人形机器人最大融资诞生,估值200亿
SIASUNSIASUN(SZ:300024) 3 6 Ke·2025-12-19 03:54

Core Insights - Galaxy General has completed a new financing round of over $300 million, led by China Mobile Chain Long Fund, with participation from several prominent investment platforms and industry giants, bringing its total financing to approximately $800 million and its valuation to $3 billion [1][5]. Financing Details - The recent financing round sets a new record for single-round financing in China's embodied intelligence sector, with significant investments from domestic chain enterprises and international funds, indicating strong recognition of Galaxy General's technology and industrialization capabilities [4]. - Since its establishment in May 2023, Galaxy General has rapidly attracted top-tier institutions, with high investment thresholds and a fast financing pace, leading to a competitive investment environment [2]. Technological Advancements - Galaxy General has launched the world's first cross-entity, all-domain navigation base model, NavFoM, enabling robots to understand the essence of movement and achieve autonomous navigation in complex scenarios [6]. - The company has also introduced the DexNDM model for dexterous hand control, allowing robots to perform intricate tasks such as screw tightening and furniture repair, addressing a long-standing gap in the industry [6]. Market Applications - In the industrial manufacturing sector, Galaxy General has established deep collaborations with leading companies like CATL, Bosch, and Toyota, achieving significant orders for humanoid robots [8]. - The company has also introduced the "Galaxy Space Capsule," a city-level service solution that utilizes humanoid robots for consumer services in various urban locations across China [10]. - In the retail sector, Galaxy General's robots have been deployed in numerous warehouses, achieving fully autonomous operations for picking and packaging, addressing labor shortages [11]. Industry Context - The recent financing and technological advancements reflect a broader trend in China's embodied intelligence sector, which has seen a surge in investment and innovation, with over 150 startups emerging in the field [12]. - The industry is expected to face challenges related to the balance between short-term investor expectations and the long-term development of technology, with 2026 anticipated as a pivotal year for commercialization [13].

SIASUN-人形机器人最大融资诞生,估值200亿 - Reportify