The robot leasing track has received its first financing of over 100 million yuan.

Image source: Qingtian Rent

As the boom of embodied intelligence spreads to the application end, on March 18th, the robot leasing track received its first financing of over 100 million yuan.

Jiemian News learned that Qingtian Rent, a robot leasing platform, announced the completion of two rounds of financing, the angel round and the angel plus round, with a total financing amount of over 100 million yuan. The two rounds of financing were led by Dayang Electric, Muhua Kechuang, Minzhuo Electromechanical, etc., and followed by Lehua Entertainment, Fuzhuo Investment, Mingjia Capital, Ruizi Venture Capital, Tianji Investment, Jiaxing Nantou, Zhixing Investment, etc. The old shareholder Dafeng Industry continued to over - subscribe.

Li Yiyan, the CEO of Qingtian Rent, said in an interview with Jiemian News and other media that the valuation of Qingtian Rent after this round of financing has reached 3 billion yuan, and more than half of the process of its next Pre - A round of financing has been completed.

Li Yiyan believes that with the initial establishment of the hardware pattern in the early stage, the core of the second half of the robot industry in 2026 lies in the effectiveness of products in real scenarios, and platform - type companies are inevitable in completing the closed - loop of commercialization.

Judging from the investor camp of Qingtian Rent in these two rounds, it has built a capital matrix covering "hard technology + large scenarios + pan - entertainment". Li Yiyan revealed that most of the investors in this round not only provide financial support but also bring business cooperation opportunities. Among them, hard - technology enterprises can improve the efficiency of robot asset transfer and maintenance. Dafeng Industry introduces the national retail network and cultural, sports and tourism exhibition scenarios. The entry of entertainment capital under Huang Xiaoming and Du Hua opens up an application entry for robot + entertainment leasing services.

Behind the capital's optimism about the leasing track is the explosive growth expectation of the entire macro - market. According to the latest research data from iiMedia Research, the Chinese robot leasing market will experience explosive growth in 2026, with the scale expected to exceed 10 billion yuan, a ten - fold increase compared with about 1 billion yuan in 2025, and the annual growth rate will exceed 900%, becoming one of the fastest - growing emerging tracks under the background of new - quality productivity.

With the gradual emergence of market dividends, the robot leasing track has become crowded. Platforms such as Wanjiyi Rent, JD.com, and Jishizu have successively entered the market, and the daily rental price of robots has also shown an obvious downward trend, dropping from tens of thousands of yuan per day last year to the level of thousands of yuan.

Jiemian News reporters found by checking the Qingtian Rent platform that taking the birthday scene mode package service as an example, the daily rental price of the Zhiyuan Lingxi X2 with clothing and props is 999 yuan, including full - service. The daily rental price of the Spring Festival Gala - same - style Unitree U1 humanoid robot on the JD.com platform is 1396 yuan, and the daily rental price of the Zhiyuan Lingxi X2 is also 1396 yuan, both including on - site engineer services.

Image source: Screenshots from Qingtian Rent Mini - program and JD.com

Facing the so - called concern about price war, Wang Mingfeng, the CSO of Qingtian Rent, said in an interview with Jiemian News and other media that the early daily rental price of 30,000 yuan was caused by information asymmetry, and the current price adjustment to about 5,000 yuan per day is a sign of market health.

He compared the current robot track to the early automobile industry and pointed out that the price adjustment is due to the large - scale production of the industry and is a healthy market adjustment.

The data previously provided by Qingtian Rent showed that during the Spring Festival this year, the platform's orders increased by nearly 70% month - on - month. Facing the market's concern about the "off - season" after various holidays, Wang Mingfeng believes that the current robot leasing is still in the stage of incremental expansion, and there is no obvious trough between peak and off - peak seasons.

He pointed out that only about 10,000 robot assets were effectively operating in the whole market last year, and many demands were restricted by insufficient supply. With more and more equipment entering the market and the lowering of application thresholds, the industry is constantly educating the market and creating new demands. It is too early to discuss the peak and off - peak seasons or price war in the industry.

Simultaneously with the financing news, the first strategic press conference for city partners of Qingtian Rent and the signing ceremony for the first batch of partners were held in Shanghai on March 18th. Li Yiyan revealed that Qingtian Rent plans to expand 1,400 city partners this year and establish a two - hour service circle covering most cities in the country.

In terms of the profit model, the median return cycle of Qingtian Rent's current calculation is about six months.

Li Yiyan pointed out that the establishment of the performance network ultimately aims at more complex commercial implementation. In the past year, robots have mostly appeared at the Spring Festival Gala, marathon tracks or exhibition sites, undertaking the tasks of display and attracting traffic. With the weekly iteration of robot movement and interaction capabilities, the market demand is undergoing a qualitative change. After the Spring Festival, short - term rental demands such as commercial performance promotion have begun to transform into long - term rental demands in normal scenarios such as catering.

He summarized the industry development stage as a leap from the "R & D state" to the "deployment state". This means that robots will enter fixed scenarios such as convenience stores and milk tea shops to perform real tasks, and as the underlying technical capabilities mature, the commercial value of the landing application platform will be further highlighted.

This article is from Jiemian News, reporter: Xu Meihui, published by 36Kr with authorization.