Core Insights - Jinsha River Ventures is shifting focus from humanoid robots to underwater robots, indicating a clearer commercial path for the latter [1][2] - Suzhou Shihang Intelligent Technology Co., Ltd. has successfully raised 50 million yuan in angel and Pre-A rounds, attracting significant investment from various firms [1][2] - The underwater robot market is projected to grow rapidly, with China's market expected to exceed 40 billion yuan by 2027, driven by demand in multiple sectors [3][4] Company Overview - Shihang Intelligent was founded on May 26, 2023, and specializes in the research, development, production, and sales of underwater robots and intelligent unmanned equipment [1][2] - The company has over 180 intellectual property rights related to underwater robots and intelligent vessels, showcasing its strong R&D capabilities [2] - CEO Chen Xiaobo has a notable background, including awards for his contributions to defense technology and robotics [1][2] Market Potential - The global underwater robot market is expected to surpass $12 billion by 2024, with a high compound annual growth rate anticipated in the coming years [3] - China's underwater robot market is experiencing rapid growth, with projections indicating a compound annual growth rate of 25% from 2021 to 2027 [3][4] - The primary applications for underwater robots include exploration, maintenance, and environmental monitoring, addressing the needs of aging offshore platforms and infrastructure [2][3] Product Types - Underwater robots are categorized into remotely operated vehicles (ROVs) and autonomous underwater vehicles (AUVs), each serving distinct operational roles [4] - ROVs are controlled from the surface and are widely used in various underwater applications, while AUVs operate independently, performing tasks without external control [4] Competitive Landscape - The global underwater robot market is currently dominated by Western manufacturers, presenting significant opportunities for domestic companies to capture market share [4] - Major global players include Oceaneering, Kongsberg Maritime, Lockheed Martin, SAAB Group, and TechnipFMC, which collectively hold about 52% of the market [4] - Shihang Intelligent aims to enhance China's self-sufficiency in high-end marine engineering equipment, currently at less than 5% [4]
“批量退出人形机器人”的朱啸虎,盯上水下机器人赛道!