成本降九成、功能更完善，机器人咖啡、做菜或将商业化爆发

Core Insights - The commercialization of restaurant robots, particularly in beverage and cooking sectors, is expected to experience significant growth in the next one to two years due to cost reductions from domestic supply chains and advancements in AI technologies [1][17]. Group 1: Beverage Robots - The cost of beverage robots has decreased significantly, with a current price of approximately 99,800 yuan, down from 500,000 to 600,000 yuan in 2018, making large-scale commercialization feasible [7][3]. - The use of domestic components, with about 70% sourced locally in Guangdong, has contributed to the reduction in costs and improved the return on investment, estimated at around 10 months [7][5]. - Companies like Kuku Intelligent Robot are experiencing substantial growth, with a reported 300% increase in orders this year, indicating a strong market demand [7][17]. Group 2: Cooking Robots - Aican Robot has focused on commercial applications, successfully integrating cooking robots into over 300 commercial scenarios, including military logistics and school cafeterias, with projected revenue of 36 million yuan in 2024 [12][10]. - The cooking robots can prepare large quantities efficiently, with the capability to cook up to 17 kg of ingredients at once and serve 250 people per hour, while also reducing food waste significantly [12][10]. - Aican Robot has developed proprietary technologies and holds over 600 patents, with a core module localization rate exceeding 90%, showcasing its commitment to innovation in the cooking robot sector [10][12]. Group 3: Future Prospects - Both companies are optimistic about the market growth for restaurant robots, with Aican Robot projecting revenues to exceed 200 million yuan by 2025, driven by increased R&D investment and international expansion [17][15]. - The integration of AI technologies is expected to enhance product development efficiency and enable customized offerings, with concepts like the "recording machine" for taste information being explored [15][17]. - The favorable manufacturing ecosystem in Guangdong, along with supportive policies, positions the region as a potential hub for a new billion-dollar industry in restaurant robotics [17][7].