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深度|继宇树科技之后,人形机器人“千台俱乐部”再添猛将:松延动力半年订单破亿,两年六轮融资狂飙突进
Z Potentials·2025-08-05 02:59

Core Viewpoint - The humanoid robot industry is witnessing significant developments, particularly with the rapid growth and funding of "Songyan Power," which has completed multiple financing rounds and achieved substantial commercial orders [2][3][4]. Group 1: Financing and Market Position - "Songyan Power" has successfully completed its A++ round of financing, raising several hundred million yuan, led by Jinpu Capital and supported by various notable institutions [2]. - The company has achieved a total of six financing rounds, indicating strong market confidence in its potential and capabilities [2]. - In the first half of this year, "Songyan Power" secured over 2,000 commercial orders, with a total contract value expected to exceed 100 million yuan, making it the second company in China to surpass the "thousand-unit sales" threshold [3]. Group 2: Commercialization Strategy - The founder, Jiang Zheyuan, has set clear goals for the company, aiming to ensure production and delivery efficiency, with a target of delivering 10,000 units next year [4]. - The company has established a new production base in Beijing to meet the increasing order volume, achieving a stable delivery capacity of several hundred units per month [4]. - "Songyan Power" strategically targets clear cash flow scenarios such as research education and cultural tourism before expanding into more complex areas like elderly care and industrial inspection [4]. Group 3: Team and Technical Advancements - The core team of "Songyan Power" consists of talented individuals from top universities, with founder Jiang Zheyuan being a notable figure who left his PhD program to pursue entrepreneurship [6][8]. - The company has made significant technological breakthroughs, including the ability to perform complex movements like continuous backflips and high-speed running, positioning itself at the forefront of the industry [6][8]. - "Songyan Power" recently showcased its capabilities by achieving second place in a humanoid robot marathon, demonstrating the robot's stability and reliability in complex terrains without external assistance [8]. Group 4: Data and Future Vision - The company emphasizes the importance of diverse real-world data for developing generalized embodied intelligence, which is crucial for the future of humanoid robots [10][11]. - "Songyan Power" is working on a data collection plan to build a future data ecosystem, aiming to address the challenges of insufficient data accumulation [11][12]. - The company envisions a future where the form of household robots will be determined by their mobility, navigation, and operational capabilities, rather than fixed shapes [13][14].