Coowa, a provider of urban general AI robot services, officially released the Coowa WAM 2.0 (World Action Model) universal world model base on February 5th.
This means that Kuwa Technology has established a dual wheel drive system of "technology base+commercial scale", officially launching the large-scale deployment of "urban new infrastructure" at the level of tens of thousands of units.
It is worth mentioning that Kuwa Technology has simultaneously disclosed that the company has taken the lead in achieving a return to annual EBITDA (earnings before interest, tax, depreciation, and amortization).
Relying on the universal Physical AI base, Kuwa Technology, founded in 2015, has now established a mature three business matrix of "smart travel+smart property+smart city butler", providing a solid scenario for large-scale delivery of tens of thousands of units:
In the field of smart travel: Kuwa's self-developed autonomous driving small CooBu is committed to solving the pain points of the "last three kilometers". Currently, it has signed strategic agreements with multiple cities in China, and the cumulative safe operating mileage has exceeded 5 million kilometers; In the field of smart property, in response to the complex interaction needs between high-end buildings and enclosed parks, the "golden partner" composed of the wheeled robot R0 and the quadruped robot D0 is gradually establishing an innovative service paradigm in office buildings and high-end residential areas; In the field of smart city management, robot products represented by "Kirin" X3 and "Unicorn" X, with mature scale application capabilities, continue to consolidate Kuwa's industry benchmark position in urban fine governance.
In terms of the breadth and depth of commercialization, Kuwa has also built extremely high industry barriers. As of now, Kuwa is the only robot enterprise in the industry that has simultaneously entered four super first tier cities, Beijing, Shanghai, Guangzhou, and Shenzhen, to carry out normalized urban service business. The proportion of business in first tier cities has jumped from less than 2% in 2022 to 25% in 2025. This normalized operation in high traffic density long tail scenarios not only verifies the extremely high adaptability of Kuwa products, but also establishes its absolute leading position in the field of urban services.
Of course, this explosive growth is essentially a two-way rush between market dividends and Kuwa's ultimate delivery capabilities:
On the one hand, the demand for smart sanitation will exceed 7.4 billion yuan per year by 2025, which is about four times higher than that of 2023. The proportion of large-scale use in smart sanitation projects with a value of over 10 million yuan will reach 30% by 2025, indicating that the market demand for urban intelligent robots has officially shifted from "pilot testing" to "essential recognition". On the other hand, in large-scale orders with a single project investment of more than 10 units, Kuwa has a market share of about 80% and the delivery capability is at the highest level in the market; At the same time, the unit price of Kuwa in 2025 has increased by 106% compared to 2022, and the significant increase in the average annual payment amount per customer fully confirms the deep recognition of Kuwa's long-term value by customers.
In addition, Kuwa has also achieved two-way empowerment in both domestic and overseas markets. In the domestic market, Kuwa has recently reached deep cooperation with large state-owned enterprises and listed companies such as Shanghai Pudong Development Group, Beijing Enterprises Group, Yizhuang Holdings, Yingfeng Environment, Yuhetian, and Jindi Property, locking in a long-term stable order base; As for overseas markets, in Singapore and Abu Dhabi, where admission standards are extremely strict, Kuwa's commercial robot fleet has achieved normalized operation. At the same time, Kuwa actively expands into developed regions such as East Asia, the Middle East, and Western Europe.
Overall, the reason why Kuwa has been able to achieve EBITDA correction and scale explosion lies in its strategic transition from a single technology manufacturer to a "city wide AI robot service provider".
