据港交所1月16日披露，广东拓斯达（300607）科技股份有限公司(简称：拓斯达，300607.SZ)向港交所主板递交上市申请书，华泰国际为其独家保荐人。招 股书提到，根据弗若斯特沙利文的资料，于2024年，按轻负载工业机器人出货量及轻工业领域工业机器人出货量计，拓斯达在中国内地工业机器人解决方案 市场均排名第一。 公司简介 截至2025年9月30日，拓斯达已接触超过200,000名潜在客户，累计服务超过15,000名客户。全球化布局上，除中国内地外，拓斯达的业务已扩展至全球。公 司通过以下途径推进全球化战略：(i)通过该公司的越南运营基地在新兴市场进行规模化渗透，及(ii)在该公司的墨西哥运营基地支持下于发达市场取得突 破。截至2025年9月30日，拓斯达的海外销售网络覆盖超过50个国家及地区。该公司已与约四千名海外潜在客户建立联系，服务近一千名海外客户，并成为 逾20家《财富》世界500强公司的供货商。 财务资料 拓斯达是中国内地全栈式工业机器人行业领导者、具身智能领域的先行者。拓斯达在机器人核心零部件、机器人本体、自动化应用系统形成全链条自主布 局，使其成为广东省智能机器人产业链"链主"企业。 下图展示 ...

拓斯达向港交所主板递交上市申请。华泰国际为独家保荐人。 根据弗若斯特沙利文的资料，2024年，按轻负载工业机器人出货量及轻工业领域工业机器人出货量计， 拓斯达在中国内地工业机器人解决方案市场排名第一。 拓斯达是中国内地全栈式工业机器人行业领导者，实现了机器人核心零部件、机器人本体、自动化应用 系统的全链条自主布局，是广东省智能机器人产业链的"链主"企业。公司在具身智能领域取得重大进 展，推出了中国内地首款应用于注塑场景的智能人形机器人"小拓"和多功能四足机器人"星仔"。 截至2025年9月30日，拓斯达已累计服务超过15000名客户，其业务已扩展至全球50多个国家及地区，通 过越南和墨西哥的运营基地推进全球化战略，并已成为逾20家《财富》世界500强公司的供货商。 中国内地工业机器人解决方案市场规模预计将从2024年的812亿元增长至2029年的1593亿元。全球具身 智能机器人市场规模预计将从2025年的1043亿元增长至2030年的7075亿元。 ...

Company Overview - Tuosda Technology Co., Ltd. is a leading player in the industrial robotics sector in mainland China, recognized as a pioneer in the field of embodied intelligence [4] - The company has established a comprehensive layout in core robotic components, robotic bodies, and automation application systems, positioning itself as a "chain master" in Guangdong's intelligent robotics industry [4] Market Position - According to Frost & Sullivan, Tuosda ranks first in the industrial robotics solutions market in mainland China based on the shipment volume of light-load industrial robots and light industrial sector robots in 2024 [1] Product Development - Tuosda has made significant advancements in embodied intelligence, achieving commercial applications in various manufacturing scenarios [6] - The company launched China's first intelligent humanoid robot "Xiao Tuo" for injection molding applications and developed a quadruped robot "Xing Zai" capable of performing multiple tasks in diverse environments [6] Customer Base and Global Expansion - As of September 30, 2025, Tuosda has engaged with over 200,000 potential customers and served over 15,000 clients [6] - The company has expanded its operations globally, with a sales network covering over 50 countries and regions, and has established connections with approximately 4,000 overseas potential customers [6] Financial Performance - For the fiscal year ending December 31, 2023, Tuosda reported revenues of approximately RMB 4.55 billion, with a gross profit of RMB 803.16 million, resulting in a gross margin of 17.6% [7][8] - The company experienced a net profit of RMB 105.99 million in 2023, but projected a net loss of RMB 238.95 million for 2024 [8][9] Industry Overview - The market size for industrial robotics solutions in mainland China is projected to grow from RMB 47.7 billion in 2020 to RMB 81.2 billion in 2024, with a compound annual growth rate (CAGR) of 14.2% [11] - The shipment volume of industrial robots in mainland China is expected to increase from 242,000 units in 2020 to 349,500 units in 2024, reflecting a CAGR of 9.6% [14] Embodied Intelligence Market - The global market for embodied intelligence robots is anticipated to grow from RMB 104.3 billion in 2025 to RMB 707.5 billion by 2030, with a CAGR of 46.7% [17] - The embodied intelligence robot market in mainland China is expected to reach RMB 268.8 billion by 2030, accounting for 38% of the global market [17]