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途虎养车以优质供给激活汽车后市场消费潜力,途虎养车以优质供给激活汽车后市场消费潜力_我的网站
A | 2026年上半年，中国汽车服务行业在结构优化中持续演进，供给端质量稳步提升，劣质供给加速出清、连锁化与品牌化趋势愈发明显。
Chinese robot company Unitree Robotics held an online investor meeting on Friday for its initial public offering (IPO) on the Shanghai Stock Exchange's STAR Market, with Unitree founder Wang Xingxing saying the firm will continue to advance key software and hardware technologies and explore a broader range of product forms and models.
The company is set to become China's first publicly listed humanoid robot maker, representing an important milestone not only for Unitree itself but also for China's booming robotics industry. Greater access to capital will further accelerate technological innovation and promote the high-quality development of the robotics industry, an expert noted.
Speaking at the online investor meeting, Unitree founder Wang Xingxing said the firm will continue to advance key software and hardware technologies, including embodied AI foundation models, scenario-based data collection and analysis, reinforcement learning, embodied robot models, in-house development of core components, and high-performance actuators.
Wang revealed that the company is also actively exploring a broader range of product forms and models, including humanoid robots, quadruped robots and mecha robots, with the aim of enabling robots to take on physically demanding and high-risk tasks, freeing up human creativity and advancing robotics technology for the benefit of society.
Talking about the potential for the robotics industry, Wang said multiple factors are driving market demand, including an aging population, rising labor costs and growing demand for higher productivity and a better quality of life.
Against this backdrop, high-performance general-purpose robots capable of assisting humans with a wide range of tasks are emerging as an important solution to labor shortages and productivity bottlenecks, pointing to vast market potential, Wang noted.
Since its establishment, Unitree has focused on the research, development, production and sales of high-performance general-purpose humanoid robots, quadruped robots, robotic components and embodied AI models.
Reviewing the company's performance, Wang said his company has recorded steady growth in recent years. In 2025, while its net profit excluding non-recurring items grew rapidly, the company also ranked first globally in humanoid robot shipments.
Ahead of the roadshow, Unitree unveiled the pricing of its IPO and the results of its strategic placement. The company announced on Thursday that its IPO on the STAR Market was priced at 150.80 yuan per share.
Unitree will issue about 40.45 million shares, accounting for 10 percent of its total shares after the offering. The IPO is expected to raise about 6.1 billion yuan, exceeding its previously planned fundraising target of 4.2 billion yuan.
Unitree has attracted significant market attention and is expected to become the first humanoid robot company listed on China's A-share market, Liu Dingding, a veteran industry analyst, told the Global Times on Friday, noting that the company's upcoming listing would mark an important milestone not only for the company but also for China's robotics industry, which is accelerating its commercialization and market-oriented development.
More importantly, for Unitree, tapping the capital market will provide stronger support for sustained R&D investment and capacity expansion, Liu said, adding that "greater access to capital could significantly shorten R&D and market validation cycles that might otherwise take three to five years, further enhancing the global competitiveness of China's robotics industry."
The company is well aware that its current achievements are only a starting point, said Wang at Friday's roadshow. The embodied AI industry is still at an early stage of development, similar to the early days of home appliances and personal computers, and further progress will require joint efforts across the industry, he said.
Founded in 2016, Unitree mainly produces humanoid robots and quadruped robots. According to its prospectus, the company shipped more than 5,500 humanoid robots in 2025, ranking first globally. From 2023 to 2025, Unitree sold more than 33,000 quadruped robots, cementing its leading position in the global quadruped robot market.
The rapid growth of China's robotics industry is underpinned by the country's complete industrial chain and production capabilities. China is now home to more than 140 humanoid robot manufacturers, with annual shipments reaching 14,400 units, accounting for 84.7 percent of the global total, CCTV News reported. In other words, roughly eight out of every 10 humanoid robots shipped worldwide come from China.
。 作为全球门店规模最大的汽车服务连锁平台，途虎养车紧抓行业结构性变革机遇，积极响应商务部等九部门发布的《关于培育壮大汽车后市场消费若干措施的通知》中“鼓励维修企业集约化、专业化、品牌化连锁经营”的政策导向，将自身规模化、标准化、数字化优势深度融入国家扩大汽车后市场消费的大局，以稳健的经营业绩和持续扩大的市场份额，为激发汽车后市场消费活力提供了标杆范例。 途虎养车近日发布的2026年中期业绩报告显示，截至2026年6月30日，途虎养车工场店数量达8825家，上半年净增817家，领跑行业。报告期内集团实现总收入人民币87.8亿元，同比增长11.4%，注册用户增长至1.75亿，市场份额加速提升，展现出穿越周期的强大发展韧性与活力。 促就业，为行业高质量发展注入人才动能 就业是最大的民生。随着门店网络持续向城市下沉，上半年新开门店中低线城市占比约65%，途虎养车在促进行业规范化发展的同时，也为社会提供了大量稳定的就业岗位。
B | 与此同时，途虎持续通过体系化培训赋能技师队伍成长，截至报告期末，持证低压电工技师近1500名，同比增长68%，有效充实了新能源售后服务领域专业人才储备，为行业转型升级筑牢人才基石。 携手共赢，以优质供给稳固中小商家经营底盘 中小微经营主体是经济发展的“底盘”。途虎养车始终坚持与加盟商共同成长，上半年全面梳理招商体系，通过精细化运营赋能，实现了现有加盟商超过90%的到期续约率。在行业结构优化的背景下，不仅大量个体及小型业主选择加盟更为稳健的途虎网络，更有区域性连锁企业(如湖南国合快车、西安恒泰集团)选择深度合作，彰显了途虎加盟体系的长期吸引力。
C | 得益于精细化运营与帮扶举措，报告期内途虎工场店同店履约用户数与同店收入均保持同比正增长，盈利门店比例维持在约90%的健康水平。 深化数字化与新能源布局，政策红利助力服务提质 《关于培育壮大汽车后市场消费若干措施的通知》首次明确了支持“线上预约+线下维修”服务体系建设，途虎长期坚持的发展路径与政策高度契合。 此外，上半年，途虎持续深化AI在智能导购、质检、供应链管理等核心场景的应用，运营效率与服务体验进一步提升。在新能源赛道，平台新能源交易用户数达530万，同比增长56.7%，保外专修服务收入同比增速超两倍。途虎正凭借先发布局优势，持续承接“引导新能源整车及动力电池生产企业开放维修技术授权”政策带来的市场机遇，已先后与蔚来、五菱新能源、新石器无人车等企业达成战略合作，在用户运营、原厂配件直供、官方售后授权及智能电动车维保等领域深度协同。 汽车服务需要长期主义与踏实耕耘。途虎养车将继续以政策为导向，以用户需求为核心，持续优化优质供给，在行业调整期坚定投入，为推动中国汽车服务行业高质量发展、激活汽车后市场消费潜力贡献企业力量。
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