星动纪元完成近10亿元融资总订单破5亿｜产业融资快报

亿邦动力 2025/11/20 16:50

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关键融资与业务亮点概述

1. 星动纪元完成近10亿元A+轮融资，由吉利资本领投，北汽产投和多家基金注资，投资方阵容豪华包括阿里巴巴、联想创投等产业巨头

2. 企业总订单突破5亿元，海外业务占比达50%，客户覆盖全球TOP10科技巨头中的9家，业务范围延伸至北美、欧洲、中东、日韩等地区

产品技术与应用实操干货

1. 采用软硬一体技术路线，打造机器人通用大脑和整机；硬件自研比例超95%，包括关节模组、灵巧手、电机等核心部件，实现供应链垂直整合和稳定可控

2. “沿途下蛋”商业化策略：模块化售卖机器人整机组件如灵巧手和半身模块；具体产品包括2024年发布的电竞手星动XHAND 1、2025年精灵手Lite版本，以及面向服务业和工业领域的轮式机器人Q5和双足人形机器人L7

3. 实际应用案例：轮式机器人Q5在海尔、大熊猫基地等场所执行家庭任务实训、导览讲解和商品引流服务；双足机器人L7在首届世界人形机器人大会夺冠并创新纪录，应用于制造、物流场景作为供件员、搬运工

品牌营销与合作渠道建设概述

1. 与多家知名企业达成合作，包括吉利、雷诺、顺丰、TCL、海尔和联想等，强化品牌影响力；物流行业最大单笔订单近5000万元，体现品牌在高价值行业渗透力

2. 产品研发布局多元：从2024年电竞手到2025年精灵手、轮式服务机器人Q5及工业双足机器人L7，覆盖科研、工业、服务三大领域；产品可按月迭代，响应不同行业需求

