Here are the major developments in embodied intelligence and driver assistance this week:Seer Robotics makes HKEX debut, becoming the first "robot brain" stock on the marketSeer Robotics (06106.HK) officially listed on the Hong Kong Stock Exchange’s main board on June 24, marking the debut of the market’s first "robot brain" stock.The company offered 10,497,300 shares globally in its IPO (excluding the over-allotment option). After the clawback mechanism was triggered, the public offering accounted for 2,099,500 shares, while international placement covered 8,397,800 shares. Priced at 101.6 Hong Kong dollars per share, the issuance raised 1.067 billion Hong Kong dollars, giving the company a market capitalization of 11.227 billion Hong Kong dollars.On its debut, Seer Robotics surged more than 30% at the open—a clear sign of strong market appetite.Image Source: Seer RoboticsThe offering drew extraordinary attention during the subscription phase. Eight cornerstone investors committed 462 million Hong Kong dollars in total, representing 43.34% of the deal. Hillhouse’s HHLRA led the group as the cornerstone investor with 118 million Hong Kong dollars, joined by prominent institutions including Yuanbao, 3W, GF Fund Management, and Ruihua Investment.Founded in 2020, Seer Robotics has cemented a formidable market position in just a few years, anchored by its core product: the "robot brain," or robot controller.According to CIC data, Seer Robotics held the top spot globally for robot controller sales for three consecutive years from 2023 to 2025, boosting its global market share to 25%. In China, its controller market share reached as high as 45.2%. On the financial side, revenue climbed from 2.49 billion yuan in 2023 to 4.42 billion yuan in 2025, representing a compound annual growth rate of 33.2%.Yet Seer Robotics’ true moat is its "data flywheel."Over the past few years, the company has pursued a strategy centered on real-world machine data. By deploying robots at scale and applying them in actual scenarios, Seer has continuously accumulated data assets across diverse scenarios, tasks, and robot form factors. Today, robots powered by Seer’s "brain" are deployed in over 1,000 factories across more than 20 industries.Large-scale deployment has fostered strong customer stickiness, driven by a massive base of benchmark clients and high repeat purchase rates. This has allowed Seer to construct a data flywheel system: deployment, data feedback, closed-loop training, model iteration, and expanded deployment.These data assets—refined in real production environments across scenarios, tasks, and robot types—have created a scaled data moat that latecomers will find difficult to replicate.XiaoZhi Take: Even after listing, the pressure to deliver results remains significant.Galaxy General's Galbot S1 joins the workforce at CATLGasgoo has learned that CATL recently signed a global strategic partnership agreement with Galaxy General. The two companies will focus on upgrading smart production lines, promoting the expansion and application of embodied intelligence robots in global markets, and jointly establishing service standards for the embodied intelligence aftermarket.At the center of this collaboration is Galaxy General’s heavy-duty humanoid robot, the Galbot S1. Notably, it is the world’s first embodied intelligence robot in regular operation to be powered by a CATL battery.Specifically, the Galbot S1 boasts dual-arm 50-kilogram payload capacity, pure-vision centimeter-level precision positioning, and 360° all-directional obstacle avoidance. Supported by CATL’s battery technology, it achieves an ultra-long endurance of 8 hours, ensuring longevity and high safety on the production line.Image Source: CATLThe Galbot S1 has officially joined CATL’s smart production lines, handling long-range autonomous tasks in module and battery pack assembly. It is directly replacing human labor in high-intensity processes such as material handling and sorting.Since completing acceptance testing at CATL’s Ningde HX base in March, the Galbot S1 has been operating 7x24 hours on the company’s mass production lines for over three months, ensuring round-the-clock uninterrupted operations.Building on this, Galaxy General and CATL are deepening their collaboration on tackling complex scenarios, including loading and unloading, cell sorting, screw fastening, and wire harness assembly.Meanwhile, CATL’s "Ningjia Service" is expanding its established service ecosystem—which covers battery testing, maintenance, and recycling. Its scope will extend beyond "power batteries" and "energy storage systems" to include "embodied intelligence robots." Together, the partners aim to establish the world’s first aftermarket service standard for embodied intelligence.Launched in 2024, Ningjia Service is CATL’s independent aftermarket brand. Built around "new energy, zero carbon, and the circular economy," its business currently covers more than 80 countries with over 1,300 service outlets, boasting an industry-leading spare parts warehousing system and standardized operational capabilities.Through this partnership, Ningjia Service will leverage Galaxy General’s highly reliable products and technical expertise to upgrade its global network of over 1,300 service stations into an embodied intelligence robot service network, achieving "multi-function capability at a single station."Notably, CATL had already deployed the humanoid robot "Xiao Mo" from Qianxun Intelligent at its Zhongzhou base battery pack production line by the end of 2025. Qianxun Intelligent is part of CATL’s ecosystem."Xiao Mo" is also powered by a CATL self-developed battery. According to information released at the time, the robot can precisely perform complex tasks such as inserting battery connectors. CATL revealed that "Xiao Mo" maintains a success rate of over 99% for insertions in actual operation, with a work pace matching that of a skilled worker.Furthermore, "Xiao Mo" can autonomously inspect wire harness connections and report anomalies immediately, effectively reducing defect rates. It also proactively switches to patrol mode during work breaks. Faced with continuous production tasks involving multiple battery models, "Xiao Mo" has tripled its daily work output.XiaoZhi Take: Having passed "CATL’s rigorous selection," Galaxy General’s capabilities speak for themselves.JD.com partners with Magic Atom in strategic allianceGasgoo learned on June 24 that Magic Atom recently signed a strategic partnership agreement with JD.com.The two will deepen cooperation around consumer-grade embodied products, as well as key scenarios like education, patrol, and guiding. They aim to build a full-lifecycle ecosystem covering R&D innovation, product incubation, scenario implementation, channel sales, and service