Fund profile / China

Boyuan Capital II.

Geography
China
Stage
Series A
Fund size
$69M
Focus
AI/ML, Climate & Sustainability and Mobility & Transport
Signals
Published
Share
N°01 / About

About Boyuan Capital II.

Boyuan Capital II. is a venture capital firm based in China, focusing on Series A stage investments. The fund actively supports founders building innovative solutions in AI/ML, Climate & Sustainability, Mobility Transport, providing strategic guidance and capital to help startups scale.

N°02 / Thesis

Investment Focus

Location / RegionChina
Funding StageSeries A
Industry Focus
AI/ML
Climate & Sustainability
Mobility & Transport

Investor Signals Profile

active

Sweet Spot

Hardware founders building core robotics components for embodied AI

embodied AI
robotics
hardware/deep tech
China VC
industrial manufacturing
global expansion
visual-tactile sensing
humanoid robot components
physical AI
dexterous manipulation

Bullish Signals

Portfolio co Linkhou closes Series B (hundreds of millions RMB)external
Co-invests with HongShan, Bosch, AgiBotexternal
Existing shareholder follow-on — active supportexternal
Linkhou: 80k vision modules annual capacity liveexternal
Co-investors include CRRC, Guotai Junan, CFTexternal
Linkhou: 20k+ robot chassis/full systems capacitylinkedin
Portfolio targets world-class component supplier statuslinkedin
Bowintec debuts EAI solution at Bosch Connected World 2026linkedin
Portfolio moving from validation to global expansionlinkedin
Yimu Series E: ¥1B raise, ¥10B+ valuationlinkedin
Yimu: world's thinnest mass-producible bionic sensor (<3mm)linkedin
Yimu deployed by leading global humanoid robotics developerslinkedin
Yimu tech spans automotive, pharma, food processinglinkedin
Yimu bridges digital intelligence & physical executionlinkedin

Contrarian Signals

China-focused — geopolitical risk exposureexternal
Hardware-heavy — long capital cyclesexternal
322 LinkedIn followers — low visibility fundlinkedin

Founder Do's

Build hardware with mass production capability
Target embodied AI / humanoid robot stack
Show full-stack product suite
Operate in intelligent manufacturing space
Demonstrate scalable unit capacity (e.g. 80k+ units/yr)
Prepare for European / global market entry
Develop proprietary sensor/perception tech (ultra-thin, mass-producible)
Deploy across automotive, pharma, food processing verticals
Bridge digital intelligence & physical execution

Founder Don'ts

Pure software plays unlikely fit
Non-China market focus may not fit
Early R&D only — no production line readiness

29 signals on Boyuan Capital II.

14 bullish · 3 contrarian · 9 pitch do's · 3 don'ts, each with its source. From €9/month, cancel anytime.

Facts

Fund Overview

Fund Size$69M
Saves0
People

Key People

Jiang Hongquan

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