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Robots conduct logistics and warehousing scenario training at an embodied intelligence exhibition center in Hangzhou, East China's Zhejiang Province, on June 11, 2026. Photo: VCG
    Robots conduct logistics and warehousing scenario training at an embodied intelligence exhibition center in Hangzhou, East China's Zhejiang Province, on June 11, 2026. Photo: VCG
Consumer-oriented embodied AI model developer Noin Intelligence announced a 500-million-yuan ($74.1 million) Angel++ funding round on Monday, the company said in a statement, marking another major capital inflow into embodied AI models as investors turn their attention toward the "brains" behind robots.
According to the statement, the company plans to channel the funding into developing more generalizable embodied AI models, advancing iterations of its GLOW generative model, and accelerating product validation and mass production.
Industry experts noted that a broader shift in the robotics race, with competition moving beyond hardware performance toward the development of core intelligence capabilities. While hardware forms the physical foundation of robots, embodied AI models determine their ability to perceive, learn, reason and adapt in real-world environments, making them a key factor in unlocking future opportunities.
The funding momentum extends beyond Noin Intelligence, with several other companies recently securing major financing rounds that are largely focused on advancing their AI models.
On August 3, Wuxi-based embodied intelligence company DISCOVER Robotics secured a $100 million Angel+ funding round, shortly after completing its initial angel financing of more than $100 million, according to Wuxi Fabu, the official WeChat account of the local government.
The company later introduced ORION, a hierarchical embodied intelligence foundation model, as well as LOOP, a virtual-real hybrid data closed-loop system, and DISCOVERSE, a high-fidelity simulator. The solutions are designed to tackle two major challenges facing the embodied intelligence — data scarcity and limited generalization — and accelerate the development of more capable AI systems, according to Wuxi Fabu.
In addition, according to industry media reports on August 3, Ant Lingbo, Ant Group's embodied intelligence subsidiary, has launched its first round of financing, seeking to raise 1.5 billion yuan. 
The company aims to complete a second funding round by the end of this year. The company later confirmed to media that it was in discussions with investors, saying that as a core initiative of Ant Group's embodied intelligence strategy, it will continue to focus on developing general-purpose robotic brains, increase investment in embodied-native technology pathways, and accelerate industrial deployment.
The shift is also reflected in the fundraising priorities of publicly listed candidates.
Notably, Unitree Robotics, which has recently drawn widespread attention from the capital market, officially opened IPO subscriptions on Monday. According to its prospectus registration document disclosed by the Shanghai Stock Exchange on June 2, the company plans to raise 4.202 billion yuan through the IPO, with nearly half of the proceeds earmarked for its intelligent robot model R&D project.
Of the total proceeds, 2.02 billion yuan will be allocated to the intelligent robot model development project, significantly exceeding the 1.11 billion yuan planned for robot body R&D, highlighting the company's focus on developing the AI capabilities that power robots.
Wang Peng, an associate research fellow at the Beijing Academy of Social Sciences, said the latest financing trend shows that capital is reassessing where the core value of robotics lies. Investors are increasingly moving beyond robot hardware itself and treating embodied AI models and robotic "brains" as high-value assets, with capital flowing more toward software, algorithms and intelligence capabilities, he told the Global Times on Monday.
The valuation framework is also being reshaped, with investors paying greater attention to real-world deployment, customer adoption and repeat demand rather than hardware specifications or corporate narratives alone. Whether robots can operate reliably in real application scenarios has become a key benchmark for investment decisions, Wang said.
He added that increased investment in embodied AI models and generative world models could help address the structural gap between general-purpose AI models and physical-world interaction by expanding the supply of real-world interaction data. Capital is also increasingly favoring companies aligned with the country's long-term industrial priorities and emerging industry development plans, he said.
According to data from IT industry research platform ITjuzi.com, financing in China's embodied intelligence sector totaled 93.5 billion yuan in the first half of 2026, surpassing 90 billion yuan and marking a fivefold increase from the same period in 2025. The number of financing deals reached 322, up 137 percent year-on-year.
As China enters the first year of its 15th Five-Year Plan period (2026-30), policy priorities are placing greater emphasis on developing emerging industries, with the country accelerating AI development and promoting its integration with various sectors, Chinese experts noted. Meanwhile, as global AI development enters a new stage driven by broader applications and deeper industry integration, embodied intelligence is expected to unlock significant growth potential.
Driven by policy support and rapid industry evolution, the nation's upstream and downstream segments of the AI industry have gained momentum, achieving notable progress.
According to a Bloomberg's Monday report, China's humanoid robot makers commanded more than 97 percent of global shipments in the first half of 2026, according to new industry data affirming the country's early lead against US rivals in the burgeoning field.
Meanwhile, global humanoid robot shipments totaled roughly 19,100 units in the first half of 2026, more than triple the 5,100 units shipped in the same period last year, according to data from Smart Analytics Global. Data further noted the California-based research firm expects shipments to rise to around 60,000 units this year and reach half a million by 2030.
。      香港8月24日电(谢妞)由香港大公文汇传媒集团主办的全球独角兽大会24日在香港会展中心开幕。

二 | 大会以“天生骐骥·创领未来”为核心主题,推动全球独角兽企业落户香港、来港上市、借港出海,助力香港国际创科中心建设。  据介绍,全球独角兽大会是面向全球独角兽企业、隐形独角兽企业、高成长科技企业、科研院所等的高端创科交流与投融资合作平台。本届大会聚焦人工智能、生物医药、金融科技等领域,打造“论坛、展览、路演、对接、竞赛”五位一体的多元互动场景,促进科技成果落地转化,推动战略新兴产业与未来产业跨区域协同发展。  开幕仪式上,香港特区行政长官李家超致辞表示,面对科技浪潮的加速迭代,香港更要培育壮大新兴产业和未来产业,完善产业创新、发展生态,为发展新质生产力带来庞大机遇。

三 | 对于内地的初创和独角兽企业,香港是进军国际市场的最强跳板、布局全球供应链的战略支点;对于海外顶尖科创企业,香港是探索内地市场的首选枢纽、拓展中国机遇的黄金门户。

四 |   香港大公文汇传媒集团董事长李大宏表示,首届全球独角兽大会让各界共同见证一场汇聚全球创新力量,连接科技与资本、研发与产业的盛会。期待大会能成为各方合作的起点,更多企业成果从香港走向世界。

五 |   中国生物制药有限公司首席执行长谢承润表示,作为连接国家创新体系与全球市场的枢纽,香港具备深厚的研发优势、成熟的经营体系、开放的应用场景及完善的支付环境。面对粤港澳大湾区建设的战略机遇,香港必将进一步发挥全球独角兽生态“连接器”与“孵化器”的作用,释放巨大创新势能。  活动现场,深圳逐际动力科技有限公司展示其多款前沿产品,吸引众多参观者驻足交流。逐际动力董事会秘书及投资者关系负责人陈丰说,香港是国际金融和贸易枢纽,希望借助本次大会吸引更多海外客户,推动公司全球化业务迈上新台阶。  本届大会汇聚了200余家全球独角兽企业、100余家高成长科技企业、100余家投资机构及专业服务机构、50余家科研院校和政府部门。

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