清华90后博导，又融了10亿！具身智能再迎百亿独角兽

Core Viewpoint - The article highlights the significant financing achievement of Star Motion Era, which completed a strategic round of financing amounting to 1 billion RMB, achieving a valuation exceeding 10 billion RMB. This positions the company as a leader in the embodied intelligence sector, attracting investments from major global industry players [4][5]. Financing and Investment - Star Motion Era's recent financing round included notable investors such as Samsung, Singtel, and Alibaba, among others, totaling 16 industry investment firms across various sectors including technology, automotive, and logistics [4][5]. - The company has a history of successful fundraising, with previous rounds including nearly 1 billion RMB in November 2025 and close to 500 million RMB in July 2025 [5]. Company Background - Founded in August 2023 by Chen Jianyu, an assistant professor at Tsinghua University, Star Motion Era is the only embodied intelligence company with equity from Tsinghua [7][10]. - Chen's background in AI research and robotics, particularly his work on model predictive control and end-to-end reinforcement learning, positions the company uniquely in the market [10][12]. Technological Evolution - The company has outlined a three-stage evolution of its embodied intelligence model: 1. First Stage: Development of a frequency-divided VLA model, which integrates slow and fast systems for real-time control, marking a pioneering approach in the field [14][19]. 2. Second Stage: Introduction of a world model to enhance predictive capabilities and data efficiency, significantly improving performance in downstream tasks by 45% [16][18]. 3. Third Stage: Implementation of reinforcement learning to enable autonomous exploration and self-evolution, allowing robots to adapt dynamically to their environments [18][19]. Market Position and Strategy - Star Motion Era has achieved over 500 million RMB in cumulative orders, with 50% of its business coming from overseas markets. The company has established itself as a key player in logistics, with operational efficiencies reaching 70% in certain scenarios [25][26]. - The company’s strategy of selling modular components, such as the XHAND1 robotic hand, allows for gradual cost reduction and data acquisition, creating a feedback loop for further development [25]. Industry Landscape - The embodied intelligence sector is witnessing a clear path differentiation, with various companies adopting distinct strategies: - Star Motion Era follows a "full-stack self-research" approach, integrating both hardware and software, which provides a systemic advantage in technology control and cost efficiency [29]. - Other players in the market are categorized into "brain-first," "body-first," and "supply chain integration" paths, each with unique technological focuses and commercialization strategies [29]. Challenges Ahead - Despite its achievements, Star Motion Era and the broader industry face significant challenges, including the need for improved adaptability in unstructured environments, high costs of precision actuators, and limitations in battery life for advanced robots [31][32]. - The industry is transitioning from "wild growth" to "regulated development," which may accelerate the process of market consolidation and competition [31].