阿里、腾讯联手投出的女总裁，收获一个机器人IPO，最新市值82.81亿港元

Core Viewpoint - Cloud-based robotics service company Yunji Technology has officially listed on the Hong Kong Stock Exchange, becoming the world's first publicly traded company focused on "robot service agents" [2][6]. Group 1: Company Overview - Yunji Technology was founded in 2014 and specializes in the sale of robotic systems and AI digital systems, with a focus on service robots [2]. - As of May 2025, the company has served over 34,000 enterprise clients across various sectors, including hotels and hospitals, completing over 500 million services [2][19]. - The company holds a 6.3% market share in China's robot service agent market, ranking first, and a 13.9% share in the hotel sector, surpassing the combined share of its next four competitors [2][34]. Group 2: Financial Performance - Yunji Technology's revenue grew from 161 million yuan in 2022 to 245 million yuan in 2024, with a compound annual growth rate (CAGR) of 23.2% [30]. - The company's AI digital system revenue has a CAGR of 45.5% from 2022 to 2024, with gross margins of 61.5%, significantly higher than the hardware business's 38.1% [4][31]. - Despite revenue growth, the company reported net losses of 365 million yuan, 265 million yuan, and 185 million yuan from 2022 to 2024, although adjusted net losses decreased over the same period [33]. Group 3: Business Model and Strategy - Yunji Technology is transitioning from traditional robot sales to an "AI + subscription" model, with a focus on rental and subscription services [4]. - The company has developed a comprehensive AI-driven digital operation system (HDOS) that automates service tasks, significantly reducing manual workload [15]. - The company aims to expand internationally, leveraging support from the Hong Kong Productivity Council to establish a presence in markets like Japan and Southeast Asia [4][5]. Group 4: Investment and Market Position - Yunji Technology has attracted significant investment from major players like Alibaba, Tencent, and Lenovo, completing eight rounds of financing since its inception [3][21]. - The company’s IPO was highly anticipated, with its shares surging 49.37% on the first trading day, reflecting strong market interest [2][6]. - The service robot market in China is rapidly growing, with an expected market size of 30 billion yuan in 2023 and a projected CAGR of 18.7% until 2028 [34].