2025年，锦秋基金已完成对地瓜机器人的投资。 锦秋基金，作为12 年期的 AI Fund，始终以长期主义为核心投资理念，积极寻找那些具有突破性技术和创新商业模式的通用人工智能初创企业。 地瓜机器人是业界领先的机器人软硬件通用底座提供商， 起步于2015年诞生的地平线机器人。 为了让更智能的机器人开发更简单，地瓜机器人构建了从芯片、算法到软件的完善产品体系，并以旭日智能计算芯片和RDK机器人开发者套件为核心，形成了 覆盖5~500 TOPS*各算力段的完整产品布局，可满足人形、四足狗、家庭服务、陪伴、物流AMR等多种机器人计算需求。 迄今，旭日系列芯片出货量已超过500万片，超过200家中小创客、200+头部高校以及来自全球20多个国家的近100,000名个人开发者在地瓜机器人平台上， 创造了数百种形态的智能机器人产品，为全球数百万用户带来了智能化体验。 近期， 地瓜机器人团队与同济大学联合推出了全新的视觉机器人操作方法——VO-DP 。该方法采用纯视觉方案，通过融合先进的视觉基础模型，突破了传统 点云模型的局限，为机器人在复杂操作任务中的表现带来了质的飞跃。VO-DP不仅提升了机器人的操作精度，还展现了纯视 ...

Core Insights - Jinqiu Capital has completed its investment in Digua Robotics in 2025, focusing on long-term investment strategies in breakthrough technologies and innovative business models in the AI sector [1][8] - The "Digua Craft Brewery" event aims to facilitate high-quality dialogues among entrepreneurs, investors, and industry partners, marking a significant moment in the rapidly developing robotics industry [1][3] Event Details - The event will take place on September 24, 2025, from 19:00 to 21:00 at West Lake, Hangzhou, with limited seating for 30 participants [3] - Participants will engage in a series of activities including a robot interaction show, deep dialogues, and networking opportunities with top industry founders [5][6] Target Audience - Entrepreneurs in the fields of embodied intelligence, robotics, and AI interaction - Investors seeking opportunities in the robotics sector - Industry partners interested in the commercialization of robotics [7] About Digua Robotics - Founded in 2015, Digua Robotics is a leading provider of general-purpose hardware and software platforms for robotics, with a comprehensive product system covering chips, algorithms, and software [9] - The company has shipped over 5 million units of its Xuri intelligent computing chips and has supported over 200 small and medium-sized enterprises and 200+ top universities globally [9] D-Robotics Gravity Program - The D-Robotics Gravity Program is an initiative by Digua Robotics aimed at supporting robotics startups through a free membership system, with plans to empower 1,000 companies over the next five years [9] - The program collaborates with nearly 40 incubators, accelerators, universities, investment institutions, and industry partners to build a vertical entrepreneurial ecosystem in the robotics field [9] Soil Seed Special Program - Jinqiu Capital's "Soil Seed Special Program" is designed to provide funding support to early-stage AI entrepreneurs, helping them transform innovative ideas into practical applications [18]

Core Insights - The collaboration between Zhixing Technology and Horizon Robotics aims to develop the iRC100 robot controller based on the RDK S100P intelligent computing platform, providing integrated hardware and software solutions for intelligent robots [1][2] - The iRC100 controller will support advanced algorithms and various interfaces, catering to the needs of different types of intelligent robots [2][3] - The RDK S100P integrates CPU, BPU, and MCU on a single SoC, offering high performance and low power consumption for both decision-making and control functions [3] Company Overview - Zhixing Technology is a leading provider of advanced driver assistance solutions in China and has recently entered the embodied intelligence sector by establishing a wholly-owned subsidiary, Aimosing Robotics [4] - Aimosing Robotics has developed core capabilities in intelligent integrated joints, main controllers, perception algorithms, and decision-making, serving both humanoid and non-humanoid robot industries [4] - Horizon Robotics is recognized as a leading provider of general-purpose hardware and software platforms for robotics, with a comprehensive product system covering various computing needs for different robot types [4]

Group 1 - The establishment of a joint laboratory for embodied intelligence between Digua Robotics and Shenzhen University focuses on talent cultivation and research breakthroughs, aiming to convert technological achievements into industrial applications [1] - Prior to the lab's establishment, Digua Robotics and Shenzhen University collaborated on multiple robotics courses and created a university-level embodied intelligence club to provide a complete growth chain for students from theoretical learning to practical operation [1] - Digua Robotics, a spin-off from Horizon Robotics, is a leading provider of general hardware and software platforms for robotics, dedicated to advancing research in embodied intelligence and facilitating the application of consumer-grade robotics [1] Group 2 - Digua Robotics completed a $100 million Series A financing round on May 28, with participation from Hillhouse Capital, Wuyuan Capital, and Meihua Venture Capital [2] - On June 11, Digua Robotics launched its first integrated robot development kit, RDK S100, designed for robotics and embodied intelligence scenarios, marking a significant increase in computing power to the hundred TOPS level [2] - The previously released robot chips by Digua Robotics had computing power of 10 TOPS or lower, primarily serving low to mid-power applications such as vacuum cleaners and lawn mowers [2]

Core Viewpoint - The investment community is optimistic about the potential of humanoid robots and embodied intelligence, emphasizing the need for innovation and the ability to free humans from mundane tasks to focus on creative work [4][6]. Industry Insights - The valuation of some projects in the humanoid robot sector is high, making early-stage investments challenging, but the sector itself is not a bubble, with many companies showing better-than-expected commercialization progress [4]. - The advancements in AI large models are making the implementation of embodied intelligence clearer, and the domestic supply chain for manufacturing humanoid robots is superior to that of overseas counterparts [4][6]. - The development of humanoid robots has received significant support from national policies, with a shift in focus from general robotics to humanoid robotics [4]. Company Focus - The company has invested in various aspects of the embodied intelligence supply chain, including complete humanoid robots, integrated joints, chips, and sensors, emphasizing the importance of performance, cost, and stability in product development [4][6]. - The company prioritizes engineering implementation and self-research capabilities, which are crucial for maintaining technological barriers and ensuring timely delivery without supply chain disruptions [4][6]. - Specific investments include companies like Luming Robotics, which excels in engineering capabilities and core component self-research, and Tianghu Robotics, which focuses on integrated joints with enhanced performance [6].