SIASUN(SZ:300024) Ge Long Hui·2025-04-14 00:29Core Viewpoint - The investment by Shoucheng Holdings in Cloud Whale Intelligent signifies a strong recognition of the robotics sector and aims to enhance product iteration and global competitiveness [1][2] Investment and Ecosystem - The investment in Cloud Whale marks an expansion of Shoucheng Holdings' investment landscape in the robotics field, building a differentiated value network through its managed robotics fund [1] - The fund has strategically invested in various benchmark companies across verticals, including Yushu Technology and Yinhai General, forming a collaborative industrial landscape [1][3] - Shoucheng Holdings is not merely making financial investments but is engaged in a systematic ecological reconstruction within the robotics industry [2] Strategic Partnerships and Infrastructure - A partnership between Cloud Whale and Shoucheng Holdings led to the establishment of a 2,000 square meter immersive smart home experience showroom, enhancing market recognition through scenario-based displays [2] - The Rongsu Plaza project serves as a core hub for technology sourcing and industrial transformation, attracting high-tech enterprises and creating a bridge between technology and market [2][3] Addressing Industry Challenges - Shoucheng Holdings addresses common challenges faced by robotics companies, such as commercialization and market entry, by providing testing scenarios and commercialization channels [3] - The company’s actions are expected to foster synergies among invested enterprises, potentially leading to innovative service robot forms through technology integration [3] Comprehensive Service Model - The establishment of Beijing Shoucheng Robotics Technology Industry Co., Ltd. represents a shift from capital investment to industrial operation, focusing on sales agency, financing leasing, supply chain management, and industry consulting [4] - This model aims to lower the technological application barriers for SMEs, facilitating the commercialization of invested enterprises' products [4][5] Urban Integration and Growth - Shoucheng Holdings' practices contribute to a new paradigm of urban integration, accelerating enterprise growth through policy alignment, resource integration, and scenario openness [6] - The investment in Cloud Whale is a key piece in Shoucheng Holdings' robotics industry puzzle, with plans to replicate successful models across major regions in China [6] Industry Transformation - Shoucheng Holdings is redefining the value chain of the robotics industry, positioning itself as an ecosystem builder rather than a traditional capital provider [7] - The company's exploration efforts contribute valuable experiences to the broader narrative of "robots changing the world" [7]