<img src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/d281494d-cc99-46dc-82c5-a4387e873e0c.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://wpimg-wscn.awtmt.com/d281494d-cc99-46dc-82c5-a4387e873e0c.png"/> Author | Huang Yu
The Spring Festival holiday of the Year of the Horse in 2026 has just ended, and the humanoid robot sector couldn't wait to drop a &#34;shock bomb&#34; on the outside world.
For entrepreneurs in the field of embodied intelligence, the race for capital seems more urgent than the post-holiday work bonuses. On March 2, two of the four humanoid robot companies that appeared on the Spring Festival Gala—Galaxy General and Songyan Power—announced new rounds of financing.
Among them, Songyan Power, which broke into the spotlight by &#34;acting&#34; with Cai Ming in a skit during the gala, completed a Series B financing round totaling nearly 1 billion yuan, which is much less than Galaxy General's new round of financing of 2.5 billion yuan.
It is reported that this round of financing for Songyan Power was led by the industrial investment platform of CATL, Chenda Capital, with participation from notable institutions such as Guoke Investment, Jingguosheng Fund, and Jiuhui Venture Capital. To date, Songyan Power has completed 9 rounds of financing and has undergone shareholding reform.
Songyan Power stated that this round of financing not only provides financial support for deepening the construction of its business ecosystem and building a collaborative mechanism across the entire industry chain but also allows the company to continue focusing on technological innovation and accelerate the large-scale landing of consumer markets.
If the robot industry in the past few years was more about &#34;showing muscles&#34; in laboratories, then this &#34;capital feast&#34; at the beginning of 2026 aims to tear off the last layer of &#34;sci-fi&#34; filter from embodied intelligence.
As the only company in the industry that simultaneously develops both bipedal and biomimetic product lines, this group of young people at Songyan Power, with an average age of under 30, is trying to prove one thing—robots not only need to &#34;look like humans,&#34; but they also need to be &#34;mass-produced,&#34; and it must be the kind that ordinary people can afford.
According to Wall Street Insights, Songyan Power plans to promote robots into schools, science museums, and communities, allowing more consumers to intuitively feel the value of robots through scenario-based demonstration applications.
In Songyan Power's view, a reasonable drop in product prices will activate a vast number of livelihood application scenarios in families and education; the large-scale landing of these scenarios will, in turn, drive supply chain efficiency improvements and continuous cost optimization, creating a virtuous cycle of &#34;scenario expansion—capacity enhancement—cost optimization,&#34; ultimately achieving the dual release of market demand and enterprise capacity, pushing the humanoid robot industry into a stage of inclusive and large-scale development.
In this critical year for the commercialization of humanoid robots, 2026, the logic of capital has shifted from &#34;listening to stories and watching demos&#34; to a comprehensive consideration of &#34;technological moats, mass production capabilities, and self-sustaining logic.&#34; People are no longer concerned about whether your robot can do a backflip; they are calculating whether it can be included in the annual budget of major clients.
This financing for Songyan Power is seen in the industry as more of a gamble on &#34;mass production capability.&#34;
An investor in embodied intelligence told Wall Street Insights that the competition in humanoid robots has shifted from technological research and development to large-scale mass production and industrial landing, and investors are now placing more emphasis on a company's mass production capabilities and commercial exploration abilities
The founder of Songyan Power, Jiang Zheyuan, has condensed the strategic core for 2026 into two words: penetration and exploration.
Penetration refers to targeting established markets, such as universities and research institutions, to capture market share in the red ocean. Exploration, on the other hand, aims at those yet-to-be-defined &#34;unmanned areas,&#34; with Jiang Zheyuan focusing on the numerous county-level middle schools, vocational colleges, ordinary universities, and consumer markets.
In Jiang Zheyuan's accounts, humanoid robots are still not capable of working at home; their generalization ability and data accumulation are far from sufficient. However, they can provide emotional value, teach children programming, and chat with the elderly. Since the vision of an &#34;all-around nanny&#34; is still too distant, the goal is to create a &#34;affordable and tangible&#34; technological companion first.
This curveball business loop essentially uses the expansion of the C-end market to drive the optimization of supply chain costs in reverse.
However, the current awkwardness lies in the fact that the iteration speed of robot hardware has far surpassed the speed of brain evolution. Whether bringing robots into factories or homes, the real bottleneck is the lack of high-quality, large-scale, and diverse data.
As the old saying in the tech circle goes: when the tide goes out, you find out who has been swimming naked. Funds are crazily concentrating on a few leading companies, while lower-tier companies that cannot achieve commercial delivery or prove their self-sustaining capabilities are facing the risk of being eliminated. For Songyan Power, this 1 billion yuan financing is not just &#34;ammunition,&#34; but also a &#34;ticket to the future.&#34;
This tech carnival that began during the Spring Festival will ultimately return to the sounds of keyboards in laboratories and the roar of machines in factories.
Whether Songyan Power can break through in 2026 and maintain its first-mover advantage in consumer scenarios depends not only on how much financing it can secure but also on how quickly it can bring the 9,998 yuan &#34;Little Bumi&#34; into the living rooms of thousands of households

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A gamble on "mass production capability."

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After the replenishment of 1 billion financing ammunition, Songyan Power aims to penetrate more scenarios