凌晨，银河通用Galbot G1机器人在24小时智慧药仓里穿梭，根据夜间订单智能分拣药品；早晚高峰，海淀依托空间计算模型等，让部分重点区域平均拥堵 指数下降超40%；校内校外，北京101中学学生与接入的智谱Agent（智能体）畅谈，跟着数十万个Agent学习……这不是科幻电影，而是北京正在经历的日 常。 1月5日，2026北京·人工智能创新高地建设推进会（以下简称"推进会"）上集中发布了北京人工智能创新高地建设行动计划、首批人工智能创新街区、前沿 成果等多项内容。2025年上半年，北京市人工智能核心产业规模达2152.2亿元，同比增长25.3%，初步估算全年产业规模有望冲击4500亿元。 为何是北京？产业最有发言权。在AI芯片领域，北京已经形成自主可控的"芯片矩阵"。 昆仑芯、寒武纪、摩尔线程、清微智能……一系列国产明星产品性 能领先。在大模型方面，北京更是一骑绝尘！豆包、Kimi、文心等大众日常依赖的AI应用，全是"北京造"，站稳全球第一梯队。 在这座城市，AI早已从实验室走向街头巷尾。支撑这一切的，是一套高效运转的机制，把算法、芯片、数据这些"矿石"炼成真正能用、好用的产品。从晶 圆、代码到日常生活，人工 ...

Core Insights - The Chinese robotics industry financing market is experiencing a continuous upward trend, with a total of 54 financing events in December 2025, an increase from November, and an estimated financing amount between 60.4 billion to 77.8 billion RMB [1] - The focus of capital is heavily concentrated on humanoid robots and embodied intelligence, with significant early-stage financing expansion, indicating strong support for quality projects [1][2] - The market shows a robust confidence in the long-term prospects of the robotics industry, driven by favorable policies and technological advancements [1][2] Financing Trends - In December, humanoid robots and embodied intelligence accounted for 24 financing events, representing 44.4% of the total, nearly doubling from 13 events in November [2] - The core components sector maintained a stable financing trend with 10 events, accounting for 18.5% of the total, while industrial robots saw a slight increase with 8 events [4][5] - Early-stage financing remains dominant, with 24 A-round events and 19 early-stage events, indicating a vibrant innovation landscape [5][7] Key Companies - Galaxy General Robotics completed a financing round of over 300 million USD (approximately 2.11 billion RMB), setting records for single and cumulative financing in the embodied intelligence sector [9][11] - Luming Robotics secured several hundred million RMB in Pre-A financing rounds, focusing on continued investment in embodied intelligence data and hardware [14][19] - Yundongchu Technology announced over 500 million RMB in C-round financing, with a cumulative financing exceeding 1 billion RMB, preparing for an IPO [20][23] Sector Analysis - The core components sector is characterized by a mature financing distribution, focusing on high-value, integrated solutions such as joint modules and new motors, reflecting a shift towards modular investment [24] - Zhongke Silicon Technology completed strategic financing to support the mass production of dexterous hands and the iteration of embodied intelligence models [25][27] - Inke Intelligent Technology raised nearly 200 million RMB, highlighting its position as a leading supplier of joint modules in the humanoid robotics sector [30][32]

在全球人工智能从算法突破迈向产业落地的关键阶段，中国正通过具身智能这一前沿领域展现出独特的产业引领力。北京大学助理教授、银河通用创始 人兼首席技术官王鹤指出："在当今的全球科技变革中，中国具身智能已成为引领者。中国人形机器人也不再仅仅是'技术展示'，而是能在具体场景中承担 更复杂、更自主的实际任务。" 从技术突破到产业赋能：中国方案的实践路径 近期，银河通用机器人与精密制造企业百达精工正式签署千台级战略合作协议，将在高精度零部件制造领域规模化部署具身智能机器人。此前在工业制 造领域，银河通用已与宁德时代、德国博世、丰田汽车、韩国现代、北汽集团、上汽集团、极氪汽车、长城汽车等国内外龙头工业客户建立了深度合作。 在工业制造车间，银河通用Galbot G1机器人展现的不仅是自动化替代，更是一种全新的生产力范式。王鹤指出，机器人能落地、能真实干活的核心驱 动力在于"场景数据闭环"的规模化形成——机器人在真实环境中持续工作、持续学习，推动"具身大脑"快速进化。 这种进化正在深刻改变制造业的底层逻辑。与传统自动化设备执行预设程序不同，具身智能机器人通过端到端的具身大模型实现了从感知到执行的自主 闭环，让机器人能够深度融入 ...

