“怕投错更怕错过”！具身智能赛道，又一笔亿级美元融资来了！

Group 1 - Yunji Smart announced the completion of a $100 million financing round, led by Tencent and Beijing Robotics Industry Development Investment Fund, with participation from Sci-Fi Fund and Ming Shi Venture Capital [1] - The funds will primarily be used for the development of Yunji's first embodied intelligent product, expected to be launched within two years, as the company initiates its Pre-IPO financing round [1][3] - The embodied intelligence sector has seen significant investment activity, with many investors feeling pressured to participate due to the fear of missing out [1][5] Group 2 - In 2024, Yunji reported a revenue increase of over 130%, with overseas market growth nearing 700%, and has achieved stable profitability [2] - The company launched 10 new products in 2024, doubling its new product offerings, with sweeping machines seeing over 120% revenue growth and washing machines over 500% [2] - Yunji has established a presence in over 20 provinces and 70 cities in China, with more than 500 authorized retail outlets, and has entered over 50 countries in the overseas market [2] Group 3 - The upcoming household embodied intelligence product aims to address cleaning and storage needs in homes, fully managed by the robot, providing a significant convenience for users [3] - Yunji has focused on developing dual-eye visual perception technology since 2021, which is crucial for understanding complex home environments, and has launched the first dual-eye dual-core product in the sweeping machine industry [4] - The company has attracted significant investment interest, having completed 12 rounds of public financing since its inception, with a strong lineup of investors including state-owned funds and major tech companies [4] Group 4 - The embodied intelligence sector has experienced a surge in investment, with over 40 financing events reported in China by March 2025, including several exceeding 100 million yuan [5][6] - Notable financing events include a 528 million yuan Pre-A round by Qianxun Intelligent and a 1.2 billion USD angel round by Tashizhi Hang, marking significant milestones in the sector [6] - Despite the excitement, there are concerns about the commercialization paths in the embodied intelligence space, leading some investors to be cautious while others are eager to invest [6]