在过去的2025年，中国AI在世界上的地位突飞猛进，豆包、Kimi、DeepSeek等诸多大模型的名字闪耀 海内外。记者注意到，大部分知名国产大模型的研发团队均设置在北京，从中关村到五道口，从花园北 路到蓟门桥，一条条看似普通的街道，却勾勒出了中国AI产业最具活力的核心版图。 （来源：千龙网） "全球的信息扑面而来，每天都要接收大量的信息并深入思考，不管是工作量还是思考量，比一年以前 都翻了两倍以上，但随着行业发展，现在我不会刻意纠结是否在'上班'，而是觉得作为行业一分子，理 应多做点事。"晚上十点，北京一些聚集大量科技公司的写字楼依旧灯火通明，一名从事大模型技术研 发工作的AI初创公司员工刚刚下班。谈起过去一年的工作感受，她这样告诉新京报记者。 "北京无疑是科技公司最佳的创业沃土。这里人才优势突出，有大量可用高端、跨学科技术人才，聚集 了大量科研和产业资源，能帮助企业快速实现技术落地与验证。还有完善的人工智能自主生态系统，便 于企业与各类产业伙伴协同创新，彻底避免闭门造车的困境。更重要的是，北京市政府对科技前沿的认 知足够深入，沟通效率高，也愿意对长期投入和早期创业项目给予有力支持。"光轮智能联合创始人、 ...

Core Viewpoint - The development of embodied intelligence over the past 25 years has focused on a closed-loop process of data collection, model training, data scaling, and model optimization, with data remaining a key focus for future advancements [1][5]. Group 1: Data Routes - The industry is not selecting a single optimal solution but is progressing along four distinct data routes simultaneously, each addressing different constraints and stages [3]. - The four data routes have led to the emergence of a competitive landscape termed the "Four Little Dragons of Embodied Data," with key players including Zhiyuan, Galaxy, Tashi, and Luming [4][34]. Group 2: Data Route Descriptions - **Remote Control Real Machine**: This route provides the most authentic data but is also the most expensive and slow, requiring real robots and specialized operators, making it difficult to scale [8][12][14]. - **Simulation Data**: Offers high efficiency and scalability, but faces challenges due to the domain gap, limiting its effectiveness in real-world applications [16][18][20]. - **Human Video**: This route is cost-effective and covers a wide range of scenarios but lacks critical feedback mechanisms and is not a primary data source for initial capabilities [22][25]. - **UMI Data**: This approach decouples real interaction data from specific robots, allowing for more versatile and scalable data collection, thus becoming a foundational infrastructure for embodied data [27][30][31]. Group 3: Industry Practices - In the remote control real machine data direction, Tesla is advancing its remote operation system, while Zhiyuan Robotics is deepening its focus on real bodies and task loops [35]. - In the simulation data route, Galaxy General is expanding synthetic data scale through computational power and simulation engines [35]. - In the human video data direction, Tashi is developing large-scale human behavior video datasets to enhance semantic coverage [35]. - The UMI route is represented by Luming Robotics, which has made significant strides in scaling and engineering UMI data collection systems [35][39]. Group 4: Future Implications - As the industry transitions from proving feasibility to continuous evolution, the ability to consistently produce high-quality real data will become increasingly critical [37]. - The four data routes are not mutually exclusive; they each play distinct roles in the overall ecosystem, contributing to a clearer path forward for embodied intelligence [38][40]. - The importance of time accumulation is emphasized, particularly for the UMI route, which relies heavily on early choices and sustained investment [41][42]. - The current landscape of the "Four Little Dragons" serves as a structural description of the industry, with future success dependent on which routes and teams can maintain operational continuity and data advantages [44][45].

银河通用宣布完成超3亿美元新一轮融资，这一金额刷新了具身智能领域的单轮融资纪录。 据19日公布的信息，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、天奇股份等产业资本与投资平台联合注资。此外，交易还吸引了来自新加坡、中东的国际投资机 构及老股东的加注。融资完成后，银河通用的估值已达到30亿美元（约211.3亿人民币）。 这笔交易凸显了资本市场对具身智能赛道的持续押注。作为北京大学系的初创企业，银河通用在短短半 年内估值翻了三倍。此前一轮融资后，其外部估值约为10亿美元。随着新资金的注入，其累计融资额已 约达8亿美元。公司表示，资金将主要用于核心技术的持续投入、加速各领域解决方案的规模化落地与 迭代，以及拓展全球合作网络。 此次融资正值中国人形机器人企业加速迈向资本市场的关键窗口期。据报道，银河通用已于11月28日完 成股份制改革，目前正在筹备赴港上市，最早可能在明年首季向港交所递交申请，目标估值在30至40亿 美元之间。 "国家队"与产业资本重注 在完成本轮融资前，银河通用已在资本市场动作频频。公司于今年6月23日完成了由宁德时代领投的11 亿元新一轮融资，并在今年6月和11 ...

