"河南下一步将立足自身优势，聚焦平台升级、创新聚合、主体引育、产业融通、场景开放、生态打造等协同 发力，大力推动具身智能创新发展。" 最近，两段中国机器人的视频在全网热传，一个是众擎T800人形机器人一脚踹翻自家CEO赵同阳，另一个是 优必选200台WalkerS2人形机器人整齐列队进入集装箱震惊海内外社交媒体。 好消息是，这两段视频的主角众擎机器人、优必选机器人均要在河南深度布局。12月11日，2025豫粤具身智 能产业企业家恳谈会在深圳举行，众擎机器人、优必选机器人、自变量机器人等具身智能企业，以及东方富 海投资、华映资本、合弘景晖股权投资等投资机构，与我省相关部门共商河南具身智能产业新机遇。 "众擎刚刚完成A1+轮与A2轮融资，其中A2轮融资就有河南投资集团汇融基金参与领投，我们以后是一家 人。"众擎机器人创始人、CEO赵同阳在会上介绍，企业已在郑州高新区开建占地200亩的生产制造基地，规 划年产5000台人形机器人，为T800、PM01的批量化交付做好了充分准备。 众擎机器人成立不过两年，但发展迅猛，目前已成为行业头部企业，形成覆盖双足、全人形等多形态、全尺 寸的梯度化产品谱系，可实现对不同场景需求的 ...

观众在第十五届河南投洽会河南展区了解机器人产业发展情况。本报记者 王铮 摄 "河南下一步将立足自身优势，聚焦平台升级、创新聚合、主体引育、产业融通、场景开放、生态打造等协同 发力，大力推动具身智能创新发展。" □本报记者 陈辉 最近，两段中国机器人的视频在全网热传，一个是众擎T800人形机器人一脚踹翻自家CEO赵同阳，另一个是 优必选200台Walker S2人形机器人整齐列队进入集装箱震惊海内外社交媒体。 众擎机器人成立不过两年，但发展迅猛，目前已成为行业头部企业，形成覆盖双足、全人形等多形态、全尺 寸的梯度化产品谱系，可实现对不同场景需求的全面适配。 作为一个从河南走出的创业者，赵同阳非常看好老家河南制造业门类齐全的优势和庞大的市场空间。他表 示，将与河南共同发起产业生态投资基金，推动上下游合作伙伴在河南集聚成链，争取用3—5年时间，在郑 州建成众擎机器人全球生产制造中心，未来发往全球各地的产品都能印上中国河南的标志。 优必选是国内机器人的领军企业，优必选战略投资顾问侯宗放也是河南老乡。他在恳谈会上表示，优必选已 经在郑州建设华中总部，并与河南多个省辖市建立了合作关系。 "河南是优必选重点布局的区域，最近 ...

Group 1 - The 2025 World Robot Conference will be held in Beijing from August 8 to 12, with JD.com as the "exclusive global strategic partner" and plans to invest over 10 billion in the intelligent robotics sector [1] - JD.com aims to assist 100 intelligent robot brands in achieving over 1 billion in transaction volume within three years and to integrate intelligent robots into over 1 million terminal scenarios [1] Group 2 - JD.com has launched a dedicated robot section on its enterprise procurement platform, offering a range of robotic products suitable for various scenarios, from industrial production to home companionship, with prices ranging from thousands to tens of thousands [3] - Humanoid robots have become a focal point of the conference, with an emphasis on their practical applications and commercialization [5] - The Yushu G1 humanoid robot, selected by JD.com, features advanced motion capabilities and dexterous hand design for precise object manipulation [5] - The ZHONGQING PM01 humanoid robot showcases exceptional humanoid motion performance and can autonomously recover from falls, making it suitable for commercial services and hazardous operations [5] Group 3 - Quadruped robots demonstrate high stability, flexibility, and load capacity, with applications in various industries [5] - The Yushen Lite3 series robotic dog utilizes multi-modal perception and intelligent decision-making for autonomous inspections and emergency responses in environments like power plants and factories [5] - The Blue Alpha robotic dog offers multi-modal audio-video communication and remote control features, covering scenarios from companionship to security monitoring [5] Group 4 - Innovative applications of robots, such as the Klibao Loona robotic dog with AI interaction capabilities and the Yuan Luobo AI chess robot, have garnered attention at the conference [6] - The Loona robotic dog can understand language and emotional needs, supporting eight languages and modular programming for children's learning [6] - The Yuan Luobo AI chess robot combines learning and intelligent education, helping children learn various chess games while engaging in interactive dialogue [6]

