Core Insights - The Chinese robotics industry experienced a resurgence in financing activities in June 2025, with 49 financing events, a 14% increase from May's 43 events, although the proportion of undisclosed amounts rose to around 53% [1] - The estimated financing scale for June ranged between 3.4 billion to 7.4 billion yuan, a noticeable contraction from May's range of 5.3 billion to 9.7 billion yuan, indicating a shift in capital focus towards early-stage and smaller projects [1][4] - The financing distribution showed a concentration in early-stage investments, with seed/angel rounds and A rounds accounting for 80% of the total, reflecting sustained innovation momentum in the industry [2] Financing Trends - In June, early-stage investments dominated, with 11 seed/angel rounds and 28 A rounds, marking an increase of 5.6 percentage points from May [2] - The B round maintained 5 events, while the C round saw a significant rebound to 3 events, indicating some growth-stage projects gained capital recognition [2] - The distribution of financing events revealed a "pyramid" structure, contrasting with the previous "dumbbell" pattern, suggesting a strategic shift towards diversified investments [1][2] Sector Performance - The service robotics sector led with 12 financing events, with humanoid and quadruped robots making up 66.7% of these, highlighting strong investor interest [2][4] - Core components saw 11 financing events, with new components accounting for 45.5%, indicating ongoing technological iteration [17] - The industrial robotics sector recorded 9 events, with warehouse logistics applications comprising 44.4%, underscoring the demand for intelligent transformation [2] Notable Companies - "Galaxy General Robotics" completed a financing round of 1.1 billion yuan, led by CATL, with total financing exceeding 2.4 billion yuan within two years of establishment [5][7] - "Chengdu Humanoid Robot Innovation Center" received over 100 million yuan in investment, focusing on core technology breakthroughs and ecosystem development [12][14] - "Benmo Technology" raised several hundred million yuan in B and B+ rounds, emphasizing flexible design and production of motors for emerging demands [18][19] Technological Advancements - Galaxy General Robotics has developed several advanced models, including GraspVLA, GroceryVLA, and TrackVLA, enhancing capabilities in perception, decision-making, and navigation [7][8][10] - Chengdu Humanoid Robot Innovation Center has achieved significant breakthroughs in key technologies, including a multi-modal perception system and a lightweight humanoid robot [14][16] - Benmo Technology has introduced high-precision direct-drive joint modules and a leading open-source wheeled robot platform, enhancing adaptability in complex environments [21]

Core Insights - The Guangdong intelligent robotics industry cluster is projected to achieve over 90 billion yuan in revenue by 2024, positioning itself as a leader in China [1] - The industry is experiencing rapid growth, with a focus on supply chain collaboration and application scenarios [1][2] Industry Overview - The upstream of the intelligent robotics industry includes components such as reducers, servo motors, and sensors, with companies like Benmo Technology exploring direct drive technology to enhance efficiency and reduce wear [2] - The Pearl River Delta region has established a robust electronic information industry, creating a "one-hour industrial circle" that facilitates rapid collaboration among partners [3] Application and Impact - Guangdong's industrial robot production is expected to account for 44% of the national total in 2024, maintaining its position as the top producer for five consecutive years [5] - Robots are increasingly integrated into various sectors, enhancing productivity in manufacturing, agriculture, and service industries, with applications ranging from welding to automated inspections [5][6] Technological Development - The industry is at a critical juncture of technological iteration and scene expansion, necessitating the establishment of neutral data collection bases and comprehensive testing platforms for key components [6]

Core Viewpoint - The XbotPark robot base in Dongguan has become a "dream factory" for startups, providing essential support and resources for the rapid development of robotics companies, exemplified by the success of Benmo Technology, which anticipates a revenue increase to 400 million RMB this year [1][3]. Group 1: Company Overview - Benmo Technology has entered a rapid growth phase, expecting to deliver over 10 million direct drive joint modules this year, primarily supplying leading domestic robotics companies [1]. - The company has established over ten automated and semi-automated production lines for core robotic components and has delivered thousands of wheeled robots to over 50 countries [3]. Group 2: XbotPark Robot Base - XbotPark was founded in 2014 by prominent academics and operates under an innovative model of "government support and enterprise operation," creating a comprehensive robotics ecosystem by connecting resources from Hong Kong, mainland China, and globally [3][5]. - The base serves startups through a "shared factory" model, leveraging the efficient supply chain of the Guangdong-Hong Kong-Macao Greater Bay Area to reduce costs and accelerate hardware iteration [5]. Group 3: Support for Startups - The "shared factory" platform provides one-stop solutions for different stages of product manufacturing, enabling startups to achieve rapid prototype design and improve product development efficiency while reducing trial and error costs [5][6]. - Since 2018, the incubation model of XbotPark has expanded nationwide, with over 140 hard-tech companies incubated, including six unicorns valued at over 1 billion USD [6].

