Zheng Quan Ri Bao·2025-06-05 16:42Group 1: Industry Overview - The humanoid robot industry is experiencing a historic turning point, with significant growth in financing driven by breakthroughs in AI large model technology and favorable policies [1][2] - As of June 5, 2023, there have been 59 investment events in the humanoid robot sector in China this year, amounting to several billion yuan [1] - The global investment in robotics has exceeded 200 billion yuan since 2025, with China's investment activity accounting for over 82% of the total [2] Group 2: Company Developments - Beijing Accelerated Evolution Technology Co., Ltd. has completed its Series A financing, which will be used for product iteration and large-scale production [2] - Sichuan Embodied Humanoid Robot Technology Co., Ltd. announced the completion of several million yuan in angel round financing and plans to release a robot with an emotional cognition system by the end of the year [2] - Lu Ming Robot Technology (Shenzhen) Co., Ltd. has completed three rounds of financing within six months, with notable investors including Inno Angel Fund and Fosun Ruijing [2] Group 3: Market Trends - The humanoid robot commercialization process is beginning, with significant orders reported by various companies, indicating a shift towards practical applications in sectors like education and tourism [3] - 2025 is anticipated to be a pivotal year for the mass commercialization of humanoid robots, with expectations for widespread deployment in smart factories and emotional companionship robots [3][4] - The number of robot-related enterprises in China has surpassed 900,000, with a 44% increase in new companies compared to the same period in 2024 [3] Group 4: Challenges and Innovations - Despite the optimistic outlook, the humanoid robot industry faces challenges related to technology and cost, with current systems having limitations in decision-making, motion control, and execution [4][5] - The cost structure of humanoid robots remains high, with components like the actuator joint module accounting for a significant portion of the overall cost [5] - Companies are focusing on innovation and collaboration within the core supply chain to overcome these challenges, with notable advancements in key components such as harmonic reducers and 3D vision sensors [6]