Core Insights - Qianxun Intelligent (Spirit AI) has completed nearly 600 million RMB in Pre-A+ financing, led by JD.com, with participation from several notable institutions, indicating strong investor confidence in the company's potential in the embodied intelligence sector [1][2] - The financing round highlights Qianxun's core competitiveness in the embodied intelligence field, emphasizing a "capital + industry" collaborative ecosystem that accelerates technological innovation and industrialization [2] - Qianxun's investors include top-tier industry players like Huawei, Xiaomi, and CATL, reflecting a consensus on the importance of "deployable technology" in the current investment landscape [2] Financing and Investment - The recent financing round saw existing shareholders, including Prosperity 7 Ventures and Shunwei Capital, increase their investments, showcasing their ongoing recognition of Qianxun's growth potential [2] - The valuation of Qianxun is considered significantly undervalued compared to its U.S. counterpart, Physical Intelligence, which is projected to reach a valuation of 2.4 billion USD (approximately 172 billion RMB) by the end of 2024 [2] Market Application and Challenges - The practical value of humanoid robots is validated in real industrial scenarios, with JD.com providing a significant testing ground for Qianxun's humanoid robots [3][5] - JD.com's automated warehouse operations present complex challenges that require advanced robotic capabilities, including load capacity, precision, and environmental adaptability [5] - The integration of multimodal large models has enhanced robots' capabilities in unstructured environments, which is crucial for reducing operational costs in JD's unmanned supermarkets and last-mile delivery [7] Product Development - Qianxun's first commercial humanoid robot, Moz1, was launched in July, featuring advanced motion control systems and a high-performance integrated force control joint [9][11] - Moz1's capabilities include a 26-degree of freedom configuration and a high-density power-to-weight ratio, positioning it as a leader in the industry [11] - The robot's perception and decision-making are powered by the OneTwoVLA model, enabling real-time adaptation to dynamic tasks, which aligns closely with human behavior [15] Future Outlook - 2025 is anticipated to be a pivotal year for the commercialization of humanoid robots, with Qianxun aiming to transition from laboratory settings to broader applications [8][17] - The company is focused on overcoming key barriers to market acceptance, including product performance and standardized operational capabilities, with expectations of reducing the cost of humanoid robots to below 200,000 RMB in the next 2-3 years [19][20] - The introduction of government standards for humanoid robots is expected to enhance market acceptance and support the industry's growth [19] Strategic Positioning - Qianxun's strategy emphasizes dual-driven development through technological breakthroughs and practical applications, aiming to solidify its market position in the embodied intelligence sector [19] - The collaboration with JD.com is seen as a significant step towards integrating product development with real-world applications, potentially establishing Qianxun as a key player in the industry [21]
突发！千寻智能再拿近6亿PreA+轮融资！押注“能落地的技术”已成资本共识！