Huaqin Technology (SH:603296) Sou Hu Cai Jing·2025-09-19 06:07Group 1: Company Overview - Qingtong Intelligent Technology Co., Ltd. is a "general + specialized" embodied intelligence company, focusing on humanoid robots, delivery robots, and cleaning robots, serving various sectors including dining, hospitality, healthcare, education, and cleaning [1][2] - The company has established a comprehensive self-research technology system and a closed-loop capability from R&D to manufacturing and implementation [1] Group 2: Industry Development - The Zhangjiang Science City has gathered over 70 companies in the embodied intelligence industry chain, including more than 50 upstream and downstream enterprises, indicating an emerging clustering effect [1][4] - The embodied intelligence industry is recognized as a significant future industry globally, with companies like Qingtong actively expanding into international markets, having established subsidiaries in countries such as the UAE, Germany, South Korea, and the USA, covering over 600 cities and regions worldwide [3][4] Group 3: Market Potential - The Chinese embodied intelligence market is projected to reach 5.295 billion yuan by 2025, accounting for approximately 27% of the global market, while the humanoid robot market is expected to reach 8.239 billion yuan, representing about 50% of the global market [5] - The rapid development of Shanghai's embodied intelligence sector is supported by innovation, talent advantages, a complete supply chain in the Yangtze River Delta, and strong policy support, including the recent implementation plan for the development of the embodied intelligence industry [4][5]