Venture(US:VEMLY) 2 1 Shi Ji Jing Ji Bao Dao·2025-08-29 07:45Core Insights - The investment enthusiasm for embodied intelligence has significantly increased since 2022, with a notable rise in valuations for related startups following the emergence of ChatGPT [1][2] - Infinite Fund SEE Fund has strategically focused on the less popular field of embodied intelligence, predicting its future impact as AI transitions from virtual to physical realms [1][2] - The fund has invested in various startups within the embodied intelligence sector, leveraging resources from Tsinghua University to build a comprehensive industry chain [1][3] Investment Trends - From January to July 2023, there were over 200 investment events in the embodied intelligence and robotics sectors, with total financing exceeding 240 billion yuan, surpassing the total for the entire year of 2024 [2] - Despite concerns about potential bubbles in the market, the industry is viewed as having substantial long-term potential, with current capital inflows deemed insufficient for the challenges ahead [2] Fund Background - Infinite Fund SEE Fund was established in 2021, supported by Tsinghua University's electronic engineering department and its Tianjin research institute, providing a strong academic foundation [3] - The fund manages three phases of investment and includes a diverse range of limited partners, from state-owned enterprises to prominent venture capital firms and industry players [3] Ecosystem Development - The fund aims to create a more active ecosystem for technology transfer by investing at critical stages of commercialization, particularly when technologies are ready to move from the lab to market [4] - Tsinghua University is recognized as a significant source of talent and innovation in the field, with many successful entrepreneurs emerging from its engineering departments [4][5] Entrepreneurial Focus - The fund emphasizes investing in passionate and self-driven entrepreneurs, as their commitment is crucial for navigating the challenges of startup life [6] - An example includes the investment in Songyan Power, where the founder demonstrated exceptional dedication and enthusiasm for robotics [6][7] Market Dynamics - The U.S. leads in talent and algorithmic innovation in embodied intelligence, while China benefits from a robust manufacturing base and favorable conditions for development [7] - Chinese startups are more pragmatic, focusing on immediate commercial opportunities while also aiming for long-term technological advancements [7] Future Outlook - The investment community is encouraged to remain vigilant for the next technological breakthroughs in embodied intelligence, as the field is still evolving and presents opportunities for significant advancements [8]