送物机器人

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2025年中国餐饮配送机器人行业产业链、市场规模、行业政策、代表企业分析及行业趋势研判:行业将保持快速的发展势头,市场空间巨大[图]
Chan Ye Xin Xi Wang· 2025-06-22 02:00
内容概要:餐饮配送机器人是一种基于人工智能、自动驾驶和物联网技术从事送餐、回盘及接待等工作 的商业服务机器人,应用于餐厅、酒店、食堂等餐饮商业场景。近年来,餐饮行业也开始使用机器人来 送餐,目前主要用于餐厅和酒店等室内场景。在新冠疫情期间,国内餐饮配送机器人市场规模实现快速 增长,从2020年的2.76亿元增长至2023年的5亿元,年均复合增速达到21.9%。2024年我国内餐饮配送机 器人市场规模约为6.03亿元,预计2025年有望达到7.26亿元。随着我国科学技术的不断提升,餐饮配送 机器人成本和价格将逐渐下降,餐饮配送机器人在各大商用场景快速渗透,行业将保持快速的发展势 头,市场空间巨大。 上市企业:九号公司(689009)、亿嘉和(603666)、科沃斯(603486) 相关企业:上海擎朗智能科技有限公司、深圳市普渡科技有限公司、苏州穿山甲机器人股份有限公司、 北京猎户星空科技有限公司、北京云迹科技股份有限公司、深圳优地科技有限公司、达阀机器人股份有 限公司、广州映博智能科技有限公司、九号有限公司、寒武纪、商汤科技、ABB、Intel、天奇股份、科 大讯飞、广州联胜、肯德基、麦当劳、海底捞、维也纳酒店 ...
人形机器人会干掉哪些酒店岗位?
Hu Xiu· 2025-06-06 00:27
昨天晚上,我刷短视频,竟然看到一群人形机器人在打架。 两个机器人站在擂台上挥拳对战,三回合计分制,打中头部得分、摔倒扣分、起不来直接判负。 这些硅基生命们一通拳打脚踢后,评论区一片惊呼:这是《铁甲钢拳》现实版啊。 但我脑子里蹦出的却是另一个念头:"这玩意要是放进酒店,怕不是能直接顶三个人用?" 不是说笑。 你想想,人形机器人能识别目标、站稳脚跟、还能还击回合计分。 那它搬个行李、开个门、巡逻站岗,是不是轻轻松松? 关键它是"人形",那就无限接近于人。 不是那种又白又胖,滚来滚去,专职送瓶水的"箱子机器人",而是真正能用手、能迈腿、能判断、能互动的高度拟人化产 品。 也正因为是人形,它才有机会干掉人类现在在酒店里干的大量工作: 前台:客人到店、迎宾接待、递水递伞,微笑语音包自带。 这些事,不是送物机器人能完成的。 它们顶多送个水、送瓶洗发水,复杂点的流程、突发状况,一概应付不了,有时进个电梯,都会被人一脚踹出去。 而人形机器人就不一样了,它们具备了这些更高层次的"执行+判断"能力。 一 行李员:提行李、开门、引路,全靠双手+导航; 安保员:夜间巡逻、异常识别、自动报警,不怕累也不怕黑; 据IDC预测,人形服务机 ...
北京明星机器人公司要IPO了
投中网· 2025-04-04 06:36
在酒店送东西的机器人要IPO了。 作者丨黎曼 来源丨 投中网 将投中网设为"星标⭐",第一时间收获最新推送 在万豪、洲际、凯悦、锦江、亚朵等3万多家酒店里送东西的机器人要IPO了。 该机器人来自"云迹科技",由一位深耕传感器与自动化领域的女工程师支涛,带着对"机器人服务人类"的执着信念创立于2014年。 十年磨一剑,这家从北京中关村起步的创业公司,凭借一款款"能送物、会清扫、懂调度"的智能机器人,不仅征服了北京冬奥会的奥运村,更在全球酒 店场景中稳坐市占率第一的宝座,年收入突破2.4亿元。 如今,云迹科技以"机器人服务智能体第一股"之名冲刺港交所,背后站着阿里巴巴、联想、腾讯、携程、安徽人工智能公司、中信证券、光控众盈、海 银资本、沸点资本、金茂资本、启明创投、澜亭资本、睿聚投资、河南科投、泰州东南文投基金等一众资本。 酒店场景市占率第一 云迹科技的创业故事始于2014年,由创始人支涛带领一支在传感器和自动化领域有着深厚背景的团队创立。团队成员在工业机器人和室内定位导航等方 面有着多年的技术积累和市场运营经验。起初,云迹科技专注于室内定位核心技术的研发,但很快意识到仅有底层技术难以找到合适的市场切入点。 而后 ...
在3万家酒店“送物”,53岁女创始人干出全球第一,即将IPO
创业邦· 2025-03-26 03:30
Core Viewpoint - Yunji Technology is preparing for an IPO on the Hong Kong Stock Exchange, aiming to become the first publicly listed company in the robot service industry, particularly in hotel delivery robots, with a significant market presence and a strong client base [2][4]. Group 1: Company Overview - Yunji Technology has submitted its prospectus to the Hong Kong Stock Exchange, indicating its intention to list on the main board [2]. - The company ranks first globally in the hotel scene intelligent agent market, with a market share of 9.0% as of 2023, and has over 34,000 corporate clients, including more than 30,000 hotels and 100 hospitals by the end of 2024 [12][14]. - The company has transitioned from plans for an A-share IPO to pursuing a listing in Hong Kong after terminating its previous guidance agreement [3]. Group 2: Founder and Leadership - The founder and CEO, Zhi Tao, is a notable female entrepreneur in the robotics field, with a background in engineering and management [6]. - Zhi Tao's vision for Yunji Technology was driven by the high labor costs and training difficulties in the hotel industry, leading to the development of robots that can operate continuously and efficiently [6][10]. Group 3: Business Model and Market Demand - Yunji Technology's robots are designed to perform repetitive tasks in hotels, allowing human staff to focus on more valuable interactions [6][10]. - The demand for delivery robots surged due to the rise of food delivery services, the COVID-19 pandemic, and regulatory changes in certain regions [9][10]. - The company has developed a comprehensive digital operation system (HDOS) that integrates AI capabilities to enhance service efficiency and reduce manual labor [10]. Group 4: Financial Performance - Yunji Technology's revenue grew from 161 million yuan in 2022 to 245 million yuan in 2024, with a compound annual growth rate of 23.2% [25]. - The gross margin improved from 24.3% in 2022 to 43.5% in 2024, driven by higher-margin AI digital system revenues [26]. - Despite revenue growth, the company reported net losses of 365 million yuan in 2022, 265 million yuan in 2023, and 185 million yuan in 2024, indicating a trend of decreasing losses [28]. Group 5: Investment and Valuation - Yunji Technology has attracted significant investment from major players like Tencent, Alibaba, and Lenovo, completing multiple funding rounds with a valuation reaching 4 billion yuan before the IPO [16][19]. - The company aims to leverage the IPO to enhance its research and development capabilities and expand into new markets and applications [31][33]. Group 6: Market Opportunity - The robot service intelligent agent market in China is rapidly growing, with an estimated market size of 3 billion yuan in 2023 and a projected growth rate of 18.7% annually, expected to reach 9.7 billion yuan by 2028 [29].