Core Viewpoint - The signing of a global order for 10,000 humanoid robots marks a significant milestone in the humanoid robot industry, demonstrating the practical application of embodied intelligent humanoid robots in real-world scenarios [1] Company Role and Advantages - The company is the final delivery party for the 10,000 humanoid robots, focusing on the application in family care scenarios, leveraging its "Horizon Cloud Brain" technology for end-to-end application [3] - The company possesses significant technological advantages in hardware, particularly in flexible intelligent joints, which are crucial for the practical application of humanoid robots [3] Industry Impact - The order is expected to drive substantial commercialization in the embodied intelligent robot industry, moving beyond the verification stage to practical, scalable applications [4] - The company's ability to integrate cloud capabilities with practical applications positions it as a leader in the vertical and scalable application era of the humanoid robot industry [4] Future Strategic Directions - Family care is one of the key application areas, with the order indicating successful vertical application case studies, while the company is also pursuing applications in security patrol, medical testing, and education [5] - The company has secured additional orders in the medical sector and is collaborating with Huawei for cloud technology and infrastructure support, enhancing the foundation for large-scale applications [5][6] Project Developments - The company has received an order for 1,000 units of its "Tonghong" robotic dog, aimed at various patrol scenarios, showcasing its capability in different environments [6] - The collaboration with Meinian Health involves a large-scale order for intelligent medical testing services, with contracts nearing completion for demonstration applications [6]