As humanoid robots gain momentum, related supply chain companies are attracting significant capital attention.

Recently, Lingzu Era completed two consecutive financing rounds totaling tens of millions of yuan in Pre-A and Pre-A+ funding. The Pre-A round was led by Sequoia Seed, with participation from Hongkun Fund and Xingniu Capital, while existing shareholders InnoSpring and One Dimension Capital increased their investments. The Pre-A+ round was exclusively invested by Hongkun Fund, bringing the total funding to tens of millions of yuan.

The funding will be used for production line construction and capacity expansion, global localization deployment, and development of new product series.

Regarding the investment rationale of Sequoia Seed and Hongkun Fund, Lingzu Era COO Shao Yuanxin explained that institutions primarily value three core advantages: industrialization application capabilities beyond embodied intelligence, teams with mass production experience in complete products and components plus software-hardware integration capabilities, and global export-oriented business.

Discussing the company's overseas expansion plans, he stated that they plan to first establish overseas warehouses in regions with higher sales volumes and optimize logistics and service processes to facilitate better ordering for global customers.

Founded in November 2023, Lingzu Era's main business focuses on integrated joint module industrial applications. The company's products primarily include RobStride flagship series standard integrated joint module products ranging from 1.5N.m to 120N.m, as well as the upcoming EduLite developer series joint modules and open-source robot hardware products, with the EduLite series aimed at supporting robot developer ecosystem development.

Regarding shipments, Shao Yuanxin noted that the company has achieved scale applications in embodied intelligence, consumer mobility, automation, and higher education sectors. They have shipped over 50,000 units globally to 26 countries, with industry-leading shipment speed and scale.

The company claims that nearly half of domestic embodied intelligence OEMs are currently their customers. At the World Robot Conference concluded in August 2025, over 48.6% of OEMs maintained partnership relationships with Lingzu Era. As of now, Lingzu Era's shipments in the first three quarters of 2025 increased by over 500% compared to the full year 2024, with projected full-year 2025 growth exceeding 1000% compared to 2024.

"For the full year 2025, Lingzu Era's confirmed delivery orders are experiencing growth, expected to reach hundreds of millions of yuan by year-end. In just the past month, Lingzu Era's confirmed overseas orders totaled approximately 10 million yuan, while confirmed delivery orders to domestic embodied intelligence and exoskeleton industry leading partners reached tens of millions of yuan," Shao Yuanxin said.

Currently, domestic humanoid robot integrated joint modules are developing rapidly with continuously growing market demand and significant technological breakthroughs, while numerous companies are actively positioning themselves in this field.

Among them, Haozhimoto is committed to building a robot "joint ecosystem," with its integrated joint modules incorporating multiple core functions and demonstrating excellent performance in high precision and lightweight design. Yiyou Robot's servo joint modules offer stable performance, high cost-effectiveness, and wide application scope.

Additionally, companies in this sector include Nügel Intelligent Transmission, Tiantai Robotics, and Zhiyuan Robotics.

An investor in the embodied intelligence sector noted that 2025 represents the "mass production inaugural year" for domestic humanoid robot joint modules, with converging technological routes, rapidly improving manufacturing capabilities, and steep cost reduction curves. Over the next three years, companies with large-scale manufacturing capabilities, standardized products, and cost control abilities may become the "CATL of the humanoid robot era."

"Beyond industrial manufacturing, joint modules will find applications in service care, medical rehabilitation, scientific research exploration, and many other fields, unlocking greater market space. Domestic companies' continuous breakthroughs in core technologies will accelerate import substitution and potentially secure positions in the global market," the investor stated.

Lingzu Era's main founders all come from XIAOMI-W. CEO Wang Bo graduated from Harbin Institute of Technology's automation program, possesses over 10 years of joint motor system development experience, and previously served as the general manager of XIAOMI-W's robot joint team and chief architect of XIAOMI-W robot joints.

COO Shao Yuanxin graduated from King's College London with a degree in Electronic Engineering and Management, possesses extensive experience in smartphone overseas expansion and bionic robot mass production, and previously served as project leader for quadruped robots and joints at XIAOMI-W, Stone, and other leading listed companies in 3C consumer and industrial sectors.

Shao Yuanxin believes that the common challenge for joint module companies in the current embodied intelligence field lies in customer development.

He further analyzed that the embodied intelligence industry is still in its early stages with relatively small overall scale, making it crucial to find applications in other scenarios to ensure long-term company sustainability. In the long term, leading body companies tend toward in-house joint development, while brain and intelligent product companies prefer supply chain partners with strong delivery capabilities and superior reliability and consistency. Specifically for companies, Lingzu currently leads in engineering capabilities, but long-term engineering capability differences among leading joint module companies may not be significantly pronounced.

"Therefore, our next challenge is to achieve technological leadership through R&D. For example, under the premise of 'engineering reliability,' finding materials and configurations with better performance, establishing complete user ecosystems, and forming comprehensive barriers that are difficult to replicate in the short term."