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- 梅卡曼德启动招股：百年资管巨头Baillie Gifford领衔9家超豪华基石阵容 募资27亿港元用于AI研发与加速全球商业化香港, 2026年8月25日 - (亚太商讯) - 梅卡曼德机器人（MECH-MIND ROBOT, 股票代码：09615.HK）今日正式启动招股，拟以每股95.30港元至101.70港元的价格区间，发行约2,314.06万股股份，若连同超额配售权悉数行使，最高募资额达27.06亿港元。 本次发行获得超豪华基石投资者阵容力挺，由以长期重仓特斯拉、英伟达等科技巨头闻名的苏格兰百年资管巨头Baillie Gifford领衔，中国保险资管龙头泰康人寿、华尔街量化交易传奇Jane Street、比亚迪旗下产业资本Golden Link，以及Invus、Ghisallo、Ruihua、NGS Super Fund、易方达等知名机构共同参与。 标准化机器人“眼脑手”：全球市占率连续四年断层第一 梅卡曼德专注于为机器人提供“眼睛”（3D视觉）、“大脑”（AI决策）与“手”（灵巧操作）的完整执行闭环，致力于以标准化、通用化的产品组件破解机器人行业长期面临的高成本、难复制的定制化困局。凭借高度标准化的硬件与软件套件，公司产品具备极强的通用性与可复用性，能够灵活适配汽车、新能源、消费电子、教育及通用制造等多元化工业场景。 根据灼识咨询报告，2025年梅卡曼德在全球AI+3D视觉引导通用智能机器人组件市场以约22.1%的市场份额（收入约3.89亿人民币）高居榜首，收入规模几乎是行业第二名（8.5%）的2.6倍；按出货量计，公司市场份额达27.5%，超过其后四家厂商的总和。公司在中国、日本及北美市场均排名第一，在东南亚、欧洲及韩国市场亦处于领导者地位，并已连续四年保持全球市占率第一。 截至2026年3月31日，梅卡曼德已累计服务超过100家《财富》世界500强企业，全球部署产品超过27,000台，覆盖数十个行业的50多种不同场景，可处理超10万种货物类型。其客户名单涵盖宁德时代、比亚迪、美的、富士康、丰田、大众、特斯拉供应链等全球制造业巨头。公司客户粘性极高，2025年现有客户的收入贡献率高达78%，截至2026年3月31日已进一步升至86%，产品已深度嵌入客户的生产流程，形成高昂的转换成本与长期增长动能。公司同时透过全球范围内1,369家系统集成商的高效网络，触达接近50个国家和地区的终端客户。 财务高增长：毛利率跃升至64.6% 盈利路径清晰 财务数据显示，梅卡曼德正处于高速增长且盈利品质显著改善的关键阶段。2023至2025年，公司收入从1.81亿人民币跃升至3.89亿人民币，年复合增长率高达46.6%。2026年第一季度，收入同比大增73.1%至1.07亿人民币，在全球制造业投资放缓的背景下，展现出强劲韧性。 得益于规模效应释放、供应链成本优化以及高毛利海外市场收入占比提升，公司毛利率从2023年的39.1%大幅跃升至2024年的51.1%，并进一步攀升至2025年的64.6%，2026年第一季度更达64.8%。毛利方面，2024年同比增长94.5%，2025年同比增长82.8%，2026年第一季度同比增长79.7%，增长动能强劲。 剔除可赎回负债公允价值变动等非经营性因素后，公司经调整亏损净额由2023年的人民币3.34亿元大幅收窄至2024年的2.14亿元，并进一步收窄至2025年的1.09亿元，2026年第一季度经调整亏损仅0.33亿元，同比收窄14.6%，季度环比持续向好，清晰的盈利路径已然显现。与此同时，运营杠杆持续强化，销售费用率从2023年的102.7%大幅下降至2026年第一季度的42.4%，管理费用率从58.2%降至29.9%，研发费用率从65.6%降至36.0%。 产品销量与客户基础同步扩大。智能机器人引导产品销量从2023年的3,654台增至2024年的5,852台，2025年达8,268台，2026年第一季度为2,412台。当期下单客户数从2023年的509家增至2024年的605家、2025年的625家，2026年第一季度达258家。 全球化加速度：海外收入占比过半, 覆盖约50个国家及地区 海外市场的突破性进展已成为梅卡曼德价值重估的重要支点。2023年至2025年，海外客户收入从5,860万元增至1.96亿元，年复合增长率达约83%，显著高于公司整体增速。2025年，海外市场贡献收入人民币1.96亿元，占总收入比重升至50.3%，首次过半；海外毛利占比亦已超过一半，体现出明显的技术溢价与定价能力。 公司自创立即布局全球化战略，早在2019年即设立德国子公司，目前已在美国、德国、日本、韩国、香港成立子公司，在东京、首尔、芝加哥、慕尼黑等地设有10余个业务中心，业务覆盖约50个国家及地区，累计服务超过900家海外客户。公司已通过FCC、CE、IC、UKCA、VCCI、KC、NRTL等国际重要认证，海外已形成亚太大区、欧洲大区、美洲大区的框架，逐渐进入区域市场下沉与加速深耕阶段。 清华系创始人团队与世界级研发实力 梅卡曼德由清华大学校友邵天兰于2016年创办。创始团队具备顶尖的技术背景与全球化视野：创始人兼首席执行官邵天兰毕业于清华大学软件学院本科及德国慕尼黑工业大学机器人方向硕士；联合创始人兼业务副总裁付翱拥有清华大学精仪系本科及机械工程系硕士学位，创业前供职于ABB；联合创始人兼研发副总裁丁有爽取得清华大学电机系博士学位。首席科学家张建伟为中国工程院外籍院士、德国国家工程院院士，是智能机器人领域的顶尖专家。 截至2026年3月31日，公司拥有229名研发人员，占员工总数的36%。2023年至2025年，累计研发支出占累计营业收入的比例达到40.6%。截至最后实际可行日期，公司拥有162项发明专利、152项实用新型专利、33项外观设计专利及70项软件著作权。其多模态大模型Mech-GPT更获世界经济论坛评为MINDS“AI应用之星”。 蓝海赛道爆发，募资用于AI研发与加速全球商业化 站在行业维度审视，全球AI+3D视觉引导通用智能机器人组件市场正迎来爆发式增长。根据灼识咨询的数据，该市场规模预计将从2025年的人民币18亿元增长至2030年的人民币106亿元，年复合增长率达43.2%，并有望在2035年进一步扩容至人民币1,025亿元。同期，全球通用智能机器人市场规模预计从2025年的59万台增至2030年的225万台，并在2035年达到1,208万台。 作为根据《上市规则》第十八C章申请上市的特专科技公司，梅卡曼德已跨越从技术验证到规模化商业化的关键分水岭。公司拥有稳定且快速增长的营收基础、高水平毛利率以及明确的盈利路径，与许多尚处于研发攻坚阶段、高度依赖外部融资输血的科技企业形成鲜明对比。成立至今，梅卡曼德已获得一众一线财务投资人与产业资本的投资。在18C章程下，梅卡曼德的领航资深独立投资者为红杉中国和启明创投；其他资深独立投资者为英特尔。此外，梅卡曼德的投资方还包括美团、IDG资本、GIC、源码资本、华创资本、中金保时捷基金、Coatue等。 通过本次IPO，募资净额将精准投放于核心战略：约31.8%用于持续加强研发投入（其中14.6%提升以AI为核心的软件能力、9.4%优化硬件核心竞争力、7.7%建设可扩展的研发基础设施）；约29.4%用于扩大全球影响力并加速商业化（23.7%加大海外业务拓展、6.3%加大国内业务拓展）；约25.2%用于丰富产品组合及拓宽应用场景（14.5%新一代“眼脑手”开发、10.7%拓展服务及家庭等更多场景）；约5.0%用于扩大产能和提高运营效率；约8.6%用于营运资金及一般公司用途。 Copyright 2026 亚太商讯. All rights reserved. www.acnnewswire.com
