《科創板日報》4月13日訊（記者 陳美）在未來產業佈局上，安徽系國資又出手了。近日，眾擎機器人完成近2億元Pre-A輪融資，此輪融資由StoneVenture領投，國香資本、弘暉基金等一眾老股東持續加碼。

Equity penetration shows that the fund invested by Guoxiang Capital is Anhui Chengtang Digital Intelligence Creative Equity Investment Fund Partnership (Limited Partnership).In the partner information, Anhui Cultural Industry Investment Fund and Hefei Xingtai Capital appeared, both of which held 15% and 0% of the shares respectively, both of which were state-owned funds.

In fact, in the angel round stage, Beijing Chengjing Management Consulting Partnership (Limited Partnership), a subsidiary of Guoxiang Capital, joined hands with Hefei Binhu Financial Investment Group to invest in Zhongqing Robot. This series of actions shows that Anhui state-owned assets and Hefei, the "most bullish venture capital city", continue to increase in the field of robotics.

The founder came from the Xiaopeng team, and Guoxiang Capital angel round investment

As an angel investor, Yu Jun, a partner of Guoxiang Capital, revealed in an interview with a reporter from the Science and Technology Innovation Board Daily that the original choice to invest in Zhongqing Robotics was mainly based on the investment strategy of laying out leading enterprises."The Zhongqing team is not only experienced, but also has achieved remarkable results in robot product development, coupled with the high degree of compatibility between the two parties in the development rhythm of the humanoid robot industry, the construction of the competitive advantage of Ontology, the development rhythm of the enterprise and the financing strategy and rhythm, etc., which ultimately contributed to this investment."

截至2025年3月29日，該賽道內的融資事件數量已達102起，相比去年同期的75起大幅增長。In view of this, Yu Jun said that Guoxiang Capital focused on the investment layout of the three key nodes of the robot brain, ontology and core components in the early stage, and will also invest in the dimensions of perception, data, scenarios and differentiated markets around embodied intelligence in the future.

In Yu Jun's view, although the supply chain of core components of robots is fiercely competitive, the development of general robots will bring new opportunities。 The new integrated joint company with the construction of future competitive barriers must not only have excellent hardware manufacturing capabilities, but also need in-depth learning and understanding of scenarios and user needs, and at the same time have the ability to respond quickly and provide high-quality products and solutions, and can find a balance between vertical integration and industrial division of labor, so as to adapt to the development of the future robot industry. ”

In terms of the background of the founder, the reporter of "Science and Technology Innovation Board Daily" noticed that Zhao Tongyang, the founder of Zhongqing Robot, set foot in the field of robots as early as 2016 years.

In 5 years, Zhao Tongyang founded Duo Enough Robot, focusing on the research and development of quadruped robots; In 0 years, Zhao Tongyang's Duo Enough Company was acquired by He Xiaopeng, and the two sides established "Pengxing Wisdom", and Zhao Tongyang served as the general manager of Pengxing Intelligence; At the beginning of 0, Zhao Tongyang expressed his intention to be a humanoid robot to He Xiaopeng, and led the team to develop the humanoid robot PX0.

2023年10月，在小鵬汽車1024科技活動日上，何小鵬正式向外界介紹了由趙同陽主導研發的人形機器人PX5。至此，趙同陽團隊在人形機器人領域獲得重大突破。

In the current boom of robot entrepreneurship, many founders are executives from new energy vehicle companies such as "Wei Xiaoli" and autonomous driving companies.For example, in 12/0, after the resignation of Zhao Zhelun, director of intelligent driving products of Li Auto, he co-founded Vita Power with Yu Yinan, former vice president of Horizon and president of the software platform product line. The Company focuses on the productization of embodied intelligence; After Wang Tao, the former head of visual perception of Xpeng Motors' North American team, left his job, he also devoted himself to a robotics startup.

In response to this phenomenon, Yu Jun believes that there are similarities in the technical architecture of autonomous driving and robots, but robots face more complex situations and need to deal with more changes and uncertainties in the physical world。 "The transformation of the autonomous driving team into a humanoid robot needs to be supplemented and improved in many aspects, such as technology, complex environment perception, training datasets, and more complex model-driven execution actions, such as the vehicle only moving and not involving complex actions."

