Core Insights - The domestic embodied intelligence sector is witnessing significant commercial acceleration, marked by multiple billion-level orders, indicating a shift from technology validation to large-scale application [1][2][3] Group 1: Recent Developments - Zhiyuan Robotics has announced a strategic cooperation with Longqi Technology, resulting in a multi-billion yuan order for the Zhiyuan Spirit G2 robot framework [1] - Yuanli Infinite Robotics signed a strategic cooperation agreement with Shihua Cultural Tourism Group, with a project amounting to 260 million yuan [1][2] - The total order volume for Zhiyuan Spirit G2 robots is close to a thousand units, showcasing the commercial value of embodied robots [2] Group 2: Market Trends - The market for embodied intelligence is expected to reach 5.295 billion yuan by 2025, accounting for approximately 27% of the global market [4] - The humanoid robot market is projected to reach 8.239 billion yuan by 2025, representing about 50% of the global market [4] Group 3: Industry Dynamics - The integration of AI models with robotics is enhancing autonomous decision-making and environmental adaptability [3] - The positive cycle of expanding demand, reducing costs, and widespread application is driving the industry forward [3] - Companies are actively positioning themselves across various segments of the supply chain, including core components and scene integration [5][6] Group 4: Strategic Initiatives - Companies are forming strategic partnerships to enhance their competitive positioning in the industry [6] - The focus is on commercial scenarios with high maturity, such as industrial inspection and retail services, to align technology with market needs [7] - Emphasis is placed on developing core technologies like dexterous hands and multi-modal interaction algorithms to convert technological value into commercial success [7]

智通财经（www.thepaper.cn）记者注意到，龙旗科技也是智元机器人股东之一。在智元机器人今年3月 完成的由腾讯领投的B轮融资中，龙旗科技也是参与方之一。天眼查显示，龙旗科技目前持有智元机器 人0.7394%的股权。 今年下半年以来，国内具身智能机器人领域亿元级订单的落地节奏加快。 10月9日，智元机器人宣布与全球智能产品ODM头部企业上海龙旗科技股份有限公司（下称"龙旗科 技"，603341.SH）就工业场景的具身智能机器人应用开展深度战略合作，龙旗科技下达数亿元金额的智 元精灵G2机器人框架订单。 智元机器人称，此次合作共将部署近千台机器人，是目前国内工业具身智能机器人领域最大订单之一。 对于拿下此份大单，智元称G2"凭借其灵活复用，快速换型，规模化复制等柔性核心优势"。 据介绍，智元精灵G2前期重点应用于平板产线，实现具身智能机器人在消费电子组装制造场景批量落 地。精灵G2将在柔性抓取、多工位协同、产线数据联动等环节发挥强大的AI交互和协同功能，以高品 质，稳定的智造能力，推动产线运营效率跨越式提升。 从产业视角来看，双方认为此次合作不仅以近千台的订单印证了具身机器人的商业价值，更是率先破 题" ...

据悉，智元精灵G2前期重点应用于平板产线，实现具身智能机器人在消费电子组装制造场景批量落 地。与此同时，龙旗科技今日盘中持续上涨，截至发稿，涨6.98%，报51.35元/股。 10月9日，据"智元机器人"公众号消息，智元机器人与龙旗科技正式官宣，双方就工业场景的具身智能 机器人应用开展深度战略合作，龙旗科技下达数亿元金额的智元精灵G2机器人框架订单。此次合作共 将部署近千台机器人，是目前国内工业具身智能机器人领域最大订单之一。 ...

国证机器人产业指数聚焦人形机器人核心环节，相关个股合计权重近八成，"人形含量"在ETF跟踪指数 中位居第一。机器人ETF易方达（159530）最新规模达133亿元，再创成立以来新高，可助力投资者便 捷布局人形机器人产业链龙头。 （文章来源：每日经济新闻） 中信建投证券表示，当前Optimus三代样机发布及量产节奏指引积极，国产链条订单出货、资本化运作 表现积极；市场整体流动性宽松下，看好机器人重回科技成长配置主线。 机器人产业催化近日又迎多重催化。专注于人形机器人整机的Figure宣布，其最新型号的Figure 03即将 于当地时间10月9日发布，灵巧手功能有望提升；特斯拉计划于2025年底推出Optimus第三代，2026年正 式量产。 国内方面，阿里巴巴通义千问技术负责人组建内部机器人AI团队，又一巨头入局；智元机器人与龙旗 科技正式官宣，双方就工业场景的具身智能机器人应用开展深度战略合作，龙旗科技下达数亿元金额的 智元精灵G2机器人框架订单，预计将部署近千台机器人。 ...