2025年以来，机器人领域融资出现爆发式增长。[1]2025年上半年机器人融资案例近300起，融资总额约560亿元，相比2024年的170余起融资案例和140亿元融资总额均实现了显著增长。[1]其中，宇树科技春晚机器人表演成为了这一轮融资浪潮的标志性开端。[1]
新能源汽车供应链企业成为本轮机器人投资的主要推手。[1]宁德时代、比亚迪、上汽等企业通过直接投资或产业基金支持机器人初创企业，在融资热潮中发挥了关键作用。[1]宁德时代在机器人领域的投资尤为积极，累计投资金额已超过20亿元，被投企业超过10家。[1]其中，宁德时代及溥泉资本领投银河通用机器人B轮融资11亿元，创造了当时国内具身智能领域单轮融资的最高纪录。[1]上汽集团同样表现活跃，其投资系统在上半年新增的20家机器人独角兽中投资了其中4家。[1]
新能源汽车与机器人产业之间存在深度的技术与供应链联动。[1]新能源汽车和机器人核心供应链的重合度超过60%，这使得汽车产业的龙头企业能够高效地将积累的资金和产业优势转向具身智能领域。[1]融资热度持续升温，智平方在7月获得50亿元新一轮融资，刷新了中国机器人创业公司单轮融资纪录。[1]
China's embodied AI robotics sector is experiencing explosive growth, with major automakers and battery makers steering their profits into the emerging field. The robotics industry saw financing cases surge from over 170 deals in 2024 to approximately 300 cases in the first half of 2025 [1]. Total disclosed financing volume increased during the same period, climbing from roughly 140 billion yuan in 2024 to about 560 billion yuan in 2025 [1].
New energy supply chain leaders including CATL, BYD, and SAIC have emerged as primary financial backers for robotics startups in this wave [1]. The investment pivot reflects deep technological overlap between the two industries—over 60 percent of core supply chains are shared between new energy vehicles and robotics [1]. CATL alone has deployed more than 20 billion yuan across more than 10 robotics companies [1]. The momentum resulted in approximately 20 robotics startups achieving unicorn status in the first half of 2025, with SAIC backing four of them [1].
Financing rounds have shattered previous records. CATL and Puxuan Capital co-led an 1.1 billion yuan Series B round for Galaxy General Robotics, setting the domestic record for a single embodied AI financing round at that time [1]. The milestone was later surpassed when Zhipingfang secured 5 billion yuan in new funding in July, establishing a fresh record for Chinese robotics startups [1].
