据了解，XDream正致力于打造具备"生命感"的智能体，其首款产品可适配室内与户外多场景使用，具 备高情商与弱语言交互能力，能够在无需复杂指令的情况下，自然地感知并理解用户情绪。 为实现机器人的"情商"和"生命感"，XDream基于人脑在感知、记忆与推理中的信息处理机制，构建出 一个"数字大脑"认知结构。该系统通过模拟人脑信息处理流程的架构，将机器人接收到的数据落到"快 脑/慢脑"分层与时序记忆：快脑负责本能反射与即时反馈，慢脑承载推理与权衡，并叠加机器人本身的 性格、情绪与记忆后，形成更具人性的行为表现。 而炽梦科技核心团队由来自全球顶尖院校的认知科学专家以及资深机器人硬件团队组成。创始人拥有连 续创业经历，曾于17岁时创业的项目被甲骨文（Oracle）收购；联合创始人曾为上市公司创梦天地的联 合创始人。 瑞财经 吴文婷 11月10日，据高瓴创投发布，智能机器人公司XDream Robotics（上海炽梦科技）宣布连 续完成多轮融资，投资方包括高瓴创投（GL Ventures)、智元机器人及厚雪资本等知名机构，高鹄资本 担任独家财务顾问。 XDream Robotics创立于2025年9月，成立仅两个月已完 ...

Core Insights - Zhang Yufeng, former Vice President of Horizon Robotics, has founded a new company called Wujie Power, focusing on the B-end industrial scene with a product line of dual-arm wheeled robots [2][3] - The trend of talent migration from intelligent driving to the robotics sector is evident, as another former executive, Yu Yinan, has also left Horizon to start a consumer robotics company [2][3] Group 1 - Zhang Yufeng's background includes a Master's degree in Engineering and an MBA, with previous roles at global semiconductor giants like SONY and ARM [3] - At Horizon, Zhang was responsible for global business development and built an international customer network across the US, Europe, Japan, and South Korea [3] - He led the development of key products such as Horizon Matrix for autonomous driving and Horizon Halo for in-car interaction [3] Group 2 - The emergence of Wujie Power and the departure of key executives from Horizon Robotics indicate a significant shift in the robotics industry, particularly in the context of intelligent driving talent moving towards robotics [2][3]

Core Viewpoint - The market is poised to welcome the first batch of companion robots, which aim to establish emotional connections with users rather than being mere toys [1][2]. Group 1: Product Development and Features - Lingdong Robot plans to start its first wave of deliveries in August, focusing on human-like interaction through advanced motion capture and emotional recognition technologies [1]. - The core product is a 60 cm tall humanoid robot equipped with an AI module, designed to mimic human actions and respond to emotional cues [4][7]. - The robot's ability to understand and respond to user emotions is enhanced by integrating multimodal inputs, including visual and tactile sensors [7][8]. Group 2: Market Dynamics and Financial Aspects - Companies like Luobo Intelligent and Mengyou Intelligent have recently secured significant funding, indicating strong market interest in companion robots [1]. - The cost of AI modules embedded in toys ranges from 30 to 50 yuan, with potential retail prices for AI-enhanced plush toys reaching up to 500 yuan [11][12]. Group 3: Emotional Value and User Interaction - The emotional value of companion robots is determined by their ability to establish relationships with users, moving beyond simple verbal interactions [2][9]. - Continuous interaction and feedback are essential for the robot to learn and adapt its responses, similar to how humans develop social skills [8][13]. - The concept of "spirituality" in robots, defined by their self-learning capabilities and emotional engagement, is crucial for enhancing user experience [9][12].

Core Viewpoint - The collaboration between Tom Cat (300459) and Yushu Technology focuses on developing a companion robot that integrates AI voice interaction, emotional support, and environmental perception capabilities [1] Group 1: Company Collaboration - Tom Cat has confirmed its partnership with Yushu Technology to test the functionality of the robotic dog product [1] - The aim is to explore the integration of both companies' core functionalities to create a comprehensive companion robot [1] Group 2: Technological Development - The company possesses significant core advantages and technical reserves in AI voice interaction and emotional companionship [1] - Initial research and secondary development work have been conducted, including functional testing, interface adaptation, and system integration [1] - The robotic dog product has achieved voice control functionality in collaboration with Tom Cat's AI robots [1]