Xiantong Stock(SH:603239) 机器人大讲堂·2025-09-26 12:14Core Viewpoint - The strategic partnership between Shanghai Haohai Star Robot Co., Ltd. and Zhejiang Xiantong Rubber & Plastic Co., Ltd. aims to enhance the manufacturing capabilities of embodied intelligent robots and commercial service robots, marking a significant step towards industrialization in the robotics sector [1][4][9]. Group 1: Strategic Collaboration - Zhejiang Xiantong invests 40 million yuan in Haohai Star, acquiring a 10% stake and becoming a strategic shareholder [1]. - Both companies will establish a joint venture to build a robot manufacturing base, focusing on the production of various types of robots [1][2]. - The collaboration is seen as a critical move for Haohai Star as it transitions into the industrialization phase of its operations [4]. Group 2: Manufacturing and R&D Capabilities - Haohai Star's CEO emphasizes the need for technological leadership and scalable delivery capabilities to achieve breakthroughs in the robotics industry [4]. - Zhejiang Xiantong brings over 30 years of high-end precision manufacturing experience and a robust quality management system, which will support Haohai Star's transition from R&D to market delivery [4][5]. - The partnership aims to address the core challenges of industrializing robotics by converting embodied intelligence technology into scalable products [6]. Group 3: Market Insights and Future Outlook - The robotics industry is moving from technology demonstration to large-scale application, with mass production capabilities being a key bottleneck [6]. - Haohai Star has developed a product line covering education, healthcare, and commercial sectors, indicating a strategic insight into industry trends [6]. - The collaboration is expected to enhance the manufacturing capabilities and reduce costs, facilitating faster product development and market entry [5][6]. Group 4: Leadership and Experience - Haohai Star's CEO has 20 years of experience in the robotics field, having previously worked with leading companies and contributed to the development of notable humanoid robots [7]. - The CEO's vision for the company includes preparing for the mass production of humanoid robots aimed at complex applications in various sectors [7]. Group 5: Ecosystem Development - Haohai Star emphasizes the importance of ecosystem cooperation and industry chain collaboration, viewing the partnership with Zhejiang Xiantong as a key component of its strategy [9]. - The company plans to expand its network of industry partners to create a more comprehensive robotics ecosystem [9].