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]

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 知识星球"机器人头条" ，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： 独家资讯，由原[大疆]技术总监、 美国卡内基梅隆大学（CMU）博士、原[特斯拉]Optimus团队工程师杨硕与 原[大疆] 高级总监、大疆教育 负责人、 市场部负责人高建荣于2025年1月成立具身智能机器人创企 【 Mondo Tech 】（ 妙动科技）（公司全称"深圳市妙动科技有限公 司"） 已于近日 完成天使轮融资， 投资方包括 经纬创投、 美团龙珠和红杉资本 （ 具体融资金额，等待企业正式官宣 ）。 官宣仅2个月时间就完成首轮融资，投资方包括头部资本和互联网大厂美团，可见其创始团队含金量；其实这已经不是美团首次投资具身智能 机器人创企，按往期趋势投就是重投；2025年以来，谷歌、OpenAI、Meta等国外科技大厂率先从大模型赋能、投资形式转变为躬身入局本 体制造，国内大厂随后跟进，如蚂蚁集团、京东集团等，同时加大投资力度， ...

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].

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎 约稿、刊例和商务合作、行业人士交流 ， 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： 近期，[字节跳动]机器人团队迎来一系列架构调整，加大具身智能机器人研发投入，同时伴随的还有，诸位核心 骨干离职。 在本波具身智能浪潮中，字节入局较早；公司于2023年初开始加大机器人方向投入，2023年7月正式内部组建机 器人团队， 隶属于字节AI Lab (人工智能实验室)， 由Al Lab总监李航亲自挂帅，目前团队规模已达百人； 团队 业务分为两大部分:一是生产一些机器人（复合机器人），优先服务字节的电商履约需求；二是关注前沿技术，探 索把AI大模型能力用到机器人上；于2024年 10月发布第二代机器人大模型GR- 2。 今年4月份，字节AI Lab全部收归Seed团队下，同时伴随诸多架构变动，由向朱文佳汇报转向汇报给Seed新负责 人吴永辉，之后李航退休返聘管理范围无变化，在内部系统中的身份变更为"劳务 ...

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 正文： 近日，又有两位互联网大厂内部具身智能机器人团队骨干（ 腾讯Roboticx X实验室副总经理韩磊和字节跳动机 器人团队研究一号位孔涛 ）入局具身智能赛道创业或任职。 [腾讯集团]作为国内最早设立机器人研究院的互联网大厂，初期 阵容班底堪称豪华， 早期成果显著，但在这波具 身智能浪潮中接近隐形，随着 3月24日领投国内头部人形机器人创企 [智元机器人]B轮融资，才实现首次入局， 后续又联合领投了[宇树科技]C轮融资，持续以投资方式加码具身智能赛道。 小编往期文章曾经提到，具身智能智能赛道创企中"学院派"背景兼职创业团队占据半壁江山（银河通用、星动纪 元等）；其次是 "大厂+高校"双重背景的全职创业公司，这类公司创始人基本来自于自动驾驶行业、 头部互联网 公司内部研究院，其中以自动驾驶行业为主且备受资本青睐（它石智航、星海图等），2024年四季度以来，自动 驾驶领域技术"大牛"纷纷离职后入局具身智能赛道创业，一度刷屏网络，成为"最强"创企派系； 早期互联网大厂 内部设立具身智能机器人相关实验室的并不多， 典型代表是 腾讯Ro ...

