IFLYTEK(SZ:002230) AI研究所·2025-06-26 11:24Core Viewpoint - The article highlights the significant investment activity in the embodied intelligence sector, particularly focusing on the recent funding round of "Galaxy General," which raised over 1 billion yuan, marking the largest single financing event in this field for the year [1][3]. Group 1: Investment Landscape - "Galaxy General" completed a financing round exceeding 1 billion yuan, led by industry leaders including CATL and Puxuan Capital, with participation from various institutional investors [1]. - The investment from iFlytek Venture Capital, a subsidiary of iFlytek, indicates a strategic focus on the embodied intelligence sector, where iFlytek has been actively investing in multiple robotics companies [3][6]. - iFlytek Venture Capital has established a comprehensive investment strategy centered around AI technologies, targeting sectors such as smart vehicles, healthcare, industrial control, and robotics [6]. Group 2: Technological Development - Key components like sensors and actuators are crucial for the performance of embodied intelligent robots, and iFlytek is focusing on companies with advanced technologies in these areas [9]. - iFlytek's investment in humanoid robot companies, such as UBTECH, showcases its commitment to enhancing its technological capabilities in the robotics field [9][11]. - The establishment of partnerships and collaborations, such as with Zero Degree Robotics, aims to integrate resources and advance the development of the embodied intelligence industry [14]. Group 3: Industry Ecosystem - iFlytek is actively building an ecosystem for embodied intelligence through strategic collaborations and investments, which include partnerships with leading robotics firms [14][15]. - The company has developed a "Robot Super Brain" platform that integrates large model technologies, enhancing the interaction capabilities of robots across various applications [15]. - The collaboration with universities and research institutions, such as the establishment of a national key laboratory for cognitive intelligence, aims to bridge academic research with practical industry needs [17]. Group 4: Market Trends - The embodied intelligence sector has shown robust growth since 2025, with companies like Yushu Technology reporting annual revenues exceeding 1 billion yuan, reflecting the increasing demand for robots in both consumer and industrial markets [20]. - Despite facing challenges such as technological bottlenecks and high costs, the future outlook for the embodied intelligence industry remains promising, with expectations of a "golden age" as these issues are addressed [21].