SIASUN(SZ:300024) Jing Ji Guan Cha Wang·2025-09-15 11:44Core Insights - The article highlights the emergence of two prominent figures in the Chinese robotics industry, Wang Xingxing and Wang He, who are making significant strides in the field of humanoid robots [2][3]. Group 1: Key Figures - Wang Xingxing, founder of Yushu Technology, gained fame for his robot's performance on a national stage, showcasing nine years of technical development [2]. - Wang He, an assistant professor at Peking University and founder of Galaxy General, is focused on practical applications of humanoid robots in real-world scenarios [3]. Group 2: Industry Developments - Galaxy General has completed two significant funding rounds since its establishment in May 2023, including an 11 billion RMB financing round led by CATL and Puquan Capital, marking the largest single financing in the domestic embodied intelligence sector [3]. - The company has also secured 7 billion RMB in angel funding from institutions like Meituan [3]. Group 3: Product Launches - Galaxy General introduced the "Galaxy Space Capsule," a smart retail system operated by humanoid robots, which occupies less than 9 square meters and can serve over a thousand customers daily [5][8]. - The Space Capsule is designed to sell high-frequency consumer goods and can operate autonomously without remote control [8]. Group 4: Market Strategy - Wang He believes that retail is the best entry point for humanoid robots due to its large market size and diverse tasks, with plans to expand to 100 locations nationwide [5][8]. - The company aims to demonstrate the reliability of its robots through real-world applications rather than short-term exhibitions [8]. Group 5: Cost and ROI - The cost of a Galbot robot is currently lower than hiring a human for three years, making it an economically viable option for clients [9]. - Wang He emphasizes that the return on investment (ROI) is healthy as long as the robots can perform reliably and efficiently [9]. Group 6: Production and Data Challenges - Galaxy General is capable of producing thousands of robots and has already implemented hundreds in real-world applications, distinguishing itself from competitors who focus primarily on sales [11]. - The company is addressing the data scarcity issue in the embodied intelligence sector by utilizing synthetic data for training its models, achieving significant efficiency improvements [13][14].