无论科技表情头示意 11月29日，灵猴机器人获A+轮数千万元融资。脱胎于果链企业博众精工，灵猴机器人致力于提供从核 心零部件（机器视觉、直驱电机）到整机ODM的综合性解决方案，年内具身智能机器人订单已超亿 元。 临近年末，机器人行业的资本热度仍在升温，近期，被称为机器人"第三梯队"新势力企业融资消息不 断。 这些企业通常尚未实现大规模商业化，并处于技术探索或融资的初步阶段，但其凭借在细分领域的潜 力，在2025年最后两个月里密集完成融资，展现出强劲的发展势头和清晰的商业化路径。 一、融资热潮：新势力获资本密集加持 | | | | 6家"第三梯队"机器人企业融资信息汇总 | | | --- | --- | --- | --- | --- | | | | | (按融资时间排序) | | | 融资时间 企业简称 | | 融资轮次 | 融资金额 | 投资方 | | 12.2 | 戴盟机器人 | Pre-A轮 | 亿元级 | 中国移动链长基金 | | | 无论科技 | Pre-A.2 | 数千万元 | 滴滴战投领投 | | 11.29 | 灵猴机器人 | A+轮 | 数千万元 | 博原资本、讯飞创投、财通资本、银杏谷资 ...

如今，在政务大厅、地铁、医院、会展中心等地方，我们常常可以看到各式各样的机器人，有条不紊地 做着服务接待、导览讲解、安防巡逻、远程监控等工作。而广州智汇机器人科技有限公司（下称"智汇 机器人"），便是它们的"创造者"之一。 回顾智汇机器人的"成长"历程，中国建设银行广东省分行（下称"建行广东省分行"）称得上是不可或缺 的"伙伴"。2019年，公司刚成立时，由于是轻资产的科技型企业，难以获得传统贷款，而研发投入、硬 件采购、人才引进却刻不容缓。 智汇机器人创始人胡俊文回忆道，"转机发生在和建行进行接触后，他们深入调研企业技术实力与场景 落地潜力后，迅速给我们发放了首笔330万元'抵押快贷'，解决了燃眉之急。" 近年来，在加快培育和发展新质生产力的背景下，代表着科技创新和高端制造业水平的机器人产业迅猛 发展，也催生出大量的金融需求。作为国有大行，建行广东省分行充分发挥"产业赋能者"角色，以服务 好人工智能与机器人产业为突破口，精准对接人工智能产业链上游要素供给、中游技术创新、下游应用 扩大等各环节金融需求，助力广东打造全球领先的智能制造与数字经济新高地。 "精准滴灌"支持产业上游要素供给 当前，广东正在加快打造全 ...

Core Viewpoint - Zhejiang Asia-Pacific Mechanical and Electrical Co., Ltd. (referred to as "Asia-Pacific Co., Ltd.") reported significant growth in its 2025 semi-annual report, with a revenue increase of 29.75% year-on-year and a net profit increase of 92.12% year-on-year, indicating strong performance in the automotive brake system sector [1][2]. Group 1: Financial Performance - The company's revenue for the first half of 2025 reached 2.601 billion yuan, reflecting a year-on-year increase of 29.75% [1]. - The net profit attributable to shareholders was 201 million yuan, showing a substantial year-on-year growth of 92.12% [1]. - Revenue from the automotive basic brake system, the main source of income, was 1.808 billion yuan, up 21.26% year-on-year [1]. - Revenue from automotive electronic control systems reached 712 million yuan, marking a significant increase of 62.42% year-on-year [1]. Group 2: Product Development and Innovation - Asia-Pacific Co., Ltd. has made significant advancements in automotive electronic products, including electronic parking brake systems (EPB), electronic stability control systems (ESC), and integrated brake systems (IBS), supported by multiple national invention patents [2]. - The company has initiated 114 new projects in the first half of 2025, with 55 projects related to automotive electronic control systems, successfully mass-producing 70 projects [2]. - As of mid-2025, the company holds a total of 757 valid patents, including 149 invention patents, 595 utility model patents, and 13 design patents [2]. Group 3: Industry Position and Future Outlook - The automotive industry is shifting towards electrification and intelligence, and the company is actively embracing these changes by developing a comprehensive autonomous driving industry chain [2]. - Asia-Pacific Co., Ltd. has successfully industrialized 77GHz millimeter-wave radar and vision systems, contributing to the advancement of smart driving technologies [2]. - The company has developed integrated hub motor products, showcasing its capability in comprehensive development from hub motors to complete systems, supporting the growth of smart driving and new energy vehicles [2].

