继续向构建可信赖的超级具身智能系统目标迈进。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 它石智航（ TARS） 日前 完成 1.22亿美元天使+轮融资。本轮融资由美团战 投领投，钧山投资、碧鸿投资、国汽投资、临港科创投、赛富投资基金、建发新兴投资共同跟投。老 股东线性资本、襄禾资本等持续加码。 值得注意的是，今年 3月 26日， 它石智航 刚刚 宣布完成天使轮 1.2亿美元融资 ，彼时 创下 了 中国具身智能行业天使轮最大融资额纪录。 本文由公众号IPO早知道（ID：ipozaozhidao）原创撰写，如需转载请联系C叔↓↓↓ 换言之， 它石智航 的天使轮（包括天使 +轮）累计总规模为2.42亿美元。 成立于 2025年2月5日 的 它石智航 是 一家由 AI 驱动的具身智能技术公司。成立5个月时间里，团 队以行业首创的 Human-Centric 具身数据引擎为技术核心，全力研发全球领先的物理世界AI和通 用机器人全栈技术体系，继续向构建可信赖的超级具身智能系统目标迈进。 在团队方面， CEO 陈亦伦博士是中国具身智能、自动驾驶领域技术 ...

采写：南都记者 杨柳 今年3月26日，成立于2月5日的它石智航完成天使轮1.2亿美元融资，一举创下中国具身智能行业天使轮 最大融资额纪录，引起市场热议。该轮融资由蓝驰创投、启明创投共同领投，线性资本、恒旭资本、洪 泰基金、联想创投、襄禾资本、高瓴创投跟投。 不少业内人士提到，在具身智能前景不够明晰的情况下，投资机构尤为看重创始人的身份背景。 公开信息显示，它石智航的创业团队出身智驾领域，属于资本青睐的类型。它石智航创始人兼 CEO陈 亦伦曾任华为自动驾驶CTO；作为联合创始人和首席科学家的丁文超，曾从0到1主导华为智驾端到端决 策网络；首席架构师陈同庆，此前担任华为ADS（高级驾驶系统）智能导航部部长；董事长李震宇曾任 百度智能驾驶事业群总裁，是中国无人驾驶领军人物。 它石智航目前并未公开成型的产品。丁文超曾介绍，公司从一开始就做机器人算法和本体的全栈布局， 目的是构建可信赖的AI机器人解决方案。其中的技术核心是"AI世界引擎"（AI World Engine），丁文超 将其称为具身版的GPT模型。他介绍，"AI世界引擎"主要预测两个关键因素：第一是看到某个场景后采 取什么样的行动；第二是建立一个模型，模拟行 ...

Core Viewpoint - The company Itashizhihang has successfully completed a $122 million angel round financing, marking a significant milestone in the field of embodied intelligence, which is currently a hot entrepreneurial sector in China [4][5][8]. Financing Details - Itashizhihang raised $122 million in its latest financing round, led by Meituan's strategic investment, with participation from various investors including Junshan Investment, Bihong Investment, and others [5][6]. - This financing round is noted to be the largest angel round in the Chinese embodied intelligence industry [8]. Company Background - The company is founded by Chen Yilun, a former chief scientist at Huawei's automotive business unit, who has extensive experience in intelligent driving systems and robotics [8]. - Chen Yilun has a strong academic background, holding degrees from Tsinghua University and a PhD from the University of Michigan, and has been involved in the field of embodied intelligence since his undergraduate studies [8]. Future Plans - The new funding will assist Itashizhihang in developing a comprehensive technology system, including the Human-Centric digital engine, and expanding its ecosystem and resource scenarios [6]. - The company has initiated a global talent recruitment plan to enhance its capabilities in the field [6].

Core Viewpoint - The company, Itashizhi, has successfully completed a $122 million angel round financing, marking a significant milestone in the field of embodied intelligence [2][3]. Financing Details - Itashizhi raised $122 million in its angel round financing, led by Meituan's strategic investment, with participation from various investors including Junshan Investment, Bihong Investment, and others [3]. - This financing round is noted as the largest angel round financing in China's embodied intelligence sector [5]. Company Background - The company is founded by Chen Yilun, a former chief scientist at Huawei's automotive business unit, who has extensive experience in intelligent driving systems and robotics [5]. - Chen Yilun has a strong academic background, holding degrees from Tsinghua University and a PhD from the University of Michigan, and has been involved in the field of embodied intelligence for many years [5]. Future Plans - The new funding will assist Itashizhi in developing a comprehensive technology system, including the Human-Centric digital engine, and expanding its ecosystem and resource scenarios [3]. - The company has initiated a global talent recruitment plan to attract top professionals in the field [3].