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].

Core Insights - The article focuses on the emerging field of embodied intelligence, highlighting the development of general-purpose robotic brain systems and multi-modal perception decision-making systems, which are attracting significant attention from both capital and industry [2][3]. Domestic Companies - **Xinghai Map**: Founded in 2023, focuses on developing a "general embodied large model" using real-world data to create robots with fine operational capabilities. The company has completed 8 rounds of financing [6]. - **WALL-A Model**: Set to launch in October 2024, it will be the largest parameter scale embodied intelligence general operation model globally, integrating visual, language, and motion control signals [6]. - **Wall-OSS**: An open-source embodied intelligence foundational model with strong generalization and reasoning capabilities [6]. - **UBTECH**: Established in 2012, it is a leader in humanoid robot commercialization with comprehensive self-research capabilities [10]. - **Thinker Model**: A multi-modal large model with 10 billion parameters, expected to achieve top rankings in three international benchmark tests by 2025, enhancing robots' perception and task planning in complex environments [10]. - **Zhiyuan Robotics**: Founded in February 2023, it aims to create world-class general embodied intelligent robot products [12]. - **Genie Operator-1**: Set to release in March 2025, it integrates multi-modal large models and hybrid expert technology, improving task success rates by 32% compared to market models [12]. - **Galaxy General**: Founded in May 2023, it focuses on multi-modal large models driven by synthetic data [14]. - **VLA Model**: The world's first general embodied large model, utilizing a "brain + cerebellum" collaborative framework [14]. - **Qianxun Intelligent**: Established in 2024, it specializes in AI and robotics with a strong technical foundation [16]. - **Spirit V1 VLA Model**: The first AI model to tackle long-range operations of flexible objects, supporting multi-task generalization [16]. - **Star Motion Era**: A new tech company incubated by Tsinghua University, focusing on general artificial intelligence applications [18]. - **ERA-42 Model**: The first end-to-end native embodied large model in China, capable of learning over 100 dynamic tasks through video training [18]. International Companies - **Figure AI**: Focuses on developing embodied intelligence large models and related infrastructure for various industries [20]. - **Noematrix Brain**: Combines advanced algorithms and data support for comprehensive capabilities in instruction reasoning and task planning [20]. - **Physical Intelligence**: A startup established in January 2023, aims to create advanced intelligent software for robots [24]. - **π0 Model**: Released on October 31, 2024, it is a foundational model for robots, achieving fine control capabilities through pre-training and fine-tuning [24]. - **Google DeepMind**: Merged with Google Brain in 2023, focusing on general artificial intelligence research [22]. - **Gemini Robotics**: A VLA model that allows robots to perform complex tasks without specialized training, enhancing their adaptability to environmental changes [22]. - **NVIDIA**: A leading GPU design company that has expanded into AI solutions [24]. - **Eureka System**: Based on GPT-4, it can automatically train robots for complex actions and optimize reinforcement learning processes [24].

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 - Youlife Group Inc. has entered a joint venture with Beijing Galbot Co., Ltd. to create Youlife Galaxy, aiming to revolutionize vocational training in China by integrating technology and education [1][4]. Group 1: Company Overview - Youlife is a leading blue-collar lifetime service provider in China, operating the largest platform for vocational training, recruitment, and workforce solutions [2]. - The company has partnerships with nearly 100 educational institutions and has facilitated employment for over one million individuals [2][10]. Group 2: Joint Venture Details - Youlife will hold a 51% equity stake in the newly established entity, Youlife Galaxy, which will combine Youlife's vocational education network with Galbot's robotics technology [1]. - The joint venture aims to create a closed-loop ecosystem that connects education, technology, and industry [4]. Group 3: Addressing Labor Gaps - Youlife Galaxy aligns with China's "Vocational Education Quality Improvement Action Plan" and aims to address a projected shortfall of 29 million skilled workers in key manufacturing sectors by 2025 [5]. - The venture seeks to bridge the gap between labor supply and demand through technology-driven solutions [5]. Group 4: Initiatives and Future Plans - Youlife Galaxy plans to establish multiple intelligent industry-education integration hubs and develop a universal robotics curriculum over the next three years [6]. - The venture will focus on training thousands of students in robotics at higher vocational colleges across China, utilizing immersive, real-world settings with Galbot robots [8]. - Tailored programs will cover emerging sectors such as intelligent manufacturing and proactive healthcare, ensuring students acquire practical skills [8]. Group 5: Technological Leadership - Galbot is recognized for its advancements in embodied multimodal large-model robots, with applications across various sectors including retail and healthcare [3][11]. - In 2025, Galbot served as the official robotics platform for the International Olympiad in Artificial Intelligence, showcasing its global technological leadership [3][11].

