SIASUN(SZ:300024) Yang Guang Wang·2025-12-26 23:55Core Insights - The demand for humanoid robots in entertainment and commercial events has surged, leading to the emergence of robot rental platforms that offer competitive pricing, significantly reducing rental costs from over ten thousand yuan to hundreds or thousands of yuan [1][9]. Group 1: Market Trends - A leading robot company in Shanghai has launched a nationwide open robot rental platform, aiming to create a convenient rental model similar to "shared power banks" [1][9]. - The platform features multiple popular application scenarios for robot rentals, including corporate events, promotional activities, weddings, and school events, with daily rental prices ranging from 500 yuan to 99,800 yuan [1][9]. - The platform's CEO reported a high volume of orders on the launch day, indicating strong market interest [1]. Group 2: Product Offerings - The platform currently offers eight popular robot products from various manufacturers, capable of performing tasks such as greeting guests, interactive dancing, and guest guidance, with rental prices between 200 yuan and 5,000 yuan per day [9][10]. - A rental company in Tianjin offers robots for as low as 200 yuan per day, with options for short-term and long-term rentals, catering to various commercial activities [10]. Group 3: Industry Challenges and Opportunities - The robot rental market is becoming a trend, with companies looking to bridge the gap between technology and real-world applications through rental services [13]. - Industry experts highlight the lack of unified technical and service standards as a significant barrier to growth, alongside high costs and limited production capacity [14]. - The future of the robot market is expected to shift towards B-end applications, focusing on specific functional needs rather than entertainment [14][15]. Group 4: Future Outlook - The rental market is transitioning from simple equipment leasing to "intelligent as a service," indicating a deeper transformation towards enterprise-level needs [15]. - Companies that can address industry standardization and intelligent service implementation challenges are likely to gain a competitive edge in the growing robot rental market [15].