The embodied intelligence industry secured 8.6 billion yuan in funding in May 2026, marking a 145% increase year-on-year but a 58% decline from the previous month. According to Gaogong Humanoid Robot's data, the sector experienced 51 financing events, indicating a shift from concept-driven investments to more rational evaluations. At the 2026 SuperLink Investment Conference, industry experts discussed the evolving investment landscape, noting that while embodied intelligence remains in its nascent stages, focus is shifting towards core components and data infrastructure. Additionally, non-humanoid applications, such as low-altitude and deep-sea environments, are gaining interest as potential investment areas.