Core Insights - Spirit AI, a robotics company established only 18 months ago, has set a record in the embodied intelligence industry by completing a nearly 600 million yuan Pre-A+ financing round, led by JD.com [1][4] - The company has raised over 1.1 billion yuan in total funding within six months, indicating strong investor confidence and interest in its technology and market potential [1][4] Company Overview - Founded in February 2024, Spirit AI boasts a strong "iron triangle" configuration with a capable team including CEO Han Fengtao, who has a background in hardware engineering, and Tsinghua University professor Gao Yang, who developed the ViLa model [2] - The team includes members from prestigious institutions and companies, providing a balanced expertise in AI technology, robotics hardware engineering, and commercialization [2] Product Development - In June 2025, Spirit AI launched its self-developed VLA model humanoid robot, Moz1, which features 26 degrees of freedom and a load-to-weight ratio of 1:1, showcasing advanced capabilities in logistics operations [2] - The robot can perform various tasks such as organizing desks and changing paper towels, marking significant advancements in handling flexible objects and breaking the reliance on preset programs [3] Market Dynamics - The investment from JD.com is crucial as it connects Spirit AI to large-scale logistics scenarios, enhancing the practical application of its technology [4] - The collaboration with major industry players like Xiaomi and CATL indicates a shift from purely financial investments to strategic partnerships aimed at market penetration [4] Competitive Landscape - The embodied intelligence sector is evolving from a focus on technology to an emphasis on practical application and market readiness, with a clear divide emerging between successful companies and those struggling to commercialize their innovations [5][6] - Companies lacking cross-scenario adaptability may face significant challenges as industry leaders leverage their resources to dominate the market [6]