Core Insights - Lingyi Zhi Zao officially announced its entry into the embodied intelligent hardware manufacturing sector, transitioning from a consumer electronics manufacturer to a full-chain hardware service provider for robotics [2] - The company aims to become one of the top three global manufacturers in the embodied intelligent hardware space, focusing on a "core components + hardware services + application implementation" strategy [2][3] - The chairman emphasized that humanoid robots will be the next disruptive hardware platform following smartphones and electric vehicles, indicating a significant growth potential in this industry [2] Company Strategy - Lingyi Zhi Zao is leveraging its long-term manufacturing capabilities and automation experience to enter the humanoid robot hardware market, with a dual focus on "hardware + data" for market penetration [3] - The company has established production lines for key components such as lead screws, reducers, bionic arms, and joint modules, showcasing several self-developed robot products at the launch event [3] - The "robot slimming center" has significantly reduced overall machine costs through a comprehensive global manufacturing capability that integrates multiple processes [3] Industry Positioning - Lingyi Zhi Zao has a global footprint with 58 manufacturing bases, providing a complete capability chain from material research and component processing to final assembly [5] - The company is not betting on a single robotics company but aims to act as a bridge across the industry chain, collaborating with leading enterprises and offering customized modules and scene services [5] - The humanoid robot industry is expected to reach a market size of trillions in the next decade, with Lingyi Zhi Zao focusing on hardware standardization and accelerating industry collaboration [5] Future Outlook - By around 2027, embodied intelligence is projected to become the company's third revenue curve, driving a closed-loop industry across materials, modules, complete machines, and applications [5] - The company is positioning itself as a foundational platform for standards, collaboration, and manufacturing in the evolving landscape of the "human-machine integration" industrial revolution [5]