近日， 嘉兴新生纪智能科技有限公司（以下简称"新生纪智能"），完成超亿元人民币的A轮融资 。本轮融 资由高瓴创投领投，老股东光速光合、普华资本持续加码，毅达资本作为新股东共同参与。 文章来源：猎云网 商务合作 商务活动｜宣传推广｜转载开白等 联系电话｜18355423366 END 如果内容对您有所启发，欢迎在评论区留言 请 点赞 、 转发 、 小心心 ，将公众号设置为 星标 点赞 收藏 分享 新生纪智能将以本次A轮融资为新起点，继续以商业与工业清洁服务机器人为切入点，充分发挥规模化产 品与丰富场景数据的优势，逐步演进为具备多场景、多任务处理能力的通用服务机器人平台。 据悉，新生纪智能是一家商用服务机器人厂商，公司创立于2022年，创始人王刚为前阿里巴巴达摩院自动 驾驶负责人，是新加坡南洋理工大学终身教授，师从计算机视觉先驱李飞飞，论文被引量超2万次，h- index达67，是IEEE TPAMI编委及多个国际顶会领域主席。 新生纪智自落地以来连续完成五轮融资，估值突破15亿美元。目前，公司已推出SP50商用扫吸机器人、 L50与L4商用洗地机器人等多款旗舰产品，覆盖大型商业空间的高负载、高强度清洁需求，产品 ...

Core Insights - The Robot ETF (562500) has seen a rebound, rising by 0.34% as of 10:25 AM, with an intraday high of 1.13% [1] - The ETF's trading volume was robust, with a turnover rate of 2.06% and a total transaction amount of 323 million yuan [1] - IDC reports that global shipments of commercial service robots exceeded 100,000 units in 2024, with delivery and cleaning robots dominating the market [1] - Chinese manufacturers lead the market with an 84.7% share of shipments, indicating rapid market expansion [1] - Notable companies in the sector include Qianlang Intelligent, Pudu Robotics, Gaoxian Robotics, and Yunji Technology, which rank among the top in global shipments [1] - CITIC Securities highlights Woan Robotics as a leading provider of AI-driven home robot systems, with innovative products like finger robots and lock robots [1] - The home robotics industry is in a high growth phase, presenting significant development potential [1] - The Robot ETF is the only robot-themed ETF in the market with a scale exceeding 10 billion yuan, covering various segments including humanoid robots, industrial robots, and service robots [1]

Core Viewpoint - Beijing Yunji Technology Co., Ltd. is facing significant challenges in the commercial service robot industry, with a cumulative net loss exceeding 800 million yuan despite generating over 500 million yuan in revenue over the past three years [1] Company Overview - Yunji Technology submitted its prospectus to the Hong Kong Stock Exchange in March 2023, aiming for a main board listing, with CITIC Securities and Jianyin International as joint sponsors [1] - The company is a robot service intelligence enterprise, planning to serve over 30,000 hotels and 100 hospitals by the end of 2024, with deployments in 329 prefecture-level administrative regions in China [1] - In 2024, Yunji's robots are expected to complete over 500 million services, with a peak daily online robot count exceeding 36,000 units [1] Financial Performance - From 2022 to 2024, Yunji's revenue grew from 161 million yuan to 245 million yuan, achieving a compound annual growth rate of 23.2%, with total revenue exceeding 500 million yuan [1] - However, net losses during the same period were 365 million yuan, 265 million yuan, and 185 million yuan, totaling over 800 million yuan [1] - The gross profit margin improved from 24.3% to 43.5%, but hardware business gross margin was only 38.1%, while high-margin software business revenue (HDOS system) accounted for less than 20% of total revenue [1] Market Position and Challenges - Yunji Technology's founder, Zhi Tao, established the company in 2014, successfully deploying delivery robots in 30,000 hotels, capturing 12.2% of the Chinese hotel market [2] - Over 80% of Yunji's revenue comes from hotel robots, with this figure rising to 95.1% in 2023, leading to a dependency on the hotel sector [4] - The hotel industry is experiencing budget cuts and intensified price wars, which are driving down robot prices [4] - Industry analysis indicates that hotel robots have limited functionality, primarily for delivery and cleaning, with poor system integration and high maintenance costs, reducing hotel procurement willingness [4] Strategic Concerns - The departure of CTO Lin Xiaojun at the end of 2024 raised concerns about the stability of Yunji's technology roadmap [4] - The company's R&D expenditure ratio decreased from 42% to 23.4%, significantly lower than industry leaders, while sales expenses increased by 2.46%, highlighting risks associated with the "cut R&D to maintain market" strategy [4] - Yunji previously attempted to list on the Shanghai Stock Exchange's Sci-Tech Innovation Board in 2022 but was blocked due to stringent profitability requirements [4] Current Financial Situation - Due to the Hong Kong Stock Exchange's 18C rule allowing unprofitable tech companies to list, Yunji is now pursuing a listing in Hong Kong [5] - As of the end of 2024, Yunji's cash and cash equivalents amounted to only 105 million yuan, sufficient for just 7 months of operations, while total current liabilities reached 2.022 billion yuan, including 1.881 billion yuan in redemption liabilities [5] - A betting agreement requires Yunji to repay substantial debts if it fails to go public within 18 months, making the IPO process critical for the company's survival [5]