微亿智造冲刺港交所：国内收入规模最大且已盈利的工业具身智能机器人厂商

Core Viewpoint - The article discusses the upcoming IPO of Changzhou Weiyi Intelligent Manufacturing Technology Co., Ltd. (Weiyi Intelligent), which is positioned as a leading company in the industrial embodied intelligence robot sector, showcasing significant revenue growth and high gross margins [2][4][7]. Company Overview - Weiyi Intelligent was established in 2018 and is among the first companies to achieve large-scale commercial deployment of embodied intelligence in complex industrial scenarios, aiming to reshape the future of manufacturing through advanced technology [4]. - The company has completed multiple rounds of financing, attracting investments from various national funds and well-known investment institutions [6]. Financial Performance - The company reported a revenue growth of 187% year-on-year in the first half of the year, with a gross margin exceeding 50% [7]. - From 2022 to 2024, Weiyi Intelligent's revenue is projected to grow from RMB 221 million to RMB 600 million, reflecting a compound annual growth rate (CAGR) of 64.7% [10]. - The flagship product line "EI IR" has become a core revenue driver, with its revenue share increasing from 15.3% in 2022 to 53.6% in the first half of 2025, and its gross margin rising from 45.7% to 54.1% during the same period [9]. Market Position and Strategy - By 2024, Weiyi Intelligent is expected to be the largest supplier of industrial embodied intelligence robots in China, with a strong focus on maintaining its market leadership while expanding into overseas markets such as the US, Europe, and Portugal [9][10]. - The company emphasizes a technology system based on "fast-slow thinking" and "humans in the loop," addressing key challenges in rapid learning and deployment of industrial robots [12]. Research and Development - Weiyi Intelligent has a dedicated R&D team of over 180 experts, accounting for nearly 60% of its total workforce, and holds more than 700 independent intellectual property rights, including over 180 invention patents [14]. - The funds raised from the IPO will be allocated to core technology R&D, establishing a localized overseas sales and service network, strategic investments, and expanding production capacity [14]. Industry Outlook - The global market for industrial AI-enabled intelligent agents is expected to grow from RMB 362 billion in 2024 to RMB 1.3 trillion by 2030, indicating a significant opportunity for Weiyi Intelligent to enhance the penetration rate of industrial robots [14].