云迹10月8日至10月13日招股 预计10月16日上市
Zhi Tong Cai Jing·2025-10-07 23:13

Core Viewpoint - The company, Yunji (02670), is a leading AI-enabled robotics service provider planning to offer 6.9 million H-shares globally at a price of HKD 95.6 per share, with an expected net proceeds of approximately HKD 590 million from the global offering [1][4] Group 1: Company Overview - Yunji specializes in providing robotic and AI digital systems, offering adaptable and scalable products and services that interact with the real world [1] - The company is positioned as a leader in the Chinese robotics service AI market, holding a 6.3% domestic revenue share in 2024, with a market size projected to reach RMB 3.7 billion [3] Group 2: Market Potential - The Chinese robotics service AI market is expected to grow to RMB 13.5 billion by 2029, with a compound annual growth rate (CAGR) of 29.3% from 2024 to 2029, driven by advancements in AI technology and increasing demand for high-quality services [3] - The company's service agents, which include both robotic and non-physical AI agents, are designed to integrate seamlessly with third-party AIoT devices and existing workflows, distinguishing them from traditional automation products [3] Group 3: Use of Proceeds - Approximately 60% of the net proceeds from the global offering will be allocated to enhancing the company's R&D capabilities over the next five years, aimed at improving the technology of robotic service agents [4] - About 30% of the proceeds is expected to be used to enhance the company's commercialization capabilities both domestically and internationally [4] - The remaining 10% will be allocated for working capital and other general corporate purposes [4]