Core Viewpoint - Jinqiu Fund is actively investing in innovative AI startups, particularly in the field of humanoid robotics, with a focus on teleoperation technology that enhances human-robot interaction and operational efficiency [3][5][16]. Group 1: Investment Activities - Jinqiu Fund led the Series A financing for Stardust Intelligence in 2024 and continued to invest in the Series A+ round in 2025 [1]. - Stardust Intelligence is recognized as the first company to mass-produce cable-driven AI robots, showcasing significant advancements in humanoid robotics [3][5]. Group 2: Technology Overview - Teleoperation allows human operators to control robots remotely, leveraging human cognitive and decision-making abilities while robots perform physical tasks in hazardous or hard-to-reach environments [5][6]. - The key components of teleoperation systems include capturing human input, redirecting it to the robot's kinematic system, transmitting commands via communication channels, and providing feedback to the operator for immersive control [8][10]. Group 3: Historical Development - The concept of teleoperation originated in the 1960s, focusing on time delay issues in remote operations, and evolved significantly in the 1980s and 1990s with the introduction of "telexistence" [13][16]. - By the mid-2020s, advancements in AI integration, low-latency hardware, and robust design have propelled teleoperation technology from demonstration to pilot deployment stages [16]. Group 4: System Components and Types - Common teleoperation systems can be categorized into five types: mechanical isomorphic mapping, VR/exoskeleton-assisted systems, data gloves, human motion transfer, and simulation-generated data [17][41]. - Mechanical systems achieve 1:1 motion mapping, while VR systems lower hardware costs but may lose data fidelity [18][25]. - Data gloves and haptic feedback systems focus on fine motor control, while motion capture systems provide comprehensive data for humanoid robot training [33][36]. Group 5: Application and Future Trends - The integration of teleoperation technology in various fields, including research, industrial applications, and healthcare, is accelerating, with companies like Stardust Intelligence leading the way [3][16]. - The future of teleoperation is expected to involve enhanced AI capabilities, improved data collection methods, and broader applications across different sectors [16][20].

Group 1 - The Robot ETF (562500) continues to show strong performance, rising approximately 1.72% with active trading volume reaching 9.85 billion yuan, indicating positive market sentiment [1] - Among the 73 constituent stocks, 67 stocks increased while only 6 declined, showcasing a clear upward trend in the sector [1] - Notable performers include CITIC Heavy Industries and Keyuan Wisdom, both hitting the daily limit up, while Haide Control and Xiasha Precision experienced limited declines [1] Group 2 - Stardust Intelligence launched an upgraded "Ontology-Remote Operation-Model" platform at IROS 2025, introducing the half-body robot Astribot S1-U and a long-range remote operation system [2] - The AI system DuoCore supports fully autonomous commercial services such as popcorn making and beverage selling, demonstrating advancements in automation [2] - A strategic cooperation agreement was signed with Lingyi Robot, focusing on technology collaboration, bulk procurement, and application deployment, aiming to enhance the supply chain and promote humanoid robots in industrial manufacturing and smart warehousing [2] - Domestic market dynamics are characterized by a mix of startups and established manufacturers like Xiaomi and Xiaopeng, which are expected to play a significant role in the future of humanoid robots, particularly in mass production and sales [2]

Core Viewpoint - The article highlights the strategic partnership between Stardust Intelligent and Lingyi Robot, focusing on the development and commercialization of embodied intelligent technology through a comprehensive collaboration framework that includes supply chain optimization, scene innovation, and industrial cultivation [2][4]. Group 1: Company Innovations - Stardust Intelligent showcased its upgraded "Body - Remote Operation - Model" platform at the IROS 2025 conference, featuring innovations such as an ultra-long-range remote operation system and the semi-humanoid robot Astribot S1-U, which is designed for flexible deployment and commercial customization [1][6]. - The AI system DuoCore supports fully autonomous commercial services, including popcorn production and beverage sales [1]. Group 2: Strategic Partnership Details - The partnership aims to create a three-dimensional cooperation structure covering "supply chain deepening, scene co-creation, and industrial cultivation," with clear paths for implementation [2][4]. - Both companies will establish a collaborative optimization mechanism to enhance supply chain efficiency and reduce costs through customized supply and bulk purchasing [4]. Group 3: Industrial Applications - The collaboration will focus on automating repetitive, unsafe, and complex tasks in industrial manufacturing, thereby alleviating workers' burdens and enhancing productivity and safety [5]. - Stardust Intelligent will support the establishment of an industrial technician school to address talent shortages in the field of embodied intelligent robotics [5]. Group 4: Technological Advantages - Stardust Intelligent is recognized as the first company to mass-produce cable-driven AI robots, utilizing a design that mimics human tendon movement, allowing for high expressiveness and safety in complex operations [6][7]. - The cable-driven solution significantly reduces elastic error from 3-5 mm to 0.03 mm, enhancing the robot's performance in delicate tasks [7]. Group 5: Future Directions - The companies plan to explore joint ventures and deepen their collaboration to advance the embodied intelligent robotics industry and enhance their product and brand capabilities [5]. - Stardust Intelligent aims to create an "All in One" platform that integrates technology breakthroughs, scene validation, data feedback, and model optimization, moving towards the vision of providing AI robotic assistants to billions [16].

Core Insights - Remote operation technology is evolving from a simple remote control tool to a core technology that deeply integrates human-machine interaction, data collection, and robotic learning [1][2] - The technology enables robots to learn through imitation and reinforcement learning, enhancing their autonomous decision-making capabilities [2] Group 1: Importance of Remote Operation Technology - Remote operation technology is crucial in the rapidly developing field of embodied intelligence, allowing robots to simulate human operation patterns for skill acquisition [1][2] - The technology provides rich scenarios for robots to adjust and optimize their behavior based on environmental feedback, thus improving their learning processes [2] Group 2: Experience and Engagement - Personal experience is emphasized as the most direct way to understand the complexities behind remote operation technology, despite its maturity [4] - A special communication event hosted by Stardust Intelligence will take place on October 17, 2025, in Beijing, focusing on the practical applications of remote operation technology [6] Group 3: Company Overview and Innovations - Jinqiu Fund, with a 12-year history as an AI Fund, focuses on long-term investments in groundbreaking technologies and innovative business models in the AI sector [8] - Stardust Intelligence is recognized as a pioneer in the production of cable-driven AI robots, utilizing a unique design that mimics human tendon movement for enhanced performance and safety [8] - The Astribot S1 robot has been successfully applied in various fields, including research, commercial services, entertainment, and industry, accelerating the commercialization of robotics [8] Group 4: Event Highlights - The communication event will showcase a comprehensive discussion on the "entity-data-model" hardware-software integration platform, detailing the performance advantages of cable-driven systems and the data collection value of remote operation systems [12] - Two new products will be launched: an ultra-remote operation system and a commercial half-body product, aimed at reducing barriers to AI robot commercialization [14] - The event will also preview Stardust Intelligence's participation in the upcoming IROS conference, highlighting technical achievements and industry insights [14]