HomeArticle

With a valuation surpassing that of Unitree and Zhipu, this company that has sent robots to "open stores" has just raised $300 million.

36氪的朋友们2025-12-19 12:20
Embodied AI unicorn surpasses a valuation of 20 billion yuan

Recently, Galaxy Universal Robotics (hereinafter referred to as "Galaxy Universal") officially announced the completion of a new round of financing exceeding US$300 million (approximately RMB 2.1 billion).

This round of financing was led by China Mobile Chain - Leader Fund, with joint investments from heavy - weight investment platforms and industrial giants such as CICC Capital, Chinese Academy of Sciences Fund, Suzhou Venture Capital Group, CCTV Media Convergence Fund, and Tianqi Co., Ltd. Meanwhile, it also received additional investments from international investment institutions in Singapore and the Middle East, as well as existing shareholders.

The amount of this financing has refreshed the single - round financing record in China's embodied intelligence field. According to public data statistics, Galaxy Universal has a cumulative financing amount of approximately US$800 million, and its valuation has reached US$3 billion, exceeding RMB 20 billion, which is also the highest valuation in the current humanoid robot industry.

Galaxy Universal was founded in May 2023. Its founder and CTO, Wang He, has an academic background of a bachelor's degree from Tsinghua University and a doctorate from Stanford University. He studied under Professor Leonidas J. Guibas, a member of three US academies, and is a leading scholar in the field of embodied intelligence large models. Co - founder Yao Tengzhou has an academic background from the Robotics Research Institute of Beihang University and mass - production experience of tens of millions of intelligent hardware products.

The Technical Conviction of the "Genius Scholar Founder"

Having been established for only two years with a valuation exceeding RMB 20 billion, Galaxy Universal has distinct technical labels. After the previous round of financing of RMB 1.1 billion, Wang He, the founder of Galaxy Universal, frankly told Tencent Technology, "Embodied intelligence is still in its early stage, and the dawn of technology is just emerging. Facing infinite possibilities, startups are confronted with numerous crucial choices based on technological confidence."

When the industry generally relies on manual remote operation to collect data, Wang He publicly advocated the "synthetic data strategy" on multiple occasions. "Synthetic data from high - precision physical simulation and physical rendering is the most information - rich at this stage. It has the highest information density and can theoretically be expanded infinitely."

Galaxy Universal hopes to use the Sim2Real technical path to overcome the data shortage bottleneck in embodied intelligence by leveraging large - scale simulated synthetic data and achieve zero - shot generalization ability at low cost.

In terms of product definition logic, it adopts the strategy of "prioritizing the brain and being practical about the body." Different from many "body - oriented" manufacturers that focus on bipedal walking, Galaxy Universal is a typical "brain - oriented" company. Galaxy Universal's Galbot adopts a design of "wheeled chassis + folding legs." In smooth - floor environments such as supermarkets and pharmacies, it can gain advantages in mobility stability and cost, thus tilting R & D focus and computing resources towards solving the most core problems of generalized grasping and logical reasoning.

Picture: GalBot picking up goods at the airport

Based on this general logic, Galaxy Universal intensively released several models in 2025:

GroceryVLA & TrackVLA: Released in June 2025. The former enables zero - shot generalized grasping of all retail product categories; the latter achieves high - robustness following in complex dynamic crowds.

NavFoM (Navigation Base Large Model): Released in November. It is the world's first large - scale cross - body navigation model, enabling robots to have long - range autonomous navigation ability across scenarios (indoor and outdoor) without mapping.

DexNDM (Dexterous Hand Neurodynamics Model): Solves the algorithm gap in the fine operations of dexterous hands (such as screwing and in - hand rotation) and realizes motion control based on training rather than pre - programming.

Any2Track (Full - body Motion Tracking System): Significantly improves the dynamic stability of bipedal robots on complex terrains and under external force interference.

In terms of commercial implementation, Wang He emphasized on multiple occasions that robots have passed the stage of showing off skills and performing. Now, what matters more is who can truly enter factories to work. Galaxy Universal has targeted two major scenarios: "unattended pharmacies" and "industrial manufacturing."

The pharmacy scenario has low requirements for mobility but extremely high requirements for grasping accuracy, which is in line with Galbot's technical strengths. In the industrial sector, through cooperation with automobile manufacturers and battery manufacturers, it directly enters the production line handling process.

According to official news, in 2025, Galaxy Universal has received orders from hundreds of pharmacies and conducted actual tests in automobile factories.

Regarding Galbot's price of hundreds of thousands of yuan, Wang He provided a clear PMF logic: "Our current cost is far lower than the cost a company has to pay for hiring a person to work for three years. If the robot can work continuously for a month without failure, this is its proper price."

The Competitive Jungle of the Embodied "Unicorn"

The list of investors in this round of Galaxy Universal shows a combination of "state - owned capital + industrial capital." The formation of this capital structure also indicates that the embodied intelligence industry is experiencing a transition from "VC - driven technology verification" to "large - scale capital - driven large - scale implementation."

2025 can also be called the "explosive year of financing" in China's embodied intelligence industry. The pattern of the track has rapidly converged from the early stage of "a hundred schools of thought contending" to "head concentration." As leading players such as Galaxy Universal, Zhiyuan, and Unitree crossed the threshold of single - round financing of "RMB 1 billion" in the second half of 2025, the competition in China's embodied intelligence "unicorn jungle" has become even more intense.

Picture: Based on public data and AI - assisted collation, the valuation is estimated by the market, including the valuation of completed rounds, the target valuation of the next round, and some rumored data

Deep in this "unicorn jungle," embodied intelligence has begun to cross the greenhouse period of technology verification and enter the cruel stage of productivity competition. For Galaxy Universal, refreshing the financing record is just the first step. A valuation of US$3 billion is both an endorsement of its strength and a heavy future contract.

Wang He once said in a conversation with Tencent Technology in June 2025, "Our goal is to 'usher in the productivity era of humanoid robots.' We can foresee that within three years, 10,000 humanoid robots will work completely autonomously, taking over the arduous 24 - hour work in closed environments for humans. I believe it marks the beginning of the productivity era of humanoid robots, and let's work together to make this era brighter."

However, on the long road to robots truly entering factories, these unicorns with halos still have a long way to go.

This article is from the WeChat official account "Tencent Technology". Author: Guo Xiaojing, Editor: Xu Qingyang. It is published by 36Kr with authorization.