Sharetronic(SZ:300857) Xin Lang Cai Jing·2025-09-25 00:32Core Insights - OmniBot has achieved an end-to-end closed loop from cloud simulation to physical deployment, marking a new phase in robot development [1][2] - The domestic robot industry is experiencing significant growth, with a year-on-year increase of 27.8% in the first half of the year, and humanoid robots growing nearly 40% [2] Group 1: OmniBot and Robotics Development - OmniBot integrates NVIDIA Isaac Sim/Isaac Lab simulation environment and NVIDIA GROOT robot intelligence model with its own cloud platform, creating a comprehensive cloud-based robot development and operation system [2] - The platform allows developers to complete model training in the cloud and deploy models to robots via edge computing, significantly lowering development barriers and costs [2] - OmniBot is adaptable to various applications such as industrial sorting, assembly operations, scientific education, and services, potentially reducing costs in robot development [2] Group 2: Computing Power Leasing Industry - The computing power leasing market in China is expected to exceed 100 billion yuan by the end of 2024 and is projected to expand to 260 billion yuan by 2026 [3] - The company has completed a bank credit application of 20.5 billion yuan and is advancing its H-share listing plan to enhance its financial base [3] - The company plans to expand its cloud services and computing power leasing business to capitalize on the booming computing power market [3] Group 3: Server Remanufacturing Market - The company has established a complete automated production line for server disassembly, testing, and remanufacturing, positioning itself to benefit from the expanding server remanufacturing market [4] - The global server remanufacturing market is entering a "compliance refurbishment + performance upgrade" cycle, which is favorable for domestic production capacity [3][4] Group 4: Financial Performance - In the first half of 2025, the company achieved a revenue of 4.944 billion yuan, a year-on-year increase of 38.18%, and a net profit of 432 million yuan, up 20.76% [5] - The second quarter saw a significant revenue increase of 57.58% year-on-year, reaching 2.867 billion yuan, with a net profit growth of 34.42% [5] - Key revenue contributors include intelligent computing products and services, which generated 1.221 billion yuan (up 100%) and server peripherals and remanufacturing, which generated 835 million yuan (up 119.49%) [5][6]