具身智能技术持续突破，中国企业加速全球化布局

Core Insights - The market size of China's embodied intelligence industry is expected to reach 400 billion yuan by 2030 and exceed 1 trillion yuan by 2035, driven by technological advancements and policy support [1][2]. Industry Overview - Embodied intelligence technology is making significant progress, particularly in humanoid robots, with advancements in multi-modal perception and six-dimensional force sensing [1]. - The capital market remains optimistic about the development prospects of embodied intelligence, with several financing rounds exceeding 100 million yuan completed this year [1]. Company Highlights - Blue Dot Touch (Beijing) Technology Co., Ltd. has achieved international leading standards in six-dimensional force sensors and joint torque sensors since its establishment in 2019, breaking the technological monopoly of overseas manufacturers [4]. - The company's products are widely used in humanoid robots, collaborative robots, and industrial robots, with major clients including ZhiYuan Robotics and Xiaomi Robotics [4]. - Blue Dot Touch has doubled its sales revenue for three consecutive years, with over 10,000 units of six-dimensional force sensors shipped by 2025, accounting for 80% of domestic humanoid robot shipments, and joint torque sensors exceeding 100,000 units, representing over 95% of total domestic shipments [4]. Investment Trends - The robust investment activity in the embodied intelligence sector indicates a shift beyond prototype validation to stable demand in various applications, including data training and commercial performances [4]. - The recent financing rounds are seen not only as financial support but also as strategic collaborations aimed at accelerating technological iteration and global expansion [4].