Title: Shengtong Co., Ltd. (002599) – A Triple Impact of Robots + HarmonyOS + AI Education? Is This a True Opportunity or Just a “Pie in the Sky” Celebration?
Recently, a piece of news has caused a stir in the A-share technology circle – the first domestic HarmonyOS humanoid robot has made its debut in the Optics Valley. Behind this “future has arrived” tech show, a low-profile yet frequently appearing listed company keeps coming up: Shengtong Co., Ltd. (002599.SZ).
It’s not Huawei, nor Yushu Technology, but this company originally focused on printing, now standing at the intersection of “robots + AI + HarmonyOS ecosystem”, resembling a middle school teacher who walks from the podium to the lab – you think he’s teaching language, but he pulls out a quadruped robot to start debugging code.
Doesn’t that scene seem a bit magical?
But what’s even more magical is the real data:
- In the first quarter of 2025, Shengtong Co., Ltd. reported a net loss attributable to the parent company of 9.9738 million yuan;
- the expected loss for the first half of the year narrowed to 4 million – 7.5 million yuan;
- by the first three quarters, net profit suddenly soared to 8.674 million yuan, a year-on-year increase of **1818.07%**!
This is not a financial miracle, but a strategic transformation quietly taking shape.
1. From “Printing Books” to “Creating Humans”, How Aggressive is Shengtong’s Cross-Industry Move?
Many people still remember that Shengtong Co., Ltd. was originally known as “Beijing Shengtong Printing”. Who did it print for? Textbooks, picture books, children’s literature… The popular science book your child flipped through when they were young might have had its contribution.
But who would have thought that the factory that printed “One Hundred Thousand Whys” is now busy letting children assemble quadruped robots that can run and jump?
This is not a sci-fi movie; it’s a real scene happening in many primary and secondary schools in Wuhan, Hefei, and Shanghai. Through its subsidiaries “Creative Childhood” and “Zhongming Artificial Intelligence Education Platform”, Shengtong has brought Yushu Technology’s quadruped robots into the classroom, teaching children aged 3-12 to write code, adjust parameters, and get an introduction to AI.
In other words:it is no longer just a transporter of knowledge, but a sower of the future.
More importantly, this company is not just “selling courseware”. Public information shows that Shengtong is the only company in A-shares that directly collaborates with Yushu Technology in the field of quadruped robot education. Yushu Technology is the creator of the recently market-exploding “Unitree Go2” and “H1 humanoid robot”.
2. Empowered by HarmonyOS, the “Invisible Player” in the Trillion-Yuan Ecosystem
If robots are the “body”, then the operating system is the “soul”.
Earlier this year, the first open-source HarmonyOS robot operating system was released, marking a key step for domestic robots’ underlying systems. Industry news indicates that two companies have already begun pilot collaborations in this field – one of which is the deeply AI-education-focused Shengtong Co., Ltd..
Note this positioning:HarmonyOS ecosystem + educational scenarios + physical robots.
What does this mean? It means that while other companies are speculating on concepts, Shengtong is already using HarmonyOS robots to teach children. Its classrooms may be among the first true “domestically produced AI teaching closed-loop” experimental fields in China.
Moreover, with Beijing clearly starting comprehensive artificial intelligence general education from the autumn semester of 2025, the policy wind has already blown. Shengtong, holding the capabilities of channel, content, and hardware integration, has become a pioneer in “embodied intelligence” in education.
3. Behind the Performance Reversal Lies a “Life-and-Death Breakthrough”
Of course, the doubts have never ceased.
Some have pulled out financial reports and sneered: “Still in the red in the first half, but nearly ten million in profit in the third quarter? Is it from selling assets?” Others focus on the reduction of shareholding: “The actual controller Li Yanqiu reduced his holdings by over 4 million shares within half a year and plans to continue reducing by 6%. Isn’t this running away?”
These doubts cannot be ignored, but the overall picture must also be considered.
It should be noted that the company is expected to lose 150 million – 190 million yuan in 2024, and by 2025, although it still loses nearly ten million in the first quarter, the loss is narrowing quarter by quarter, ultimately achieving a turnaround. This kind of “deep squat jump” rhythm precisely indicates that its transformation investment period has passed, and the business is beginning to pay off.
As for the reduction of holdings? Major shareholder reduction does not equal company failure. Especially during a strategic transformation period, some cashing out to reinvest in new projects is not uncommon. The key is – is there a new story to support the valuation?
Currently, Shengtong’s storyline is very clear:
“Stable blood supply from printing business → Digital upgrade to reduce costs and increase efficiency → Subsidiaries entering AI programming education → Binding Yushu Technology + HarmonyOS ecosystem to create differentiated barriers → Scaling up under policy promotion”
This interconnected strategy is much more solid than companies that simply ride the hot trend.
4. At the Eye of the Storm: Will It Be Reorganized?
One of the hottest topics in the market is – Will Shengtong Co., Ltd. be reorganized?
The answer is subtle:It may not necessarily be acquired, but it has already made itself into a “needed presence”.
Imagine this: If a giant wants to quickly enter the AI education hardware market, what’s the easiest way? Not starting from scratch, but acquiring an existing platform with channels, products, and cases. And Shengtong just happens to provide such a “plug-and-play” solution.
Moreover, in the current context of “domestic substitution + technological self-reliance”, whoever can connect HarmonyOS + robots + basic education will hold the ticket to the next decade.
Conclusion: Do You Think You Are Trading Stocks? Actually, You Are Betting on the “Brain” of China’s Next Generation!
So, let’s ask a question:
When children at a middle school in Shanghai are surrounding a quadruped robot debugging code, do they know that the industrial chain behind this robot is pulling the nerves of hundreds of billions in capital?
When you are struggling over whether to bottom out at 9.35 yuan in the K-line chart, have you ever thought that the stock in your hand might be participating in shaping the AI talent reserve of China for the next decade?
Stop just focusing on whether the price-to-earnings ratio is positive or negative. The real variables are never in the financial reports, but in the first line of Python code typed by those young fingers.
Can Shengtong Co., Ltd. become the next “Ningde Times” in education?
Or is all of this just a beautiful bubble woven by capital?
Leave your judgment in the comments – If you believe in it, do you dare to invest heavily? If you don’t believe, can you find another A-share company that simultaneously hits the three explosive points of “Yushu + HarmonyOS + AI education”?
Come and challenge!