以下文章来源于正和岛 ，作者微澜 正和岛 . 正和岛，基于信任链接的企业家供需适配平台。 来源丨正和岛（ID：zhenghedao） 作者丨微澜 图源丨Midjourney 2025 年，中国具身机器人赛道风起云涌。 从今年年初，宇树科技的机器人登上春晚，正式拉开了中国具身智能机器人元年的大幕； 到今年年底，整个具身智能机器人行业百花其放，涌现出大量的明星企业，智元、众擎、小鹏、优必 选…… 显然，具身智能机器人赛道正在成为未来最具想象力的赛道。 根据摩根士丹利全球具身 AI 团队在最新发布的《机器人年鉴》中预测，基准情形下，全球机器人硬 件销售额将从 2025 年的约 1000 亿美元激增至 2030 年的 5000 亿美元， 2040 年达到 9 万亿美 元，并在 2050 年攀升至 25 万亿美元。 这一预测仅涵盖硬件销售，若加上软件服务、维护及供应 链相关收入，市场规模可能成倍增长。 而今天，我们要分享的也正是一位当下机器人赛道炙手可热的创业明星——首形科技的创始人胡宇 航。 大多数人可能都没太听说过这个名字，但是下面视频中的这个机器人，大家应该或多或少在短视频平 台上刷到过。 视频中的机器人正是由胡 ...

近日， 超仿生机器人研发商 首形科技AheadForm宣布完成新一轮融资。 本轮融资由中国互联网投资基金 （中网投）与蚂蚁集团联合领投，其他投资方还包括上海未来产业基金、东方富海、招商局创投等。 据 悉，本轮融资将主要用于产品矩阵扩展、小批量量产体系搭建，以及核心模型与软件算法的持续迭代。 这是首形科技今年完成的第四轮融资。在此之前，首形科技于9月底才完成上一轮融资，该轮融资由蚂蚁 集团领投，其他投资方还包括锦秋基金、厚雪资本、弘晖基金、鹏城愿景基金、顺为资本、招商局创投、 Taihill等。另外，首形科技还分别于6月底和8月中旬完成了两轮融资。 资本的密集加码，充分体现了首形科技所坚持的以人形界面为载体的具身智能路径，正获得来自投资端与 产业侧的系统性认可。 面向具身智能领域，首形科技选择了从人形面部、情绪表达与自然交互切入。其后的逻辑是，"脸"不仅是 表达情绪的出口，更是建立交互意愿的入口——它决定了人类是否愿意开始一次对话。 在此基础上，近日首形科技进一步完成了眼神系统的显著强化，让机器人通过对注视方向、眼球微运动与 脖子节律的协同优化，实现目光不再只是简单的"朝向控制"，而开始呈现出更接近人类的稳定感 ...

Core Insights - Shouxing Technology has completed its third round of financing this year, raising over 100 million yuan, led by Ant Group with participation from various well-known venture capital firms and research institution funds [2] Company Overview - Founded in 2024, Shouxing Technology is a rising player in the embodied intelligence sector, focusing on human-computer interaction technology. The founder, Dr. Hu Yuhang, a Columbia University graduate, developed a model for predicting facial empathy expressions, enabling robots to understand human facial changes [3] Financing Purpose - The funds from this round of financing will primarily be used for iterating the emotional base model and implementing applications in multiple scenarios. The company aims to enhance the emotional expression capabilities of robots and improve interaction experiences, providing users with more natural and intelligent human-computer interactions [4] Investment Rationale - Ant Group's representatives highlighted Shouxing Technology's unique technological advantages, including its multimodal emotional system and high-precision expression control algorithms, which represent breakthroughs in the industry. The company's talent background and market potential are also seen as highly attractive, indicating a promising future in the human-computer interaction field [5] Investment Ecosystem Perspective - The financing round for Shouxing Technology is viewed as a significant move in the embodied intelligence sector. The government has shown strong support for the development of the artificial intelligence industry through relevant policy documents encouraging innovation and entrepreneurship. This financing not only received recognition from professional investment institutions but also support from research institution funds, reflecting the investment ecosystem's confidence in its technological strength and market potential [6]

