Recently, Jizhijia (2590. HK) made another appearance on the global robotics Oscar list. This is the fifth consecutive time that Jizhijia has won the RBR50 Innovation Award since its establishment in 2012,Not only is it the Chinese technology company with the most awards, but it also sets a global record in the Chinese warehousing robot industry.

RBR50 is not an ordinary corporate honor. This list is selected by the globally authoritative robotics media, Robotics Business Review (RBR), focusing on the originality of technological breakthroughs and the verifiability of commercial implementation. It strictly requires that shortlisted innovations must be actually released or deployed within the same year - this means that any award certificate corresponds toTechnological achievements that have been validated in the real market, rather than product visions that remain at the conceptual stage.In previous selected lists, ABB、 Amazon Robotics, Boston Dynamics, and Nvidia are among them. Being selected five times means that every technological breakthrough of Jizhijia has been truly validated by the world's most demanding commercial markets.

The time span of Jizhijia's five awards covers from 2019 to 2026, which coincides with the complete cycle of the global mobile robot industry from "concept verification" to "mainstream popularization".The characteristic of being present throughout the entire process reflects the most valuable sample for deep decoding in the narrative of China's robot industry going global。

Under the wave of going global, Chinese robot companies break through multiple tracks

In recent years, "Chinese robots going global" has evolved from a solitary exploration by a few companies to a systematic industrial wave. The data recently released by the General Administration of Customs shows that China's industrial robot exports have performed strongly this year, among whichIn April, the monthly export volume exceeded 25000 units, a year-on-year increase of nearly 90%Among them, mobile robots have demonstrated strong competitiveness. Data shows that the proportion of China's mobile robot export orders has rapidly risen from 25.87% in 2022 to 37.12% in 2024,By 2025, it has exceeded 40%The acceleration trend of going out to sea is clearly visible. What is reflected behind thisThe competitiveness honed by Chinese intelligent manufacturing in the local super large scale market is overflowing globally。

This wave of going global presents a distinct pattern of multiple tracks advancing simultaneously:

Consumer Robot RaceIn the consumer drone market, DJI, with its extremely high technological barriers and cost control capabilities, has long held over 70% of the global market share, almost becoming synonymous with drones and a typical representative of China's global breakthrough in consumer intelligent manufacturing. In the field of intelligent cleaning robots, as the world's leading sweeping robot company, Stone Technology will ship 5.8 million cleaning robots worldwide in 2025, a year-on-year increase of 76.5%, ranking first in the world with a market share of 17.7%.

Collaborative Robot TrackThe shipment volume of Yuejiang collaborative robots has jumped to the top in the world, surpassing the 100000 mark and continuing to be the top domestic brand in terms of overseas shipments. By 2025, the overseas revenue will exceed half. Jieka Robot has established nine branches worldwide, serving customers in nearly 100 countries and deploying nearly 30000 robots. Its collaborative robot products have a domestic market share of 21.9%, ranking first.

Industrial Robot TrackEstun has maintained the top domestic industrial robot shipment volume in China for several consecutive years, and in 2025, its domestic market share for industrial robots will surpass that of foreign companies for the first time, breaking the long-term monopoly pattern of overseas giants. It has established 75 service outlets worldwide, covering manufacturing and economically developed regions such as Europe, America, and Asia.

If these enterprises are regarded as the "group army" of Chinese robots going global, then Jizhijia's position in the warehousing and logistics track is the earliest and deepest in this group army.

Jizhijia's overseas path, from technology output to ecological co construction

The globalization of Jizhijia began in 2017, when most of the domestic robotics industry's imagination of "overseas markets" was still at the level of exhibitions; And Jizhijia has already deployed dozens of robots in the warehouses of Japanese customers, embarking on the global commercialization journey of Chinese warehousing robots, several years ahead of the industry's overall pace of going global.

The five RBR50 honors from the first award to the present are precisely a miniature history of the technological evolution and business model transformation of the AMR industry:

In 2019, it was shortlisted for RBR50 for the first time, completing the initial global industry qualification.

In 2020, with the "All Category Logistics Robot Matrix", it became the only Chinese company on the list that year.

In 2024, the PopPick solution from shelves to people will be on the list for the third time, consolidating the advantage of warehouse scene solutions.

In 2025, we won four awards for our tray to person SkyCube solution.

