Core Viewpoint - Tusu Automation Technology (Shanghai) Co., Ltd. has completed several tens of millions in Series A financing, with the funds primarily allocated for R&D, team building, and operational support to enhance product optimization [4][11]. Company Overview - Founded in 2016, Tusu Technology focuses on solving automation challenges in industrial polishing, specializing in the development and production of AI intelligent polishing robots [4][7]. - The company offers automated polishing solutions with core self-developed product modules, including TS flexible constant force polishing devices and AI-specific polishing process modules [4][8]. Market Potential - The potential market demand for polishing robots in sectors such as rail transit, passenger vehicles, civil aviation, and wind power exceeds 35 billion yuan, with a continuous growth trend [7]. - The automation rate for surface polishing remains below 10%, indicating significant room for growth compared to other industrial automation areas [7]. Technology and Product Features - Tusu Technology's AI intelligent polishing robots utilize a full-stack self-developed technology, including defect recognition, online path planning, and real-time flexible force control [8][9]. - The TS flexible constant force polishing device can autonomously complete force control with just the input of contact force values, while the adaptive polishing tools can switch between different polishing modes [8][10]. Operational Efficiency - The AI intelligent polishing robots can significantly reduce labor requirements; for instance, a task that typically requires 14 workers over two days can be completed by four robots in the same timeframe [10]. - The company has established partnerships with leading firms in various industries, including China CRRC and China Aerospace, and aims to achieve a billion-level order target this year [10][11]. Investment Perspective - Investors view Tusu Technology as a key player in the automation sector, particularly in fine polishing and intelligent surface treatment, which currently has the lowest penetration rate in manufacturing [11]. - The company has already secured significant orders from benchmark clients and is expected to expand its customer base, supporting its medium to long-term growth [11].

Core Insights - Tusu Technology has completed a multi-million A round financing led by Yunshi Capital, with funds primarily allocated for R&D, team building, and operational support [1][9] - The company focuses on AI intelligent polishing robots, addressing automation challenges in industrial production, particularly in sectors like rail transportation, aerospace, wind energy, and automotive [1][3] Company Overview - Founded in 2016, Tusu Technology specializes in developing and producing AI intelligent polishing robots and providing automated polishing solutions [1][3] - The company has a strong R&D team, with over 70% of its workforce dedicated to research and development, and its core team has extensive experience from leading institutions [8] Market Potential - The potential market demand for polishing robots in sectors such as rail transportation, passenger vehicles, civil aviation, and wind energy exceeds 35 billion yuan, with a continuous growth trend [3][4] - Despite advancements in industrial automation, the automation rate for surface polishing remains below 10%, indicating significant room for growth [3] Technology and Product Offering - Tusu Technology's AI intelligent polishing robots utilize proprietary technologies for defect detection, online path planning, and real-time flexible force control [4][7] - The robots can adapt to various surfaces and conditions, significantly improving efficiency and quality compared to manual polishing, which often requires a large workforce [7] Strategic Partnerships - The company has established close collaborations with leading firms in various industries, including China CRRC, AVIC, and China Aerospace, and aims to achieve a target of over 100 million yuan in orders this year [7][9]