YOUIBOT优艾智合

About

YOUIBOT was founded in 2017 by Zhang Chaohui, a PhD from Xi'an Jiaotong University. It is an embodied intelligence industrial tech company known for its 'one brain, many forms' architecture — using the MAIC embodied intelligence model to uniformly drive multiple hardware forms including industrial AMR mobile robots and inspection/O&M robots, covering the two scenarios of industrial logistics and inspection/O&M, focused on high-barrier industries such as semiconductors, energy/chemicals, lithium batteries and 3C. Core technologies are laser SLAM navigation, integrated mobile manipulation and multi-robot scheduling. Revenue grew at an 80.9% CAGR over 2022-2024; by 2024 its revenue ranked No. 1 globally among industrial mobile manipulation robots (Frost & Sullivan); 2025 revenue was RMB 340M (+33.27%) with a 36.54% gross margin (48.1% for inspection). It first filed for a HKEX listing on September 26, 2025 to become the 'first mobile manipulation robot stock' and re-filed in March 2026.

Technical Approach

Core technical routes: laser SLAM navigation (high-precision self-localization and mapping), integrated mobile manipulation (mobile base plus robotic arm compound operations), and a multi-robot scheduling system (fleet coordination). 'One brain, many forms' architecture: the MAIC embodied intelligence model serves as a unified brain driving multiple robot forms, decoupling model from hardware with shared data and co-evolution.

Commercialization（4）

• ◆Customer structure: focused on high-barrier industries — semiconductors, energy/chemicals, lithium batteries, 3C — with clear demand and well-defined scenario boundaries
• ◆Revenue structure: 2025 revenue RMB 340M (+33.27%), industrial logistics 59.4% and inspection/O&M 40.6%; gross margin 36.54% (inspection 48.1%, logistics 28.6%)
• ◆Technology validation: validate first, scale later — building deep moats in high-barrier industries
• ◆Global footprint: multi-base operations across Shenzhen, Hefei, Huzhou and Suzhou

Position & Strengths（4）

• ◆Frost & Sullivan: No. 1 globally by 2024 revenue in industrial mobile manipulation robots
• ◆'One brain, many forms' differentiation: unified intelligence driving multiple hardware forms, with the model decoupled from hardware
• ◆High margin plus high technical barriers: 48.1% inspection gross margin; strong customer stickiness in semiconductor and similar scenarios
• ◆Called one of the 'two robotics champions' alongside Rokae (Rokae pursuing general-purpose scale, YOUIBOT vertical excellence)