松霖科技(603992.SH):做IDM模式下的消费级机器人,通过海外头部品牌客户销售
SOLEXSOLEX(SH:603992) Ge Long Hui·2025-11-10 08:22

Core Viewpoint - Songlin Technology (603992.SH) is strategically focusing on its robotics business, which is set to launch in 2025, with plans for simultaneous expansion in domestic and international markets [1] Group 1: Business Model - The robotics business will be divided into two main commercial models: one targeting B-end customers with proprietary brand robots, providing a comprehensive hardware and software solution based on scene requirements [1] - The B-end model will primarily serve logistics and nursing service robots, including applications such as inspection security, intra-regional logistics distribution, and front desk explanations [1] - The nursing service robots will cater to health care institutions, medical beauty institutions, and personal care institutions, offering services like mobility assistance, nursing care, and health management [1] Group 2: Consumer Robotics - The second model involves an IDM approach for consumer-grade robots, which will be sold through overseas leading brand clients [1] - Key product categories in this segment include AI toy robots, AI companion robots, and consumer-grade exoskeleton robots [1] - The robotics business is currently in its early stages, and investors are advised to carefully assess investment risks and consider relevant risk factors [1]