云迹科技IPO在即：阿里、腾讯联手下注，服务机器人长出“AI大脑”

Core Insights - Yunji Technology is launching its IPO on the Hong Kong Stock Exchange, aiming to raise funds to enhance its research and development capabilities and expand its commercial reach [2][9]. Company Overview - Yunji Technology, established in 2014, focuses on developing a comprehensive intelligent service system, including hardware and a proprietary scheduling platform called HDOS [1][5]. - The company has developed over 550 authorized patents and has more than 600 pending, covering key areas such as environmental perception and motion control [6]. Product and Technology - The UP series robots are designed with a modular structure, allowing for quick task component changes, enabling them to perform various roles throughout the day [4][8]. - The HDOS system acts as a central brain for task allocation, optimizing operations based on priority, energy consumption, and equipment usage [5][11]. Market Position - Yunji Technology holds a 6.3% market share in China's service robot market, with a 13.9% share in the hotel sector, making it the market leader [7]. - The company has deployed its robots in over 34,000 hotels and 150 hospitals globally, with a projected operational capacity of 36,000 robots per day by 2024 [7][10]. Financial Performance - Revenue is expected to grow from 161 million yuan in 2022 to 249 million yuan in 2024, with a compound annual growth rate of 23.2% [7][9]. - The company is transitioning from hardware sales to a subscription-based model, enhancing its revenue structure and profitability [8][9]. Strategic Initiatives - Yunji Technology is expanding internationally, establishing a subsidiary in Hong Kong and collaborating with local hotel groups to deploy its robots [10][11]. - The company is also enhancing its R&D capabilities, with plans to allocate 60% of its IPO proceeds to this area [9].