OneRobotics Passes HKEX Hearing, Poised to Become “First AI Embodied Home Robot Stock”
Want to read in a language you're more familiar with?
OneRobotics passes HKEX hearing and is set to become the “first AI embodied home robot stock,” with strong products like Acemate and Kata Friends driving global growth.
OneRobotics (Shenzhen) Co., Ltd. has passed the Hong Kong Stock Exchange hearing, disclosing post-hearing materials on December 16, 2025, with Cathay Securities and Huatai International as joint sponsors, positioning it as the potential “first AI embodied home robot stock.”
As a global provider of AI embodied home robot systems, OneRobotics focuses on family scenarios, covering fitness training, emotional companionship, and household chores. It integrates AI and robotics to simulate human behavior for autonomous decision-making. According to Frost & Sullivan, it is the world's only company with comprehensive layout in this field and the largest provider in 2024 with an 11.9% market share.
Key products shine:
- Acemate, the world’s first AI tennis robot launched in 2025, named one of TIME’s Best Inventions of 2025, raised over 16.5 million RMB in overseas crowdfunding (76x goal), delivering precise rallies.
- Kata Friends, the first locally deployed large-model AI companion robot, won two IFA innovation awards in Berlin for deep emotional interaction via multimodal perception.
- The first humanoid home service robot H1 is planned for January 2026 to tackle complex chores.
R&D: Over 310 patents (including 56 inventions) as of December 2025; 278-person team (43.4% of staff); R&D spending ~20% of revenue from 2022–2024. Products sold in 90+ countries, with Japan, Europe, and North America accounting for over 95% of revenue from 2022–2024 and H1 2025.
Financials: Revenue CAGR 49% from 2022–2024; H1 2025 revenue 396 million RMB (+44% YoY); gross margin rising to 54.2% in H1 2025; adjusted EBITDA positive since 2023, exceeding 54 million RMB in H1 2025 (2x full-year 2024).
Backed by XbotPark, Hillhouse Ventures, and Source Code Capital, IPO proceeds will fund R&D, global sales expansion, and working capital. The global AI embodied home robot market is projected to reach 70.7 billion RMB by 2029, with a 64.2% CAGR from 2024–2029.
Source: IPOzaozhidao
