作者 | 吴梅梅 来 源 | IT桔子 图 片 | 豆包AI生成 据IT桔子数据，国内机器人赛道融资事件在今年呈现加速增长的态势，2025年Q3共有243笔投资事件，同比增102%；估算总融资额为198.13亿元，同比增 长了172%。 具体到各个拿钱的机器人公司，有26家机器人创业公司在Q3获得了数亿元以上的融资，这些公司总计拿走了整个赛道一级市场融资总额的63%。 以前20家为例，有一个更加惊人数据发现是——有15家机器人公司最近多多少少都拿了国资的钱，占比达到了75%； 仅有1/4的机器人公司在最新的投资方名单中没有出现国资机构。 举些例子： 雄安基金投资了独角兽企业"梅卡曼德机器人"； 合肥滨湖金投投了众擎机器人和零次方机器人； 北京国管投资了松延动力Noetix和云深处科技； 苏州基金投资了一星机器人…… 不难看出，各地方国资都在重金布局机器人。 国资投资布局这些机器人公司无外乎有两个原因： 一个是给钱支持本地的机器人产业，以创新的初创企业为主；另外一个则是投资外地已经具有一定规模的机器人公司，吸引其到当地落地，也是股权投资 换招商引资的方式。 接下来看看，按照Q3融资额排序，融资最多的前20家机器 ...

Core Viewpoint - Leju Robotics, a leading player in humanoid robotics, has completed nearly 1.5 billion yuan in Pre-IPO financing, aiming to enhance technology development and expand its industrial applications [1][4]. Company Overview - Founded in 2016, Leju Robotics is among the earliest companies in China to focus on humanoid robots, with a core team from Harbin Institute of Technology [4]. - The company has launched several humanoid robot products, including Kuavo, Aelos, and Roban, which are utilized in industrial manufacturing, commercial services, and educational research [4]. Financing Details - The recent financing round attracted numerous investors, including Shenzhen Investment Control Capital and Dongfang Precision [1]. - Following the announcement, shares of associated companies like Dongfang Precision and Top Group saw increases of 2.18% and 1.54%, respectively [1]. Technology Development - Leju plans to explore the integration of Model-Based and Reinforcement Learning algorithms for its "small brain" control system and develop a "big brain" model that meets industry needs [5]. - The company aims to enhance its core technology and achieve large-scale production of humanoid robots [4]. Industrial Chain and Collaborations - Leju has invested in several upstream and downstream companies, including those specializing in integrated joints and motors [6]. - The company collaborates with notable firms such as Huawei and Tencent to explore extensive industrial applications [6]. Market Position and Future Plans - Leju has transitioned to a joint-stock company and is advancing its IPO plans, competing with Yushu Technology for market entry [7]. - The company is recognized as an important partner in Huawei's ecosystem, having launched the first humanoid robot based on Huawei's HarmonyOS [6].

Leju Robotics raised more than $200 million in fresh funding ahead of a planned listing, demonstrating sustained investor interest in China’s emerging humanoid robot sector https://t.co/X1VnaYmIu3 ...

Core Viewpoint - The article highlights the launch of the Bumi robot by Songyan Power, marking a significant step in making humanoid robots accessible to consumers with a price point of 9998 yuan, which is lower than many high-end smartphones, thus entering the consumer-grade market for the first time [4][5][39]. Product Overview - The Bumi robot features 21 degrees of freedom (DOF), allowing for advanced movement capabilities, including walking, dancing, and interacting with users [20][36]. - Weighing only 12 kg and standing at 94 cm, Bumi is designed to be lightweight and safe for children, making it suitable for educational and entertainment purposes [16][17][34]. - The robot is equipped with a 48V battery system, providing a runtime of 1 to 2 hours, which is adequate for short-term applications [32][33]. Company Background - Songyan Power has rapidly gained attention in the humanoid robot industry, completing six rounds of financing within two years and becoming a key player in the market [7][39]. - The company first gained public recognition during the Beijing Yizhuang Half Marathon, where its N2 robot independently completed the race, showcasing its capabilities [8][9]. Technological Innovation - The company utilizes self-developed servo motors and advanced motion control algorithms to ensure precise and stable movements of the robots [41]. - Songyan Power has made significant advancements in deep reinforcement learning, allowing robots to learn and adapt through trial and error, enhancing their performance in complex tasks [43][45]. Market Strategy - The company focuses on smaller humanoid robots, which are more affordable and versatile compared to full-sized models, catering to various applications in education, entertainment, and exhibitions [40][46]. - The successful integration of domestic supply chains has enabled the company to reduce costs and enhance production capabilities, contributing to the competitive pricing of the Bumi robot [47][48].

高尔夫拾球机器人市场概述 高尔夫拾球机器人是一种专门设计用于高尔夫球场的自动化设备，用于自动收集散落在球场上的高尔夫球。其核心功能是通过传感器、视觉 系统、运动控制等技术，实现高尔夫球的识别、定位、抓取和存储，从而替代人工完成重复性、高强度的捡球任务。这类机器人可以提升捡 球效率，减少人工成本，并改善球场运营的流畅性。 据 QYResearch 调研团队最新报告"全球高尔夫拾球机器人市场报告 2025-2031 "显示，预计 2031 年全球高尔夫拾球机器人市场规模将达到 1.7 亿美元，未来几年年复合增长率 CAGR 为 11.6% 。 高尔夫拾球机器人，全球市场总体规模 全球高尔夫拾球机器人市场前 6 强生产商排名及市场占有率 全球高尔夫拾球机器人市场前 6 强生产商排名及市场份额 | 排名 | 企业 | | 份额（ 2 024 ） | | --- | --- | --- | --- | | 1 | Korechi | 25% | | | 2 | Range Servant | 22% | | | 3 | Wayrobo | 18% | | | 4 | Relox Robotics | 12% | | | ...

