人形机器人与具身智能核心零部件企业南京因克斯智能科技有限公司近日宣布，完成近2亿元人民币新一轮融资，为今年国内人形关节模组领域最大规模的 一笔。此次融资由华控基金、深创投集团共同作为领投方参与出资，普华资本跟投，原有股东绿洲资本、锦秋资本亦追加了投入。 （市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。） 因克斯成立于2022年，业务聚焦于为新一代人形及具身智能机器人提供核心零部件。公司称已构建起涵盖一体化关节、灵巧手、通信模组、电池系统的多元 产品矩阵，形成了从关键组件研发到规模化交付的全链条能力。数据显示，公司在2025年内关节模组出货量已超过十万台，称已成为行业内首家在该细分领 域实现这一出货规模的企业。目前，因克斯正推进百万台级产能建设与供应链搭建。 投资方华控基金表示，具身智能产业存在巨大的市场空间，其中一体化关节作为人形机器人价值占比最高的部分，具有显著投资价值。 同轮投资方深创投集团表示，高精度的关节模组是机器人智能落地的物理基础，认为因克斯正成为机器人领域中关键部件的技术突破力量。 来源：市场资讯 ...

据悉，因克斯今年关节模组出货量已突破十万台，成为行业内首家在具身智能领域年出货量达成十万台 级的关节模组企业，市场份额持续稳居行业首位。目前，公司正加速推进百万台级产能建设与供应链搭 建，为行业规模化发展及客户量产需求筑牢核心支撑。 近日，人形机器人与具身智能核心零部件企业南京因克斯智能科技有限公司(简称"因克斯")宣布，完成 近2亿元人民币的新一轮融资。这是今年国内人形关节模组年度最大的一笔融资，由华控基金、深创投 集团共同领投，普华资本跟投绿洲资本、锦秋资本作为老股东持续追加投资。 创立于2022年的因克斯，是具身智能上游产业链的核心领军者。公司以自主研发与自建产线为核心底层 支撑，构建起行业领先的全链条技术体系与规模化量产能力，已形成涵盖一体化关节、灵巧手、通信模 组、电池系统的多元产品矩阵，为下游整机企业提供从零部件到系统级硬件的全面支持。 深创投集团表示，高精度、高可靠性的关节模组等核心零部件，是机器人智能得以落地的物理载体，是 决定整个产业天花板的关键基石。因克斯团队正是这一关键领域的破局者。他们展现出的不仅是顶尖的 技术攻关能力，更是对产品可靠性、一致性与极致性能的执着追求"在人形机器人爆发的前 ...

Group 1 - The core viewpoint of the article is that the commercial aerospace industry is entering a new era due to national policy support and technological breakthroughs [1] - The commercial aerospace industry encompasses key segments including remote sensing and its applications, satellite measurement and control systems, CAE simulation/satellite testing, interstellar transmission processing modules, communication modules, and data processing platforms [1] - There is a focus on expanding new scenarios, particularly in space computing power [1] Group 2 - The report suggests that the current development of commercial aerospace is characterized by a resonance cycle between state-owned enterprises and private companies [1] - It is recommended to pay attention to state-owned enterprises such as Electric Science and Technology, electronics, and aerospace sectors, as well as companies that support private enterprises like Blue Arrow and Galaxy Aerospace [1]

