Core Viewpoint - The company aims to produce approximately 1,000 humanoid robots this year, with a long-term goal of scaling production to 5,000 to 10,000 units by next year, as stated by the CEO Zhou Jian [2][11]. Financial Performance - In 2024, the company achieved a revenue of 1.305 billion RMB, representing a year-on-year growth of 23.7%, while the net loss narrowed to 1.16 billion RMB, an 8.3% improvement compared to the previous year [3]. - The company’s revenue structure shows that consumer-grade hardware, which includes products like smart cat litter boxes, accounted for 36.5% of total revenue, leading to a decline in overall gross margin to 28.7% [4][9]. Product Structure and Business Segments - The company’s main business segments include consumer-grade robots and other hardware (4.77 billion RMB, 36.5% of revenue), educational intelligent robots (3.63 billion RMB, 27.8%), logistics intelligent robots (3.21 billion RMB, 24.7%), and customized intelligent robots (1.41 billion RMB, 10.8%) [7][8]. - The consumer-grade robot segment has outperformed the previously dominant educational segment, with a growth rate of 88.1% [8][9]. Research and Development - The company invested 478 million RMB in R&D, accounting for 36.6% of revenue, but humanoid robot-related revenue only constituted 10.8% of total income [5][10]. - The company plans to reduce the bill of materials (BOM) cost for humanoid robots by 30% to 40%, with current costs under 500,000 RMB and sales prices around 1 million RMB [12]. Future Outlook - The company anticipates achieving breakeven for humanoid robots in approximately two years, focusing on establishing a solid industry presence rather than immediate profitability [10][12]. - A new emotional companion humanoid robot is in development, targeting the consumer market, with positive initial feedback from internal testing [3][13].
广东机器人“七剑客”优必选亮出目标：今年生产约1000台人形机器人