"三个月内连续完成两轮融资"、"中国移动、招商局集团、联想三大'链主'集体押注"，这无疑是一个非 常明确的行业信号：触觉感知将成为具身智能落地的关键，而戴盟将成为这条技术路线中最具商业价值 的企业之一，资本方从中看到了定义具身智能未来的机遇。 2025年，人形机器人的运动能力无疑在突飞猛进，然而能快速奔跑跳跃甚至后空翻的机器人，却可能 拿不稳一颗鸡蛋——这一尴尬反差，正是行业发展的核心痛点。在惊艳的运动性能背后，"精细操作"能 力的缺失，正成为机器人广泛商用落地的关键瓶颈。这一共识之下，攻克高精度、低成本的触觉传感技 术，已成为吸引资本密集入局的焦点赛道。 近日，具身智能触觉感知企业戴盟机器人，宣布完成亿元级战略轮融资，本轮融资由中国移动链长基金 独家投资。值得注意的是，本轮融资距离上一轮由招商局创投领投的融资仅过去两个多月。梳理企业历 次融资不难发现，戴盟的投资者分布几乎覆盖了当下最具决策权与资源协同能力的三大资本体系：国家 级产业资本、科技巨头基金与风投资本。如招商局创投依托央企体系掌握产业级场景资源；联想创投作 为长期深耕硬科技的头部机构，被外界称为"独角兽捕手"；昆仲资本的早期押注，则体现了风投对触觉 ...

当下具身智能领域正处在关键爆发期，而触觉感知让机器人真正具备理解环境、完成复杂交互任务的能 力。 戴盟机器人创始团队来自香港科技大学，凭借全球首创的单色光视触觉感知技术，实现高精度触觉感 知，持续提升机器人灵巧操作能力。公司通过独创的单色光视触觉感知技术，研发出全球首款多维高分 辨率高频率视触觉传感器DM-Tac，其每平方厘米覆盖4万个感知单元，密度远超人类手指感知能力，获 取形貌、纹理、软硬、滑移、压力等高分辨率多模态触觉信息的同时，以毫米级超薄设计通过500万次 按压测试的耐久性验证，具备结构精简、抗干扰性强、响应灵敏等显著优势。 继今年8月获招商局创投领投后，近日戴盟机器人宣布完成新一轮亿元级战略融资，由中国移动 （600941）链长基金投资。据介绍，本次融资将加速企业在前沿技术突破、新品研发及量产、VTLA模 型建设、团队扩建及全球市场开拓方面的布局，进一步巩固戴盟机器人在具身智能触觉感知及灵巧操作 领域的全球领先地位。 截至目前，戴盟机器人已连续完成四轮融资，累计金额达数亿元，持续刷新触觉传感领域天使轮融资纪 录，公司形成"国有资本+市场资本+产业资本"的多元支撑生态，为企业在技术研发、商业化落地及 ...

Core Viewpoint - The article highlights the significant advancements and investment activities in the field of tactile perception technology, particularly by the leading company, Tashan Technology, which has successfully completed two rounds of financing to enhance its core technology capabilities in this domain [1][2]. Investment and Financing - Tashan Technology has recently completed two rounds of financing in the third quarter, attracting investments from 13 firms, including CITIC Jinshi Investment and CITIC Securities, with the total financing amount reaching several hundred million yuan [1]. - The funds will primarily focus on the iteration of core tactile perception technologies, aiming to transition from laboratory prototypes to large-scale commercial applications [2]. Industry Bottlenecks and Challenges - The article identifies three major technical bottlenecks in the tactile perception industry: - Signal processing lag: Traditional chip architectures struggle to achieve low-latency and low-power real-time analysis of high-frequency, multi-dimensional tactile signals [5]. - Inefficient data collection: High-quality tactile data collection is costly and lacks standardization, leading to underdeveloped algorithm models [6]. - Insufficient scene adaptation: Laboratory technologies often fail to handle the diverse materials, shapes, and interaction tasks found in real-world environments, resulting in weak generalization capabilities [7][8]. Technological Advancements - Since its establishment in 2017, Tashan Technology has focused on overcoming these challenges by building a top-tier interdisciplinary team and collaborating with the University of Manchester to develop foundational technologies [9]. - The company has successfully addressed core issues such as multi-dimensional perception signal synchronization and has established a comprehensive technology system encompassing AI tactile chips, tactile sensors, algorithm models, and industry solutions, capturing over 80% of the market share in the tactile perception segment [9]. Innovative Products - Tashan Technology has developed the world's first mixed-signal AI tactile chip, which utilizes a distributed spiking neural network architecture to achieve real-time processing of tactile signals with an ultra-high force resolution of 0.01N [11]. - The TS-F fingertip tactile sensor, built on this chip, integrates multi-dimensional capabilities such as three-dimensional force perception, proximity sensing, and material recognition, and has been successfully tested and integrated with products from major dexterous hand manufacturers [13]. Application Scenarios - The tactile perception robots developed by Tashan Technology have achieved significant upgrades, enabling them to autonomously complete tasks such as grabbing and delivering without human assistance, thereby reducing service error rates [14]. - The company is also exploring applications in non-traditional fields, such as a platform for processing crayfish, demonstrating the potential of tactile technology in agricultural automation [16]. Future Directions - Tashan Technology aims to address the industry bottlenecks by enhancing multi-modal integration technology and expanding the training scenario library for robots, focusing on essential applications in precision manufacturing and service interactions [19]. - The recent financing rounds not only reflect the market's recognition of the strategic value of tactile technology but also signify a critical phase in the evolution of embodied intelligence, moving towards refined perception and practical operation capabilities [19].

