Xinghai Tu
星海图
Xinghai Tu (星海图) is an embodied-AI company — described by Cathay Capital's coverage as a humanoid-robotics play that has been "constantly in the news" lately — incubated in 2023 with the participation of Tsinghua's Huazhe Xu, who framed it as part of an embodied-AI race that is only just beginning. Its investor list spans both sides of the AI world: Moonshot AI's Yutong Zhang backed it as an angel before Kimi took off, and it also counts Capital Today and Cathay Capital among its backers — Cathay placing it alongside its other AI-application bets in AIGC and overseas smart hardware. elsewhere's corpus doesn't yet contain a full profile of the company itself — its products, team, or funding rounds — so what can be said is limited to this cap-table footprint.
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Coverage
ENCOS Raises Over RMB 300 Million in Series B, Evolving From Joint Modules to a Full Hardware Platform | Luzhou Shengmingli
First-pass yield above 97%, ready for large-scale robot delivery
"What Makes You Love an Industry for 15 Years?" | A Conversation with Wang Tianfan: I Want to Invest in True Joy, the Purest Vision, and the Brilliance of Human Nature [Highway Podcast]
Huazhe Xu: Embodied AI Just Starting Its Race, People Who Won't Wait for an IPO | North Slope Project
Amid the Hype Bubble of Embodied AI, He's Already Put Robots in 300 Homes | A Conversation with Zhang Yi, Founder / CEO of Weilai Buyuan
Don't chase the hype. Knock on doors first.
Inside the Hype Tsunami of Embodied AI, He's Already Put Robots in 300 Homes | A Conversation with Zhang Yi: Founder/CEO of Weilai Buyuan
Special Edition: North Slope Project
*The Signal and the Noise* Podcast Special Season
From Pi0.5 to LingBot-VLA: A Path to Embodied Intelligence Is Taking Shape
A VLA foundation model trained on 20,000 hours of real robot data, covering nine dual-arm configurations.
Jinjian Zhang: In the Age of AI, Live as Yourself
"Long Action, Short Thinking"
Where Did the Money Go? Who's Still Writing Checks? A 2025 VC Debrief With Jing Liu
VC takes a certain amount of instinct.
Moonshot AI's Yutong Zhang: The "1%" Exception Under the Capital-and-Compute Determinism | Tsinghua University Campus Talk
Seeking the optimal solution for converting energy into intelligence.
The AI Investment Mid-Game: Talent Wars, Faith Divides, and Super Opportunities
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Robot Confucius, robot dog-walking, robot folding laundry... The robots haven't found good jobs yet, but they're approaching their ChatGPT moment.
Is the tidying robot gently stepping into the "ChatGPT moment" on the eve of its arrival?
Cathay Capital Closes Third Innovation Fund at $1 Billion, All In on AI Applications
"Global LPs' Areas of Focus"

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