2025年9月: D （）中国9月官方制造业、非制造业PMI数 2中国9月RatingDog制造业、服务业、 数据将公布 3 第二届培育钻石研讨会将于9月30日在 4 德国9月CPI数据将公布 5 美国9月諮商会消费者信心指数等将公 1 隔夜市场 美股三大指数集体收涨，道指涨0.15%，纳指涨0.48%，标普500指数涨0.26%，大型科技股涨跌不一，英伟达涨超2%，亚马逊涨超1%，博通跌近2%；加密 货币概念、金属原材料涨幅居前，Coinbase涨超6%，Circle、世纪铝业涨超5%，南方铜业涨超3%。纳斯达克中国金龙指数涨2.03%，中概股普遍上涨，哔哩 哔哩、阿里巴巴、新东方涨超4%，理想汽车、京东涨超3%，百度、蔚来涨超2%。 现货黄金突破3830美元，收报3832.94美元/盎司，再创新高；COMEX黄金期货涨1.42%，报3862.90美元/盎司；COMEX白银期货涨0.97%，报47.11美元/盎 司。 国际油价大幅收跌，美油主力合约跌3.86%，报63.18美元/桶；布伦特原油主力合约跌3.51%，报66.79美元/桶。 欧洲三大股指收盘小幅上涨，德国DAX指数涨0.02%报23745.06 ...

Core Insights - Jinqiu Capital completed its investment in AheadForm in 2025, focusing on early-stage companies in the field of general artificial intelligence [2] - AheadForm is a leading company in ultra-high bionic emotional interaction robots, having completed its third round of financing this year [3][7] - The latest funding round was co-led by Ant Group and Jinqiu Capital, with participation from several other investors, and will be used for the iteration of emotional base models and multi-scenario applications [7] Company Overview - AheadForm is pushing for a paradigm shift in the interaction between virtual digital life and users, aiming to create perceivable, communicable, and autonomous entities [8] - The company has a competitive edge in robot hardware and bionic motion algorithms, which positions it favorably in its niche market [8] - The emotional base model being developed will enhance the emotional expression capabilities of current dialogue models, aiming for immersive and sustainable interactions [8] Product Development - The "Spirit Plan" emphasizes aesthetic value and character, positioning humanoid robots as both functional tools and art collectibles [10] - The latest product, "Spirit·Xuan," has garnered significant attention for its ultra-bionic face and high recognition design, embodying both human-like and artistic identities [10] - The founder believes that humanoid robots should not just be seen as tools but as entities capable of genuine emotional connection [12] Founder Insights - The founder, Hu Yuhang, actively shares insights on research and entrepreneurship through social media, amassing over 2 million followers [14]

Core Viewpoint - Shouxing Technology, a leading company in the field of humanoid robots, has successfully completed a Series A financing round, indicating strong market confidence in its technology and commercialization prospects [1][3]. Company Overview - Founded in June 2024 and headquartered in Shanghai, Shouxing Technology focuses on embodied intelligence, led by Dr. Hu Yuhang, a PhD from Columbia University, and a team of elite professionals from top global institutions [3][5]. - The company's vision is to integrate cutting-edge AI and robotics to create humanoid robots capable of deep interaction and emotional resonance, transitioning service robots from mere "functional tools" to "emotional partners" [3]. Technology and Innovation - Shouxing Technology has established three core technological pillars to define "humanoid perception," focusing on giving robots more human-like appearances and behaviors [7]. - The company employs autonomous learning technology that breaks away from traditional pre-set models, utilizing self-supervised learning and self-modeling techniques to enable robots to adapt and evolve continuously [8]. - The Emotional Foundation Model addresses the industry's challenge of insufficient emotional interaction data, allowing robots to interpret emotions and generate empathetic responses, thus driving deeper human-robot interactions [10]. - The company has developed fully self-researched humanoid facial hardware that accurately replicates facial structures and expressions, aiming to evoke natural empathy from users and avoid the "uncanny valley" effect [12]. Product Offering - The core product, Emo robot, is the world's first humanoid platform capable of real-time facial expression feedback, suitable for emotional companionship in homes and public service scenarios [12]. - Emo robot's ability to trigger emotional resonance makes it an effective tool in attention economy contexts, such as retail and experiential marketing, by converting emotional engagement into traffic and brand value [12]. Commercial Strategy - Shouxing Technology's commercialization strategy emphasizes the importance of emotional connection over mere verbal interaction, positioning humanoid robots as superior to traditional voice assistants [14]. - The company plans to deploy robots in emotionally rich interaction scenarios, such as flagship stores and theme parks, to quickly establish emotional connections and perceived value [14]. - Internal testing of Emo robots is set to begin by the end of the year, marking the first phase of user engagement [14].