Embodied AI Author:EqualOcean News Updated 49 mins ago (GMT+8)

SEER Robotics(仙工智能)reported a 197.5% year-on-year increase in overseas revenue for the first half of 2026, as sales of its robot-controller products and intelligent robots lifted revenue in its first interim results since listing in Hong Kong.

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Overseas revenue reached about RMB 65.81 million in the six months ended June 30, accounting for roughly 25% of total revenue, up from 14% a year earlier. New overseas orders exceeded RMB 124 million, rising by more than 550%, while the company said its customers now covered 43 countries and regions.

SEER, which listed on the Hong Kong Stock Exchange on June 24 under stock code 06106, reported total first-half revenue of about RMB 264 million, up 67.5% from a year earlier. Gross profit rose 71.7% to about RMB 123 million, lifting the overall gross margin to 46.6% from 45.4%.

Its net loss narrowed 25.1% to about RMB 37.89 million. Adjusted net loss fell 50.1% to approximately RMB 10.97 million.

The Shanghai-based company sells intelligent robots as well as what it calls a “robot brain,” a controller and software system designed to support functions including perception, positioning, decision-making and motion control.

Revenue from intelligent-robot sales rose about 70% to RMB 185 million during the period, while revenue from robot-brain products increased about 56% to RMB 59.02 million. The company said robot-brain shipments exceeded 8,000 units, up more than 80% year on year, with a gross margin of about 80%.

SEER recorded about RMB 467 million in new orders in the first half, up more than 60%, and added more than 400 customers, an increase of about 65%. Its repeat-purchase rate among existing customers exceeded 60%, according to the company.

Overseas business was the fastest-growing part of the group. SEER said overseas gross margin remained about 67%, while the number of new overseas customers increased by more than 150% year on year.

According to CIC, a consultancy cited by SEER, the company ranked first globally in smart robot-controller sales for the third consecutive year in 2025, with about a 25% market share. The company’s global ranking in the industrial intelligent-robot market rose from third in 2024 to second in 2025 by sales volume, the report said.

SEER said robots equipped with its controller had been deployed in more than 1,000 factories across industries including electronics, automotive, new energy, semiconductors and biomedicine. The company also said its end-to-end and vision-language-action models had been deployed in wheeled humanoid robots, embodied forklifts and AI delivery robots.

The results point to faster international expansion, but the disclosed figures chiefly show growth in controllers, intelligent robots and overseas orders. They do not by themselves establish that the company has shifted to a recurring software-revenue model or that its products face fewer trade barriers than complete robotic systems.


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