Core Insights - The article discusses the evolution and current state of embodied intelligence, focusing on the roles of the brain and cerebellum in robotics, where the brain handles perception and planning, while the cerebellum is responsible for execution [3][10]. Technical Evolution - The development of embodied intelligence has progressed through several stages, starting from grasp pose detection, moving to behavior cloning, and now advancing to diffusion policy and VLA models [7][10]. - The first stage focused on static object grasping with limited decision-making capabilities [7]. - The second stage introduced behavior cloning, allowing robots to learn from expert demonstrations but faced challenges in generalization and error accumulation [8]. - The third stage, marked by the introduction of diffusion policy, improved stability and generalization by modeling action sequences [8]. - The fourth stage, emerging in 2025, explores the integration of VLA models with reinforcement learning and world models to enhance robots' predictive and interactive capabilities [9][10]. Current Trends and Applications - The integration of VLA with reinforcement learning enhances robots' trial-and-error learning and self-improvement abilities, while the combination with world models allows for future prediction and better planning [10]. - The article highlights the growing demand for embodied intelligence applications across various sectors, including industrial, home, restaurant, and medical rehabilitation, leading to increased job opportunities and research interest in the field [10]. Educational Initiatives - The article outlines a structured learning program aimed at equipping individuals with comprehensive knowledge of embodied intelligence algorithms, including practical applications and real-world projects [11][14]. - The course targets individuals with a foundational understanding of embodied intelligence and aims to bridge the gap between theoretical knowledge and practical deployment [18][24].

Core Insights - A new star company in the robotics sector, Qianjue Robotics, has completed a significant Pre-A round financing, raising over 100 million yuan, led by Foton Capital and supported by various industry players including Li Auto and Binfu Capital [1][4] - The funding will primarily be used for technology research and development, product iteration, team expansion, and market channel development, aiming to enhance the company's full-chain business layout [1][4] - The robotics market is experiencing a surge in investment, particularly in companies with innovative technologies and practical applications, indicating a shift from early-stage financial capital to increased participation from industrial capital as companies mature [1][4] Company Overview - Qianjue Robotics focuses on multi-modal tactile perception technology, aiming to address the critical gap in tactile sensing within the robotics industry [4][5] - The company has established partnerships with leading clients such as Zhiyuan Robotics, Li Auto, and Google DeepMind, validating its technology in various advanced applications [3][4] - Founded on May 17, 2024, Qianjue Robotics is led by Professor Ma Daolin, who has a strong academic background and extensive experience in robotics technology [6][8][10] Technology and Product Development - Qianjue Robotics has developed a comprehensive technology path that includes tactile sensors, data acquisition systems, simulation tools, and control systems, forming a complete technical loop [12] - The G1-WS tactile sensor, designed for robotic grippers, achieves a measurement resolution of 50,000 points per square centimeter, significantly surpassing traditional tactile sensors [12] - The Xense_Sim tool, a groundbreaking tactile simulation tool, addresses industry challenges by accurately simulating tangential motion and force information, enhancing the training model's generalization ability [12][13] Market Potential - The global market for intelligent robot perception technology is projected to reach 53.1 billion yuan by 2025, with a compound annual growth rate exceeding 20%, indicating substantial growth opportunities for companies in this sector [4] - Traditional tactile sensors face limitations in measuring pressure distribution and spatial resolution, which hampers the advancement of robotic intelligence [4] - Qianjue Robotics' solutions aim to transition the industry from "perception deficiency" to "precise interaction," providing new momentum for technological breakthroughs in robotics [5][11]

