信通院报告：具身智能2025年融资总额达735.43亿元

Core Insights - The report indicates that embodied intelligence is one of the hottest investment and financing sectors in 2025, with 744 investment events and a total financing amount of 73.543 billion yuan by December 2025 [1][2] Group 1: Investment Landscape - The capital financing scale for embodied intelligence is rapidly expanding, but the transition from technological breakthroughs to practical applications requires a development cycle, with commercialization still in the early exploration stage [1] - The report highlights that the industry has not yet found definitive answers regarding model implementation paths, data solutions, and application landing routes, indicating ongoing exploration across multiple paths and scenarios [1] Group 2: Training Facilities - The construction of training facilities for embodied intelligence has become a hotspot, aimed at addressing the high costs and low efficiency of data collection in the physical world [2] - Approximately 30 training facilities have been established or are planned in China, but their actual effectiveness remains to be validated, facing challenges such as insufficient scene depth, repetitive construction, and lack of interoperability between training facilities [2] Group 3: Technological Exploration - The report analyzes the current technological exploration in the field of embodied intelligence, focusing on two main directions: "general brain" and "skill scalable learning," which can be categorized into four routes [2] - The latter three routes aim to develop the foundation of embodied intelligence and construct a "general brain," while the modular hierarchical approach focuses on breakthroughs in robotic motion skill learning [2]