SIASUN(SZ:300024) Nan Fang Du Shi Bao·2025-09-17 08:39Core Viewpoint - The capital frenzy in the robotics sector is being propelled to new heights by the footsteps of new entrants, with Leju (Shenzhen) Robot Technology Co., Ltd. changing its name to Leju Intelligent (Shenzhen) Co., Ltd. to align with its strategic development needs, potentially signaling its intent to pursue an IPO [2][3] Group 1: Company Developments - Leju's name change is seen as a precursor to its IPO ambitions, intensifying the competition among companies in the robotics sector [3] - The company has a strong foundation, with its founders and core team originating from Harbin Institute of Technology, and has attracted significant investment since its establishment in 2016 [4] - Leju has successfully delivered 100 robots in 2024, with a 200% year-on-year increase in order volume in Q1 2025, and plans to deliver around 1,000 robots this year [4][9] Group 2: Market Dynamics - The race to IPO is heating up, with companies like Yushu Technology completing their restructuring and initiating listing guidance in under four months, setting a new timeline for others [5] - The human-shaped robot industry has high technical barriers and significant R&D investment, making early access to capital crucial for gaining competitive advantages [6] - The stock prices of companies in the human-shaped robot industry have been rising, reflecting positive market expectations for the sector's future value [7] Group 3: Strategic Approaches - Companies are adopting two distinct strategies: one focuses on building a resource network across the industry chain through capital, while the other emphasizes deep engagement in the industry to solve practical problems [8] - Leju aims to establish a joint venture with leading companies to develop key technologies for human-shaped robots, indicating a focus on hardware design and stability in complex environments [9] - The ultimate goal for all players in the industry remains the successful commercialization of their products, as the competitive landscape begins to shift [9]