36氪出海·行业｜从仓库到产线，中国机器人“搬动”世界

Core Insights - The autonomous mobile robot (AMR) market is rapidly expanding, driven by global supply chain shifts and rising labor costs, with a projected market size of 162.1 billion RMB by 2029, reflecting a compound annual growth rate (CAGR) of 33.1% [2][9] Group 1: Geek+ - Geek+ is the largest global provider of warehouse fulfillment AMR solutions, having maintained this position for six consecutive years [3][5] - The company went public on the Hong Kong Stock Exchange, achieving the highest fundraising record for a robotics company in Hong Kong [3] - Geek+ has deployed over 30,000 AMRs globally, with revenues of 1.452 billion RMB, 2.142 billion RMB, and 2.409 billion RMB for 2022, 2023, and 2024 respectively [5] - The company serves approximately 806 end customers, including 63 Fortune Global 500 companies, with a repurchase rate of 74.6% [5][6] - Over 70% of Geek+'s revenue comes from markets outside mainland China, with operations in over 40 countries [5][6] Group 2: Seer Robotics - Seer Robotics, established in 2020, focuses on the core control systems for robots, ranking first in global sales of robot controllers by 2024 [13][15] - The company has a diverse product line, including robot controllers, software for intelligent scheduling, and a range of robots [15][16] - Seer Robotics has expanded its international business since 2021, with revenues from outside China growing from 16.4 million RMB in 2022 to 49.2 million RMB in 2024 [16] - The global intelligent robot market is expected to exceed 277.8 billion RMB in 2024, with a projected CAGR of 20.6% until 2029 [16] Group 3: Standard Robots - Standard Robots, founded in 2016, is a leading provider of industrial intelligent mobile robot solutions, particularly in the 3C and automotive sectors [18][21] - The company has a strong focus on R&D, with R&D expenditures accounting for 33.5%, 32.8%, and 29.5% of total revenue from 2022 to 2024 [21][22] - Standard Robots has been expanding its international market presence since 2019, with sales outside mainland China increasing from 10.2% in 2022 to 24.1% in 2024 [21] - The company plans to use funds from its upcoming IPO for R&D, sales network expansion, and production capacity development [22]