文 | AIX财经(AIXcaijing),作者 | 雷晶,编辑 | 魏佳
商场,迎来一批新的常驻嘉宾。
机器狗翻跟头、人形机器人跳舞,围观的人群举着手机拍个不停,孩子们挤到前排,想凑近摸一摸这些新奇的“家伙”。这样的场景越来越多地出现在各大商场里,机器人也成了吸引客流的新招牌。
此前,一些机器人厂商就在核心商圈开设品牌直营店,销售自家产品。如今,机器人门店有了新玩法:把不同品牌、不同类型的机器人集中到一家店里,做起了集合生意。
这类集合店有的主打体验和零售,有的借鉴汽车4S店模式,把销售、租赁、定制、研学等服务装进同一家店,甚至出现了6S、7S、9S店。
扩张的速度也很快。去年7月28日,全球首家机器人6S店才在深圳龙岗开业,一年后,同类门店已在全国开业20余家、签约覆盖23座城市。
门店越开越多,愿意掏钱买机器人的却未必多。
近日,「AIX财经」走访北京多家机器人集合店发现,吸引消费者围观的是会跳舞、能展示功夫的人形机器人,实际更容易卖出去的却是价格相对亲民的陪伴、益智类产品。
家用机器人市场还在早期,上万元的机器人距离普通消费者还有些遥远。那么,这些机器人集合店,到底在卖什么?谁在开这些店?这门生意真的好做吗?
01.围观的多,买单的少
目前市面上的机器人集合店大致分为两类。
一类是产品集合店,以陶朱新造局、INNO100、京东MALL的机器人体验店等为代表,大多开在商场里,主要面向普通消费者,通过体验吸引客流,再转化为商品销售。
「AIX财经」走访陶朱新造局在北京的多家门店发现,即使是同一品牌,不同门店的规模和商品种类也存在较大差异。
据官方对媒体介绍,石景山首钢园店设置了智能产品展示区、机器人互动体验区、技术发展历程区等多个板块,展出包括宇树科技、松延动力、银河通用等企业的200余款机器人产品,更注重机器人展示和互动体验。
蓝色港湾、合生汇等商场门店则是另一番景象。「AIX财经」走访发现,这些门店面积相对较小,基本没有会跳舞、展示功夫的人形机器人,货架上更多的是陪伴、启蒙学习机器人和各类AI硬件,看起来更像AI硬件零售店。
以合生汇门店为例,门口的维他动力机器狗负责“揽客”,路过的孩子常会停下来与它互动。往里走,陪伴机器人、AI空气吉他、AI眼镜、智能音箱等产品摆在不同展台,消费者可以上手体验,店员也会在一旁指导。
机器人类产品约占店内商品的七成,以陪伴、益智类机器人为主,包括珞博智能、物灵科技、可以科技、爱宾果、优必选等品牌。与大众熟悉的宇树、智元等人形机器人厂商相比,这些品牌在消费市场的知名度相对有限。产品主要是能够提供语音互动的陪伴机器人,也有辅助儿童学习的益智机器人和围棋机器人,售价从399元到2399元不等。
卖得动的,也不全是机器人。北京某门店销售人员告诉「AIX财经」,目前店内比较畅销的是AI空气吉他和陪伴机器人。AI空气吉他因为玩法新奇、线上关注度较高,加上门店有折扣,销量不错。带有早教功能的陪伴机器人则更受家长欢迎,它们的价格与部分学习机接近,还能提供语音互动和陪伴功能。
另一类是服务型集合店,以北京亦庄机器人4S店、深圳龙岗机器人6S店、长沙机器人9S店为代表。这类门店通常面积更大、展示产品更多,在销售之外,还围绕机器人提供租赁、定制、研学等服务,部分门店参观体验需要收费。
按照汽车行业的定义,4S店包括整车销售、零配件、售后服务和信息反馈四项业务。但在机器人集合店中,4S、6S、9S等名称并没有形成严格的业务界限,几个“S”并不特指某项业务。
「AIX财经」也走访了北京亦庄机器人4S店。它更像一个机器人展馆。一、二层汇集了宇树、智元、星海图等主流机器人品牌,展示场景覆盖康养、医疗、教育、文旅等领域。
与商场里可以随时进店体验的产品集合店不同,亦庄机器人4S店的周末参观需要提前预约,门票98元。「AIX财经」在周五中午预约时发现,周末多个场次只剩下少量余票。
参观过程大约一小时,在讲解员带领下参观一、二层的不同展台。约50分钟的讲解中,除了介绍各家机器人的功能和应用场景,还会提到部分产品在机器人赛事中的成绩。展馆涵盖物流、康养、医疗、娱乐等应用场景,但从实际来看,舞蹈、功夫的场景展示占了较大比重。
