SIASUN(SZ:300024) Zheng Quan Shi Bao Wang·2025-09-05 10:21Core Insights - The humanoid robot sector experienced a significant financing surge in August, with 21 disclosed financing events totaling nearly 5.4 billion RMB [1] - Field AI, a U.S. company, raised 405 million USD (approximately 2.894 billion RMB), setting a record for the industry [1][2] - Domestic financing in China was marked by 20 events totaling nearly 2.5 billion RMB, showcasing the strength of local supply chains and application capabilities [1] Financing Trends - The report indicates that the financing wave is driven by the "large model + robot" concept, with investors seeking teams capable of integrating advanced technologies into commercially viable products [1][4] - In August, the domestic humanoid robot industry saw a diverse range of financing across various segments, including body manufacturing, tactile sensors, control systems, dexterous hands, and 3D visual perception [2][4] - Notably, 35% of the financing events involved single transactions of 100 million RMB or more, highlighting a robust investment climate [3][4] Key Players - Field AI's funding will be used for optimizing and deploying its general-purpose robot large models, with its valuation expected to rise to 2 billion USD (approximately 14.295 billion RMB) [2] - Mecademic, a notable player, secured nearly 500 million RMB in a single financing round to enhance its full-stack technology and expand its product line [3] Market Dynamics - The financing landscape indicates a clear focus on core components like body and large models, while breakthroughs in perception technologies are anticipated to be the next focal point for development [4] - The global humanoid robot competition is intensifying, with the U.S. focusing on foundational technology breakthroughs and China emphasizing the construction of a complete industry ecosystem [4]