On April 17th, reporters joined the "New Quality Productive Forces in Guangzhou" media fact-finding tour and traveled deep into Panyu District to visit three leading local AI companies, exploring how they are carving out paths to profitability across the consumer, manufacturing and content sectors.

On the consumer side, AI baristas made by Guangdong Kuku Intelligent Robot Co., Ltd. stood out as a highlight. Its six-axis collaborative robot arm can prepare a freshly brewed cup of coffee topped with 3D latte art in just 60 seconds. According to CEO Li Tong, the product has already achieved commercial profitability, with each machine paying for itself in about 10 months and generating average daily revenue of more than 5,000 yuan. The company has shifted from simply selling equipment to a three-pronged monetization model based on hardware sales, revenue sharing and software subscriptions, enabling each store to reduce labor costs by more than 60%. The equipment is now fully domestically produced, with over 90% of its components manufactured in the Guangdong-Hong Kong-Macao Greater Bay Area.

On the manufacturing side, robots made by Li-Gong Industrial Co., Ltd. are no longer confined to demonstrations. They are working directly on the production line. In the workshop, reporters saw robots independently handling transport, processing and assembly tasks, while the entire shop floor required only two workers. Cheng Nan, Director of Public Affairs, said that the company has received orders for more than 1,000 robots, more than half of which have been exported to Europe, the United States and Southeast Asia, with prices ranging from 200,000 yuan to 600,000 yuan. Its globally launched ChiroSync Glove is equipped with 162 motion-capture points, enabling the digital preservation of veteran technicians' hand movements for robots to replicate with millisecond precision.

On the content side, Guangzhou Zhuoyuan Virtual Reality Technology Co., Ltd. is focusing on taking XR devices overseas. Chairman Yang Xuyun said the company's proprietary motion-control algorithm addresses the problem of motion sickness, which has helped lift the share of overseas revenue from between 10% and 20% two years ago to nearly 60% in 2025, with the figure expected to reach 70% in 2026. The company has also expanded into sports applications by embedding outdoor settings such as Dafushan Forest Park into treadmills. Guangzhou is now home to more than 3,000 companies related to intelligent equipment and robotics, forming a pattern of differentiated development across its districts.

把虚拟快乐做成全球生意！探访广州三工厂，解码AI赛道赚钱密码

4月17日，记者跟随“新质生产力广州行”调研行，深入广州番禺，探访三家本土AI标杆企业，解码其在消费端、工厂端、内容端三条赛道的盈利路径。

消费端，酷库智能的AI咖啡师成为亮点。其六轴协作机械臂可在60秒内完成一杯带3D拉花的现磨咖啡。CEO李彤介绍，产品已实现商业化盈利，单机约10个月回本，日均营收超5000元。公司从卖设备转向硬件、流水分成、软件订阅三重变现，单店人力成本下降60%以上。目前设备已实现100%国产化，超90%零部件湾区制造。

工厂端，里工实业的机器人真正“下产线”干活。记者在车间看到，机器人自主搬运、加工、组装，整个车间仅需2名工人。公共事务部主任程楠透露，目前机器人订单超1000台，过半远销欧美、东南亚，售价20万至60万元不等。其全球首发的ChiroSync手套内置162个动作采集点，能将老师傅的手艺数字化留存，供机器人毫秒级复刻。

内容端，广州卓远专注XR设备出海。董事长阳序运介绍，公司自研动感控制算法解决眩晕痛点，海外营收占比从两年前的10%-20%跃升至去年近60%，今年预计达70%。公司还开辟体育新赛道，将大夫山等户外场景嵌入跑步机。目前，广州拥有智能装备与机器人相关企业超3000家，形成各区错位发展格局。

文丨记者 黎秋玲
翻译 | 郑奕玲
审校 | 曾敏