讯飞、美团押注的人形机器人公司，估值200亿，超越宇树

Core Viewpoint - The article highlights the significant financing success of Beijing Galbot General Robotics Co., Ltd., which raised over $300 million in its latest funding round, marking a record in the domestic embodied intelligence sector and elevating its valuation to over 20 billion RMB [1][16]. Financing Journey - Galbot has accumulated a total of $800 million in funding within just over two years since its establishment in May 2023, showcasing a rapid rise in capital interest [4]. - The company attracted attention from top-tier venture capital firms early on, with notable investments from iFlytek Venture Capital and others during its seed and angel rounds [5][6]. - The funding rounds include: - Seed Round (June 2023): Initial investments from major VCs shortly after establishment [6]. - Angel Round (June 2024): Secured 700 million RMB, marking a significant investment in the embodied intelligence field [9]. - A Round (November 2024): Received 500 million RMB with participation from state-owned funds [13]. - B Round (June 2025): Led by CATL, raising over 1.1 billion RMB, marking CATL's first investment in the embodied intelligence sector [14][15]. - B+ Round (December 2025): Raised $300 million, with participation from international capital for the first time, pushing the valuation to $3 billion [16][17]. Business Model and Market Strategy - Galbot focuses on practical applications of robotics, emphasizing functionality over aesthetics, which has led to securing substantial orders in various sectors [20][29]. - The company has established partnerships with major industrial players like CATL and Bosch, focusing on automating repetitive tasks in manufacturing [24]. - By addressing labor shortages and repetitive tasks, Galbot's robots have gained traction in sectors such as retail and healthcare, with innovative solutions like the "Galactic Space Capsule" for smart retail [27][28]. - The company's approach is to provide cost-effective and manageable robotic solutions, leading to large-scale orders and commercial viability [20][29]. Industry Insights - The article suggests that 2026 will be a pivotal year for the commercialization of humanoid robots in China, with the potential for the country to replicate the success seen in the electric vehicle sector [31][32]. - The support from capital and industry resources is crucial for the rapid deployment and profitability of robotic solutions in various applications [30].