Embodied AI funding turns selective: Over 2B yuan in two months flows to home robots

According to a Sept 13 report from STAR Market Daily, after the 2025 startup boom and capital influx, the embodied intelligence sector is entering a rational correction period in 2026. Funding is no longer chasing concepts blindly; it is concentrating on leading projects with technical barriers and clear commercialization paths.

In the past two months, financing in the sector exceeded 2 billion yuan, with home robotics emerging as a favored direction. Xiejue Intelligence recently announced completing an angel+ round worth hundreds of millions of yuan, with participation from Linear Capital, Junshan Capital, Hongyi Capital, and Hidden Hill Capital.

Industry observers note that capital is shifting from broad bets to targeted wagers. Home scenarios are gaining favor due to clear demand and predictable commercialization paths. Xiejue's funding indicates that top-tier projects can still secure large investments, highlighting an increasingly polarized industry landscape.