最受欢迎的也是这些展台。人形机器人打起螳螂拳、练太极、跳韩舞,时不时引来观众的欢呼。还有模仿中医诊脉、将人像制作成咖啡拉花等互动项目,也吸引大家参与互动。李白、爱因斯坦等仿真机器人则通过语音互动吸引不少游客。
讲解结束后,参观者还有约10分钟自由体验时间,可以与仿真机器人互动,或尝试通过专注力控制小车等体验项目。展馆内还设有商品销售区,除了文创周边,也售卖陪伴、益智和围棋机器人等小型机器人产品。
现场吸引大量游客围观的人形机器人,并不是门店主要的畅销商品。据工作人员介绍,门店畅销的商品以陪伴机器人和小型早教机器人为主。
这样看来,两类门店虽然定位不同,但卖得较好的都是价格相对亲民的产品。大型人形机器人动辄数万甚至数十万元,购买需求更多来自学校、企业、景区等有明确应用场景的客户。
02.四类玩家,开店目的各不相同
布局机器人集合店的玩家大致可以分为四类:产业资本、电商平台、地方产业平台及政府支持的项目、民营运营方。它们开店的目的各不相同,对门店本身赚不赚钱的要求也不一样。
第一类是产业资本。
例如,陶朱新造局背后是具有国资背景的上市公司首程控股。其北京某门店工作人员告诉「AIX财经」,门店全部采取直营模式,除了首程控股投资的企业可以入驻,外部企业也可以申请。门店主要面向早期和成长期企业,不要求产品已经有成熟的销量表现,更看重未来的商业化空间。此外,不同门店之间还可以相互调货,消费者想购买的产品如果所在门店没有,可以从其他门店调配。
有从业者认为,这类门店更像投后赋能的工具,用来帮被投企业接触消费者、验证产品、积累口碑,“赚钱”可能并不是现阶段首要考核目标。
电商平台是第二类,以京东为代表。
今年5月,京东在北京双井开设京东MALL消费级机器人体验店,随后又在上海京东MALL设立机器人综合体验馆,通过多品牌展示和互动体验,拓展机器人线下销售渠道。以北京双井门店为例,官方介绍店内汇集宇树、优必选等20家头部品牌,提供人形机器人、四足机器狗及家用服务机器人等多类产品。
京东的布局还不止于零售。今年8月,京东提出未来五年建设80个RoboBase机器人基地,覆盖机器人展示交付、维修保养、研发设计、中试组装、数据采集等环节。
对京东来说,线下体验店可以帮助消费者了解、体验机器人,RoboBase则进一步延伸至产业链的交付和服务环节。京东希望利用已有的零售、供应链和服务资源,提前布局机器人这一新兴品类。
第三类是地方产业平台和地方政府。
以北京亦庄机器人4S店为例,其运营方是北京亦庄机器人科技产业发展有限公司,背后是地方国资平台北京亦庄投资控股有限公司。除了国资参与运营,北京经开区还出台了政策,将机器人4S店等新业态纳入支持范围。经认定的项目,可按照实际机器人采购金额的30%获得支持,最高1000万元,以降低相关项目的设备采购投入。
类似的布局还出现在深圳、江苏等地。深圳龙岗将机器人6S店作为机器人特色街区的重要组成部分,推动企业展示产品、对接应用场景。今年5月,江苏盐城首家机器人4S店在建湖机器人产业园开业,由北京亦庄机器人科技产业发展有限公司与当地产业平台联合打造,提供产品展示、销售、租赁和研学等服务。
这类门店承担着产业展示、供需对接等功能。通过集中展示机器人企业的产品、推动应用场景落地,帮助企业接触潜在客户,同时吸引上下游企业集聚。
第四类是民营运营方及其加盟商,他们是真正需要靠门店本身赚钱的一类人。
比如,长沙机器人9S店的运营方超能机器人采取加盟模式,根据加盟商的资金预算提供不同的产品和服务组合。这类企业希望通过门店网络接触更多客户,拓展机器人销售、租赁、定制等业务,同时探索能够持续盈利、可复制的经营模式。
因此,机器人集合店门店开得很快,但背后的考量各有不同。产业资本、电商平台和地方政府开店,看重的是渠道布局、产业招商、链接生态,不急于在单店层面算清盈亏;品牌运营方以加盟模式扩张,开店资金主要由加盟商承担,自身可以轻资产快速铺开。
03.投入数百万,靠什么回本?
