每经记者：李蕾 每经编辑：赵云 机器人赛道火爆到什么程度？连企业创始人都开始"反向"向投资人收交流费了。 《每日经济新闻》记者获悉，近日，某机器人企业创始人的聊天截图在业内广泛流传。该创始人表示："由于之前投资人聊的多以学习 为主，之后投资人交流，每人都要收5000元交流费。" 想跟热门企业创始人交流？先交5000元，哪怕你是投资人。最近，一则某机器人企业创始人的聊天记录截图在创投圈流传出后，引起 不少创业者共鸣的同时，也招来了一些争议。有机构人士评论，也算见了不少创始人，这样的要求还是第一次见，"这是还没有见识资 本市场的险恶"。 此情此景，让人想起前不久的一则业内消息：某热门赛道创始人因为频繁接待前来调研的VC（风险投资）机构，不堪其扰之下提 出"来尽调得先支付误工费"的要求。 2023年，深圳一家科技公司曾在官网挂出一份说明，投资人要先付1000万元才可做尽调，被大家戏称为"史上最强创业者"。 究其背景，一方面是机器人赛道持续火热，明星公司可谓被投资机构"踏破门槛"。 根据CVSource（投中集团旗下在线信息产品）投中数据，截至8月22日，机器人领域的投资事件已超过340起，几乎与2024年全年的数 ...

Core Insights - The humanoid robot industry is approaching a commercialization milestone, with 2025 anticipated as a pivotal year for market entry [1][2] - Major companies like Yushu Technology, Zhiyuan Robotics, and Ubtech have secured significant orders, indicating strong market demand [1] - The World Robot Conference (WRC) highlighted key commercial scenarios for humanoid robots, including exhibitions, educational settings, and competitive events [1][3] Industry Trends - Investment logic in the humanoid robot sector is shifting from demo performance to production and delivery capabilities [2][7] - The investment landscape is becoming increasingly competitive, with a surge in financing activities observed in mid-2023 [2][10] - The market for exhibition and demonstration robots is projected to reach a scale of hundreds of billions, indicating substantial growth potential [5] Market Dynamics - The education sector is currently the largest customer base for humanoid robots, with applications in K12 and vocational education [4] - Rental and commercial performance markets are also significant, despite decreasing rental prices [4][5] - Companies are exploring various applications beyond exhibitions, such as in tourism and sports, to enhance revenue streams [5][6] Investment Landscape - The total investment in the robotics sector from January to July 2023 exceeded 240 billion, indicating a robust funding environment [10] - The upcoming IPOs of leading companies like Yushu Technology and Zhiyuan Robotics are expected to influence market valuations positively [11] - The industry is anticipated to undergo a "淘汰赛" (elimination round) by late 2024, as competition intensifies and only the most capable companies survive [11][12]

Core Insights - The humanoid robot industry is approaching a commercialization milestone, with 2025 anticipated as a pivotal year for market entry [1] - Major companies like Yushu Technology and ZhiYuan Robotics have secured significant orders, indicating growing demand [1] - The current focus for commercialization lies in exhibition, education, and event scenarios, while industrial applications still require further development [1][2] Investment Trends - Recent months have seen a surge in investment activity in the humanoid robotics sector, with notable funding rounds for companies like Yushu Technology and Galaxy General [4] - Investment logic is shifting from evaluating demo effects to assessing mass production and delivery capabilities [2][9] - The market is expected to differentiate between companies with real delivery capabilities and those relying on conceptual projects [4] Market Dynamics - The exhibition and education sectors are seen as initial entry points for humanoid robots, with potential for expansion into retail and B2C markets [5][7] - The competition in the exhibition space is intense, with leading companies experiencing high demand for their products [6][7] - The market for exhibition and demonstration is projected to reach a scale of hundreds of billions, indicating ample opportunity for growth [7] Future Outlook - The humanoid robot industry is expected to undergo a "survival of the fittest" phase as it matures, with a focus on companies that can secure funding and adapt to market changes [15] - The anticipated IPOs of leading companies like Yushu Technology and ZhiYuan Robotics may set valuation benchmarks for the industry [13][14] - The overall investment landscape is characterized by a mix of optimism and caution, with a recognition of potential market bubbles [13]