Core Insights - Galaxy General Robotics has recently completed a financing round exceeding $300 million, led by China Mobile Chain Long Fund, with participation from various investment platforms and industry giants [1] - The company has a technological advantage in intelligent control and autonomous learning algorithms, utilizing advanced AI chips for superior processing capabilities [1][2] - Despite its strengths, Galaxy General Robotics needs to enhance its brand influence and market share compared to international peers, and improve high-end customization services [1][2] Company Overview - Founded in May 2023 by Dr. Wang He and Yao Tengzhou, Galaxy General Robotics focuses on the Galbot G1 robot, which is applied in retail, industrial, and medical sectors [2] - The Galbot robot can perform various tasks in home environments, such as cleaning and organizing, and in retail, it efficiently manages inventory and delivery [2] - The company has established deep collaborations with major enterprises like CATL, Bosch, and Toyota, with cumulative orders reaching thousands of units [2] Product Innovations - Galaxy General Robotics has introduced the NavFoM model, enabling robots to understand mobility and navigate complex environments autonomously [3] - The DexNDM model allows for dexterous hand control, enhancing the robot's ability to handle diverse and intricate tasks [3] - The company plans to launch a 24-hour smart medical store in collaboration with Aibo Medical, showcasing its robots' capabilities in real-time retail [3] Industry Challenges - The embodied intelligence sector faces challenges due to the conflict between investors' expectations for short-term results and the longer timelines required for technological implementation [4] - The number of startups in the embodied robotics space has exceeded 150, making differentiation a significant challenge for Galaxy General Robotics [3][4] Future Outlook - The demand for automation and intelligent devices is expected to grow with the advent of Industry 4.0, providing a favorable market outlook for Galaxy General Robotics [6] - The company is committed to increasing R&D investments and continuously innovating to maintain its industry leadership [6] - Successful implementation of scalable scenarios within the next three years will be crucial for the company's survival and growth in the market [6]

Core Insights - The article discusses the advancements in the robotics industry, particularly focusing on the capabilities of the Galbot G1 robot developed by Galaxy General Robotics, which has achieved significant commercial applications in various sectors [1][5][6]. Group 1: Robotics Technology and Applications - The Galbot G1 robot is designed with a dual-arm, foldable wheel structure, standing 1.73 meters tall, with an arm reach of 1.9 meters, capable of reaching heights of up to 2.4 meters, and is priced around 700,000 yuan [5]. - The robot has been successfully deployed in industrial, retail, medical, and hospitality settings, with plans to expand its presence in commercial retail, aiming for 100 locations nationwide this year [6][7]. - The VLA (Vision-Language-Action) foundational model enables the robot to achieve over 95% success in generalized grasping tasks, showcasing its versatility across different scenarios [2][3]. Group 2: Data Challenges and Solutions - The robotics industry faces significant challenges due to a lack of data, which is crucial for training robots effectively. Galaxy General Robotics is addressing this by developing synthetic data generation pipelines, accumulating hundreds of millions of real application scenario data and billions of synthetic data [2][3]. - The company emphasizes the importance of both general education and vocational training for robots, utilizing vast amounts of synthetic data for general tasks and real machine data for specific skills [3][4]. - The transition from 2D video learning to 3D applications poses risks of data loss, which could degrade the quality of training data for robots [4]. Group 3: Industry Trends and Future Directions - The industry consensus is focused on finding practical applications and commercial viability for embodied intelligence, with events like the 2025 World Humanoid Robot Games showcasing the capabilities of robotics technology [7]. - Galaxy General Robotics aims to enhance its commercial footprint by introducing high-value products in retail and expanding its partnerships in the medical field, such as collaborations with hospitals [6][7]. - The company is also exploring international opportunities, having implemented welcoming and guiding applications in hotels in Abu Dhabi, UAE [6].

