Core Insights - The first Zhiyuan Robotics Partner Conference was held on August 21 in Shanghai, focusing on accelerating the commercialization of embodied intelligence and transitioning the industry from "technical exploration" to "scaled commercial application" [1] Group 1: Ecosystem Development - Zhiyuan Robotics aims to build a comprehensive ecosystem by 2025, positioning embodied intelligence as the next smart terminal after smartphones and automobiles [1] - The strategy includes mass production of general-purpose humanoid robots, creating a robust collaborative software and hardware platform, and expanding into industrial, commercial, and home scenarios [1] - Key initiatives for ecosystem co-construction involve open-source middleware (AimRT), datasets, and the "Lingqu OS" system, alongside an integrated strategy to promote industry collaboration [1][3] Group 2: Product and Technology Strategy - The CTO introduced a "1+3" full-stack technology strategy, which includes one robot body and three core intelligences: motion intelligence, interaction intelligence, and operation intelligence [2] - Three product series were showcased: Expedition A2 (the first globally certified commercial humanoid robot), Yuanshi G1 (industrial/commercial data tasks), and Lingxi X2 (an educational robot) [2] - The company is focusing on eight major application scenarios, providing scalable solutions across various industries [2] Group 3: Partnership and Resource Allocation - The 2025 partnership policy will tier high-end resources directly to quality partners, with a goal of deploying over 100,000 general-purpose robots in three years [3] - Zhiyuan Robotics is establishing a closed-loop value chain through strategic partnerships, optimizing component development and production while enhancing robot performance and quality [3] Group 4: Supply Chain and Investment Strategy - Several listed companies are involved in Zhiyuan's ecosystem, covering key components such as actuators, sensors, AI models, and assembly [4] - Investment strategies include following the supply chains of leading robot manufacturers, with specific focus on companies like Lianyi Zhizao and Green Harmonic [4] - The market outlook suggests a potential shift in focus towards Tesla's supply chain following the release of Optimus V3 in Q4 2025 [4]