独家｜又添2亿元新融资！因克斯领跑具身智能核心零部件赛道

Core Insights - Inke's, a leading company in humanoid robots and embodied intelligence core components, has completed a new financing round of nearly 200 million RMB, led by Huakong Fund and Shenzhen Capital Group, with participation from PwC Capital and existing shareholders [2][3] - This marks Inke's third financing round within the year, indicating strong interest from top financial and strategic investors [3] Company Overview - Founded in 2022, Inke's is a key player in the upstream supply chain of embodied intelligence, focusing on independent research and development and self-built production lines [4] - The company has established a comprehensive technical system and large-scale production capacity, offering a diverse product matrix that includes integrated joints, dexterous hands, communication modules, and battery systems [4] - Inke's has achieved a shipment volume of over 100,000 joint modules this year, becoming the first company in the industry to reach this milestone, maintaining the largest market share [4] R&D and Product Development - Inke's core competitiveness stems from its strong R&D foundation and forward-looking layout, being one of the earliest companies in China to develop joint modules for humanoid robots [6] - The company has independently developed key components such as drivers, reducers, motors, and encoders, optimizing product adaptability to application scenarios [6] - Inke's is set to launch a series of new products with a 14mm large hollow aperture, responding to the strong demand for "internal wiring" in humanoid robots [7] Market Position and Customer Service - Inke's holds a leading market share in the joint module field for humanoid robots, providing full-cycle service capabilities to clients at different development stages [10] - For clients in the R&D phase, Inke's offers a standardized product library and technical support to expedite prototype iterations [10] - For clients in mass production, Inke's can deliver joint modules at a scale of 100,000 to 1 million units, ensuring high yield and consistency [10][11] Strategic Vision - Inke's aims to be a "hardware innovation infrastructure service provider" for OEMs, expanding beyond core joint modules to include a diversified core component matrix [13] - The company has developed an independent ultra-small joint module solution, achieving breakthroughs in lightweight design and data collection versatility [14] - This evolution from a single component supplier to a comprehensive hardware solution provider demonstrates Inke's technical integration capabilities and supports industry innovation [14] Investor Perspectives - Huakong Fund emphasizes the significant market opportunity in the embodied intelligence sector, highlighting Inke's as a leading enterprise in integrated joints for humanoid robots [16] - Shenzhen Capital Group expresses confidence in Inke's ability to drive the evolution of robotics from "execution machines" to "intelligent entities," recognizing the importance of high-precision joint modules [16] - PwC Capital notes Inke's leadership in the humanoid robot joint field, aligning with industry demands for high-performance and high-stability components [17]