Group 1 - The event "New Quality Pioneer Future Beijing" showcased Beijing's innovation and development in the robotics industry, highlighting its position as a robotics hub [1] - The event featured visits to companies like Galaxy General, Accelerated Evolution, Songyan Power, and Cloud Trace Technology, demonstrating their achievements and contributions to the robotics sector [1] Group 2 - Galaxy General's Galbot G1 robot won the championship in the pharmaceutical sorting category at the 2025 World Humanoid Robot Games, and the company has received orders for 100 robot retail warehouse stores, with plans for nationwide deployment by the end of the year [2] - The company has established a humanoid robot smart pharmacy solution that can efficiently complete delivery tasks, with new store setups taking only two days [2] - Songyan Power's N2 robot won the free gymnastics championship, and the company emphasizes the importance of Beijing's supportive policies for its success, with a projected 50% revenue growth in the robotics industry for 2024 [3] - Accelerated Evolution's T1 robot helped win all medals in the football events at the competition, showcasing the integration of expertise from various fields to drive humanoid robot applications [4] Group 3 - Cloud Trace Technology has deployed its robots in over 30,000 locations globally, completing over 500 million services in 2024, demonstrating the scalability of its intelligent service ecosystem [4] - Beijing aims to become a global benchmark city for "robot + smart living" solutions, promoting the integration of robotics in public service sectors and enhancing industrial clusters [5]

Core Insights - NVIDIA is extending its dominance in data centers to the physical world with the launch of the Jetson Thor robot computing platform, which features a significant performance leap of 7.5 times compared to its predecessor [2][3] - The release of Jetson Thor is seen as a critical move for NVIDIA to initiate its "second growth curve," with expectations of substantial growth in its automotive and robotics segments, projected to increase by 80% year-over-year [2][9] Product Launch - Jetson Thor, priced at $3,499, boasts an AI computing power of 2070 TFLOPS and is designed to run complex generative AI models locally on robots, enhancing their real-time perception and decision-making capabilities [2][3] - The platform introduces multi-instance GPU (MIG) technology, allowing for the safe operation of high-safety motion control tasks alongside non-critical AI applications, thereby improving reliability [3] Ecosystem Development - NVIDIA is building a comprehensive ecosystem around Jetson Thor, which includes a triad architecture: AI factories for training, digital twins for simulation, and the Jetson Thor for deployment in physical environments [4][5] - Major companies, including Boston Dynamics, Amazon Robotics, and OpenAI, are early adopters of Jetson Thor, signaling its importance in developing advanced robotics [5][6] Market Expectations - The upcoming Q2 earnings report is highly anticipated, with analysts predicting total revenue of approximately $45.8 billion, a year-over-year increase of about 52% [8][9] - The automotive and robotics sectors are expected to be the main highlights of the earnings report, with a projected acceleration in growth from 72% to 80% [9][10] Challenges Ahead - Despite the powerful capabilities of Jetson Thor, the broader robotics industry faces challenges in achieving human-like flexibility and functionality, which may delay widespread adoption [8] - The success of Jetson Thor as a growth engine depends on the scalability of robotics applications and the maturity of the physical environment [8][10]

世界终究是属于年轻人的。 作者 I 吴琼 报道 I 投资界PEdaily "坐在黄仁勋旁边的年轻人是谁？" 过去一周，黄仁勋身着标志性皮衣，现身中国多地与员工共庆新春。其中在北京年会上， 一群年轻面孔引起创投圈的注意—— 现场，宇树科技CEO王兴兴、银河通用创始人兼CTO王鹤、深涌智能Eme rgi n g AI创始 人黄可铖等创业者皆到场。他们，算是当下国内最火的90后创业者。 浮沉二十多年，黄仁勋走到全球科技权势中心。而坐在他身边的这群年轻人，正开启一个 新故事。 黄仁勋现身 黄仁勋透露，目前英伟达在中国已有近40 0 0名员工，在北京、上海和深圳都设有办公 室。他还提到，英伟达在科技公司中的人员流失率是极低的，在中国同样如此，"英伟达 全球员工流失率大约是2%，中国的这一数字更低，仅有0 . 9%。" 名场面则是现场聚集了一群眼下最火的90后明星创业者。宇树科技CEO王兴兴在个人社 交平台晒与黄仁勋合影，并表示："新的一年，全新开始，加油"；银河通用创始人兼 CTO王鹤，也在晚宴中坐在黄仁勋身边。 身边坐着一群年轻人 依旧是标志性的绿色背景板和黑色皮衣。 从上周开始，黄仁勋开启英伟达中国年会之行。在深圳 ...