1月7日，备受瞩目的全球消费电子产业风向标——国际消费电子展(CES 2026)正式拉开帷幕。本届CES 上，京东携手宇树科技、越疆科技、智元、众擎、松延动力、元萝卜、傲鲨、银河通用等20余家生态伙 伴重磅亮相，集中展示十余款覆盖各类场景的前沿新品与解决方案，向全球展现了其通过开放生态加速 机器人技术演进与商业化落地的实力。众多产品已在京东独家首发，打开京东APP搜索"CES机器人上 新"即可第一时间解锁这些前沿新品。 随着机器人产业从实验室走向规模化，京东正通过整合其积累多年的超级供应链、技术和服务能力，构 建开放协同的产业生态，为合作伙伴提供从研发、销售，再到营销和服务的全链路支持。 在商业化层面，京东为生态伙伴提供包括"0门槛"入驻自营店铺、新品首发共建、自营租赁服务以及联 合开设线下门店等在内的多渠道创新解决方案，构建线上线下融合的销售服务网络，确保前沿科技产品 以更低的门槛、更高效的方式触达用户。 在技术层面，京东依托在AI领域的深厚积累，通过自研JoyAI大模型及附身智能品牌Joylnside，为机器 人产品注入先进的智能交互能力，优化用户体验。受益于京东打造的开放生态，全产业链的品牌都能够 专注 ...

（原标题：具身智能单轮最大融资诞生，银河通用什么来头？） 公司联合创始人王鹤为斯坦福博士，北大前沿计算研究中心助理教授，博士生导师，北大-银河通用具 身智能联合实验室和北京智源研究院具身智能研究中心主任。公司另外一位联合创始人姚腾洲则毕业于 北京航空航天大学机器人研究所，师从机器人行业泰斗、中关村智友研究院院长王田苗教授，拥有扎实 的专业背景。 总部位于北京的银河通用表示，公司近日完成新一轮超3亿美元（约合21亿元人民币）融资。从公开信 息来看，本轮融资是目前具身智能领域单轮最大融资，公司也成功成为国内估值最高的具身智能初创企 业。 银河通用做什么？ 公开资料显示，北京银河通用机器人有限公司成立于2023年5月，致力于为全球用户提供通用机器人产 品，并已率先在商业、工业、医疗等场景中广为应用，是市场领先的具身多模态大模型通用机器人企 业。 银河通用在北京、深圳、苏州、香港设有研发中心，与北京大学、北京智源人工智能研究院、宣武医 院、北京中关村学院分别成立了联合实验室/研究中心。 2024年6月，公司首代具身大模型机器人Galbot G1正式亮相。这也是公司目前为止正式发布的第一款具 身大模型机器人。 Galb ...

责任编辑：公司观察 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，银河通用机器人宣布完成新一轮超3亿美元融资。本轮融资由中国移动链长基金领投，中金资 本、中科院基金、苏创投、央视融媒体基金、天奇股份等投资平台及产业巨头联合注资，标志着具身智 能领域单轮最大融资诞生。 据知情人士透露，银河通用机器人累计融资额约8亿美元，估值达30亿美元（超200亿人民币），这也是 目前人形机器人行业最高估值。 公开资料显示，银河通用成立于2023年5月，由北大教授王鹤带领团队创立，公司专注于具身智能大模 型与通用机器人研发，采用仿真数据驱动技术路线，已推出Galbot G1等产品，并在工业制造、零售等 领域实现规模化应用。 今年6月，银河通用迎来宁德时代等投资方超11亿元融资，是目前唯一获得宁德时代投资的具身智能大 模型企业。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近日，银河通用机器人宣布完成新一轮超3亿美元融资。本轮融资由中国移动链长基金领投，中金资 本、中科院基金、苏创投、央视融媒体基金、天奇股份等投资平台及产业巨头联合注资，标志着具身智 能领域单轮最大 ...

Core Viewpoint - The domestic humanoid robot unicorn, Galaxy General, is preparing for an IPO in Hong Kong, with plans to submit its application as early as January next year, following a recent corporate restructuring [2][4]. Company Overview - Galaxy General was established in May 2023 and is recognized as a leading player in the embodied intelligence sector, alongside Yushu Technology and Zhiyuan Robotics [5]. - The company has completed four rounds of financing, raising over 2 billion yuan, with notable investors including CATL, Qiming Venture Partners, and IDG Capital [5][6]. Recent Developments - On November 27, 2023, Galaxy General underwent a corporate restructuring, changing its status from a limited liability company to a joint-stock company, which is often a precursor to an IPO [2][3]. - The company has launched its humanoid robot product, Galbot G1, which is designed for various applications in industrial, retail, and service sectors [6][7]. Market Position and Competition - Galaxy General's valuation has reached 17 billion yuan, making it the highest-valued company in the embodied intelligence sector in China [6]. - The humanoid robot industry is experiencing significant competition, with several companies, including Yushu Technology and Zhiyuan Robotics, also preparing for IPOs [9]. - The year 2025 is anticipated to be a pivotal year for robot mass production, with supply chain competition becoming crucial for market positioning [9].

