智通财经网·2026-01-18 22:59Company Overview - Tuosda Technology Co., Ltd. is a leading player in the industrial robotics sector in mainland China, recognized as a pioneer in the field of embodied intelligence [4] - The company has established a comprehensive layout in core robotic components, robotic bodies, and automation application systems, positioning itself as a "chain master" in Guangdong's intelligent robotics industry [4] Market Position - According to Frost & Sullivan, Tuosda ranks first in the industrial robotics solutions market in mainland China based on the shipment volume of light-load industrial robots and light industrial sector robots in 2024 [1] Product Development - Tuosda has made significant advancements in embodied intelligence, achieving commercial applications in various manufacturing scenarios [6] - The company launched China's first intelligent humanoid robot "Xiao Tuo" for injection molding applications and developed a quadruped robot "Xing Zai" capable of performing multiple tasks in diverse environments [6] Customer Base and Global Expansion - As of September 30, 2025, Tuosda has engaged with over 200,000 potential customers and served over 15,000 clients [6] - The company has expanded its operations globally, with a sales network covering over 50 countries and regions, and has established connections with approximately 4,000 overseas potential customers [6] Financial Performance - For the fiscal year ending December 31, 2023, Tuosda reported revenues of approximately RMB 4.55 billion, with a gross profit of RMB 803.16 million, resulting in a gross margin of 17.6% [7][8] - The company experienced a net profit of RMB 105.99 million in 2023, but projected a net loss of RMB 238.95 million for 2024 [8][9] Industry Overview - The market size for industrial robotics solutions in mainland China is projected to grow from RMB 47.7 billion in 2020 to RMB 81.2 billion in 2024, with a compound annual growth rate (CAGR) of 14.2% [11] - The shipment volume of industrial robots in mainland China is expected to increase from 242,000 units in 2020 to 349,500 units in 2024, reflecting a CAGR of 9.6% [14] Embodied Intelligence Market - The global market for embodied intelligence robots is anticipated to grow from RMB 104.3 billion in 2025 to RMB 707.5 billion by 2030, with a CAGR of 46.7% [17] - The embodied intelligence robot market in mainland China is expected to reach RMB 268.8 billion by 2030, accounting for 38% of the global market [17]