- Mech-Mind Launches IPO: Baillie Gifford Leads 9 Top Cornerstone Investors, HK$2.7B for AI R&D & Global CommercializationMech-Mind Robot (stock code: 09615.HK) today officially commenced its initial public offering, with a proposed price range of HK$95.30 to HK$101.70 per share and an offering of approximately 23.14 million shares. Should the over-allotment option be exercised in full, the maximum gross proceeds could reach HK$2.706 billion. The offering has attracted a stellar cornerstone investor line-up, led by Baillie Gifford, the century-old Scottish asset management giant renowned for its long-term holdings in technology leaders such as Tesla and Nvidia. Other participating cornerstone investors include Taikang Life, a leading Chinese insurance asset manager; Jane Street, the legendary quantitative trading firm on Wall Street; Golden Link, the industrial capital arm of BYD; as well as Invus, Ghisallo, Ruihua, NGS Super Fund, and E Fund, among other well-known institutions. Standardized Robot “Eye-Brain-Hand”: Global Market Share Ranked First for Four Consecutive Years by a Dominant Margin Mech-Mind focuses on providing robots with a complete closed-loop execution system comprising “eyes” (3D vision), “brain” (AI decision-making), and “hands” (dexterous manipulation). The Company is committed to leveraging standardized, universal product components to break the long-standing industry challenge of high-cost, hard-to-replicate customized solutions. With highly standardized hardware and software suites, its products offer exceptional versatility and reusability, enabling flexible adaptation to diverse industrial scenarios, including automotive, new energy, consumer electronics, education, and general manufacturing. According to CIC Report, in 2025 Mech-Mind ranked first in the global AI + 3D vision-guided non-specialty intelligent robot component market with a market share of approximately 22.1% (revenue of approximately RMB389 million), with its revenue scale nearly 2.6 times that of the second-placed player (8.5%). In terms of shipment volume, the Company captured a 27.5% market share, exceeding the combined total of the next four manufacturers. Mech-Mind ranked first in the China, Japan, and North American markets, and also held a leading position in Southeast Asia, Europe, and South Korea, maintaining the No.1 global market share for four consecutive years. As of March 31, 2026, Mech-Mind has served more than 100 Fortune Global 500 companies in total, with over 29.000 units deployed globally, covering more than 50 different application scenarios across dozens of industries, and capable of handling over 100,000 types of goods. Its client portfolio encompasses global manufacturing giants including CATL, BYD, Midea, Foxconn, Toyota, Volkswagen, and suppliers within Tesla’s supply chain. The Company maintains exceptionally high customer retention. Revenue contribution from existing customers accounted for 78% of total revenue in 2025, and further increased to 86% as at March 31, 2026. Its products are deeply integrated into customers’ production processes, resulting in significant switching costs and underpinning long-term growth momentum. Furthermore, leveraging an extensive, efficient network comprising 1,369 system integrators across the globe, the Company serves end customers in close to 50 countries and regions. Robust Financial Growth: Gross Margin Surges to 64.6% with a Clear Profitability Path Financial data indicates that Mech-Mind is in a critical phase of rapid growth with markedly improved profitability quality. From 2023 to 2025, the Company’s revenue surged from RMB181 million to RMB389 million, representing a compound annual growth rate (CAGR) of 46.6%. In the first quarter of 2026, revenue jumped 73.1% year-on-year to RMB107 million, demonstrating robust resilience amid slowing investment across the global manufacturing sector. Driven by the realization