机器人产业链布局向C端延伸
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首程控股(0697.HK):全国首家机器人科技体验店落地 机器人产业链布局向C端延伸
Ge Long Hui· 2025-10-14 12:44
Core Viewpoint - The opening of the first nationwide robot technology experience store, "Taozhu New Manufacturing Bureau" (tentative name), marks a significant step in integrating robots into consumer daily life, creating a comprehensive consumption loop from selection to service [1][2] Event Summary - The "Taozhu New Manufacturing Bureau" robot technology experience store officially opened on October 1, 2025, in Beijing, with additional pop-up locations at the Capital Airport T3 terminal and Chengdu Chunxi Road during the National Day holiday [1][2] Business Development - The experience store features over 200 robot products from leading companies, covering various scenarios such as home companionship, educational entertainment, medical care, and sports entertainment, allowing consumers to interact with and purchase products directly [2] - The store is part of the company's strategy to extend its robot industry chain to the consumer end, aiming to establish multiple experience stores in key cities across the country, integrating online and offline shopping experiences [2] Financial Outlook - The company is expected to achieve revenues of HKD 1.479 billion, 1.792 billion, and 2.143 billion from 2025 to 2027, with year-on-year growth rates of 21.74%, 21.17%, and 19.56% respectively [3] - Projected net profits for the same period are HKD 587 million, 754 million, and 909 million, with year-on-year growth rates of 43.18%, 28.40%, and 20.51% respectively, indicating a strong growth trajectory [3]