Yuequan Bionic Secures Hundreds of Millions in Financing, Mass Produces 10,000 Biomimetic Dexterous Hands with Over 100 Million in Orders | 36Kr Exclusive 「月泉仿生」获数亿元融资，仿生拉压体灵巧手万台量产、订单过亿｜36氪首发

TL;DR

• Yuequan Bionic secured hundreds of millions in Pre-A+ funding to accelerate R&D and mass production of its bionic dexterous hands and humanoid robots.
• The company utilizes proprietary "bionic tension-compression body" technology, mimicking human skeletal and muscular structures to solve the trade-off between lightweight design and gripping force.
• Key products include the Y-Hand M1 (26 DOFs, 299.7g weight, 200N grip) and Y-Hand M2 (38 DOFs, highest global freedom degree), alongside industrial-grade X-Hand M1 and self-developed YQ Motors.
• The company has achieved over 100 million RMB in orders and aims for tens of thousands of units in annual production capacity by 2026, targeting sectors like manufacturing, logistics, and healthcare.
• Full-stack self-reliance in hardware (motors, actuators) and software (world-behavior models) positions Yuequan Bionic as a core player in the commercialization phase of embodied AI.

Why It Matters

This development highlights the industry's shift from speculative hardware competitions to practical, commercially viable solutions that address real-world constraints like weight, precision, and cost. For AI practitioners and investors, it demonstrates the critical importance of integrated hardware-software co-design, where mechanical innovation directly enables advanced robotic manipulation capabilities. The significant order volume and funding indicate strong market validation for bionic approaches in overcoming the limitations of traditional rigid robotic hands.

Technical Details

• Bionic Tension-Compression Theory: The core technology mimics human biomechanics, using rigid components for compression and flexible components for tension, allowing for superior compliance and strength compared to traditional rigid structures.
• Y-Hand M1 Specifications: Features 26 degrees of freedom (DOFs) with a palm weight of only 299.7g. It includes an 8-DOF thumb for enhanced dexterity, achieving a 200N five-finger grip while maintaining the ability to handle fragile objects without damage.
• Y-Hand M2 Capabilities: Recognized as having the highest number of DOFs globally (38), offering performance in speed, flexibility, and compliance that closely approximates human hand functions.
• Full-Stack Integration: The product matrix includes self-developed YQ Motors (covering 4-22mm sizes), artificial muscle modules, and a "World-Behavior Large Model" to create an integrated "Brain-Body-Environment" system.
• W-Bot 2.0 Humanoid Robot: A wheeled humanoid robot with a compact 0.238 sqm chassis and a hip-knee-ankle folding structure, enabling operation in confined spaces and access to areas 0-2.2 meters from the ground.

Industry Insight

• Hardware Differentiation is Key: As the market moves past initial prototyping, success will depend on solving fundamental mechanical challenges (like the stiffness vs. delicacy paradox) rather than just increasing DOF counts. Companies with unique underlying mechanical theories will gain a competitive edge.
• Commercialization Velocity: The transition from lab to factory floor is accelerating. Investors should prioritize companies with clear mass-production roadmaps and existing enterprise orders, as seen with Yuequan Bionic’s billion-RMB order backlog.
• Vertical Integration Trends: The ability to self-develop core components like motors and actuators reduces supply chain risks and allows for tighter optimization between hardware and AI control algorithms, making full-stack capability a major barrier to entry for new competitors.