机器人集合店能做的生意不少,但对于想入场的经营者来说,还得先算账。
先来看投入。
某机器人4S店品牌招商人员告诉「AIX财经」,开机器人4S店讲究“有多大钱办多大事”,小店可以卖爆款走量,大店则可以增加租赁、定制、研学等服务。门店面积越大、业务越丰富,需要投入的钱也越多。以一家400平方米的机器人4S店为例,前期至少需要投入200万至300万元,还不包括场地租金。
钱主要花在设备、场地和运营上。相比普通数码零售店,机器人集合店的设备采购成本更高。单是一台人形机器人,价格就可能达到十几万元,如果要同时展示多个品牌、不同类型的产品,仅铺货就需要一笔不小的投入。前述品牌招商人员提到,他们已与90多家机器人厂商建立合作,可以为加盟商提供七至八折的采购价格。
此外,门店还需要配备销售、运营和技术人员,负责设备讲解、演示、调试和维护。大型服务型集合店往往需要较大的展示空间,租金和人工都是会持续产生的开支。
机器人更新换代快,也增加了经营风险。今天花十几万元采购的设备,过几个月可能就有性能更好、价格更低的新款。如果产品迟迟卖不出去,门店还要承担库存积压和设备贬值的风险。
再看收入端。除了直接卖机器人,集合店还可以通过租赁、定制和研学等业务赚钱,但每种生意都有各自的局限。
租赁主要面向商场开业、企业年会、展会活动等有短期使用需求的客户,通常按天收费,门店则负责运输、调试和现场技术支持。
目前,租赁需求主要集中在文娱展演和商业营销。机器人租赁平台擎天租今年4月公布的订单结构显示,娱乐表演类占比约27%,商业营销类占比约25%,服务业运营类占比约24%。
但租赁市场已经打起了价格战。2025年春晚后,部分人形机器人的日租金一度达到1万至2万元,到了今年,部分机型已降至2000元左右。租金下降后,门店需要靠更高的出租率维持收入,但商演、年会等需求集中在特定时段,淡季设备容易闲置,收入并不稳定。
定制则主要面向有具体应用需求的企业和机构。比如,博物馆希望机器人承担导览工作,企业希望机器人完成接待、巡检等任务,通常需要根据实际场景调整机器人的功能。门店主要负责对接客户,再由机器人厂商或技术服务商完成开发和适配。
这类项目客单价可能更高,但客户的需求难以标准化,开发和交付周期长。门店需要投入时间协调各方,而最终能获得多少销售利润或服务收入,还要取决于合作形式。
研学则主要通过参观、科普课程和互动体验获得收入。以亦庄机器人4S店为例,公众参观票为98元,团体研学则按人头收费,每人268元,包含展厅参观、科普讲座和机器人避障小车手工课,全程约两个半小时。据工作人员介绍,门店工作日接待成人和政务访客,周末接待研学团体,每团最多50人。
相比普通参观,研学通过增加课程、讲座提高了客单价,但收入仍受接待人数和客流影响。周末、寒暑假通常是学生研学的高峰期,平时则是淡季,季节性明显。
此外,一些集合店还提供维修、零配件和数据服务等业务,但目前机器人保有量有限,这些收入来源尚未成熟。
前述招商人员表示,日常销售、租赁和研学产生的收入,一般只能覆盖门店运营费用,想要盈利,还得依靠B端、G端的大额销售。
他直言,加盟商自身的客户资源格外重要。如果加盟商本身有政府和企业客户资源,门店会更容易做起来。
门店之外,机器人厂商的态度同样关键。
某机器人公司工作人员告诉「AIX财经」,机器人集合店可以作为线下展示和体验的补充渠道,但机器人产品的标准化交付能力尚不成熟,集合店的盈利模式也没有完全跑通,大规模铺货可能带来渠道库存风险。公司更倾向于短期试点,根据实际效果决定是否继续合作,不会过早与某一家渠道深度绑定。
这恰恰是机器人集合店与汽车4S店的一个根本区别。汽车4S店建立在主机厂的品牌授权体系之上,而在机器人集合店里,厂商还停留在“尝试”的阶段,且汽车已经是成熟消费品,消费者购买目的明确,而不少人走进机器人集合店,主要还是为了参观、体验。
相比之下,3D打印机的发展或许更有参考价值。同样经历了市场培育阶段,随着设备价格下降、操作门槛降低,3D打印机逐渐形成了设备销售、耗材和打印服务等生意。机器人目前还缺少同样广泛而明确的使用需求,要长期进入家庭、商超和工厂,还需要进一步验证其实际使用价值。
想成为下一个汽车4S店,还得等机器人先成为一门成熟的生意。
- *题图来源于京东MALL官方微博。文中配图除标注外,均由「AIX财经」摄
本文由 AI图鉴自动抓取并翻译,版权归原作者所有;如需查看原文请点下方链接。
AIXcaijing, by Radjing, editor
At the mall, new permanent guests are invited.
The robot dogs danced with their heads and human-shaped robots, and the crowds were standing on their hands, and the children were squeezed into the front row, trying to get close to these new “boys”. This is increasingly happening in major malls, and robots have become new signs of attraction.
Prior to this, some robotic manufacturers opened brand-run shops in core businesses to sell their own products. Now, there is a new game at the robot store: it brings together different brands, different types of robots in one shop, and it's a collective business.
