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王兴兴,谈宇树上市意义!
Xin Lang Ke Ji·2025-08-09 08:13

Core Insights - The interview with Wang Xingxing, founder of Yushu Technology, discusses the future of robotics, particularly humanoid robots, and the company's strategic direction in the global market [1][20]. Group 1: Company Strategy and Market Position - Yushu Technology emphasizes the importance of product quality and customer experience as fundamental to competing in both domestic and international markets [2][3]. - The company has seen significant growth in customer purchases of humanoid robots, indicating a developing ecosystem that includes rental markets and secondary developers [5][15]. - The company aims to lower the price of its humanoid robots to increase accessibility, with the new model R1 priced at 39,900 yuan, down from 99,000 yuan for the previous model G1 [4][14]. Group 2: Technological Development and Challenges - The company acknowledges the rapid advancements in AI and robotics but highlights the need for breakthroughs in embodied AI models to achieve significant progress [7][8]. - Current technological limitations include the need for better hardware and the challenge of aligning data collected with real-world applications [9][13]. - The company is cautious in its investment in AI models, focusing on achieving high success rates with fewer data inputs [10][9]. Group 3: Future Trends and Market Growth - The global humanoid robot market is expected to double in annual shipments, with potential for exponential growth if significant technological breakthroughs occur [19]. - Yushu Technology has been focusing on international markets since 2018, with approximately 50% of its revenue coming from overseas [15][20]. - The company is preparing for an IPO, viewing it as a step towards more mature management and operational practices [20][21].