汪书高表示，机器人是未来的厨师，目前每台成本3万~4万元，未来后厨是可以减少人员占比的。但汪 书高同时认为，炒菜机器人不能替代全部的厨师，比如臭鳜鱼、红烧肉等这种品类，包括门店整体运营 还是需要"锅气味"。未来，机器人在门店运营的占比会在三分之一左右。 （文章来源：每日经济新闻） 每经铜陵8月25日电（记者李卓）8月25日，小菜园（0999.HK）创始人兼董事长汪书高在接受《每日经 济新闻》记者采访时表示，目前公司在试点炒菜机器人，主要是土豆丝等几个炒菜品类，包括一些前期 菜品清洗的工作。目前可以给炒菜机器人打80分左右。 ...

中新网北京8月22日电首届中国炒菜机器人大赛暨首都共享中央厨房产业峰会22日在北京市平谷区金海 湖国际会展中心举行。30支机器人队伍现场竞逐烹饪精准度、菜品品质及创新能力。同时，成立首都共 享中央厨房专家委员会，推动首都共享中央厨房产业标准建设。 本次活动由中国食品工业协会与北京市平谷区人民政府联合主办，农业中关村现代食品营养谷、首都共 享中央厨房产业联盟(筹)承办。 在创意菜挑战赛中，结合平谷大桃、红薯、娃娃菜等几种当地食材，由参赛方自主发挥，既鼓励将地方 食材与现代烹饪技术结合巧妙结合，又通过限时完成的要求，直观考察炒菜机器人的高效运作能力，为 这次比赛注入很多亮点。 此外，大赛特别组织了一场由专业厨师团队参与的人机同台竞技表演赛，观众亲眼目睹人类厨师的精湛 技艺和机器人在烹饪领域的高效与精准。科技创新与传统厨艺的结合，为食品行业带来无限的可能性和 发展动力。 当天举办的首都共享中央厨房产业峰会以"生鲜智造·标准味来"为主题，通过全链条管理保障食品安 全，引领首都食材供应革命，助力北京打造成为国内领先、国际一流、市民满意的食品安全城市。作为 平谷区智慧餐饮和产业升级的重要抓手，中国炒菜机器人大赛助力提升区 ...

共享中央厨房是食品加工行业的新兴力量，是向上拉动农业现代化、向下重构消费场景、促进食品产业 升级的核心载体。 作为首都生态涵养区和农业大区，平谷区聚力打造首都共享中央厨房，推动传统食品工业供给侧结构性 改革。目前，已落地康安利丰、紫兴园、中粮肉食、圃美多、西贝、千喜鹤等51家中央厨房上下游企 业，食品产业正逐步成为平谷支柱产业。 未来，平谷区将立足功能定位与发展禀赋，通过构建中央厨房生态体系、聚焦炒菜机器人产业、强化物 流支撑保障体系，将平谷区打造成为世界炒菜机器人产业发展示范区、全国中央厨房企业集聚区、首都 共享中央厨房产业创新区。 北京商报讯(记者吴其芸)8月22日，由中国食品工业协会与北京市平谷区人民政府联合主办，农业中关 村食品营养谷、康安利丰公司承办的首届中国炒菜机器人大赛暨首都共享中央厨房产业峰会在北京平谷 金海湖国际会展中心举办。 本次峰会以"生鲜智造.标准味来"为主题，设置主论坛、分论坛、展览展示及炒菜机器人大赛四大板 块。活动现场，"首都共享中央厨房专家委员会"和"首都共享中央厨房产业联盟"成立，《世界炒菜机器 人产业发展报告》也同步发布。 同期举办的首届中国炒菜机器人大赛成为焦点。大赛设置 ...

证券研究报告 | 浙商早知道 报告日期：2025 年 08 月 22 日 浙商早知道 2025 年 08 月 22 日 ： 张延兵 执业证书编号：S1230511010020 ： 021-80106048 ： zhangyanbing@stocke.com.cn 市场总览 ❑ 资金：周四沪深两市总成交额为 24241 亿元，南下资金净流入 74.6 亿港元。 重要推荐 ❑ 【浙商通信 张建民】中兴通讯（000063）公司更新：超节点核心卡位，AI 时代再造中兴——20250820 重要观点 ❑ 【浙商宏观 李超/廖博】宏观深度报告：广义财政收支再平衡——20250820 重要点评 ❑ 【浙商大消费中观策略 钟烨晨】酒店餐饮 行业深度：中餐方兴未艾，品牌格局渐明——20250820 http://www.stocke.com.cn 1/4 请务必阅读正文之后的免责条款部分 ❑ 大势：周四上证指数上涨 0.1%，沪深 300 上涨 0.4%，科创 50 上涨 0.1%，中证 1000 下跌 0.7%，创业板指下跌 0.5%，恒生指数下跌 0.2%。 ❑ 行业：周四表现最好的行业分别是农林牧渔（+1.5%)、石油石 ...

