Group 1 - The 2025 World Humanoid Robot Sports Competition announced the results, with Songyan Power's "Little Rascal" team winning the long jump event with a score of 1.25 meters, followed by Yushu Technology at 1.20 meters and Lingyi Technology at 1.13 meters [1] - Songyan Power's founder and chairman, Jiang Zheyuan, explained that the company prepared multiple strategies and sent two teams to compete, utilizing different robots (N2 and K1) and algorithms to enhance performance [4] - The technical challenges in robot long jump include hardware requirements for explosive power and algorithm optimization, with the company employing reinforcement learning to fine-tune the robot's performance [4] Group 2 - Songyan Power's robots do not have a height advantage, but the company plans to release a full-sized humanoid robot product by the end of this year [4]

近日，猎豹移动对外官宣其旗下控股子公司签署协议，拟以约9946万元人民币收购轻量型机械臂领先供应 商UFACTORY（深圳众为创造科技有限公司）60.8%股份。据悉，UFACTORY是一家专注轻量型协作机 器人研发制造的企业，产品覆盖多自由度，畅销全球80多个国家和地区。猎豹移动另一全资子公司此前已 持有其19.2%股份，交易完成后，旗下两家子公司将合计持股80%，猎豹移动最终经济权益增至75.8%， 实现控股。 1、 腾讯发布具身智能平台Tairos 近日，腾讯Robotics X实验室与福田实验室在WAIC大会上联合推出具身智能开放平台Tairos。据悉，该平 台是国内首个模块化提供大模型、开发工具及数据服务的软件平台，支持即插即用接入机器人系统。腾讯 表示，Tairos旨在为机器人厂商提供通用技术底座，而非直接涉足硬件制造。此举标志着腾讯在机器人领 域明确转向平台化战略，与近期多家企业投资人形硬件的路径形成差异化。 2、 猎豹移动控股UFACTORY 5、 智元机器人获中国移动订单 3、 乐聚机器人完成新一轮融资 乐聚（深圳）机器人技术有限公司于近日完成工商变更，新增股东包括茅台金石基金、中信证券、金石 ...

Group 1 - JD.com has made significant investments in three leading companies in the embodied intelligence sector, namely Qianxun Intelligent, Zhujidongli, and Zhongqing Robotics, indicating its strong commitment to building an integrated ecosystem in this industry [2][3][4] - The investments cover the entire chain of embodied intelligence, with Qianxun focusing on AI brain development, Zhongqing enhancing the physical aspect of robotics, and Zhujidongli facilitating real-world applications [3][5] - This strategic move is expected to accelerate competition within the industry, prompting other companies to enhance their technology development and market positioning [5][6] Group 2 - JD.com's unique advantages in the embodied intelligence field stem from its extensive logistics and retail scenarios, providing ample application space for these technologies [6][7] - The full-sized humanoid robot from Zhujidongli is set to be publicly sold in the second half of 2025, which will deepen JD.com's collaboration in retail, logistics, and service sectors [6][7] - Investors are encouraged to focus on JD.com's ongoing investments in technology and the potential efficiency improvements in its core business, while also monitoring the technological advancements and commercialization milestones of the invested companies [7]

Core Insights - The article discusses the establishment of Mondo Tech, a new company in the field of embodied intelligence robotics, founded by former DJI and Tesla employees, highlighting the significance of their backgrounds and the potential impact on the industry [1][3][4]. Group 1: Company Formation and Leadership - Mondo Tech was founded in January 2025 by Yang Shuo, a former technical director at DJI, and Li Haonan, a key figure in DJI's flight systems, along with Gao Jianrong, who held multiple senior roles at DJI [1][3]. - The company has set up offices in both Silicon Valley and Shenzhen, with plans for a Shanghai branch, indicating a dual focus on leveraging resources from both regions [3][10]. Group 2: Funding and Investment - Mondo Tech completed a multi-million dollar angel round of financing in April 2025, with investors including Matrix Partners, Meituan Longzhu, and Sequoia Capital, showcasing strong interest from major venture capital firms [3][4]. - The initial funding round raised between $50 million to $60 million, with subsequent funding rounds projected to reach $200 million to $300 million, reflecting high investor confidence in the company's potential [3][4]. Group 3: Market Context and Trends - The article notes a trend of major tech companies, including Google and OpenAI, investing in embodied intelligence robotics, with domestic firms like Ant Group and JD Group following suit [4][5]. - Mondo Tech's approach to developing consumer-grade robots before moving to full-sized humanoid robots is seen as a pragmatic strategy in a competitive market [13][14]. Group 4: Team Composition and Expertise - The founding team of Mondo Tech includes engineers and scientists with extensive experience from leading tech companies, indicating a strong technical foundation [10][11]. - The recruitment strategy focuses on attracting talent from top firms and universities, enhancing the company's capabilities in robotics and AI [10][11]. Group 5: Product Development Strategy - Mondo Tech plans to initially focus on smaller consumer-oriented robots, such as companion robots, before advancing to larger humanoid robots, which aligns with current market demands [13][14]. - The company aims to utilize recent advancements in software engineering and AI to create robust and intelligent robotic systems [13][14].

