国内头部人形机器人企业【星动纪元】5亿元A轮融资！ 温馨提示 ： 点击下方图片，查看运营团队6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： 2025年7月7日，"清华系"人形机器人创企创企【 北京星动纪元科技有限公司 】（以下简称"星动纪元"） 完成 5亿元 A 轮融资， 本轮融资由鼎晖资本和海尔资本联合领 投，厚雪资本、华映资本、襄禾资本、丰立智能等财务机构及产业资本跟投，老股东清流资本、清控基金等机构继续追加投资。 本轮融资将用于人形机器人软硬技术的研发与量产落地 ，推动"模型-本体-场景数据"闭环飞轮高速运转。 | | 融资历程 4 | | 退出方信息 0 | 核心人员 1 | | 上榜榜单 3 | | 相关竞品 19 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 融资历程 4 | | | | | | | 〔 导出数据,联系商务 | © 企 ...

Core Insights - The humanoid robot sector is gaining unprecedented attention globally, particularly in China, supported by policies and government funds, indicating a promising future for the industry [1] - Major investment banks like Morgan Stanley, Goldman Sachs, and Citibank have released reports affirming the vast potential of humanoid robots by 2025 [1] - Key players in the sector include Nvidia and Tesla, with their founders advocating for humanoid robots as the next trillion-dollar industry [1] Group 1 - The humanoid robot market is shifting from startups to established automotive manufacturers and tech giants, with a focus on commercial viability [3] - Currently, 15 well-known automotive companies are entering the humanoid robot space, with domestic companies like XPeng leading the charge towards commercialization [4] - Major tech firms such as Google and OpenAI are transitioning from AI model development to actual robot manufacturing, with domestic firms following suit [4] Group 2 - The development of humanoid robots is characterized by a competition among giants, with many startups likely to fail in the commercialization process [3] - The first half of 2025 saw significant funding in the humanoid robot sector, with notable investments from companies like Ant Group and Huawei [4][10] - The capital market is increasingly favoring startups that integrate AI capabilities with humanoid robot manufacturing, indicating a shift in investment focus [10] Group 3 - The humanoid robot sector is experiencing a "de-mystification" phase, where initial excitement is tempered by the realization of practical limitations [7] - Companies are advised to initially target government and business applications to establish positive cash flow before moving to consumer markets [8] - The competition is intensifying, with many startups struggling to establish a sustainable business model, leading to concerns about their long-term viability [10] Group 4 - The first half of 2025 saw nearly 20 billion yuan in disclosed funding for the humanoid robot sector, highlighting a bifurcated investment landscape [10] - Notable funding rounds include The Bot Company raising $150 million and Neura Robotics securing €120 million, showcasing the high stakes in the sector [10] - The overall competitive landscape is becoming increasingly fierce, with many startups facing bleak prospects for future growth [10]

Core Insights - The article emphasizes the imminent arrival of the humanoid robot era, as highlighted by industry leaders like Nvidia and Tesla during CES 2025, marking a significant shift towards embodied intelligence in 2025 [3] - Major investment banks, Morgan Stanley and Goldman Sachs, have released reports affirming the vast potential of the humanoid robot market, projected to be a trillion-dollar industry, while also detailing the current technological barriers and commercialization challenges [3][4] Investment Trends - The humanoid robot financing landscape is experiencing a bifurcation, with capital increasingly favoring leading startups, as evidenced by significant funding rounds such as The Bot Company's $150 million and Neura Robotics' €120 million [4][5] - In the first half of 2025, global financing in the embodied intelligence sector approached 20 billion yuan, indicating robust investment activity despite a two-tiered market dynamic [4] Company Valuations and Market Dynamics - Leading companies like Zhiyuan Robotics and Yushu Technology have surpassed valuations of 10 billion yuan, with Zhiyuan Robotics valued at approximately 15 billion yuan and Yushu Technology at around 12 billion yuan [7] - The majority of startups in the humanoid robot sector are valued below 3 billion yuan, indicating a highly competitive environment with uncertain prospects for many emerging companies [7] Commercialization Challenges - Despite Yushu Technology's reported annual revenue exceeding 1 billion yuan, the actual commercialization scenarios for humanoid robots remain questionable, with concerns about the sustainability of their business models [9][10] - The article notes that many humanoid robot companies are focusing on educational and research applications rather than industrial use, which may limit their long-term market viability [10] Technological Developments - The humanoid robot sector is entering a phase where companies are expected to develop their own "brains," with a shift towards self-research in foundational models becoming evident [12] - The introduction of DeepSeek's open-source reasoning model presents new opportunities for startups to break free from reliance on tech giants' closed-source models, potentially reshaping the competitive landscape [15] Supply Chain Insights - Upstream core component manufacturers in the humanoid robot supply chain are already reaping benefits, with stock prices of related companies experiencing significant increases [16] - The article highlights the importance of advanced components like dexterous hands and tactile sensors, which are critical for the commercialization of humanoid robots [17]

