SIASUN(SZ:300024) 3 6 Ke·2026-02-26 01:28Core Insights - Shenzhen Tianyuanxing Technology Co., Ltd. has completed tens of millions of yuan in angel round financing, with funds primarily allocated for end-to-end embodied intelligence control technology research and development, team expansion, and large-scale industrial application [1] - The company, established in December 2024, is a spin-off from SenseTime's industrial robotics division, leveraging deep AI model technology and extensive experience with leading industrial clients [1][3] - The core product, the TX01 wheeled humanoid robot, is designed for flexible handling, loading and unloading, precision assembly, and active quality inspection in industrial settings [1][2] Product Development - The TX01 robot features a unique design combining a bamboo joint electric cylinder and wheeled chassis, providing enhanced stability and a maximum load capacity of 100 kg, suitable for high-intensity industrial tasks [2] - The TX01 has undergone iterative development, with the first and second generation prototypes completed by 2025, aiming for large-scale deployment in industrial scenarios by 2026 [2][3] - The company has shifted from traditional serial control methods to an end-to-end control architecture, significantly reducing implementation costs and improving adaptability to complex industrial environments [3] Market Position and Strategy - Tianyuanxing has a natural advantage in customer acquisition, having established relationships with over 10 leading industrial clients during its time at SenseTime, which provides a stable early order pool [3] - The company plans to conduct tests with its core product at leading clients in the new energy sector by March 2026, with the goal of achieving mass shipments that year [4] - The company aims to expand into international markets, leveraging previous collaborations with clients like CATL in Germany and Aoxin in Thailand to establish a foothold [5] Investor Perspectives - Investors view Tianyuanxing's foundation in SenseTime's industrial robotics division as a significant advantage, providing a strong data foundation for model generalization in industrial applications [6] - The company's integrated technology architecture, which combines data, brain, and body, addresses core needs for intelligent upgrades in industrial scenarios [7] - Investors express confidence in Tianyuanxing's potential for rapid commercialization and its ability to provide critical support for the upgrade of the industrial intelligent manufacturing sector [8]