Core Viewpoint - Yushu Technology, a humanoid robot company, has achieved significant milestones with an annual revenue exceeding 1 billion yuan and a valuation surpassing 10 billion yuan, positioning itself as a leading player in the industry [1][2]. Financial Performance - Yushu Technology disclosed its annual revenue for the first time, reporting over 1 billion yuan, with projections of 200 million yuan and 400 million yuan for 2023 and 2024 respectively, and net profits ranging from 10 million to 70 million yuan [2][3]. - The company has maintained profitability since 2020, with a consistent positive financial outlook [2]. Market Position and IPO Speculation - Yushu Technology is speculated to be preparing for an IPO, having recently changed its corporate name and completed a significant round of financing [4][5]. - The company is recognized as the most commercially successful humanoid robot firm in China, potentially becoming the second listed humanoid robot company after UBTECH [5][6]. Recent Developments and Funding - In June 2025, Yushu Technology completed a C-round financing led by major investors including China Mobile, Tencent, and Alibaba, achieving a pre-investment valuation of over 10 billion yuan [8]. - The company has attracted significant interest from various investment firms, indicating a strong market position and investor confidence [8][14]. Industry Trends and Competition - The humanoid robot sector is witnessing increased competition, with major tech companies like Google and Meta entering the market, prompting domestic firms to accelerate their investment strategies [10]. - Yushu Technology's recent product launches and performances have garnered widespread attention, although the company faces challenges related to the sustainability of its market appeal [12][16]. Challenges and Criticism - Despite its successes, Yushu Technology is experiencing backlash due to perceived discrepancies between its promotional content and actual product performance, leading to a trust crisis among consumers [16][20]. - The company, along with others in the industry, is criticized for focusing on flashy demonstrations rather than practical applications, raising concerns about the long-term viability of its business model [20][21]. Market Dynamics - The market for humanoid robots is characterized by a divide between hardware-focused companies like Yushu Technology and software-driven firms, with the latter currently enjoying higher valuations [22]. - The industry consensus emphasizes the need for technological breakthroughs and effective commercialization strategies to ensure long-term success [22].

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎 约稿、刊例和商务合作、行业人士交流 ， 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： 上周，关于特斯拉Optimus机器人供应商遭遇"砍单"的消息刷屏行业圈， 整个机器人板块都迎来巨大波动（向 下）， T链概念股们波动更大，并出现跌停股。 小编上周文章： 裁员、量产搁置，特斯拉Optimus团队恐迎至暗时刻！ 有进行一定解读，而随着更多消息的透 露和核实，特斯拉Optimus机器人"砍单"缘由也渐渐清晰。 整体而言，Optimus软硬件变动是真、短期暂停量产是真、供应商订单暂时delay是真、裁员存疑。 接下来小编将进行详细梳理： —— 6月6日， 特斯拉Optimus机器人部门负责人米兰·科瓦奇（Milan Kovac）宣布离职，后续将由 人工智能软 件部门副总裁 阿肖克·埃卢斯瓦米 （Ashok Elluswamy）接任；（市场虽有唱空，但此消息发布后，对T链 几乎没有影响） 6月10日， ...

温馨提示 ： 点击下方图片，查看运营团队2025年6月最新原创报告（共235页） 说明： 欢迎约稿、刊例合作、行业人士交流 ， 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： 早期小编整理文章 【技术干货】"具身智能 "技术最全解析 ， 本篇文章重点解读现阶段大火的 视觉-语言-动作 (VLA)模型， 一种整合视觉（Vision）、语言（Language）和动作（Action）的多模态模型 。 2022年，Google和CMU相继推出"SayCan"、"Instruct2Act" 工作，Transformer模型既看图、又读指令、还能 生成生成动作轨迹成为可能；2023年，随着谷歌DeepMind推出RT-2模型，机器人可以端到端地从给定的语言指 令和视觉信号，直接生成特定的动作，具身智能领域也迎来了一个新名词： VLA（Vision-Language-Action Model，视觉-语言-动作模型）。 如果说过去十年，机器人领域的焦点先后经历了「看得见」的视觉感知、「听得懂」的语言理解， ...

温馨提示 ： 点击下方图片，查看运营团队2025年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： 从产品和技术层面考量，目前国内人形机器人创企粗略可分为两大阵营，以[宇树科技]为代表的以运动能力为亮 点的"硬件派"和以[智元机器人]、[银河通用]为代表的以具备强大AI能力为亮点的"软件派"。 随着， 国内头部人形机器人创企[ 北京银河通用机器人有限公司 ]（以下简称"银河通用"）于 6月23日 官宣完成 由宁德时代领投的11亿元新一轮融资，累计融资已超24亿元，晋升"独角兽"阵营后，"软件派"再次呈现"南"智元 机器人，"北"银河通用两强局面，同时也不乏它石智航、星海图等高估值创企伺机而动，争夺"软件派"头把交 椅。 不同于[智元机器人]采用 "高举高打" 发展模式， 用运营大公司的方式创业， 多产品线、多商业化场景落地路 线， [银河通用]则是典型的创企发展路线，更是"百花齐放"的人形机器人赛道的一股清流，专 注于 ...