“左手”揽大单 “右手”融巨资 深圳人形机器人开始“狂奔”

Core Insights - The humanoid robot industry in China is experiencing a significant transition from "laboratory" to "mass production," with multiple companies making substantial progress in orders and financing [1][2][8] Group 1: Major Developments - UBTECH Robotics secured the largest single order in the global humanoid robot sector, amounting to 90.51 million yuan for a project with Miyi (Shanghai) Automotive Technology Co., Ltd [2] - UBTECH's Walker S2 became the first humanoid robot to achieve autonomous battery swapping, with plans to deliver 500 industrial humanoid robots this year [2] - The industry is witnessing a surge in procurement projects from government, universities, and large enterprises, indicating a shift towards practical applications and delivery [2] Group 2: Financing Trends - In July alone, the domestic embodied intelligence sector recorded 16 financing events, totaling over 4.5 billion yuan, contributing to a cumulative financing of over 14.5 billion yuan in the first half of 2025 [3][4] - Notable financing activities include a nearly 1 billion yuan round for Zhongqing and a 600 million yuan Pre-A+ round for Qianxun Intelligent [5][6] Group 3: Strategic Investments - JD.com has emerged as a significant investor in the embodied intelligence sector, leading multiple financing rounds for various companies [6][7] - Other major internet companies like Alibaba, Tencent, and Meituan are also actively investing in humanoid robotics, leveraging their existing strengths in retail and logistics [6][7] Group 4: Capital Market Movements - Companies are increasingly engaging in capital market activities, including mergers, acquisitions, and IPO preparations [8] - Zhiyuan Robotics is planning to acquire a controlling stake in a listed company, potentially becoming the first publicly traded company in the embodied intelligence sector [8] - Yushu Technology has initiated its IPO counseling process, with reported annual revenue exceeding 1 billion yuan and a valuation surpassing 10 billion yuan [8]