Group 1 - AI is becoming the first point of contact for patients, with models like Quark Health achieving a diagnostic accuracy of 90.78% [3] - The refrigerator market is experiencing a dual pressure of price wars and structural upgrades, with low-end models competing on price and high-end models focusing on technology and scenarios [4] - The average air conditioner ownership in China is 145.9 units per 100 households, with significant growth in regions like Yunnan and Qinghai due to climate changes [5] Group 2 - The smart bathroom industry is rapidly growing, with the production of smart toilets expected to reach 13.72 million units in 2024, despite a slight decline in domestic sales revenue [6] - Companies like Zhiyuan and Magic Atom are launching quadruped robots to compete for market dominance, with the quadruped robot market projected to reach 850 million yuan by 2025 [7][8] - The AI toy market is booming, with products like AI plush toys achieving significant sales, but challenges such as homogenization and data privacy remain [18] Group 3 - The demand for window-cleaning robots surged during the 618 shopping festival, with online sales growth exceeding 90% [19][20] - Meituan's founder Wang Xing has invested over 10 billion yuan in more than 30 robotics companies, focusing on embodied intelligence [21] - WeChat and Alipay are competing for dominance in the AI payment space, with new protocols being developed to simplify integration [22] Group 4 - Google's Q2 2025 earnings report shows growth in search and cloud services, but faces challenges from AI competition and antitrust lawsuits [23] - JD and Meituan are shifting their focus to embodied intelligence, with JD adopting a vertical integration strategy and Meituan pursuing a broad investment approach [24] - Haier Group and Changan Automobile have signed a strategic cooperation agreement to develop interconnected systems for vehicles and home appliances [25] Group 5 - Honor is accelerating its market presence with new AI smartphones and plans for an IPO by 2025-2026 [26][27] - Yushu Technology is initiating its A-share listing process, aiming to become a leading player in the humanoid robot market [28] - Lingyun Smart Mining has completed a funding round to expand its AI-driven mineral exploration technology globally [29]

Core Insights - China's economic performance in the first quarter exceeded expectations, with a GDP growth of 5.4% year-on-year, which is significantly higher than analysts' forecasts [4][5][10] - The 137th Canton Fair and the 5th China International Consumer Products Expo showcased China's role as a global trade stabilizer, attracting a record number of international buyers and exhibitors [3][4][9] Economic Data - In the first quarter, China's import and export scale reached a historical high, exceeding 10 trillion yuan for eight consecutive quarters [4][6] - The Canton Fair attracted 148,585 overseas buyers from 216 countries and regions, marking a 20.2% increase compared to the previous session [3][4] - The Consumer Expo featured over 1,700 companies and 4,200 brands, with participation from 65 Fortune 500 companies, setting a new record for scale [4][9] Trade Relations - ASEAN remains China's largest trading partner, with a year-on-year growth of 7.1% in trade volume [6] - Trade with the EU grew by 1.4%, while trade with Belt and Road Initiative countries reached 5.26 trillion yuan, a 2.2% increase year-on-year [6][7] Policy and Market Outlook - China is implementing policies to boost domestic demand and consumption, aiming to stabilize and expand consumer spending [7][10] - The government is committed to high-level opening-up and expanding institutional openness, which is expected to create greater opportunities for global enterprises [8][10] Global Impact - China's contribution to global economic growth remains around 30%, reinforcing its role as a key engine for world economic recovery [10] - The Consumer Expo serves as a platform for global consumption, facilitating the entry of international products into the Chinese market and promoting Chinese goods abroad [9][10]

Core Viewpoint - The article highlights the rapid commercialization and market acceptance of cooking robots, particularly focusing on the achievements of Xianglu Robotics, which emphasizes specialized applications over general-purpose robotics [4][5][10]. Company Overview - Xianglu Robotics has adopted a focused approach, concentrating on commercial scenarios and enhancing cooking feedback and ingredient databases rather than pursuing general robot capabilities [4][5]. - The company has achieved significant market validation, with over 1,240 clients, primarily from leading restaurant chains, across 179 cities in China [5][13]. Market Performance - The customer repurchase rate for Xianglu's cooking robots exceeds 80%, indicating strong customer satisfaction and cost-effectiveness [4][10]. - New clients account for only 30% of sales, suggesting that existing customers are driving the majority of revenue through repeat purchases and referrals [10]. Technological Advancements - The company focuses on three main areas: perception, intelligent decision-making, and physical embodiment, aiming for scalable, cost-effective, and high-quality delivery [11]. - A significant breakthrough is the development of a recipe-sharing platform to enhance the culinary skills of local chefs and improve the overall cooking process [11]. Industry Impact - Cooking robots are expected to transform the restaurant industry by reducing labor intensity and improving food safety standards [16]. - The anticipated "iPhone moment" for cooking robots is projected for 2024, when widespread adoption by major restaurant chains is expected [13][14].

