SIASUN(SZ:300024) Jing Ji Guan Cha Wang·2025-05-16 07:05Core Insights - Suzhou Shihang Intelligent Technology Co., Ltd. has completed a total financing of 50 million yuan in Angel+ and Pre-A rounds, attracting significant industry attention due to its investor lineup [1] - The company focuses on underwater general-purpose robots and intelligent equipment, with a core team of technical experts from prestigious universities, indicating strong technical capabilities [2] - The investment from leading firms reflects a strategic shift in capital towards specialized segments of the robotics industry, particularly underwater robotics [6] Company Overview - Shihang Intelligent was established in 2023 and specializes in the research, production, and sales of underwater robots and intelligent equipment [2] - The company's main products target scenarios such as underwater cleaning and marine engineering, achieving commercial viability [2] - The founder, Chen Xiaobo, has a strong background in engineering and has received multiple accolades, indicating a high level of expertise within the team [2] Investment Dynamics - The lead investor, China Merchants Qihang Capital, aligns its investment strategy with the broader business of China Merchants Group, leveraging synergies in shipping and port operations [3] - The investment from金沙江创投 marks a notable contrast to its previous stance on humanoid robots, suggesting a more pragmatic investment approach focused on practical applications [3][6] - Cloudze Capital highlights the team's systematic capability in understanding customer needs, which is a significant advantage in the market [3] Market Trends - The humanoid robot sector faces challenges such as technological maturity and a lack of commercial applications, which have led to a reevaluation of investment strategies [4] - In contrast, the underwater robotics market is experiencing structural opportunities driven by changes in international trade and stricter environmental regulations [5][7] - The global marine robotics market is projected to exceed 10 billion USD by 2030, with underwater operation robots accounting for over 60% of this market [7] Strategic Implications - The shift in capital focus from humanoid robots to underwater robotics reflects a broader trend towards value-driven investment in the robotics sector [6] - Shihang Intelligent's technology and market expansion capabilities align with the investment preferences for "hard technology," indicating potential for future growth [7] - The company's mission to enhance capabilities in military and emergency applications positions it well within the context of national strategies for marine development [7]