为此，由中国科学院自动化研究所与灵宝 CASBOT 共同提出了 QDepth-VLA —— 一种结合量化深度预测（Quantized Depth Prediction） 的 3D 信息增强型 VLA 模型。它通过独立的 Depth Expert 模块来学习离散化的深度表示。这种设计在保持原有 语义对齐能力的同时，显著提升了机器人在复杂操作场景下的空间推理与操控精度。 视觉-语言-动作模型（VLA）在机器人操控领域展现出巨大潜力。通过赋予预训练视觉-语言模型（VLM）动作生成能力， 机器人能够理解自然语言指令并在多样化场景中展现出强大的泛化能力。然而，这类模型在应对长时序或精细操作任务时， 仍然存在性能下降的现象。 这种现象的根源在于，模型虽具备语义理解能力，却缺乏对三维空间的几何感知与推理能力，导致其难以准确捕捉如机械臂 夹爪与物体之间相对位置关系等关键三维信息。 论文标题：QDepth-VLA: Quantized Depth Prediction as Auxiliary Supervision for Vision–Language–Action Models 论文链接： https://arxiv.o ...

Core Insights - The article highlights the rapid growth of the embodied intelligence robotics industry in Zhongguancun, particularly in Haidian District, which has established a comprehensive industrial chain with 264 innovative companies and 24 humanoid robot manufacturers, supported by a talent pool of 19,000 professionals [1][3][4] Industry Development - The successful hosting of the 2024 Zhongguancun Bionic Robot Competition has injected strong momentum into the industry, attracting 101 teams nationwide and showcasing breakthroughs in biobionics, mechanical electronics, and artificial intelligence [3][4] - The upcoming 2025 competition will further upgrade its scope to cover industrial, household, and security applications, solidifying Zhongguancun's position as a global hub for embodied intelligence technology exchange [3][4] Talent and Technology Integration - The competition serves as a platform for connecting talent, technology, products, and capital, accelerating the transition from laboratory results to industrial applications [4][5] - Local teams from Haidian won 20 awards in the 2024 competition, demonstrating the region's innovative ecosystem and its ability to attract and retain talent [3][4] Commercial Success Stories - The company CASBOT, which won multiple awards in the 2024 competition, successfully secured nearly 100 million yuan in angel financing and launched its first industrial-grade product, "CASBOT 01," which is designed for hazardous tasks [5][6] - Another team, BQR3, developed a four-legged robot that successfully operated in complex environments, leading to significant orders from automotive manufacturers and partnerships for security applications [8][6] Upcoming Competition Structure - The 2025 Zhongguancun Embodied Intelligence Robot Application Competition will feature three main tracks: model capability challenges, scene application competitions, and academic frontiers and industrial ecology contests, aimed at addressing industry needs and fostering rapid growth for participating teams [10][12] - The competition will provide a total prize pool of 2 million yuan and various support policies for winning teams, facilitating connections with key industry players and investment institutions [14][15]

