Hong KongBenmo’s embodied-intelligence business earns 14.1 million yuan, 5% of revenue.

Listed 29 September, it was worth 11.53 billion Hong Kong dollars on 10 October, nearly 30 times sales.

Its prospectus shows 2025 revenue of 282 million yuan, more than 95% direct-drive modules, mostly for robot vacuums.

Benmo holds 61.1% of consumer direct-drive modules, Frost & Sullivan data show, but the niche is 3.9% of drive modules.

Adjusted loss widened to 27.5 million yuan in early 2026, and TMTPost says in-house rivals threaten revenue.

How each outlet framed it
TMTPost leans critical
dissects Benmo's humanoid-robot pitch against its revenue: embodied-AI units were 14.1M yuan, about 5% of total, while 61% share in cleaning-robot motors goes unprofitable

Sources: TMTPost