公司是全球行业中少数拥有覆盖协作机器人开发整个环节的自有全栈技术的参与者之一，技术包括协作机器人设计与制造、关键部件开发、控制系统开发、关键算法制定与迭代、针对不同任务的多功能协作机器人部署以及AI 功能开发。根据灼识咨询，按2023 年的出货量公司在全球协作机器人行业中排名前二，在中国排名第一，全球市场份额为13.0%。Subscription suggestions:
The company is one of the leading companies specializing in the development, manufacture and commercialization of collaborative robots (commonly known as “collaborative robots”). Currently, the company provides 4 series of 27 collaborative robot models, which can meet a large number of usage scenarios in many fields such as manufacturing, retail, healthcare, STEAM education, and scientific research.
The size of the global collaborative robot market increased dramatically from US$466.6 million in 2019 to US$1039.5 million in 2023, with a CAGR of 22.2%. It is expected to reach 4950 million dollars by 2028, and a CAGR of 36.6% from 2023 to 2028. The growth rate of the global collaborative robot industry far exceeds the growth rate of the traditional industrial robot industry. It is expected that the spread of AI technology will further accelerate the adoption of collaborative robots in more use cases.
The company is one of the few participants in the global industry with its own full-stack technology covering the entire process of collaborative robot development. The technology includes collaborative robot design and manufacturing, development of key components, development of control systems, formulation and iteration of key algorithms, deployment of multi-functional collaborative robots for different tasks, and development of AI functions. According to Insight Consulting, according to the 2023 shipment volume, the company ranked in the top two in the global collaborative robot industry and ranked first in China, with a global market share of 13.0%.
From 2021 to 2023, the company's revenue was 0.174 billion yuan, 0.241 billion yuan, and 0.287 billion yuan (same below), gross profit was 88.08 million yuan, 98.22 million yuan, and 0.125 billion yuan respectively, gross margins were 50.5%, 40.8%, and 43.5% respectively, and net profit losses were 41.756 million yuan and 52.477 million yuan, respectively. 0.103 billion yuan. The first half of 2024 lost $59.883 million.
Based on the offer price, the company's listing valuation is about HK$75.2 to 8.32 billion, which is equivalent to 25 times PS in 2023, and is in the middle of the industry. The robot industry has broad future prospects, but currently the profit prospects are uncertain, so it is recommended to purchase carefully.