Some of these conglomerate stores have mastering experiences and retail sales, some of which follow the model of car 4S stores and bring services such as sales, leasing, customization, research and studies into the same store, and even show up at 6S, 7S, 9S.
The rate of expansion is fast. It was only on 28 July last year that the world ' s first robot 6S shop opened in Shenzhen, and a year later, similar stores have been opened in more than 20 cities across the country and contracted to cover 23 cities.
The more doors open, the less likely they are to pay for robots.
In recent days, AIX has visited several robot pools in Beijing and found that human robots that dance and show kung fu are attractive to consumers, and that it is easier to sell than to be accompanied by people who are relatively expensive, intellectually.
The domestic robot market is still in its early stages, and tens of thousands of dollars of robots are a little distant from ordinary consumers. So, what are these robot collection stores selling? Who's running them? Is this really a good business?
There's a lot of scope and a lot of bills.
There are currently two broad categories of robot stores on the market.
The first is a product collection, represented by the Shinjuku Department, INNO100, MALLL’s robotic experience shop in Kyoto, which is mostly open to ordinary consumers, and which, through experience, attracts customers and converts them into commodity sales.
“AIX Finance” visited a number of houses in Beijing at the Tahou Shinjing Department and found that there were significant differences in the size and type of commodities of different stores even under the same brand.
According to an official presentation to the media, the Stonestone Steel Plantation has set up various panels, such as a display of smart products, robotic interactive experience, and technological development, showing more than 200 robotic products from enterprises such as Wootree Technology, pine power, Galaxy General, and more focused on robotic displays and interactive experiences.
The blue harbours, conglomerates, etc. are another scene. The "AIX Finance" visit found that these outlets are relatively small, that there are few human robots who can dance and show kung fu, and that the shelves are more of accompaniment, initial learning of robots and various types of AI hardware, and that they look more like the AI hardware retail store.
