The Long Summer Begins, Systems Take Shape — Vital Monthly

Vital Monthly is Oasis Capital's monthly update column.

It records the ongoing progress of portfolio companies and Oasis Capital, revealing the rhythm, structure, and trends behind them.

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MiniMax | Advancing Agent Infrastructure and AI Content Ecosystem

In April, MiniMax continued pushing forward on Agent infrastructure capabilities. The company released MMX-CLI, an Agent command-line tool that enables native access to full-modal model capabilities — including programming, video generation, voice, and music — within environments like Claude Code and OpenClaw. It also optimizes underlying mechanisms for output parsing, status codes, and asynchronous task control in automated Agent execution scenarios, improving stability for multi-task workflows.

Meanwhile, MiniMax Agent's desktop client launched two capability updates: Pocket and Computer Use, allowing users to summon the Agent directly within IM platforms like Lark, WeChat, and Slack to remotely operate their local machine and complete tasks. The Agent now has the ability to directly manipulate local graphical interfaces, accessing design software, internal systems, and system settings — environments that were previously difficult to reach via command line.

On the content ecosystem side, MiniMax appeared at the Palais des Festivals in Cannes as a global partner of the second World AI Film Festival (WAIFF 2026) and co-initiator of the China special track. Over the past several months, the company accompanied global creators through five exhibition and exchange stops in São Paulo, Seoul, Kyoto, Beijing, and Cannes, selecting 25 works from nearly 2,000 China-region submissions for a direct path to Cannes. AI video is entering more formal global content creation systems.

Sudu Tech | Releases Sudo R1 and Completes New Funding Round

Sudu Tech released its first fully self-developed robotic system, Sudo R1, and completed a new funding round. Sudo R1 employs an integrated design of 3D world models and reinforcement learning, achieving near-100% zero-shot success rates on key tasks without relying on any real-world data — validating a scalable path for "pure simulation training" in embodied intelligence.

While current industry mainstream approaches remain heavily dependent on teleoperation and real-world data collection, Sudu has chosen to drive model training with simulation data. The company has already begun scenario-based collaborations with industrial partners including CATL, while simultaneously building out developer ecosystems and underlying toolchains to push embodied models from single-capability validation toward real industrial deployment.

LimX Dynamics | Open-Sources Engineering Foundation, Leads Guangdong Humanoid Robot Major Project

LimX Dynamics officially open-sourced FluxVLA Engine: a standardized VLA engineering foundation for embodied intelligence R&D and deployment. The framework covers the full pipeline from data processing, model training, and simulation evaluation to real-machine deployment, supporting access to mainstream VLM/VLA models, simulators, and multiple real-hardware platforms — further lowering the engineering barriers for bringing VLA from the lab to real-world scenarios.

Meanwhile, the major science and technology project under Guangdong's Key Areas R&D Program for "Intelligent Robots," led by the company, has been formally approved. LimX will collaborate with Southern University of Science and Technology, Harbin Institute of Technology (Shenzhen), Huazhong University of Science and Technology, and Guangdong University of Technology to jointly advance research on real-time perception and all-terrain locomotion control technologies for full-size humanoid robots — improving motion stability and environmental adaptability in complex real-world settings.

On the academic exchange front, LimX Dynamics founder Dr. Zhang Wei was also invited to Peking University to share the latest technical progress and industry trends in embodied intelligence, continuing to advance university-industry collaboration and talent development in the field.

Spirit AI | Releases Point-VLA Research, Forms Strategic Partnership with Bosch

The Gao Yang team released Point-VLA research findings, solving the generalization problem of traditional VLA models in complex spatial descriptions by introducing visual grounding in images. This enables robots to understand tasks through a "look at the image, point to the spot" approach, achieving a 92.5% success rate on real robot tasks — nearly 3x improvement over pure-text VLA.

Early this month, Spirit AI announced the completion of a new 1 billion yuan funding round. The company has also recently formed a formal strategic partnership with Bosch China. The two sides will collaborate on robot data collection, embodied model training, industrial scenario deployment, and core component supply — jointly advancing the application of embodied intelligence in real industrial settings.

Infinigence AI | Three Papers Accepted at CVPR, RSS

A joint team from Infinigence AI and Tsinghua University had three research papers accepted at CVPR 2026 and RSS 2026, including one CVPR Oral and two RSS acceptances. The research covers frontier areas including multi-agent strategic reasoning, embodied intelligence online reinforcement learning systems, and VLA reinforcement learning frameworks — further demonstrating the company's technical depth in reinforcement learning algorithms, systems engineering, and embodied intelligence.