因克斯创立于2022年，创始团队来自南京航空航天大学，创始人兼CEO祝宗煌自2018年起便深耕机器人 及关节模组领域。凭借前瞻性布局与技术积淀，公司已成长为具身智能上游产业链的核心领军者，以自主 研发与自建产线为核心支撑，构建起行业领先的全链条技术体系与规模化量产能力，其产品矩阵已覆盖一 体化关节、灵巧手、通信模组、电池系统等多元核心零部件，为下游整机企业提供从零部件到系统级硬件 的全面支持。 在市场服务方面，因克斯已形成对不同发展阶段客户的全周期赋能能力。针对研发阶段的整机客户，公司 不仅提供标准化产品库，更凭借技术积累提供调试支持，帮助客户快速完成原型机迭代、突破技术瓶颈； 对于进入量产阶段的客户，因克斯依托 2000㎡一体化产线（配备数控机床、CNC加工中心等全套设备， 可完成包括齿轮在内的所有零部件自主加工），构建起"研发-生产-测试"闭环体系，能实现十万至百万台 级的规模化交付，以高良率、高一致性为客户提供稳定可控的供应链保障。这种双向服务能力，使其成为 加速进化、松延动力等头部整机企业的核心合作伙伴，更赢得了行业90%以上客户的高度认可——某头部 具身智能本体企业历经30余家供应商严苛验证后最终选 ...

Core Insights - Inke's has completed a new financing round of nearly 200 million RMB, marking its third round of financing this year, led by Huakong Fund and Shenzhen Capital Group, with participation from PwC Capital and existing shareholders [1][3] - Founded in 2022, Inke's focuses on self-research and self-built production lines, establishing a leading full-chain technology system and large-scale production capacity in the humanoid robot and embodied intelligence core components industry [1][3] Company Developments - Inke's has achieved a shipment volume of over 100,000 joint modules this year and is accelerating the construction of a million-unit production capacity and supply chain to support industry-scale development and customer mass production needs [1][3] - The company has developed a standardized product matrix covering various load levels and precision requirements, allowing new entrants in the embodied industry to quickly select products from Inke's library, significantly shortening the R&D and implementation cycle for complete machines [1][3] Strategic Vision - Inke's aims to be a "hardware innovation infrastructure service provider" for complete machine manufacturers, offering a diversified core component matrix that includes not only joint modules but also dexterous hands, smart batteries, and communication modules [3] - Huakong Fund emphasizes the significant market opportunities in the embodied intelligence industry, highlighting Inke's as a leading enterprise in the planetary integrated joint sector, with the most comprehensive product system, highest quality, largest shipment volume, and strongest mass production capability [3] - Shenzhen Capital Group expresses confidence in Inke's role as a key player in the evolution of the robotics industry, focusing on high-precision and high-reliability joint modules as essential components for the advancement of intelligent robots [3] - PwC Capital recognizes Inke's as a leader in the humanoid robot joint field, aligning with industry demands for high-performance and high-stability components, and anticipates continued technological advancements from the company [3]

Core Viewpoint - The commercial aerospace industry is expected to enter a new era driven by national policy support and technological breakthroughs, with a focus on various segments including remote sensing, satellite control systems, and space computing capabilities [1] Group 1: Industry Development - The goal of building a strong aerospace nation accelerates the development of the commercial aerospace industry, with China emphasizing the creation of a globally covered, efficient communication, navigation, and remote sensing infrastructure during the 14th Five-Year Plan [1] - The Chinese government is expected to evolve its policy support for commercial aerospace from infrastructure construction and market cultivation to rule-making and guiding exploration in frontier fields by the 15th Five-Year Plan [1] - The establishment of the Commercial Aerospace Department by the National Space Administration in November 2025 aims to enhance the scale, ecological collaboration, and safety regulation of the commercial aerospace industry by 2027 [1] Group 2: Information Technology in Aerospace - The remote sensing industry is a major area of development within commercial aerospace due to its wide application scenarios and direct economic value [2] - The demand for satellite intelligent flight control technology is expected to increase significantly as low-orbit satellite constellations become more densely deployed, ensuring the safe and efficient operation of the industry [2] - CAE technology plays a crucial role throughout the lifecycle of satellites, rockets, and probes, particularly in the design and testing phases [2] Group 3: New Application Scenarios - Space computing is anticipated to become a new application scenario, complementing ground computing, with Elon Musk proposing a 100 GW space AI data center as a cost-effective solution for large-scale AI operations [3] - Google's Project Suncatcher aims to launch satellites equipped with TPUs for on-orbit experiments, addressing challenges related to power consumption, land resources, and cooling in large-scale ground computing centers [3]

