligence technology, Yujiang is positioned to become a key player in the global smart manufacturing upgrade [4]

Core Viewpoint - The article highlights the advancements and strategic vision of the company 越疆 in the field of robotics, particularly through its "Super Factory" platform that integrates various types of robots for collaborative tasks, marking a significant evolution in industrial automation towards flexible manufacturing [2][3][5]. Group 1: Super Factory Concept - 越疆's "Super Factory" system employs a "centralized decision-making + distributed execution" architecture, achieving the world's first regular collaborative operation of multi-modal general-purpose embodied robots [3][5]. - The system integrates various robot types, including humanoid, wheeled, and multi-legged robots, transitioning from traditional execution tools to intelligent agents with "perception-decision-execution" capabilities [3][5]. Group 2: Technological Advancements - The company has built a robust foundation over the past decade, evolving from collaborative robotic arms to a multi-modal embodied intelligence platform, driven by self-research technology and practical applications [5][15]. - Key breakthroughs in core components such as servo drives and AI technologies like visual perception and force control have enhanced the robots' decision-making capabilities [5][15]. Group 3: Robot Types and Functions - The "Super Factory" employs four types of robots, each with specific roles: - Humanoid robots for fine operations and multi-tasking [7][10] - Wheeled robots for material transport and rapid response [7] - Multi-legged robots for inspections and transport in unstructured environments [7] - Collaborative robotic arms for high-precision flexible tasks [7][9]. Group 4: Industry Impact and Collaboration - 越疆 has established a strong presence in over 100 countries, collaborating with more than 80 Fortune 500 companies, which has enriched its industry knowledge and practical expertise [15][17]. - The company initiated a collaborative action with 300 global manufacturing enterprises to promote the integration of embodied intelligent robotics into manufacturing environments, emphasizing data-driven technological evolution [15][17]. Group 5: Future Prospects - The "Super Factory" platform's compatibility and ease of deployment allow companies to integrate multiple robots without significant modifications to existing production lines, fostering a continuous improvement cycle [17]. - As humanoid robots and embodied intelligence technologies mature, 越疆 is positioned to play a crucial role in the global smart manufacturing wave, showcasing its capability for system-level innovation [17].

Core Insights - The article highlights the demonstration of a "super factory" by Yujian Robotics at the 2025 China International Industrial Fair, showcasing a multi-modal embodied intelligent robot platform that enhances industrial automation [1][2] - The core innovation of Yujian's "super factory" lies in its architecture design of "centralized discussion + distributed execution," enabling coordinated operations among various types of robots [1] Group 1: Robot Functionality - The showcased robots include bipedal humanoid robots for precise sorting, wheeled robots for flexible movement, multi-legged robotic dogs for stable inspections in complex environments, and collaborative robotic arms for high-precision assembly tasks [1] - Each type of robot has specific roles: wheeled humanoid robots handle material transport, bipedal humanoid robots perform fine operations, multi-legged robotic dogs are used for inspections and transport in unstructured environments, and collaborative robotic arms focus on repetitive, high-precision tasks [1] Group 2: Technological Innovation - The architecture employs spatiotemporal action block (ACT) predictive control model technology, which supports long-sequence task generation and low-latency control while consuming less computational power [2] - Yujian has achieved regular collaborative operations among multi-modal robots, covering essential factory processes such as material sorting, visual inspection, and precision assembly, providing flexible production solutions for industrial clients [2]

Core Insights - The article highlights the launch of two humanoid robots, DOBOT ATOM and DOBOT ATOM-M, by the company Yuejiang Robotics at the 2025 China International Industry Fair (CIIF) [1] - The company announced the achievement of collaborative and normalized operations for multi-modal general-purpose robots [1] Group 1 - The newly released humanoid robots, along with multi-legged robotic dogs and collaborative robotic arms, successfully completed a full range of tasks from material sorting and transportation to precision assembly on the "super factory" demonstration platform [1] - Yuejiang Robotics aims to address the manufacturing industry's demand for flexible production by evolving robots from single execution tools to intelligent agents with integrated perception, decision-making, and execution capabilities [1]

