MAXVISION(SZ:002990) 机器人大讲堂·2025-07-13 07:22Core Viewpoint - The acquisition of Aldebaran's core assets by Shengshi Technology for €900,000 (approximately ¥7.5 million) is seen as a strategic move that could reshape the global humanoid robot market, providing Shengshi with a well-known brand and technology heritage [1][2][4]. Summary by Sections Acquisition Details - Shengshi Technology successfully acquired Aldebaran's core assets, including the Nao, Pepper, and Plato robot series, along with technical documents, patents, trademarks, domain names, source code, designs, and inventory [1][2]. - The total investment for Shengshi, including debt repayment and operational costs in France, is expected to be no more than €28 million (approximately ¥234 million) [2]. Background of Aldebaran - Aldebaran, founded in 2005, was a pioneer in the commercialization of humanoid robots, achieving significant sales and recognition globally [2][4]. - The company faced financial difficulties, leading to multiple ownership changes, including acquisition by SoftBank and later by the German URG, ultimately resulting in bankruptcy due to high operational costs and market challenges [4]. Strategic Rationale for Acquisition - Shengshi Technology aims to fill a critical gap in humanoid robotics, leveraging its existing expertise in AI and robotics to enhance its product offerings [5][7]. - The acquisition is viewed as a way to gain access to a mature platform, brand recognition, and technology, facilitating a faster entry into the humanoid robot market [5][7]. Future Prospects - The integration of Aldebaran's technology with Shengshi's AI capabilities is expected to create significant synergies, potentially expanding into various human-robot interaction scenarios [8][10]. - Aldebaran's brand recognition in Europe and globally is anticipated to serve as a key entry point for Shengshi into international markets, complementing its existing presence in regions like the Middle East and Africa [8][12]. Market Context - The Chinese robot market is projected to grow rapidly, with an expected annual growth rate of 23%, potentially doubling in size over the next four years [12]. - China currently holds a significant share of the global robot market, with a leading position in humanoid robot patents and product releases [12][14].