優必選:2023年收入10.55億元,人形機器人商業化進展明顯
優必選發佈財報顯示,2023年全年總收入10.55億元,同比增長4.7%;經調整EBITDA虧損5.15億元,相比上一年度進一步收窄。兩項業務實現雙位數增長:智慧物流全年貢獻3.89億元的收入,同比增長47.9%;消費級機器人及其他硬件貢獻了2.53億元的收入,同比增長91.5%。2023年,優必選研發投入達4.9億元,同比增長14.5%,佔同期總營業收入的46.4%,近四年平均研發投入超50%,長達12年的研發投入形成的全棧式技術佈局已經成為優必選人形機器人的“護城河”。2023年,優必選獲得授權專利500餘項。截至2023年12月31日,優必選全棧式技術擁有2100餘項機器人及人工智能相關專利,相比2022年大增31.25%,其中逾1200項為發明專利,佔比達57%,逾400項為海外專利,佔比近20%。根據2023年人民網研究院發佈的《人形機器人技術專利分析報吿》統計,優必選在人形機器人有效專利數量上全球第一。2023年,優必選人形機器人商業化進展明顯,率先探索人形機器人在工業場景的應用,研發工業人形機器人Walker S,並與行業優秀合作伙伴一起推進人形機器人在汽車製造領域的落地應用,聯合打造試點示範工位,共同推動面向工業場景的人形機器人規模化應用。
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