此外，从大额融资的事件来看，根据投中嘉川CVSource的统计，2025年前8个月具身智能赛道融资事件 达到了138起，其中亿元以上规模的融资事件达到52起。仅在7月7日到13日这一周，就有6家具身智能的 初创公司官宣了"亿元"级别以上的融资。 "亿元级融资"似乎已成为这个赛道的入场门槛，资本对这一赛道的狂热，再次让"泡沫"争议浮出水面， 毕竟如今大部分的人形机器人仍处于技术周期，离真正落地应用并走向产业化仍有不小的距离。当前凭 借"讲故事"获得巨额资金，不少人担忧"退潮"之后会一地鸡毛，但也有人认为，这次不同于过去任何一 次"泡沫"，是对一次颠覆性技术崛起的押注。我们该如何看待这份热度背后的"泡沫"？资本究竟在为什 么而"买单"？ 记者观察发现，看似狂热的资本背后实则有三条清晰的逻辑主线：一是抢抓时间窗口。当前人形机器人 虽品类繁多，但真正落地、尤其走进C端家庭的产品屈指可数，赛道正处于"技术突破期"的关键节点。 谁能率先实现落地并量产、让用户形成使用习惯，谁就能抢占先发优势——一旦技术成熟、市场格局定 型，后来者将很难追赶。资本愿意为这种"先到先得"的机会支付溢价，本质是在赌行业"入场券"。 日前，消费级 ...

Group 1: Public Data Sharing Progress - Multiple regions in China have made significant advancements in public data sharing applications, with Jiangsu launching an integrated public data authorization platform and developing 86 public data products across various sectors including financial services and low-altitude economy [1] - Shandong has conducted over 52 billion data sharing instances and created over 90 high-quality datasets focused on artificial intelligence in industrial manufacturing and transportation [1] - Guangdong has opened over 27 billion public data records to society, supporting efficient service delivery [1] Group 2: Investment in Robotics - Lexiang Technology has completed a 200 million yuan financing round, led by Zhongding Capital, with existing investor IDG Capital also participating [2] - The funds will be used for research and development of core components, robot body and motion control technology, and consciousness bionic model iteration, aiming to accelerate the large-scale deployment of consumer-grade intelligent products [2] - The financing reflects strong market confidence in the consumer robotics sector, although high R&D costs and technical bottlenecks may impact profitability [2] Group 3: Metaverse Industry Growth - The scale of Shanghai's metaverse-related industries has surpassed 300 billion yuan, with over 30 XR terminal manufacturing companies and a significant share of core component production [3] - Future efforts will focus on technological breakthroughs and application trials in areas such as physical AI, spatial computing, digital humans, and 3D digital content [3] - The local government's strong support for emerging industries is expected to facilitate the transition of the metaverse from concept to tangible economic impact, attracting more capital and enhancing company valuations [3]

Group 1 - Multiple regions in China have made significant progress in public data sharing applications, with Jiangsu launching a unified public data authorization platform and developing 86 public data products across various sectors [1] - Shandong has conducted over 52 billion data sharing instances and created over 90 high-quality datasets focused on AI development in industrial manufacturing and transportation [1] - Guangdong has opened over 27 billion public data records to the public, supporting efficient service delivery [1] Group 2 - Lexiang Technology has completed a 200 million yuan financing round, led by Zhongding Capital, with existing investor IDG Capital also participating [2] - The funds will be used for R&D of core components, development of robotic body and motion control technology, and iteration of consciousness bionic models, aiming to accelerate the commercialization of consumer-grade intelligent products [2] - This financing indicates strong market confidence in the consumer robotics sector, although high R&D costs and technical bottlenecks may impact profitability [2] Group 3 - The scale of the metaverse-related industries in Shanghai has surpassed 300 billion yuan, with over 30 XR terminal manufacturing companies and a significant share of core component production [3] - Future initiatives will focus on technological breakthroughs in AI, spatial computing, and digital content, as well as promoting large-scale applications in various sectors [3] - Local government support for emerging industries is expected to facilitate the transition of the metaverse from concept to tangible economic impact, attracting more capital and enhancing company valuations [3]