机器人大讲堂获悉， 国 产高端伺服驱动技术领 军企业"苏州西恩科技有限公司"（以下简称"西恩科技"）近日官宣连续完成Pre-A轮与Pre-A+轮合计数亿元融资。 Pre-A轮融资由钟鼎资本领投，老股东经纬创投、建发新兴投资跟投；Pre-A+轮融资由国投招商领投，洪泰基金、中鑫致道资本等投资机构及上市公司绿的谐波、 景业智能（旗下产业基金正景资本）跟投，老股东经纬创投持续加码。以上融资将重点投向公司高端产品的持续研发、量产能力建设及市场拓展，深化机器人产业 链布局，助力中国智能机器人核心部件领域掌握全球话语权。 ▍哈工大技术团队支撑，构建"芯片+算法"全栈自研能力 据机器人大讲堂了解，西恩科技成立于2021年，是一家专注于 高端伺服驱动技术创新研发 的专精特新型高科技企业， 致力于在四足机器狗、人形机器人、航空航 天、半导体装备、工业自动化等不同领域，为各类客户提供高效率、高精度和高可靠的解决方案。 在核心团队方面，西恩科技依托哈尔滨工业大学技术团队，不仅构建"芯片+算法"全栈自研能力，更将产品性能达到国际一线水平。 围绕核心技术，其亮点具体体现在三方面： 依托这些技术优势，西恩科技在机器人关节驱动、航空航天、 ...

Group 1 - The core viewpoint of the news highlights the performance of the Robot ETF (562500), which rose by 0.40%, outperforming both the Shanghai Composite Index (-0.08%) and the China Securities Robot Index (+0.29) [1] - The trading volume of the ETF reached 9.12 billion shares with a turnover of 9.23 billion yuan, indicating active trading [1] - In the component stocks, 39 out of 73 stocks rose while 34 fell, showing a clear divergence in the sector [1] Group 2 - The 138th Canton Fair showcased a number of robot enterprises from Guangzhou, with a cumulative intended transaction amount exceeding 10 million USD as of October 19 [1] - Six companies from Guangzhou were selected for the service robot exhibition area, covering various fields such as companion interaction, aerial work, commercial cleaning, and special operations [1] - CITIC Securities expressed optimism about the robotics sector, particularly highlighting the launch of the Spirit G2 by Zhiyuan Robotics and Junpu Intelligent, along with a significant procurement contract with Junsheng Electronics [2]

Group 1 - Science Corporation announced clinical trial results for the Prima retinal implant, marking the first instance of blind patients regaining vision due to loss of photoreceptor cells [2] - The Zhuque-3 rocket has entered the critical preparation phase for its maiden flight, successfully completing static fire tests and other operations, which serve as a rehearsal for the launch [2] - TCL Huaxing showcased the world's first medium-sized three-foldable display panel, a 28-inch 4K resolution portable screen, at the T8 project groundbreaking ceremony [2] Group 2 - Yushu Technology launched a four-legged robot training platform aimed at education, integrating a full chain of talent cultivation and certification based on the UnitreeGo2 ecosystem [4]

Core Insights - Leju Robotics has completed nearly 1.5 billion yuan in Pre-IPO financing, with participation from 15 institutions including Deep Investment Control Capital and Longhua Capital, providing strong momentum for the mass production of humanoid robots [1][3] Group 1: Financing and Investment - The financing will primarily focus on technological advancements, particularly in the development of a "brain" control system that integrates Model-Based and Reinforcement Learning algorithms [3] - The company has invested in other enterprises such as Quan Zhi Bo and Li Ju Dong Li to achieve self-control over key components like joints and motors, enhancing its supply chain capabilities [3] Group 2: Technological Development - Leju Robotics is collaborating with over 40 partners, including Huawei, China FAW, and Haier, to explore applications in industrial and commercial service sectors [3] - The company is working with multiple research institutions, including Harbin Institute of Technology and Peking University, to build a robust core technology barrier [3] Group 3: Market Position and Strategy - The industry consensus highlights that the key to the industrialization of humanoid robots lies in transitioning from "technological feasibility" to "commercial feasibility," a process that Leju is accelerating through its three-dimensional layout of technology, supply chain, and ecosystem [3]

Group 1 - The humanoid robot sector experienced significant upward movement, with the Guozheng Robot Industry Index rising by 0.9% as of 10:40 AM, and key stocks such as CITIC Heavy Industries hitting the daily limit, while Dingzhi Technology, Huazhong CNC, and Top Group rose over 3% [1] - Tesla's website has posted numerous job openings for Optimus robot manufacturing engineers, indicating that mass production of the third-generation robot may be imminent [1] - Domestic robot companies are also making important progress, with Yushu Technology's IPO advisory firm submitting the first phase of its advisory report, and Leju Robotics completing nearly 1.5 billion yuan in Pre-IPO financing aimed at core technology development and supply chain layout [1] Group 2 - Analysts believe that the optimistic progress in financing for Yushu and Leju suggests that domestic humanoid robots may enter a new phase of large-scale production and diversified application scenarios, with resonance from both domestic and international manufacturers potentially driving demand across the industry chain [1] - The Guozheng Robot Industry Index focuses on humanoid robot bodies and core components, with related stocks accounting for nearly 80% of the total weight, making it highly beneficial to the trends in the humanoid robot industry [1] - The E Fund Robot ETF (159530) has a current scale of approximately 12 billion yuan, leading among similar index ETFs, facilitating investors' convenient access to the humanoid robot industry chain [1]