新浪科技了解到，这一实际运营场景依托银河通用在零售领域的深耕布局。WRC 2025前夕，银河通用 还发布了为城市生活量身打造的人形机器人智慧零售解决方案——银河太空舱：每台太空舱最小仅需9 ㎡空间，却可由机器人全天候自主运营，售卖饮品、小食、文创、药品等高频消费品类，兼容冷藏/冷 冻等多种商品形态。单舱预计日均服务人次可达2000、订单量达500单，周边人流预估提升30%-40%， 有效激活区域活力。 新浪科技讯 8月11日下午消息，2025年世界机器人大会（WRC 2025）期间，北京银河通用机器人有限 公司（简称"银河通用"）携具身大模型机器人Galbot参展，展示了覆盖商业售卖、工业及城市服务等领 域的端到端具身大模型落地应用。 在会客厅的机器人市集，银河通用展示了自主售卖"大世界"文创产品的机器人。观众扫码下单后， Galbot能够自主完成从商品定位、取货到交付的全流程操作，整个过程无需人工干预。忙碌的机器人穿 梭其间，精准服务每一位顾客，生动展现了具身智能在商业零售中的实际应用能力。 在工业领域的汽车零件SPS分拣工作中，Galbot攻克了传统机器人难以突破的复杂难题——面对多层堆 叠且错位的零件、 ...

Core Insights - The 2025 World Robot Conference (WRC) in Beijing showcased the capabilities of humanoid robots, particularly the Galbot from Galaxy General, which autonomously serves customers by delivering products ordered via a tablet [1][2] - Galaxy General launched the world's first fully autonomous robot service pop-up store, named "Galaxy Space Capsule," which operates in commercial settings and aims to provide a new retail solution [1][5] - The company plans to expand the Galaxy Space Capsule concept to ten or more cities, with a target of establishing 100 units, focusing on areas with higher labor costs [5][6] Company Developments - The Galaxy Space Capsule is designed to operate 24/7, offering a variety of products including beverages, snacks, and cultural items, and can adapt to different retail environments [4][5] - Each capsule requires a minimum space of 9 square meters and can be delivered within 15 days, with an expected daily service capacity of 2,000 customers and 500 orders [5] - The cost of each Galaxy Space Capsule is estimated to be in the million-dollar range, including hardware, construction, and operational expenses [6] Market Trends - The robot service model is seen as a solution to the challenges of labor cost increases and market homogenization, potentially attracting more foot traffic and increasing sales [6][7] - Galaxy General has also entered the pharmacy sector with humanoid robots operating in seven unmanned pharmacies in Beijing, with plans to open 100 stores by the end of the year [7] - The company is actively exploring applications in both retail and industrial sectors, with significant investments from industry leaders like CATL and Bosch [7][8] Technological Advancements - At the WRC, Galaxy General and NVIDIA unveiled the latest NVIDIA Jetson AGX THOR robot supercomputer, which enhances the capabilities of the Galbot in tasks such as sorting and obstacle avoidance [8][9] - The robots have demonstrated a 95% success rate in complex environments, showcasing their potential for diverse applications including urban cleaning and disaster rescue [9] - The growth of the robotics industry is evident, with a reported 27.8% increase in revenue and significant production growth in both industrial and service robots [9][10]

Core Insights - The article highlights the rapid growth and investment activity in the embodied intelligence sector in China, with significant participation from major tech companies and venture capitalists [2][4][5]. Investment Activity - In 2024, there were 90 financing events in the embodied intelligence sector, totaling 89.33 billion yuan, while in 2025, there have already been 126 events with investments reaching 176.34 billion yuan [2]. - Major investors include Meituan, Baidu, Didi, and Tencent, indicating strong interest from established tech giants [2][4]. - As of July 10, 2024, 13 companies in the sector have announced financing, securing a total of 33 billion yuan [4]. Recent Financing Events - Star Sea Map completed A4 and A5 rounds of financing, raising over 1 billion USD, with participation from Meituan and Baidu [4]. - Other notable financing events include Xiaoyu Zhizao's A+ round led by Didi and Shizhi Hang's 1.22 billion USD angel round led by Meituan [4][5]. Strategic Investments - Major tech companies are investing in embodied intelligence for strategic defense and ecosystem expansion, with state-owned enterprises playing a role in policy and industry security [5][8]. - Companies like Galaxy General and Meituan are collaborating on projects, indicating a trend towards business synergy in investments [5][6]. Market Trends - The article notes a shift in investment dynamics, with major tech firms being more aggressive in their investments, driven by the need to prevent the emergence of independent competitors in vertical markets [8]. - Companies in the sector are actively pursuing IPOs, with several already filing for listings in Hong Kong and plans for future A-share listings [9][10]. Stock Performance - As of July 10, 2024, the stock price of Jizhi Jia increased by 13.6% from its issue price, reflecting positive market sentiment towards companies in the embodied intelligence sector [10].

