据悉，目前依托100%自研的全栈技术护城河与海量工艺数据积累，千寻智能已经从单纯卖硬件，转为 输出感知、决策、执行的全栈能力，快速定制以适配不同产线并实现全球规模化复制，未来将覆盖多种 电池类型与工艺环节，彻底重塑新能源制造的商业边界。 近日，具身智能头部企业千寻智能已完成连续两轮近20亿元融资，红杉中国、TCL创投、360基金、厚 雪资本等资本入局，以及重庆产业投资母基金、杭州金投等国有资本支持。另外，顺为资本、 Prosperity7、达晨财智、柏睿资本等老股东也全部选择继续大额认购。据悉，本轮融资顺利落地后，千 寻智能估值突破百亿大关。 南都N视频记者观察到，春节过后，机器人企业上演了一番"吸金大戏"。除千寻智能以外，智平方、自 变量机器人也先后官宣新一轮融资。 公司成立两年多融资7次 据悉在本轮融资后，千寻智能将持续加大具身基础模型与真实数据体系投入，深化产业生态共建。 公开资料显示，千寻智能成立于2024年1月，总部位于杭州，致力于研发机器人大脑——通用具身大模 型，赋予机器人跨场景的卓越泛化性与精细的物理交互能力，解决具身智能从虚拟到现实落地的核心难 题。2025年6月，千寻智能发布了Moz1人形 ...

春节前后，具身智能赛道战火正酣，除了在春晚舞台上比拼技能，台下的项目也在进行融资竞速。 具身大脑融资竞速 这四家新晋具身独角兽同属大脑方向，但在技术路线、产品形态和商业化重心方面各有差异。 首先看自变量。继1月宣布获得字节跳动、红杉中国等机构超十亿元融资后，公司再宣布完成数亿元新 融资。本轮由上汽金控、中金上汽基金等产业资本领投，美团龙珠、红杉中国、北京信息产业发展投资 基金、国开金融等老股东加码跟投。 据称，该轮次投后，自变量成为2026年已宣布融资的具身智能公司中估值最高的企业。另据公开信息， 成立两年多来，自变量已累计约完成10轮融资，累计融资超过30亿元。 自变量创始人王潜本科就读于清华电子系，2009年开始研究AI方向，后于博士阶段转向机器人方向。 在技术方向和业务进展上，自变量目前推出了原生的多模态输入输出架构WALL-A；同时推出了量子一 号、量子二号轮式双臂机器人，实现关节、驱动器、控制器等核心部件自研。 再来看千寻智能。其在近日官宣连续完成两轮融资近20亿元，投后估值超100亿元，出手投资机构包括 云锋基金、混沌投资、红杉中国、重庆产业投资母基金、杭州金投、顺为资本、千乘资本以及 Prosp ...

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC2025) will be held in Shanghai from July 26 to 28, showcasing advancements in embodied intelligence [1] - Qianxun Intelligent debuted its first commercial-grade humanoid robot, Moz1, which was officially released in June 2025 [1] - Moz1 features 26 degrees of freedom and the highest power density integrated force control joints globally, achieving a load-to-weight ratio of 1:1 [1] Group 2 - The robot can perform zero-latency remote operation and is equipped with self-developed multi-dimensional data acquisition devices for efficient data collection [1] - At the exhibition, Moz1 demonstrated its capabilities in various scenarios, such as serving drinks and folding clothes, showcasing its coordination, dynamic balance, and stability [1] - Qianxun Intelligent's self-developed VLA model, Spirit v1, continues to upgrade, enhancing its ability to perform office tasks like organizing desks and disposing of trash [2]

