点击下方 卡片 ，关注" 具身智能 之心 "公众号 当前，具身智能已成为全球的新焦点，如何打造一个通用的本体和大脑是各个创业公司一直努力突破 的，更是受到资本和产业界的高度关注。 我们今天为大家全面梳理具身大脑领域的国内外知名公司，深入分析其技术特点、产品布局和应用场 景，为公司提供行业全景图，助力战略决策和业务拓展。 重点关注 ：聚焦于开发机器人 "大脑" 系统的企业，包括具身大模型、多模态感知决策系统等。 （一）国内公司 自变量机器人（CEO 王潜） 星海图（CEO 高继扬） 公司简介 ：成立于 2023 年，聚焦 "通用具身大模型" 研发，以 真实世界数据 为主要数据来源构建 具备精细操作能力的通用机器人。在技术路线上更偏向于 "大脑"，从一开始就坚持走 端到端的具身 通用大模型路线 。成立不到两年，已完成 8 轮融资。 代表成果 ： WALL - A 模型：2024 年 10 月推出全球目前最大参数规模的具身智能通用操作大模型Great Wall 系列（GW）的 WALL - A 模型，能整合视觉、语言与运动控制信号，实现从感知到执行的完整 闭环，跨任务泛化能力出色。 开源具身智能基础模型Wall-O ...

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].

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].

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, National Development Bank, and others [1][2] - This financing round marks the largest single financing in the domestic embodied large model robotics sector and sets a record for total financing in the embodied intelligence field, with Galaxy General having raised over 2.4 billion RMB to date [2] Group 2 - Galaxy General was founded in May 2023 and has completed six rounds of financing so far [2] - The founder, Wang He, is a Tsinghua University graduate and has a PhD from Stanford University, where he studied under a prominent professor [4] Group 3 - In January of this year, Galaxy General launched the world's first end-to-end embodied large model GraspVLA, which achieved zero-shot generalization capability through pre-training on a billion-level synthetic action data [6] - The company also introduced GroceryVLA, the first end-to-end model for retail commercialization, capable of accurately grasping various types of products without individual parameter tuning [6][8] Group 4 - Galaxy General has made progress in deploying its robotics solutions in smart retail, industrial, and healthcare scenarios, including the launch of a humanoid robot solution for smart retail [8] - The company has established a joint venture with Bosch Group and signed a strategic memorandum with Bosch China to explore commercial applications of embodied intelligent robots in industrial manufacturing [10]

Group 1 - Beijing Galaxy General Robot Co., Ltd. has completed a financing round of 1.1 billion RMB, marking a record in both single and cumulative financing amounts in the embodied AI robotics sector [1] - The lead investor is CATL Capital, with a strong backing from major investment institutions, indicating a market consensus on the potential of embodied intelligence [1][2] - The company has raised over 2.4 billion RMB in total financing within two years, reflecting a stable investment rhythm and increasing scale [3][8] Group 2 - Galaxy General aims to develop robots that can effectively enhance productivity, focusing on creating intelligent agents that utilize hand, brain, and eye coordination [3][7] - The founding team, led by Dr. Wang He and Yao Tengzhou, combines academic and industry expertise, contributing to the company's innovative approach [5][7] - The company has launched several products, including the world's first humanoid robot smart pharmacy solution, which automates various pharmacy tasks [11][9] Group 3 - The establishment of a joint venture with Bosch Group's Boryan Capital aims to advance the application of embodied intelligence in complex manufacturing scenarios [2] - The investment from CATL is seen as a strategic move to leverage its extensive industrial ecosystem, enhancing the potential for embodied AI applications [14] - The industry is expected to face challenges in technology maturity and commercialization, but the entry of major players like CATL is likely to attract more capital and resources [14]

Core Viewpoint - The article highlights the significant financing round completed by Beijing Yinhe General Robotics Co., Ltd., which raised over 1.1 billion yuan, marking the largest single financing in the field of embodied intelligence robots and setting a record for total financing in this sector [1][2][3]. Financing Details - Yinhe General was established in May 2023 and has raised over 2.4 billion yuan to date, attracting top-tier investors including CATL Capital, National Development Bank, and others [2][4]. - The recent financing round included participation from major investment firms and existing shareholders, indicating high demand and interest in the company [1][4]. - The company completed a 700 million yuan angel round in June 2023 and a 500 million yuan strategic round in November 2023, showcasing a rapid financing pace [4]. Industry Trends - The embodied intelligence sector is experiencing a surge in interest and investment, with 27 financing deals amounting to 4.45 billion yuan reported in the first two months of 2025, nearing the total for the entire year of 2024 [19]. - The entry of CATL into the robotics field is seen as a significant indicator of market trends, as the company has increased its investments in robotics since late 2024 [4][5]. Technological Developments - Yinhe General's recent advancements include the launch of the Galbot, which is capable of managing inventory and operations in smart pharmacies, with plans to deploy in 100 stores by the end of the year [16][18]. - The company is also focusing on training robots for material handling and sorting in industrial settings, collaborating with major automotive companies [18]. Leadership and Vision - The company is led by Wang He, a professor from Peking University, who has a strong background in embodied intelligence research and aims to integrate physical interaction skills with cognitive abilities in robots [11][12][14]. - Wang envisions a future where robots can seamlessly assist in daily life, emphasizing the importance of robots being competent in various scenarios [18][20].

