The Strategist Behind the Spring Festival Gala Tech Show: First Journey Holdings Ties Up with Three Industry Leaders to Fortify Its Robotics Ecosystem Barrier
The CCTV Spring Festival Gala for the Year of the Horse has concluded successfully. At this cultural feast watched by Chinese communities worldwide, the humanoid robot group performance became one of the most talked-about highlights. Four companies—Unitree Technology, Songyan Power, Galaxy General, and Magic Atom—showcased their core products on the same stage, stunning global audiences with their cutting-edge technology.
It is worth mentioning that behind these three "Spring Festival Gala stars"—Unitree Technology, Songyan Power, and Galaxy General—stands the same strategic investor: Shoucheng Holdings (00697.HK). From capital deployment to real-world application, from R&D to nationwide exposure, Shoucheng Holdings, with its forward-looking bets on the robotics sector, has achieved a textbook-level realization of ecosystem value at the Year of the Horse Gala, becoming the undisputed biggest winner of this technological spectacle.
Three Powerhouses Share the Stage, Shoucheng's Investment Portfolio Dominates the Gala
The robot performance at this year's Gala can be called a "grand military parade" showcasing the strength of China's humanoid robotics industry. As officially certified core partners, Unitree Technology, Songyan Power, and Galaxy General demonstrated China's top-tier hard-tech capabilities in three key areas: high-dynamic swarm control, consumer product commercialization, and embodied AI model applications. These precisely constitute the key pillars of Shoucheng Holdings' robotics investment map.
Unitree Technology, making its third appearance on the Gala stage, provided a humanoid robot formation for the program "Wǔ BOT," precisely performing difficult martial arts moves like backflips and horse stances. Leveraging its self-developed high-concurrency swarm control system and AI-integrated positioning algorithms, the robots achieved several global firsts, including continuous freestyle table-flipping parkour, catapult flips, and consecutive one-legged flips. The swarm synchronization accuracy was controlled at the millisecond level, once again raising the technical benchmark for global humanoid robot group performances.
Songyan Power, a "new face" making its Gala debut, was awarded the dual certifications of "Exclusive Partner for Bionic Humanoid Robots" and "Humanoid Robot Partner" by CCTV. In the sketch "Grandma's Favorite," its two consumer products priced around ten thousand yuan, Xiaobumi and Xiaowantong N2, not only performed smooth actions like cartwheels, flips, and running but also displayed human-like eye expressions, facial emotions, and natural coordination of neck and arms during conversations. Their bodies even showed breathing-like movements, signaling that domestic humanoid robots are accelerating their entry into household scenarios.
Galaxy General made its Gala debut as the "Designated Embodied AI Model Robot," performing alongside Shen Teng and Ma Li in "My Most Unforgettable Tonight." The robot "Xiao Gai" autonomously and in real-time completed a series of dexterous operations on stage, such as rotating walnuts, picking up glass shards, folding clothes, and skewering sausages. All actions were not pre-programmed but relied on the autonomous decision-making capability of the embodied AI model "Galaxy Brain AstraBrain," which perceives the environment and responds in real-time. This fully validates the practical and implementable industrial value of embodied AI technology.
The three companies have clear divisions of labor and respective strengths. They not only showcased the complete ecosystem of China's robotics industry to the world but also provided the most convincing validation of Shoucheng Holdings' investment vision.
Capital + Scenarios + Ecosystem: Shoucheng's Empowerment Logic Fully Validated
If investing is about discovering value, then empowerment is about creating value. The core reason Shoucheng Holdings became the "biggest winner" behind the Gala is that it is not merely a financial investor. Instead, through its full-chain strategy of "Capital + Scenarios + Ecosystem," it deeply participates in the growth and monetization of its portfolio companies. This is also its core competitive advantage that distinguishes it from other investment institutions.
At the capital level, leveraging its deep understanding of the hard-tech sector, Shoucheng Holdings completed its investments in Unitree Technology, Songyan Power, and Galaxy General during their critical growth phases, providing solid financial support for their R&D and scale-up. Today, all three companies have become leading players in their respective fields. Galaxy General's embodied AI robots have been deployed in multiple Galaxy Space Capsules, Songyan Power has achieved mass production of consumer products, and Unitree Technology has even initiated its IPO process. Shoucheng's investment value is now experiencing a comprehensive explosion.
At the scenario level, Shoucheng Holdings recently launched the Tao Zhu Xin Zao Ju Robot Technology Experience, Sales, Maintenance, and Service Complex, establishing a core offline monetization channel for these portfolio companies. As a new "front store, back factory" business model, it is the world's first full-chain ecosystem center integrating robot technology experience, sales, maintenance, and service. Twenty stores are planned for this year, serving as a crucial vehicle for companies like Unitree, Songyan, and Galaxy to reach C-end consumers and fulfill B-end customization demands. The Gala's nationwide exposure will create powerful synergy with these offline channels, significantly shortening the conversion path for products from "stage hit" to "market hit."
At the ecosystem level, Shoucheng Holdings promotes collaboration among its portfolio companies by integrating resources. From technical complementarity on the Gala stage to product synergy in offline scenarios, Shoucheng is gradually building a complete robotics ecosystem closed loop of "R&D — Scenario Application — Commercial Monetization." This ecosystem-based empowerment allows each portfolio company to share platform resources, creating a synergistic effect where 1+1>2.
From Gala Breakout to Performance Realization: Shoucheng's Growth Trajectory is Clear
On the fifth day of the Lunar New Year, a day symbolizing wealth and opportunity, Shoucheng Holdings' Gala "spectacle" is not only a leap in its brand influence but also a significant release of certainty regarding its performance growth.
For Shoucheng Holdings, the Gala appearance of its three portfolio companies holds dual value. On one hand, as the world's largest traffic pool, the Gala brings massive brand exposure to these companies, directly boosting their product sales. The improved performance of these portfolio companies will, in turn, generate tangible financial returns for investors through equity gains and dividends.
On the other hand, this collective showcase fully validates the correctness and foresight of Shoucheng Holdings' robotics investment strategy. With the nationwide rollout of Tao Zhu Xin Zao Ju and the continued maturation of its portfolio companies' technologies, Shoucheng Holdings' robotics ecosystem is transitioning fully from the "investment deployment phase" into the "value realization phase."
From hard-tech investing to offline scenario operations, from empowering single companies to fostering ecosystem synergy, Shoucheng Holdings is carving out a unique growth path. The spotlight moment on the Gala stage is just the starting point of its value realization. In the future, with the rise of more portfolio companies and the refinement of offline channels, Shoucheng Holdings' performance growth will gain new engines, and its value in the capital market will be more fully reflected.
In the Year of the Horse, Shoucheng Holdings has proven its strength as a professional investor in the hard-tech field with a stunning "tech show." As the robotics industry accelerates its explosive growth, this "biggest winner" behind the Gala is steadily advancing towards a broader future.
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