of economies of scale, supply chain cost optimization and an increased revenue share from overseas markets with favorable gross margin profile, the Company’s gross margin rose substantially from 39.1% in 2023 to 51.1% in 2024, further climbing to 64.6% in 2025, and hitting 64.8% in the first quarter of 2026. In terms of gross profit, it registered a year-on-year increase of 94.5% in 2024, 82.8% in 2025 and 79.7% in the first quarter of 2026, demonstrating strong growth momentum. Excluding non-operating factors such as fair value changes in redemption liabilities, the Company’s adjusted net loss narrowed significantly from RMB334 million in 2023 to RMB214 million in 2024, and further declined to RMB109 million in 2025. The adjusted net loss stood at merely RMB33 million in the first quarter of 2026, representing a 14.6% year-on-year contraction with sustained sequential quarterly improvement, which points to a clear path toward profitability. Meanwhile, operating leverage continued to strengthen. The sales expense ratio dropped substantially from 102.7% in 2023 to 42.4% in the first quarter of 2026; the administrative expense ratio fell from 58.2% to 29.9%; and the R&D expense ratio declined from 65.6% to 36.0%. Product sales volume and customer base expanded in tandem. Sales of intelligent robotic guidance products increased from 3,654 units in 2023 to 5,852 units in 2024, reaching 8,268 units in 2025 and 2,412 units in the first quarter of 2026. The number of ordering customers for the respective periods grew from 509 in 2023 to 605 in 2024 and 625 in 2025, and hit 258 in the first quarter of 2026. Globalization Gathers Pace: Over Half of Revenue Generated Overseas, Spanning Around 50 Countries and Regions Breakthrough progress in overseas markets has become a key pillar for Mech-Mind’s value re rating. Between 2023 and 2025, revenue from overseas customers rose from RMB58.6 million to RMB196 million, representing a CAGR of approximately 83%, well above the Company’s overall growth rate. In 2025, overseas markets contributed RMB196 million in revenue, accounting for 50.3% of total revenue — crossing the 50% threshold for the first time. Overseas gross profit also made up more than half of total gross profit, a clear reflection of the Company’s technical premium and pricing power. The Company embraced a globalization strategy from its early days. Back in 2019, it established its German subsidiary. To date, subsidiaries have been set up in the United States, Germany, Japan, South Korea and Hong Kong. More than ten business centers operate in Tokyo, Seoul, Chicago, Munich and other locations, with business footprint covering roughly 50 countries and regions and over 900 cumulative overseas customers served. The Company has obtained major international certifications, including FCC, CE, IC, UKCA, VCCI, KC and NRTL. Its overseas organization is structured across three major regions: Asia Pacific, Europe and the Americas. It is progressively moving into the phase of penetrating lower tier geographic markets and accelerating in depth local cultivation. Tsinghua-Founded Core Team & World-Class R&D Capabilities Mech-Mind was founded in 2016 by Shao Tianlan, an alumnus of Tsinghua University. Its founding team boasts top-tier technical expertise and a global vision. Shao Tianlan, founder and chief executive officer, earned his bachelor’s degree from the School of Software, Tsinghua University, followed by a master’s degree in robotics from the Technical University of Munich (Technische Universitat Munchen) in Germany. Fu Ao, co-founder and vice president of