点击下方 卡片 ，关注" 具身智能 之心 "公众号 编辑丨 具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 2025年10月19日至25日，全球机器人领域顶级学术盛会——2025 IEEE/RSJ智能机器人与系统国际会议（IROS 2025）在杭州成功举办。 本届大会以 "人类 - 机器人前沿" 为核心主题，聚焦人工智能与机器人技术的深度融合创新。作为具身智能的代表企业，智元机器人首次深度参与IROS，通过全 系列产品实机演示、首届国际挑战赛主办，全面展现其全栈技术、生态构建的领军实力，成为大会焦点之一。 全系产品同台实战，多场景落地能力获国际认可 在大会现场展区，智元机器人携精灵系列、灵犀 X2、远征 A2 等全系列产品矩阵亮相，以沉浸式互动体验直观呈现技术落地成果。 智元精灵系列重点呈现了具身机器人作业智能在工业场景的落地应用。其中，精灵 G1 全程无人工干预，完成物流场景全自动供包操作，并与战略合作伙伴德马 科技的飞梭智能分拣机器人实现深度协同。 ...

Core Insights - The Open Source Harmony Technology Conference was held in Changsha, where the Open Source Harmony 6.0 Release version was officially launched, and the incubation ceremony for the embodied intelligence PMC was initiated [1] - Zhiyuan Robotics was invited to participate in the establishment of the Open Source Harmony ecosystem, contributing to the development of the robotics open-source ecosystem [1] Group 1 - Zhiyuan Robotics has developed Lingqu OS, the industry's first reference framework for embodied intelligence operating systems, which is based on high-performance middleware AimRT and provides a stable and efficient service framework [3] - Lingqu OS features an open intelligent agent service framework that lowers application barriers and offers a rich toolchain to help developers create a technical closed loop [3] - The collaboration between Lingqu OS and the OpenHarmony ecosystem allows for optimal performance inference of embodied intelligence models on robotic bodies, supporting the development of full-size humanoid robot industries [3] Group 2 - The "layered open-source, co-construction, and sharing" model of Lingqu OS complements the OpenHarmony ecosystem, addressing industry challenges such as system ecological fragmentation and high technical adaptation costs [3] - Zhiyuan Robotics' participation in the establishment of the Open Source Harmony embodied intelligence PMC is based on its strong foundation in embodied intelligent hardware research and scene implementation [3] - By Q4 2025, Lingqu OS will gradually be open-sourced, and the ongoing development of the Open Source Harmony embodied intelligence PMC will create a standardized reference framework for the entire industry chain [5] Group 3 - Zhiyuan Robotics is actively collaborating with various parties to promote the large-scale and ecological development of the embodied intelligence industry, aiming to usher in a future of human-machine symbiosis [5]

Group 1 - Alipay launched the automotive industry's first "in-car AI QR code payment" solution [1] - Zhiyuan participated in the establishment of the open-source HarmonyOS embodied intelligence PMC, aiming to build a robot open-source ecosystem with Lingqu OS [1] - Mixed Yuan Image 3.0 officially released: open-source and free to use [1] - Ecovacs reached a full-stack AI cooperation with Alibaba Cloud [1]

Core Viewpoint - The article discusses the emerging trend of "investing before becoming wealthy" in the AI sector, highlighting how companies are increasingly engaging in early-stage investments to build technological and ecological advantages [5][6][20]. Group 1: Company Overview - Zhiyuan Robotics held its first partner conference in Shanghai, where CEO Deng Taihua outlined the company's investment strategy, planning to establish a professional CVC platform and incubate over 50 early-stage projects within three years [6][10]. - The company has invested in 15 firms over the past year, achieving an annualized return rate of 8 times, positioning itself as a significant player in early-stage tech investments [7][13]. Group 2: Investment Strategy - Zhiyuan Robotics has completed 11 rounds of financing, maintaining a leading position in terms of cumulative financing and valuation in the domestic market [8][9]. - The company is set to enter a phase where it can easily secure funding, with plans for a C round of financing by the end of the year, attracting more international industrial capital [10][12]. Group 3: Investment Activities - The company has made two significant moves: acquiring the publicly listed company Shuangwei New Materials for 2.1 billion and becoming a key angel investor in the upstream and downstream of embodied intelligence [10][11]. - The 15 invested companies span various sectors, including robotics and AI software development, with several already securing new rounds of financing, indicating rapid growth in their valuations [12][13]. Group 4: Industry Trends - The trend of unicorns acting as investors is not isolated to Zhiyuan; other AI companies are also engaging in early-stage investments to strengthen their business ecosystems [16][17]. - The article notes that many AI companies are investing shortly after their establishment, contrasting with the longer timelines seen in previous tech waves like the internet [19][20]. Group 5: Future Outlook - Zhiyuan Robotics plans to invest several billion in the next three years through its "Zhiyuan A Plan," aiming to create a trillion-level industrial ecosystem [15][20]. - The aggressive investment strategy reflects a shift in competition from individual technologies to entire ecosystems, with companies leveraging capital to accelerate their market presence [20].

