服务 品质 本地化 中国机器人踏出出海“新舞步”

Core Insights - The Americas is the highest overseas sales region for the company, with expected revenue growth exceeding 10 times compared to last year [2] - The company has positioned itself as a global player, focusing on local market needs and adapting its strategies accordingly [4][5] - The warehouse robotics industry presents three major opportunities for international expansion: mature e-commerce and retail sectors in developed markets, rapid growth in emerging markets, and the development of cross-border logistics infrastructure [6] Group 1: Company Overview - The company, founded in 2017 and part of the "Hangzhou Six Little Dragons," has sold its robotic products to 44 countries and regions, establishing a global service network [4] - The company went public on the Hong Kong Stock Exchange in July, becoming the first global AMR warehouse robotics stock, with products primarily serving large companies in retail, e-commerce, and logistics [5] Group 2: Market Trends - There is a growing trend among robotics companies to expand internationally, with approximately 20 companies in the robotics supply chain having disclosed or completed plans for listing in Hong Kong [5] - The global business revenue of the company has increased, accounting for 79.5% of total revenue, with a gross margin of 35.1% [6] Group 3: Competitive Strategy - The company emphasizes quality and after-sales service to win over customers in overseas markets, focusing on product stability, safety, and quality [7][8] - The company adopts a localized operational approach, employing local teams for maintenance and support in international markets [10] Group 4: Challenges and Considerations - Entering overseas markets requires higher management and product standards, as well as a focus on local service and information security [11] - Building trust with customers in international markets may take at least three years, highlighting the need for comprehensive capabilities in localization and service [11]