Core Insights - A new star enterprise in the robotics sector, Qianjue Robotics, has completed a Pre-A round financing of over 100 million yuan, led by Foton Capital and supported by major market players like Ideal Auto and others [1][4] - The investment will primarily focus on technology research and development, product iteration, team expansion, and market channel development, enhancing the company's full-chain business layout [1][4] - The robotics industry in China is experiencing a surge in financing, particularly for companies with innovative technologies and practical applications, indicating a shift from technology validation to large-scale implementation [1][4] Investment and Market Dynamics - The participation of industrial capital, especially from the manufacturing sector, in Qianjue Robotics' financing round highlights the recognition of the company's prospects and the potential for its tactile perception technology in real-world applications [1][4] - The global market for intelligent robot perception technology is projected to reach 53.1 billion yuan by 2025, with a compound annual growth rate exceeding 20%, indicating significant growth potential for the industry [4][5] Technological Advancements - Qianjue Robotics has achieved technology validation and application in various advanced scenarios, including dexterous manipulation, industrial precision assembly, tactile detection, flexible logistics, and smart home systems [3][4] - The company focuses on multi-modal tactile perception technology, addressing the limitations of traditional tactile sensors, which often struggle with spatial resolution and interaction complexity [5][6] Product Development - Qianjue Robotics has developed a comprehensive product matrix, including tactile sensors, data acquisition systems, simulation tools, and control systems, creating a complete technological closed loop [12][14] - The G1-WS tactile sensor offers high precision with a measurement resolution of 50,000 points per square centimeter, significantly surpassing traditional tactile sensors [12][14] - The Xense_Sim tactile simulation tool is the first of its kind to accurately simulate tangential motion and force information, addressing industry challenges related to data collection and enhancing model training capabilities [14][16] Team and Leadership - The company is led by Professor Ma Daolin, a prominent figure with a strong academic background and extensive experience in robotics, which contributes to the company's technological and operational capabilities [9][11] - The core team comprises members from top institutions, ensuring a blend of academic breakthroughs and practical engineering applications, fostering a positive cycle of research and industry validation [11][17]

Group 1 - The core focus of the article is on the rising interest and investment in the field of embodied intelligence, particularly in the context of the startup Qianjue Robotics, which specializes in tactile perception technology [1][3]. - Qianjue Robotics has successfully completed its third round of financing this year, attracting significant investments from notable venture capital firms and industry players like Li Auto [1][3]. - The company's multi-modal tactile perception technology allows robots to adjust their grip based on micro-level pressure feedback, enhancing their ability to handle delicate tasks [3]. Group 2 - Qianjue Robotics is extending its applications across five major scenarios, including precision assembly in automotive manufacturing and tactile detection in cosmetic packaging [3]. - The collaboration with Zhiyuan Robotics has led to the development of a home assistant capable of distinguishing between fresh and wilted vegetables, showcasing the advanced capabilities of their tactile sensors [3]. - According to a McKinsey report, the global embodied intelligence market is projected to exceed $100 billion by 2028, with tactile perception identified as a key technological breakthrough [3]. Group 3 - Analysts from Sequoia Capital note that while visual and voice technologies have matured, tactile perception is the next competitive frontier in robotics [4]. - The competition in the tactile perception space is intensifying, with companies like Boston Dynamics and Amazon making significant advancements in similar technologies [4]. - Challenges remain in the mass production and standardization of tactile sensors, as different industries have vastly different precision requirements [4].

