新京报贝壳财经讯（记者韦博雅）2月3日，新京报贝壳财经记者获悉，近日，越疆开启第三批全尺寸工 业人形机器人ATOM的2026年量产交付，并分批投入产业一线应用，越疆称，这标志着其人形机器人加 速迈入规模化场景应用新阶段。 据介绍，ATOM 人形机器人具备自主站起、强动态平衡及高精度装配能力，机器人搭载越疆自研 DOBOT-VLA（视觉-语言-动作）模型后，通过端到端技术融合视觉感知、自然语言理解与动作生成， 能将抽象指令转化为结构化任务链，并输出连续、可泛化的动作轨迹。深圳K11影院的爆米花机器人就 是其落地应用的典型案例。 ...

Core Insights - Songyan Power (Beijing) Technology Co., Ltd. has successfully completed nearly 200 million yuan in Pre-B+ round financing, led by CICC Capital, with participation from Yuntai Capital and Houwei Capital, aimed at enhancing technological innovation and expanding high-value application scenarios [1] - The company has raised nearly 500 million yuan in total through five rounds of financing this year, reflecting strong market confidence in its technological foresight and commercialization capabilities [1] - A strategic partnership with leading programming education company "Coding Cat" has been established to create a forward-looking "Humanoid Robot Programming Education Laboratory," integrating Songyan's humanoid robot products with Coding Cat's extensive K12 programming curriculum and user base [1] Financing and Market Position - The recent financing round follows a previous Pre-B round of nearly 300 million yuan completed on October 26, indicating a rapid fundraising pace [1] - The launch of the industry’s first humanoid robot priced under 10,000 yuan, "Xiao Bumi," is seen as a strategic move to penetrate the "quasi-consumer" market, demonstrating the feasibility of low-cost, high-performance humanoid robots [2] - "Xiao Bumi" achieved significant sales, with 100 units sold within an hour of its launch on JD.com and the first batch of 500 units sold out in two days, showcasing strong market demand [2] Technological Innovation and Strategy - The company has increased the self-research ratio of core components and conducted deep vertical integration in its supply chain, optimizing costs and enhancing performance through self-developed domain controllers [3] - Innovations in materials and structural design have led to significant weight reduction while maintaining core strength, creating a positive cycle that lowers costs further [3] - The dual-driven strategy of collaborating with top universities and research institutions ensures technological advancement and secures future industry talent, while the success of consumer-grade products like "Xiao Bumi" validates the demand for humanoid robots beyond industrial applications [3]

Group 1 - Cloud Intelligence Technology's stock opened over 13% higher and surged to a peak increase of over 145% before a short trading suspension was announced, closing at 0.62 HKD per share, representing a gain of over 133% with a trading volume of 21.26 million HKD and a total market capitalization of 435 million HKD [1][1][1] - UBTECH's stock also experienced a rise, opening high and reaching an increase of over 6%, closing at 133.3 HKD per share, up 3.9%, with a total market capitalization of 62.9 billion HKD, and a year-to-date increase of over 142% [1][1][1] - Cloud Intelligence Technology announced a global strategic cooperation agreement with UBTECH on September 21, aiming to promote the large-scale application of humanoid robots in the smart manufacturing sector [1][1][1] Group 2 - According to Cloud Intelligence Technology's mid-year report for 2025, the company reported revenue of 342 million RMB for the first half of the year, reflecting a year-on-year growth of 32%, while the loss narrowed to 2.375 million RMB, a reduction of 85.3% compared to the previous year [4][4][4]