Over 20 humanoid robot body manufacturers make more than 100 investments, collectively entering industrial investment

As of September this year, more than 20 domestic robot body companies have cumulatively invested in over 100 projects externally, and AgiBot has invested in and incubated 15 early-stage supply chain companies. Using the example of Zibianliang Robotics investing on the same day in joint module maker Juxie Intelligent and tactile sensor maker Moxian Technology, the article analyzes that body manufacturers taking stakes in upstream suppliers is aimed at securing supply of core components that are not yet standardized. The article divides such investments into two types: AgiBot-style deep incubation and Zibianliang-style lightweight industrial follow-on investment, and points out that dispersed capital, procurement bias, and insufficient investment research capabilities are the main risks.