Embodied Intelligence Funding Shifts to Robot 'Skin' Components
具身智能的钱，流向机器人的“皮肤”
In October 2026, funding in the embodied intelligence sector declined compared to September, with capital shifting from robot body manufacturing and large models toward upstream components like dexterous hands and tactile sensors. Juqiao Industrial, a Shandong-based flexible fabric tactile sensing company, announced completion of its A-round financing led by Ant Group. The investment reflects growing interest in core parts that determine robotic capabilities, such as electronic skin, despite the sector's overall cooling trend.
Source: Robotics — Chinese web discovery · Read original article ↗
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IT桔子统计显示，2026年10月具身智能赛道发生33起融资、总额101.05亿元，而9月这个数字是60起、110.28亿元，下降趋势显著。
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2025年5月，公司对外披露卷对卷产线年产能20万片、良率95%；7月，威海临港区报道订单已排到10月，投产首年产值近千万元；9月，第1000套人形机器人织物电子皮肤下线，公司称产品上市不足半年，已有近百家海内外客户下订与复购，包括但不限于宇树、松延动力、零次方等。
Open source S19
IT桔子统计显示，2026年10月具身智能赛道发生33起融资、总额101.05亿元，而9月这个数字是60起、110.28亿元，下降趋势显著。
Open source S3
2026年前七个月，国内人形机器人传感器领域发生了近20起融资，合计超过31亿元，仅7月单月就吞下约15.6亿元。
Open source S12
（图源：矩侨工业官网） 10月29日，山东柔性织物触觉传感企业矩侨工业宣布完成亿元A轮融资，由蚂蚁集团领投，老股东零以创投、威海港融及青岛和信跟投。
Open source S5
Source：Robotics — Chinese web discovery · 36kr.com