Core Insights - Qingyue Intelligent, a commercial cleaning robot company, has completed a 300 million yuan Series B+ financing round, led by Guotou Innovation, with participation from Shenzhen Capital Group and Sequoia China [1] - The funds will be used to expand global sales networks, build a comprehensive service system, and enhance research on embodied intelligent algorithms to solidify the company's leading position in the commercial cleaning robot sector [1][5] Industry Overview - The global commercial service robot industry is experiencing rapid growth, driven by rising labor costs, an aging population, and the demand for improved service quality [3] - It is projected that by 2030, the global commercial service robot market will exceed $10 billion, with a compound annual growth rate (CAGR) of over 20%, with commercial cleaning and delivery robots being key growth drivers [3] Company Development - Established just over three years ago, Qingyue Intelligent has completed five rounds of financing, demonstrating strong business growth and technological barriers that attract top-tier capital [4] - The company focuses on the autonomous research and global layout of commercial cleaning robots, aiming to transition the industry from automation to intelligence [4] Product Innovation - Qingyue Intelligent has developed a diverse product matrix, including flagship products like the SP50 commercial sweeping and suction robot, and the L50 and L4 commercial floor washing robots, designed for large commercial spaces [4] - The newly launched L3 commercial floor washing robot features advanced capabilities such as automatic map updates and intelligent path decision-making, catering to small and medium-sized commercial environments [4][5] Future Plans - Following the recent financing, Qingyue Intelligent plans to increase R&D investment, accelerate the iteration of new technologies and products, and expand its overseas market presence [5] - The company aims to drive technological innovation to facilitate the intelligent transformation of the commercial cleaning robot industry, enhancing cost efficiency and quality in global commercial services [5]

近日， 超仿生机器人研发商 首形科技AheadForm宣布完成新一轮融资。 本轮融资由中国互联网投资基金 （中网投）与蚂蚁集团联合领投，其他投资方还包括上海未来产业基金、东方富海、招商局创投等。 据 悉，本轮融资将主要用于产品矩阵扩展、小批量量产体系搭建，以及核心模型与软件算法的持续迭代。 这是首形科技今年完成的第四轮融资。在此之前，首形科技于9月底才完成上一轮融资，该轮融资由蚂蚁 集团领投，其他投资方还包括锦秋基金、厚雪资本、弘晖基金、鹏城愿景基金、顺为资本、招商局创投、 Taihill等。另外，首形科技还分别于6月底和8月中旬完成了两轮融资。 资本的密集加码，充分体现了首形科技所坚持的以人形界面为载体的具身智能路径，正获得来自投资端与 产业侧的系统性认可。 面向具身智能领域，首形科技选择了从人形面部、情绪表达与自然交互切入。其后的逻辑是，"脸"不仅是 表达情绪的出口，更是建立交互意愿的入口——它决定了人类是否愿意开始一次对话。 在此基础上，近日首形科技进一步完成了眼神系统的显著强化，让机器人通过对注视方向、眼球微运动与 脖子节律的协同优化，实现目光不再只是简单的"朝向控制"，而开始呈现出更接近人类的稳定感 ...

Core Viewpoint - Boqing Technology has completed a multi-billion B-round financing led by various institutions, indicating strong investor confidence in its innovative technology [2]. Group 1: Company Overview - Boqing Technology specializes in the development of a trackless all-position welding robot, which can move freely on large and complex workpieces, achieving high-quality welding through advanced laser and molten pool visual sensors [2]. - The technology originates from research by academician Pan Jilian's team in 1997 and was commercialized in 2017 by his disciple Feng Xiaobing, marking a significant milestone in the industry [2]. Group 2: Technological Advancements - The welding technology has passed rigorous validation, with 100% of the welded joints in products exported to Japan meeting the highest level of X-ray inspection standards, showcasing that the Chinese solution has reached international advanced levels [2]. - Feng Xiaobing stated that the breakthrough in core technology serves as a reusable automation base, allowing for rapid extension to adjacent processes such as cutting and assembly, thus opening up broader market opportunities [2]. Group 3: Future Plans - Boqing Technology has released an industrial-grade welding model that significantly shortens the process development cycle and reduces costs, with plans to open access by 2026 to further advance welding intelligence [2].