Group 1 - The core viewpoint of the articles highlights the rapid development and expansion of the robotics industry in China, particularly in commercial service applications, moving beyond traditional industrial uses [1][2] - Guangdong Jinma Amusement Co., Ltd. showcased a robot capable of performing complex tasks in amusement parks, indicating a trend towards integrating embodied intelligence technology in cultural and tourism scenarios [1] - The robotics industry is experiencing a shift towards retail and commercial services, with companies like Beijing Galaxy General Robotics Co., Ltd. deploying robots in unmanned pharmacies to enhance service efficiency [1] Group 2 - Zhang Xinyuan from Beijing Kefa Technology Development Co., Ltd. noted that the industrialization of robots begins in controlled industrial environments, followed by commercial service scenarios that require stronger interaction capabilities, and finally, the more complex home environments [2] - Shenzhen Tuobang Co., Ltd. has begun mass delivery of cooking robots, signaling a potential industry explosion in this sector, while maintaining stable market shares in vacuum cleaners and service robot components [2] - Guangdong Liying Intelligent Manufacturing Co., Ltd. is actively promoting the hardware manufacturing of embodied robots and has established strategic partnerships with leading companies in the field [2] - Ningbo Zhenyu Technology Co., Ltd. reported a significant increase in orders for its robotics business, particularly for dexterous hand components, indicating a growing demand in the sector [2] - Overall, the maturity of the industry chain and the resonance with demand are expected to benefit companies that have made proactive layouts and possess mass delivery capabilities [2]

Core Insights - The article highlights that "Yinhe General," a humanoid robot startup from the "Peking University" system, has achieved a valuation exceeding 10 billion yuan, making it the third domestic humanoid robot company to reach this milestone after "Zhiyuan Robotics" and "Yushu Technology" [2][5]. Group 1: Company Overview - "Yinhe General" was established in May 2023 in Beijing, focusing on providing general robot products for global users and has already been widely applied in commercial, industrial, and medical scenarios [6]. - The founding team consists of experienced professionals from the robotics industry and academia, including Wang He, a Stanford PhD and assistant professor at Peking University, and Yao Tengzhou, a master's graduate from Beihang University with extensive experience in industrial and service robotics [7]. Group 2: Financing and Valuation - "Yinhe General" has completed over 2.4 billion yuan in financing across three rounds, with the latest round raising 1.1 billion yuan led by CATL, along with participation from top investors [8][11]. - The company’s valuation has reached over 10 billion USD following significant funding rounds, positioning it as a key player in the domestic humanoid robotics sector [8]. Group 3: Product and Technology - The company has launched its first wheeled bionic robot, Galbot G1, which is claimed to be the world's first robot capable of demonstrating generalized skills in real-world settings [12]. - At the 2025 World Robot Conference, "Yinhe General" introduced the Galbot G1 Premium, featuring the NVIDIA Jetson Thor chip, marking a significant technological advancement [14]. Group 4: Commercialization Efforts - "Yinhe General" has developed a "smart pharmacy solution" utilizing its self-developed end-to-end model technology, enabling efficient inventory management and delivery in pharmacies [22]. - The company has secured orders from 100 stores and aims for nationwide deployment by the end of the year, with several stores in Beijing already operational [24]. - In the industrial sector, a joint venture with Bosch China focuses on high-precision manufacturing scenarios, leveraging "Yinhe General's" simulation training and synthetic data technology [26]. Group 5: Market Position and Future Outlook - The article emphasizes that "Yinhe General" is positioned at the forefront of the domestic humanoid robot industry, with significant advancements in AI capabilities and practical applications [30]. - The company is part of a broader trend where major tech firms are entering the humanoid robotics space, indicating a growing interest and investment in this sector [36].

Core Viewpoint - The article emphasizes the rapid advancement of technology, particularly in embodied AI models, which are expected to lead to the widespread adoption of humanoid robots across various industries, showcasing a promising future for general intelligence [2]. Company Overview - Galaxy General Robotics is a leading global company in the field of embodied intelligent models, established in May 2023, focusing on providing general robotic products for users worldwide, with applications in commercial, industrial, and medical sectors [4][5]. - The company has research centers in Beijing, Shenzhen, Suzhou, and Hong Kong, and has established joint laboratories with institutions such as Peking University and Xuanwu Hospital [5]. Product Development Timeline - May 2023: Company establishment [6]. - June 2024: Launch of the first self-developed embodied model robot, Galbot G1 [6]. - January 2025: Release of the world's first end-to-end embodied grasping foundational model, GraspVLA [6]. - May 2025: Announcement of the world's first humanoid robot smart retail solution, securing orders from 100 stores [6]. - June 2025: Introduction of product-level end-to-end embodied navigation model, TrackVLA, and the first end-to-end embodied model for the retail industry, GroceryVLA [7]. - August 2025: Launch of Galbot G1 Premium, the first robot equipped with NVIDIA's latest Jetson Thor chip, and victory in the sorting skills competition at the World Humanoid Robot Games [7]. Recruitment and Opportunities - The company is seeking graduates from domestic and international universities for various positions, emphasizing a passion for learning, exploration, and practical application [9]. - Available positions include roles in embodied multi-modal models, humanoid reinforcement learning control, robot planning and control, and embodied software system development [10].