Core Viewpoint - Nanjing Inks Intelligent Technology Co., Ltd. has completed a new round of financing amounting to nearly 200 million RMB, indicating strong confidence in the embodied intelligence sector and affirming its leading position in core components [1][3]. Group 1: Company Overview - Founded in September 2022, Inks is led by CEO Zhu Zonghuang, who has extensive experience in robotics and joint module development since 2018, positioning the company as an early innovator in the core components sector [4]. - The company focuses on the research and development of humanoid and quadruped robot joint modules, establishing a forward-looking layout in the embodied intelligence landscape [4]. Group 2: Financing and Growth - The recent 200 million RMB financing will strengthen Inks' core competitiveness, enabling heavy asset investment in core technology and capacity construction [6]. - Inks has completed two rounds of financing within six months, reflecting the capital market's confidence in the embodied intelligence track and the company's explosive potential [3]. Group 3: Market Performance - In 2024, Inks is expected to achieve a shipment volume of over 10,000 robot joint modules, with a tenfold increase anticipated by 2025, making it the first company in the industry to reach an annual shipment volume of 100,000 units [8]. - The company has received high recognition from over 90% of industry clients, with a leading position in the market share [9]. Group 4: Product Development - Inks has developed a standardized joint product matrix covering various technical solutions, meeting diverse joint needs for different robot sizes [9]. - The company plans to launch a new hollow wiring joint product in 2025, further establishing itself as a standard setter in the industry [9]. Group 5: Strategic Expansion - Inks is expanding its strategic landscape beyond core joint modules, aiming to build a complete, self-sufficient hardware ecosystem [12]. - The company has introduced a communication module and a smart battery, forming a comprehensive power system solution for humanoid robots [14]. Group 6: Industry Context - The intelligent robotics industry has seen significant growth, with over 451,700 companies as of December 2024, marking a 206.73% increase since 2020 [16]. - Inks is positioned as a key partner for leading enterprises in the industry, facilitating the transition from technology validation to large-scale commercialization [16]. Group 7: Future Plans - The recent financing will primarily be used for building million-unit production capacity and supply chain development, enhancing Inks' ability for large-scale delivery [17]. - The company aims to play a crucial role in the hardware innovation infrastructure, contributing to the evolution of the artificial intelligence and robotics industry [17].

Z Potentials . 我们与Z Potentials同频共振 「Jinqiu Spotlight」 追踪锦秋基金与被投企业的每一个光点与动态， 为创业者传递一线行业风向。 锦秋基金于今年4月领投因克斯天使+轮，并在后续两轮新融资中持续追加投资支持。 锦秋被投企业、人形机器人与具身智能核心零部件领军企业 因克斯 正式宣布，完成 近 2 亿元人民币 新一轮融资。由 华控基金、深创投集团 共同领 投， 普华资本 跟投， 绿洲资本、 锦秋资本 作为老股东持续追加投资 。 明论资本 担任独家财务顾问 。 以下文章来源于Z Potentials ，作者Z Potentials 这是因克斯在今年内完成的 第三轮融资 ，持续获得一线财务投资机构与战略投资方的青睐和加注。 #01 关于因克斯 创立于 2022 年的因克斯，是具身智能上游产业链的核心领军者。 公司以自主研发与自建产线为核心底层支撑，构建起行业领先的全链条技术体系与规模化量产能力，已形成涵盖一体化关节、灵巧手、通信模组、电池 系统的多元产品矩阵，为下游整机企业提供从零部件到系统级硬件的全面支持。 据悉，因克斯今年关节模组出货量 已 突破十万台，成为 行业内 ...