For example, the Vitruistic Machine Dog at the gate, which is responsible for the “growers”, often stops and interacts with passing children. Moving in, accompanying robots, Ai air guitars, Ai glasses, smart soundboxes, etc. are available at different booths, where consumers can experience them and shopkeepers can guide them.
Mechanical human products account for about 70 per cent of the products in the store, and are dominated by companions, intellectual-like robots, including the brands of Gorghum, Spirit Technology, Technology, Ebingo, Premium. These brands have a relatively limited visibility in the consumer market compared to popularly known robotic manufacturers, such as Wooki, Jiwon and others. The product consists mainly of accompanying robots that can provide voice interaction, but also intellectual robots and chess robots that assist children in learning, at prices ranging from $399 to $2399.
Not all of them are robots. According to a salesman at a Beijing shop, "AIX Financials" is now the best-selling owner of the shop is AI Air Guitar and the accompanying robot. AI air guitars sell well because of their novelty, high online interest and discounts. Accompanied robots with early teaching are more popular with parents, whose prices are close to those of some learning machines and which also provide voice interaction and accompaniment.
The other category is a service assembly shop, represented by Beijing Yuzhmorgeologiya 4S, Shenzhen Yonggan 6S and Changsha 9S. Such outlets are usually larger and exhibit more products. In addition to sales, they provide services around robotics such as leasing, customization, research, etc., some of which require fees for visiting experiences.
As defined in the automobile industry, 4S has four operations: car-wide sales, spare parts, after-sale services and feedback. However, in robotic conglomerates, names such as 4S, 6S, 9S do not constitute a strict business boundary, and several “S” do not refer specifically to a business.
"AIX Finance" also visited the Beijing Yasaiya Robot 4S. It's more like a robot stand. The first and second tiers bring together the main robotic brands, such as woo trees, thinkwons, star charts, etc., and display the scenes in the areas of well-being, health care, education, and cultural brigades.
Unlike the product assembly store in the mall, which can be visited at any time, weekend visits to the same robot 4S require an advance reservation of $98. “AIX Finance” found in its noon appointment on Friday that there were only a few left over on weekends.
The tour took about an hour and was led by a lecturer to the different stands on the first and second floors. In about 50 minutes of presentations, in addition to presenting the functions and applications of robots, some of the products were mentioned as being successful in robotics. The exhibition houses cover applications such as logistics, rehabilitation, medical care, entertainment etc., but in practice, dance and kung fu displays account for a large proportion of them.
They are also most popular. Mantis fists, Tai Chi and Korean dances are fought by human robots, which sometimes attract cheers from the audience. There are also interactive projects that imitate the Chinese medical profile and make people's images into coffee flowers, which also attract people to interact. Some of the robots, such as Li Bai, Einstein and others, have attracted many tourists through voice interaction.
After the presentation, visitors have about 10 minutes to experience free time to interact with mimic robots or to try to control experiences such as cars by focusing on them. There is also a marketing area for goods, which sells small robotic products such as escorts, intellectuals and chess robots, in addition to the Bronze perimeter.
Man-made robots that attract a large number of tourists on the ground are not the main best-selling commodities of the door shop. According to the staff, the best-selling merchandise is dominated by accompanying robots and small early-school robots.
In this way, the two types of outlets, although located differently, sell better products at relative prices. Large human robots move tens or even hundreds of thousands of dollars, and the demand for purchases comes more from clients with well-defined applications such as schools, businesses, landscapes, etc.
Four categories of players with different purposes of opening a shop
The players in the assembly store can be broadly divided into four categories: industrial capital, electrician platforms, local industrial platforms and government-supported projects, and private operators. They operate for different purposes, and the requirements for the door shop itself to make no money are different.
The first is industrial capital.
For example, the New Bureau of Tauju is backed by the first-term holdings of listed companies with a national background. The staff of one of his shops in Beijing told "AIX Finances" that they all had a direct-account model, and that outside firms could apply, except for those with first-time holdings. The door stores are mainly oriented towards early and long-term enterprises and do not require mature sales performance of the product, with greater emphasis on future commercial space. In addition, there is a possibility of transferring goods between the different stores, and the products that consumers would like to purchase may be allocated from other stores if the stores do not exist.