business, holds a bachelor’s degree from the Department of Precision Instrument and a master’s degree from the Department of Mechanical Engineering, Tsinghua University, and previously worked at ABB prior to co-founding the Company. Ding Youshuang, co-founder and vice president of R&D, obtained his doctorate from the Department of Electrical Engineering, Tsinghua University. Zhang Jianwei, Chief Scientist, is an International Member of the Chinese Academy of Engineering and a Member of the German National Academy of Engineering Sciences, a leading authority in intelligent robotics. As of March 31, 2026, the Company employed 229 R&D personnel, accounting for 36% of its total headcount. From 2023 to 2025, cumulative R&D expenditure represented 40.6% of total operating revenue over the period. As of the Latest Practicable Date, the Company held 162 invention patents, 152 utility model patents, 33 design patents and 70 software copyrights. Mech-GPT, its large multimodal model, was recognized by the World Economic Forum as World Economic Forum MINDS Programme. Blue Ocean Market Surges: Proceeds to Fuel AI R&D and Accelerate Global Commercialization From an industry perspective, global AI + 3D vision guided non-specialty intelligent robot component market is experiencing explosive growth. According to data from CIC, this market is expected to grow from RMB1.8 billion in 2025 to RMB10.6 billion in 2030, representing a CAGR of 43.2%, and is projected to further expand to RMB102.5 billion by 2035. Over the same period, the global non-specialty intelligent robot market is expected to grow from 590,000 units in 2025 to 2.25 million units in 2030, and reach 12.08 million units by 2035. As a specialist technology company applying for listing under Chapter 18C of the Listing Rules, Mech-Mind has crossed the critical watershed from technology validation to scaled commercialization. The Company possesses a stable and rapidly growing revenue base, a high gross margin level, and a clear path to profitability, standing in stark contrast to many technology enterprises that are still in the R&D-intensive stage and remain heavily reliant on external financing to sustain operations. Since its establishment, Mech-Mind has secured investments from a number of premier financial investors and industrial capital players. Under the Chapter 18C regime, the Company’s Pathfinder Sophisticated Independent Investor(s)” or “Pathfinder SII(s)” are Sequoia China and Qiming Venture Partners; its Other Sophisticated Independent Investor is Intel. In addition, Mech-Mind’s investor base also includes Meituan, IDG Capital, GIC, Source Code Capital, China Growth Capital, CICC-Porsche Fund, Coatue, among others. Through this IPO, the net proceeds will be precisely allocated to the following core strategic areas: approximately 31.8% for the continued enhancement of R&D investment (of which 14.6% for strengthening AI-centric software capabilities, 9.4% for optimizing core hardware competitiveness, and 7.7% for building scalable R&D infrastructure); approximately 29.4% for expanding global presence and accelerating commercialization (23.7% for overseas business development and 6.3% for domestic business expansion); approximately 25.2% or enriching product portfolios and broadening application scenarios (14.5% for the development of the next-generation “eye-brain-hand” solutions, and 10.7% for expanding into more scenarios such as services and households); approximately 5.0% for capacity expansion and operational efficiency improvement; and approximately 8.6% or working capital and general corporate purposes.
