50起融资+超35亿规模！10月机器人融资月报，核心零部件成吸金主力

Core Insights - The Chinese robotics industry experienced 50 financing events in October 2025, a slight decrease from 56 in June, indicating stable market activity [1] - The estimated total financing amount for October is between 3.5 billion and 6.4 billion, narrowing from 5.4 billion to 7.8 billion in September, reflecting a mature investment logic and improved capital allocation efficiency [1] - The financing market shows a higher demand for technological maturity and commercialization progress, with significant investments in core component manufacturers [1][3] Financing Trends - The core components sector had 14 financing events in October, marking it as the biggest winner, with a focus on servo motors, harmonic reducers, and sensors [3][7] - A notable shift in investment logic from "whole machine integration" to "underlying technology breakthroughs" is observed, with significant investments from industry players like Ecovacs and Li Auto [3] - The A-round financing remains the most concentrated stage, indicating strong market confidence in growth-stage companies that have passed the initial phase [1] Key Companies and Events - Xien Technology completed several hundred million yuan in Pre-A and Pre-A+ financing, focusing on high-end servo drive technology and aiming to enhance its market presence [8][9] - Lingxin Qiaoshou raised several hundred million yuan in A-round financing, aiming to accelerate mass production and global expansion in the high-freedom dexterous hand sector [12][14] - JG Technology, a leader in magnetic encoders, completed several rounds of Pre-A financing, with a total amount nearing 100 million yuan, focusing on technology iteration and market promotion [13][16][18] Human-Robot Interaction and Embodied Intelligence - The human-robot and embodied intelligence sector saw 10 financing events in October, with a more rational investment approach compared to September [19][20] - Companies like Qunche Intelligent and Songyan Power are focusing on key underlying technologies to support the industrialization of humanoid robots [21][29] - Songyan Power's recent Pre-B financing of nearly 300 million yuan aims to make humanoid robots more accessible to households, breaking price barriers [29][31]