SIASUN(SZ:300024) Zheng Quan Shi Bao Wang·2025-09-27 03:20Core Insights - Hefei Youai Zhihui Robot Co., Ltd. has officially submitted its listing application to the Hong Kong Stock Exchange, aiming to become the "first stock of mobile operating robots" [1] - The global market for mobile operating robot solutions is entering a robust growth phase, with the market penetration rate expected to increase from 11.2% in 2024 to 42.7% by 2030 according to Frost & Sullivan [1] - Youai Zhihui is the leading industrial mobile operating robot company globally and ranks first among mobile operating robot companies in China [1] Company Overview - Youai Zhihui is one of the earliest companies to explore embodied intelligence technology and has achieved large-scale application of its products since 2017, completing over 600 industrial embodied intelligence projects across more than 30 countries and regions [2] - The company provides logistics upgrade solutions for the semiconductor production chain, covering over 10 domestic and international wafer fabs, and has established multiple intelligent benchmark projects for leading semiconductor companies [2] Financial Performance - Revenue figures for Youai Zhihui are projected to be approximately 80 million yuan, 110 million yuan, and 250 million yuan for the years 2022, 2023, and 2024 respectively, reflecting a compound annual growth rate (CAGR) of about 80% [2] - The gross profit margin is expected to increase from 11.2% in 2022 to 35.2% in 2024, with a compound annual growth rate of gross profit of 220.2% [2] Technological Strength - The company's rapid growth is attributed to its strong technological capabilities, with cumulative R&D investment exceeding 250 million yuan, accounting for 44.6% of its revenue [2] - As a national "specialized and innovative" small giant enterprise, Youai Zhihui holds approximately 300 core intellectual property rights and has led or participated in multiple national scientific research projects [2]