证券日报网讯恒帅股份11月11日在互动平台回答投资者提问时表示，未来机器人市场前景广阔，公司将 持续关注行业动态跟进合作机会，公司合作伙伴的相关情况，请以公司已披露的相关公告为准。 （文章来源：证券日报） ...

Group 1 - The global automotive market is currently valued at $10 trillion, with an annual production of 90 million vehicles [1] - The CEO of XPENG, He Xiaopeng, predicts that the robotics market will reach a future scale of $20 trillion, highlighting the significant impact of safety regulations and policies on the automotive industry's growth [3] - He Xiaopeng believes that the robotics industry will experience rapid growth once it overcomes technological and product milestones, drawing a parallel to the iPhone 4's role in accelerating the smart industry [3] Group 2 - XPENG is developing next-generation humanoid robots, focusing on advanced features such as flexible skeletons, delicate skin, and tight muscles [6]

Core Viewpoint - Greebo's collaboration with Zhiyuan Innovation is focused on exploring the global robotics market, but it has not yet involved the specific model of the Spirit G2 robot [1] Company Summary - Greebo is a leading company in the global new energy garden machinery industry, having engaged in the research, design, production, and sales of new energy garden machinery since 2007 [1] - The company has been responsible for or participated in the formulation of seven industry standards [1] Collaboration Details - The partnership aims to leverage complementary advantages to create industrial synergy [1] - Greebo has already increased its investment in Zhejiang Zhidong and Annu Intelligent and has reached cooperation agreements [1] - Future participation in the collaboration regarding the Spirit G2 robot will depend on a professional assessment of the product's commercial prospects in overseas markets [1]

Group 1 - Greebo is a leading company in the global new energy garden machinery industry, engaged in R&D, design, production, and sales since 2007, and has participated in setting 7 industry standards [1] Group 2 - On October 21, Greebo announced its collaboration with Zhiyuan Innovation to jointly explore the global robotics market, aiming for industrial synergy through complementary advantages [3] - The company has increased its investment in Zhejiang Zhidong and Annu Intelligent as part of this collaboration [3] - Currently, Greebo's partnership with Zhiyuan Innovation does not involve the recently released Spirit G2 robot, and future participation will depend on a professional assessment of the product's commercial prospects in overseas markets [3]

Core Viewpoint - Greebo (301260) is collaborating with Zhiyuan Innovation to jointly explore the global robotics market, aiming for industrial synergy through complementary advantages [1] Group 1: Collaboration Details - The partnership involves increasing investment in Zhejiang Zhiding and Annu Intelligent, indicating a strategic move to enhance capabilities in the robotics sector [1] - The collaboration does not currently involve Zhiyuan's recently launched Spirit G2 robot, with future participation dependent on the product's commercial prospects in overseas markets [1]

Core Viewpoint - The company has significant technological advantages but is perceived to be lagging in expanding into the robot market and the new energy sector, which are seen as large opportunities [1] Group 1 - The company is recognized for its strong technological accumulation [1] - The robot market is identified as a large blue ocean market with substantial growth potential [1] - Other competitors are actively expanding their presence in the new energy market, indicating a competitive disadvantage for the company [1]

Core Viewpoint - Qualcomm announced the acquisition of Italian electronics manufacturer Arduino, which will become a separate subsidiary, aiming to deepen its presence in the robotics market [1] Group 1: Acquisition Details - The first product resulting from the collaboration will be the Arduino UNO Q [1] - Arduino is known for its affordable programmable circuit boards and computers, commonly used in hardware startups and robotics labs for prototyping [1] Group 2: User Base - Arduino boasts over 33 million active users [1]

Group 1 - The company is actively expanding into the robotics market and collaborating with major domestic robotics manufacturers [1] - The products being developed include infrared temperature measurement modules, multi-dimensional perception fusion modules, and multi-dimensional perception gimbals [1]

Group 1 - The core viewpoint of the article highlights the rapid growth of the robotics market and the accelerating application of LiDAR technology in new robots [1] - In the first half of this year, the production of industrial robots reached 370,000 units, while service robots produced amounted to 8.824 million units, representing year-on-year growth of 35.6% and 25.5% respectively [1] - It is projected that the market size of LiDAR in China will reach 24.07 billion yuan by 2025, with further growth expected to 43.18 billion yuan by 2026 [1]

Core Viewpoint - Hesai Technology's IPO marks a significant milestone as it becomes the first company in the lidar industry to achieve a dual listing in the US and Hong Kong, raising approximately 5.35 billion USD, despite the overall profitability challenges in the lidar sector [6][7]. Market Overview - The lidar industry is dominated by Chinese companies, which hold 95% of the global market share, with Hesai Technology, RoboSense, Huawei, and TuSimple being the leading players [7]. - The average price of lidar systems is expected to drop significantly from 8000-10000 RMB in 2022 to 2000-3000 RMB by 2025, despite an anticipated increase in installation volume to 2.5 million units [7][20]. Financial Performance - Among the four major lidar companies, Hesai Technology is the only one to achieve profitability, reporting a net profit of 44.1 million RMB in Q2 2025 after a loss in Q1 [13][15]. - RoboSense, while leading in shipment volume, reported a loss of 150 million RMB in the first half of 2025, although this represented a 44.5% reduction in losses compared to the previous year [15]. Competitive Landscape - The competition between Hesai Technology and RoboSense is intense, with both companies having overlapping technology and market strategies [11]. - The market share dynamics are shifting, with RoboSense leading in shipment volume while Hesai maintains a higher revenue share [11][13]. Challenges in Profitability - Despite the high technical value of lidar, the industry struggles with profitability due to a combination of price wars and cost pressures from automotive manufacturers [18][20]. - The shift from high-end to mass-market vehicles has led to increased demand but also significant price reductions, complicating the profitability landscape for lidar companies [20]. New Market Opportunities - As lidar companies face challenges in the automotive sector, they are increasingly looking towards the robotics market, which has shown promising growth and profitability potential [23][28]. - The robotics market is characterized by a diverse range of applications, from lawn mowing to delivery robots, providing a broader scope for lidar technology [25][28]. Future Outlook - The transition to the robotics market presents both opportunities and challenges, as lidar companies must adapt to a more fragmented and complex market environment [28]. - Companies that can successfully pivot from hardware suppliers to solution providers in the robotics space may find new avenues for growth and profitability [28].