具身智能的融资潮，到底是怎么热起来的？

Core Viewpoint - The article discusses the rapid growth and investment activity in the embodied intelligence sector, highlighting significant financing events and the strategic moves of companies like Zhiyuan Robotics and Wavetech Materials, which are reshaping the landscape of robotics and automation in industrial applications [6][12][22]. Group 1: Company Developments - Fulin Precision is one of the largest automotive parts production bases in China, producing millions of components annually for major clients like BYD and SAIC [1]. - The company is expanding its production line to include robotic joints for humanoid robots and quadrupedal robotic dogs, marking a significant shift towards embodied intelligence [1][2]. - Zhiyuan Robotics is set to acquire approximately 67% of Wavetech Materials, with the founder becoming the actual controller of the company, which has led to a dramatic increase in Wavetech's stock price [6][8]. Group 2: Investment Trends - In July, six startups in the embodied intelligence sector announced financing rounds exceeding 100 million yuan, indicating a robust investment climate [6][12]. - The financing events in the first seven months of 2025 reached 123 occurrences, with 46 of them being over 100 million yuan, suggesting a strong investment cycle [8][12]. - The article notes a trend of "urgent" financing rounds, with many companies opting for multiple rounds or unique naming conventions to attract attention, reflecting a competitive investment environment [11][12]. Group 3: Market Dynamics - The current investment wave in embodied intelligence is seen as a continuation of the large model investment trend, with investors seeking new frontiers as the AI landscape stabilizes [19][20]. - The sector is characterized by a diverse range of investors, including industry capital, venture capital, and government funds, indicating a broad interest in the technology [15][21]. - The article emphasizes that the embodied intelligence sector is not just a passing trend but represents a significant technological evolution, with potential for diverse applications and business models [23][24].