量子2号(Quannta X2)

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阿里再次重金押注具身智能,下一步将投资哪家机器人公司?
Sou Hu Cai Jing· 2025-09-10 09:35
Core Insights - Alibaba Cloud leads a nearly 1 billion RMB financing round for Zivariable Robotics, marking Alibaba's significant investment in the embodied intelligence sector following previous investments in companies like Zhujidian and Xingdong [1][2] - The funding will support Zivariable's development of a universal embodied intelligence model and hardware products, aiming to create a comprehensive humanoid robot ecosystem [1][5] Investment Landscape - The financing reflects the growing interest in the embodied intelligence sector, with Alibaba's involvement expected to attract more capital and technological advancements [2][6] - Alibaba has previously invested in multiple companies within the embodied intelligence and robotics space, including Zhujidian, Xingdong, and Yushutech, indicating a strategic focus on this industry [2][4] Company Developments - Zivariable Robotics, established in late 2023, has developed the Quannta X2, a dual-arm humanoid robot, and has achieved significant self-research milestones in less than six months [1][3] - Zhujidian, founded in 2022, is recognized for integrating spatial and motion intelligence in humanoid robots, with a focus on soft-hard integration and ecosystem building [3][4] - Xingdong completed a nearly 300 million RMB Pre-A financing round to accelerate the development of humanoid robots and strengthen its talent and technology barriers [3][4] Market Trends - The AI industry in China is experiencing explosive growth, with the smart computing market projected to reach 25.9 billion USD in 2025, reflecting a 36.2% increase from 2024 [5][6] - Alibaba plans to invest over 380 billion RMB in cloud and AI hardware infrastructure over the next three years, indicating a commitment to enhancing the AI ecosystem [5][6]