SIASUN(SZ:300024) 3 6 Ke·2025-12-15 00:36Core Viewpoint - Yushu Technology has launched the world's first robot application store, similar to Apple's "APP Store," allowing users to download and share motion algorithm models [1][3]. Group 1: Innovation and Market Potential - This initiative represents a groundbreaking move in the robotics field, aiming to create an Apple-like user ecosystem and open new avenues for user growth [3]. - The application store allows developers to earn additional revenue, reducing development costs, and provides a platform for users to save time and expenses on development [3][4]. - The entertainment aspect of the applications, such as the "Bruce Lee" motion control app, aims to attract more users and enhance user engagement [4][17]. Group 2: User and Developer Engagement - The application store has already attracted over 1,200 developers and features 237 applications, primarily in logistics (38%), industrial manufacturing (29%), and service robots (17%) [10][11]. - The regional distribution of developers shows a concentration effect, with 42% from the Yangtze River Delta, 27% from the Pearl River Delta, and 19% from the Beijing-Tianjin-Hebei region, accounting for 88% of the total [12][13]. Group 3: Future Goals and Market Size - Yushu Technology aims to connect 100,000 robot devices, cultivate 100 developer companies with annual revenues exceeding 10 million, and establish 10 application scenarios worth 10 billion [15]. - IDC predicts that the robot application store market will reach $18.7 billion by 2027, with Yushu Technology potentially capturing over 15% market share due to its first-mover advantage [9]. Group 4: Challenges and Considerations - There are concerns regarding whether industrial users will be willing to share their developed algorithms with competitors, as the primary goal for them is to reduce costs and enhance product competitiveness [16]. - The focus on entertainment applications may be a strategic move to stimulate user interest and engagement, as these applications could be more appealing than purely efficiency-driven solutions [17].