Financial Performance - Company reported total revenue of 5.667 billion yuan for the first half of 2025, a decrease of 10.09% year-on-year [1] - Net profit attributable to shareholders was -256 million yuan, a decline of 1008.99% year-on-year [1] - Gross margin improved to 29.41%, an increase of 11.94% year-on-year, while net margin was -4.76%, a decrease of 701.08% year-on-year [1] - Total receivables accounted for 4431.61% of the latest annual net profit, indicating a significant receivables issue [1] Business Model and Strategy - Company relies heavily on R&D and marketing for performance, with a historical median ROIC of 2.38%, indicating weak capital returns [2] - The company has established a "three disciplines and two institutes" R&D framework, focusing on key areas such as nuclear technology applications and digital information [5][6] - Company is actively involved in strategic emerging industries and aims to enhance its revenue from these sectors [6] R&D and Innovation - R&D investment for 2024 was 1.309 billion yuan, with 207 million yuan allocated in the first quarter of 2025 [4] - Significant achievements include the first intelligent security inspection system at Hong Kong Airport and a CT scanner for air cargo [5] - The company has developed a high-precision CT detection system for durian quality control, enhancing food safety [8] Debt and Cash Flow - Company has a cash flow situation that requires attention, with cash and cash equivalents to current liabilities ratio at 44.93% [3] - Interest-bearing debt has decreased by 12.90% year-on-year, indicating some improvement in debt management [1] Market Position and Future Outlook - Company is positioned as a technology application innovation platform within the China National Nuclear Corporation, focusing on nuclear technology and digital information [6] - The data element market is identified as a core strategic area, with plans to enhance capabilities in data processing and assetization [13][14] - The company aims to leverage its extensive data resources and processing capabilities to capture market share and drive profitability in the data element sector [15]

Core Insights - The 2025 World Robot Conference (WRC) has opened in Beijing, showcasing the launch of the new generation of embodied intelligent humanoid robot, DOBOT Atom II, which achieves millimeter-level multi-scenario operational capabilities and improved performance in upper and lower limb coordinated control, potentially accelerating the application of embodied intelligence technology across various fields such as industry, commerce, and research [1][7] Group 1 - DOBOT Atom II demonstrates high-precision assembly, flexible sorting, precise cooking, and interactive communication capabilities, able to perform complex tasks in confined spaces and execute fine operations through pressure sensing and autonomous decision-making technologies [2][4] - The robot's ability to smoothly and accurately pour popcorn into a box while interacting with the audience showcases its agile upper and lower limb coordination and instantaneous response speed, leading to audience remarks likening it to a real employee [4][5] - The multi-legged bionic robots and collaborative robotic arms presented alongside exhibit leading levels in load capacity, stability, and diverse operational scenarios, with the bionic robots able to maintain balance on four legs and lift objects close to five times their weight [5] Group 2 - The company has established a localized production and service network for humanoid robots, covering existing layouts in Europe, North America, and Southeast Asia, and has validated its embodied intelligent machines through global leading clients across various scenarios [7] - Over the past decade, the company has deployed more than 90,000 collaborative robots globally, with a sales network covering over 100 countries and regions, aiming to lower the barriers for training and deploying intelligent agents through a unified algorithm platform and open interfaces [7] - Industry experts believe the company, leveraging its application experience from manufacturing sites and its ability to implement solutions across all scenarios, is likely to maintain a leading position in the global embodied intelligence industry and enhance the role of China's robotics industry in the development of new productive forces [7]

