Kepler Robotics开普勒机器人

About

Kepler Robotics (Shanghai Kepler Robotics Co., Ltd.) was founded in Shanghai in 2023 by founder Yang Hua of Chunmi Technology (actual controller); co-founder and former CEO Hu Debo (formerly of Huawei and ZTE, in charge of overseas business) has left, with Song Hua taking over company management since 2026. The company positions itself in heavy-load blue-collar humanoid robots, focused on industrial manufacturing and warehouse logistics scenarios. Core products: the Pioneer K2 (fifth generation, 175cm tall, 75kg, works 8 hours on a 1-hour charge), with 52 DoF and 80+ sensors, 15kg single-arm and 30kg dual-arm coordinated payload, executing material handling, press unloading, quality inspection, patrol and other tasks, and won the humanoid industrial application scenario challenge at 20kg payload; in 2026 it released the K3 'Bumblebee' (WRC 2026) and showed the K3W at WAIC 2026 (43 DoF, 0-2000mm vertical work envelope, 30kg dual-arm payload, with lifting transfer and fine manipulation capabilities) plus the long-range heavy-load quadruped 'Mechanical Qilin' (static standing load of at least 600kg, over 8 hours of loaded endurance, can climb 45-degree slopes). Technically it uses a serial-parallel hybrid architecture of self-developed planetary roller screw linear actuators and rotary actuators, with over 80% of core components self-developed and self-produced, plus cloud large models combined with an embodied 'cerebellum'. Commercially it has entered SAIC-GM for real-scenario training such as vehicle quality inspection and heavy-load component operations, with orders in hand over RMB 47M and annual capacity of about 1,000 units. Its capital path is unique: early shareholders include the listed companies Zhaofeng, V&T Technologies, Keli Sensing, Furande, Taotao Vehicles, and Hanwei Electronics; in December 2025 Hangzhou Kelin acquired a 10% stake for RMB 100M; in April 2026 it completed an RMB 100M+ Series A++ (Hangzhou Kelin, SAIF Partners, Pudong Venture Capital, Zhangjiang Sci-Tech Investment, etc.); in May 2026 Hangzhou Kelin proposed to buy 41.57% for no more than RMB 300M, reaching 51% total control after completion, implying a total valuation of about RMB 722M at the upper bound.

Technical Approach

Enters industrial blue-collar positions with heavy load plus long endurance: self-developed planetary roller screw actuators and other core components (over 80% self-developed and self-produced) press down costs and secure supply; '1-hour charge, 8-hour work' hits the rigid need of factory shift changes; first scales on deterministic industrial tasks like vehicle quality inspection and material handling (SAIC-GM training, RMB 47M orders in hand), then leverages the listed company Hangzhou Kelin's capital and industry resources to ramp up - a representative case of an A-share listed company taking control of a humanoid robot OEM.

Commercialization（4）

• ◆Has entered SAIC-GM for real-scenario training such as vehicle quality inspection and heavy-load component operations
• ◆Orders in hand exceed RMB 47M; annual capacity of about 1,000 units
• ◆Over 80% of core components self-developed and self-produced (planetary roller screw actuators, rotary actuators, etc.)
• ◆Early shareholders include the listed companies Zhaofeng, V&T Technologies, Keli Sensing, Furande, Taotao Vehicles, and Hanwei Electronics

Position & Strengths（4）

• ◆Heavy load plus 8-hour endurance hits the rigid needs of industrial blue-collar positions; the K2's payload capability won the industrial challenge championship
• ◆Cost and supply chain control from a high self-development rate of core components
• ◆Dual product lines of humanoid plus heavy-load quadruped (Mechanical Qilin) covering different payload scenarios
• ◆After Hangzhou Kelin takes control, access to listed-company capital and industry synergy, with a unique financing channel