Group 1 - Beijing Galaxy General Robotics Co., Ltd. completed a new round of financing amounting to 1.1 billion RMB, marking the largest single financing in the domestic embodied intelligence sector to date [2] - The company was established in May 2023 and focuses on developing humanoid robot hardware and embodied intelligence large models [3] - Galaxy General has rapidly completed seed round financing and previously announced over 700 million RMB in angel round financing and 500 million RMB in strategic round financing in June and November 2024, respectively [3] Group 2 - The company launched the world's first end-to-end embodied large model GraspVLA based on a billion-level simulation synthetic action data pre-training [3] - Recently, Galaxy General released the world's first end-to-end model GroceryVLA aimed at retail commercialization, addressing key challenges in complex retail environments [3] - The company has made progress in the large-scale application of robots in smart retail, industrial, and healthcare scenarios [3] Group 3 - Galaxy General announced a joint venture "Boyin Hechuang" with Bosch Group's market investment platform Boyuan Capital to promote the commercialization of embodied intelligent robots in the industrial sector [4] - The joint venture will focus on complex assembly core manufacturing scenarios, advancing the large-scale implementation of embodied intelligence in industrial applications [4] - The Haidian District has implemented multiple policies to promote the development of the embodied intelligent robotics industry, with over 200 embodied intelligence companies and 24 humanoid robot manufacturers gathered in the area [4]

Core Viewpoint - The embodied intelligence robotics sector is experiencing significant investment growth, with Beijing Galaxy General Robotics leading the way in recent financing rounds, indicating strong market interest and potential for future applications [2][8]. Investment Landscape - As of June 23, 2025, the embodied intelligence industry in China has seen 91 investment events in 2025 alone, surpassing the total of 77 events in 2024, with a total investment amount reaching 110.37 billion yuan [2][8]. - Galaxy General Robotics has raised a total of over 2.4 billion yuan since its establishment two years ago, with the latest round of financing amounting to 1.1 billion yuan led by CATL [2][3]. Company Developments - Galaxy General Robotics launched its first embodied large model robot, Galbot, which has been deployed in seven unmanned pharmacies in Beijing, with plans to expand to 100 such pharmacies by the end of the year [4][6]. - The company has established partnerships with major industry players, including a joint venture with Bosch Group to focus on high-precision manufacturing applications [6][7]. Market Dynamics - The investment trend in the embodied intelligence sector is driven by the need for automation in various industries, with manufacturing, logistics, and consumer electronics identified as key sectors for potential buyers [6][7]. - Major tech companies like Alibaba, Meituan, and Tencent are actively investing in the sector, indicating a competitive landscape where large firms are leveraging their resources to support startups [13][16]. Challenges and Opportunities - The financing cycle for many startups in the embodied intelligence sector is lengthening, with many companies still in seed or angel funding stages, highlighting the challenges of transitioning from technology validation to sustainable commercialization [11][12]. - Smaller companies are encouraged to focus on niche areas within the robotics technology chain to differentiate themselves in a competitive market [17].

3月27日，2025中关村论坛年会开幕。来自全球100多个国家和地区的嘉宾激动地举起手机，记录中关村 论坛中的场景：与引导机器人握手；书法机器人用毛笔写出"中关村"；一台钢琴无人弹奏，但琴键流畅 跳动…… "创新与发展"是中关村论坛的永久主题。今年以来，人工智能持续引爆全球话题。"在全国、全球同行 面前'被看见'。"一名多年参与中关村论坛的展商负责人分享了自己最大的收获。这个持续十余年聚焦 创新的平台，也托举着全球新技术、新产品、新议题被看见。 机器人站在了中关村论坛的舞台中央，它们跳舞、打太极，成为全场最吸睛的环节。 论坛的大屏幕上，放着年轻人一遍遍打磨、训练机器人的影像。"脱线完成太极和舞蹈动作，并且没有 失误，背后是实验室和同事们辛苦调试的结果。"清华大学自动化系与经济管理学院大三学生李炯烨 说。他也是通用人工智能实验班的学生。 在中关村论坛现场，15家企业的近百台代表性机器人活跃在各个角落。"人形机器人寄托了对美好生活 和先进科技的向往。"北京银河通用机器人有限公司创始人王鹤说，人形机器人已经进入运动时代，但 运动健将不是人形机器人的终点。 在他看来，以视觉引领肢体控制，实现自主工作、泛化操作的能力， ...