温馨提示 ： 点击下方图片，查看运营团队6月最新原创报告（共235页） 正文： 全球大厂入局具身智能赛道典型代表：最强"卖铲人"[英伟达]和人形机器人赛道"引领者"[特斯拉]，随着双方创始 人黄仁勋和马斯克在CES2025大会期间先后宣布人形机器人时代即将到来，正式开启 具身智能赛道在2025年火 爆局面。 目前2025年上半年已结束，全球具身智能赛道创企们迎来新一波融资潮流， 大额融资不断， 单轮融资屡创新 高，估值也水涨船高；同时， 以汽车主机厂为代表的产业派和互联网、电子商务、消费电子等为代表科技大厂也 纷纷组建自研团队 ， 下场"造人"。 随着诸多人形机器人创企宣布量产消息，目前行业基调是，创企们生产出人形机器人本体并不难，通过战略合 作、实现营收也不难，技术突破和场景探索才是关键；具身智能赛道发展至今，软硬件皆没有收敛，作为核心瓶 颈的机器人"大脑"短时间更是难以突破，现阶段 谈 人形机器人实现真正有效的商业化仍旧为时尚早。 全球人形机器人企业们 受困于商业化，但机器人上游核心零部件厂商已率先获利， 人形机器人三大核心供应链T 链（特斯拉）、H链（华为）和宇树链，其次是智元链、Figure AI链等 ...

Core Viewpoint - The article highlights the launch of the humanoid robot Moz1 by Qianxun Intelligent (Spirit AI), marking a significant advancement in embodied intelligence technology and its applications in smart office environments [1][2]. Company Overview - Qianxun Intelligent was established on January 16, 2024, in Hangzhou, focusing on AI and robotics with a goal to develop world-class humanoid robots and next-generation embodied models and learning algorithms [9]. - The company has a strong founding team, including CEO Han Fengtao and co-founder Dr. Gao Yang, who have extensive experience in robotics and AI [12][18]. Product Launch and Features - The Moz1 robot can autonomously perform various tasks in an office setting, such as cleaning meeting rooms and organizing supplies, showcasing its capabilities in smart office applications [2]. - The company has developed an end-to-end VLA (Vision-Language-Action) model, Spirit v1, which allows the robot to perform complex tasks like folding clothes, representing a significant breakthrough in embodied intelligence [25][26]. Funding and Investment - Qianxun Intelligent has completed multiple funding rounds, raising nearly 2 billion yuan in seed and angel rounds, and 528 million yuan in a Pre-A round led by Prosperity7 Ventures [6][31]. - Huawei's investment in the company marks its entry into the embodied intelligence sector, enhancing Qianxun's market appeal [7][8]. Market Position and Strategy - The company is positioned as a key player in the humanoid robot market, which is projected to be worth trillions, focusing on high-value sectors such as smart manufacturing, logistics, and healthcare [31][32]. - Qianxun Intelligent aims to leverage its full-stack capabilities in both hardware and software to maintain a competitive edge in the rapidly evolving robotics landscape [20][33]. Industry Trends - The article notes that over 200 companies have entered the embodied intelligence field, with a focus on either large models, humanoid robot bodies, or both, indicating a growing interest and investment in this technology [32]. - The integration of AI capabilities with robotic hardware is emphasized as crucial for success in the humanoid robot market, with companies needing to develop their own large models to secure a competitive advantage [33][34].

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11]. Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025, involving investors like Lenovo Venture Capital and Guotou Chuanghe [3][5]. - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5]. Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6]. - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm sales [7][9]. Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22]. - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved online sales of 675,856 yuan during the 618 shopping festival [16][22]. Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22]. - Lingbao CASBOT's hardware includes integrated joints with a peak torque density of 207 Nm/kg and over 80% efficiency, while its software employs a layered end-to-end model technology for enhanced intelligence and flexibility [22][23]. Market Positioning - Lingbao CASBOT aims to differentiate itself by targeting unique application scenarios such as emergency rescue and underground operations, rather than solely focusing on industrial manufacturing [25][28]. - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend, as noted by Morgan Stanley and Goldman Sachs [12][28].

