市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 公司公告指出，对于控股子公司达晨财智直接持有的卧安机器人股份，公司将其划分为"以公允价值计 量且其变动计入当期损益的金融资产"。卧安机器人的上市预计将对该部分股权的公允价值产生影响， 进而对公司2025年度的归母净利润产生约5200万元的正面影响。据公告，该金额约占电广传媒2024年度 经审计归母净利润的54.20%。公司同时提示，由于二级市场价格存在波动，该部分金融资产的公允价 值及对后续年度业绩的影响具有不确定性。 对于通过达晨创鸿等基金持有的卧安机器人股份，公司将其划分为"其他权益工具投资"。公告称，该部 分持股预计不会对公司2025年度的经营业绩产生重大影响，但预计将对以后年度的经营业绩产生积极影 响。 卧安机器人被市场视为"AI具身家庭机器人第一股"。根据电广传媒此前的投资信息，其控股子公司达晨 财智及其管理的基金于2022年参与了该公司的投资。 湖南电广传媒股份有限公司（证券代码：000917）于1月4日晚间发布公告，披露其参股公司卧安机器人 （深圳）股份有限公司已于2025年12月30日在香 ...

六个IPO的集体亮相，不仅代表着热闹纷繁的港股2025年IPO正式收官，从硬科技到新消费，从行业龙头到细分赛道王者，六家公司涵盖AI制药、数字孪 生、家庭机器人、高端国货护肤等多元赛道，也折射出香港资本市场的强劲韧性。 英矽智能、林清轩、迅策、卧安机器人、美联股份、五一视界（51WORLD）的公司市值分别超167亿港元、118亿港元、156亿港元、164亿港元、9亿港 元、161亿港元。 21世纪经济报道记者 吴佳楠 深圳、香港报道 今天的港交所大厅，注定是2025年度最热闹的一幕。 12月30日，英矽智能（3696.HK）、林清轩（2657.HK）、迅策（3317.HK）、卧安机器人（6600.HK）、美联股份（2671.HK）、五一视界（6651.HK）等6 家公司同日鸣锣挂牌，呈现"六锣齐鸣"的盛况。 截至收盘，六家公司的股价都出现不同程度的涨幅，均无破发。 "六锣齐鸣" 此次同日上市的6家企业，赛道分布多元且踩中市场风口，既有硬核科技的前沿探索，也有新消费的国货崛起，其中科技类企业占据半壁江山。 在港交所敲钟仪式现场，卧安机器人创始人、董事长兼CEO李志晨激动表示："我今年34岁，我至少还工作40年， ...

Core Viewpoint - The capital frenzy in the robotics sector is being propelled to new heights by the footsteps of new entrants, with Leju (Shenzhen) Robot Technology Co., Ltd. changing its name to Leju Intelligent (Shenzhen) Co., Ltd. to align with its strategic development needs, potentially signaling its intent to pursue an IPO [2][3] Group 1: Company Developments - Leju's name change is seen as a precursor to its IPO ambitions, intensifying the competition among companies in the robotics sector [3] - The company has a strong foundation, with its founders and core team originating from Harbin Institute of Technology, and has attracted significant investment since its establishment in 2016 [4] - Leju has successfully delivered 100 robots in 2024, with a 200% year-on-year increase in order volume in Q1 2025, and plans to deliver around 1,000 robots this year [4][9] Group 2: Market Dynamics - The race to IPO is heating up, with companies like Yushu Technology completing their restructuring and initiating listing guidance in under four months, setting a new timeline for others [5] - The human-shaped robot industry has high technical barriers and significant R&D investment, making early access to capital crucial for gaining competitive advantages [6] - The stock prices of companies in the human-shaped robot industry have been rising, reflecting positive market expectations for the sector's future value [7] Group 3: Strategic Approaches - Companies are adopting two distinct strategies: one focuses on building a resource network across the industry chain through capital, while the other emphasizes deep engagement in the industry to solve practical problems [8] - Leju aims to establish a joint venture with leading companies to develop key technologies for human-shaped robots, indicating a focus on hardware design and stability in complex environments [9] - The ultimate goal for all players in the industry remains the successful commercialization of their products, as the competitive landscape begins to shift [9]

Core Insights - The leading warehouse robot company, Geek+, went public on the Hong Kong Stock Exchange on July 9, raising over HKD 2.7 billion, setting a new record for IPO fundraising in the robotics sector [1] - A total of 13 robotics companies have submitted listing applications to the Hong Kong Stock Exchange in the first half of the year, with 8 of them applying in June alone [1][2] - The robotics industry is experiencing rapid technological advancements and increased market interest, with the Hong Kong Stock Exchange easing listing requirements for specialized technology companies [1][7] Group 1: Industry Trends - The surge in robotics companies going public reflects the industry's robust growth, with significant developments in various sectors such as logistics, service, and industrial applications [6][7] - The production of industrial robots in China increased by 32% year-on-year in the first five months of 2025, reaching 287,200 units, while service robots saw a 14% increase, totaling 5.31 million units [6] - The global demand for humanoid robots is projected to reach approximately 2 million units by 2030, corresponding to a market space of about CNY 570 billion [7] Group 2: Company Listings - The 13 companies that have submitted applications include a diverse range of products such as lawn mowers, vacuum cleaners, industrial robots, and AI-driven household robots [2][3] - Notable companies in the listing process include XianGong Intelligent, Stand Robot, and KaiLeSi Technology, all of which are leaders in their respective fields [4][5] - Companies like CloudTrace Technology and LeDong Robot are also planning to go public, focusing on service robots and household robots [5] Group 3: Financial Performance - Despite the industry's promising outlook, many companies face significant financial challenges, with several reporting losses due to high R&D and marketing expenditures [10][11] - For instance, Geek+ reported a net loss of CNY 832 million in 2024, primarily due to aggressive market expansion strategies [11] - Companies like Estun and Meggitt also reported substantial losses, with Estun facing a loss of CNY 810 million, marking its first major loss since going public [10][11] Group 4: Fundraising and Use of Proceeds - Most robotics companies aim to enhance their R&D capabilities and operational funding through their IPOs, with specific plans for global market expansion and product development [13] - For example, CloudTrace Technology plans to use its IPO proceeds for R&D upgrades and supply chain optimization, while Meggitt intends to focus on technology development and sales network expansion [13]