According to practitioners, such outlets are more of a post-investment enabling tool to help the enterprise to reach out to consumers, validate products and build up reputations, and “making money” may not be the primary objective at this stage.
Electrician platforms are the second category, represented by Kyoto.
In May of this year, Kyodong opened the Kyodong MALLL consumer robotic experience shop in Beijing, followed by a comprehensive robotic experience facility in MALL in Shanghai to expand sub-robot marketing channels through multiple brands and interactive experiences. In Beijing, for example, there are 20 head brands, such as a collection of trees and a selection of Yuu Bing, which offer various types of products such as human robots, four-legged machine dogs and domestic service robots.
The layout of Kyoto goes beyond retail sales. In August this year, Kyoto proposed the construction of 80 RoboBase robotics bases over the next five years, covering delivery, maintenance, R & D design, intermediate assembly and data collection.
In the case of Kyoto, underground experience shops can help consumers understand and experience robotics, while RoboBase further extends to the delivery and service chain of the industrial chain. Kyodong hopes to use the available retail, supply chain and service resources to pre-position robotics as an emerging product.
The third category consists of local industrial platforms and local governments.
In the case of the Beijing Yasuke 4S, the operator is Beijing Yasuke Development of the Robotics Industry, Ltd., and behind the local state finance platform, Beijing Yasuke Holdings. In addition to the participation of State funds in the operation, a policy has been put in place in Beijing to include new business practices such as robotic 4S. The projects identified can be supported at 30 per cent of actual robot purchases, up to $10 million, to reduce procurement inputs for the related projects.
A similar pattern occurred in Shenzhen and Jiangsu. Shenzhen's 6S store as an important part of the robotic neighbourhood has promoted the demonstration of products and the application of docking scenarios. In May of this year, the first robotic 4S store in Jiangsu Salt City opened a lake robotics industrial park, which was developed jointly with the Beijing Japan Robotics Industry Development Company Ltd. and a local industrial platform to provide services such as product presentation, marketing, leasing and research.
Such outlets perform such functions as industry display, supply and demand matching. By focusing on the products of robotic enterprises and promoting applications, enterprises are helped to reach potential customers while attracting up- and down-stream clusters of enterprises.
The fourth category is private operators and their allies, who are those who really need to earn money from the shop itself.
For example, the long-salt robot 9S operator super-manufacturing robots follow the association model, providing different combinations of products and services based on the funding budget of the consortium. Such enterprises wish to reach out to more clients through the door shop network, expanding robotic sales, leasing, customization, etc., while exploring sustainable, replicable business models.
As a result, robots gather their stores quickly, but the underlying considerations vary. Industrial capital, electric power platforms and local governments open businesses with a focus on the layout of channels, industrial recruiting, linked ecology, and not rushing to account for profits and losses at the single-shop level; brand operators expand in the form of alliances, with the financing of the business being borne primarily by the affiliated parties, who can quickly spread their own small assets.
What do you expect?
There is a lot of business that robots can do, but for those who want to enter, they have to do it first.
First look at the input.
A robot 4S brand recruiter told "AIX Finance" that running a robot 4S store is “how much money to do” and that small shops can sell a lot of money, and large stores can increase their leasing, customization, research, etc. The larger the store, the richer the business, the more money is needed. In the case of a 400 square metre robot 4S shop, an initial investment of at least $2 million to $3 million would be required, excluding the rental of premises.
The money is spent mainly on equipment, premises and operations. The acquisition costs of equipment at robotic assembly stores are higher than at ordinary digital retail outlets. A single human robot could cost hundreds of thousands of dollars, and if multiple brands and different types of products were to be displayed at the same time, a large input would be needed if the goods were to be paved alone. The aforementioned brand recruiters mentioned that they had established cooperation with over 90 robotics manufacturers, which could provide for seven to eight discounts on the purchase price of the allies.
In addition, the door shop would need to be equipped with marketing, operation and technical staff for equipment interpretation, demonstration, commissioning and maintenance. Large service conglomerates often require larger display space, and both rent and labour are expenses that can be sustained.
