04,01,2026 14 views
Dear shareholders
2025 is the final year of Tuosida's strategic transformation, and it is also a year for us to break through with "focus", navigate with "data", and plan ahead with "innovation". This year, we faced the challenges of transformation, adhered to a long-term approach, and completed a deep reshaping in the three dimensions of business, technology, and organization, laying a solid foundation for high-quality development in the next decade. At this moment, I would like to express my sincerest gratitude to every shareholder who trusts and accompanies Topstar.
In 2025, the three key words - focus, datainnovation
1. Focus on subtraction and steadily move towards a pure product company
In recent years, we have adhered to the principle of "focusing on subtraction", and our intelligent energy and environmental management system business has continued to focus on core customers and strengthen full process management, gradually shifting from "setting up a stall" to "doing precision and optimization". By the end of 2025, this business will have been basically divested, and the company will truly achieve "lightweight deployment". This is not a strategic swing, but an inevitable choice based on our return to the essence of manufacturing and our long-term judgment of the future competitive landscape. Through the painful period of transformation, we sacrifice short-term scale figures in exchange for long-term core competitiveness.
When the external environment warms up and industrial upgrading accelerates, a more healthy business structure, more solid technological barriers, and more stable profitability of Topstar will be in a more advantageous starting position. Our management efforts and core resources are more focused onindustrial robotThe revenue share of core products such as injection molding equipment and CNC machine tools has steadily increased, and the competitiveness of products continues to strengthen. In 2025, the company achieved a reversal in performance, with a net profit attributable to the parent company of 73.8725 million yuan.
At the organizational level, we have broken down the barriers to independent operation of business units, restructured into matrix management, and created three major matrix modules: product and Marketing, sales and service, and delivery and operation. We aim to efficiently connect group resources and truly complete the transformation from sales driven to product driven, business opportunity driven to market driven, and experience driven to management driven. Our organizational vitality continues to be unleashed, taking a crucial step towards becoming a pure product company.
2. Data empowerment enhances decision-making and operational efficiency
Embracing data governance is one of the core changes for Topstar in 2025. We draw two global operational maps, domestic and overseas, breaking down core data such as GDP, industry size, and market share on a prefecture level city by city basis, scientifically allocating resources, and setting goals; From the entire business process of orders, shipments, and payments, to management dimensions such as customer satisfaction and operational efficiency, fully achieve data-driven integration.
Every resource allocation and strategic decision is supported by data, ensuring both operational efficiency and decision-making accuracy, providing a solid guarantee for the company's steady development, and making data a navigation through market fog.
3. Innovation for long-term development, comprehensive breakthroughs in technology, products, and markets
Through 18 years of trials and hardships, Tusda has entered the era of artificial intelligence through the industrial era and the Internet era. In 2025, we will respond to the challenges of the times with "innovation", choose "deep cultivation and far-reaching", break the inertia of thinking, and build a strategic blueprint and business flywheel with the end in mind. We will anchor our focus on the deep cultivation of long termism, and the dual breakthroughs in technology and products are the core support of the path of "innovation".
The technology side continues to overcome core barriers: the new generation X5 intelligent robot control platform achieves cloud edge deployment and integration of sensing, computing, and control, successfully bridging the data gap between embodied intelligent models and robots, and promoting the landing of intelligent technology from the digital world to the physical world; The high-speed and high-precision synchronous motion control technology achieves a speed of 30m/min, realizing high-precision synchronous operation of multi axis systems; The mechanical end shaking suppression control technology reduces the stabilization time by 80%, providing key technical support for high-performance equipment. The three core technologies have broken through and jointly built the technical barrier of full stack self-developed technology.
The product side continues to enrich the matrix form: focusing on the core requirements of industrial scenarios, we have successfully released the intelligent humanoid robot "Xiaotuo", quadruped robot "Xingzi" and AI flexible sorting workstation, marking a major breakthrough in the field of embodied intelligence for the company and accurately landing cutting-edge technologies in industrial scenarios; Industrial robots have added multiple models that are suitable for specific scenarios, injection molding machines have refined their model structures, and CNC machine tools continue to upgrade their core models. Product performance and adaptability to different scenarios have been further improved, significantly enhancing their core competitiveness.
