Chinese Answer to Tesla's Optimus Lands RMB 100M+ Investment from Public Company

Recently, Shanghai Kepler Exploration Robotics Co., Ltd. announced the successful introduction of Hangzhou Kelin Electric Co., Ltd. (Stock Code: 688611), an A-share listed company, as a strategic investor. This funding round reached a nine-figure yuan amount (over RMB 100 million). At the core of this collaboration is deep synergy across technology, industry, and capital. Both parties will establish a long-term, stable, and multi-dimensional cooperation mechanism around supply chain collaboration, business scenario deployment, and capital cooperation, jointly advancing the large-scale application of embodied intelligence technology in industrial-grade scenarios.

As a leading A-share listed company in China's electrical equipment condition monitoring and intelligent technology sector, Hangzhou Kelin Electric possesses deep technical expertise and an extensive customer base in the power and energy as well as industrial sectors. This strategic investment marks the deep capital-level binding between both parties, while also laying a solid foundation for subsequent industrial collaboration, technology co-development, and market expansion.

Kepler stated: "Introducing Hangzhou Kelin is a pivotal step in Kepler's development journey. This represents not only capital-level recognition, but also deep trust in our technological roadmap and industrialization capabilities. Kelin's long-term expertise in power and energy as well as industrial scenarios will significantly accelerate the deployment and scaled replication of Kepler's embodied intelligence technology in real production environments."

Hangzhou Kelin stated: "We highly recognize Kepler's technical system and deployment capabilities in industrial-grade embodied intelligence. This investment is an important component of Kelin's effort to refine its intelligent industrial ecosystem. Moving forward, we will open up our supply chain resources, market channels, and core project scenarios to engage in deep collaboration with Kepler, driving the application and transformation of cutting-edge technologies in real industrial environments."

On the technical front, Kepler has built a complete embodied intelligence technology system covering both "intelligent brain" and "industrial-grade hardware," forming integrated software-hardware capabilities spanning from cognitive decision-making to physical execution, providing systematic support for the stable operation of humanoid and specialized robots in high-intensity industrial scenarios.

At the "intelligent brain" level, Kepler has built an embodied intelligence architecture for industrial scenarios centered on its self-developed hierarchical VLA+ model. On the hardware front, Kepler has undertaken systematic design for high-intensity industrial and specialized operation scenarios, solidifying the physical foundation for embodied intelligence deployment. It supports "1-hour charge, 8-hour operation" long-endurance performance, meeting long-cycle operational demands under complex working conditions. The core actuation system employs self-developed planetary roller screw actuators, achieving significant breakthroughs in key metrics including high payload, low backlash, long lifespan, and control precision, providing foundational support for robots' stable execution in complex environments. Simultaneously, the actuation system is deeply coupled with the VLA+ intelligent architecture, enabling algorithmic capabilities to truly translate into precise, reliable, and sustainable physical actions.

Based on this integrated software-hardware technology system, Kepler has successfully established a positive feedback loop of "scenario-driven → data accumulation → rapid iteration → scaled delivery." Humanoid robots represented by Kepler's K2 "Bumblebee" have achieved continuous validation and large-scale application in highly challenging real-world scenarios including high-altitude welding, automotive manufacturing, and industrial logistics.

At the specific cooperation level, both parties will engage in deep collaboration around key industrial chain segments. In supply chain and R&D, Hangzhou Kelin Electric will open its mature, high-quality electrical component and manufacturing systems to Kepler, improving core hardware reliability, cost control capabilities, and delivery efficiency, while driving joint R&D project implementation.

In business and application scenarios, leveraging Hangzhou Kelin's customer resources and channel advantages in the power grid, new energy, and industrial sectors, Kepler's products and solutions will gain more efficient market entry paths and are expected to rapidly form replicable benchmark cases. Meanwhile, Kepler's technical capabilities will be deeply integrated into Hangzhou Kelin's overall solution system, providing customers with more systemically valuable one-stop services.

Key Technological Breakthroughs