SIASUN(SZ:300024) Xin Lang Cai Jing·2025-12-23 13:41Core Insights - The article discusses the launch of the "Qingtian Rental" platform by Zhiyuan Robotics, which aims to revolutionize the robot rental industry by creating a Robot as a Service (RaaS) model, facilitating easier access to humanoid robots for consumers and businesses [3][7]. Group 1: Platform Overview - "Qingtian Rental" will integrate users, rental companies, content developers, and equipment manufacturers to enhance the overall value of the robot rental industry [3][7]. - The platform's innovative approach transforms high-barrier robot usage scenarios into a convenient rental model similar to shared power banks, addressing high operational costs, complex collaboration chains, and content homogenization in the current market [3][7]. Group 2: Strategic Goals - The "Qingtian Rental 1234 Strategic Plan" aims to achieve the following by 2026: over 10 original equipment manufacturers, more than 200 premium service rental companies, 3,000 content creators, and 400,000 rental customers [3][7]. - The platform is expected to penetrate over 200 cities by 2026, with plans to implement user growth and merchant incentive policies to stimulate both sides of the market [4][8]. Group 3: Market Development - The current market features robots primarily focused on emotional and interactive functions, with expectations for faster model development as data accumulates [4][8]. - Industrial robot rentals are anticipated to begin in simple factory scenarios by next year, with significant advancements expected between 2027 and 2028, while household robot rentals may take 3 to 5 years to become more prevalent [4][8].