Shanghai Seer Intelligent Technology Co., Ltd.

SEER Robotics reported 67.5% year-on-year revenue growth to RMB264.4 million in H1 2026, alongside a 197.5% increase in overseas revenue and more than 550% growth in new overseas orders. The results mark the company's first interim earnings announcement since its HKEX listing on June 24, 2026, highlighting accelerating international expansion and continued commercialization of embodied intelligence technologies. Gross profit increased 71.7% year-on-year, while overall gross margin reached 46.6%. Shipments exceeded 8,000 units, up more than 80% year-on-year, and new orders surpassed RMB467 million, representing growth of more than 60% year-on-year. International markets recorded particularly strong growth during the period. Overseas revenue reached approximately RMB65.8 million, up 197.5% year-on-year and accounting for 25% of total revenue, compared with 14% in the same period last year. New overseas orders reached approximately RMB124 million, an increase of more than 550% year-on-year. As of June 30, 2026, SEER Robotics had customers across 43 overseas countries and regions, supported by expanded local sales and service capabilities and international channel partnerships. The expanding international footprint coincided with a growing base of real-world robotic deployments. As of June 30, 2026, intelligent robots equipped with SEER Robotics' "Robot Brain" technology had been deployed for 2,500+ customers across 20+ industries, spanning diverse robotic platforms and application scenarios. This deployment base also supports the commercialization of embodied intelligence technologies. Products powered by E2E and VLA models have achieved scaled commercial deployment among leading customers in the global semiconductor, automotive and 3C electronics sectors, extending embodied intelligence technologies from development and demonstration toward industrial applications. The underlying development cycle is supported by a closed-loop of embodied intelligence infrastructure, combining unified cloud infrastructure with a cloud-edge architecture. The infrastructure spans the full workflow, from robot integration and data collection through cleaning and labeling, model training, simulation and evaluation, to deployment back to robots, enabling continuous iteration of data and models across physical robot deployments. By linking robot operations, real-world data and model development within an integrated workflow, the architecture supports the continued deployment and optimization of embodied intelligence applications across different robotic platforms and industrial scenarios.