PANews reported on June 13th that, according to Cailian Press, the embodied intelligence industry is showing signs of cooling down in primary market financing. According to incomplete statistics from industry research firm Gaogong Humanoid Robot, in May 2026, the embodied intelligence industry saw 51 financing events, totaling 8.6 billion yuan, representing a year-on-year increase of 145.5% but a month-on-month decrease of 58.65%. This change indicates that the embodied intelligence industry is inevitably undergoing a shift from concept chasing to rational scrutiny.

At the recent 2026 SuperLink Investment Conference, the investment direction and logic of embodied intelligence was a hot topic among the attendees. Attendees generally agreed that embodied intelligence technology is still in its early stages, with its technological roadmap yet to converge, and a cautiously optimistic approach is warranted in the short term. In terms of specific investment directions, capital is shifting from chasing complete machine manufacturers to focusing on core components, data infrastructure, and other underlying capabilities, while non-humanoid scenarios such as low-altitude and deep-sea environments are also being considered.