「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。 2024年锦秋基金领投星尘智能A轮融资，2025年锦秋基金继续追投星尘智能A+轮融资。 锦秋基金，作为12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技 术和创新商业模式的通用人工智能初创企业。 锦秋基金被投企业—— 星尘智能 是绳驱AI机器人的定义者，是业界首个量产绳驱AI机器人的公司。 其 独特的绳驱传动设计，模仿人类肌腱的运动与力控方式 ，让机器人能实现传统刚性机器人难以兼 顾的高表现力与高安全力，尤其适合复杂灵巧操作和与人紧密交互的场景。目前，其Astribot S1机 器人已在科研、商业服务、文娱演出及工业等多个领域落地应用，结合AI大模型与具体场景探索，推 动机器人行业应用加速与商业化落地。 国庆前夕，深圳机场奏响了人机共融的温暖乐章。由中央广播电视总台央视网与星尘智能联合打造的 具身智能机器人乐队——小央乐队，携手深圳市青少年飞越彩虹合唱团与琵琶乐手，在深圳宝安机场 共同演绎了经典民歌《茉莉花》，与来往旅客共同度过了一首歌的美好时光。 这是深圳机场首次迎 ...

Core Viewpoint - Jinqiu Fund leads the A-round financing of Stardust Intelligence, focusing on long-term investments in groundbreaking AI startups, particularly in the field of general artificial intelligence [1][3]. Group 1: Company Overview - Stardust Intelligence is recognized as the pioneer of rope-driven AI robots, utilizing a unique design that mimics human tendon movement, allowing for high expressiveness and safety in complex operations [1][3]. - The company's Astribot S1 robot has been applied across various sectors, including research, commercial services, entertainment, and industrial applications, accelerating the commercialization of robotics [1][3]. Group 2: Technological Innovation - The ControlVLA framework, developed in collaboration with the Beijing General Artificial Intelligence Research Institute, addresses the challenges of adapting pre-trained VLA models to real-world tasks with limited data [2][3]. - ControlVLA's key innovations include a mechanism for object-centric representation, a ControlNet-style fine-tuning architecture, and a dual attention structure, significantly improving data efficiency and decision-making accuracy [2][3]. Group 3: Performance Metrics - ControlVLA achieves a success rate of 76.7% with only 10-20 demonstration samples across eight real-world tasks, outperforming traditional methods that require significantly more samples [2][12]. - The framework demonstrates robust performance in unseen objects and backgrounds, maintaining stable performance even in long-sequence decision-making tasks [2][12]. Group 4: Market Implications - The advancements presented by ControlVLA lower the deployment barriers for robotics in various real-world scenarios, making it a significant step towards practical applications of embodied intelligence [3][49]. - By reducing the need for extensive training data, ControlVLA enhances the feasibility of deploying robots in diverse environments, which is crucial for the future of automation and AI integration [3][49].

Core Viewpoint - The home service market in China is experiencing significant growth and transformation, driven by new technologies and changing consumer demands, with a projected market size exceeding 1.2 trillion yuan by 2024 [1][6][11]. Group 1: Market Potential and Growth - The home service market is projected to grow by 120% from 2020 to 2025, with key segments like elderly care, maternal and infant care, and high-end cleaning contributing to 65% of this growth [6][10]. - The demand for home services is robust, particularly among high-net-worth families, with a reported 10% revenue growth for 宜尔宝 from January to July this year [2][10]. - The market is expected to see an annual growth rate exceeding 25% by 2025, driven by the increasing demand for elderly care and high-end childcare services [6][10]. Group 2: Technological Integration - New technologies, particularly robotics, are beginning to penetrate the home service sector, primarily in cleaning services, while applications in elderly care and childcare are still in exploratory stages [6][10]. - The integration of AI and robotics is anticipated to change service delivery models, with potential for non-residential services becoming mainstream [7][10]. - The industry is moving towards a "human + technology" dual-driven model, emphasizing the need for skilled personnel capable of operating AI devices [10][11]. Group 3: Emerging Consumer Demands - There is a noticeable shift in consumer demands, with new roles such as health managers, sleep managers, and pet service providers emerging in the home service sector [10]. - The demand for specialized roles like professional caregivers and family managers is increasing, with a reported shortfall of over 20 million workers in the home service sector [10][11]. - High-end service demands are rising, particularly in urban areas, with a significant portion of the demand requiring personnel with higher education qualifications [9][10]. Group 4: Policy Support - Various government policies have been introduced to support the home service industry, focusing on service innovation, talent training, and financial support [11][12]. - The "South Guangdong Home Service" initiative has led to a significant increase in the number of home service enterprises and workers in Guangdong province, with a market size reaching 148 billion yuan [12][13]. - Talent development is emphasized, with initiatives aimed at enhancing the quality of training and attracting high-level professionals to the industry [14].