Group 1 - CASBOT, a humanoid robot brand, completed nearly 100 million yuan in angel+ round financing, led by Lens Technology, which will provide key components and assembly support to enhance quality and cost control [1] - The parent company, Beijing Zhongke Huiling Robot Technology Co., Ltd., was established in 2023 and focuses on developing general humanoid robots and embodied intelligent products [1] - The first product, CASBOT 01, has been released, followed by an upgraded version, CASBOT 02, featuring a multimodal perception system and high-performance RCU [1] Group 2 - Lens Technology has established partnerships with leading humanoid robot companies and provides integrated services since entering the smart robot field in 2016 [2] - The company has developed various industrial robots and is expanding into core component development for humanoid robots, aiming to offer one-stop vertical integration services [2] - Lens Technology plans to accelerate resource integration in the robot supply chain and extend humanoid robots' applications from industrial to household and healthcare scenarios, aspiring to become the largest vertically integrated core manufacturing platform for embodied intelligent hardware in China [2]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai showcased over 150 humanoid robots, marking the largest collective display of humanoid robots in China to date, indicating a shift from mere exhibition to practical applications in various sectors [1] - The event highlighted advancements in humanoid robots, which are now capable of performing tasks such as cooking, sorting materials, and security inspections, demonstrating their potential as real-world "producers" rather than just performers [1] Group 1: Humanoid Robot Innovations - The Galbot by Galaxy General, a quadruped robot, received the "Treasure of the Museum" title for its practical applications, including precise sorting and self-correction capabilities in a simulated automotive factory [3] - Star Motion Era introduced three versatile robots: L7, capable of dancing and sorting packages; XHAND1, a dexterous robotic hand; and Q5, a humanoid service robot that can provide guidance and perform various tasks [5] - The "Jueying X30" from Cloud Deep Technology showcased its ability to perform high-risk inspections, highlighting the feasibility of quadruped robots in replacing human labor in hazardous environments [7] Group 2: Market Trends and Orders - The humanoid robot industry is expected to transition from a technology-driven phase to a commercial phase by the second half of 2025, with market sentiment shifting towards orders and deliveries [15] - Significant orders were placed during WAIC, including a 124 million yuan order from China Mobile and various contracts from automotive manufacturers for material handling and assembly tasks [15] - The industry is experiencing rapid growth, with estimates suggesting an average growth rate of 50% to 100% in the first half of the year, driven by the increasing frequency of new robot releases [15]

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11]. Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025, involving investors like Lenovo Venture Capital and Guotou Chuanghe [3][5]. - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5]. Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6]. - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm sales [7][9]. Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22]. - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved online sales of 675,856 yuan during the 618 shopping festival [16][22]. Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22]. - Lingbao CASBOT's hardware includes integrated joints with a peak torque density of 207 Nm/kg and over 80% efficiency, while its software employs a layered end-to-end model technology for enhanced intelligence and flexibility [22][23]. Market Positioning - Lingbao CASBOT aims to differentiate itself by targeting unique application scenarios such as emergency rescue and underground operations, rather than solely focusing on industrial manufacturing [25][28]. - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend, as noted by Morgan Stanley and Goldman Sachs [12][28].

Core Viewpoint - Beijing Zhongke Huiling Robot Technology Co., Ltd. (Lingbao CASBOT) has completed nearly 100 million yuan in angel financing, led by Lens Technology, to accelerate product mass production, technology development, and market expansion [3][5][11] Financing and Investment - Lingbao CASBOT has completed three rounds of financing, with the previous round being over 100 million yuan on February 18, 2025 [3][5] - The latest financing will enhance Lingbao CASBOT's competitive advantage in technology and commercialization [3][5] Strategic Partnerships - Lens Technology will provide key components and assembly support to accelerate the mass production of humanoid robots [5][6] - The company has established strategic partnerships with major players in the humanoid robot sector, including a joint venture with Zhiyuan Robotics to focus on intelligent robot development and AI algorithm [7][9][27] Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, CASBOT 01, in November 2023, featuring 52 degrees of freedom and a computing power of 550T [16][22] - The company introduced CASBOT 02, a lightweight model, priced at 328,800 yuan, which achieved sales of 675,856 yuan during the 618 shopping festival [16][22] Technological Innovation - The company has developed a five-finger bionic dexterous hand capable of precise operations, suitable for industrial manufacturing tasks [18][22] - Lingbao CASBOT employs a layered end-to-end model technology for software, enhancing the robot's intelligence and flexibility [22][23] Market Positioning - Lingbao CASBOT aims to penetrate unique application scenarios such as emergency rescue and underground operations, differentiating itself from competitors focused on industrial manufacturing [25][28] - The humanoid robot sector is experiencing significant growth, with upstream core supply chain companies expected to benefit from this trend [12][28]