Group 1 - Bosch has announced the establishment of a joint venture focused on embodied intelligent robots, particularly in the industrial manufacturing sector, emphasizing dexterous hands and flexible robotic arms [1][2] - The joint venture, named "Chengmai Boyin Hechuang Technology Co., Ltd." (referred to as "Boyin Hechuang"), was formed in collaboration with Galaxy General, a rising star in the embodied intelligence field [2][4] - Galaxy General, founded in 2023, has quickly gained attention and secured significant funding, raising 1.2 billion yuan (approximately 170 million USD) in two rounds of financing [6][8] Group 2 - The technology architecture of Galaxy General is based on a "simulation data-driven + large and small brain model separation" approach, which reduces dependencies between different system components [8][11] - Key models supporting this architecture include GraspVLA, the world's first end-to-end grasping model, and TrackVLA, a pure visual navigation model that does not require mapping or additional sensors [9][11] - Bosch's interest in this partnership is driven by the complementary nature of their precision manufacturing capabilities and Galaxy General's AI decision-making engine [11][13] Group 3 - On the same day the joint venture was announced, Boyin Hechuang signed a strategic cooperation agreement with United Automotive Electronics (UAES) to establish a robotics laboratory called "RoboFab" [13] - RoboFab will focus on intelligent perception, operational control, and system deployment of embodied AI in typical automotive manufacturing processes [13][22] - The automotive industry is increasingly engaging in embodied intelligence, with various players either forming joint ventures or investing in robotics companies to capture opportunities in this emerging market [14][22]

Investment Rating - The report maintains an "Overweight" rating for the humanoid robot industry [4] Core Views - The humanoid robot industry is experiencing significant advancements both in terms of product development and policy support, indicating a new phase of commercialization [14] - Major companies and startups are increasingly investing in humanoid robotics, with notable developments in technology and funding [14] - The establishment of innovation centers and investment funds in regions like Hubei is expected to enhance the industry's growth and innovation capabilities [12][13] Industry Developments - On June 3, PepsiCo launched its first humanoid robot, "Pepsi Blue Treasure," marking a milestone in brand intelligence upgrade [1] - Galaxy General introduced an end-to-end navigation model, TrackVLA, which enhances the capabilities of humanoid robots [1] - HeShan Technology has developed a tactile simulation model, leading the evolution of tactile technology in robotics [1] - Figure released a video showcasing its robot sorting packages, demonstrating advanced operational capabilities [2] - YuanSheng Technology completed a new funding round to advance its tactile technology for robots [2] - Benmo Technology raised several hundred million RMB in funding to enhance its flexible motor design and production capabilities [2] - Zhongke Wireless Semiconductor launched a GaN-based ASIC driver chip for robotic joints, tailored for various high-power applications [3] Company Initiatives - Yijiahe established a new intelligent technology company focusing on robotics [8] - Zhongkong Technology is actively investing in the humanoid robot sector and plans to launch new products [8] - Zhaofeng Co. and Kepler Robotics formed a strategic partnership to accelerate the industrialization of humanoid robots [8] - Kede CNC is focusing on motion control technology and core component manufacturing for humanoid robots [9] - Longxi Co. is in the early stages of developing supporting products for humanoid robots [9] - Lingyi Intelligent Manufacturing and Shanghai Zhiyuan have formed a strategic partnership to develop industrial humanoid robots [9] - Fule New Materials launched its second-generation tactile sensing products, focusing on electronic skin systems [10] - Jingu Co. is increasing R&D efforts in robotics and related fields [10] - iFlytek's super brain platform covers 90% of domestic intelligent robot manufacturers, enhancing human-robot interaction capabilities [11] Policy Support - Hubei Province is accelerating the high-quality development of the humanoid robot industry, establishing a significant innovation center [12] - A 5 billion RMB investment fund for the humanoid robot industry was established in Hubei to support venture investments [12] - Guangdong plans to establish an AI and robotics industry alliance to enhance industry integration and technological advancements [13]