The rapid upgrading of robots also increases operational risks. Equipment purchased today at a cost of hundreds of thousands of dollars is likely to be available in a few months with better performance and lower prices. In the event of delays in the sale of products, the door-to-door would also bear the risk of backlogs and depreciation of equipment.
Look at the income end. In addition to selling robots directly, assembly stores can make money through leasing, customization and research, but each business has its own limitations.
The lease is intended primarily for customers with short-term use needs, such as the opening of a mall, the annual meeting of an enterprise, the exhibition, etc., and is usually charged on a daily basis, while the door shop is responsible for transport, commissioning and on-site technical support.
Currently, rental demand is concentrated mainly on recreational shows and marketing. The purchase order structure published in April of this year for robotic leasing platforms, the Optimus Leather, shows that entertainment performances account for about 27 per cent, commercial marketing for about 25 per cent and service operations for about 24 per cent.
But the rental market has already started a price war. After the late spring of 2025, the daily rent for some human-shaped robots was once between $10,000 and $20,000, and this year, some of them have been reduced to around $2,000. The decline in rents has resulted in the need for door stores to maintain their income at higher rates, but demand for business shows, annual meetings, etc. has been concentrated at certain times, and equipment in the off-season is easy to leave and income is unstable.
Customization is primarily directed at enterprises and institutions with specific application needs. Museums, for example, want robots to be guided, businesses want robots to perform such tasks as reception, inspection, etc., and usually need to adapt robotic functions to the actual scene. The door shop is primarily responsible for docking clients, which are then developed and adapted by robot manufacturers or technical service providers.
Such projects may have higher unit prices, but client needs are difficult to standardize and have a long development and delivery cycle. The doorshops need to devote time to coordinating the parties, and ultimately the amount of sales profits or service revenues will depend on the form of cooperation.
The studies receive income mainly through visits, courses and interactive experiences. In the case of Yen-Bob 4S, for example, the public ticket is $98 and group studies are based on header fees of $268 per person, which include exhibition hall visits, science lectures and robotics shelter manual courses for approximately two and a half hours. According to staff members, the workdays of the shop accommodate adult and political visitors and the weekends receive research groups of up to 50 persons per regiment.
Compared to regular visits, research and studies have increased the per capita price of visitors through additional courses and lectures, but income is still affected by the number of visitors and the flow of visitors. Weekends and summer holidays are usually peak periods for students ' studies, while the usual periods are less frequent and seasonally evident.
In addition, some assembly stores provide such services as maintenance, spare parts and data services, but these sources of income are currently limited and not yet mature.
According to the aforementioned recruiters, the revenue generated by daily sales, leases and research generally covers only the operating costs of the shop and, in order to make a profit, depends on large sales from B and G.
He stated that it was particularly important to engage in business with its own client resources. It would be easier to do so if the association itself had government and corporate client resources.
Outside the store, the attitude of robot manufacturers is equally critical.
A robotic company staff told "AIX Finances" that robotic assembly stores could serve as complementary channels for underground presentation and experience, but the standardized delivery of robotic products was not yet mature, and the profit model of the assembly shop was not fully running, and large-scale production could pose the risk of a source inventory. Companies prefer short-term pilots to decide whether to continue cooperation on the basis of actual results and not be too early to be tied to a particular channel.
This is exactly the fundamental difference between robotic assembly stores and car 4S. Automobile 4S is based on a branding authorization system for the mainframe, while in the robotic assembly the manufacturer is still at the “testing” stage, the car is already a mature consumer, the consumer has a clear purpose to purchase, and many people enter the robotic assembly, mainly for the purpose of visiting and experience.
In contrast, the development of 3D printers may be of more reference value. Similarly, the market breeding phase has led to the gradual emergence of 3D printers as equipment prices fall and operational thresholds fall. The robot currently lacks equally broad and clear demand for its use, and long-term access to homes, businesses and factories will require further validation of its actual usefulness.
If you want to be the next 4S, you have to wait for the robot to become a mature business.
- *The map is from the official MALLU blog in Kyoto. The schematics in the text are taken by "AIX Finance" except for the labels.
Auto-fetched and translated by AI Atlas. All rights belong to the original author.