Core Viewpoint - The article discusses the recent financing of humanoid robot company Lingbao CASBOT, highlighting its significance in the competitive humanoid robot industry and its implications for technological evolution and commercialization [1]. Financing and Investment - Lingbao CASBOT completed a new financing round amounting to nearly 100 million RMB, led by Lens Technology, with participation from Tianjin Jiayi and existing shareholders [1]. VLA Model Engineering Challenges - The Vision-Language-Action (VLA) model faces challenges in transitioning from theoretical research to engineering applications, particularly in maintaining generalization while meeting specific task accuracy and stability requirements [2]. - CASBOT collaborated with the Chinese Academy of Sciences to propose the ConRFT method, which enhances the VLA model's task execution capabilities through reinforcement learning [2]. ConRFT Methodology - The ConRFT method employs a two-stage optimization strategy, including an offline fine-tuning phase that combines calibrated Q-learning and behavior cloning to train the Q function with limited data [2][3]. - The online fine-tuning phase incorporates a human-in-the-loop mechanism, allowing human operators to intervene and correct the robot's actions, thus improving the model's performance [3]. Performance Metrics - The ConRFT method achieved a 96.3% average success rate across eight real-world tasks, a 144% improvement over traditional supervised fine-tuning methods, and reduced the average task completion steps from 56.3 to 30.7, enhancing efficiency by approximately 1.9 times [5]. Data Collection Strategy - CASBOT established a "three-domain" data collection system, including real machine domain, simulation domain, and human domain, to improve data quality and training efficiency [6]. - The human domain data collection innovatively captures natural human actions, significantly reducing the time required for remote operation tasks [6]. Technical Architecture - CASBOT adopted a layered end-to-end model architecture, allowing flexible resource allocation based on different scenario requirements, enhancing response speed and reducing network dependency [7][10]. - The design reflects practical considerations for deployment environments, ensuring data security and stability in industrial and mining applications [10]. Product Parameter Optimization - CASBOT 02 features specific parameter adjustments, such as height reduction from 179cm to 163cm and computing power adjustment from 550T to 275TOPS, reflecting a strategic shift towards practical application feedback [11][13]. Commercial Strategy - CASBOT focuses on industrial manufacturing and mining energy as primary commercialization directions, driven by market demand and the company's capabilities [15][16]. - The choice of industrial manufacturing is based on rigid demand, quantifiable ROI, and technical adaptability, with applications in quality inspection and shoe manufacturing [16]. Mining Energy Sector - The mining energy sector presents a unique commercialization opportunity, driven by regulatory requirements for robot replacements in critical positions by 2026 [17]. Collaboration and Market Strategy - CASBOT employs a joint R&D model with partners, providing standardized robot products while partners handle specialized modifications and certifications [19]. - The company adheres to a principle of small-scale mass production and delivery, ensuring that products meet clear commercial needs [20]. Industry Trends - The humanoid robot industry is evolving towards mixed technology solutions, with a focus on practical applications rather than singular technological paths [23]. - Innovations in data strategies and product design reflect a shift towards practicality and market maturity, emphasizing effective problem-solving and reasonable ROI [24]. Future Outlook - The humanoid robot industry is still in its early stages, with rapid technological and business model evolution, moving towards more practical and application-focused developments [25].

Core Insights - The increasing demand for clear ROI from clients is pushing companies to focus on cost control and practical applications rather than just technological advancements [1][3] - The launch of the humanoid robot CASBOT 02 on JD.com resulted in actual orders within 48 hours, indicating strong market interest [1] - The second-generation robot emphasizes scenario-based design and cost optimization, with a price starting at 328,000 yuan [1][3] Company Developments - Lingbao CASBOT announced nearly 100 million yuan in angel financing, with significant backing from industrial partners like Lens Technology and Tianjin Jiayi [1][2] - The CASBOT 02 features a VLA model that enhances operational precision to sub-millimeter levels, focusing on specific industrial applications [2] - The company aims for small-batch production across three product lines, targeting around 100 units per line [6] Market Trends - The presence of humanoid robots on consumer platforms like JD.com signifies a shift towards more structured sales channels for large-scale commercialization [7] - JD.com has established a dedicated "Intelligent Robot Business" department, indicating a strategic focus on the smart robotics sector [8] - The sales of smart robots on JD.com saw a tenfold increase during the "6·18" shopping festival, reflecting growing consumer interest [7] Strategic Partnerships - Lingbao CASBOT is leveraging partnerships with industry giants to enhance data accumulation and improve its algorithm models [2] - JD.com is facilitating access to various sales channels, including B2B opportunities, to reach over 9 million government and enterprise users [8]