Core Insights - The article highlights the significant investment activity in the humanoid robotics sector, particularly focusing on the recent funding rounds of Zhongqing Robotics, which raised nearly 1 billion yuan through Pre-A++ and A1 rounds [1][2] - It emphasizes the strategic positioning of JD.com in the humanoid robotics market, showcasing its investments in multiple companies within the sector, indicating a clear focus on building a comprehensive technology ecosystem [2][3] Investment Activity - Zhongqing Robotics completed two funding rounds, with a total amount close to 1 billion yuan, led by JD.com and supported by various investment firms including Ningde Times and others [1] - JD.com has made three significant investments in humanoid robotics within a short timeframe, indicating a robust strategy to cover the core technologies and manufacturing aspects of the robotics industry [2] Technological Development - Zhongqing Robotics has established a full-stack self-research approach, creating a comprehensive technological barrier from hardware to algorithms, which has garnered strong recognition from investors [6][8] - The company has made significant advancements in motion control algorithms, successfully integrating traditional techniques with reinforcement learning to enhance the performance of humanoid robots [20][22] Market Positioning - Zhongqing Robotics has positioned itself among the top tier of humanoid robotics companies, demonstrating a pragmatic approach to commercialization and product iteration [10] - The company has developed a diverse product matrix catering to various scenarios and price ranges, including educational and commercial applications [16][18] Production Capacity - Zhongqing Robotics is ramping up its production capabilities, aiming to increase its delivery capacity by five times to meet market demand [25][26] - The company is actively coordinating with supply chain partners to enhance production efficiency and quality control, indicating readiness for large-scale delivery [26] Future Outlook - The humanoid robotics market is projected to grow significantly, with estimates suggesting a market size of 82.39 billion yuan in China by 2025, representing about 50% of the global market [27] - The article suggests that Zhongqing Robotics is well-positioned to become a leading representative in the humanoid robotics sector if it successfully navigates the upcoming production scaling phase [27]

Core Insights - JD.com demonstrates strong investment momentum in the field of embodied intelligence, marking a deepening strategic layout and confidence in the technology's development prospects [1] Group 1: Investment Activities - JD.com led a new round of financing for three embodied intelligence companies, following its investment in Zhiyuan Robotics in May [1] - Qianxun Intelligent completed nearly 600 million yuan in Pre-A+ financing, led by JD.com, with participation from notable institutions [3] - Zhongqing Robotics completed nearly 1 billion yuan in Pre-A++ and A1 financing, with JD.com as the lead investor in the A1 round [4] - Zhujidi Dynamics received strategic investment from JD.com in a new financing round, although the specific amount was not disclosed [5] Group 2: Company Profiles - Qianxun Intelligent, founded in 2024 and headquartered in Hangzhou, focuses on humanoid robots capable of performing office tasks [3] - Zhongqing Robotics, founded by former Xiaopeng employee Zhao Tongyang, launched a bipedal robot for educational scenarios priced at 38,500 yuan [4] - Zhujidi Dynamics is preparing to publicly sell its full-size humanoid robot in the second half of the year [5] Group 3: Market Performance - JD.com has established itself as a significant sales channel for robots, with a 300% year-on-year increase in self-operated smart robot sales during the 618 shopping festival [5] - Sales of embodied intelligent robots on JD.com increased by 1,700% year-on-year [5] Group 4: Strategic Positioning - JD.com possesses extensive logistics and service scenarios, making it an active user of embodied intelligence technology [5] - The company is building a research and development team for embodied intelligence, exploring various application possibilities [5]

Group 1 - The core viewpoint of the articles highlights the significant growth in sales of intelligent robots during the 618 shopping festival, with self-operated sales increasing threefold and embodied intelligent robot sales increasing seventeenfold [1][3] - JD.com has integrated large model conversational capabilities into terminal hardware, enhancing user interaction and creating a unique AI companion for consumers [1] - The collaboration with leading robot brands such as Zhongqing, SenseTime, LingTong, Magic Atom, Wenquxing, and YingShi showcases a strong lineup of robots that cater to various consumer needs [1][3] Group 2 - The PM01 humanoid robot from Zhongqing has been enhanced with a vast knowledge base, allowing it to respond quickly and accurately to diverse demands across entertainment, education, and industrial applications [3] - The AI chess robot from Yuanluobo serves as a comprehensive chess tutor, providing precise guidance and covering five types of chess with a rich knowledge base [3] - The LingTong humanoid robot features over 50 bionic movements and allows for personalized character development through interaction, bridging the gap between toys and reality [3] - The MagicDog Pro combines advanced movement capabilities with intelligent companionship, becoming a trendy new pet with high emotional intelligence [3] - Educational tools like the Wenquxing AI early education time manager and the YingShi companion robot support multilingual interactions and aim to protect children's curiosity and learning [3]