Investment Overview - A significant investment of 1.1 billion yuan has been completed, led by CATL and its subsidiary Puxian Capital, with participation from various funds including the National Development Bank and Beijing Robotics Industry Fund [1] - This financing marks the largest single investment in the field of embodied large model robots to date, with Galaxy General having raised over 2.4 billion yuan in total funding over two years, setting a record in this sector [1] Company Development - Galaxy General, established in May 2023, focuses on the research and development of embodied multimodal large model general robots, with its first product, Galbot G1, unveiled in June 2024 [1] - Galbot G1 can achieve a 95% success rate in grasping various materials using only synthetic data for training [1] Market Position and Future Plans - The founder and CTO of Galaxy General, Wang He, emphasized the importance of human-like robots in achieving productivity and service capabilities in various sectors [2] - The company has launched the world's first end-to-end embodied large model, GraspVLA, which demonstrates zero-shot generalization capabilities [2] - Galaxy General has also introduced a smart retail solution utilizing Galbot for automated inventory management in unmanned stores, with plans to expand to 100 unmanned pharmacies in major cities by the end of the year [2] Valuation and Industry Interest - Galaxy General's valuation has surpassed 1 billion USD, classifying it as a "unicorn" in the embodied robot sector [3] - The market for embodied intelligent robots has attracted significant attention from industry giants, with CATL investing in multiple robotics projects and exploring potential collaborations [3] Technological Advancements - Recent advancements in lithium battery technology in China have enhanced energy density, safety, and cycle life, supporting the application of lithium batteries in humanoid robots [4] - There is a growing recognition of the potential of solid-state batteries in the development of humanoid robots, which may become a core technology in future smart devices due to their safety and endurance advantages [4]

Group 1 - Galaxy General announced the completion of a new financing round of 1.1 billion RMB led by CATL, with participation from top investors including CATL Capital and the National Development Bank [2] - Over the past two years, Galaxy General has raised more than 2.4 billion RMB in total financing, with significant contributions from various strategic and financial investors [3] - The company focuses on the development of embodied multi-modal large models for general robotics, having launched its first-generation robot Galbot (G1) in June 2024 [5] Group 2 - Galaxy General has introduced several end-to-end large models, including GraspVLA for intelligent grasping in retail environments, which can accurately handle various product types without individual parameter tuning [5][7] - The company has made significant progress in deploying its robotics solutions in smart retail, industrial, and healthcare scenarios, with a notable deployment of its humanoid robot solution in nearly ten stores in Beijing [7] - A joint venture named "Bohin Hechuang" was established with Bosch Group to focus on high-precision manufacturing scenarios, marking a key milestone in the industrial application of embodied AI technology [8][10]

Core Viewpoint - The article highlights the strategic investment by CATL in Galaxy General Robotics, which is expected to enhance collaboration in the field of humanoid robots and accelerate their deployment in various scenarios [1][4]. Group 1: Company Overview - Galaxy General Robotics was established in May 2023 and is a leading project in the field of embodied intelligence in China, alongside companies like Yushu Technology and Zhiyuan Robotics [3]. - The company has raised over 2.4 billion RMB in total funding, including 700 million RMB in angel funding and 500 million RMB in strategic funding [3]. Group 2: Recent Developments - On June 17, 2024, Galaxy General Robotics announced a partnership with Bosch Group's subsidiary, focusing on the commercialization of embodied intelligent robots in industrial manufacturing [6]. - The company has launched the Galbot G1, a humanoid robot designed for operational tasks, featuring a "dual-arm + folding + wheeled chassis" structure [3]. Group 3: Market Strategy - Galaxy General Robotics plans to open 100 unmanned pharmacies in major cities like Beijing, Shanghai, and Shenzhen, with the aim of enhancing accessibility to medications [7]. - The company has already deployed nearly ten stores in Beijing, utilizing humanoid robots for inventory management and customer service [6]. Group 4: Industry Trends - Several listed companies are increasingly investing in the robotics industry through equity investments and strategic partnerships, indicating a growing interest in humanoid robots [9]. - The overlap in supply chains between humanoid robots and sectors like electric vehicles and consumer electronics is a key reason for this trend, as it allows for resource sharing and cost reduction [11].