露笑科技加速“跨界”,欲三年销售百万台机器人

Group 1 - The core point of the article is that Luxshare Technology has signed a strategic cooperation agreement with Kepler Robotics and a leading domestic cross-border e-commerce company, aiming to sell at least 1 million units of various products in the European and American markets from 2026 to 2028 [1][2] - The collaboration will focus on the supply chain of household embodied AI service robots, AI embodied model algorithms, and market expansion in the US and Europe [1] - Following the announcement, Luxshare Technology's stock price surged to a limit-up of 10.81 yuan, with a market capitalization of 20.79 billion yuan [2] Group 2 - Luxshare Technology's main business includes high-altitude operation equipment, photovoltaic power generation, enameled wire, and silicon carbide [2] - The company has been developing its aerial work platform business towards automation in robotics, and this entry into the embodied robot field is seen as a way to strengthen industry chain collaboration [2] - Ningbo Junwu, a subsidiary of Luxshare Technology, specializes in smart home service robots and has established a replicable and sustainable product incubation and operation system [2] - Kepler Robotics focuses on the research, production, and application ecosystem of general humanoid robots, possessing leading technological advantages in AI embodied intelligence [2] - The anonymous cross-border e-commerce partner has extensive experience in clean appliances and small home appliances, with strong channel advantages in North America and Europe [2] Group 3 - Recently, Luxshare Technology announced a joint development of a new generation of household AI embodied robots with VLA (Visual-Language-Action) autonomous mobility and multimodal interaction capabilities [3] - Despite the promising outlook for the robotics sector, Luxshare Technology faces challenges, as evidenced by its financial performance [3] - In the first half of this year, Luxshare Technology reported a revenue of 1.752 billion yuan, a year-on-year decline of 7.73%, and a net profit attributable to shareholders of 150 million yuan, down 16.68% year-on-year [3]