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中坚科技鲍嘉龙:未来机器人落地场景大概率是家用to C优先
Xin Jing Bao· 2025-08-09 15:04
Core Viewpoint - The future of robotics is likely to prioritize consumer-oriented (to C) applications over industrial applications, with emotional and exchange value being as significant as cost considerations [2][4]. Company Insights - Zhongjian Technology has nearly 30 years of experience in production and overseas sales, establishing a flexible robot production line in Shanghai [2]. - The company's vision is to become a publicly listed robotics company with comprehensive technical capabilities across the entire machine lifecycle [2]. - The company is currently leveraging resources from both domestic and international giants, including technical guidance and product support from NVIDIA [2][3]. - The company has received some orders for its quadruped robots and aims to maintain quality control as production scales to tens of thousands of units [3]. Production Capacity - The current production capacity allows for over 10,000 units annually, with plans to increase production lines once the flexible production line is successfully tested [3]. - The time taken for production on a single line is measured in hours, indicating a potentially efficient manufacturing process [3]. Technical Challenges - The main challenges in the robotics market are application-related, while the technical difficulties lie in implementing advanced algorithms for navigation and autonomous driving [3]. - The company recognizes the rapid integration of large models and simulation technology with robotic hardware, although some features may need to be deprioritized for commercialization [3][4]. Market Trends - There is a growing focus on engineering-related programs in educational institutions, suggesting a potential surge in engineering talent in the next few years [4]. - The company believes that China may lead the global robotics sector, moving away from being a follower in industries like smartphones and automobiles [4].