来源：直通IPO；文/孙媛 | 辅导对象 | 杭州云深处科技股份有限公司 | | | | --- | --- | --- | --- | | 成立日期 | 2017年11月29日 | | | | 壮族童本 | 823.4958 万元 | 法定代表人 | 朱秋国 | | 注册地址 | 浙江省杭州市西湖区三墩镇振华路666号名栖首座3号楼3层318-2 | | | | | liki | | | | 控股股东 | 朱秋国直接持有公司股份1.350,000股,持股比例为16.39%,通过 | | | | | 员工持股平台杭州空见投资管理合伙企业(有限合伙)间接控制公 | | | | | 司股权比例为 10.74%;公司股东李超持有公司股权比例为5.46%, | | | | 及持股比 | 其已与朱秋国签订《朱秋国与李超关于杭州云深处科技有限公司之 | | | | 例 | 一致行动协议》,系朱秋国的一致行动人,在公司所有重大事项的 | | | | | 决策和行动上与朱秋国保持一致。 | | | | | 因此,朱秋国为发行人控股股东及实际控制人,其与一致行动人合 | | | | | 计控制发行人 32.60%的股份。 | ...

Core Insights - The article discusses the financing situation of embodied robots in 2025, focusing on companies involved in the development of embodied robots, components, and algorithms, with a particular emphasis on funding amounts exceeding 100 million yuan [1]. Company Summaries - **AI² Robotics**: Secured hundreds of millions in funding, focusing on AGI-native general intelligent robots, with applications in semiconductor, automotive, electronics, biotechnology, and public services [3]. - **Self-Variable Robotics**: Raised 1 billion, specializing in AI and robotics technology innovation, building general intelligent agents based on large robot models [4]. - **Xingyuan Intelligent Robotics**: Received 300 million, developing a general embodied brain technology, aiming for multimodal spatial intelligence [5]. - **Differential Intelligence**: Funded 100 million, creating a leading global aerial robot intelligent brain and cluster system for industrial and urban applications [6]. - **Dyna Robotics**: Raised 120 million, focusing on AI-driven robots for various tasks, emphasizing cost-effective learning in real production scenarios [7]. - **Motorevo**: Secured 100 million, specializing in robot joints and power units, including desktop robotic arms and quadruped robots [9]. - **Lexiang Technology**: Funded 200 million, dedicated to developing general small embodied robots for family use [10]. - **Qianjue Robotics**: Raised 100 million, focusing on high-dimensional multimodal tactile perception technology for robots [11]. - **Leju Robotics**: Secured 1.5 billion, involved in humanoid robot development, with a dual strategy for commercializing small humanoid robots [12]. - **Lingxin Qiaoshou**: Received hundreds of millions, focusing on a platform for embodied intelligence with a series of dexterous hands [13]. - **Songyan Power**: Funded 300 million, specializing in humanoid robot development and manufacturing [14]. - **Wubai Intelligent**: Raised 500 million, focusing on bionic intelligence and robotics, with a focus on general humanoid robots [15]. - **Shengshi Weisheng**: Secured 100 million, developing intelligent robots for manufacturing automation [16][17]. - **Zhongke Optoelectronics**: Funded 215 million, focusing on high-end intelligent robot products for military and manufacturing sectors [18]. - **Deep Intelligent**: Raised 200 million, specializing in general embodied intelligent robots [20]. - **Wujie Power**: Secured 300 million, focusing on building a "general brain" for robots [21]. - **Yuanli Lingji**: Funded hundreds of millions, specializing in embodied intelligence solutions for industrial and logistics automation [22]. - **Accelerated Evolution**: Raised 100 million, focusing on humanoid robot development [23]. - **Stardust Intelligent**: Secured hundreds of millions, developing commercial humanoid robots with strong operational performance [25]. - **Light Wheel Intelligent**: Focused on high-quality simulation and physical AI technology for robots [26]. - **New Era Intelligent**: Raised 100 million, specializing in commercial cleaning robots [27]. - **Star Motion Era**: Funded over 1 billion, focusing on general artificial intelligence and humanoid robot technology [28]. - **Aoyi Technology**: Secured 160 million, specializing in non-invasive brain-machine interfaces and rehabilitation robots [29]. - **Daimeng Robotics**: Raised 100 million, focusing on tactile perception technology and wearable remote operation systems [30]. - **Luming Robotics**: Funded hundreds of millions, focusing on family-oriented intelligent robots [32]. - **UniX AI**: Secured 300 million, specializing in AI and humanoid robotics [33]. - **Ling Sheng Technology**: Raised 100 million, focusing on multi-modal perception and decision-making systems for robots [34]. - **Cloud Deep Technology**: Funded 500 million, specializing in quadruped robot development [35].

Financing Transactions - Hongxin Biotech completed Series A financing, attracting top venture capital firms such as IDG Capital, Jingwei Venture Capital, and Tencent Investment, indicating strong market confidence in China's original RNA platform technology [1] - Jita Semiconductor completed Series D financing with investments from CITIC Capital, China International Capital Corporation, and China Electronics, highlighting its strategic position in the national semiconductor industry chain [2] - Weilian Star completed Series C financing of 400 million RMB, with investors including Hongtai Fund and CICC, focusing on next-generation communication applications in the 5G-A/6G era [3] - Zongwei Technology completed Series C financing of several hundred million RMB, with investments from Innovation Works and BlueRun Ventures, recognized as a key player in industrial automation [4] - Yundongchu Technology completed Series C financing of 500 million RMB, with a strong lineup of investors, establishing itself as a leader in commercializing quadruped robots [5] - Beidou Zhili completed Series B financing of several hundred million RMB, with investments from GAC Group and Shangqi Capital, recognized for its integration of high-precision positioning and intelligent cockpit technologies [6] - Houmo Intelligent completed Series B financing, focusing on a disruptive "storage-computing integration" architecture to challenge traditional chip performance [7] - Unconventional AI raised $475 million in seed funding from top venture capital firms, exploring AI simulation computing based on semiconductor physical properties [8] - Castelion completed $350 million in Series B financing, with significant investment from Silicon Valley funds, focusing on hypersonic technology [9] - BlossomHill Therapeutics completed $48 million in B+ financing, addressing drug resistance in cancer and autoimmune diseases through innovative drug design [10]

