2026首笔具身智能融资诞生！智元投了，小米铁蛋前负责人！

卓乎01-06

2026年刚开年，具身智能赛道就迎来首笔公开大额投资！打响2026年亿元级具身智能融资第一枪1月4日，具身智能全产业链企业——智身科技（GENISOM AI）宣布，近日连续多轮融资，累计金额达数亿元，成为今年具身领域首个亿元级融资案例！本轮融资由国内头部具身智能公司“智元机器人”，以及贵安鲲鹏基金，金马游乐、柯力股份、豪鹏科技等产业资本及上下游合作伙伴投资。智身科技称，本轮融资将用于加速产品规模化...

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Zhiyuan voted, the former head of Xiaomi Iron Egg!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"XIACY":1.87,"01810":1.87,"MIUmain":0.6},"content_text":"2026年刚开年，具身智能赛道就迎来首笔公开大额投资！打响2026年亿元级具身智能融资第一枪1月4日，具身智能全产业链企业——智身科技（GENISOM AI）宣布，近日连续多轮融资，累计金额达数亿元，成为今年具身领域首个亿元级融资案例！本轮融资由国内头部具身智能公司“智元机器人”，以及贵安鲲鹏基金，金马游乐、柯力股份、豪鹏科技等产业资本及上下游合作伙伴投资。智身科技称，本轮融资将用于加速产品规模化落地与生态建设，重点投向现有主力产品的量产推广、新产品矩阵拓展、渠道体系强化、供应链建设以及合作伙伴赋能升级，以推动具身智能技术在多元场景中的规模化应用。智身科技产品矩阵，已量产交付5000台机器人开年就获得了头部及众多上下游资本的加注，智身科技核心竞争力在从哪里来？智身科技（北京）有限公司，成立于2023年12月8日，是一家具身智能全产业链布局的企业，覆盖具身智能的核心部件研发、整机制造到场景化落地全流程。同时，公司正布局出行服务与家庭陪伴等创新场景，致力于构建覆盖多领域的智能机器人生态体系，推动“人机协同” 的未来场景加速落地。公司产品矩阵，涵盖人形机器人和四足机器人，目前产品主力为四足系列——钢镚L1、铜锤M1。截至2025年12月底，智身科技已完成里程碑时刻——量产交付5000台机器人，并已在安防巡逻、电力巡检、应急救援等领域实现规模化应用。从产品正式量产至达成这一目标，智身科技仅用时六个月，刷新具身智能速度！产品详解及应用：铜锤L1曾超宇树夺得机器人比赛冠军其中“铜锤M1”是行业首款轻体型、高负载、全防护网足机器人，自重35kg，负载自重比接近1:1，拥有IP67防护等级及-20℃~55℃工作温域，适用于电力、消防等重载、高要求场景，已实现“首发即量产”。2025年12月31日，稚晖君官宣的个人机器人智元Q1，联动的四足机器人就是铜锤M1”。旗下“钢镚L1”，则更为轻便，自重仅15kg，专为安防、巡检等中轻载场景设计。在去年（2025年）10月举行的杭州IROS2025四足机器人挑战赛中，曼彻斯特大学战队使用该产品首次参赛便斩获冠军。值得一提的是，其他参赛队伍的比赛用机均来自宇树科技产品。赛后，不少人也将智身科技称为具身智能“黑马”。实际应用场景方面，在电力巡检领域，神舟二十一号发射现场，智身旗下的四足机器人就在酒泉卫星发射中心承担电力巡检任务，实现了无人化、智能化运维；在消防领域，智身已携手合作伙伴打造了消防救援应用解决方案，实现四足机器人与无人机地空协同作战；在商业文娱领域，智身还打造了“钢镚大冲关”亲子娱乐项目，已落地全国多座商圈。核心优势，自研关节模组与开源平台尤为值得关注的是，这两款产品均采用其全栈自研的一体化关节模组，且目前已达成千台级月产能，实现了规模化应用，不仅自用，也向生态伙伴开放供应。另外，在软件与工具链层面，智身科技还推出并全面开源了MATRiX仿真平台，该平台集成场景构建、仿真调试于一体，解决了从虚拟仿真到真实部署过程中的成本高、效率低、数据迭代难等问题。快速量产化能力（包括关节模组等）以及场景的落地运用等能力，也是智元等公司和机构看中智身科技的很大部分原因。团队基石，联创曾为小米“铁蛋” 机器狗产品负责人核心团队决定了公司整体风格和方向。能在快速时间就实现规模化量产，源于这支团队的务实性。智身科技联合创始人，技术产品落地的主要负责人，刘宇龙曾担任小米“铁蛋” 机器狗项目的产品负责人，主导实现了中国四足机器人首次规模化量产。“我们不做炫技的玩具，只做解决问题的答案。通过 AI 强化学习与模块化设计，将实验室前沿技术转化为真实场景中的可靠解决方案”。去年11月，刘宇龙在接受具身研习社对话采访时表示。2026具身智能从“概念”走向“落地”至于为何选择已有很多成熟产品的机器狗入手，刘宇龙也明确表示：“机器狗的核心是全地形智能移动平台，当前最实际的发展方向是行业应用。”不同于消费级产品对“情绪价值”的追求，行业用户的核心诉求聚焦于工程化难题的解决。虽然，宇树科技已占据全球近七成分额的科研教育市场；云深处等企业深耕的特种作业领域（如安防巡逻、电力巡检、应急救援）。但刘宇龙也指出，这两个场景当前均面临“需求持续增长，现有产品亟待升级”的关键机遇。以其目前重点布局的特种作业领域来看，即便已有先行者布局，但行业仍处于初步阶段，远未满足全行业需求。2025年被视为机器人技术突破与量产落地的关键节点，而2026年则被业内视为具身智能从“概念”走向“落地”的关键年，资本更看重能真正解决产业痛点的硬实力。智身科技也明确称，本次融资标志着市场对其量产能力、技术纵深与生态战略的认可。在机器人行业进入深化整合、具身智能亟需规模化落地的当下，智身科技凭借其从核心部件、整机产品到开源平台的全栈能力，正逐步成长为推动人机共存时代到来的重要赋能者。参考资料：[1]智身科技完成数亿元连续融资，加速具身智能规模化落地与生态构建[2]智元领投+产业资本疯抢！这家企业斩获2026具身智能首笔数亿融资，凭什么？[3]小米铁蛋前负责人掌舵，北京创企拿下开年首笔数亿元融资，智元投了[4]专访智身科技刘宇龙：错位竞争背后的产品逻辑注：卓乎是一家服务于高科技赛道的新媒体品牌，提供硬科技行业资讯和岗位招聘信息，欢迎咨询和简历投递：|数字芯片芯片规划/生态类|模拟与射频设计类芯片验证/质量/硬件/职能/中后端/汽车电子|芯片软件/算法/测试/渠道营销 智能制造/力学/EDA设计/产研等大模型/人工智能存算一体与系统架构数字能源/新能源 存算一体 (1)光通信和服务器存储 大模型/算法（1）网络/架构/营销销售类 大模型/算法 (2)","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.37.0","shortVersion":"4.37.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2601891060","isCrawlerRequest":true}