Core Insights - The company "Star Motion Era" has completed nearly 500 million RMB in Series A financing, led by Dinghui VGC and Haier Capital, with participation from other investors, to enhance humanoid robot technology development and mass production [2] - The humanoid intelligence sector is experiencing a financing boom, with significant investments in companies like Yushut Technology and Galaxy General, indicating a rapid growth phase in the industry [2][5] - Star Motion Era has established partnerships with 9 of the top 10 global tech giants and has delivered over 200 products this year, with more than 50% of orders coming from overseas [3][4] Company Developments - Star Motion Era has made significant progress in technology research and commercialization, completing a business layout from "research - industry - service" [3] - The company is focusing on high-value scenarios in large-scale industries, collaborating with partners like Beizhi Technology and Haier to enhance logistics and retail service experiences [3] - The development of the VLA model ERA-42 allows robots to perform complex operations through voice commands, showcasing advancements in both model and hardware capabilities [4] Industry Trends - The humanoid intelligence sector is entering a high-growth phase, with increased capital inflow and rising valuations for leading companies [5] - Despite the capital enthusiasm, the industry faces challenges such as environmental perception, hardware stability, and data accumulation, which are critical for large-scale commercialization [6][7] - The industry is at a pivotal moment, transitioning from "technology validation" to "commercial validation," requiring deep integration of algorithms, hardware, data, and scenarios [7]

Core Viewpoint - The article introduces AutoRobo Knowledge Planet, a job-seeking community focused on autonomous driving and embodied intelligence, aimed at helping students quickly match with suitable positions and prepare for interviews [1][3]. Group 1: Community Overview - AutoRobo Knowledge Planet is a platform for job seekers in the fields of autonomous driving, embodied intelligence, and robotics, currently hosting nearly 1,000 members from various companies such as Horizon, Li Auto, Huawei, and Xiaomi [3]. - The community includes both experienced professionals and students preparing for upcoming job fairs in 2024 and 2025, covering a wide range of topics related to autonomous driving and embodied intelligence [3]. Group 2: Content and Resources - The platform provides a wealth of resources including interview questions, interview experiences, industry reports, salary negotiation tips, and services for resume optimization and internal referrals [3][5]. - AutoRobo has compiled a comprehensive list of 100 questions related to autonomous driving and embodied intelligence, which are essential for job seekers [9][10][13]. Group 3: Industry Reports - The community offers various industry reports to help members understand the current state, development trends, and market opportunities within the autonomous driving and embodied intelligence sectors [16][17]. - Reports include topics such as the World Robotics Report, Chinese Embodied Intelligence Venture Capital Report, and in-depth studies on the development of humanoid robots [17]. Group 4: Interview Experiences - The platform shares both successful and unsuccessful interview experiences across different roles, providing insights from various companies and positions, including algorithm engineering and product management [19][20]. - This collection of experiences aims to help members learn from past candidates' journeys and avoid common pitfalls during the interview process [20][21]. Group 5: Salary Negotiation and Professional Development - AutoRobo provides guidance on salary negotiation techniques and common HR questions to prepare members for discussions regarding compensation [22][25]. - The community also shares foundational resources, including recommended books and skills necessary for roles in robotics, autonomous driving, and AI [23][24].

Core Viewpoint - Genesis AI, a startup in the field of embodied intelligence, has completed a record-breaking seed round financing of $105 million (approximately 750 million RMB), marking the largest seed round in Silicon Valley's embodied intelligence sector [2][10]. Company Overview - Genesis AI was founded by a team of young scholars led by 1994-born Zhou Xian, who graduated with honors from Nanyang Technological University and later pursued a PhD in robotics at Carnegie Mellon University [5]. - The company aims to combine physics engines with generative AI technology to create a 4D physical world based on natural language descriptions, specifically designed for general-purpose robots and physical AI applications [6]. Team Composition - The founding team consists of around 20 members, with an average age of under 28, many of whom previously worked on the Genesis project [7]. - Key team members include Xu Zhenjia, Wang Zunxuan, and Qiao Yiling, all of whom have impressive academic backgrounds and experience in AI and robotics [7][8]. Investment Landscape - The seed round was led by Khosla Ventures and Eclipse, with participation from notable investors such as Eric Schmidt and Sequoia China, making it the largest seed round for a Chinese team in Silicon Valley [10]. - The investment community is optimistic about the potential of Genesis AI, with Khosla Ventures expressing strong confidence in the team's direction [10]. Industry Trends - The embodied intelligence sector is experiencing a surge in financing, with significant investments in Chinese companies like Yinhe General and Yushu Technology, indicating a growing interest and competition in the market [12][13]. - Reports suggest that China is emerging as a leader in the humanoid robot industry, with 56 out of 100 core companies in the sector based in China, capturing 63% of the global market share [14]. Future Outlook - The year 2025 is anticipated to be a pivotal year for the robotics industry, with numerous financing events already recorded in 2023, highlighting the rapid growth and potential of domestic robotics companies [13]. - Despite the rapid development, challenges remain in terms of technology maturity and commercialization, necessitating patience and strategic investment in the sector [14].

