SIASUN(SZ:300024) Zhong Guo Jing Ying Bao·2025-08-15 14:11Core Points - The conflict between the investors and the founder of Berante Robotics has intensified, with a proposal to increase the general manager's salary to 2 million yuan being rejected by the board [1][5] - A public letter from the investment firm, Junlan Investment, accused the founder, Yin Rongzao, of misappropriating company funds and called for his removal from the board [1][3] - The recent announcement regarding the dissolution and liquidation of the "Rongzao No. 1 Fund" has led to a significant change in the company's control structure, weakening Yin Rongzao's influence [1][4] Company Governance - Junlan Investment has proposed to "remove Yin Rongzao and rebuild governance order," planning to hold a temporary shareholders' meeting to amend the company’s articles of association and strip him of board control [2] - The transfer of shares from the Rongzao No. 1 Fund to all partners indicates a critical phase in the power struggle between investors and the founder, potentially leading to management turmoil in the short term but possibly improving governance in the long run [2][4] Financial Performance - Berante Robotics reported a revenue increase of 37.16% in 2024, but its net profit plummeted by 64.73% to -44.69 million yuan, indicating severe financial distress [8] - The company has faced significant challenges, including intensified competition in the industrial robotics sector, insufficient product innovation, and high operational costs [8][9] Future Recommendations - Experts suggest that Berante Robotics should focus on restructuring its governance, enhancing research and development capabilities, and exploring strategic partnerships to improve its financial situation and market position [9][10]