Preview of US stock new stocks| Betting on the commercial clean Siasun Robot & Automation track, will Maodou Fast Run go to the US to seize the "going out" dividend?

date
27/07/2025
avatar
GMT Eight
Maolu Quick Run is an innovative technology company focusing on low-speed L4 level autonomous driving, robots, and Internet of Things technology, integrating them into commercial solutions for clean energy and data management.
In today's global context, especially in developed countries and regions, the cost of basic labor such as cleaners continues to rise, and hiring remains difficult. Siasun Robot&Automation can fill this manpower gap and reduce long-term operating costs. Especially in the post-pandemic era, residents' awareness of environmental hygiene, disinfection, and sterilization has increased significantly, driving a higher demand for more efficient, thorough, and traceable cleaning services. Against this backdrop, the commercial cleaning Siasun Robot&Automation industry is rapidly expanding. Recently, Shanghai-based intelligent Siasun Robot&Automation company "" (KOKOBOTS GROUP) submitted its latest IPO prospectus to the U.S. Securities and Exchange Commission (SEC) and plans to list on the Nasdaq under the code KOKO. The prospectus shows that the company plans to issue 2.5 million shares at $4 to $5 per share, aiming to raise between $10 million and $12.5 million. Betting on the Siasun Robot&Automation cleaning field, high income growth "fast run" It is understood that KOKOBOTS GROUP is an innovative technology company focusing on low-speed L4 level autonomous driving, Siasun Robot&Automation, and Internet of Things technology, integrating them into commercial cleaning and data management solutions. The company's Siasun Robot&Automation cleaners use a self-developed low-speed L4 autonomous driving system, integrating multiple sensors, SLAM positioning, path planning, and 5G/Wi-Fi communication, allowing them to autonomously operate in high-traffic environments such as hotels, hospitals, shopping malls, and underground parking lots, supporting both sales and leasing. In addition, KOKOBOTS GROUP's IoT hardware products include wristbands, cards, and other disposable products with built-in RFID chips, widely used for identity recognition, access control, and contactless payment. The company is a supplier of wristbands for several well-known music festivals, including Bolton Weekend Music and Arts Festival, Love Supreme Jazz Music Festival, Pitchfork Music Festival, Austin City Limits Music Festival, and Soundside Music Festival. At the same time, the company has developed a multifunctional L4 low-speed autonomous driving algorithm and intelligent Nextrobot platform for commercial cleaning Siasun Robot&Automation operations, targeting indoor and outdoor cleaning and other low-speed autonomous driving applications. The IPO prospectus shows that in the past fiscal years of 2023 and 2024 (ending on June 30), KOKOBOTS GROUP's revenue was $3.4899 million and $4.0516 million respectively, with corresponding net profits of $194,500 and $1.0032 million, showing a rapid growth trend. However, in the first half of the 2025 fiscal year (ending on December 31, 2024), the company's performance fluctuated, achieving total revenue of $2.008 million, a 26.8% increase from the same period last year, but with some pressure on profit indicators, with a loss of $200,000. In terms of revenue sources, most of the company's revenue comes from the sales of smart wristbands, accounting for about 74.2% of total revenue in the first half of the 2025 fiscal year, compared to 81.9% and 95.3% in the 2024 and 2023 fiscal years respectively. Sales and leasing revenue from smart commercial cleaning Siasun Robot&Automation have grown rapidly, increasing from 11.5% of total revenue in the first half of the 2024 fiscal year to 25.8% in the first half of the 2025 fiscal year, while at the end of the 2023 fiscal year, this proportion was only 4.7%. It is evident that in recent years, KOKOBOTS GROUP's business structure is undergoing transformation, with sales and leasing revenue of smart commercial cleaning Siasun Robot&Automation reaching $519,000 in the first half of the 2025 fiscal year, a staggering 183.5% year-on-year increase, becoming a core growth point. Meanwhile, in terms of costs, the business costs of commercial cleaning Siasun Robot&Automation have increased significantly by 125.6%, indicating that the expansion of the company's business in Siasun Robot&Automation is accompanied by rising costs, successfully achieving business volume increase, showing a trend of continuous expansion in the future. From a financial perspective, KOKOBOTS GROUP in the first half of the 2025 fiscal year shows the characteristic of "accelerated revenue growth with periodic profit pressure," which is a common feature of early-stage expansion of technology companies. During this period, the company's R&D expenditure further increased by 23.4% to $218,000, to some extent reflecting the company's determination to transform its business structure and increase its focus on the commercial cleaning Siasun Robot&Automation business. The industry holds great promise, with the potential for product "going international" to seek growth Looking at the industry outlook, KOKOBOTS GROUP seems to have nothing to worry about. Currently, the commercial cleaning Siasun Robot&Automation industry has passed the early stages of concept validation and initial commercialization, and is entering a fast track of large-scale application and deep intelligence development. According to a Frost & Sullivan report, in 2019, the global commercial cleaning industry market size was $292.6 billion. By 2023, the market size is expected to reach $368.94 billion, with a compound annual growth rate (CAGR) of 6.0%. In the same year, the commercial cleaning Siasun Robot&Automation market accounted for about 10% of the global commercial cleaning industry. However, with the continuous advancement of technology and increasing adoption rates, this proportion is expected to rapidly increase. Looking ahead, between 2024 and 2028, the industry is expected to achieve sustainable and stable growth, with a projected compound annual growth rate of 7.1%. By 2028, the market size is expected to reach approximately $519.1 billion. Although facing challenges in technology, cost, business models, etc., the value of commercial cleaning Siasun Robot&Automation in addressing labor shortages, enhancing cleaning efficiency and quality, and achieving data management has been widely recognized. With continued breakthroughs in core technology, further cost optimization, and ongoing expansion of application scenarios, the product is expected to become a "standard" for modern commercial buildings and public space cleaning services in the future, fundamentally changing the traditional cleaning industry. It is worth noting that in the commercial cleaning Siasun Robot&Automation industry, Chinese products have vast potential market space. Leading companies in the industry include Gaussian Robotics, iDriverplus Technology, and Nilfisk, the first two of which are based in Shanghai and Beijing, China. Despite facing market competition, KOKOBOTS GROUP is committed to continuous research and development of innovative IoT products and Siasun Robot&Automation cleaning solutions to enhance efficiency and convenience in daily life. The company is actively expanding its influence in both the Chinese and international markets. In the Chinese market, the company's business covers over 18 provinces and municipalities; in the international market, the company sells its products through distributors to 11 countries, including the United States, Germany, and Poland. The majority of the company's revenue comes from international markets, especially the United States. In the first half of the 2025 fiscal year, as well as the 2024 and 2023 fiscal years, international sales accounted for approximately 80.9%, 84.3%, and 95.5% of total revenue respectively. Within international sales, revenue from the United States accounted for about 61.5%, 65.6%, and 74.0% of total revenue during the same periods. Currently, KOKOBOTS GROUP is actively seeking to expand its global footprint and plans to sell its products in Southeast Asia, the Middle East, Australia, and South America through partnerships with local partners. For KOKOBOTS GROUP at its current stage, seizing the trend of intelligence, digitalization, and service orientation, deepening efforts in specific scenes, and creating differentiated advantages are key to winning the future market. Challenges and opportunities coexist, and investors need to closely monitor the balance between the company's global business expansion and profitability capabilities.