SIASUN(SZ:300024) 3 6 Ke·2025-11-06 05:49Core Insights - The article discusses the establishment and growth of Amiao, a robotics company founded by Liu Fang, who previously led Xiaomi's smart driving division. The company has successfully deployed its first batch of robots within a year of its founding and has raised nearly 200 million yuan in seed and angel funding [1][2][3]. Group 1: Company Overview - Amiao was founded in September 2024 by Liu Fang, who has extensive experience in various technology sectors, including AI hardware and smart driving [1][2]. - The company has completed nearly 200 million yuan in financing, with participation from notable investors such as Anker Innovation and CICC Capital [1][3]. Group 2: Market Strategy - Liu Fang emphasizes the importance of addressing clear customer needs and ensuring a favorable return on investment (ROI) when developing robotics solutions for factories [2][3][8]. - The company targets the 3C manufacturing sector, where labor costs are significant, and automation has limitations, making it a prime candidate for the introduction of embodied intelligence [3][9]. Group 3: Financial Considerations - The pricing strategy for Amiao's robots is set around 200,000 yuan, with a payback period of 1 to 1.5 years being crucial for customer acceptance [3][9]. - In coastal factories, the annual cost of a worker can reach 300,000 yuan, highlighting the potential cost savings from deploying robots [3][9]. Group 4: Technological Approach - Amiao focuses on creating robots that can quickly learn specific tasks rather than developing a general-purpose robot, utilizing first-person video data for training [14][19]. - The company employs real-machine reinforcement learning to enhance the robots' capabilities in precise tasks and error correction [17][19]. Group 5: Industry Outlook - Liu Fang believes that while large tech companies may dominate the market, there remains a viable space for startups due to the lower profit margins in factory operations [5][6]. - The company plans to expand internationally, driven by client needs for capacity relocation and better ROI in overseas markets [30][31]. Group 6: Future Developments - Amiao has already secured three key accounts, with robots actively operating in client factories and discussions for increased orders underway [24]. - The company aims to refine its technology and service capabilities in China before expanding to international clients [31][32].