CATL(SZ:300750) Mei Ri Jing Ji Xin Wen·2025-06-25 07:21Core Viewpoint - The embodied intelligence robotics sector is experiencing significant investment growth, with Beijing Galaxy General Robotics leading the way in recent financing rounds, indicating strong market interest and potential for future applications [2][8]. Investment Landscape - As of June 23, 2025, the embodied intelligence industry in China has seen 91 investment events in 2025 alone, surpassing the total of 77 events in 2024, with a total investment amount reaching 110.37 billion yuan [2][8]. - Galaxy General Robotics has raised a total of over 2.4 billion yuan since its establishment two years ago, with the latest round of financing amounting to 1.1 billion yuan led by CATL [2][3]. Company Developments - Galaxy General Robotics launched its first embodied large model robot, Galbot, which has been deployed in seven unmanned pharmacies in Beijing, with plans to expand to 100 such pharmacies by the end of the year [4][6]. - The company has established partnerships with major industry players, including a joint venture with Bosch Group to focus on high-precision manufacturing applications [6][7]. Market Dynamics - The investment trend in the embodied intelligence sector is driven by the need for automation in various industries, with manufacturing, logistics, and consumer electronics identified as key sectors for potential buyers [6][7]. - Major tech companies like Alibaba, Meituan, and Tencent are actively investing in the sector, indicating a competitive landscape where large firms are leveraging their resources to support startups [13][16]. Challenges and Opportunities - The financing cycle for many startups in the embodied intelligence sector is lengthening, with many companies still in seed or angel funding stages, highlighting the challenges of transitioning from technology validation to sustainable commercialization [11][12]. - Smaller companies are encouraged to focus on niche areas within the robotics technology chain to differentiate themselves in a competitive market [17].