Core Insights - The demand for robot leasing is rapidly increasing, with the company launching a nationwide partner recruitment initiative and offering subsidies below market prices to alleviate heavy asset investment pressures [1] - The CEO emphasized that the platform is currently not focused on profitability and is treating robot leasing as a new market that cannot be directly compared to traditional leasing models [1][2] - The company aims to build an ecosystem by inviting more partners to participate in the robot leasing market, defining partners as "co-builders" who will help expand the market locally [1] Company Strategy - The company plans to establish local fulfillment teams to enhance user experience and address issues related to order processing and personalized service [2] - Support for partners will include product subsidies, after-sales and development support, order and traffic assistance, and marketing exposure [2] - The focus is on network coverage rather than setting hard numerical targets for partner expansion, with an emphasis on tapping into unactivated market demand [2] Market Performance - As of February 12, the platform received over 1,000 orders during the Spring Festival, with an expected 80% increase in overall GMV compared to the previous period [3] - Approximately 30% of rental users during the Spring Festival were first-time users, indicating a shift from niche interest to broader consumer demand [3] - The average transaction price increased by about 15% due to rising demand for both standardized and complex rental scenarios [3] Geographic Expansion - Robot leasing demand is spreading from core cities to a wider range of regions, with significant order growth in new first-tier cities and even third- and fourth-tier cities [4] - The company currently has over 3,000 robots available for dispatch and a service network covering more than 100 cities, enabling cross-city logistics and multi-scenario delivery capabilities [4]