速递 | 中国公司干翻硅谷！全球具身智能第一，完全开源

Core Viewpoint - A Chinese company, Qianxun Intelligent, has achieved a significant milestone by surpassing the Silicon Valley company Physical Intelligence in the global embodied intelligence model rankings, securing the top position with its open-source model, Spirit 1.5 [1][2]. Group 1: Global Ranking and Performance - The RoboChallenge Table30 is the first large-scale real-robot evaluation ranking, assessing robots on 30 practical tasks, which provides a more accurate measure of performance compared to previous self-reported rankings [2]. - Qianxun's Spirit 1.5 scored 66.09, achieving a success rate of over 50%, surpassing the previous leader, Pi0.5, which had a score of 61.84 and a success rate of 42.67% [3]. Group 2: Technological Innovation - Qianxun's success is attributed to its unique approach called "Diverse Collection," which allows robots to learn from real-world scenarios without predefined scripts, leading to a 40% increase in transfer learning efficiency compared to traditional methods [4][5]. - The company emphasizes the importance of training models with diverse, real-world data to enhance their adaptability and performance in complex tasks [5]. Group 3: Team and Funding - Qianxun's founding team includes Han Fengtang, a former CTO of Lush Robotics, and Gao Yang, a Tsinghua University graduate and Berkeley PhD, both of whom bring extensive industry experience and expertise [6][8]. - The company has rapidly secured funding, completing multiple financing rounds since its establishment in February 2024, with the latest round raising nearly 600 million, led by JD.com [8][9]. Group 4: Market Position and Strategy - Qianxun is categorized as a "soft-hard integrated" player in the embodied intelligence sector, possessing both proprietary software and hardware, which allows for a data feedback loop that enhances model training and hardware performance [12][13]. - The company is positioned to capitalize on the growing demand for robots in logistics and retail, as evidenced by JD.com's investment, which reflects the need for functional robots in real-world applications [9][11]. Group 5: Future Opportunities - The emergence of embodied intelligence is expected to create significant employment opportunities, particularly in roles such as robot algorithm engineers, scene solution experts, and data collection engineers [17][19]. - The industry is anticipated to see a clear differentiation in the next 1-2 years, with companies that cannot access sufficient real-world data likely to fall behind, while those like Qianxun that integrate hardware and software effectively will thrive [21][22].