Zhong Guo Jing Ying Bao·2025-07-11 06:11Core Insights - The field of embodied intelligence robots has seen a surge in financing events, with at least 10 occurrences in the first 10 days of July 2025, totaling approximately 5 billion RMB in funding [1][2] - The total number of financing events in the embodied intelligence sector has reached 123 in 2025, with a funding scale of about 173 billion RMB, surpassing the entire funding data for 2024 and marking a historical high in nearly a decade [1][2] Financing Events and Scale - Among the 123 financing events, at least 31 startups have secured funding multiple times, with 39 equity financing events exceeding 1 billion RMB [2] - The largest single financing event in the sector was completed by Galaxy General Robotics, raising 1.1 billion RMB on June 23, 2025, with notable investors including CATL and Beijing Robotics Industry Fund [2] - Star Motion Era and Cloud Deep Technology announced new rounds of financing of nearly 5 billion RMB each, focusing on R&D and production of humanoid robots and quadruped robots, respectively [2] Unique Financing Pathways - Unlike other companies pursuing traditional IPO routes, Zhiyuan Robotics has taken a different approach by acquiring a controlling stake in a listed company, Upwind New Materials, through a combination of agreement transfer and partial tender offer, totaling approximately 2.1 billion RMB [3][4] - This acquisition strategy is seen as a potential catalyst for other domestic robot companies seeking funding, although it may not be easily replicable due to its complexity [5] Industry Trends and Future Outlook - The current financing frenzy reflects a broader anxiety within the industry, as companies aim to capitalize on the AI boom and secure sufficient funding to sustain operations [4][5] - The year 2025 is anticipated to be a pivotal year for the mass production of humanoid robots, with several companies reporting significant output targets [5]