53岁女CEO敲钟，阿里腾讯投出酒店机器人第一股

Core Viewpoint - Cloud Robotics Company Yunji Technology has officially listed on the Hong Kong Stock Exchange, marking a significant milestone as the first hotel robotics company to go public, with a notable initial stock price surge of nearly 50% on its debut day [1][3] Company Overview - Founded in 2014 by CEO Zhi Tao, Yunji Technology specializes in the sales and leasing of robots and their functional suites, with over 70% of its revenue coming from robot product sales [3][5] - As of May 31, 2025, Yunji's robots are expected to cover over 34,000 hotels and more than 150 hospitals, holding a market share of 13.9% in the Chinese hotel scene, the highest among competitors [3][5] Financial Performance - Yunji Technology reported revenues of 161.28 million RMB in 2022, 145.15 million RMB in 2023, and an estimated 244.77 million RMB in 2024, with corresponding losses of -365.42 million RMB, -264.52 million RMB, and -184.96 million RMB respectively [6][7] - The company has shown a trend of narrowing losses, although it has not yet achieved profitability, with projections indicating a slight increase in net losses for the fiscal year ending December 31, 2025 [6][10] Investment and Funding - Yunji Technology has attracted significant investment from major institutions, including Tencent, Alibaba, and Ctrip, with multiple funding rounds since its inception, culminating in a C round of 265 million RMB in August 2021 and a D round of 580 million RMB in December 2021 [5][10] - The recent IPO raised approximately 590 million HKD, with plans to allocate 60% of the funds to enhance R&D capabilities, 30% to improve commercialization efforts, and 10% for operational expenses [10] Market Strategy - The company aims to expand its market penetration in non-chain hotels, which constitute about 72% of the total hotel market in China, and is also exploring growth opportunities in vertical industries such as healthcare, manufacturing, and logistics [9][10] - Future strategies include increasing subscription services for AI digital systems as the customer base for robots and functional suites grows [9]