Core Viewpoint - The company plans to invest 800 million yuan in a robot intelligent drive control system production project to enhance its overall strength and competitiveness, with a construction period of 24 months [1] Investment and Project Details - The company intends to acquire approximately 55,000 square meters of industrial land in Wuxi for the project, with total investment estimated at 800 million yuan, including land purchase of about 50 million yuan, factory construction of about 450 million yuan, and equipment and other investments of about 350 million yuan [1] Market Position and Strategy - The company has established itself as a leader in the domestic small PLC market, holding an 8% market share as of the first half of 2025, and ranks first among domestic brands [2] - The company aims to diversify its business by entering the humanoid robot sector, leveraging its existing technology and customer base in industrial automation [4] Product Development and Innovation - The company is actively developing core components for humanoid robots, including frameless torque motors, hollow cup motors, drivers, and encoders, and has achieved a revenue of 28 million yuan from its intelligent device (robot) business in the first half of 2025, marking a 31.87% year-on-year growth [5][7] - The company has a strong R&D foundation, with a research and production base of 160,000 square meters and a research investment of approximately 84.75 million yuan, accounting for 9.66% of its revenue [4] Industry Trends and Collaborations - The humanoid robot industry is at a critical stage of technological breakthroughs and commercial implementation, supported by favorable policies and capital [8] - The company has partnered with Huawei to develop intelligent robots for welding and sorting applications, showcasing its transition from a core component supplier to a vertical scene solution provider [9][11] Financial Performance - In the first half of 2025, the company reported revenue of 877 million yuan, a year-on-year increase of 10.01%, and a net profit of 127 million yuan, reflecting a growth of 0.39% [14] - The company is expanding its overseas market presence, with overseas orders increasing by nearly 50% during the reporting period, focusing on regions such as Russia, the Middle East, Southeast Asia, and Japan [14]

Core Viewpoint - Zhejiang Yifei Intelligent Technology Co., Ltd. has submitted its IPO application to the Hong Kong Stock Exchange, with Agricultural Bank of China International as the sole sponsor, aiming to raise funds primarily for robot technology development and capacity expansion [1][3]. Company Overview - Founded in June 2012 in Jinan, Shandong, Yifei Intelligent is a comprehensive industrial robot company focusing on design, R&D, manufacturing, and commercialization of industrial robots, particularly in the light industry sector [4]. - The company has established 14 sales service centers, serving clients across 28 provinces and regions in China [4]. Financial Performance - Yifei Intelligent reported revenues of 162 million yuan, 201 million yuan, and 268 million yuan for the years 2022, 2023, and 2024, respectively, but has not yet achieved profitability [6]. - The company incurred losses of 57.55 million yuan, 110 million yuan, and 71.49 million yuan over the same period, totaling nearly 240 million yuan in cumulative losses [6]. - The gross profit margins fluctuated at 26.7%, 18.3%, and 26.5% during the reporting period [7]. Product and Market Position - Yifei Intelligent ranks fifth among domestic companies specializing in industrial robots and related solutions for the light industry, according to a report by Frost & Sullivan [4]. - The company offers a full range of lightweight industrial robots and core components, including parallel robots, six-axis robots, and wafer handling robots, and has developed proprietary technologies in control and vision systems [5]. Customer Base and Revenue Streams - The company has diversified its customer base, with overseas revenue reaching 25.5 million yuan in 2024, accounting for approximately 9.5% of total revenue [6]. - The concentration of revenue from the top five customers has decreased from 83.3% in 2022 to 50.1% in 2024, indicating a reduced reliance on major clients [8]. Intellectual Property and R&D - As of the IPO filing date, Yifei Intelligent holds 271 authorized patents, including 36 invention patents, and has submitted 20 additional patent applications [5]. Leadership and Company History - The founder, Zhang Sai, has a notable academic background, having obtained a Ph.D. from Tsinghua University in 2024, and played a crucial role in the company's early survival by selling personal assets to stabilize finances [10][11]. - The company underwent a significant strategic shift after facing cash flow issues in 2016, leading to a successful A-round financing of 9.3 million yuan, which facilitated technological advancements and revenue growth [11][12].

Group 1 - China is leading a new wave of transformation in the global robotics industry, being the largest market and production base, accounting for 55% of global robot products [1][4] - The Chinese robotics market is projected to reach $47 billion by 2024, representing 40% of the global total, with an expected growth to $108 billion by 2028, reflecting a compound annual growth rate (CAGR) of 23% [1][4] - Key growth drivers include drones, mobile robots, and collaborative robots, with respective CAGRs of 20%, 35%, and 46% [1][4] Group 2 - The surge in automation demand in China is driven by fundamental changes in labor structure, with a significant increase in robot density from 97 units per 10,000 people in 2017 to 470 units in 2023, a 4.8-fold increase [4][7] - Companies using robots have seen labor productivity and total factor productivity increase by over 30% compared to those that do not use robots [4][7] Group 3 - China has established a complete supply chain from design to assembly, with domestic brands increasing their market share in industrial robots from 28% in 2019 to 51% in 2024 [7][10] - In emerging fields like mobile robots and drones, the localization rate of Chinese brands has reached over 90% [7] Group 4 - The traditional industrial robot segment is expected to grow at a moderate CAGR of 18% from 2025 to 2028, while emerging types like collaborative robots, mobile robots, and service robots are expected to grow at CAGRs of 46%, 35%, and 25% respectively [10][12] - The drone market in China is particularly strong, projected to reach $19 billion in 2024 and $40 billion by 2028, driven by both military and civilian demand [12] Group 5 - Investment opportunities in the robotics industry are concentrated in market growth and localization, with the components market expected to reach $40 billion by 2024 and a CAGR of 23% from 2025 to 2028 [14] - Key components like motors and batteries are projected to account for 13% and 17% of total material costs by 2028 [14] Group 6 - The integration of artificial intelligence is redefining the application boundaries of robotics, with advancements like "no-code" programming significantly reducing deployment barriers [18][20] - The average price of collaborative robots is expected to decrease from 157,000 RMB in 2016 to 58,000 RMB by 2028, driven by cost reductions in core components and increased competition [20]