Core Insights - The embodied intelligence sector is experiencing unprecedented investment and interest, with discussions on whether there is a bubble and which applications will mature first [1][3] Investment Landscape - The current investment scale in embodied intelligence is significantly lower than that in the smart automotive sector, indicating potential for growth once scalable commercial applications are identified [3][4] - Companies believe that more capital is needed to bridge the financing gap between domestic and international players, with domestic leading companies operating at a scale of tens of billions of RMB compared to tens of billions of USD for their US counterparts [3][4] Market Applications - B-end applications are seen as the most suitable for initial deployment, particularly in areas like logistics, quality inspection, and manufacturing processes [6][7] - The industry is exploring various strategies, including the replacement of human labor in hard-to-fill positions, with a gradual expansion into more complex scenarios over the next few years [6][7] Technological Development - The VLA (Vision, Language, Action) model is considered a key framework for the future of robotics, with ongoing improvements in data collection and model training methodologies [7][8] - The industry is moving towards a unified model paradigm, emphasizing the importance of integrating visual, linguistic, and action capabilities in robotic systems [8] Competitive Landscape - The embodied intelligence sector is expected to evolve similarly to the smartphone and automotive industries, with a diverse range of players including hardware manufacturers and AI developers [9][10] - The market is anticipated to consolidate into a limited number of major players, with a focus on maintaining technological barriers and establishing closed-loop commercial applications [10][11]

Core Viewpoint - The article discusses the importance of choosing relevant majors in the context of the booming AI and robotics industries, highlighting the advice from Wang Xingxing, founder of Yushu Technology, on filling out college applications based on personal interests and industry trends [1]. Group 1: Industry Trends - The AI and robotics sectors are experiencing significant innovation and market growth, prompting a reevaluation of educational paths for students [1]. - There is a growing emphasis on "new engineering" disciplines, suggesting a shift in focus from traditional liberal arts to more technical fields [1]. Group 2: Educational Recommendations - Wang Xingxing recommends students who enjoy hands-on activities, such as disassembling and repairing electronic products, to consider majors in mechanical or electronic engineering [1]. - The article raises questions about the relevance of liberal arts majors in the current job market, indicating a potential decline in their attractiveness compared to technical fields [1].

2025.06. 25 根据智联招聘发布数据，低空经济、具身智能、智能制造、芯片领域等新兴和未来产业的职位招聘增 速较高，无人机工程师、机器人调试工程师、算法工程师、机械工程师、半导体工艺工程师、半导体 设备工程师等职业的招聘职位数同比增速均在30%以上。 低空经济、商业航天等硬科技产业链条长、分工精细，报考相关专业需要厘清产业链条，考虑自身兴 趣与产业链中各环节的匹配度。以低空经济为例，eVTOL (electric Vertical Take-off and Landing, 电动垂直起降航空器)只是其中的一个细分领域。 "整条产业链可划分为上游、中游和下游，每个领域有不同的侧重。"天际线eVTOL创始人罗科迪所 说的"上游"，指的是包括研发设计、基础原材料、核心组件与零部件生产等环节所在的行业。他所在 的主机厂商一般被视作为行业中游，而下游则偏应用，通常是一些运营服务商和飞行保障商。罗科迪 建议，如果是对技术方向感兴趣，可以报考航空类的专业，如果想要涉及一些商业相关的领域，也可 以考虑工商管理、市场等方面的专业。 他向记者指出，不同环节对人才的需求存在差异。"整个行业既需要纯技术人才，也需要技术与商业 ...