Core Insights - Union AI has completed a $5 million angel round of financing, led by SenseTime Guoxiang Capital and followed by CMB International [1] - The funds will be primarily used for the development, engineering validation, and mass production of three major physical AI infrastructure platforms: the embodied intelligence brain domain control system, motion control system, and 800V AI data center power supply system [1] Group 1: Company Overview - Union AI is a high-tech enterprise focused on full-stack solutions for intelligent control and drive systems, covering a complete technology chain from high-performance domain controllers ("brain") to servo drive systems ("joints and arms") and efficient power systems ("energy hub") [1] - The company aims to provide integrated core hardware support for embodied intelligence (humanoid/wheeled robots), AI computing centers, intelligent engineering vehicles, and smart spatial environments [1] Group 2: Technology Platforms - Union AI has established three core technology platforms for cross-scenario technology reuse and rapid iteration: - **Embodied Intelligence Brain Domain Control System**: Built on NVIDIA Orin/Thor chips, this system integrates high-reliability hardware, operating systems, autonomous driving, motion control algorithms, and visual perception algorithms, achieving industry-leading computation speed and real-time data processing [2] - **Motion Control System**: The company has developed key technologies such as motion controllers, servo drives, encoders, and reducers, providing leading solutions for embodied intelligence applications. The use of GaN technology in drivers reduces losses and heat generation, enhancing system reliability [2] - **Next-Generation 800V AI Data Center Power Supply System**: This system focuses on high-reliability and high-efficiency power solutions for AI computing centers, featuring modular designs that can be flexibly configured to meet various operational needs. It employs advanced power control algorithms and third-generation silicon carbide technology to improve switching performance and power density [2] Group 3: Vision and Goals - The founder of Union AI, Qin Jingwu, emphasized the unprecedented opportunity presented by the rapid development of large language models and embodied intelligence technologies. The company aims to realize the intelligence of physical devices, enabling them to have vision (eyes), cognition (brain), and execution capabilities [3] - The goal is to create a technology platform that can be applied to all terminal devices, allowing physical devices to achieve autonomous operation and self-learning, ultimately leading to comprehensive intelligence [3]

Core Insights - Inks, founded in 2022, has emerged as a leader in the upstream industry chain of embodied intelligence, focusing on robotics and joint modules, with a strong emphasis on self-research and production capabilities [2] - The company has successfully completed nearly 200 million RMB in a new financing round, indicating strong market recognition of its industry position and growth potential [2] Group 1: Product Development and Market Position - Inks has achieved significant milestones in the joint module sector, with a projected shipment of over 100,000 units by 2025, making it the first company in the industry to reach this level of annual shipments [2] - The company has established a comprehensive technical system and mass production capability, covering various core components such as integrated joints, dexterous hands, communication modules, and battery systems [2][8] - Inks has developed a full-process independent research capability for key components, creating unique technical barriers in areas like reducer structure design and motor process optimization [3] Group 2: Customer Engagement and Service - Inks provides full-cycle empowerment for clients at different development stages, offering standardized product libraries and technical support for rapid prototype iteration [6] - The company has built a closed-loop system for "research-production-testing," enabling large-scale delivery of 100,000 to 1 million units with high yield and consistency [6] - Over 90% of industry clients have recognized Inks as a core partner, with notable selections by leading companies in the field of embodied intelligence [6] Group 3: Strategic Transition and Future Plans - Inks is transitioning towards becoming a "hardware innovation infrastructure service provider," aiming to create a full-stack hardware ecosystem [8] - The company plans to enhance its production capacity and supply chain after the recent financing, focusing on scaling delivery capabilities and increasing R&D investment for product iteration [11]