合肥設立100億基金，競逐機器人產業

As an Anhui state-owned fund of Zhongqing Robot Angel Round and Pre-A round investor,As early as 2024 years, Anhui Province issued a three-year action plan for the development of the humanoid robot industry, which will focus on key core technologies such as the "brain", "cerebellum" and "limbs" of humanoid robots.

thereintoAnhui will develop a "brain" based on an AI large model,Based on the general multi-modal model, an integrated model of "perception, decision-making, and control" is constructed to enhance the ability of environmental perception, behavior control, and human-computer interaction.

simultaneousdevelop the "cerebellum" that controls movement,Through imitation learning and reinforcement learning training, a large robot motion control model is constructed to improve the ability of complex terrain passing, whole-body coordination and fine operation.

Other than thatRelying on the existing robot technology foundation, the system deploys "robot limbs".Break through the technology of high dynamic, high explosion and high-precision motion structure, and develop strong limbs with high strength and high integration body, lightweight bones and high precision sensibility.

今年3月，合肥也強勢加入產業競逐中，擬設立規模達100億元的未來產業基金，全方位推動智慧機器人產業邁向高質量發展。

Talking about Hefei's efforts in this field, some investors analyzed to the reporter of the "Science and Technology Innovation Board Daily" that at present, state-owned assets around the country are actively engaged in the robot industry, through the establishment of funds, the introduction of policies and a series of combinations to attract relevant enterprises to land, promote industrial development.

"As far as Hefei is concerned, as a 'venture capital city', Hefei has an industrial investment mindset." The investor said that in the industrial chain, Hefei has gathered more than 160 upstream and downstream enterprises, forming an integrated pattern of R&D and manufacturing of the whole chain of "brain-cerebellum-core components-matter".

Among them, Lingdong General Robot, which was born in Hefei and originated from the iFLYTEK Department, is an embodied intelligent robot company focusing on the whole link of "brain-cerebellum-matter"; In addition, many start-up companies that have received investment from state-owned funds in Anhui and Hefei will also choose to build factories in Hefei based on local manufacturing advantages.

"At the same time, Hefei has obvious advantages in home appliances, automobiles and other industries, and the mature industrial development also provides rich and diverse application scenarios for the robot industry, as well as a complete upstream and downstream supply chain." The investor said.

Not only Hefei, this yearGuangzhouandShenzhenIt is also striving for the title of China's "first robot city", and the two places have successively introduced policies to vigorously support the development of the robot industry. In this regard, the above-mentioned investors believe that Beijing, Shanghai, Shenzhen and Hefei have their own advantages in the development process of the robot industry."Among them, Beijing has policy advantages, Shanghai has advantages in talent and industrial integration, Shenzhen has advantages in manufacturing and supply chain, and Hefei has advantages in industrial foundation and special policy support."

"For start-up companies, they need to choose a reasonable layout in different cities according to their own hardware or software R&D needs, so as to form a pattern of coordinated industrial development."

For the future of robot development, the investor believes thatIt is estimated that it will take 5-0 years for the generalization of software to improveAt that time, the robot is expected to be applied in multiple scenarios.From the perspective of hardware cost, the cost of robots is close to the annual salary of industrial workers。 "With the optimization of cost and performance, the market demand will be gradually released, and it is expected that a large number of scenarios will be gradually applied within 5-0."

Yu Jun, a partner of Guoxiang Capital, told the "Science and Technology Innovation Board Daily" reporter that intelligence and cost determine the speed of commercialization of embodied intelligent robots."YesIntelligentSome companies use reinforcement learning technology to improve robot performance by continuously low-cost construction of massive data pre-training, real data post-training, and trial-and-error optimization. Some use imitation learning methods to help robots master skills by simulating specific behaviors; Other companies use real-world data for pre-training to build a foundation for the model, all of which are aimed at refining the model and enhancing the robot's ability to adapt to real-world scenarios. Of course, there may be phased differences in data requirements, team capabilities, and the convergence of the final training effect of different training methods, and industry practitioners need to continue to explore. ”

“In terms of cost, whether it is for the TO B end or the TO C side, cost is always the core factor that determines whether it can be widely used.Once the software capabilities of robots become stronger and the hardware costs are controlled within the acceptable range of the market, the process of replacing robots in the labor market will be steadily and irreversibly advanced. Yu Jun finally said.