On November 5, during an on-site visit, Lingyun Light announced that the company is in discussions with leading manufacturing clients about an integrated solution combining "embodied intelligence data collection and robotic systems" to support their intelligent production and inspection needs. Currently, the revenue from embodied intelligence-related business remains relatively small and has no material impact on the company's operating performance for the period, with future progress subject to uncertainty. Regarding rumors that "Google placed a large OCS order with Polatis and the company manufactures it on an OEM basis," the company clarified that these claims are untrue. Lingyun Light serves only as Polatis's agent in China and Southeast Asia, responsible for market development, sales, and customer service, and is not involved in production or OEM manufacturing. In terms of business progress, OCS has secured small-batch orders in automated testing scenarios from domestic optical module and optical device manufacturers. However, large-scale application of OCS in data centers depends on network architecture upgrades, and broader adoption in the domestic market will still take time.
