蚂蚁集团领投，老股东超额跟投加注，戴盟两月内连获数亿元融资，以全栈触觉能力破局物理AI

TL;DR - Shenzhen-based Daimon Robotics (spun out of HKUST) raised several hundred million RMB led by Ant Group — its second round in two months — to build a full-stack "physical AI" system anchored on vision-based tactile sensing. It matters because tactile feedback is the missing modality for reliable, production-line dexterous manipulation, and Daimon is vertically integrating sensors, data, and models around it.

• Daimon-TWM, billed as the first tactile-grounded world model, unifies physical reasoning, planning, and instant control; it follows the company's earlier VTLA (vision-tactile-language-action) architecture that added touch to standard VLA models. Claimed cross-embodiment/cross-gripper/cross-sensor portability.
• Demonstrated contact-rich tasks at WAIC — fruit boxing with grip/force adjustment from slip signals, and a pencil-case task (unzip, load, close) with mid-task disturbance replanning at a claimed 95% on-site success rate; pilots cover USB insertion, label application, and fragile-item sorting in 3C and automotive lines.
• Data infrastructure: Daimon-Infinity holds hundreds of thousands of hours of tactile-inclusive multimodal manipulation data (first 10k hours open-sourced, 4.4M+ downloads on ModelScope), plus the RobOmni benchmark; a China Mobile partnership deploys 1,000 collection kits targeting 1M hours/year of real-world data.
• Commercially, Daimon claims to be the first to ship vision-tactile sensors at 10k+ unit scale, serving 200+ customers with recent deliveries to OpenAI, Figure, Physical Intelligence, Skild AI, Meta, BMW, and Google DeepMind. Investor roster (Ant, Inovance, Lenovo Capital, China Mobile/Telecom, China Merchants) spans data supply through manufacturing.