管家机器人

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破解机器人产业瓶颈,北京这个训练中心年产百万数据
Bei Jing Ri Bao Ke Hu Duan· 2025-08-16 01:20
转自:北京日报客户端 人形机器人作为最具潜力的智能载体,正逐步从实验室走向生活与生产。而缺乏真实数据"养料",已成 为限制人形机器人规模化落地的重要瓶颈。8月15日,在首钢园举行的石景山人形机器人数据训练中心 开放日活动上,记者获悉,作为北京首个人形机器人数据训练中心,该中心每年预计可产出超百万条高 质量多模态数据,目前已为多家海内外的大模型企业、机器人企业提供数据服务。 农业机器人将成熟的番茄采摘下来放进篮子,收纳机器人在床边整理被单,清洁机器人在卫生间洗刷马 桶,管家机器人在阳台浇花……在数据训练中心内,108台机器人形态多样,包括具身双臂升降机器 人、轮式人形机器人、单臂无人机、单臂四足仿生机器人等。该人形机器人数据训练中心占地3000平方 米,创新性地划分为"九年一贯制"训练区和"机器人大学"场景区,围绕家庭康养、特种作业、新零售、 汽车装配、机器人新餐饮等十大实景应用场景,每个机器人都在忙碌地完成各种场景任务,并对相应的 动作数据进行采集。 对于机器人而言,数据为何重要?记者了解到,数据,尤其是高质量、多样化、贴近真实世界的多模态 数据(融合视觉、听觉、触觉、动作指令等多种信息),是训练机器人"大脑 ...
出海卖货年入6亿元 卧安机器人能否顺利在港IPO?
Xi Niu Cai Jing· 2025-06-11 08:33
Core Viewpoint - Woan Robotics is preparing for an IPO, focusing on smart home robotics and claiming to be the largest AI-driven home robotics system provider globally, with a market share of 11.9% as of 2024 [1][2]. Financial Performance - Revenue projections for Woan Robotics from 2022 to 2024 are 275 million RMB, 457 million RMB, and 610 million RMB, respectively, indicating a compound annual growth rate (CAGR) of 49.0% [2]. - Gross profit for the same period is projected to be 94 million RMB, 231 million RMB, and 316 million RMB, with a CAGR of 83.1% [2]. - Gross margins are expected to improve from 34.3% in 2022 to 51.7% in 2024 [2]. - The company is nearing breakeven, with an adjusted net loss rate of 0.5% in 2024 and positive adjusted EBITDA of 5.81 million RMB in 2023 and 26.08 million RMB in 2024 [2]. Research and Development - R&D expenditures from 2022 to 2024 are projected at 62 million RMB, 89 million RMB, and 112 million RMB, with a CAGR of 34.7% [2]. - As of June 3, 2025, the R&D team consists of 219 members, accounting for 50.7% of total employees, and the company holds over 269 patents, including 43 core innovation patents [2]. Market Presence - Woan Robotics primarily targets overseas markets, with revenue distribution in 2024 expected to be 57.7% from Japan, 21.4% from Europe, and 15.9% from North America [3][4]. - The company faces risks related to its reliance on foreign markets, including currency fluctuations and tariff pressures, with a projected exchange loss of 6.5 million RMB in 2024 due to yen depreciation [4][5]. Sales Channels - In 2024, 64.2% of Woan Robotics' revenue is expected to come from Amazon channels, with 35.8% from Amazon VC wholesale and 28.4% from Amazon SC third-party seller channels, indicating a high dependency on Amazon [5][6]. Supply Chain Challenges - Despite its market presence, Woan Robotics sources 90% of its raw materials from China, leading to concerns about supply chain resilience amid increasing competition from tech giants like Google and Amazon in the home robotics sector [7].
营收超6亿元,接近盈亏平衡,卧安机器人的海外生意经
Bei Jing Shang Bao· 2025-06-10 09:09
Core Viewpoint - If Woan Robotics successfully lists in Hong Kong, it will become the world's first stock for AI embodied home robots, holding a leading market share of 11.9% in the AI embodied home robot system sector according to Frost & Sullivan [2] Group 1: Company Overview - Woan Robotics was founded in 2015 by two alumni from Harbin Institute of Technology and has submitted its listing application to the Hong Kong Stock Exchange ten years later [2] - The company has generated revenues of 275 million yuan, 457 million yuan, and 610 million yuan from 2022 to 2024, approaching breakeven in 2024 with an adjusted net loss rate of 0.5% [2] - The company’s revenue is primarily derived from AI embodied home robot system products and other smart home products and services, with the former including dexterous robots and enhanced mobile robots [2] Group 2: Product and Market - Woan Robotics has a product matrix covering seven categories with a total of 42 standard product units (SPUs), including various types of service robots sold in over 90 countries and regions [3] - From 2022 to 2024, the Japanese, European, and North American markets contributed 95.5%, 95.6%, and 95% of the company's total revenue, with Japan being the largest market [3] - The sales and distribution network includes direct-to-consumer (DTC) channels, retail channels, and distribution channels, with significant sales through major e-commerce platforms like Amazon [3] Group 3: Financial Performance - The net losses for Woan Robotics from 2022 to 2024 were 86.934 million yuan, 16.287 million yuan, and 2.674 million yuan, primarily due to R&D and sales expenses [5] - The adjusted EBITDA was negative in 2022 but turned positive in 2023 and 2024, with figures of 5.814 million yuan and 26.081 million yuan respectively [5]