Core Insights - Hangzhou Yundongchu Technology Co., Ltd. has changed its name to Hangzhou Yundongchu Technology Co., Ltd. and is preparing for an IPO, following a trend among leading players in the embodied intelligence sector [3][22] - The company recently completed a financing round of nearly 500 million yuan, attracting around 20 investment institutions, indicating strong market interest [4][24] - The competition for IPOs in the embodied intelligence sector is intensifying, with several companies like Yushun and Leju also moving towards public offerings [22][26] Company Developments - Yundongchu's founder, Zhu Qiuguo, has a strong background in robotics, having obtained a Ph.D. from Zhejiang University and worked on bipedal robots [9][12] - The company has developed a series of quadruped robots, including the "Jueying" series, which have been deployed in various applications such as power station inspections and emergency rescue [17][18] - Yundongchu's strategic vision includes expanding into humanoid and wheeled robots, with plans to penetrate international markets [20][21] Industry Trends - The embodied intelligence sector is witnessing a surge in IPO preparations, with companies racing to secure funding and market presence [22][40] - The global humanoid robot order volume is expected to exceed 10,000 units in 2025, highlighting the industry's growth potential despite current challenges in mass production [41] - Companies are leveraging IPOs not only for funding but also for gaining credibility in securing large contracts and partnerships [42][43] Financial Performance - Yundongchu has reportedly seen a revenue growth of over 100% year-on-year, with a significant increase in product shipments [46] - Comparatively, Yushun has disclosed annual revenues exceeding 1 billion yuan, indicating strong market performance among leading players [46] - The competition for market share and technological advancement is critical, as companies seek to establish themselves as leaders in the rapidly evolving robotics landscape [40][51]

Core Viewpoint - DEEP Robotics showcases its advancements in embodied intelligent robots and practical applications at WAIC 2025, highlighting its leadership in technology breakthroughs and real-world applications [2] Group 1: Industry Application - DEEP Robotics creates a demonstration area at the exhibition to realistically replicate the electric power inspection scenario, showcasing the practical capabilities of its quadruped robots in industrial settings [3] - The simulated electric power inspection process is managed by DEEP Robotics' self-developed "Intelligent Inspection System," which maintains an accuracy rate of over 95% through intelligent recognition and self-correction technology [5] - The Intelligent Inspection System can autonomously conduct inspections and return even in the event of network disconnection, significantly enhancing inspection efficiency and quality across large areas [5] Group 2: Product Matrix - DEEP Robotics presents a diverse product matrix covering multiple scenarios, including the latest advancements in key technologies such as intelligent perception, interaction, and motion control, featuring products like the Jueying Lite3 and flagship quadruped robot Jueying X30 [6] - The company's products and solutions have been successfully implemented in over 600 industry application projects across 44 countries and regions globally, covering various fields such as construction surveying, industrial operation and maintenance, emergency firefighting, electric power inspection, security patrol, and education research [8] Group 3: Future Direction - DEEP Robotics aims to continue its focus on independent innovation and increase R&D investment to drive ongoing breakthroughs in core technologies, while also exploring industry needs to promote deeper applications of embodied intelligent robots [10] - The company is committed to contributing to a more efficient, safer, and smarter future across various industries through the large-scale application of its intelligent robots [10]

Core Insights - The focus of the visit was on the industrial metaverse and intelligent technology, aiming to deepen cooperation between academia and industry [5]. Group 1: Key Institutions and Technologies - Zhejiang University’s Computer Aided Design and Graphics Laboratory is the only national key laboratory in CAD and graphics technology in China, specializing in digital twin engines, virtual-real fusion rendering technology, and AI-driven 3D modeling algorithms [1]. - DEEPRobotics, a leader in embodied intelligence innovation, has developed fully autonomous quadruped robots for inspecting substations, with applications in various environments including emergency rescue and fire reconnaissance [2]. - The future factory of H3C Technology Co., Ltd. integrates cutting-edge technologies such as 5G, artificial intelligence, and industrial internet, serving as a model for intelligent manufacturing [3]. - Yushu Technology, a globally recognized company in consumer and industrial robotics, has a market share exceeding 60% in quadruped robots, with applications in industrial inspection and emergency rescue [4]. - Chicheng Digital Technology Co., Ltd. is a national-level specialized "little giant" enterprise, providing technology products across critical industries such as transportation, energy, and environmental protection, and is a partner of Zhengzhou Shengda Economic and Trade Management College [5]. Group 2: Collaborative Initiatives - The visit included discussions on establishing an industrial intelligent collaborative innovation center, creating a practical training base, and jointly applying for a national-level industry academy [5]. - Chicheng Digital committed to establishing a national delivery center in Zhengzhou to enhance talent cultivation and research collaboration [5]. - The overall aim is to integrate technologies like digital twins, intelligent robots, and 5G industrial internet to create an innovative educational ecosystem that combines virtual and real-world applications [5].