Core Viewpoint - The article discusses the recent funding of nearly 100 million yuan for the humanoid robot brand "Lingbao CASBOT," which aims to accelerate product mass production, technology research and development, and market expansion [3]. Company Overview - "Lingbao CASBOT" was established in August 2023 and focuses on the application of general humanoid robots and embodied intelligence. The core team has over 20 years of experience in precision assembly, flexible operation, and visual servoing [3][4]. - The company has launched two humanoid robots: CASBOT 01 and CASBOT 02, each targeting different application scenarios [3][7]. Product Details - CASBOT 01 is designed for outdoor complex environments, standing 179 cm tall, weighing approximately 60 kg, with 52 degrees of freedom and a computing power of 550T. It is optimized for specific user needs and special operations [4]. - CASBOT 02, released in June, is a lightweight model at 163 cm tall and 55 kg, featuring a 275 tops computing chip. It includes RGBD cameras and IMU sensors for enhanced interaction capabilities, suitable for various human-machine interaction scenarios [7]. Technical Innovations - The technology combines a "layered end-to-end + reinforcement learning" approach, allowing for real-time adaptive optimization in dynamic environments. This enables the robot to adjust its actions and trajectory planning autonomously [8][9]. - The focus is on industrial and energy sectors, where the demand is clear and stable, making it a suitable market for the commercialization of embodied intelligent robots [9][10]. Market Strategy - "Lingbao CASBOT" aims to enhance robot shipment volumes by focusing on high-demand scenarios in industrial and mining sectors, creating a positive feedback loop for data collection and technology optimization [10]. - The company has established partnerships with leading firms in the mining and industrial sectors, leveraging its accumulated industry knowledge and experience [14]. Future Directions - The company plans to conduct in-depth research on humanoid robots' applications across multiple scenarios to promote the deployment of embodied intelligence technology in more fields [15].

Core Insights - Lingbao CASBOT has completed nearly 100 million yuan in Series A+ financing, led by Lens Technology, with participation from Tianjin Jiayi, Guotou Chuanghe, and Henan Assets [1][2] - The funds will be primarily used to accelerate product mass production, technology research and development iteration, and market expansion, reinforcing the company's core competitive advantage of "technological leadership + commercial navigation" [1][2] - The company has completed three rounds of financing, with the previous round in February 2025 raising over 100 million yuan [1][2] Company Overview - Founded by Zhang Zhengtang, a researcher at the Chinese Academy of Sciences, Lingbao CASBOT focuses on developing general humanoid robots and embodied intelligent products [2][4] - The core team consists of experts from top global universities and technology companies, with over 20 years of research experience in key areas such as intelligent robotics and precision assembly [4] Product Development - Lingbao CASBOT launched its first bipedal humanoid robot, "CASBOT 01," in November 2024, featuring 52 degrees of freedom and a computing power of 550T [4] - The company subsequently released "CASBOT 02," equipped with a multimodal perception system and high-performance RCU, priced at 328,800 yuan during the 618 shopping festival [4] Technological Innovations - The company has developed a bionic dexterous hand for humanoid robots, capable of complex tasks such as assembly and inspection, addressing flexible manufacturing needs in industrial settings [6] - A collaboration with the Chinese Academy of Sciences has led to a new method for fine-tuning VLA models in real environments, enhancing safety, efficiency, and robustness in robotic tasks [8] Strategic Partnerships - Lingbao CASBOT has formed strategic partnerships with Shandong Zhaojin Group and Shandong Zhongmin Group to establish a joint venture focusing on embodied intelligent robots for mining safety and operations [8] - A partnership with CITIC Heavy Industries aims to develop domestically produced special humanoid robots and enhance international competitiveness in the humanoid robotics sector [10] - Following the recent financing, Lens Technology will leverage its expertise in consumer electronics and smart home appliances to support Lingbao CASBOT's mass production and quality control efforts [10]