消费趋势与用户行为观察

1. 海外业务占半壁江山，覆盖欧美中东日韩，反映全球化消费趋势；机器人在家庭任务实训、门店引流场景应用，捕捉服务领域用户行为偏好

2. 品牌定价策略通过模块化售卖实施，如灵巧手单品简化价格竞争；基于清华背景强化品牌技术背书

市场增长与合作机会概述

1. 总订单破5亿元，海外市场强劲（50%份额），覆盖全球顶级科技巨头，提供跨境增长空间；物流行业最大单笔5000万元订单体现高需求潜力

2. 消费需求变化：轮式机器人Q5应用于家庭实训和商业导览，满足服务场景效率提升机会；双足机器人L7在物流、制造中替代人工，应对生产力瓶颈事件

商业模式与风险提示

1. 最新商业模式“沿途下蛋”：模块化产品售卖（如灵巧手和半身模块），支持灵活合作方式；与顺丰、世纪金源等建立扶持性合作伙伴关系，可学习其自研供应链模式降低风险

2. 机会提示：工业应用领域需求增加，如L7解决搬运短缺问题；风险规避方面，硬件自研超95%确保稳定，但在新技术迭代中需关注竞争

产品生产需求与供应链建设概述

1. 硬件自研比例超95%，包括关节模组、灵巧手、电机、减速器和控制器，实现垂直整合供应链；工厂可直接参与核心部件设计与制造需求

2. 商业机会聚焦模块化产品生产：灵巧手XHAND系列和半身模块可批量供应，面向科研、工业领域提供定制化组件

数字化推进启示

1. 软硬一体技术路线启示工厂推进自动化和电商转型；产品按月迭代策略鼓励快速生产响应

2. 应用场景如物流制造机器人L7和轮式机器人Q5，提供需求导向机会；自研保障供应链稳定，减少外部依赖

行业发展趋势与新技术概述

1. 具身智能市场增长：融资近10亿元体现风口，订单超5亿元覆盖全球科技巨头；2025年新品发布（如Q5和L7）预示服务多样化扩张

2. 技术创新：软硬一体通用大脑设计；轮式机器人Q5解决家庭任务和导览痛点，双足机器人L7提升工业生产力

客户痛点与解决方案

1. 客户痛点：海尔等企业需求门店引流和商品介绍自动化，Q5提供实训服务；制造业需高效分拣和装配方案，L7通过巧操作实现

2. 解决方案：提供开发工具及模块化产品（如灵巧手），按行业需求定制；供应链垂直整合确保稳定，助力服务商整合资源

商业需求与平台招商概述

1. 企业对机器人解决方案需求强，合作案例如顺丰物流、世纪金源商业活动，平台可整合星动纪元模块化产品（如灵巧手和整机模块）进行招商

2. 平台最新做法：自研供应链垂直整合（95%硬件自研），提升运营管理效率；轮式机器人Q5应用于门店引流场景，提供平台内容扩展机会

风险规避策略

1. 风险规避：硬件稳定可控（如关节模组自研）减少供应波动；产品快速迭代按月更新，需平台动态管理

2. 合作方式：通过“沿途下蛋”策略与TCL等企业建立伙伴关系，平台可引入类似扶持政策规避竞争风险

产业新动向与商业模式概述

1. 融资10亿元和订单破5亿元显示产业热度，与清华持股背景结合体现技术创新前沿；产品覆盖科研、工业、服务领域，反映新动向如机器人替代人工应用

2. 商业模式创新：“沿途下蛋”模块化策略，在通用机器人研发中分阶段商业化（如售卖半身模块），可启示政策制定支持分步推进

新问题与政策启示

1. 新问题：机器人应用拓展中的供应链风险（硬件自研95%为案例）；双足机器人L7突破性能局限，但规模化推广面临挑战

2. 政策法规建议：投资者包括政府基金（北京市人工智能基金），启示政策扶持产业整合；商业模式可学习于类似创新企业

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Quick Summary

Key Financing and Business Highlights

1. XINGDONG JIYUAN completed a nearly 10 billion yuan Series A+ round, led by Geely Capital with participation from BAIC Capital and multiple funds. The investor lineup includes industry giants like Alibaba and Lenovo Capital.

2. Total corporate orders exceeded 5 billion yuan, with overseas business accounting for 50% of revenue. The client base covers 9 of the top 10 global tech giants, with operations extending to North America, Europe, the Middle East, Japan, and South Korea.

Product Technology and Practical Applications

1. Adopts an integrated software-hardware approach to develop a general-purpose robot brain and complete machines. Over 95% of hardware is self-developed, including core components like joint modules, dexterous hands, and motors, enabling vertical supply chain integration and stability.

2. Commercialization strategy of "laying eggs along the way": modular sales of robot components like dexterous hands and upper-body modules. Specific products include the gaming hand XHAND 1 (2024), the Lite version of the Elf Hand (2025), and the wheeled robot Q5 and bipedal humanoid robot L7 for service and industrial sectors.

3. Application cases: Wheeled robot Q5 performs home task training, guided tours, and customer attraction services at Haier and giant panda bases. Bipedal robot L7 won first place at the inaugural World Humanoid Robot Conference, setting new records, and is applied in manufacturing and logistics as a parts feeder and material handler.

Brand Marketing and Partnership Channel Overview

1. Established partnerships with renowned companies including Geely, Renault, SF Express, TCL, Haier, and Lenovo, strengthening brand influence. The largest single logistics industry order neared 500 million yuan, demonstrating high-value sector penetration.

2. Diversified product R&D roadmap: from the 2024 gaming hand to the 2025 Elf Hand, wheeled service robot Q5, and industrial bipedal robot L7, covering research, industrial, and service sectors. Products can iterate monthly to meet varying industry demands.

Consumer Trends and User Behavior Observations

1. Overseas business comprises half of revenue, covering Europe, America, the Middle East, Japan, and South Korea, reflecting global consumption trends. Robot applications in home task training and store footfall capture indicate user preference shifts in service sectors.

2. Modular pricing strategy simplifies competition (e.g., standalone dexterous hand sales). Tsinghua University affiliation reinforces brand technical credibility.

Market Growth and Partnership Opportunities

1. Total orders surpassed 5 billion yuan, with strong overseas market presence (50% share) covering global tech giants, offering cross-border growth potential. The 500 million yuan logistics order highlights high-demand sectors.

2. Evolving consumer needs: Wheeled robot Q5 addresses efficiency gaps in home training and commercial guided tours; bipedal robot L7 replaces manual labor in logistics/manufacturing, mitigating productivity bottlenecks.

Business Model and Risk Advisory

1. "Laying eggs along the way" model: modular product sales (e.g., dexterous hands, upper-body modules) enable flexible partnerships. Supportive collaborations with SF Express and Shin Kong Place offer learnings for self-developed supply chains to reduce risks.

2. Opportunity alert: Rising industrial demand (e.g., L7 solving material handling shortages). Risk mitigation: 95% hardware self-sufficiency ensures stability, but requires monitoring competitive tech iterations.

Production Demand and Supply Chain Development

1. Over 95% hardware self-developed, including joint modules, dexterous hands, motors, reducers, and controllers, achieving vertical supply chain integration. Factories can directly engage in core component design and manufacturing.

2. Modular product focus: Batch production of XHAND dexterous hands and upper-body modules for customized components in research and industrial fields.

Digitalization Insights

1. Integrated software-hardware approach suggests automation and e-commerce transformation. Monthly product iterations encourage agile production responses.

2. Application scenarios like logistics robot L7 and wheeled Q5 indicate demand-driven opportunities. Self-developed supply chains ensure stability and reduce external dependencies.

