① Leen Automation completes its A+ round of financing, with Chengdu Science and Technology Investment Group as the investor. ② Quanzhibo's joint module shipments exceed 100,000 units in 2025; Shunxing Qixian has RMB 100 million in orders on hand; the Ministry of Industry and Information Technology, along with other departments, launches an action plan for real-scenario training of humanoid robots.
Chengdu Leen Automation completed its A+ round of financing, with Chengdu Kechuang Investment Group as the investor. The company was established in 2016 and is headquartered in Wuhou District, Chengdu. It specializes in the development of special servo drive systems and robot joints. Quanzhibo will ship over 100,000 joints in 2025, with annual orders exceeding 150 million yuan; Shunxing Qidian has 100 million yuan in orders, and its self-developed joint torque density reaches 152 Nm/kg. The Ministry of Industry and Information Technology and other authorities have launched a special initiative for real-scenario training of humanoid robots to promote the regular deployment of these products in real-world scenarios. Huachuang Securities notes that competition for core components of embodied intelligence has entered a stage of systematic integration, and special robots are characterized by a dual-driven model of “technical agility of private enterprises + resource advantages of state-owned enterprises”. In terms of industry risks, this industry is still in its early stages of commercialization. If technological iteration or cost reduction is hindered, it will affect the process of large-scale implementation.