一周IPO动态，覆盖港股、美股、A股。 本文为IPO早知道原创 作者｜C叔 微信公众号｜ipozaozhidao 爱 芯元智 财务数据方面。2022年至2024年，爱芯元智的营收分别为0.50亿元、2.30亿元和4.73亿元，复合年 增长率为206.8%；2025年前三季度，爱芯元智的营收同比增至2.69亿元。 值得注意的是，爱芯元智的业务结构持续优化，高增长潜力业务表现突出——2025年前三季度，智 能汽车产品与边缘AI推理产品的销售收入同比增幅均超过250%，正快速成长为新的增长引擎。 爱芯元智创始人、董事长兼执行董事仇肖莘博士在上市致辞中表示："此次上市是爱芯元智发展的关 键里程碑，也意味着更大的社会责任与新征程的开启。未来，我们将以平台型战略纵深布局，持续突 破技术边界、拓展业务版图，加速推动AI从智能感知向具身智能跃迁。 港 股｜挂牌 上市 据IPO早知道消息，爱芯元智半导体股份有限公司（以下简称"爱芯元智"）于2026年2月10日正式 以"0600"为股票代码在港交所挂牌上市，成为"中国边缘AI芯片第一股"。 成立于2019年的爱芯元智作为一家AI推理系统芯片（"SoC"）的供应商，专注为边缘计算 ...

Core Viewpoint - Shenzhen Hairobo Innovation Intelligent Technology Group Co., Ltd. (Hairobo Innovation) is set to go public on the Hong Kong Stock Exchange, with a focus on automated picking solutions that significantly enhance warehouse efficiency and reduce labor intensity [2][3]. Group 1: Company Overview - Established in 2016, Hairobo Innovation has concentrated on automation in picking, a labor-intensive and time-consuming warehouse activity [3]. - The company launched the HaiPick robot in 2017, designed specifically for handling individual boxes rather than entire shelves, revolutionizing warehouse storage economics [3]. - Hairobo Innovation has introduced multiple generations of the HaiPick System, with the latest being the HaiPick Climb, which allows vertical movement along shelves, enhancing speed and efficiency [3]. Group 2: Market Position and Growth - Hairobo Innovation holds the largest global market share in ACR solutions, increasing from 24.2% in 2023 to 31.4% in 2024, marking the fastest growth among the top three ACR solution providers [5]. - The company has signed contracts with over 800 clients, including more than 70 Fortune Global 500 companies, and has a high customer retention rate of 80% in 2024 [6][8]. Group 3: Financial Performance - Total order amounts for Hairobo Innovation were 1.501 billion yuan in 2023 and 1.972 billion yuan in 2024, with 1.932 billion yuan in the first three quarters of 2025, nearing the total for 2024 [7]. - Revenue for 2023 and 2024 was 807 million yuan and 1.36 billion yuan, respectively, reflecting a year-on-year growth of 68.6%, the fastest among the top three ACR companies [8]. - Gross margins improved from 16.0% in 2023 to 26.3% in 2024, with adjusted EBITDA margins showing significant narrowing trends [8]. Group 4: Industry Trends - The ACR solutions market is expected to grow from 4.4 billion yuan in 2024 to 91 billion yuan by 2030, driven by the shift towards precise box-level and SKU-level automation [10]. - ACR solutions are becoming the preferred choice for warehouse automation due to their high-density storage, modular expansion, and lower system complexity, which meet the demands of picking-intensive industries [10]. Group 5: IPO Use of Proceeds - The net proceeds from the IPO will be primarily used to enhance technical capabilities, accelerate upgrades of ACR solutions, and expand global manufacturing operations [11].

2月13日，深圳市海柔创新智能科技集团股份有限公司(以下简称"海柔创新")正式向香港联合交易所递交 上市申请书，联席保荐人为高盛(亚洲)及中信证券(香港)。 按照规划，海柔创新此次IPO募集资金将主要用于深化技术研发、升级解决方案、完善全球供应链布局 等，旨在进一步巩固其在高速增长的箱式仓储机器人(ACR)赛道中的全球领导者地位。 规模和盈利显著改善：海柔创新的总收入从2023年的8.07亿元同比大幅增长68.6%，至2024年的13.60亿 元，在全球前三大ACR公司中增速最快。至2025年前九个月，其总收入已达12.63亿元。收入增长的同 时，其盈利能力亦同步增强，毛利率从2023年的16.0%提升至2024年的26.3%，2025年前九个月进一步 达到28.9%。 市场前景广阔：ACR因柔性强、效能高、投资回收期短，已成为仓储自动化领域增长最快的解决方 案。据灼识咨询预测，2024年至2030年全球ACR解决方案市场规模年复合增长率达65.7%，2030年将达 910亿元；渗透率预计将从2024年的2.6%提升至2030年的22.7%。 海柔创新成立于2016年，总部位于深圳。招股文件显示，海柔创新是A ...