Core Insights - The home service market is experiencing significant growth driven by the aging population and increasing demand for high-end services, with the market size expected to exceed 1.2 trillion yuan by 2024 [3][4] - New technologies, particularly robotics, are entering the home service sector, enhancing service efficiency and creating new service categories [2][5][10] - The demand for skilled labor in the home service industry is rising, with a projected shortfall of over 20 million workers by the end of 2024 [9][10] Group 1: Market Potential and Growth - The home service market is projected to grow by 120% from 2020 to 2025, with elderly care, maternal and infant care, and high-end cleaning services contributing 65% of this growth [4][10] - The market is expected to see an annual growth rate exceeding 25% by 2025, driven by the increasing demand for essential services [4][10] - High-net-worth families are driving demand for comprehensive service models, which have shown stable growth and high renewal rates [8][10] Group 2: Technological Integration - Companies are actively developing and deploying robots for home services, with examples including the Astribot S1 and the HIVA robot, which can perform various household tasks [2][5] - The integration of AI and robotics is still in the early stages, particularly in complex service areas like elderly care and childcare, but there is optimism about future developments [5][7] - The industry is transitioning from labor-intensive to technology-driven models, with AI and robotics expected to play a significant role in service delivery [9][10] Group 3: Changing Consumer Demands - New service demands are emerging, including health management, sleep management, and pet care services, reflecting changing consumer lifestyles [9][10] - The demand for specialized roles such as childcare providers and elderly care workers is increasing, with a notable rise in the need for high-quality talent [9][10] - The market is witnessing a structural shift, with high-end service demands in urban areas reaching 35%, necessitating skilled personnel with higher education [7][9] Group 4: Policy Support and Industry Development - Multiple government departments have introduced policies to support the home service industry, focusing on service innovation, talent training, and financial support [10][12] - Local initiatives, such as Guangdong's "Nanyue Home Service" project, aim to standardize and professionalize the industry, resulting in significant growth in service providers and workforce [12][13] - The emphasis on training and developing high-quality talent is crucial for the industry's future, with plans to train 1.5 million individuals annually [10][13]

Group 1 - The event "Remarkable Nanshan Youth" showcased the integration of hard technology and human warmth through immersive experiences presented by students [2][4] - Students explored various tech landmarks in Shenzhen, demonstrating their findings on new productive forces and AI applications [2][4] - The concept of "new productive forces" emphasizes the importance of human elements in technology, as highlighted by students' innovative ideas for AI applications [5][10] Group 2 - Students proposed creative concepts such as emotional support robots and smart campus assistants, which received positive feedback from experts [5][10] - The event emphasized the need for students to transition from consumers to creators in the AI era, advocating for interdisciplinary learning and continuous education [8][10] - The integration of technology with humanistic values was a central theme, with students expressing the belief that technology should enhance human experiences rather than replace them [10][11] Group 3 - The event's structure aimed to foster a collaborative growth model between youth and urban development, aligning with local policies and the spirit of innovation [15] - Students' presentations reflected a deep understanding of the technological advancements in Shenzhen and their implications for future industries [15] - The initiative has been running for three seasons, focusing on themes that resonate with the region's development strategies and entrepreneurial spirit [15]

Group 1 - The "Remarkable Nanshan Youth" research team visited various innovative institutions in Shenzhen, including Stardust Intelligence and the Shenzhen Institute of Advanced Technology, to explore the city's role as a frontier for new productivity [1][8] - At Stardust Intelligence, students experienced the Astribot S1 robot, which utilizes advanced "cable-driven transmission technology" for more human-like movements, showcasing its ability to perform tasks such as flipping a cap and avoiding obstacles [5][7] - The visit to the Shenzhen Institute of Advanced Technology highlighted the importance of brain science, where students learned about neural connections and the innovative research being conducted in the field [10][12] Group 2 - The Shenzhen Engineering Biology Industry Innovation Center was introduced as a unique "upstairs and downstairs" innovation and entrepreneurship complex, fostering collaboration between researchers and startups [12][15] - The newly established Shenzhen University aims to cultivate innovative talents through a research-oriented approach, emphasizing interdisciplinary studies and practical training [15][17] - The event aimed to strengthen the connection between youth and new productivity, encouraging young people to engage with technology and innovation, which is essential for the future development of industries [17][18]