逐际动力创始人张巍：不跟风、不内卷，我们在「造新物种」

Core Viewpoint - The article emphasizes the rapid growth and potential of the embodied intelligence sector, highlighting significant investments and innovations, particularly from the company Zhujidongli, which recently secured $200 million in funding [11][12]. Group 1: Industry Overview - In 2025, the embodied intelligence sector saw 168 companies receive funding totaling 32.9 billion, a year-on-year increase of 291% [3]. - The Ministry of Industry and Information Technology has identified humanoid robots as a key driver for the development of the embodied intelligence industry [3]. - Despite the optimism, concerns about a potential "winter" for the industry are emerging due to high valuations and challenges in technology and application [3][39]. Group 2: Company Innovations - Zhujidongli is recognized for its unique approach in the embodied intelligence space, showcasing its humanoid robot Oli during a government visit [5]. - The company introduced the "Embodied Intelligence System LimX COSA," which acts as an intelligent operating system for humanoid robots, enabling them to think and act autonomously [6][7]. - The TRON 2 robot, capable of switching between multiple forms, is designed to reduce the cost of exploring various application scenarios, making it a versatile tool for businesses [8][11]. Group 3: Market Position and Strategy - Zhujidongli's focus is on original innovation, avoiding trends and competition based solely on parameters, aiming instead for practical applications and user value [11][42]. - The company is strategically positioned to leverage its technological advancements in the humanoid robot sector, emphasizing the importance of product experience over mere technical demonstrations [17][32]. - The founder believes that 2026 will mark a pivotal year for the industry, with a shift towards practical applications and proof of concept validations [39][49]. Group 4: Future Outlook - The company anticipates that 2026 will be a year of significant breakthroughs in embodied intelligence, particularly in video data training and reinforcement learning [49][50]. - The focus will be on achieving product-market fit and expanding the product matrix, with an emphasis on the Agentic OS as a key technological advancement [55][56]. - The founder asserts that true competition in the sector will revolve around creating meaningful products and solutions rather than merely competing on technology [57][58].