Core Viewpoint - The future of restaurants will involve collaboration between chefs and cooking robots, leading to a new model of Chinese restaurants that operate without traditional chefs, driven by the increasing maturity of cooking robots and the demand for standardization in the industry [2][5]. Group 1: Market Trends and Innovations - The restaurant industry is experiencing intensified competition, with a growing need for standardization in Chinese cuisine, which is being addressed by the introduction of cooking robots [2][5]. - The market for commercial cooking robots is expanding, with estimates suggesting that if 30% of the 9 million restaurants in China adopt these robots, the market could reach approximately 120 billion yuan [11]. - Companies like 京东 (JD.com) are entering the cooking robot market, indicating a significant interest and investment in this technology [10][12]. Group 2: Operational Efficiency - The introduction of cooking robots allows for a significant reduction in kitchen space requirements, with a restaurant previously needing 70-80 square meters now only requiring 25 square meters [7]. - The use of cooking robots has led to increased efficiency, with daily cooking volumes reaching over 1,300 dishes and a net profit margin of 25% compared to just 5% using traditional methods [5][8]. - Cooking robots can automate the cooking process, allowing one person to operate multiple machines, thus reducing labor costs and enhancing productivity [4][7]. Group 3: Product Development and R&D - Companies are focusing on developing intelligent recipes and optimizing cooking methods to enhance the capabilities of cooking robots, with a significant number of recipes being developed for use with these machines [7][13]. - The transition from traditional cooking methods to digitalized processes presents challenges for chefs, who must adapt to precise measurements and automated cooking techniques [8][13]. - The ongoing evolution of cooking robots aims to replicate the skills of master chefs, with advancements in temperature control and ingredient handling being key areas of focus [13].

Core Insights - The rise of cooking robots is transforming the restaurant industry, allowing for a reduction in traditional chef teams while emphasizing the importance of research chefs for recipe development [1][6][5] - The integration of cooking robots has led to increased efficiency and profitability in restaurants, with some establishments reporting daily cooking volumes exceeding 1,300 dishes and net profit margins reaching 25% [3][8][6] Industry Trends - The demand for standardized Chinese cuisine and the maturation of cooking robot technology are driving the emergence of "chef-less" Chinese restaurants [3][5] - The market for commercial cooking robots is expanding, with estimates suggesting a potential market size of approximately 1.2 trillion yuan if 30% of China's 9 million restaurants adopt these technologies [9][10] Company Developments - Companies like Tink Labs and JD.com are entering the cooking robot market, with Tink Labs reporting significant sales growth and partnerships with over 200 businesses [4][8] - Tink Labs has sold around 1,000 commercial cooking robots in the first half of the year, a significant increase from the previous year's sales [8][11] Financial Performance - The profitability of restaurants utilizing cooking robots is improving, with projections indicating that gross margins could reach 68% and investment payback periods could be as short as 8-9 months [7][8] - The average cost of a cooking robot is around 15,800 yuan, making it a feasible investment for many small to medium-sized restaurants [10] Future Outlook - The cooking robot market is expected to experience explosive growth in the next two years, driven by advancements in AI and automation technologies [11] - Companies are focusing on enhancing the precision and efficiency of cooking robots, with plans for new product launches and improvements in cooking methods [11]

Core Viewpoint - The article discusses the increasing integration of artificial intelligence (AI) and robotics in the restaurant industry, particularly focusing on the emergence of cooking robots and their potential to transform operations and reduce labor costs [8][12][23]. Group 1: AI and Robotics in the Restaurant Industry - At the Chengdu catering industry technology summit, cooking robots demonstrated their ability to add ingredients and stir-fry with precision, showcasing the potential of AI in food preparation [3]. - The use of AI in chain restaurants for ordering, meal preparation, and accounting is becoming common, with home-use cooking robots also emerging in the market, priced from several thousand to hundreds of thousands of yuan [5]. - Many restaurant companies are investing in AI algorithms and temperature control technologies, recognizing the significant potential of AI in the industry [8]. Group 2: Case Studies and Applications - The Hunan chain restaurant Ba Wan has successfully implemented its self-developed cooking robots, expanding to over 550 locations and achieving a stable cooking system through three generations of technological iterations [9][10]. - The third-generation cooking robots can prepare dishes in 2-4 minutes and require only three kitchen staff to operate four machines, significantly reducing reliance on chefs and alleviating labor cost pressures [10]. - The demand for cooking robots among Chinese chain restaurants has surged, with brands like Xiao Cai Yuan and Lao Xiang Ji announcing plans to procure intelligent robots [12]. Group 3: Challenges and Limitations of AI - Despite the advancements, major global chains like Starbucks and McDonald's have faced challenges with AI ordering systems, leading to their discontinuation due to errors and customer dissatisfaction [14][19]. - The complexity of restaurant ordering involves dynamic customer preferences and non-standard interactions, which current AI technologies struggle to manage effectively [19]. - Emotional experiences in dining, such as personalized service from baristas, significantly impact customer satisfaction and cannot be replicated by AI systems [21]. Group 4: Future of Human Roles in the Industry - While robots can replace some labor, they cannot fully replace chefs, especially in creative roles such as recipe development and flavor innovation [26][28]. - The future may see chefs transitioning to "dish designers," focusing on creativity while robots handle routine cooking tasks, enhancing food safety and meeting diverse dining needs through human-machine collaboration [28].