首程控股赵天暘:机器人基金投资账面价值增值超3倍
Xin Lang Ke Ji·2025-05-05 04:19

Group 1 - The core viewpoint of the article highlights the strategic focus of Shou Cheng Holdings on the robotics sector, emphasizing long-term investment and growth alongside quality enterprises rather than seeking short-term exits [2][3] - The chairman of Shou Cheng Holdings, Zhao Tianyang, stated that the current value of the fund has increased over three times, with some projects achieving returns as high as ten times [2] - Zhao Tianyang predicts that the robotics industry will require time to mature, particularly for humanoid robots to enter household scenarios, which may take 5-10 years, while large-scale applications in disaster relief and industrial automation are expected within the next 3-5 years [2] Group 2 - Shou Cheng Holdings plans to invest in over ten selected robotics companies annually through its fund platform in the next 2-3 years, focusing on three main areas: specialized robots for vertical innovations in fields like healthcare and industry, core supply chain technologies such as joint modules and sensors, and consumer-grade robots for emotional companionship and household services [3] - The company aims to become an ecological platform that deeply integrates technology with various scenarios, leveraging its real estate assets and fund-held infrastructure to create natural environments for robot applications and data collection [3] - This integration is described as a mutually empowering process, where the introduction of robots enhances the level of intelligence in existing spaces while providing broader application platforms for the robots themselves [3]