【DT新材料】 获悉， 3月5日， 星动纪元 完成10亿元战略轮融资，估值破百亿元， 由 三星、高成投资、新加坡电信、友利资本（隶属韩国友利金融集 团）、中金保时捷、中芯聚源、峰和资本、锡创投、广发乾和、鸿瑞集团 等机构联合投资，鼎晖VGC、清控天诚等老股东超额追加投资。 据不完全统计， 星动纪元 已经是第8家迈入百亿俱乐部的具身独角兽。 开年以来，还有 自变量、星海图、智平方、千寻智能 这4家企业纷纷宣布完成10亿— 20亿元的新融资，晋升百亿估值独角兽。而在2025年时，估值已经突破百亿的就有 宇树科技、智元机器人、银河通用 这3家公司。 当具身机器人行业头部效应愈加集中，资金将大幅流向少数头部企业。百亿估值意味着公司账上起码有20亿到30亿现金， 这对尚处于几十亿估值的腰部企业来 说，需要更理性评估，是否有足够的资源与头部公司正面竞争。如果仍然坚持做具身大脑、世界模型，能够给公司的估值和业务带来多大的实际价值。 另一方 面，腰部企业也可以寻求自身资源与市场需求的结合点，在垂直细分领域深耕，这样或许也能够找到实现突围与成长的空间。 资料显示， 星动纪元 被视为"清华系"具身智能公司，其创始人兼CEO陈建宇 ...

Core Insights - The 25th CeMAT ASIA exhibition in Shanghai showcased over 900 exhibitors and introduced the concept of "embodied logistics" solutions for the first time globally [1] Group 1: Technology and Innovation - The collaboration between ROBOTERA and Beizhi Technology demonstrated a humanoid robot, "Xingdong L7," capable of performing a full range of intelligent operations in pharmaceutical warehousing, including sorting, scanning, and supplying [4] - The core of this operation is the self-developed end-to-end VLA embodied model ERA-42, which enables real-time closed-loop processes for visual recognition, action planning, and task execution, showcasing strong adaptability to dynamic environments [4][5] - The ERA-42 model is one of only four globally that supports precise control of a five-finger dexterous hand, providing significant operational capabilities in complex logistics scenarios [5] Group 2: Performance and Flexibility - The Xingdong L7 robot features a high-performance bionic 7-axis robotic arm and a unique fully direct-drive dexterous hand, allowing for efficient and flexible operations in various logistics tasks [5] - The integration of diverse data sources enables the robot to train effectively and adapt to various operational challenges, enhancing its ability to handle different shapes and designs of pharmaceutical packaging [6] - The embodied intelligence solution addresses the limitations of traditional automation, which often relies on fixed tracks and preset programs, by offering a flexible approach that can quickly adapt to changing SKU requirements [7] Group 3: Market Potential and Applications - The flexibility of the Xingdong L7 allows for rapid learning of new material characteristics, significantly reducing adaptation time compared to traditional automated sorting equipment [7] - This technology has the potential to expand into various industries, including e-commerce, pharmaceuticals, automotive parts, and retail, paving the way for a transition from "point automation" to "full-process intelligence" in logistics [7]