从优必选到智元，这家老牌机构用9年布下一张机器人产业大网

Core Viewpoint - The article highlights the rising prominence of ZhiYuan Robotics in the investment landscape, particularly in the field of embodied intelligence, and emphasizes the strategic foresight of Dinghui Capital in identifying and investing in this sector early on [3][4][5]. Investment Highlights - ZhiYuan Robotics plans to acquire controlling stakes in listed company WeiXin New Materials for 2.1 billion yuan, leading to a significant increase in WeiXin's market capitalization from 3.1 billion yuan to 37.1 billion yuan, marking it as the first "10x stock" in the A-share market for 2025 [3]. - Following the acquisition announcement, ZhiYuan Robotics has seen a surge in interest from various investors, including local governments and industry capital, seeking to connect with the company [3][4]. - Dinghui Capital has been actively involved in ZhiYuan Robotics' funding rounds, participating in its A and A2 rounds, and has positioned the project as a top-tier "S project" within its portfolio [7][8]. Strategic Investment Approach - Dinghui Capital has a long history of investing in hard technology, having made early investments in companies like UBTECH Robotics, which was considered a risky move at the time [4][10]. - The firm has developed a comprehensive ecosystem in the robotics industry, extending its investments across various segments, from core components to complete systems and applications [5][12]. - Dinghui's investment strategy is characterized by a systematic approach to identifying key nodes in the industry chain, allowing them to preemptively position themselves in emerging markets [20][21]. Market Trends and Future Outlook - The article notes that the embodied intelligence sector is expected to experience significant growth, with Dinghui Capital predicting a pivotal moment akin to the "iPhone 4 moment" for humanoid robots within the next 8-10 years [7][8]. - Dinghui's investments have already yielded substantial returns, with companies like UBTECH and Aifute seeing significant market success and growth in their respective sectors [15][22]. - The firm emphasizes the importance of long-term support for its portfolio companies, providing strategic assistance beyond financial investment, which has proven beneficial for companies like Aifute [23][24].