Core Insights - Qianxun Intelligent (Spirit AI) has completed nearly 600 million RMB in Pre-A+ financing, led by JD.com, with participation from several notable institutions, indicating strong investor confidence in the company's potential in the embodied intelligence sector [1][2] - The financing round highlights Qianxun's core competitiveness in the embodied intelligence field, emphasizing a "capital + industry" collaborative ecosystem that accelerates technological innovation and industrialization [2] - Qianxun's investors include top-tier industry players like Huawei, Xiaomi, and CATL, reflecting a consensus on the importance of "deployable technology" in the current investment landscape [2] Financing and Investment - The recent financing round saw existing shareholders, including Prosperity 7 Ventures and Shunwei Capital, increase their investments, showcasing their ongoing recognition of Qianxun's growth potential [2] - The valuation of Qianxun is considered significantly undervalued compared to its U.S. counterpart, Physical Intelligence, which is projected to reach a valuation of 2.4 billion USD (approximately 172 billion RMB) by the end of 2024 [2] Market Application and Challenges - The practical value of humanoid robots is validated in real industrial scenarios, with JD.com providing a significant testing ground for Qianxun's humanoid robots [3][5] - JD.com's automated warehouse operations present complex challenges that require advanced robotic capabilities, including load capacity, precision, and environmental adaptability [5] - The integration of multimodal large models has enhanced robots' capabilities in unstructured environments, which is crucial for reducing operational costs in JD's unmanned supermarkets and last-mile delivery [7] Product Development - Qianxun's first commercial humanoid robot, Moz1, was launched in July, featuring advanced motion control systems and a high-performance integrated force control joint [9][11] - Moz1's capabilities include a 26-degree of freedom configuration and a high-density power-to-weight ratio, positioning it as a leader in the industry [11] - The robot's perception and decision-making are powered by the OneTwoVLA model, enabling real-time adaptation to dynamic tasks, which aligns closely with human behavior [15] Future Outlook - 2025 is anticipated to be a pivotal year for the commercialization of humanoid robots, with Qianxun aiming to transition from laboratory settings to broader applications [8][17] - The company is focused on overcoming key barriers to market acceptance, including product performance and standardized operational capabilities, with expectations of reducing the cost of humanoid robots to below 200,000 RMB in the next 2-3 years [19][20] - The introduction of government standards for humanoid robots is expected to enhance market acceptance and support the industry's growth [19] Strategic Positioning - Qianxun's strategy emphasizes dual-driven development through technological breakthroughs and practical applications, aiming to solidify its market position in the embodied intelligence sector [19] - The collaboration with JD.com is seen as a significant step towards integrating product development with real-world applications, potentially establishing Qianxun as a key player in the industry [21]

Core Viewpoint - Qianxun Intelligent has completed a Pre-A round financing of 528 million RMB, indicating strong investor confidence in the company's potential in the embodied intelligence sector [2][3]. Company Overview - Qianxun Intelligent, founded in February 2024 by former CTO Han Fengtang of Lushishi Robotics, has raised over 800 million RMB since its inception [4]. - The company focuses on developing a general model for embodied intelligence, aiming to lead advancements in robotics technology and applications [5]. Recent Developments - The company has showcased its self-developed VLA Spirit v1 prototype, capable of performing complex tasks like folding clothes, which is a significant challenge due to the variability in fabric characteristics [4][5]. - Qianxun Intelligent is set to launch its first commercial humanoid robot, Moz1, which features 26 degrees of freedom and is designed for high performance in speed, precision, and safety [4]. Market Potential - The embodied intelligence industry is experiencing unprecedented investment and growth opportunities, with Goldman Sachs predicting the global humanoid robot market could reach 154 billion USD by 2035 [5]. - As technology matures and supply chains improve, the cost of robotics is expected to decrease, further accelerating commercialization [5]. Investor Insights - Prosperity7 Ventures (P7) expressed strong interest in Qianxun Intelligent's VLA model's generalization capabilities and iteration speed, recognizing its potential to adapt to complex environments and tasks [5][6]. - Angel round investor Dacheng Caizhi highlighted the importance of advancements in manipulation and cognitive capabilities for robots to replace humans in complex tasks, commending Qianxun Intelligent's rapid development [6].