Core Insights - The rise of humanoid robots is a significant trend in 2025, with various events showcasing their capabilities, marking the year as the "Year of Humanoid Robots" [1] - A notable startup, Zhiyuan Robotics, founded in February 2023, is rapidly emerging as a leader in the industry, alongside Yushu Technology [1][3] Company Developments - Zhiyuan Robotics plans to open-source its self-developed embodied intelligence operating system, Lingqu OS, in Q4 of this year, aiming to establish a competitive alternative to the dominant Robot Operating System (ROS) [3][6] - The company has already launched Lingqu OS, which is the first native operating system supporting embodied intelligence, integrating cloud and physical systems [6] - Zhiyuan Robotics is committed to building an ecosystem for humanoid robots by providing platforms, tools, and open interfaces to developers, enhancing collaboration within the industry [8] Strategic Initiatives - The company has introduced the LinkCraft platform, an AI-enhanced tool for creating and editing robot actions, aimed at simplifying the customization of robot behaviors [11] - Zhiyuan Robotics is implementing a "be integrated strategy" to accelerate the adoption of humanoid robots across various sectors, including entertainment, industrial manufacturing, and logistics [11][14] - The company is also developing a tiered distribution system, with plans to increase channel sales from 30% this year to 70% next year [13][14] Growth Projections - Zhiyuan Robotics has set ambitious shipment targets, aiming for 600 units in 2024, 5,000 units in 2025, and 30,000 units in 2026, indicating a strong growth trajectory [14]

Group 1 - The core strategy of Zhiyuan Robotics involves establishing a CVC platform and launching the "Zhiyuan A Plan" to incubate over 50 early-stage projects within three years, aiming to create a trillion-level industrial cluster [1][4] - In the past year, Zhiyuan Robotics has invested in 15 companies, achieving an annualized return rate of 8 times, positioning itself as a focused early-stage venture capital firm [1][7] - The company has completed 11 rounds of financing, maintaining a leading position in terms of cumulative financing and valuation in the domestic market [2][3] Group 2 - Zhiyuan Robotics has made significant acquisitions, including the purchase of the listed company Shuangwei New Materials for 2.1 billion, marking a new approach in the primary market [4] - The company has actively invested in the upstream and downstream of the embodied intelligence industry chain, becoming a key angel investor [4][6] - The investments span various early-stage projects, including those in robotics and AI, with a focus on building a robust ecosystem [6][9] Group 3 - The trend of unicorn companies in the AI sector transitioning into investment roles is becoming common, with many starting to invest shortly after their establishment [9][12] - Companies like Zhiyuan Robotics are leveraging capital to build technological moats and ecological barriers, indicating a shift in competitive dynamics within the AI industry [1][12] - The rapid pace of technological evolution necessitates a corresponding acceleration in capital investment, contrasting with the slower investment timelines seen in previous tech eras [12]

Core Insights - The first Zhiyuan Robotics Partner Conference was held on August 21 in Shanghai, focusing on accelerating the commercialization of embodied intelligence and transitioning the industry from "technical exploration" to "scaled commercial application" [1] Group 1: Ecosystem Development - Zhiyuan Robotics aims to build a comprehensive ecosystem by 2025, positioning embodied intelligence as the next smart terminal after smartphones and automobiles [1] - The strategy includes mass production of general-purpose humanoid robots, creating a robust collaborative software and hardware platform, and expanding into industrial, commercial, and home scenarios [1] - Key initiatives for ecosystem co-construction involve open-source middleware (AimRT), datasets, and the "Lingqu OS" system, alongside an integrated strategy to promote industry collaboration [1][3] Group 2: Product and Technology Strategy - The CTO introduced a "1+3" full-stack technology strategy, which includes one robot body and three core intelligences: motion intelligence, interaction intelligence, and operation intelligence [2] - Three product series were showcased: Expedition A2 (the first globally certified commercial humanoid robot), Yuanshi G1 (industrial/commercial data tasks), and Lingxi X2 (an educational robot) [2] - The company is focusing on eight major application scenarios, providing scalable solutions across various industries [2] Group 3: Partnership and Resource Allocation - The 2025 partnership policy will tier high-end resources directly to quality partners, with a goal of deploying over 100,000 general-purpose robots in three years [3] - Zhiyuan Robotics is establishing a closed-loop value chain through strategic partnerships, optimizing component development and production while enhancing robot performance and quality [3] Group 4: Supply Chain and Investment Strategy - Several listed companies are involved in Zhiyuan's ecosystem, covering key components such as actuators, sensors, AI models, and assembly [4] - Investment strategies include following the supply chains of leading robot manufacturers, with specific focus on companies like Lianyi Zhizao and Green Harmonic [4] - The market outlook suggests a potential shift in focus towards Tesla's supply chain following the release of Optimus V3 in Q4 2025 [4]

