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1 SAC S0010520020001 2023 8 1 2 AI 2035 2035 1540 Markets and Markets 2023 18 2028 138 50.2%Optimus 18 RMB 1.2.1.2.3.ZXFUwPqNoNnMqOmPtOoRmNaQcM8OnPoOmOoNlOrRxPkPmMmO7NnMqOwMmNpPvPqNmQ31 23 4 4 IFR IFR/5 IFR 2022 2024 290 100 2016-2021 2017-2024 1219273749658310266951161381722172502900501001502002503003502017 2018 2019 2020 2021 2022*2023*2024*113136 13210010312037.7174.53106.54106.68155.16446.140501001502002503003504004505002016 2017 2018 2019 2020 2021 6 2035 Goldman Sachs Markets and Markets 2015-2020 60 264018766 18.70%2010 5.44 9969959949929899869809829849869889909929949969982015 2016 2017 2018 2019 2020 2022 11 10 15 60 2035 1540 17.95%60.35%5.20%13.50%0-14 15-59 60-64 65 181380204060801001201401602023 2028 50.2%Markets and Markets 2023 18 2028 138 50.2%7 Pepper Walker Optimus CyberOne 2014 2019 2022 2022 120cm 29kg 20 12h 145cm 77kg 36 2h 173cm 73kg 28 177cm 52kg 21 300Nm RMB 1.1 18 70 Atlas 1400 RMB Pepper Walker Optimus CyberOne 8 AI SLAM 9 2023 1 2025 2020 10 100 200 2023 5 2023 2024 5 2023 6 2023-2025 20 200 2 2023 6 2023 2025 1+4”2025 100 100 300 1041 23 11 Walker AI AI Walker Walker Walker Walker X 2016 2018 2019 2021 120cm 20kg 6 2 135cm 37kg 6 2 2 145cm 77kg 36 6 2 7 2 4 2 2 130cm 63kg 41 6 2 7 2 6 2 3 1.5kg 1.5kg 3km/h 20 10cm 20cm 1cm Walker 12 AI 13 OFweek GPS 14 OFweek CPU CPU 15 OFweek Atlas Atlas 16 RoboDK AI DAY 2022 5 6 11 17 AI DAY 2022 Optimus 5 6 11 Optimus Walker X 1.2.1.2.1.2.1.2.1.2.Shadow Hand 5 20 24 181 23 4 19 OFweek 3-6 40%23%3D 10%27%35%20%15%15%15%2023 5638529171203138015700200400600800100012001400160018002018 2019 2020 2021 2022 2023*2018-2023 2018-2023 111411551198125813211387020040060080010001200140016002018 2019 2020 2021 2022 2023*40%23%27%10%20 RV RV RV 2 10000h 6000h-20000h 600-7000 1500-10000 RV RV Optimus 21 Optimus AI DAY 2022 Optimus Optimus RV Optimus RV Optimus 6 2 6 2 2 RV4 4 RV 2 RV8 RV 2012 14 3 2 1 2 2 2 2 14 1 2 2 2 1 2 1 2 2 2+12 Optimus 22:2 1 23 RV RV RV RV:RV:RV 1 RV 1 1 RV RV 24:25+26 1331421491691811950501001502002502018 2019 2020 2021 2022 2023*2018-2023 16.3%10.5%9.6%8.8%54.8%2021 2021 16.3%27 Walker+28 AI DAY 2022 1.2.3.29 Optimus 12 600 7200 1000 12000 2022 7.9 2000h 20000h 30 0.3m-1.2m 0.2m-4m 0.2-2m 0.3m-200m 0.2m-300m 0.005m 1%0.15%0.08m 0.15m 311 23 4 32 iFinD 2022 93.4%2018-2022 1.741.452.044.16 4.16-40%-20%0%20%40%60%80%100%120%00.511.522.533.544.552018 2019 2020 2021 2022 YOY93.4%5.8%0.8%2022 2020 2.04 2021 4.16 2022 4.16 2022 26 2023 33 RV 40 RV 2020 iFinD RV RV RV RV E RV C RV 2020 9.3%2021 15.1%2020-2021 RV 54.8%9.3%6.6%6.2%4.6%2.2%16.3%51.8%15.1%4.3%7.2%3.8%2.6%15.2%2020 2021 Nab 34 iFinD 3.4mm-38mm 1-5 6mm 5.314.68.27.47.1-80%-40%0%40%80%120%160%051015202018 2019 2020 2021 2022 2018-2022 35 2022 21.5%2022 11 iFinD 50W 7.5kW 2022 2018-2022 58.773.9115.1179.4230.10%10%20%30%40%50%60%0501001502002502018 2019 2020 2021 2022 YOY 25%2018 58.7 2022 230.1 25%50%49.8%36 iFinD 2022 2018-2022 51.9%48.1%13.215.0 16.421.023.20%10%20%30%0.05.010.015.020.025.030.035.02018 2019 2020 2021 2022 2022 48.1%2022 29.6 23.2 78%29.637 iFinD 2022 2018-2022 67.2%25.2%45.95%0.40%-1.33%-11.47%-20%-10%0%10%20%30%40%50%0.0050.00100.00150.00200.00250.00300.00350.00400.002018 2019 2020 2021 2022 YOY 2019 38 iFinD 2018-2022 2022 18.1 17.2 95%2021 74.29%2022 48.36%14 56 1 72800KM 74.29%48.36%-20%0%20%40%60%80%051015202018 2019 2020 2021 2022 YOY39 Atlas 40 6 A 300 500 6 5%;6-5%5%;6 5%;6-12 15%6-12 5%15%6-12-5%5%6-12 5%6-12 15%
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