1. What Happened at Yujin Robot?
In the first half of 2025, Yujin Robot discontinued its cleaning robot business to focus on autonomous driving solutions, logistics robots, industrial automation systems, and R&D services. With in-house developed technologies like GoCart, AMR, and 3D LiDAR sensors, the company aims to become an end-to-end solution provider.
2. Why This Change?
The future of robotics lies in autonomous driving. Yujin Robot’s strategic shift reflects this market trend, aiming to strengthen competitiveness and transition to high-value-added businesses. The company seeks to capture a share of the high-growth autonomous driving robot market.
3. So, What’s the Current Situation?
- Positive Aspects: Secured technology in autonomous driving robots, successful entry into the European market, potential for future growth.
- Negative Aspects: Declining sales, continued operating losses, deteriorating financial health, including increasing inventory and worsening cash flow.
4. What Should Investors Do?
Yujin Robot currently presents both potential and risk. Investors should carefully consider the following:
- Whether the next quarter shows a turnaround in performance
- Sales growth and profitability improvement in the autonomous driving robot business
- Improved inventory management and recovery of financial health
The current investment recommendation is ‘Sell’. However, this strategy needs to be revisited depending on the improvement of the factors mentioned above.