Core Insights - The first partner conference of Zhiyuan Robotics was held in Shanghai, showcasing its products and technology to partners and stakeholders [1][2] - CEO Deng Taihua delivered a 29-minute closed-door speech outlining the company's comprehensive layout in products, technology, business, ecology, and capital [2] Product and Market Strategy - Zhiyuan Robotics aims to achieve a shipment target of 10,000 units by 2026, with expectations of several thousand units shipped this year and tens of thousands next year [3][4] - The company plans to shift its sales strategy to prioritize partnerships, targeting 70% of sales through partners by next year, with the remainder from online sales [5] Financing and Investment - Deng stated that the company is in a strong position to secure funding, with a focus on maintaining cash flow for three years without revenue [6] - Zhiyuan recently announced a strategic investment from LG Electronics and Korea Future Asset Group, and plans to initiate a new round of financing by the end of the year [6] - The company has established a joint investment fund with Hillhouse Capital, with a scale of several hundred million yuan [6] Collaboration and Partnerships - Over the past year, Zhiyuan has formed joint ventures with over ten listed companies to explore application scenarios for embodied intelligence [8] - The partnerships include collaborations with leading companies that have application scenarios, technology service firms, and technical expert companies to enhance product capabilities [9] Application Scenarios - Zhiyuan has identified seven key application scenarios for embodied intelligence that can be implemented this year, including exhibition reception, entertainment performance, box transportation, research education, logistics sorting, data collection training, and commercial cleaning [11] Industry Context - The acquisition of A-share listed company Aowei New Materials has sparked discussions about the company's listing path, which some view as a shortcut [13] - The company emphasizes the need for innovation across various dimensions, including technology, application, collaboration models, and capital, aligning with national support for new industries [14] Event Participation - Zhiyuan Robotics did not participate in the recent "2025 World Humanoid Robot Games," citing resource consumption and a focus on showcasing practical applications in customer scenarios [15]

文｜王方玉 编辑｜苏建勋 8月21日，智元机器人首届合作伙伴大会在上海举行，鲜少公开露面的智元创始人、董事长兼CEO邓泰华出席会议，并携众高管一同亮相。 进入会场，智元的远征A2就化身迎宾大使对参会人员招手，四足机器狗D1穿梭在会场执行迎宾、巡检等任务。三楼的展示区则展示了智元机器人目前切 入的七大落地场景，包括展厅接待、料箱转运等。百台机器人亮相供参会者体验。 大会俨然成为了智元产品、技术实力的一场"秀台"，意在向合作伙伴展示自身实力。 以"底线思维"规划现金流 △图源：企业授权 《智能涌现》了解到，这场合作伙伴大会吸引了近2000名合作伙伴报名，但最终由于场地限制，仅小几百家合作伙伴和股东被邀请到场。 面对合作伙伴和股东，邓泰华"关起门来说话"，用长达29分钟的闭门演讲汇报了智元从产品、技术、商业、生态、资本等全方位的布局。 智元高管们在会议内外的发言，也全方位披露了智元的所做和所想，直接或间接回应了外界对这家具身智能明星公司的质疑。 出货量目标为先，2026年将有万台出货 邓泰华在演讲中指出，具身智能行业具有头部聚集效应，出货量大的企业就是头部。因而智元把出货量作为一个主牵引方向，兼顾出货质量（即在大B ...