SIASUN(SZ:300024) 3 6 Ke·2025-08-28 02:46Core Insights - Lingyu Intelligent, founded by a team with backgrounds from Tsinghua University and Carnegie Mellon, focuses on high-quality remote operation technology to develop a cost-effective, low-latency, and high-precision remote operation robot system aimed at addressing data bottlenecks in embodied intelligence and promoting rapid deployment in service and industrial sectors [1][4]. Team Overview - The founder and chief scientist, Mo Yilin, is a tenured associate professor at Tsinghua University with a strong academic background in automation and robotics, having studied at Tsinghua, Carnegie Mellon, and Caltech [2]. - CEO Jin Ge also graduated from Tsinghua University and has experience in both high-tech entrepreneurship and investment management, previously holding positions in venture capital and technology companies [2]. Financing Progress - Lingyu Intelligent recently completed a seed round financing of over 10 million yuan, led by Huaying Capital, with participation from existing investors including Inno Angel Fund and Tsinghua Waterwood Investment [3]. Products and Business Model - The company has developed a comprehensive remote operation embodied intelligence system addressing industry pain points related to robot operation and data collection, consisting of three core modules: hardware, user-side devices, and a control platform [4]. - The TeleAvatar robot is designed for lightweight and practical use across various scenarios, while the CyberBracelet VR device aims to lower the operational threshold for users, with future plans for more cost-effective wearable products [4]. - The TeleDroid control platform supports low-latency data transmission and high-precision motion control, with the robot priced around 70,000 yuan, making it accessible for small and medium-sized projects [4]. Business Strategy - Lingyu Intelligent has a clear commercialization path through a three-step strategy: selling hardware to quickly capture market share, selling data to create a data barrier, and eventually selling capabilities to provide intelligent solutions [6][7][8][9]. Competitive Advantages - The company has achieved breakthroughs in both latency and cost, with its remote operation system demonstrating image latency as low as 100 milliseconds and operational latency of only 50 milliseconds, meeting the demands of high-precision applications [10]. - The pricing strategy keeps the TA Lite model under 100,000 yuan, significantly lower than similar devices, while the VR data collection solution is priced at around 1,000 yuan, addressing the high costs and limitations of traditional methods [11]. Founder Insights - Mo Yilin emphasizes that remote operation is a necessary step towards fully autonomous robots, highlighting the importance of user-friendly designs for accumulating high-quality data [14]. - He notes that the global robotics field lags in data volume compared to other sectors, facing challenges in quality, efficiency, and cost, and stresses the irreplaceable value of real machine data [15]. - The future trend in data collection is shifting towards VR devices, which balance cost and precision while aligning with human operational habits, positioning them as a core method for future robotic data collection [16].