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人形机器人的下半场!众擎机器人为何屡成资本的“香饽饽”?
机器人大讲堂· 2025-07-23 03:50
Core Insights - The article highlights the significant investment activity in the humanoid robotics sector, particularly focusing on the recent funding rounds of Zhongqing Robotics, which raised nearly 1 billion yuan through Pre-A++ and A1 rounds [1][2] - It emphasizes the strategic positioning of JD.com in the humanoid robotics market, showcasing its investments in multiple companies within the sector, indicating a clear focus on building a comprehensive technology ecosystem [2][3] Investment Activity - Zhongqing Robotics completed two funding rounds, with a total amount close to 1 billion yuan, led by JD.com and supported by various investment firms including Ningde Times and others [1] - JD.com has made three significant investments in humanoid robotics within a short timeframe, indicating a robust strategy to cover the core technologies and manufacturing aspects of the robotics industry [2] Technological Development - Zhongqing Robotics has established a full-stack self-research approach, creating a comprehensive technological barrier from hardware to algorithms, which has garnered strong recognition from investors [6][8] - The company has made significant advancements in motion control algorithms, successfully integrating traditional techniques with reinforcement learning to enhance the performance of humanoid robots [20][22] Market Positioning - Zhongqing Robotics has positioned itself among the top tier of humanoid robotics companies, demonstrating a pragmatic approach to commercialization and product iteration [10] - The company has developed a diverse product matrix catering to various scenarios and price ranges, including educational and commercial applications [16][18] Production Capacity - Zhongqing Robotics is ramping up its production capabilities, aiming to increase its delivery capacity by five times to meet market demand [25][26] - The company is actively coordinating with supply chain partners to enhance production efficiency and quality control, indicating readiness for large-scale delivery [26] Future Outlook - The humanoid robotics market is projected to grow significantly, with estimates suggesting a market size of 82.39 billion yuan in China by 2025, representing about 50% of the global market [27] - The article suggests that Zhongqing Robotics is well-positioned to become a leading representative in the humanoid robotics sector if it successfully navigates the upcoming production scaling phase [27]