Expanding our overseas presence in the market: Our overseas sales network covers over 50 countries and regions, and we have established connections with approximately 4000 potential overseas customers, serving nearly 1000 overseas customers and becoming a supplier to over 20 Fortune Global 500 companies. We are customer-oriented and showcase our "one-stop injection molding solution" at CHINAPLAS 2025， Actively participate in international plastic industry exhibitions, further expand overseas market coverage, and accurately reach global customers with technology and product value. In 2025, the company's overseas revenue will increase by nearly 10% year-on-year, accounting for 26.29% of the total revenue.
In the era of embodied intelligence, how will Tuosida's path go?
We will adhere to a long-term approach and use the "scenario+product+data+AI" business closed loop as the core engine. Deeply cultivating the field of embodied intelligence, steadily moving towards the vision of becoming a globally leading embodied intelligence technology company.
1. Scenario definition product
We use two types of industrial mother machines (five axis linkage CNC machine tools and injection molding equipment) as the basic drainage disks, because the processing of two basic industrial materials (metal and plastic) in the physical world cannot do without these two types of equipment. With the help of these two types of industrial mother machines, we can cover most of the manufacturing industry. All manufacturing customers require manpower, and wherever there is manpower, there is a demand for robots, which in turn brings us a large number of industrial robot application scenarios. This is also the starting point for us to build a business closed loop.
Starting from the scenario, define the product form and function. We have constructed a full form product matrix covering Cartesian robots, multi joint robots, humanoid robots, and quadruped robots. From specialized equipment for injection molding single scenes, to general equipment for multiple industrial scenes, and to intelligent products with full scene features, each product carries the functional requirements of scene adaptation. Through core technologies such as modular sensing joints and high-precision motion control, it achieves efficient adaptation to different scenes.
2. Data feedback model
High quality data is the core "fuel" for the continuous evolution of artificial intelligence, and it is also a key link for us to achieve business closure. Our robots come with various senses such as vision and force perceptionsensorIt naturally has the ability to collect big data, and only with big data can models be iterated. At present, we have developed a low-cost and highly adaptable portable gripper data acquisition solution that can bridge the critical link from product to data, without relying on joint mapping, adapting to various robot bodies, and integrating visual information and spatial trajectories to achieve efficient and low-cost data acquisition. This lays a solid data foundation for the training of embodied intelligent models, allowing the models to continuously deepen their understanding of the process through iteration. After the evolution of the model, we can further generalize the scenarios, allowing robots to no longer be limited to the industrial field, but can be extended to multiple scenarios such as business, service industry, and home in the future.
Starting from a large customer base, we define products in scenarios, collect data from products, feed AI models with data, and expand the boundaries of scenarios. We have built a business closed loop of "scenario+product+data+AI", promoting the deep expansion of business from the industrial field to the commercial field, enabling robots and humans to move from specialized to universal, and enabling embodied intelligence to truly land in the physical world.
Our 'Battle Map'
We have established a strategic blueprint of "New Decade, Three Steps", and will promote the implementation of long-term goals in stages and with focus
Build a solid foundation, consolidate the two cornerstone businesses of Cartesian robots and injection molding equipment, steadily build the foundation for enterprise development, and solidify core competitiveness;
To make powerful equipment, closely follow customer needs, deepen the layout of core products such as CNC machine tools, precision carving machines, injection molding machines, etc., build hard technological barriers, open up market space, and continuously expand market share;
To implement embodied intelligence, using robots as carriers, we will increase research and development efforts in the core field of embodied intelligence, strengthen the barriers to full stack self-developed technology, build a comprehensive and all scenario intelligent ecosystem, and promote the commercialization, industrialization, and large-scale implementation of embodied intelligence.
Technological innovation is the direction, deep cultivation of the main business is the core, and long termism is the foundation. I always believe that firmly grasping these three points can give us determination. We will continue to lead with the core value of "wholeheartedly serving customers", focusing on six dimensions of scenarios, products, core components, core technologies, organizational talents, and process management to systematically enhance and comprehensively improve. We will not pursue short-term trends, but only focus on long-term value; Do not talk about grand visions, only adhere to pragmatic and deep cultivation, in order to cross the industry cycle and achieve stability and far-reaching results.
2026 is the starting year of the 15th Five Year Plan and a crucial year for the commercialization of Tuosida's embodied intelligence. We will continue to anchor the "scenario+product+data+AI" business loop, deepen technology research and development, expand scenario coverage, improve global layout, and give back the trust of every shareholder with better products, more efficient services, and more stable operations.