Industry Trends and Technology Overview

1. Embodied AI market growth: Nearly 10 billion yuan financing reflects sector momentum; 5 billion yuan orders span global tech giants. 2025 product launches (e.g., Q5, L7) signal service diversification.

2. Tech innovation: Unified software-hardware brain design; wheeled Q5 solves home task and guided tour pain points; bipedal L7 enhances industrial productivity.

Client Pain Points and Solutions

1. Pain points: Enterprises like Haier seek automated store footfall and product demonstrations—addressed by Q5’s training services. Manufacturing requires efficient sorting/assembly—solved by L7’s dexterous operations.

2. Solutions: Development tools and modular products (e.g., dexterous hands) tailored to industries. Vertical supply chain integration ensures stability for resource consolidation.

Business Demand and Platform Partnerships

1. Strong enterprise demand for robot solutions (e.g., SF Express logistics, Shin Kong Place events). Platforms can integrate XINGDONG’s modular products (e.g., dexterous hands, full modules) for merchant recruitment.

2. Platform strategy: Self-developed supply chain (95% hardware) boosts operational efficiency. Wheeled Q5’s store footfall applications offer content expansion opportunities.

Risk Mitigation Strategies

1. Supply stability via self-developed components (e.g., joint modules) reduces volatility. Monthly product iterations require dynamic platform management.

2. Partnership models: "Laying eggs along the way" collaborations with TCL etc. suggest platform support policies to mitigate competition risks.

Industry Trends and Business Models

1. 10 billion yuan financing and 5 billion yuan orders indicate sector vitality. Tsinghua University shareholding reflects tech innovation forefront. Product coverage across research, industrial, and service sectors highlights trends like human labor substitution.

2. Business model innovation: "Laying eggs along the way" modular strategy enables phased commercialization during general-purpose robot development (e.g., selling upper-body modules), informing policy support for incremental progress.

Emerging Issues and Policy Implications

1. New challenges: Supply chain risks in robot expansion (95% self-developed hardware case); bipedal L7’s performance breakthroughs face scalability hurdles.

2. Policy suggestions: Government fund involvement (e.g., Beijing AI Fund) signals support for industry consolidation. Business models offer lessons for innovative enterprises.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

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【亿邦原创】日前，具身智能企业星动纪元完成近10亿元A+轮融资。本轮融资由吉利资本领投，北汽产投战略投资，北京市人工智能产业投资基金及北京机器人产业发展投资基金联合注资；除一众知名VC外，星动纪元背后已汇聚了阿里巴巴、海尔资本、吉利资本、北汽产投、联想创投等颇为豪华的产业方投资阵容。

星动纪元成立于2023年8月，是清华大学唯一持股的具身智能企业，从成立起坚持软硬一体的技术路线，通过打造机器人的通用大脑，及通用机器人。目前，星动纪元提供面向开发者及企业的开发工具及行业解决方案，在国内，星动纪元聚焦具身智能行业解决方案应用，与吉利、雷诺、顺丰、TCL、海尔、联想、世纪金源等企业达成合作。其中，物流行业最大单笔订单近5000万元。星动纪元的海外业务占比达50%，全球TOP10市值科技巨头中9家为星动纪元客户。海外业务覆盖北美、欧洲、中东、日韩。

此外，星动纪元主打“沿途下蛋”的商业化策略，即在向终极目标（通用机器人）前进的过程中，把机器人整机本体进行模块化售卖，比如灵巧手、机器人半身模块等。星动纪元于2024年11月推出“电竞手”星动XHAND 1；2025年5月推出“精灵手”星动XHAND 1 Lite；2025年6月发布面向服务业的轮式服务机器人星动Q5；2025年7月，发布面向工业领域的全尺寸双足人形机器人星动L7及其半身模块星动M7。

全尺寸双足人形机器人星动L7则是国内首个实现“大运动+巧操作”的机器人，不但在首届世界人形机器人运动大会夺得原地跳高冠军、创造跳远世界纪录；也可化身机器人供件员、分拣员、装配员及搬运工，成为制造、物流等场景的新生产力。

而轮式服务机器人星动Q5则在海尔、联想集团、世纪金源、大熊猫基地等企业及活动中，或进行简单的家庭任务实训，或提供导览讲解、门店引流、商品介绍、快递等服务。

迄今为止，星动纪元从零件、部件到整机，硬件自研比例超95%，全栈自研关节模组、灵巧手、电机、减速器、控制器等，垂直整合供应链，稳定可控。同时，星动纪元亦在像搭建乐高一样开发产品，可按月迭代，已推出覆盖科研、工业、服务领域的多款产品，以响应不同行业的应用需求。

文章来源：亿邦动力

星动纪元完成近10亿元融资 总订单破5亿｜产业融资快报

星动纪元完成近10亿元融资总订单破5亿｜产业融资快报