蚂蚁、字节押注后，“腾讯系”人形机器人创企再迎技术、商业化重大突破！

Core Viewpoint - The article discusses the significant advancements and commercialization efforts of the humanoid robot startup, Stardust Intelligence, particularly in the context of aging care and the development of its AI-driven robot, Astribot S1 [1][3][4]. Commercialization Progress - Stardust Intelligence has formed a strategic partnership with Shenzhen Elderly Care Institute to develop AI elderly care robots and smart care systems, focusing on innovative applications in life assistance, health monitoring, and emotional companionship [3][4]. - The Astribot S1 has become the first humanoid robot to enter a nursing home in China, highlighting its role in addressing the challenges posed by an aging population [4]. - The company aims to explore new models of smart and technological elderly care, leveraging its technological advantages [3][4]. Technological Advancements - The company has made significant updates to its self-developed VLA model, DuoCore, which allows the robot to exhibit human-like instinctive reactions and deep thinking capabilities, enhancing its adaptability in complex environments [6][8]. - DuoCore employs a knowledge transfer mechanism that improves learning efficiency, enabling the robot to apply learned skills to new scenarios without starting from scratch [8]. - The dual-system architecture of the VLA model has become mainstream in the field of embodied intelligence, with other leading companies also adopting similar approaches [8][9]. Product Development - The Astribot S1 has undergone three iterations, evolving from strong operational performance to expert-level capabilities, with a valuation previously reaching approximately 40 billion [11]. - The robot features human-like joint designs and can perform complex operations with high precision, including a maximum speed of over 10 m/s and a load capacity of 10 kg [11][15]. Financing and Investment - Stardust Intelligence has completed five rounds of financing, with the latest round in April 2025 raising several hundred million yuan, led by Jin Qiu Fund and Ant Group [14][16]. - The company has garnered recognition from major tech firms, indicating strong market confidence in its potential [16]. Market Outlook - The aging population presents a significant market opportunity for humanoid robots, with estimates suggesting that companion robots could enter households within three years, and caregiving robots within five years, potentially creating a trillion-yuan industry [4][18]. - The article emphasizes the importance of strong AI capabilities and self-developed models for startups in the humanoid robot sector to maintain competitiveness against larger tech companies [17][18].