Vbot维他动力

About

Vbot was founded in Beijing on December 9, 2024 by Yu Yinan, former VP of Horizon Robotics and employee No. 005, and is China's first company focused on consumer-grade embodied AI. Its first product, the Vbot Super Robot Dog 'Datou', is the world's first smart robot dog that requires no remote control, priced at RMB 12,988 with 128 TOPS of on-device compute + LiDAR and a self-developed 1B-parameter VLA model; it went on sale in December 2025 with 6,540 pre-orders, entered mass production in April 2026 with the first 500 units off the line on May 8, and by June capacity rose above 2,500 units with about 1,500 delivered per month; 90% of buyers are families with children, and the global version reached North America, Europe and the Middle East in Q2 2026. Within a year and a half of founding the company completed 4 rounds totaling over RMB 700M, with the ~RMB 500M Pre-A the largest single round in consumer embodied AI. R&D directions include the Agentic OS operating system, a hand-foot unified world model and the ATOM full-size humanoid (prototype first shown in August 2026); the team exceeds 100 people with a full-stack closed loop, and the company was selected for China's Top 100 Humanoid Robots list.

Technical Approach

R&D philosophy: 'use the fewest sensors to build the smartest robots'; sticks to an engineering-innovation route of 'no teleoperation, no humanoid-chasing, no leaderboard-gaming', with dual VLA + Agent drive and a three-layer intelligence architecture of body intelligence + spatial intelligence + agent intelligence; positions the robot dog as 'a platform, not a single product' — software, OS and E/E architecture are reusable on humanoids, accumulating user data and interaction experience.

Commercialization（7）

• ◆Mass production began in April 2026 with the first 500 Super Robot Dogs off the line and delivered on May 8; by June capacity rose above 2,500 units with ~1,500 delivered per month; over 1,500 users received deliveries within May
• ◆Went on sale in December 2025 with 6,540 cumulative pre-orders and nearly RMB 100M in pre-sale revenue
• ◆Experience stores opened at Shanghai Changning Raffles City and Beijing Solana; present in JD Mall, Sam's Club and Z·Pilot tech experience spaces, covering 10+ provinces and cities nationwide
• ◆The global version went on sale in Q2 2026, first reaching North America, Europe and the Middle East
• ◆The 2026 World Robot Conference (WRC) opened on August 18, with Vbot exhibiting in the Smart Creation hall (source: PCNow preview, Aug 17, 2026)
• ◆Positions the robot dog as 'a platform, not a single product' — software, OS and E/E architecture reusable on humanoids
• ◆Selected for VENTURE50 - NewSprout 50, China's Top 100 Humanoid Robots, and the Touzijia robot industry list

Position & Strengths（6）

• ◆China's first consumer-grade embodied AI company: pioneered robots 'entering the family' and is among the earliest players worldwide to take a To-C embodied product to volume delivery
• ◆Technical differentiation: 'no teleoperation, no humanoid-chasing, no leaderboard-gaming', sticking to engineering innovation; dual VLA + Agent drive; 128 TOPS on-device compute + LiDAR is top-spec for the consumer class
• ◆Cost and reliability advantages: self-developed joint modules cost about half the industry average, with failure rates 1-2 orders of magnitude lower than peers
• ◆Volume-production capability proven: only about 5 months from product definition to volume delivery (on sale Dec 2025 → delivery May 2026), delivering ~1,500 units per month
• ◆Market validation: 6,540 pre-orders validate consumer demand, with a clear core user profile of families with children (90%)
• ◆Fundraising capability: the ~RMB 500M Pre-A is the largest single round in consumer embodied AI, with all existing shareholders adding on