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拓斯达:轻负载机器人出货量国内居首 具身智能打开成长空间
Quan Jing Wang· 2026-01-22 02:49
Core Insights - The company Tuosida (stock code: 300607) has officially submitted its listing application to the Hong Kong Stock Exchange, marking a significant step in its growth strategy [1] Group 1: Company Overview - Tuosida is a leading enterprise in the field of embodied intelligence, focusing on the entire industrial chain of robotics, including core components, robotic bodies, and automation application systems [2] - The company has achieved significant advancements in embodied intelligence and has successfully commercialized applications in various manufacturing scenarios, addressing long-standing challenges in flexible production [2] - Tuosida has launched the first domestic intelligent humanoid robot "Xiao Tuo" for injection molding scenarios, which has completed multiple rounds of validation in unmanned operations [2] Group 2: Market Position and Customer Base - As of September 30, 2025, Tuosida has engaged with over 200,000 customers and served more than 15,000 clients, providing a rich array of potential application scenarios for its robotic products [3] - The company has developed a comprehensive product portfolio in industrial robotics, including Cartesian robots, multi-joint robots, collaborative robots, and humanoid robots, leveraging multi-sensor fusion technology [3] Group 3: Research and Development Strength - With over 10 years of experience in the robotics field, Tuosida has accumulated substantial expertise in core technologies, algorithms, and overall design, holding 601 authorized patents and employing a research team of over 800 people [4] - The company has introduced the X5 control platform, the first in mainland China to integrate cloud-edge-end deployment and sensory-computational-control capabilities, facilitating the practical application of embodied intelligence [4] Group 4: Strategic Collaborations and Future Growth - Tuosida has partnered with the Guangdong-Hong Kong-Macau Greater Bay Area National Technology Innovation Center to develop integrated solutions for embodied intelligence, utilizing mainstream large models for practical industrial applications [5] - The global market for embodied intelligent robots is projected to grow from 104.3 billion RMB in 2025 to 707.5 billion RMB by 2030, with a compound annual growth rate of 46.7%, indicating significant growth potential for the company [5] - The company aims to leverage capital market resources to enhance its R&D investments in embodied intelligence technology and new products, expanding its sales network and brand building [6]