Core Insights - The humanoid robot sector is experiencing rapid development, with leading companies expected to exceed production of 1,000 units this year, and 2025 may mark the "mass production year" for humanoid robots [1] - The company plans to invest in over 10 selected robotics firms annually through its fund platform, focusing on three main areas: vertical innovation in specific fields like healthcare and industry, core supply chain technologies, and upgrades in human-robot interaction for consumer-grade robots [1] - The company emphasizes a long-term perspective in supporting enterprises, recognizing that robotics is a technology-intensive field with long cycles, and anticipates the emergence of companies with valuations in the hundreds of billions or even trillions [1] Investment Strategy - The company has established Beijing Shoucheng Robot Technology Industry Co., Ltd. to provide diversified services such as financing leasing, sales agency, industry consulting, and supply chain management, aimed at addressing key bottlenecks in the development of robotics companies [2] - The investment process involves thorough due diligence, focusing on the capabilities of founding teams and supply chain capabilities, with a preference for companies that possess technological barriers and strong commercialization potential [2] - A comprehensive risk control system is in place throughout the project lifecycle, utilizing a pre-investment checklist and a self-developed enterprise valuation assessment model for quantitative analysis [2] Industry Trends - The company is investing across various segments of the robotics industry, including embodied intelligence/humanoid robots, medical robots, consumer robots, and upstream components, with a focus on building a sustainable value creation mechanism [3] - In industrial applications, the company notes that while some specific areas may see mature applications within 1-2 years, further technological development is required for household scenarios [3] - The rapid emergence of new technologies in the robotics field presents both opportunities and challenges, necessitating support for team building, supply chain, application scenarios, data collection, and sales agency to help companies progress [3]
首程控股执委会委员、联席总裁叶芊：扶持企业要有“长视角” 投资行业要有“长链条”