Core Viewpoint - The article highlights the advancements in tactile sensing technology by Modulus Technology, emphasizing its successful completion of a multi-million Pre-A funding round to enhance production capacity and deepen market penetration across various sectors such as robotics, smart vehicles, and healthcare [1][2]. Group 1: Company Overview - Modulus Technology, founded in 2024, is one of the few companies globally capable of mass-producing industrial-grade multimodal tactile sensing technology, aiming to integrate this technology into both industrial and consumer applications [2]. - The founding team consists of elite talents from Xiamen University and Hong Kong University, along with experienced executives from well-known hard-tech companies, all with over ten years of experience in tactile sensor research and engineering [2]. Group 2: Market Potential - According to VMR's latest report, the global tactile sensor market is expected to exceed $26 billion by 2028, with the electronic skin market for humanoid robots in China projected to reach 9 billion yuan by 2030, reflecting a compound annual growth rate of 64.3% [3]. - Mastery of tactile perception is seen as crucial for the next generation of smart devices across various sectors, including industrial inspection, embodied intelligence, smart vehicles, and wearable technology [3]. Group 3: Technological Advancements - Modulus Technology focuses on material innovation and algorithm integration to create a comprehensive product matrix for tactile sensing, ensuring both sensitivity and manufacturability [3]. - The company has developed various tactile sensing products, including flexible electronic skin, industrial pressure distribution detection systems, high-sensitivity temperature and pressure sensors, and fabric-based flexible sensors for smart automotive interiors [5][7][9]. Group 4: Commercialization and Applications - Modulus Technology has successfully transitioned from laboratory research to commercial production, providing innovative solutions across multiple industries, including consumer electronics, healthcare, and smart home applications [11][12]. - The company collaborates with leading manufacturers in the intelligent manufacturing sector and has established partnerships in the humanoid robotics and smart automotive industries to enhance operational precision and user experience [14][15].

Core Insights - The article highlights that Pasini has successfully completed a 1 billion yuan Series A financing round led by JD.com, with participation from various investors, indicating strong market interest and confidence in the company's technology [2][4]. Company Overview - Pasini, established in 2021, focuses on "multi-dimensional touch + embodied intelligence" and has developed a unique 6D Hall array sensor chip, ITPU touch processing unit, and flexible touch sensors, creating the world's only Super EID Factory capable of producing 200 million full-modal data annually [3]. Financing Purpose - The funds from this financing round will be allocated to three main areas: enhancing the R&D of Hall array chips and touch sensors for higher integration and lower power consumption, expanding the Super EID Factory to improve data collection scale and quality, and collaborating with industry partners like JD.com and BYD to accelerate the deployment of touch perception technology in smart logistics, automotive manufacturing, and healthcare [4]. Investment Rationale - JD.com's Vice President and Head of Strategic Investment, Hu Ningfeng, emphasized that JD.com is committed to future physical intelligence, recognizing Pasini's leading touch perception technology and unique full-modal data loop, which has already demonstrated significant cost reduction and efficiency improvements in warehouse picking scenarios [4]. Market and Policy Context - The article notes that the recent release of the Ministry of Industry and Information Technology's "Guiding Opinions on the Innovative Development of Humanoid Robots" and the corresponding management measures for robot industry funds in Beijing create a favorable policy environment, aligning with market needs for cost reduction and efficiency improvements [4].

Core Insights - The article highlights the successful financing of Pashini Perception Technology, which raised 1 billion RMB in just four months, indicating strong investor confidence in the company's leading technology in the field of tactile sensors [1][3] - Pashini is building a core ecological closed loop for "embodied intelligence," focusing on high-precision physical perception, integrated hardware-software architecture, and vast datasets, which are crucial for the evolution of embodied intelligence [2][4] Financing and Investment - Pashini's recent A-series financing was led by JD.com, with participation from several prominent investors, including Hunan Caixin Industrial Fund and TCL Venture Capital, showcasing a robust backing from both institutional and industrial capital [1][3] - The company has previously attracted significant investments from major players like BYD, indicating its strong market position and technological capabilities [5] Technological Advancements - Pashini's core product is a tactile sensor that has achieved a breakthrough in sensitivity and precision, essential for advanced interactions and autonomous actions in humanoid robots [3][4] - The collaboration with NVIDIA enhances Pashini's capabilities, allowing for rapid data processing and algorithm optimization, which is critical for the development of humanoid robots [2][3] Market Position and Future Prospects - Pashini is recognized as a leading developer of high-precision multi-dimensional tactile sensors, positioning itself as a key player in the humanoid robotics market [3][5] - The company aims to expand its applications across various sectors, including smart logistics, retail services, and medical care, leveraging its strong partnerships to drive efficiency and reliability in the industry [5]