In 2026, the unmanned picking workstation won an award and was equipped with the Geek+Brain intelligent model developed by Jizhijia. At Schneider Electric's Shanghai warehouse, the picking efficiency was doubled compared to manual labor, with an accuracy rate of over 99.99%. The breakthrough was achieved within 48 hours of delivery and production. The RBR review committee stated, "This further consolidates the already strong product matrix of goods to people, and Jizhijia is moving forwardThe fully autonomous and end-to-end unmanned warehouse is steadily advancing"。

Five awards and five dimensions of technological breakthroughs - from handling robots to full category robots, and then to embodied intelligent empowered robotic arms - mark Jizhijia's sustained innovation pace in product technology roadmap.

At the business level, this technological accumulation has been exchanged for quantifiable global competitiveness. In 2025, Jizhijia achieved a revenue of 3.171 billion yuan, a year-on-year increase of 31.6%, and an adjusted net profit of 43.82 million yuan - achieving profitability for the first time, declaring that this large-scale enterprise has crossed the critical point of economies of scale and entered a new stage of high-quality development.

In the overseas market, this competitiveness is more direct: according to the data disclosed in the 2025 financial report, the revenue from markets outside Chinese Mainland accounts for 75.3%; Our business covers more than 40 countries and regions around the world, with a total of over 950 global customers, including more than 80 Fortune 500 companies. The repurchase rate of major customers is as high as 78% - the latter means that the relationship between Jizhijia and global top customers has upgraded from one-time procurement to continuous and deepening long-term cooperation.

Under the global competitive landscape, the triple barrier construction of Jizhijia's long-term core moat

Placing Jizhi Jiafang in the global AMR competition landscape will reveal a thought-provoking picture. According to the Interact Analysis 2025 Mobile Robot Market Report, Jizhijia has maintained the top global AMR market share for seven consecutive years and is in a leading position in the EMEA, Asia Pacific, and North American markets.

And what supports this market position is the three-layer differentiated moat constructed by Jizhijia:

First floor,Massive real scene data barriersBy the end of 2025, Jizhijia has delivered over 72000 robots worldwide. The data flywheel formed by relying on massive real warehousing scenarios will continue to drive algorithm iteration optimization, and this advantage will be continuously strengthened as the deployment scale expands. The accumulation of such a large amount of scene data is the core threshold that peers find difficult to replicate in the short term.

The second floor,AI intelligent algorithm scheduling capabilityThe Robot Scheduling System (RMS) independently developed by Jizhijia supports efficient collaborative operation of over 5000 devices in a single warehouse, and has multiple "thousand level" project experiences worldwide. Its scheduling capabilities for complex systems far exceed those of its peers.

The third layer,Product matrix for all categoriesFrom the three major picking solutions - container to person (RoboShuttle), shelf to person (PopPick), pallet to person (SkyCube) to unmanned picking workstation (RAPS), and then to the universal warehousing robot Gino 1, Jizhijia has covered the automation needs of the entire warehousing fulfillment chain and is one of the few companies in the industry with a full category matrix of "mobile robots+robotic arms+humanoid robots".

Industry dividends for the next decade

The current global warehousing automation industry is still in a golden cycle of rapid growth, with vast potential for market growth. Data shows that the global market size for warehouse automation solutions is expected to grow to 804 billion yuan by 2029, with a compound annual growth rate of 11.3% from 2024 to 2029; Meanwhile, by 2024, approximately 80% of warehouses worldwide have not yet adopted automation solutions, with a potential market space expected to exceed 2 trillion yuan.

With the upgrading of global e-commerce retail, the transformation of flexible production in manufacturing, and the acceleration of supply chain intelligence transformation, the demand for cost reduction, efficiency improvement, unmanned, and intelligent warehousing upgrades from global enterprises will continue to explode, bringing considerable growth dividends to the warehousing automation industry.

For the entire industry, the dividends of the next decade lie inThe main channel of the industry will comprehensively upgrade towards embodied intelligence.The focus of future industry competition will also shift from traditional "human-machine collaboration and material handling" to a comprehensive intelligent competition of robots with autonomous perception, intelligent decision-making, and independent execution of complex warehouse tasks.

In this upgrade competition, Jizhijia has taken the lead in entering the deep water area. The industry recognition of RBR50's five times on the list, coupled with the fact that Interact Analysis has had the highest AMR market share in seven years, points to a Chinese robotics company continuously refreshing the height and discourse power of China's intelligent manufacturing in the global robotics industry.