Core Viewpoint - The article discusses the competitive landscape of humanoid robotics in China, focusing on two leading companies: ZhiYuan Robotics and YuShu Technology, highlighting their strategies, partnerships, and market positioning. Group 1: ZhiYuan Robotics - ZhiYuan Robotics held its first partner conference on August 22, showcasing its "high-profile" development model and a comprehensive layout across the entire robotics industry chain [4][5] - The company aims to complete its Series C financing by the end of the year, with expectations of thousands of units shipped this year and tens of thousands next year, primarily targeting B2B markets [4][5] - ZhiYuan has established partnerships with numerous companies in the robotics supply chain, including Lens Technology and LiJing Innovation, and has invested in 15 early-stage projects [5][6] - The company has launched an open-source robotics middleware and a general-purpose embodied intelligence operating system, aiming to create a self-evolving intelligent system [6][7] - ZhiYuan's strategy includes a focus on three core capabilities: motion intelligence, interaction intelligence, and operational intelligence, with a goal of creating a comprehensive product lineup [5][14] Group 2: YuShu Technology - YuShu Technology is characterized as a "hardware-focused" company, emphasizing its strong motion capabilities and targeting educational and research markets for its humanoid robots [10][16] - The company has achieved annual revenue exceeding 1 billion yuan, with a significant portion coming from its biped humanoid robots, and plans to deliver over 1,500 units in 2024 [16][20] - YuShu has initiated its IPO process, with expectations of a high valuation, indicating strong market interest and potential for growth [20] Group 3: Market Dynamics and Comparisons - The article contrasts the two companies' approaches, with ZhiYuan focusing on software and AI capabilities while YuShu emphasizes hardware performance [10][14] - Both companies are racing towards IPOs, with ZhiYuan successfully acquiring a controlling stake in a listed company, enhancing its market position [17][18] - The competition between ZhiYuan and YuShu reflects broader trends in the humanoid robotics sector, where technological advancements and market strategies will determine future success [21][22]

Core Viewpoint - The article emphasizes that the world is on the brink of a "bodily intelligence explosion," with artificial intelligence accelerating towards AGI (Artificial General Intelligence), and predicts that by 2025, embodied intelligent robots will reach a commercial development turning point, becoming the next generation of mass intelligent terminals after smartphones and cars [2][4]. Group 1: Company Strategy and Vision - The company aims to create a comprehensive software and hardware platform for general-purpose humanoid robots, focusing on strong intelligence and easy collaboration, to gradually implement commercial applications in industrial, commercial, and home scenarios [2][3]. - The core strategy includes "ecological co-construction" as a key driver for scaling the embodied intelligence industry, with plans to gather global innovation through open-source initiatives, integration, and capital empowerment [3][4]. Group 2: Product Development and Technology - The company has developed a full series of products suitable for various scenarios, including the "Expedition" series, "Sprite" series, and "Lingxi" series, each targeting different applications such as entertainment, industrial, and educational uses [6][8]. - The "1+3" full-stack technology strategy focuses on building three core capabilities: motion intelligence, interaction intelligence, and operational intelligence, with the goal of creating a self-evolving general embodied intelligent base [6][8]. Group 3: Ecosystem and Market Expansion - The company has launched the "Zhiyuan A Plan," aimed at incubating over 50 high-potential early-stage projects within three years to create a trillion-level industry ecosystem, providing technical support, financing, and open scenarios for participants [4][8]. - The company plans to achieve a deployment of 100,000 general-purpose robots over the next three years, supporting a wide range of tasks and building an open, self-evolving, and self-growing ecosystem for general robots [8].

Core Insights - The conference showcased the comprehensive layout of Zhiyuan Robotics in product, technology, business, ecology, capital, and team, emphasizing the transition from "technical exploration" to "scale commercialization" in the industry [1][2][4] Group 1: Strategic Vision and Goals - Zhiyuan Robotics aims to become a global leader in the intelligent robotics field, focusing on creating a universal robotics ecosystem and accelerating the arrival of the general intelligence era [4] - The company has set a target to achieve large-scale deployment of general-purpose robots, with a goal of deploying 100,000 units over the next three years [11] - The core strategy includes building a strong intelligent and collaborative hardware and software platform, progressively advancing commercial applications in industrial, commercial, and home scenarios [4][11] Group 2: Technological Advancements - The "1+3" full-stack technology strategy focuses on developing three core capabilities: motion intelligence, interaction intelligence, and operational intelligence, allowing for flexible combinations in various robotic forms [7] - Zhiyuan Robotics has introduced several product series, including the Expedition A2, which is the first full-size humanoid robot for commercial deployment, and the Lingxi X2, designed for various interactive scenarios [9][11] - The company has launched the Lingchuan OS, the first operating system for embodied intelligence, and an AI-enhanced content generation platform called LinkCraft to facilitate easier robot behavior customization [6][9] Group 3: Commercial Ecosystem Development - Zhiyuan Robotics promotes a "be integrated" strategy, collaborating with industry leaders to create intelligent solutions across eight application scenarios, including logistics sorting and entertainment [5][13] - The company has initiated the "Zhiyuan A Plan," aimed at incubating over 50 high-potential early-stage projects to build a trillion-level industry ecosystem within three years [6] - A multi-tiered partner system is being established to support partners with resources and shared industry benefits, facilitating the transition of AI capabilities into practical productivity [13]