Core Viewpoint - The article highlights the rapid growth and valuation of the humanoid robot startup "Galaxy General," which has surpassed 10 billion yuan in valuation, making it the third domestic humanoid robot company to achieve this milestone after "Zhiyuan Robotics" and "Yushu Technology" [2][6]. Group 1: Company Overview - "Galaxy General" was established in May 2023 in Beijing, focusing on providing general-purpose robotic products for global users, with applications in commercial, industrial, and medical scenarios [7]. - The founding team consists of experienced professionals from the robotics industry and academia, including Wang He, a Stanford University PhD, and Yao Tengzhou, who has extensive experience in industrial and service robotics [8][9]. Group 2: Financing and Valuation - "Galaxy General" has completed over 2.4 billion yuan in financing across three rounds, with the latest round raising 1.1 billion yuan led by CATL, along with participation from top investors [10][12]. - The company has received significant backing from major investors, including Meituan and CATL, positioning it as a strong player in the humanoid robotics sector [12][13]. Group 3: Product and Technology - The company launched its first wheeled bionic robot, Galbot G1, which is claimed to be the world's first robot capable of demonstrating generalized skills in real-world settings [14][15]. - "Galaxy General" has developed a series of advanced models, including GraspVLA, which achieved zero-shot generalization capabilities, and GroceryVLA, designed for retail applications [17][19]. Group 4: Commercialization Efforts - The company has announced a "smart pharmacy solution" utilizing Galbot for inventory management and product delivery, with plans to deploy in 100 stores nationwide [22][24]. - Collaborations with Bosch China aim to develop robots for high-precision manufacturing scenarios, enhancing production efficiency in automotive companies like Benz and Zeekr [26][28]. Group 5: Market Position and Challenges - "Galaxy General" is positioned as a leading player in the domestic humanoid robotics market, focusing on AI capabilities and practical applications [30]. - Despite the advancements, the article notes that many startups in the field face challenges in achieving sustainable commercialization and establishing a competitive moat [30].

Group 1 - IOAI (International Olympic Academic Activities) was established in 2023 and has launched its first event in China, focusing on the application of technology to real-world problems, particularly in machine learning, natural language processing, and computer vision [1] - The "Future Factory" team challenge began on August 4, with 80 teams from 63 countries participating in a simulation development phase using a factory environment provided by Beijing Galaxy General Robotics [1][6] - The competition is unique as it introduces real machine deployment challenges for high school students, requiring them to transfer AI algorithms to robots to complete real tasks, thereby testing their algorithmic skills and practical abilities [6][7] Group 2 - The simulation development phase involves tasks similar to those demonstrated by robots in a smart supermarket, where participants must achieve autonomous movement and operation in a highly realistic factory environment [7] - Galaxy General Robotics, founded in May 2023, is the exclusive technical support for the IOAI challenge, providing a comprehensive competition platform from simulation to real-world application [7] - The company has established joint laboratories with universities, indicating a strong academic orientation and an attempt to expand its embodied intelligence technology internationally [7]

Industry Overview - The robot industry in China has experienced explosive growth, with industrial robot production increasing by 35.5% year-on-year to approximately 69,000 units, and service robot production rising by 13.8% to about 1.216 million units in May this year [2][23]. Types of Care Robots - Care robots are categorized into four main types: 1. Nursing assistance robots that help the elderly or those with mobility issues 2. Health monitoring robots that measure vital signs and remind users to take medication 3. Daily service robots that perform household chores like cleaning and cooking 4. Social companion robots that provide emotional support and entertainment [3][18]. Technological Advancements - Companies are developing advanced robots capable of performing complex tasks. For instance, the AlphaBot 2 can operate various coffee machines and perform a series of tasks autonomously, showcasing significant advancements in spatial awareness and machine learning [9][21]. Market Applications - Robots are increasingly being deployed in various sectors, including community care facilities and retail environments. For example, the Galbot G1 robot is operational in several unmanned pharmacies, managing inventory and fulfilling orders autonomously [14][16]. Challenges in Adoption - The integration of care robots into households faces several challenges, including the need for improved intelligence, high costs, and ensuring stability and safety in complex environments. Current prices for humanoid robots often exceed 10,000 yuan, limiting their market primarily to enterprises and institutions [18][22]. Future Prospects - The Chinese government has set ambitious goals for the humanoid robot industry, aiming for significant advancements by 2025 and 2027. The global humanoid robot market is projected to grow at a compound annual growth rate of 71% from 2021 to 2030, with China's market expected to reach approximately 870 billion yuan by 2030 [23].