SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-10 01:48Core Viewpoint - The interview with the CEO of Yushu Technology highlights the company's strategy to release low-cost robots to increase shipment volume and establish a user and development ecosystem [2][4]. Group 1: Product Strategy - The release of a low-priced robot at 39,900 yuan aims to boost shipment volume and create a user ecosystem [2][4]. - The company believes that current robot hardware is sufficient, although improvements can still be made [2][7]. - The CEO emphasizes the importance of product quality, pricing, and customer experience in a competitive market [3][11]. Group 2: AI and Robotics Development - There are significant limitations in embodied AI, which has not yet reached a critical breakthrough similar to the "GPT moment" [2][7]. - The alignment of AI data with actual operational conditions remains a challenge, and small teams may still achieve breakthroughs in embodied AI [2][6]. - The company aims to enhance the capabilities of embodied AI models to achieve more human-like interactions and tasks [6][8]. Group 3: Market Position and Future Outlook - Yushu Technology has a high overseas market share and has been focusing on global cooperation since 2018 [2][12]. - The company has seen rapid growth in sales of humanoid robots, with a significant market presence [11]. - The CEO views the upcoming IPO as a critical step in the company's growth and a reflection of its nine years of effort [2][15]. Group 4: Application Scenarios - The company sees performance and entertainment as easier application scenarios for robots, while practical applications in homes and factories are still developing [10][14]. - The goal remains to enable robots to perform valuable work and enhance productivity, despite current limitations [14]. Group 5: Management and Coordination - The company is expanding its workforce and emphasizes the need for efficient management to coordinate multiple product lines [13]. - The CEO believes that effective management is crucial for the company's development and attracting talent [13].