SIASUN(SZ:300024) Xin Lang Cai Jing·2025-07-03 04:52Core Viewpoint - The investment by Shoucheng Holdings in Yushu Technology signifies a deepening strategic layout in the robotics industry, aiming to accelerate the construction of a comprehensive robotics ecosystem through a dual-driven model of "investment and operation" [1][2][3] Group 1: Investment Strategy - Shoucheng Holdings has completed an additional investment in Yushu Technology, a leading company in the field of embodied intelligence and industrial robotics, which holds nearly 70% of the global quadruped robot market share [1] - This follow-up investment reflects Shoucheng Holdings' confidence in Yushu Technology's technological strength and market prospects, providing robust capital support for product iteration and industry chain integration [1][2] - The investment strategy is divided into three phases: "investment entry," "operation co-construction," and "borrowing rivers to form seas," with the recent investment marking an upgrade from point to surface in the "investment entry" phase [2] Group 2: Operational Collaboration - In the "operation co-construction" phase, Shoucheng Holdings will leverage its rich scenario resources in urban asset management and smart parking to provide practical application scenarios for Yushu Technology, accelerating the commercialization process [2] - The company emphasizes a development model that integrates "holding shares, operation, and scenarios," enhancing its voice in the industry chain while providing operational empowerment to portfolio companies [2] - This model is expected to yield stable financial returns and enhance overall valuation through ecological synergy, optimizing the investment portfolio's yield structure during Yushu Technology's global expansion [2] Group 3: Industry Development - The strategic investment aligns with the accelerated development of intelligence and scenario-based applications in the global robotics industry, offering a new paradigm for systematic development in China's robotics sector [3] - The deep binding with Yushu Technology not only reflects the integration of capital and technology but also showcases the potential for co-building an industrial ecosystem [3] - With the addition of more high-potential enterprises and the expansion of application scenarios, Shoucheng Holdings is poised to become a value creator and ecological leader in the robotics industry, driving high-quality development [3]