人形机器人与具身智能核心零部件领军企业 —— 南京因克斯智能科技有限公司 （以下简称 " 因克斯 " ）正式宣布，完成 近 2 亿元人民币 新一轮融资。由 华控基金、深创投集团 共同领投， 普华资本 跟投， 绿洲资本、锦秋资本 作为老股东持续追加投资。 明论资本 担任独家财务顾问 。 这是因克斯在今年内完成的第三轮融资，持续获得一线财务投资机构与战略投资方的青睐和加注。 关于因克斯 创立于 2022 年的因克斯，是具身智能上游产业链的核心领军者。公司以自主研发与自建产线为核心底层支撑，构建起行业领先的全链条技术体系与规模化 量产能力，已形成涵盖一体化关节、灵巧手、通信模组、电池系统的多元产品矩阵，为下游整机企业提供从零部件到系统级硬件的全面支持。 据悉，因克斯今年关节模组出货量 已 突破十万台，成为 行业内首家在具身智能领域年出货量达成十万台级的关节模组企业，市场份额持续稳居行业首位 。目前，公司正加速推进百万台级产能建设与供应链搭建，为行业规模化发展及客户量产需求筑牢核心支撑。 研发前瞻引领，构建标准化产品矩阵与行业隐形标准 因克斯的核心竞争力，首先源于其深厚的研发积淀与前瞻性布局。作为国内最早针对具身智能 ...

Group 1: Communication Industry Overview - The communication industry is in a bullish phase, significantly outperforming the market, with the Shenwan Communication Index closing at 4,864.72 points and a year-to-date return of 63.37%, surpassing the Shanghai Composite Index (19.27%), Shenzhen Component Index (28.70%), and ChiNext Index (49.80%) [1][16] - The overall revenue growth rate of the communication industry remained stable in the first three quarters of 2025, with total revenue reaching 1.95 trillion yuan, a year-on-year increase of 3.22% [18][25] - The net profit level showed significant growth, with net profits in the first three quarters increasing by 6.69%, 8.26%, and 11.68% respectively, reflecting a seasonal pattern with the second quarter typically being the strongest [18][25][29] Group 2: Optical Communication - Capital expenditure from major cloud providers continues to grow, with total capital expenditure from North America's top four cloud companies (Microsoft, Google, Meta, Amazon) reaching 719.32 billion, 882.46 billion, and 972.71 billion yuan in the first three quarters of 2025, with year-on-year growth rates of 62.4%, 67.0%, and 65.3% respectively [2][40] - The demand for optical modules is expected to increase significantly, with the ratio of 1.6T optical modules demand shifting from 1:2.5 to 1:5 due to the next-generation Vera Rubin architecture [2][52] - The competitive landscape in the optical module industry favors leading companies, as the supply of core materials is expected to remain tight, and leading firms are better positioned to secure orders [2][56] Group 3: Copper Connectivity - The high-speed copper cable market is expanding, driven by data flow growth and infrastructure upgrades, with the global communication cable industry projected to grow from 12.9 billion yuan in 2020 to 17 billion yuan by 2024, at a compound annual growth rate (CAGR) of 7.1% [71][73] - High-speed copper cables are considered the ideal solution for short-distance interconnects within data centers, with demand for multi-channel 800G, 1.6T, and 3.2T cables expected to rise [79][81] - The market for high-speed copper cables is relatively concentrated, with the top five manufacturers holding a combined market share of 86.8% in 2024 [81][82] Group 4: Edge AI and Aerospace Control - The edge AI industry is experiencing explosive growth, with market size and penetration rates expanding exponentially, particularly in smart security and automotive applications [3][4] - The global aerospace measurement and control system market is expected to reach sales of 1.179 billion dollars in 2024 and 2.509 billion dollars by 2030, with a compound annual growth rate of 13.4% [3][5] - The rapid development of low-orbit satellite internet is driving a surge in satellite constellations and launches, highlighting the scarcity of measurement and control resources [3][5]