Core Viewpoint - Greebo (301260.SZ) demonstrates a strong commitment to investor relations and long-term sustainable development through active engagement on the Interactive Easy platform, addressing key concerns regarding performance, robotics product progress, and strategic layout [1] Group 1: Financial Performance - The company reported pressure on its performance in the first three quarters, primarily due to increased sales and R&D expenses, which are expected to enhance long-term competitiveness and gradually release benefits in the future [1] - Sales expenses have increased due to the expansion of digital marketing channels, enhancement of overseas warehousing and logistics capabilities, and deepening cooperation with core customers to build brand value [1] - R&D expenses have risen as the company focuses on a strategic layout around "robotics + artificial intelligence," driven by increased salaries for R&D personnel [1] Group 2: Product Development and Innovation - The company is advancing its transformation towards embodied intelligence and robotics, with products under development including smart lawn mowers and autonomous commercial lawn mowers, supported by strong technical capabilities in core technologies such as autonomous navigation and environmental perception [2] - The smart lawn mower integrates RTK centimeter-level satellite positioning, visual navigation, and millimeter-wave radar, enabling high-precision path planning and real-time obstacle recognition, which will contribute to revenue growth [2] - The commercial robotics sector has seen the completion of prototype development for autonomous products, with a cleaning robot project in collaboration with Zhejiang Zhiding entering pre-mass production testing [2] Group 3: Strategic Partnerships and Market Expansion - The company recently announced a significant order from a leading U.S. home improvement retail chain for lithium battery outdoor power equipment, with approximately $60 million in product orders to be completed by the end of January 2026, marking a substantial market expansion [1] - The ongoing expansion of overseas channels and the synergy with intelligent and unmanned technologies lay a solid foundation for business growth [1] Group 4: Long-term Vision and Management Confidence - The company has shown a clear long-term development trajectory and performance growth logic amidst short-term pressures, with management's confidence reflected in the announcement of share purchases totaling no less than 11.5 million yuan by the controlling shareholder and some directors and executives within six months [3]
格力博：大订单在手与智能产品落地提速，业绩增长可期