SIASUN(SZ:300024) Sou Hu Cai Jing·2025-12-16 04:26Core Insights - The cooking robot company Zhigu Tianchu has completed several million yuan in Series A financing, with the investment from Qifu Capital, and plans to rebrand as "Qianyi Intelligent" by early 2026 [2] - Since its establishment, the company has raised over 100 million yuan through multiple rounds of financing from well-known institutions like Yunqi Capital [2] Group 1: Company Overview - Zhigu Tianchu Technology Co., Ltd. was founded in November 2018, with founder Geng Kaiping having 20 years of industry experience, collaborating closely with senior culinary experts [2] - The company employs a dual-driven model of "technology research and development + scene implementation," achieving deep integration of products with actual kitchen scenarios [2] - The R&D team comprises over 60% of the workforce, fostering a virtuous cycle of "R&D-driven growth and reputation-driven repurchase" [2] Group 2: Business Segmentation - Zhigu Tianchu has segmented its business into three main areas: domestic social dining, domestic group dining, and overseas markets, establishing a customer-centric, efficient, and refined operational system [2] - The product architecture is designed around various scenarios, including group dining, chain restaurants, and overseas markets, creating clear functional gradients and market positioning [2] Group 3: Technological Advancements - The company has developed an AI dynamic cooking algorithm and full premixed combustion technology, integrating multiple sensors and a smart kitchen cloud platform to provide a "hardware + software + data" integrated solution [2] Group 4: Strategic Developments - Since last year, Zhigu Tianchu has formed a team led by post-90s PhDs focused on developing a "culinary embodied brain," utilizing data from diverse cuisines and cooking processes to enhance smart decision-making and optimization in cooking robots [4] - The company has established deep collaborations with major enterprises such as Muyuan, Goer, and Foxconn, securing a record-breaking single order of 150 million yuan [4] - Zhigu Tianchu anticipates that its order volume will exceed 300 million yuan by 2026, with ongoing repurchases from several leading industry clients [4] Group 5: Market Expansion - Since October of this year, the daily visit rate to overseas market clients has increased three to four times, with an overall transaction rate reaching 50% [4] - The company has built a comprehensive service system comprising "modular products + local hardware support + software remote services," successfully implemented in North America, Europe, Australia, Japan, Vietnam, Thailand, Indonesia, and Malaysia [4]