Core Insights - The focus of humanoid robots has shifted from mere mobility to practical applications and deployment capabilities, with an emphasis on multi-robot collaboration and system integration [2][5][8] - The 2025 World Robot Conference showcases a significant change in the presentation logic, highlighting the ability of robots to be deployed in real-world scenarios rather than just demonstrating their capabilities [8][9] Group 1: Technological Advancements - The integration of multi-modal large models and embodied intelligence has significantly improved the stability of robots in perception, understanding, and execution [6] - The decline in hardware costs and the increased penetration of domestic components have made it possible for more products to be defined as SKUs and deployed in bulk [6][21] - Robots are now capable of receiving vague semantic instructions and autonomously completing tasks such as grasping and transporting, indicating progress from laboratory testing to pilot operations [20][22] Group 2: Market Trends - The number of participating companies and the focus on usable and replicable products have increased compared to 2024, with manufacturing, medical, and service industries becoming key areas for deployment [5][6] - The shift from showcasing technology to discussing pricing, delivery cycles, and maintenance mechanisms reflects the industry's movement towards commercialization and practical application [18][19] - The emergence of a clear mechanism for "scene + policy + enterprise linkage" has facilitated the testing and implementation of robots in various local settings [24][26] Group 3: Industry Applications - Humanoid robots are now being demonstrated in near-real work scenarios, performing tasks such as material handling and collaborative operations, moving away from being mere prototypes [9][11] - Service robots have become more focused on high-frequency, stable, and sustainable scenarios, such as retail and indoor delivery, indicating a shift towards practical applications [14][15] - The medical and rehabilitation robot sector is showing trends towards systematization and platformization, with robots being deployed in real healthcare settings [17] Group 4: Future Challenges - The next phase of robot deployment will focus on deepening scene penetration and maturing business models and operational systems [27][28] - Reliability issues remain a concern, as robots may face challenges in real-world environments due to factors like lighting and temperature [30] - The integration costs associated with seamlessly connecting robots to existing systems like WMS and MES can hinder deployment speed and scalability [31]

Core Viewpoint - The article highlights the launch of DOBOT Atom II, a humanoid robot by Yuejiang Technology, which is the first in China to achieve millimeter-level multi-scenario operational capabilities, showcasing advanced coordination and response speed in various applications [1][3][25]. Group 1: Product Features and Demonstrations - DOBOT Atom II demonstrated its capabilities by performing tasks such as sorting materials, serving popcorn, and cooking clay pot rice, indicating its potential applications in industrial, commercial, and home settings [3][7][13]. - The robot's ability to sort components with precision, achieving a tolerance of 0.1 millimeters, and its dual-arm coordination were highlighted during the material sorting demonstration [3][5]. - In a dynamic task of serving popcorn, DOBOT Atom II showcased its agility and precision, responding to audience interactions with gestures and conversation [7][9]. - The robot's cooking demonstration involved synchronizing actions to pour oil and operate a rice cooker, illustrating its autonomous decision-making capabilities based on cooking progress [13][30]. Group 2: Product Line and Technological Integration - Yuejiang Technology introduced a diverse range of robots, including bionic multi-legged robots and collaborative robotic arms, aimed at various applications across industries, commerce, and education [1][25][31]. - The multi-legged bionic robot demonstrated its ability to maintain balance and move through complex terrains, showcasing its load capacity and stability [15][18]. - The collaborative robotic arms are designed to learn and perform tasks such as serving ice cream and AI painting, indicating a focus on integrating advanced skills into everyday applications [18][23]. Group 3: Market Position and Client Base - Yuejiang Technology is positioned as the only company that has emerged directly from manufacturing, with a strong industrial foundation, having shipped 90,000 collaborative robotic arms and serving over 80 Fortune 500 companies [25][29][33]. - The company has established partnerships with leading global clients and research institutions, validating the applicability of its technology across various scenarios [29][30]. - The company aims to leverage its extensive sales network, covering over 100 countries, to accelerate the global deployment of its humanoid robots [29][33]. Group 4: Future Vision and Ecosystem Development - Yuejiang Technology is committed to building a comprehensive ecosystem for humanoid robots, focusing on an open platform that allows developers to create customized intelligent agents [30][31]. - The integration of various robotic forms and a unified algorithm base aims to break down hardware barriers and facilitate seamless task development [30][31]. - The company envisions a future where humanoid robots enhance productivity and quality of life, with the goal of having a reliable robotic partner for everyone [33].