投资界6月6日消息，「本末科技」已完成B轮及B+轮融资，累计金额达数亿元人民币。本次融资由北京市先进制造和智能装备产业投资基金领投，北京市 新材料产业投资基金、顺禧基金、联想之星联合跟投，星辰资本担任长期独家财务顾问。融资资金将主要用于三大方向：面向新兴需求的电机柔性化设计 和生产，继续提升直驱关节模组规模化交付能力，加速机器人产品开发迭代与多场景商业化落地。 本末科技轮足机器人 据公开信息展示，本末科技成立于2020年，从事机器人本体及机器人动力模组的研发及生产，目前已设立机器人和核心部件两大事业部，并组建了一支超 过150人的技术研发团队。公司在东莞松山湖设立两大研发中心具身智能机器人技术开拓中心与直驱关节模组技术预研中心，已构建起"机器人本体+核心 部件"的双重研发体系，并配备大型生产基地，形成从设计、打样、生产、检测、认证的全链条闭环能力。 本末科技直驱电机与关节模组 在具身智能赛道，本末科技打造全球领先的开源轮足机器人平台，已推出刑天、TITA、D1等多款轮足式机器人产品。通过机器人本体的模块化设计与形 态多样化探索，结合大模型积累海量场景数据，推动机器人在复杂环境中的适应性与应用价值提升。在产品迭 ...

从多个 渠道 获悉，「本末科技」 已 完成 B轮及B+轮 融资，累计金额达 数 亿元人民币。本 次 融资由北京 市 先进制造和智能装备产业发展投资基金 领投 ，北京 市 新材料产业投资基金、顺禧基金、联想之星联合跟 投，星辰资本担任 长期 独家财务顾问。 融资资金将主要用于三大方向： 面向新兴需求的电机柔性化设计和 生产，继续 提升直驱关节模组规模化交 付能力， 加速机器人产品 开发 迭代与多场景商业化落地。 图：本末科技直驱电机与关节模组 在 具身智能赛道 ， 本末科技 打造全球领先的开源轮足机器人平台，已推出刑天、 TITA、D1等多款 轮足式 机器人 产品。通过 机器人本体的 模块化设计与形态多样化探索，结合大模型积累 海量 场景数据，推动机器 人在复杂环境中的适应性与应用价值提升。 在 产品迭代升级 方面， 加速轮足式机器人运动控制算法优化与 硬件设计，提升环境适应能力 ， 集中在巡检、短途配送、智能工业、智能园区等 场景 打造 应用 落地 ，推 动机器人从 "功能实现"到"价值创造"的跨越 。 图：本末科技轮足机器人 ▍ 商业化加速：千万 台年 交付量与净利润突破 据市场信息显示，凭借自身技术壁垒和 ...

硬氪从多个信源处独家获悉，「本末科技」已完成B轮及B+轮融资，累计金额达数亿元人民币。本次融资由北京市先进制造和智能装备产业投资基金领 投，北京市新材料产业投资基金、顺禧基金、联想之星联合跟投，星辰资本担任长期独家财务顾问。融资资金将主要用于三大方向：面向新兴需求的电机 柔性化设计和生产，继续提升直驱关节模组规模化交付能力，加速机器人产品开发迭代与多场景商业化落地。 一、技术驱动：直驱关节模组与轮足机器人双轮突破 二、商业化加速：千万台年交付量与净利润突破 据市场信息显示，凭借自身技术壁垒和产品竞争力，本末科技已与国内多家头部机器人厂商及智能家电厂商达成深度合作，其产品已覆盖扫地机器人、智 能洗地机、空气净化器、高端洗/烘衣机、智能健身设备、宠物机器人等数十款品类，并实现了直驱关节模组的规模化交付，预计2025年关节模组交付量 将突破千万台。鉴于目前具身智能行业市场分散、产品定义模糊、产品多样化、打样频繁、试错成本高等痛点，本末科技于去年推出了柔性快速交付业 务，组建了专业化的工程师服务团队，并基于大语言模型（LLM）和生成式人工智能（GAI）等技术，构建了全新的柔性交付生态，致力于服务全球数十 万家中小型机 ...