机器人产业蓬勃发展，正极大改变着人类生产和生活方式，为经济社会发展注入强劲动能。2023年年初， 工业和信息化部联合十六大部委印发《"机器人+"应用行动实施方案》，目标到2025年，制造业机器人密 度较2020年实现翻番，服务机器人、特种机器人行业应用深度和广度显著提升，机器人促进经济社会高质 量发展的能力明显增强。11月12日工业和信息化部又印发《人形机器人创新发展指导意见》，提出人形机 器人有望成为继计算机、智能手机、新能源汽车后的颠覆性产品，并明确2025年实现批量生产。 各项政策加持，热度非凡，行业活动也层出不穷，小编通过网络搜集整理了 未来两周国内外机器人及人工 智能领域行业活动活动榜单 ，供大家参考。 2025.12.15-12.28 机器人及人工智能相关活动预告 1 2025中国人工智能产业创新发展大会 时间： 2025.12.17 时间： 2025.12.19 地点： 天津高新区赛象酒店宴会厅 主办单位： 天津市机器人产业协会、天津市机器人学会、天津市机器人产业技术创新战略发展联 盟 地点： 北京市海淀区新建宫门路2号中关村展示交易中心颐和厅 主办单位： 中国工业合作协会、中国电子信息行业联合 ...

2025 年，具身智能迎来从实验室走向规模化落地的关键转折点。地平线作为中国最大的消费类机器人计算平台，旗下地瓜机器人携手生态伙伴上市超过 100 款智能产品，连接超 100 家上下游合作伙伴与 10 万余名开发者；并深耕具身智能全栈关键技术，于 12 月 8 日正式发布两大具身智能开源模型 —— 具身智能小脑基座模型 HoloMotion 和大脑基座模型 HoloBrain 。秉持着 " 为未来无处不在的机器人提供大脑 " 的初心，地平线既是这场机器人智 能进化浪潮的见证者，更是深度参与者与赋能者。 在此背景下，地平线于 12 月 8-9 日举办的 2025 地平线技术生态大会上，开设 " 从智能汽车到机器人的智能跃迁 " 专题论坛，深度探讨具身智能的技 术发展、商业落地，聚焦技术跨域赋能的生态潜力。借专题论坛凝聚共识，携手生态伙伴共赴机器人技术规模化应用新阶段。 地平线创始人兼 CEO 余凯在主题论坛开幕致辞中指出： " 地平线从创立的第一天起，初心就是做机器人的 ' 大脑 ' 。如果说自动驾驶是快要 ' 交卷 ' 的高考，那么机器人这场 ' 大考 ' 才刚刚开始，并且有一万条赛道，每条都有机会诞生冠军。 ...

Core Insights - In 2025, the domestic 3D printing sector is experiencing a surge in investment, with 75 investment events recorded, a significant increase from 55 in 2024, indicating strong growth potential in the industry [1][3][4]. Investment Statistics - A total of 75 investment events have occurred in the 3D printing sector, with 59 companies successfully attracting capital, reflecting a robust investment climate [1]. - Early-stage investments dominate the market, with 41 out of 75 financing events (54.7%) occurring in A+ rounds or earlier, showcasing investor confidence in early-stage projects [6]. Company Performance - Notable companies in the consumer-grade 3D printing segment include Aileku, which has achieved annual revenue exceeding 1.6 billion yuan and ranks first globally in consumer-grade light-curing 3D printing [8]. - KuaiZao Technology, backed by Hillhouse Capital and Meituan, has set crowdfunding records, raising over 150 million yuan for its flagship U1 3D printer, with plans for a global launch in 2026 [8]. - Atom Rebuild, focusing on consumer-grade 3D printers, has completed two rounds of financing and aims to enter the European and American markets by the end of 2025 [8]. Regional Distribution - Guangdong leads with 15 invested companies (25.4%), followed by Jiangsu with 14 (23.7%), indicating a clear regional concentration of investment in the 3D printing sector [9]. Industrial Focus - The industrial-grade segment is attracting significant capital, particularly companies targeting aerospace and automotive sectors. Companies like Xietong High-Tech have completed multiple financing rounds, emphasizing their focus on advanced industrial applications [10][11]. - SiRui Additive, established in 2023, has also gained attention for its innovative approach to recycling titanium alloy waste, highlighting the industry's shift towards sustainability [11]. Capital Landscape - The investment landscape is characterized by a mix of market-oriented venture capital and local state-owned early-stage investment institutions, with notable players like Meituan Longzhu and Hillhouse Capital actively participating [12]. - The overall investment trend in 2025 reflects a continuation of the maker movement and signifies a transition of Chinese manufacturing towards high-end production capabilities, with the 3D printing sector poised to become a key growth area in the next five years [12].

