SIASUN(SZ:300024) Ge Long Hui·2025-04-23 00:39Core Viewpoint - The announcement of a 3 billion yuan robot procurement plan by Beijing Robot Leasing Company aims to enhance the application of robots in various sectors such as education, healthcare, landscaping, and elderly care, marking a significant step towards high-quality development in the robotics industry and addressing the "last mile" challenge in product implementation [1][6] Group 1: Rental Model Breakthrough - Beijing Shoucheng Robot Technology Industry Company is expected to generate revenue within this year, with rental services being a key business that facilitates the connection between supply and demand in the robotics industry [2] - The rental model reduces the high initial purchase costs of robots into lower service fees, enabling small and medium enterprises and cost-sensitive users to adopt necessary robotic equipment more quickly [2] - As a centralized procurement entity, the rental company can provide stable orders to robot manufacturers, helping them achieve economies of scale and lower marginal production costs [2] Group 2: Ecosystem Construction - The robotics ecosystem established by Shoucheng Holdings is not merely a capital accumulation but a competitive barrier built through a threefold loop of "investment-scenario-service" [3] - The company has invested in several leading robotics firms across key sectors, including humanoid robots and medical robots, with notable investments in Yushu Technology and Wanxun Technology, which are expected to yield significant returns [3] - The operational assets of Shoucheng Holdings serve as ideal testing grounds for technology validation, enhancing operational efficiency in various applications, such as automated charging robots in major airports [4] Group 3: Conclusion - The 3 billion yuan procurement plan represents a systematic attempt at commercializing technology, revealing the deeper logic of hard technology implementation [6] - The model emphasizes a restructured industrial chain through systematic thinking, where rental economics resolve supply-demand conflicts, real scenarios replace laboratory validations, and ecological collaboration breaks industry silos [6] - The value of infrastructure is redefined as not just passive assets but as drivers of industrial upgrades, indicating that the future of China's robotics industry may belong to "system-level players" who excel in both technological breakthroughs and ecosystem integration [6]