METASPACEX (01796) has announced plans to capitalize on the global smart robotics industry's historic growth opportunities by deepening its dual-strategy of "digital intelligence plus hard technology." The Group intends to launch a new business segment focused on the Open Claw next-generation open intelligent gripping actuator sector, positioning itself in the core components gold track of the global smart robotics industry to build a sustainable second growth engine.
In the Open Claw field, the Group plans to invest approximately HKD 500 million over three fiscal years. This investment will cover full-chain development including core technology R&D, large-scale production capacity construction, and global market ecosystem expansion. The initiative marks the Group's official entry into the smart robotics core components sector, with the goal of cultivating it into a long-term sustainable growth driver.
The strategic decision to develop this new business is based on industrial trends and the Group's inherent advantages, primarily considering the following factors:
1. High-Growth Market Opportunities: Open Claw intelligent gripping actuators serve as core "end effectors" for collaborative industrial robots, warehouse logistics systems, humanoid robots, and special-purpose robotics. These components directly impact robots' scenario adaptability and operational precision. Industry forecasts indicate significant growth in the global robotic end-effector market by 2030, with Open Claw's open technical approach expected to capture substantial market share due to its strong compatibility, high adaptability, and controllable costs.
2. Evolving Industry Structure with Domestic Replacement Potential: The global high-end intelligent actuator market currently shows high concentration. As Open Claw's open technical route matures, traditional closed-source technology barriers are gradually breaking down, creating valuable development windows for domestic enterprises to increase global market share. This presents an important opportunity for the Group to expand its business boundaries and enhance industrial competitiveness.
3. Strong Synergies with Core Business: The Group's long-term accumulation in digital intelligence provides solid support for this expansion through technical synergy (AI vision algorithms and adaptive motion control technologies can integrate with Open Claw products), industrial implementation (existing customer resources in industrial manufacturing, logistics, and new energy sectors facilitate rapid scenario validation and commercialization), and financial/platform support (diversified financing channels as a HKEX-listed company provide stable guarantees for new business development).
The planned investment will be allocated as follows: approximately 40% for core technology R&D and intellectual property system development, 35% for intelligent mass production capacity construction, 15% for global market expansion and ecosystem development, and 10% for professional team building.
The Group has established clear phased development objectives for the new business: - Initial phase (within 12 months): Complete Open Claw product series finalization and mass production, establish independent R&D center, achieve core technology independence, build patent protection system, and enter supply chains of leading domestic industrial robotics and warehouse logistics enterprises. - Medium-term phase (within 3 years): Complete construction of intelligent mass production base, achieve scaled stable delivery, increase domestic market share, actively expand overseas markets, and deepen cooperation with global mainstream robotics manufacturers. - Long-term phase (within 5 years): Become a core global supplier in the Open Claw field, participate in industry standard setting, fully integrate into supply chains of global robotics leaders, and establish this business as a major revenue and profit contributor.
The Board believes the new business aligns with global industry trends and market demand. Leveraging the Group's core advantages in technology, industrial implementation, and financial resources, the initiative demonstrates strong development potential and market competitiveness. This strategic move is expected to expand long-term growth space, capture market opportunities, build core competitive barriers, optimize industrial structure, enhance comprehensive competitiveness, and create long-term value for shareholders.
The Board emphasizes that investment and layout plans for the new business have not been finalized, and as of the announcement date, the Group has not entered into any legally binding agreements regarding the new business.