Core Viewpoint - Tether has confirmed its participation in an $81 million funding round for the Italian AI startup Generative Bionics, which focuses on developing humanoid robots for industrial applications, aimed at enhancing efficiency and reducing human risk in various sectors [2][4]. Group 1: Investment Details - The funding round totals $81 million and will be used for the development of humanoid robots designed for hazardous scenarios in manufacturing, logistics, healthcare, and retail [2]. - Tether's investment is part of a broader strategy to focus on AI and robotics, indicating a long-term commitment to the smart technology sector [4][20]. Group 2: Company Background - Generative Bionics was founded in 2024, with its technology rooted in research from the Italian Institute of Technology, which has developed over 60 humanoid robot prototypes in the past two decades [4]. - The company is led by CEO Daniele Pucci, who has a background in AI and robotics, and has integrated a team of 70 engineers from the Italian Institute of Technology to commercialize robotic solutions [7][11]. Group 3: Future Plans - Generative Bionics plans to deploy its first production-ready humanoid robot systems by early 2026, targeting several key industries for implementation [5][14]. - The company aims to introduce its first complete humanoid robot at the 2026 Consumer Electronics Show (CES) in Las Vegas, emphasizing its mission to enhance human capabilities through collaboration with intelligent robots [11]. Group 4: Tether's AI Investment Strategy - Tether's investment strategy includes five key sectors: finance, energy, data, education, and evolution, with the investment in Generative Bionics falling under the evolution category [18]. - Recent investments by Tether in the AI sector also include potential investments in the German AI robotics startup Neura and partnerships for developing a global computing network for AI [20].

Core Viewpoint - Shenzhen Xihua Technology Co., Ltd., a national key "little giant" enterprise, has submitted its prospectus to the Hong Kong Stock Exchange for an IPO, aiming to list on the main board with a focus on its advanced AI chip technology and rapid market growth [2]. Group 1: Company Overview - Founded in 2018, Xihua Technology specializes in edge AI chips, with two main product lines: smart display chips and smart sensing control chips [6]. - The company has developed the world's first ASIC architecture AI Scaler chip, which has gained significant market traction in visual lossless compression and high-speed interface transmission [6]. Group 2: Financial Performance - Revenue has grown rapidly from RMB 87 million in 2022 to RMB 244 million in 2024, with a compound annual growth rate (CAGR) of 67.8%. In the first nine months of 2025, revenue reached RMB 240 million, a year-on-year increase of 24.17% [12]. - The smart display chip segment has consistently contributed over 85% of total revenue, while the smart sensing control business has increased its share from 1.9% to 14.4% from 2022 to 2025 [12]. Group 3: Market Position - Xihua Technology holds an 18.8% market share in the global Scaler market, ranking second overall, and leads the ASIC Scaler segment with a 55% market share [9][11]. - The company has established itself as a leader in automotive-grade TMCU chips, achieving mass production with nine of the top ten automotive OEMs in China by 2024 [11]. Group 4: Research and Development - R&D is a core competency, with 52% of employees dedicated to this area. The company has filed 361 patents, with 85% being invention patents, supporting product iteration and market expansion [15]. - R&D expenses have been high, totaling nearly RMB 400 million from 2022 to the first nine months of 2025, with a research expense ratio decreasing from 131.9% in 2022 to 27.83% in 2025 [12][15]. Group 5: Shareholding Structure - The company is primarily controlled by its founder and chairman, Chen Xi, and his spouse, holding a combined 65.51% of shares. Chen Xi has extensive experience in the semiconductor and high-tech sectors [17][19]. Group 6: Industry Outlook - The global Scaler market is expected to grow at a CAGR of 8.7% from 2020 to 2024, accelerating to 10.3% from 2025 to 2029, driven by domestic substitution and the proliferation of AI terminals [22]. - The touch chip market is projected to increase from a 4.5% growth rate to 8.9%, with expected shipments reaching 5.6 billion units by 2029 [22]. Group 7: IPO Use of Proceeds - The funds raised from the IPO will be primarily allocated to product R&D, next-generation chip development, automotive electronic module production facilities, global market expansion, and working capital [24].