（来源：南湖晚报） N506班 赵嘉一 一天，我睡觉时做了一个奇妙的梦，梦到了未来的我请我去20年后参观！真期待呀！未来是什么样呢？ 是哪些方面进步了呢？是环境、交通、科技、建筑还是文化？ 到了家中就有一位管家机器人根据我的身体状态和饮食爱好，让厨师机器人自动翻炒菜品。吃好了饭我 休息了一会儿就有一位机器人老师来指导我写作业，这样写作业一点儿也不难呀！写好作业就可以带上 VR眼镜开始娱乐。有一次我看见母亲受伤了，只要按下手机就有纳米机器人来救治！ 然后，我又去了学校，那里还开设了非遗文化课和方言课，真是新奇呀！非遗文化也有许多种，比如年 画、龙口粉丝、吹糖人和做香包……果然时代会进步，但非遗文化和中华永远不会退步的！ 转自：南湖晚报 科学畅想 二十年后的家乡 二十年后的美好生活真是多姿多彩！充满了无限魅力，便利的科技、交通，优美的环境。我很期待我的 家乡能如我现在所见，让我家乡的每一个人来享受着未来美好的世界！我相信，只要我们一起努力，这 美好的未来终将会成为现实。 ...

Core Insights - Humanoid robots are transitioning from laboratory settings to practical applications in daily life and production, with data scarcity being a significant bottleneck for large-scale deployment [1][2] - The Shijingshan Humanoid Robot Data Training Center, the first of its kind in Beijing, is expected to produce over one million high-quality multimodal data entries annually, providing data services to various domestic and international large model and robotics companies [1][3] Group 1: Importance of Data - High-quality, diverse, and real-world multimodal data is essential for training AI models in robots, directly influencing their ability to operate effectively in various scenarios [2] - The lack of real-world data is identified as a fundamental bottleneck in the development of intelligent robotics, emphasizing the need for large-scale applications to generate authentic data [2] Group 2: Training Center Features - The training center spans 3,000 square meters and features diverse robotic forms, including dual-arm lifting robots, wheeled humanoid robots, and bionic quadrupeds, organized into training and application scenario areas [1][3] - The center aims to address three core issues in the robotics industry: insufficient cross-scenario data generalization, significant gaps between simulated and real environments, and the lack of standardized data formats and efficient iterative ecosystems [2] Group 3: Collaborative Ecosystem - The training center collaborates with over ten companies in the embodied intelligence industry, creating a comprehensive ecosystem that covers perception, decision-making, and execution [3] - The center's data output is already being utilized by leading domestic and international large model and robotics enterprises, indicating its role in fostering innovation and collaboration within the industry [3]

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].

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]