2025年10月29日，越疆机器人（2432.HK）与业内领先的现代化高精密制造企业——瑞德丰精密技术股 份有限公司正式签署具身智能机器人采购合同。瑞德丰将向越疆采购总金额超8050万元，包含人形机器 人及具身智能协作机器人在内的产品与解决方案，深化具身智能机器人在高端精密制造等工业场景的融 合与规模化应用。 越疆具身智能机器人作为本次合作的核心产品，将推动新能源精密制造流程的智能化升级。此举标志着 越疆成为业内首家将包含人形机器人在内的具身智能机器人正式引入新能源精密制造核心场景的企业， 实现具身智能机器人商业化应用落地的关键突破。 在本次引入的具身智能机器人系列中，新一代人形机器人和具身智能协作机器人将承担智能产线中的关 键任务，重点负责产线高精度组装、复杂物料流转与柔性产线协同等环节，在多任务、高交互场景中展 现其产品技术优势。双方将共同构建以越疆"人形+轮式+多足+机械臂"多形态具身智能机器人为基础的 新能源智能制造解决方案。 行业分析指出，此类合作已超越传统设备采购范畴，是领先制造企业在"新质生产力"布局中的战略投 入。越疆具身智能机器人凭借其产品技术优势与场景适应性，正快速成为制造业智能化升级中的 ...

Group 1 - Manufacturing is a crucial pillar of the national economy, and maintaining a reasonable proportion of manufacturing is essential for advancing Chinese-style modernization [1][2] - The focus is on developing the real economy, promoting new industrialization, and enhancing advanced manufacturing through high-end, intelligent, and green development [1][2] - The bearing industry, described as the "joints" of industry, significantly impacts equipment manufacturing capabilities and national industrial levels [1] Group 2 - The Luoyang Bearing Group, with over 70 years in bearing manufacturing, is transitioning towards high value-added and high reliability products, supported by technological innovation [2] - The integration of digital and intelligent technologies is accelerating the transformation and upgrading of traditional industries, as seen in the real-time data transmission at Benxi Steel's cold-rolled plant [2] - The number of intelligent factories in China has exceeded 30,000, covering over 80% of major manufacturing sectors, driving quality and efficiency improvements [3] Group 3 - High-tech manufacturing profits increased by 9.0% in the first four months of the year, outpacing the average growth rate of all industrial enterprises by 7.6 percentage points [4] - The government emphasizes expanding domestic demand and implementing policies to support industrial development, aiming to optimize industrial structure and foster emerging industries [4]