消息面上，11月29日，首届北京智慧酒店机器人"揭榜挂帅"应用大赛在北京经济技术开发区举办。这是 全国首个基于真实酒店场景与业务需求的机器人专业赛事，旨在推动酒店智能化的场景落地与产业升 级。在众多参赛团队中，云迹科技凭借其系统化的机器人解决方案与生态整合能力脱颖而出，在客房服 务、清理清扫及互动娱乐三大赛项中均斩获第一名。 本文源自：智通财经网 公开资料显示，云迹是领先的机器人服务AI赋能技术企业。云迹致力于构建全球领先的服务智能体生 态系统，已落地全球30000多家酒店、医院、工厂、公寓、楼宇等场景，涵盖中东、美洲、韩国、日 本、泰国等国家和地区。2024年全年，公司机器人智能体完成了超过5亿次服务。 智通财经获悉，云迹(02670)涨超7%，高见166.4港元再创上市新高，较招股价已涨近75%。截至发稿， 涨6.23%，报163.7港元，成交额1769.63万港元。 ...

公开资料显示，云迹是领先的机器人服务AI赋能技术企业。云迹致力于构建全球领先的服务智能体生 态系统，已落地全球30000多家酒店、医院、工厂、公寓、楼宇等场景，涵盖中东、美洲、韩国、日 本、泰国等国家和地区。2024年全年，公司机器人智能体完成了超过5亿次服务。 智通财经APP获悉，云迹(02670)涨超7%，高见166.4港元再创上市新高，较招股价已涨近75%。截至发 稿，涨6.23%，报163.7港元，成交额1769.63万港元。 消息面上，11月29日，首届北京智慧酒店机器人"揭榜挂帅"应用大赛在北京经济技术开发区举办。这是 全国首个基于真实酒店场景与业务需求的机器人专业赛事，旨在推动酒店智能化的场景落地与产业升 级。在众多参赛团队中，云迹科技凭借其系统化的机器人解决方案与生态整合能力脱颖而出，在客房服 务、清理清扫及互动娱乐三大赛项中均斩获第一名。 ...

Core Viewpoint - Cloudwalk Technology (云迹) shares rose over 7%, reaching a new high of 166.4 HKD, an increase of nearly 75% from its IPO price [1] Company Performance - As of the report, shares were up 6.23%, priced at 163.7 HKD, with a trading volume of 17.6963 million HKD [1] - The company has implemented its robotic solutions in over 30,000 locations globally, including hotels, hospitals, factories, apartments, and buildings across regions such as the Middle East, Americas, South Korea, Japan, and Thailand [1] Industry Event - The first Beijing Smart Hotel Robot "Challenge" application competition was held on November 29, aimed at promoting the implementation of intelligent hotel scenarios and industry upgrades [1] - Cloudwalk Technology excelled in the competition, winning first place in three categories: room service, cleaning, and interactive entertainment [1] Service Achievements - In 2024, the company's robotic systems completed over 500 million service instances [1]

Group 1 - The Ministry of Commerce plans to introduce a series of policy documents aimed at high-quality development in the accommodation industry and the integration of railways and tourism, forming a policy "combination punch" [1] - The Ministry will focus on six areas: policy implementation, scenario development, activity promotion, platform enhancement, environmental improvement, and mechanism establishment to boost high-quality service consumption [1] Group 2 - The hotel industry has significant potential for intelligent upgrades, with decreasing hardware prices and large-scale procurement leading to optimized average usage costs [1] - Common uses of hotel robots include delivery and cleaning, primarily focusing on cross-floor delivery and nighttime demand, resulting in more efficient service and improved customer satisfaction [1] Group 3 - Companies like Shoulv Hotel have fully implemented smart scenarios such as self-service front desks, delivery robots, smart rooms, and AI customer service, enabling one-click guest service access [1] - Furi Electronics' subsidiary, Shenzhen Zhongnuo Communications, offers JDM/OEM services for hotel and industrial robots, with a small number of hotel service robots already shipped [1]

Core Insights - The hotel service robot market is rapidly growing, with a global market projected to reach approximately $1.42 billion in 2024 and $7.04 billion by 2033, reflecting a CAGR of 17.8% from 2025 to 2033 [2] - The Chinese market has seen growth from 500 million RMB in 2019 to 1.1 billion RMB in 2023, with an expected increase to 3.6 billion RMB by 2028, indicating a CAGR of 26.4% from 2023 to 2028 [2] - The market is becoming more concentrated, with the top five players holding a combined market share of 27.6% as of 2023, led by Cloudwalk Technology at 12.2% [2] Market Growth and Dynamics - The common applications of hotel robots include delivery and cleaning, primarily focusing on cross-floor delivery and nighttime needs [2][3] - The Chinese hotel robot market, while currently smaller than the global market, has greater growth potential due to higher growth rates and increased penetration [2] - Factors driving this growth include an increase in chain hotel rates and a rapid decline in hardware prices, exemplified by the price drop of Cloudwalk's "Gegge" series robots from 26,800 RMB in 2022 to 20,900 RMB in 2024 [2] Application and Efficiency - Hotels like Huazhu have integrated delivery robots as standard features, allowing guests to order via an app or front desk, with robots autonomously delivering items [3] - The introduction of robots has led to more efficient delivery and cleaning processes, reducing the need for front desk staff to leave their posts and improving customer satisfaction [3] - Data from Cloudwalk's robots indicate that their use can enhance hotel ratings on OTA platforms by 0.1 to 0.2 points [3] Cost Optimization and Future Directions - The cost of a single hotel delivery robot starts at approximately 20,000 to 30,000 RMB, with total investment for two robots in a mid-range hotel estimated at around 60,000 RMB over five years, compared to 750,000 RMB for equivalent human labor [4] - Future trends include further cost optimization through declining hardware prices, smarter navigation and scheduling, expanded task capabilities, and improved human-robot interaction [4] - The average usage cost for hotels is expected to decrease significantly as hardware prices drop and scale efficiencies are realized [4] Company Insights - Huazhu Group is among the first hotel groups in China to implement large-scale robot deployment as part of its digital transformation [5] - Shouqi Hotel (600258) has 29% of its hotels equipped with robots, indicating room for further penetration and enhanced profitability for franchisees [5] - Atour emphasizes the integration of intelligent technology in its operations and management [5]