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11] Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025 [3][5] - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5] Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6] - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm [7][9][27] Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22] - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved sales of 675,856 yuan during the 618 shopping festival [16][22] Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22] - Lingbao CASBOT employs a layered end-to-end model technology for software, enhancing the robot's intelligence and flexibility [22][23] Market Positioning - Lingbao CASBOT aims to penetrate unique application scenarios such as emergency rescue and underground operations, differentiating itself from competitors focused on industrial manufacturing [25][28] - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend [12][28]

Core Viewpoint - Mondo Tech, a startup founded by former DJI and Tesla engineers, has successfully completed its angel round of financing, indicating strong investor interest in the embodied intelligence robotics sector [3][6]. Company Overview - Mondo Tech was established in January 2025, with offices in both Silicon Valley and Shenzhen, and plans for a Shanghai branch [6][7]. - The founding team includes Yang Shuo, a former technical director at DJI and engineer at Tesla, and Gao Jianrong, a senior director at DJI [10][11]. Investment Landscape - The angel round financing for Mondo Tech includes investments from prominent firms such as Matrix Partners, Meituan Longzhu, and Sequoia Capital, highlighting the high caliber of its founding team [3][6]. - The trend of major tech companies investing in embodied intelligence robotics is evident, with firms like Google, OpenAI, and Meta leading the charge, followed by domestic giants like Ant Group and JD Group [6][19]. Team Composition - Mondo Tech is actively recruiting top talent from leading tech companies and universities, focusing on both hardware and algorithm development [11][12]. - The team is expected to leverage the strengths of both the US and China, with the US focusing on algorithms and China on hardware [11][12]. Product Strategy - Mondo Tech plans to initially develop smaller consumer-oriented robots before progressing to full-sized humanoid robots, adopting a pragmatic approach to commercialization [15][19]. - The company aims to create products that cater to family scenarios, including companion robots and small humanoid robots [15][19]. Market Context - The consumer robotics market is still in its infancy, with few successful products, indicating a challenging landscape for new entrants [19][21]. - The success of Mondo Tech and similar startups will depend on breakthroughs in robotics "brains" and the integration of AI, robotics, and autonomous driving technologies [21][22].

温馨提示 ： 点击下方图片，查看运营团队6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； —— 正文： 2025年上半年已结束，全球具身智能赛道仍旧火爆，行业创企们迎来新一波融资潮，大额融资不断，从[千寻智能]的 5.28亿元Pre-A轮融资到[它石智航]的 1.2亿美元天 使轮融资再到[银河通用]的11亿元新一轮融资， 单轮融资屡创新高，同时估值也水涨船高，[傅利叶智能]估值已达80亿元、[宇树科技]估值已超100亿元（有媒体表示为 120亿元）、 [智元机器人]估值已超150亿元，同时也有不少明星创企估值已超50亿元，国外头部创企[Figure AI]估值更是爆涨至近400亿美元。 资本市场火爆的同时，以汽车主机厂为代表的产业派和互联网、电子商务、消费电子等为代表科技大厂也纷纷组建自研团队， 下场"造人"；科技大厂组建并扩大自研团 队的同时，却面临核心创始团队接连离职的尴尬境遇； 在资本诱惑下，核心技术骨干纷纷跃跃欲试、亲自 ...

Core Viewpoint - The development of embodied intelligence technology is a leading trend in the AI and robotics sector, involving advanced techniques such as large language models (LLM), visual multimodal models (VLM), reinforcement learning, deep reinforcement learning, and imitation learning [1]. Group 1: Embodied Intelligence Technology - Embodied intelligence technology encompasses various cutting-edge techniques, including LLM, VLM, reinforcement learning, deep reinforcement learning, and imitation learning [1]. - The evolution of humanoid robots has progressed from model-based control algorithms to dynamic model control and optimal control algorithms, and currently to simulation combined with reinforcement learning [1]. - The most frequently mentioned concepts in humanoid robotics companies are imitation learning and reinforcement learning, primarily researched by academic and leading tech company teams [1]. Group 2: Academic Contributions - UC Berkeley and Stanford University are leading institutions in the AI and robotics research field, with notable alumni contributing to the embodied intelligence sector [2]. - Four prominent figures from UC Berkeley, known as the "Four Returnees," have transitioned from Tsinghua University to UC Berkeley and then to entrepreneurial ventures in embodied intelligence [2]. Group 3: Notable Individuals in the Field - Wang He and Lu Ce Wu are key representatives of individuals who graduated from Stanford University and are now involved in the embodied intelligence startup scene in China [3]. - Wang He, a 2021 PhD graduate from Stanford, is now an assistant professor at Peking University and the founder of a leading humanoid robotics startup [3]. - Lu Ce Wu, a postdoctoral researcher at Stanford, is a co-founder and chief scientist of a unicorn collaborative robotics company and a founder of an embodied intelligence startup [3]. Group 4: Global Talent Pool - The majority of the top 50 Chinese individuals in the embodied intelligence field have educational backgrounds from prestigious institutions such as UC Berkeley, Stanford, MIT, and CMU, often under the mentorship of industry leaders [4]. - A detailed mapping of the top 50 Chinese talents in the field includes their educational history, research directions, and current positions in leading tech companies or startups [5].