- Greenberg Traurig, LLPGreenberg Traurig Advises Global Net Lease on $535M Modiv Industrial AcquisitionGlobal law firm Greenberg Traurig, LLP represented Global Net Lease, Inc. (NYSE: GNL) in its acquisition of Modiv Industrial, Inc., helping the company add a $535 million portfolio of industrial net-lease properties across the United States. The...
- Secretary of War Pete Hegseth Visits Oshkosh Corporation, Highlighting the Strength of American Manufacturing and the Arsenal of FreedomCompanies: Oshkosh CorporationOSHKOSH, Wis., August 24, 2026--Oshkosh Corporation [NYSE: OSK] welcomed Secretary of War Pete Hegseth as part of the Secretary’s nationwide "Arsenal of Freedom" tour.
- ProtolabsProtolabs Appoints Sam Ramahi as Chief Operations OfficerMINNEAPOLIS, August 24, 2026--Protolabs (NYSE: PRLB), the world's leading provider of digital manufacturing services, today announced the appointment of Sam Ramahi as Chief Operations Officer, effective August 31, 2026. In this role, Ramahi will lead the company's global operations, supply chain, quality, sourcing, and continuous improvement initiatives, reporting to President and Chief Executive Officer Suresh Krishna, who will retain ultimate oversight of Protolabs’ operations. Ramahi is expec
- Light Links Trades Radio for Light, Bringing Certainty to Mission-Critical Networks with Pre-Seed FundraiseCAMPBELL, Calif., August 24, 2026--Light Links, the optical wireless communication company behind Wi-OW™, announced it has closed $6 million in pre-seed funding to scale production and expand deployments across industrial automation and defense. The round was led by Outlander, with participation from Anorak, Output Capital, Mana, Crosscourt, and other well-known dual-use and defense-tech VCs whose portfolios include Anduril and SpaceX.
- GRWAudrey Saylor Scholarship for Manufacturing Supports National Industrial Innovation from South DakotaThe Audrey Saylor Scholarship for Manufacturing officially opens its application cycle for undergraduate students pursuing careers in the industrial sector. This timely announcement invites eligible candidates nationwide to participate in a program dedicated to fostering the next generation of manufacturing leaders. While based in De Smet, South Dakota, the scholarship accepts applications from students across the United States without...
- NVIDIAHow XPUs Meet a World-Class AI FactoryCompanies: NvidiaTo generate intelligence at scale, AI factories run continuously, and their economics are defined by delivered output: tokens per second, tokens per watt, cost per token, utilization and uptime. That requires AI infrastructure designed and built as a full factory, not a collection of individual accelerators. Hyperscalers and AI-native companies building custom XPUs must consider […]
- NVIDIAWith Groq 3 LPX in Full Production, NVIDIA Extends Vera Rubin Inference for AgentsCompanies: NvidiaThe next era of AI inference won’t be defined by a single breakthrough chip, network or system. It’ll be defined by how every layer of the AI factory works together. That’s why NVIDIA is extending Vera Rubin NVL72 with fast token generation for agentic systems. Announced today, the NVIDIA Vera Rubin rack-scale system NVIDIA Groq […]
- Endoscopes Market Size to Reach USD 41.09 Billion by 2035 as Disposable and AI-Assisted Systems Gain Ground – SNS InsiderU.S. Endoscopes Market projected at USD 12.09 billion by 2035 on rising hospital procedures; Europe reaches USD 8.33 billion, supported by established health coverage and device manufacturing.
- SpaceXAI Adopts NVIDIA Vera CPU to Accelerate Agentic AI at Massive ScaleCompanies: NvidiaSpaceXAI Scales NVIDIA Vera Rubin From Terrestrial AI Factories to First-Generation Starmind Satellite
- Barfresh Re-Engages with Nation's Fourth-Largest School District, Fueled by New In-House Manufacturing CapacityCarton Smoothies Added to the Menu as Expanded Arps Dairy Facility Comes Online