Disbanding the flagship subsidiary, Li Shufu restructures the robotics landscape.

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Author | Zhou Zhiyu

Editor | Zhang Xiaoling

A much-hyped embodied intelligence company has suddenly reached a turning point in its fate.

In early October, news of the sudden dissolution of OneStar Robotics spread rapidly within the industry, and at first, almost no one believed it. After all, just a month ago, the company had announced hundreds of millions of yuan in financing backed by well-known institutions such as Baidu Ventures. What's more, its founder is Li Xingxing, the son of Li Shufu, Chairman of Geely Group.

However, Wallstreetcn has confirmed with OneStar Robotics employees that they have received dissolution notices. The company's CTO and co-founder Ding Yan has also updated his career history, capping his tenure at OneStar Robotics in October 2025. The company's official WeChat account has deleted all historical records, as if it has been wiped out from the digital world with one click.

This enterprise, with its illustrious background and abundant resources, seemed immune to the word "failure." Yet, the logic of the business world is more complicated than it appears on the surface. Under the highest strategic will of "One Geely," a profound internal resource integration is underway. Even a project spearheaded by Li Shufu's own son must make way for a grander strategic blueprint.

Looking back at OneStar Robotics' brief trajectory, its starting point was enviably high.

Since its inception, OneStar Robotics was considered a significant move by Geely in the field of robotics. On July 12 this year, it received hundreds of millions of yuan in "friends and family round" funding, with investors including Caocao Mobility, Jingneng Microelectronics, and Qunshan Capital, all previous investors related to Geely-related industries.

More importantly, OneStar Robotics did not rely on its background but presented a unique differentiated development path. Instead of following the industry's mainstream to develop eye-catching demo models, it innovatively adopted a "reverse engineering AI" core strategy. The essence of this approach lies in starting from actual tasks on the production line, and working backwards to design algorithms and workflows, enabling robots to iterate and evolve through real-world practice. This pragmatic concept is very much in the Geely style: letting technology create value in the factory, rather than putting on a show in an exhibition hall.

To support this vision, OneStar assembled a strong technical team. The company not only cooperated with leading professors from Fudan and Tsinghua universities, but also brought in star researcher Ding Yan from Shanghai AI Lab as co-founder and CTO. This not-large but elite team had more than half its members with overseas academic or professional experience.

Driven by advantages in funding, technology, talent, and application scenarios, OneStar Robotics' development was once very rapid.

In August, OneStar Robotics built a joint laboratory with universities and released its first wheeled dual-arm robot product. In September, it secured another round of seed investment in the hundreds of millions, including well-known market-oriented institutions among the investors. Reportedly, within just two months of operation, the company had already secured commercial orders.

Even in the early hours before the National Day holiday, Ding Yan was still posting on his social media, seeking business partners for OneStar Robotics.

All signs indicated this company was a rising star running at high speed. Yet, it all came to an abrupt halt after the National Day holiday.

The path that led OneStar Robotics to where it is today did not happen without warning. Back on September 28, the launch event of Qianli Technology became the key nodal point foreshadowing this outcome. At that event, Li Shufu personally endorsed Qianli Technology’s founder Yin Qi and gave him very high praise. His statement that "the future belongs to Yin Qi" delivered a clear message to the outside world about the final strategic choice.

Robotics is exactly the area that Qianli Technology will focus on in the future. The business direction of OneStar overlapped with Qianli Technology, which has received heavy capital investment and resource concentration from Geely.

Under the Geely "Taizhou Declaration," to achieve the "One Geely" overall goal, any projects with positioning conflicts or potential for internal resource waste must be reorganized.

For Li Shufu, profit margins in traditional car manufacturing are being squeezed, while emerging business areas represented by embodied intelligence have profit rates several times higher. Geely's goal is to secure a foothold on the broader stage of "AI + cars + robots."

However, the road to this future requires massive, focused investment. In such a high-risk, high-reward area, any dispersion of resources could lead to missed opportunities. Therefore, integrating internal forces and betting all chips on the most promising entity became an inevitable choice. In this chess game for the group’s future, business rationality trumps all.

Is Geely's path to robotics now smooth sailing?

An interesting detail is that after OneStar Robotics dissolved, its much-watched technical team was not directly incorporated into Qianli Technology. They were given other choices, including following their original CTO to start a new venture, or seeking new opportunities.

Notably, Qianli Technology's current core business focus remains in intelligent driving, and its robotics business planning is still at an early stage, with no large-scale hiring in the short term.

This creates an interesting situation: Li Shufu has cleared the track for his chosen future champion, but this athlete seems not yet fully prepared to enter the new robotics arena. The consolidation of OneStar seems more like an early strategic positioning move, willing to end a currently promising project to ensure long-term unification of strategy.

Li Shufu has made bold moves to reshape the map, setting the future compass of the robotics business toward Qianli Technology. But for Qianli, the real story of stepping up in robotics may still need some time to begin.

Geely's AI ambitions continue, only now the road to that dream of a robotics empire, due to this resolute consolidation, has become tinged with more waiting and suspense.

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