同创伟业机器人生态图谱浮出水面：全产业链覆盖

Core Insights - The article highlights the comprehensive investment ecosystem established by Tongchuang Weiye in the robotics sector, covering the entire lifecycle of robotics from core components to application scenarios [1][2][4] - The investment strategy has shifted from focusing on single technological breakthroughs to building a collaborative ecosystem that integrates core technology enterprises and system-level experts [2][4] Investment Ecosystem - Since 2015, Tongchuang Weiye has invested in over 30 robotics companies, creating a complete ecological matrix that includes core components, technology layers, complete machines, and application scenarios [1] - Key investments in core components include companies like Aike Optoelectronics and Nanjing Mirror Technology, focusing on visual perception and motion control technologies [1] Application Scenarios - The company has penetrated various verticals such as industrial, medical, construction, marine, cultural, and environmental sectors, investing in numerous application enterprises like Tianzhihang and Mita Robotics [1][3] - The investment in Qiyuan Technology, which specializes in underwater drones, exemplifies the application of robotics in both professional and consumer markets, showcasing the technology's versatility [2] Technological Integration - The emergence of humanoid robots is revitalizing traditional manufacturing, with companies like Xingjian Intelligent achieving autonomous programming capabilities [3] - The integration of machine vision, motion control, and vertical scenario data has significantly reduced the time required for production line modifications from weeks to hours [3] Strategic Dimensions - The investment strategy is summarized in three dimensions: creating a technological closed loop, penetrating high-barrier scenarios, and enabling platform capabilities for technology sharing among invested companies [4] - The successful cases of Qiyuan Technology and Damo Dazhi Control illustrate the layered layout of the robotics industry, reflecting the shift from isolated breakthroughs to systemic innovation in China's robotics sector [4]