Core Insights - Shenzhen's robotics industry is experiencing rapid growth, highlighted by significant investments and technological advancements [3][5][6][9][11][13]. Investment Highlights - LimX Dynamics secured a new round of financing led by JD.com, focusing on collaboration in retail, logistics, and services, with plans to launch a full-size humanoid robot by the second half of 2025 [5]. - Zhongqing Robotics completed nearly 1 billion RMB in financing across two rounds, with notable investors including XPeng Motors' Starway Capital and CATL's Puxuan Capital [6]. - UBTECH Robotics won a procurement project worth 90.51 million RMB, setting a record for the largest single bid amount in the humanoid robotics sector globally [9]. Industry Growth Metrics - Shenzhen's robotics industry chain generated a total output value of 201.2 billion RMB in 2024, marking a year-on-year growth of 12.58%, maintaining its position as the leading city in China for robotics [13]. - The city is home to approximately 67,000 robotics companies, accounting for 37.65% of Guangdong Province's total, and has the highest number of listed companies and investment events in the country [11]. Ecosystem and Innovation - Shenzhen's unique "industrial rainforest" ecosystem fosters innovation, with a concentration of robotics companies and top research institutions creating a complete supply chain from AI models to assembly [14][15]. - The city is transforming into a testing ground for robotics applications, with plans to open at least 50 application scenarios by 2025, covering various sectors including industrial manufacturing and urban governance [15].

Group 1 - The article discusses the high resale prices of the "Red Scream" beverage, which has been marked up to 88 yuan, indicating a more than 9-fold premium over its original price [2] - The beverage is reported to be nearing its expiration date, with a production date before July 31, 2024, and a shelf life of 12 months [2] - The company, Nongfu Spring, has confirmed that the red packaging of "Scream" contains ginseng and has been discontinued, and they are monitoring the situation regarding the inflated prices on second-hand platforms [2] Group 2 - Nvidia CEO Jensen Huang highlighted the long-standing collaboration with Xiaomi and the ongoing projects in AI and autonomous driving software [9] - Huang also acknowledged Huawei's significant innovation and capabilities, stating that the Chinese AI market will progress regardless of Nvidia's presence [9] - He emphasized the competitive yet respectful relationship between Nvidia and Huawei, viewing them as competitors but also as admirable entities [9] Group 3 - JD.com has launched its first self-operated takeaway store named "Qixian Xiaochu," which operates on a "takeaway + self-pickup" model without dine-in options [13] - The company aims to introduce a new business model in the takeaway market that differs significantly from Meituan, focusing on food safety [13] - The sudden announcement of the cessation of operations by the home improvement brand Liangjiaju has raised concerns among consumers and suppliers [13] Group 4 - Tea brand Cha Bai Dao has officially entered the Singapore market, opening two stores in popular shopping malls, with long wait times reported [13] - The brand has also secured franchise rights in South Korea, indicating plans for rapid expansion in Southeast Asia [13] Group 5 - Uber has launched an official mini-program on WeChat, initially available in Hong Kong and Japan, with plans for expansion to other countries [17] - The program allows users to book rides directly through WeChat, enhancing accessibility and convenience [17] Group 6 - The Chinese internet user base has reached 1.123 billion, with an internet penetration rate of 79.7%, reflecting significant growth in digital infrastructure [26] - The report indicates that the development of new information infrastructure is supporting the growth of the digital economy [26]

鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 王兴之后，刘强东也在 具身智能 领域发力了。 此轮融资过后，千寻智能表示将持续加大在 VLA （Vision-Language-Action，视觉-语言-动作）模型迭代和机器人硬件性能升级方面的投 入，同时全力推进具身智能的产业化交付体系建立。 最新一轮出手，一口气领投3家，都在今天同步官宣： 一波猛投下去，可以说是在具身智能本已火热的7月，又添了一把干柴。 而就在7月上旬，美团也是接连出手，投资了2家具身智能公司：它石智航和星海图。 原来台前"外卖大战"正酣，幕后"战火"，已经蔓延到了科技最前沿。 能量产的硬件+具身智能大脑 逐一来看3家的融资情况。 千寻智能 千寻智能 （Spirit AI）本次完成的是Pre A+轮融资。由京东领投，中国互联网投资基金、浙江省科创 母基金、华泰紫金、复星锐正等机构跟 投。 老股东P7、顺为资本、华控基金、华发集团、千乘资本、靖亚资本、弘晖基金也超额追加投资。 千寻智能 ，完成近6亿Pre-A+轮，京东领投； 众擎机器人 ，融资近10亿，连续完成Pre-A++和A1轮，京东领投A1轮； 逐际动力 ，获京东战略领投。 千寻 ...

