SIASUN(SZ:300024) Zhong Guo Xin Wen Wang·2026-01-15 13:58Core Insights - The global first robot rental platform "Qingtian Rental" has shown rapid growth, with over 200,000 registered users and an average of over 200 rental orders per day within three weeks of its launch on December 22, 2025 [1] - The platform has completed a seed round of financing led by Hillhouse Capital, with participation from Fosun Venture, Muhua Technology, Dafeng Fund, and Zhangjiang Group's embodied intelligence company [1] - The platform currently covers 50 core cities in China and integrates resources from over 600 service providers, offering rental services for 16 different scenarios, with daily rental fees ranging from 500 to 100,000 RMB [1] Industry Analysis - Qingtian Rental addresses industry bottlenecks through a "shared rental + platform scheduling" model, transforming robots into on-demand production factors and significantly reducing service costs by compressing action development time from three days to one hour [2] - The platform's standardized delivery shifts the robot business model from equipment sales to sustainable service forms, effectively solving the "last mile" commercialization challenge [2] - The robot industry is transitioning from technology-driven to application-driven, with Qingtian Rental leveraging service to stimulate demand, potentially accelerating the adoption of robots in the real economy [2] - The value of Qingtian Rental lies not only in rental services but also in its standardized service system and scalable scheduling capabilities, which could significantly raise the commercial ceiling for robots [2]