Core Insights - The industrial robot price war in China has led to profit margins dropping below 15%, while customers are increasingly demanding smarter, more stable, and more tailored solutions [1] - Efort's recent announcement of acquiring 10.16 million square meters of industrial land for a "robot super factory and global headquarters project" signifies a strategic move to break through the competitive landscape by focusing on "technology foundation + large-scale manufacturing" [1][2] Group 1: Strategic Location and Timing - Efort's new facility is located in Wuhu, which is its operational base, benefiting from a complete industrial chain that includes core components and system integration, thus reducing logistics and collaboration costs [3] - The domestic industrial robot sales exceeded 300,000 units in 2023, but the localization rate for high-end six-axis robots remains below 30%, indicating a significant market opportunity for Efort to capture high-end customized orders [3] - The super factory will not only expand physical space but also upgrade production models, incorporating digital production lines and flexible manufacturing units to enhance efficiency and reduce costs [3][8] Group 2: Technological Foundation - The "intelligent robot general technology foundation" project, which received a 50 million yuan subsidy, aims to address common industry challenges such as scene adaptation, flexible control, and ecological collaboration [4][5] - This technology foundation serves as the underlying operating system for robots, facilitating quicker adaptation to various production scenarios and improving interoperability among different systems [4] Group 3: Comprehensive Development - The project will include a research and development center focused on core technology innovation, a production base utilizing advanced automation, a display center for showcasing products, and a service center for comprehensive customer support [8] - Efort's strategy shifts from merely selling robots to providing intelligent production line solutions, enhancing customer efficiency and cost reduction, which is crucial for standing out in a competitive market [8]

Core Viewpoint - The company, Evert (688165), announced that its subsidiary, Qizhi (Wuhu) Intelligent Robot Co., Ltd., has passed the acceptance assessment for the third phase of the "General Technology Base for Intelligent Robots" project and has received approval for a subsidy of 50 million yuan for this project [1] Summary by Relevant Categories Company Developments - Evert's subsidiary, Qizhi Robot, has successfully completed the third phase acceptance assessment of the "General Technology Base for Intelligent Robots" project [1] - The company has been approved to receive a subsidy of 50 million yuan for the project [1] - As of the announcement date, the subsidy funds have not yet been received [1]

格隆汇8月7日丨埃夫特(688165.SH)公布，近期，公司控股孙公司启智（芜湖）智能机器人有限公司 （以下简称"启智机器人"）承担的"智能机器人通用技术底座"项目第三期验收考核通过，启智机器人于 近日收到"智能机器人通用技术底座项目"第三期验收补助资金人民币5,000万元的批复。截至本公告披 露日，上述补助资金尚未到账。 ...