京东持续加码，具身智能机器人赛道再现融资热。 7月21日，千寻智能、众擎机器人、逐际动力三家具身智能机器人公司今天同日宣布，各自新近完成一 笔由京东领投的融资。 针对密集投资具身智能公司，京东方面对外回应称，京东高度重视包括具身智能、大模型在内的技术热 点，聚焦供应链场景，推动创新应用。京东持续通过内部技术创新和外部投资等方式来构建技术创新生 态。 笔者了解到，目前京东具身智能专项部门由前商汤科技副总裁沈徽担任负责人。 京东科技AI相关负责人早前对笔者表示，京东主要聚焦于机器人和大模型的深度结合，以及新应用场 景的探索，包括世界模型、深度推理模型等，最终将机器人希望做到可执行、可操作的"具身智能"，无 论是机器人、车，还是机器狗，都是如此。 清华系+深圳两家头部具身智能公司同日吸金 7月21日，深圳的具身智能机器人公司逐际动力LimX Dynamics宣布完成新一轮融资，获京东战略领 投。 公司表示，其持续推进全尺寸人形机器人的量产和销售、具身大模型技术的研发及IDS生态平台建设， 此次融资将深化逐际动力和京东在零售、物流和服务等领域的协同探索。 逐际动力还透露，其全尺寸人形机器人已完成量产准备工作，将于今年 ...

当具身智能的赛道日趋拥挤，竞争的焦点正从卷技术参数，悄然转向真实应用场景的争夺。 7月21日，南都湾财社记者从具身智能机器人公司逐际动力（LimX Dynamics）方面获悉，其已完成由 京东集团战略领投的新一轮融资。本次融资将被用于推进其全尺寸人形机器人的量产、具身大模型研发 以及关键的"IDS生态"建设。 这亦是一次产业协同的信号。逐际动力方面表示，此次融资将深化其与京东在零售、物流及服务等核心 领域的协同探索。 值得市场关注的是，逐际动力已在今年3月宣布完成A+轮融资，彼时其A轮系列融资总额已达5亿元。 公开信息显示，其当时的投资方名单中已包括阿里巴巴集团、招商局创投、蔚来资本、联想创投等多家 产业资本。京东入局后，意味着逐际动力同时获得了国内两大电商平台阿里巴巴与京东的资金支持。 在具身智能行业，一家创业公司同时获得两家竞争激烈的产业巨头投资的情况尚不多见。有行业观点认 为，这或表明在AI基础设施化的前夜，部分拥有底层通用技术能力的企业，其平台价值正被跨生态的 产业方所关注。 在产品路线上，逐际动力正同时推进两条产品线。据该公司介绍，其全尺寸人形机器人已完成量产准 备，计划于今年下半年公开销售。公司将 ...

Core Viewpoint - The article discusses the recent strategic investment by JD.com in LimX Dynamics, aimed at enhancing collaboration in retail, logistics, and services, while promoting the commercialization of embodied intelligence technology [2]. Group 1: Company Overview - LimX Dynamics focuses on supporting and accelerating research, development, and application of a general platform for embodied intelligence robots [2]. - The company employs an "IDS Collaborative Innovation Strategy," targeting innovators, developers, and system integrators as core customers and partners [2]. - LimX Dynamics aims to provide a robust technological foundation for its partners, facilitating the efficient transformation of advanced technologies into practical applications [2][5]. Group 2: Product Development - LimX Dynamics has completed preparations for mass production of its full-size humanoid robot, which will be publicly available for sale in the second half of this year [2]. - The TRON 1 bipedal robot, launched in October 2024, has attracted clients from renowned universities and tech companies, showcasing its capabilities in inspection, security, and delivery applications [4]. - The company has introduced mobile operation, perception expansion, and voice interaction kits for developers, enhancing the TRON 1's industry application potential [4]. Group 3: Technological Innovations - LimX Dynamics released LimX VGM, a technology that utilizes human operation video data for robotic operation innovation, supporting multi-platform generalization without relying on single data sources [4]. - The company emphasizes a product-oriented approach, focusing on efficient model development and addressing actual user needs [5]. - Significant advancements in the Vision-Language-Action (VLA) domain are expected in the second half of the year, enhancing robots' autonomous decision-making and interaction capabilities in complex environments [4].