Shoucheng’s Robotics Bets Deliver 4x Portfolio Gain

Robotics Strategy Delivers Multi‑Fold Portfolio Returns

Shoucheng Holdings (0697.HK) has reported that its focused push into the robotics industry, launched in 2024, has produced an overall absolute book return of more than four times across a portfolio of over 20 robotics enterprises. The company attributes this performance to precise sector selection and a systematic, forward‑looking investment approach that spans the full robotics value chain, from hardware to intelligent applications.

According to Company Secretary Kang Yu, several early‑stage bets have become standout winners. Flagship holdings including Unitree Robotics, Galaxy General Robots and Zibian Technology have each delivered investment returns exceeding 10 times, helping drive the portfolio’s aggregate performance and drawing increased attention from market participants who see further upside potential.

Management stresses that these outcomes are not the result of short‑term speculation, but of a long‑term strategy built on deep industry insight. Shoucheng positions itself as an industrial investor aiming to combine capital with operational and ecosystem support as the robotics sector moves into what it describes as a critical phase of scaled commercialization.

Building a Full‑Value‑Chain Robotics Ecosystem

A central element of Shoucheng’s approach is what it calls “ecosystem empowerment,” integrating capital with upstream and downstream resources to form a closed loop of “investment + industry + application.” The group has invested upstream in materials, components and core technology suppliers, midstream in robot OEMs and intelligent system manufacturers, and downstream in channels and application scenarios.

On the commercial side, Shoucheng says it has signed strategic agency agreements with roughly 100 robotics companies, establishing a nationwide distribution network intended to promote order conversion and product commercialization. It is also rolling out Robotics Technology Experience Stores and Robotics Livestream Sales Platforms to expand consumer‑facing use cases and shorten the path from innovation to market adoption.

The company argues that this full‑value‑chain collaboration enhances the commercialization capabilities of portfolio firms by generating real orders and operational data. That, in turn, is described as strengthening valuation foundations and the “long‑term growth logic” of the portfolio as a whole, as China’s robotics industry shifts from early breakout to accelerated corporate development.

Flagship Projects and Capital Market Outlook

Several portfolio companies are now moving into later‑stage financing and potential listing phases. Zibian Robot, a representative embodied‑intelligence business within the portfolio, recently completed an A++ financing round of about RMB 1 billion joined by leading institutional investors. Shoucheng’s affiliated fund, which invested at an early stage, realized a return of more than 10x in this round.

Unitree Robotics, described as a leading player in the global quadruped robot market, is advancing its capital‑market process and is regarded within the company’s disclosures as a key IPO‑track candidate in the robotics space. Other core holdings, including Galaxy General Robots, are said to be demonstrating steady growth momentum, supporting overall portfolio performance.

Kang Yu expects that around four robotics companies in the portfolio may initiate listing plans this year, including Unitree Robotics. Shoucheng views progress toward public listings as a key milestone for value realization and an indicator that its long‑term ecosystem strategy is entering a broader realization phase in capital markets.

Livestream to Showcase Ecosystem and Consumer Push

To highlight these developments and accelerate market adoption, Shoucheng will host its first livestream session, branded the “Breaking the Barrier Initiative,” this Sunday, 18 January 2026, at 7:50 p.m. on Douyin and WeChat Channels. The event will focus on robot product sales and market validation and is intended to speed the transition from technology demonstration to consumer‑level applications.

From an investor perspective, the livestream is positioned as a platform for in‑depth discussion of industry trends and portfolio company strategies. Shoucheng plans to cover technological innovation, brand positioning and future development plans behind core products, aiming to give audiences insight into both product capabilities and the longer‑term competitiveness of the companies involved.

Shoucheng presents its integrated model of “capital + industrial ecosystem + application scenarios” as a replicable reference for China’s robotics industry. As the sector’s commercialization accelerates, the group is using both investment performance metrics and public‑facing initiatives such as livestream sales and experience stores to underline how its ecosystem strategy is being translated into tangible orders and, increasingly, realized returns.