TOREAD(SZ:300005) Shang Hai Zheng Quan Bao·2025-10-30 18:29Core Insights - The establishment of Haohai Xingkong marks a significant entry into the increasingly competitive embodied intelligence industry, with a focus on leveraging key breakthroughs in energy, materials, costs, and large models [3][4] - The company aims to capitalize on the upcoming critical phase of the industry, where leading companies are expected to emerge, by forming a unique founding team of 15 members with extensive experience in the robotics sector [4][5] Company Structure and Strategy - The founding team consists of 14 individuals, each with over 7-10 years of experience in the robotics industry, allowing for clear role delineation and rapid integration into existing industrial ecosystems [5][6] - Haohai Xingkong's strategy involves a "pick and choose" approach in its market positioning, focusing on education, healthcare, and commercial applications while avoiding direct competition with established players [6][7] Application Scenarios - The company prioritizes three main application scenarios: education, healthcare, and commercial services, leveraging the team's expertise in education and healthcare to develop comprehensive solutions [7][8] - In education, the company plans to provide solutions across all age groups, enabling students to learn programming and mechanical principles through robotics [7] - In healthcare, the focus is on hospital logistics and surgical assistance, utilizing a step-by-step approach to data collection and algorithm optimization for future scalability [7] Recent Developments - Haohai Xingkong has secured an order worth 30 million yuan, emphasizing the importance of focusing on areas that can generate cash flow [8] - The company is developing a full-size humanoid robot with approximately 10 unique innovations aimed at balancing motion performance and interactive intelligence, with plans for future applications in rehabilitation and companionship [9][10] - A strategic investment of 40 million yuan from Zhejiang Xiantong has been secured, allowing for the establishment of a joint venture to build a manufacturing base for robots, enhancing production capabilities [9][10] Future Goals - The company aims to leverage Zhejiang Xiantong's extensive manufacturing experience and quality management to transition from research and development to large-scale market deployment [10] - Long-term objectives include positioning Haohai Xingkong within the second tier of leading companies by the end of next year and striving for the top tier within 2-3 years, ultimately promoting harmonious coexistence between robots and humans [10]