Core Viewpoint - The article discusses the launch of "Wanjiyizu," the first all-scenario robot rental ecological platform in China, aiming to create a global trading platform for robot usage rights, similar to "Didi" and "Taobao" in their respective fields [3][4]. Group 1: Platform Overview - Wanjiyizu connects supply (robot manufacturers, agents, idle equipment holders) and demand (commercial performances, social services, elderly care institutions, families, schools) through a shared economy model to address the industry's pain points of high asset procurement and usage barriers [4]. - The platform integrates AI intelligent matching, standardized operations, and ecological alliance empowerment to build a comprehensive robot rental service ecosystem [4]. Group 2: Market Insights - The global market for embodied intelligence is expected to exceed $400 billion by 2035, but current challenges include insufficient reliability, long adaptation training periods, and a lack of professional talent [5]. - Renting robots can effectively mitigate risks associated with rapid technological iterations, allowing users to select the most suitable robots for specific tasks without incurring high purchase costs [5][6]. Group 3: Business Model and Strategy - Wanjiyizu adopts a "Taobao mall model," allowing top robot manufacturers in China to open stores on the platform, thus optimizing resource allocation through AI technology [9]. - The platform aims to provide not only equipment rental but also comprehensive solutions, enhancing user experience and fostering a "holiday rental" consumption habit [9]. Group 4: Future Outlook - The CEO of Wanjiyizu, Cai Yi, envisions making robot services as accessible as utilities, with plans to become the absolute leader in the domestic robot rental market within two years and to initiate global expansion within three years [10]. - The rental model is expected to penetrate various scenarios, from artistic performances to industrial warehouses and home care, addressing privacy concerns through short-term rentals [6][10]. Group 5: Industry Dynamics - The rising labor costs and decreasing robot costs create a "scissors gap," driving the rental market's growth [11]. - The operational model of companies like Tingyuan Intelligent focuses on addressing industry pain points, ensuring quality delivery, and enhancing user experience compared to traditional purchase models [11].