In April, the company shared latest practices on Agentic MaaS inference systems at QCon Global Software Development Conference, continuing to advance KV Cache compression and inference system optimization research around long-context and high Cache hit-rate challenges in Agent scenarios.

Boli Technology | Selected for MIIT "Digital Three Products" Typical Case

In April, Boli Technology was selected for the Ministry of Industry and Information Technology's 2025 digital transformation "Three Products" typical cases, becoming the only selected enterprise in the new materials and additive manufacturing field. Based on its proprietary HALS ultra-high-speed 3D printing technology, the company enables flexible manufacturing of complex products at the two-hour level, establishing a new manufacturing path between personalization and mass production.

On the consumer front, the company's collaborations with Adidas and FIFA World Cup licensed footwear brands continue to advance, with 3D printing materials further integrating with sports equipment, recovery applications, and ergonomic design — "digital manufacturing" is entering more tangible mass-consumer scenarios.

Inxus | Appears at Multiple Robot and Tech Exhibitions, Wins Three Industry Honors

Inxus appeared consecutively at multiple robotics and technology industry events in April, including Shenzhen FAIR plus, Hong Kong InnoEX, and Hannover Messe, and showcased core self-developed products including a five-finger dexterous hand, robot-specific batteries, planetary joint modules, and harmonic joint modules at the 3rd China Embodied Intelligence and Humanoid Robot Industry Conference — covering multiple scenarios including humanoid robots, robotic dogs, and wheeled robots.

During the conference's LeadeRobot industry awards, the company received three honors including the "Embodied Intelligence Joint Performance Breakthrough Award" and "China Embodied Intelligence Industry Chain Pioneer Top 50."

LeapMind | Completes Angel+ Round, Continues Iterating Growth Agent Product

LeapMind, an Oasis Capital angel-round portfolio company, recently announced the completion of a new funding round.

The company focuses on AI-native growth Agents. Its main product, GrowthGPT, aims to have Agents take over the complete growth chain including data analysis, creative generation, ad execution, and optimization — driving automated AI deployment in commercialization and growth scenarios, upgrading what was previously craftwork dependent on individual experience into scalable, replicable system capabilities.

Yixi Biology | World's Largest HMO Factory Officially Delivered

Yixi Biology's world's largest HMO factory, located in Huangshan, has been officially delivered and new production lines have been activated. The factory employs fully automated and intelligent control systems, with annual HMO production capacity reaching 3,500 tons upon operation — further strengthening the company's global supply capabilities and industrial advantages in human milk oligosaccharides (HMO).

Around HMO technology R&D and industrial落地, Yixi Biology is simultaneously establishing joint R&D centers and professor workstations with Jiangnan University, China Agricultural University, and Northeast Agricultural University, advancing functional research and application expansion of HMO in infant nutrition, adult gut health, and immune modulation. Based on its AI bio-platform and all-aqueous purification technology, the company continues to build out its premium functional dairy ingredient matrix, further enhancing Chinese companies' industrial capabilities and global supply capacity in HMO.

Signal and Noise | Gao Yang: The Thinking Reed, The Acting Machine

In April, the Oasis Capital-produced podcast Signal and Noise launched the first episode of its special season "North Face Plan." The program invited Spirit AI co-founder and Tsinghua University assistant professor Gao Yang for an in-depth conversation, discussing data, VLA, and generalization capabilities as embodied intelligence approaches its "GPT-3 moment."

At a time when embodied intelligence is rapidly becoming industry and capital consensus, the program brings the discussion back to technology itself: how real-world data can be obtained at scale, how robots can truly develop generalization capabilities, and what can genuinely drive the emergence of intelligence. In Gao Yang's view, rather than becoming some kind of "standard answer," what matters more is maintaining one's own rhythm and continuing to push forward on what is truly important.

Oasis Capital Honors

Awarded ChinaVenture "2025 Best Early-Stage VC by Returns" and multiple other honors.

The world changes endlessly, noise overloads. Oasis Capital will continue to uphold its "top-down" research methodology, combined with ecosystem entrepreneur experience, to consistently output signal for enterprises over the long term.

We focus on social transformation driven by artificial intelligence and frontier technology, covering robotics, AI, advanced manufacturing, and other fields — making long-term investments in the most vital entrepreneurs.

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