operations, jointly driving the large-scale commercial deployment of embodied intelligence robots.The parties agreed to jointly invest in products, supply chains, and resources during the partnership, with a goal of achieving 1 billion yuan in sales for Magic Atom branded products on the JD.com platform.Image Source: Magic AtomSpecifically, the two will collaborate deeply on key embodied intelligence technologies. Magic Atom will leverage its technical strengths in humanoid robot body control, motion planning, multi-modal perception, embodied intelligence algorithms, and scenario-based applications. JD.com, meanwhile, will open up its JoyInside embodied intelligence interaction capabilities. By combining this with massive user insights, consumer trend analysis, and accumulated scenario data, they aim to continuously upgrade robots' abilities in autonomous perception, task execution, and emotional interaction for scenarios such as home services, educational companionship, and smart guiding.On the product front, leveraging Magic Atom’s portfolio of humanoid and quadruped robots, and JD.com’s strengths in user operations, consumer trend insights, and market demand analysis, the two will jointly drive robot product innovation and iteration tailored to different user groups and application scenarios.Magic Atom possesses full-stack self-developed capabilities spanning core components, body development, motion control, multi-modal perception, embodied intelligence models, and scenario solutions. With a core hardware self-development rate exceeding 90%, the company has established a complete product ecosystem covering humanoid robots, quadruped robots, dexterous hands, and embodied intelligence software platforms.JD.com continues to deepen its layout in the intelligent robotics industry. Building on its "Intelligent Robotics Industry Acceleration 2.0 Plan," the company is investing billions in resources to continuously refine the industrial ecosystem, channel systems, supply chain capabilities, and service networks, providing critical support for the large-scale development of the robotics sector.XiaoZhi Take: Commercialization takes another step forward; we look forward to more good news.Unitree expands into Suzhou! Jiangsu’s first Embodied Intelligence Industry College officially inauguratedGasgoo learned on June 23 that the Unitree Embodied Intelligence Industry College was officially inaugurated at Suzhou Industrial Park Institute of Vocational Technology. It is the first such college in Jiangsu Province.Image Source: Suzhou ReleaseThe college is a joint initiative by the Suzhou Industrial Park Institute of Vocational Technology, Unitree, Jiangsu Kewen Zhixue, and Wuhan Jingfeng Microcontrol. It aims to precisely align with real corporate job requirements and innovate an "industry-enterprise-school" collaborative education mechanism. The goal is to cultivate high-quality technical professionals in embodied intelligence, providing talent support for the development of "new quality productive forces."Unitree is a global leader in legged robots, having appeared three times on the CCTV Spring Festival Gala and participating in international events like the Winter Olympics and Asian Games. In this partnership, Unitree is providing technology, standards, and industrial resources to integrate deeply with the school, bridging the entire chain from "technological R&D to educational transformation and scenario implementation." Unitree co-founder Chen Li stated that the company aims to build this industrial college into a benchmark for cultivating embodied intelligence talent across vocational institutions nationwide.Jiangsu Kewen Zhixue is responsible for the college’s localized operations and demand alignment, while Wuhan Jingfeng Microcontrol focuses on curriculum systems and project-based solutions, jointly building an ecosystem that integrates industry with education.The college has completed its physical construction and entered the operational phase. It features four functional modules: a quadruped robot maintenance training room, a quadruped robot training room, a humanoid robot training room, and a school-enterprise co-built embodied intelligence showroom. All decoration and equipment debugging are complete, ready to support teaching, exhibitions, and social services.The college is equipped with Unitree Go2 quadruped robots, G1 humanoid robots, and high-end sensors like LiDAR and depth cameras, with a ROS/ROS2 development environment established. The showroom provides a panoramic display of the latest applications in embodied intelligence technology. The college offers five core practical courses using a "theory-simulation-real machine-project" four-stage training model, ensuring faculty and students master cutting-edge technologies and possess the system design and delivery capabilities needed to solve real industrial problems.XiaoZhi Take: Industry-academia-research collaboration is a vital engine for the sustainable development of emerging industries.Post-money valuation exceeds $1 billion as AGILINK closes nearly 1 billion yuan funding roundGasgoo learned on June 24 that AGILINK has completed a new funding round, pushing its post-money valuation beyond $1 billion.Notably, it took just five months and four funding rounds for the company to rise from founding to unicorn status—the fastest pace recorded in the dexterous hand sector to date.The lineup for this round includes strategic and industrial capital like Mirae Asset, a major internet giant, and Jingming Capital. Industrial resource participants include Dongfeng Asset, Guoxin Zhongshu, and Shanghai Electric Equipment Institute Fund. Financial investors include Qingxin Capital, Kayne Capital, Cathay Capital, Tianji Capital, We Venture, Zhenyan Investment, and Mingjia Capital. Existing shareholders such as Hillhouse Ventures, BlueRun Ventures, and C Capital also increased their stakes.The company stated that the proceeds will be concentrated on three directions: the continuous expansion of production capacity, the construction of a data flywheel for dexterous manipulation, and the next-stage development of Contact Intelligence models.Image Source: AGILINKSince its inception five months ago, cumulative deliveries of the OmniHand series dexterous hands have exceeded 8,000 units, with gripper shipments surpassing 10,000 units. This volume places the company first in the domestic dexterous hand market for the first quarter of 2026.The company noted that its delivered products are operating stably in real-world deployment scenarios globally. In its first full quarter after establishment (Q1 2026), AGILINK achieved operating net profitability.XiaoZhi Take: Capital remains enthusiastic about embodied intelligence enterprises, and investors are spending generously.