Bestlink Technologies (SH:603206) 凤凰网财经·2026-01-02 13:42Core Viewpoint - Jiangshan Oupai Door Industry Co., Ltd. is transitioning towards a light asset model by entering the robot sales market after shutting down two loss-making production bases [2][4]. Group 1: Company Strategy - Jiangshan Oupai established Jiangshan Oupai Robot Technology Co., Ltd. in December 2025 with a registered capital of 2 million yuan, holding a 100% stake [2]. - The company clarified that the newly established robot company will only engage in robot sales and will not participate in production [4]. - Jiangshan Oupai is shifting its business model from heavy asset investment to light asset operations, focusing on its core wood door products while reducing production capacity [4]. Group 2: Market Context - The entry into the robot sales market aligns with global trends, as a Morgan Stanley report predicts that by 2050, global annual robot sales could reach 1.4 billion units, with hardware sales exceeding $25 trillion [5]. - Jiangshan Oupai's adjustments in brand, product, channel, and pricing strategies are part of its transition to a light asset model, which includes expanding from single-brand to multi-brand and from wood doors to integrated home solutions [5]. Group 3: Financial Performance - In the third quarter of 2025, Jiangshan Oupai reported a significant reduction in personnel and costs, with steady growth in franchise services and foreign trade exports [5]. - On the last trading day of 2025, Jiangshan Oupai's stock price closed at 14.55 yuan per share, reflecting a 0.62% increase from the previous trading day [6].