家人们谁懂！酒店机器人龙头竟 3 年亏 8 亿
Guys, Can You Believe It? The Leading Hotel Robot Company Lost 800 Million in 3 Years!
家人们????，今天来唠唠酒店里超火的送外卖机器人背后的公司 —— 云迹科技。它的 CEO 说创办初衷是用机器人解放人类，让大家做喜欢的事。从 2014 年到现在，云迹科技都 11 岁啦，可它现在的情况好像没那么乐观～
云迹科技，曾经的辉煌✨The Glorious Past of Yunji Technology
云迹科技成立后，就一头扎进商用机器人研发。为啥选酒店场景呢????？因为酒店和服务型机器人适配度超高，品牌规模化、服务标准化，能帮云迹快速收集数据、迭代产品。2015 年，“润（RUN）” 系列机器人闪亮登场，有智能送物、迎宾这些超实用功能。一开始推广挺难，但外卖市场崛起后，“润” 一下爆火，各大酒店抢着订购！到现在，云迹机器人已经入驻国内超 3 万家酒店，全球和中国酒店场景市占率分别高达 9%、12%，堪称行业逆袭典范。
After its establishment, Yunji Technology dedicated itself to the research and development of commercial robots. Why choose the hotel scenario? Well, hotels are a perfect match for service robots. With their brand - scale and standardized services, they can help Yunji collect data and iterate products quickly. In 2015, the "RUN" series of ks.douyinwh.com robots made their debut, with practical functions like intelligent delivery and greeting. At first, promotion was difficult, but with the rise of the food - delivery market, the "RUN" robots became an instant hit, and major hotels rushed to order them! So far, Yunji's robots have entered more than 30,000 hotels in China, with a global and Chinese hotel - scenario market share of 9% and 12% respectively. It's a remarkable example of an industry comeback.
亏损泥潭，原因大揭秘????The Reasons Behind the Losses
价格战太惨烈，利润被 “收割”
The Brutal Price War: Shrinking Profits
谁能想到，曾经风光的云迹也陷入亏损危机????。2022 - 2024 年，营收超 5 亿，可净亏损累计超 8 亿！这其中，价格战 “功不可没”。2022 年 “润” 系列机器人单价 2.32 万元，2024 年就降到 1.31 万元，降幅 43.8% 。2023 年推出的 “UP” 系列更夸张，一年内降价 60%。虽然官方说是成本优化，但海尔等传统家电企业入局，云迹为了保住市场份额，只能打价格战，短期利润空间被严重压缩。
Who would have thought that the once - glorious Yunji would also face a loss crisis? From 2022 to 2024, its revenue exceeded 500 million yuan, but the net loss accumulated to over 800 million yuan! The price war is a major factor. In 2022, the unit price of the "RUN" series of robots was 23,200 yuan, and in 2024, it dropped to 13,100 yuan, a 43.8% decrease. The "UP" series launched in 2023 was even more extreme, with a 60% price reduction within a year. Although the official explanation is cost optimization, with the entry of traditional home - appliance companies like Haier, Yunji had to engage in a price war to maintain its market share, severely squeezing its short - term profit margin.
研发短板凸显，创新脚步慢
Weak R&D: Slowing Down Innovation
研发也是云迹的一大痛点。虽说积累了近千项专利，可核心算法还依赖阿里 IoT、腾讯云这些外部平台，在 AI 时代缺乏关键技术突破。而且价格战让利润减少，研发开支也从 2023 年的 6900 万元降到 2024 年的 5700 万元，技术创新的步伐一下子就慢下来了。
R&D is also a major pain point for Yunji. Although it has accumulated nearly a thousand patents, its core algorithms still rely on external platforms like Alibaba IoT and Tencent Cloud, lacking key technological breakthroughs in the AI era. Moreover, the price war has reduced profits, and R&D expenses have dropped from 69 million yuan in 2023 to 57 million yuan in 2024, slowing down the pace of technological innovation.
市场竞争加剧，优势被削弱
Intensifying Market Competition: Weakening Advantages
云迹崛起靠的是搭上外卖市场的东风，给酒店提供智能送餐服务。但现在，小哥送货上门要求提高，外卖柜也越来越普及，酒店机器人的服务竞争力大不如前。这让本就激烈的存量竞争变得更 “卷”，云迹的压力蹭蹭上涨。
Yunji's rise was due to riding the wave of the food - delivery market and providing intelligent food - delivery services to hotels. However, now, with the higher requirements for delivery by couriers and the increasing popularity of food - delivery lockers, the service competitiveness of hotel robots has declined. This has made the already fierce stock competition even more intense, and Yunji's pressure has soared.
破局之路，未来还有戏吗？The Road to Turnaround: Is There Hope for the Future?
不过别灰心，云迹也不是没救啦????！它可是拿过阿里、腾讯、联想等大佬的投资，8 轮融资超 12 亿，说明商业路线、经营模式是被认可的。现在，云迹已经意识到问题，开始拓展医院、社区这些新场景，要是进展顺利，营收增加，研发投入也会跟着涨。说不定之后就能一扫亏损阴霾，继续在服务型机器人赛道发光发热～家人们，你们觉得云迹能成功破局吗????？快来评论区聊聊！
However, don't lose hope. Yunji is not without a chance! It has received investments from big names like Alibaba, Tencent, and Lenovo, raising over 1.2 billion yuan in 8 rounds of financing, indicating that its business route and operation model are recognized. Now, Yunji has realized the problems and started to expand into new scenarios such as hospitals and communities. If things go well, as revenue increases, R&D investment will also rise. Maybe it can shake off the losses and continue to shine in the service - robot market. Guys, do you think Yunji can successfully turn things around? Let's chat in the comments section!
