SIASUN(SZ:300024) Shen Zhen Shang Bao·2026-01-22 22:27Core Insights - The global robot selection center in Huaqiangbei integrates leasing, sales, secondary development, and scenario-based services, marking a shift in the robot rental market [1][2] - The initial surge in robot rentals, driven by novelty, has seen a decline, with many shops pivoting to sell AI robots and live streaming equipment instead [2][3] - The rental market is evolving from merely providing robots to offering comprehensive service capabilities for events and presentations [3] Market Dynamics - During the peak of robot rentals in early 2025, daily rental prices for humanoid robots soared to between 18,000 and 25,000 yuan, but have since dropped to around 4,000 to 5,000 yuan [2][5] - The demand for humanoid robots remains stable, primarily for commercial events, with the highest rental frequency observed for robots from Yushu Technology [4][5] - The rental business is not widely adopted by most robot manufacturers, with many only offering borrowing options to familiar clients [6][7] Business Model and Strategy - The rental model is seen as a way to mitigate purchasing risks, allowing clients to avoid the costs associated with equipment failure and rapid technological obsolescence [7] - The emergence of platforms like "Qingtian Rent" aims to consolidate fragmented rental resources, addressing the challenges of customer acquisition and service standardization [8][9] - The overall market for robots in China surpassed 150 billion yuan in 2025, with the rental model's penetration increasing by over 300% compared to five years prior [8]