露笑科技入局具身机器人 2025年上半年营收、净利润双降

Group 1 - The core point of the news is that Luxshare Technology has entered the embodied robotics sector by signing a strategic cooperation agreement with Shanghai Kepler Robotics and a leading domestic cross-border e-commerce company, aiming to sell no less than 1 million units in the US and European markets over the next three years [1][2] Group 2 - The strategic cooperation will focus on the supply chain of household embodied AI service robots, AI embodied model algorithms, and market expansion in the US and Europe [2] - Ningbo Junwu plans to procure Kepler's embodied AI models and hardware modules to enable robots to have VLA autonomous movement and Agent visual language interaction capabilities, facilitating natural communication and command execution in home scenarios [2] Group 3 - For the first half of 2025, Luxshare Technology reported a revenue of 1.752 billion yuan, a decrease of 7.73% year-on-year, and a net profit attributable to shareholders of 150 million yuan, down 16.68% year-on-year [3] - The net profit after deducting non-recurring gains and losses was 140 million yuan, reflecting a decrease of 10.10% compared to the previous year [3] - The company's foray into the household embodied AI service robot sector raises questions about its potential to develop new growth avenues [3]