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Zhang Group Lee

Research Analyst at Guotai Junan Securities Co., Ltd.

Zhang Group Lee's questions to Cheetah Mobile (CMCM) leadership

Question · Q2 2025

Zhang Group Lee asked about the R&D progress and potential launch timeline for Cheetah Mobile's new wheeled-arm robot form factor, its planned application scenarios, and whether the company has other new product forms in planning, along with their strategic role and implementation logic.

Answer

Chairman and CEO Fu Sheng acknowledged the market's high interest in wheeled-arm robots, noting that some UFactory customers are already self-integrating wheels onto robotic arms. However, he stated there is no specific timeline for Cheetah Mobile's wheeled-arm robot product, as commercialization depends on validated demand and effective real-world application rather than just advanced technology. He confirmed that the company is actively planning new product forms, aiming for larger, suitable scenarios where intelligent robotics can significantly enhance user experience and ROI. He indicated that more details would be shared upon formal product launch.

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