WeiYi Intelligent Manufacturing surges toward becoming the "First Stock in Industrial Embodied Intelligence": EIIR products see simultaneous growth in volume and price

Ask AI · How would acquiring Jebote strengthen MicroYi Intelligent Manufacturing’s technical control?

China’s largest EIIR product provider.

According to information from IPO early knows, MicroYi Intelligent Manufacturing (Changzhou) Co., Ltd. (hereinafter referred to as “MicroYi Intelligent Manufacturing”) submitted its listing application on March 31, 2026, to advance the process of seeking a Main Board listing on the Hong Kong Stock Exchange, aiming to challenge as the “first stock for industrial embodied intelligence.”

Founded in 2018, MicroYi Intelligent Manufacturing is an industrial embodied intelligence robotics company. It is committed to transforming manufacturing through cutting-edge technology, providing customers worldwide with ready-to-unbox and highly flexible industrial embodied intelligence robot (EIIR) products and solutions. Through a self-developed full-stack software and hardware system and comprehensive systems engineering capabilities, MicroYi Intelligent Manufacturing has successfully developed EIIR products capable of autonomously sensing, learning, making decisions, and executing complex tasks.

Notably, MicroYi Intelligent Manufacturing is one of the leading companies among the first global batch to achieve large-scale, commercially viable deployment of embodied intelligence across multiple complex industrial scenarios. To date, MicroYi Intelligent Manufacturing has achieved large-scale commercialization in real industrial settings, including industries with extremely high requirements for precision, stability, and reliability such as 3C electronics, automotive manufacturing, new energy, fast-moving consumer goods, and semiconductors.

According to materials from Zhousi Consulting, based on 2024 revenue, MicroYi Intelligent Manufacturing is China’s largest EIIR product provider, with a market share of approximately 31.0% in China’s embodied intelligence industrial robot industry.

As for financial data. From 2023 to 2025, MicroYi Intelligent Manufacturing’s revenue was 434M yuan, 600M yuan, and 7.96 billion yuan, respectively, with a compound annual growth rate of over 35%. Meanwhile, MicroYi Intelligent Manufacturing achieved profitability consecutively in 2024 and 2025, making it one of the few companies in the industry to accomplish this feat. In 2025, MicroYi Intelligent Manufacturing also saw its net cash from operating activities turn positive for the first time.

EIIR products see gains in both volume and pricing, and the revenue mix upgrades

Technical genes are the core driving force

Specifically, MicroYi Intelligent Manufacturing provides standardized AI-based robots that can be integrated into production lines to perform tasks and learn new ones, without requiring manual programming, thereby enabling flexible production. Unlike traditional robots, EIIR products are fully driven by AI models, featuring end-to-end autonomous operation. They can seamlessly adapt to a wide range of industrial scenarios through intelligent sensing, path planning, real-time trajectory generation, and adaptive process execution.

Over the past three years, EIIR—MicroYi Intelligent Manufacturing’s flagship product line—has experienced explosive growth, becoming the absolute revenue mainstay. EIIR business revenue surged from 1.14 billion yuan in 2023 to 4.53 billion yuan in 2025, with its revenue contribution rising sharply from 26.3% in 2023 to 57% in 2025. The compound annual growth rate was about 100%, achieving a qualitative upgrade in the revenue mix. In terms of profitability, EIIR’s gross margin has been outstanding, steadily increasing from 47.9% in 2023 to 53.5% in 2025, significantly ahead of industry benchmarks.

Of course, the core factor driving MicroYi Intelligent Manufacturing’s revenue mix upgrade is still its technical foundation. From 2023 to 2025, MicroYi Intelligent Manufacturing’s R&D spending was 114M yuan, 1.65 billion yuan, and 178M yuan, respectively, accounting for 41.1%, 27.5%, and 29.6% of total revenue in each period. As of December 31, 2025, MicroYi Intelligent Manufacturing has an R&D team of more than 270 experts and engineers, representing over 55% of its total employees, and has developed more than 800 self-owned intellectual property assets, including more than 210 invention patents and 310 software copyrights.

Continuously strengthening core technical control

Breakthroughs in overseas business expansion have also been achieved in a material way

In 2025, MicroYi Intelligent Manufacturing also completed the acquisition of Jebote. The latter mainly develops industrial robots, collaborative robots, and magnetic transportation systems, and possesses particular expertise in motion control technology.

This means that while MicroYi Intelligent Manufacturing fills in gaps in the robot body itself and core bottom-layer motion control capabilities, it also achieves coordinated integration and optimization between software and hardware—allowing it to leverage its data and algorithm advantages to the fullest, thereby improving the performance and competitiveness of the overall EIIR product portfolio and reducing reliance on external hardware suppliers.

Going further, by strengthening capabilities in key upstream components, MicroYi Intelligent Manufacturing is expected to gain greater control over its technology stack and product roadmap, and is also likely to directly drive ongoing improvements in financial data. According to MicroYi Intelligent Manufacturing’s plans, it will continue to make strategic investments and acquisitions in areas such as robot bodies and system integrators.

In addition, MicroYi Intelligent Manufacturing also plans to build a 14k-square-meter production facility in Jiangsu, expected to start operations in 2026, mainly for the production of EIIR product hardware modules. This vertical integration will significantly enhance product performance, shorten development cycles, and optimize cost efficiency.

While consolidating its leading position in the domestic market, MicroYi Intelligent Manufacturing has, starting in 2025, officially launched an overseas business expansion strategy, entering the European and U.S. markets, and is now serving more than 25 Fortune 500 companies and international industry leaders. Through subsidiaries’ factories distributed worldwide, it has secured multiple overseas direct-delivery orders.

According to a report from Zhousi Consulting, the global market size of industrial AI-enabled agents is expected to grow from 362 billion yuan in 2024 to 1.3 trillion yuan in 2030. In other words, MicroYi Intelligent Manufacturing’s growth potential is considerable.