深圳马年首家百亿独角兽来了

市场资讯02-24

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（来源：21世纪经济报道）21世纪经济报道记者吴佳楠深圳报道近日，通用智能机器人企业智平方宣布完成B轮融资，融资规模超10亿元人民币，公司估值正式超过百亿。继2025年半年内连续完成7轮数亿级融资后，智平方再获5轮重量级加注，一年累计完成12轮融资。如此高频且持续跃升的融资表现，智平方成为当前全球融资节奏最快的具身智能...

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深圳报道近日，通用智能机器人企业智平方宣布完成B轮融资，融资规模超10亿元人民币，公司估值正式超过百亿。继2025年半年内连续完成7轮数亿级融资后，智平方再获5轮重量级加注，一年累计完成12轮融资。如此高频且持续跃升的融资表现，智平方成为当前全球融资节奏最快的具身智能...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2026-02-24/doc-inhnwvwq8945893.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861220033.SGD","symbol_name":"Blackrock Next Generation Technology A2 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深圳报道近日，通用智能机器人企业智平方宣布完成B轮融资，融资规模超10亿元人民币，公司估值正式超过百亿。继2025年半年内连续完成7轮数亿级融资后，智平方再获5轮重量级加注，一年累计完成12轮融资。如此高频且持续跃升的融资表现，智平方成为当前全球融资节奏最快的具身智能企业。同时，这是深圳2026年开年以来首个新晋的百亿估值具身智能独角兽，智平方也成为当前深圳未上市具身智能企业中估值量级最高的企业之一。顶级资本集体押注具身智能成为当下最火热的投融资赛道之一。据中国信息通信研究院联合清华大学电子工程系发布的《具身智能发展报告(2025年)》，截至2025年12月，我国具身智能和机器人领域投资事件数达744起，融资总额735.43亿元。公开资料显示，2025年下半年以来，星海图、逐际动力、乐聚机器人、星动纪元、众擎等公司均达成了单笔10亿人民币的融资，目前智元、云深处、星海图、银河通用等几家公司估值超过百亿元。智平方此次投资阵容豪华，横跨互联网和AI巨头、头部央企、特斯拉生态链龙头、场景战略合作伙伴、“深口袋”PE基金、头部券商系及地方基金，老股东持续加注，投资方包括百度战投、中车资本、特斯拉生态链上市龙头企业、沄柏资本、国泰海通以及地方基金等。资本端上，百度作为中国互联网和AI巨头，长期耕耘深度学习、大模型与基础算法架构。中国中车是中国自主原创高端装备的代表，在长期发展中积淀了极其丰富的制造场景。智平方表示，中车资本此次布局具身机器人整机赛道，不仅意味着智平方已进入央企资本的核心视野，更在于双方天然的生态协同关系。中车拥有海量高端制造场景与深厚的制造积累，智平方则具备生产力型通用智能机器人的核心能力，二者互为上下游。中车内部庞大的制造体系，正成为智平方机器人理想的试验场。产业端则引入宇信科技、森麒麟等深耕各自领域的场景战略合作伙伴，强化系统级集成能力与商业化场景协同。这一组合，使智平方在技术研发、资本支持与产业落地三端形成闭环。智平方表示，本轮系列资金将重点用于保持GOVLA具身大模型能力的最强领先。在此基础上，驱动AlphaBot（爱宝）系列机器人产品迭代与产线扩容，进一步夯实公司在模型、硬件、场景三位一体体系上的领先优势。“特斯拉基因”凸显持续加注、融资火爆的背后，是投资人在智平方身上看到的鲜明“特斯拉基因”，“中国版特斯拉机器人团队”成为资本市场内部对智平方最直接的评价。与特斯拉相同，智平方是行业稀缺的生产力型通用智能机器人研发、生产与服务提供商，聚焦生产力型通用智能机器人这一颠覆性的智能终端品类。端到端的思考最早由自动驾驶行业提出，智平方是首家将该理念从自动驾驶领域引入人形机器人赛道的企业，团队自公司成立就坚持端到端大模型的技术范式。在2023年初，全球创业团队仅有特斯拉机器人与智平方选择了这条鲜有人走的技术路线。当前，具身智能的核心竞争，在于大模型的原创能力与持续迭代效率。2024年6月，公司发布并开源创业公司中首个VLA模型GOVLA 0.0（RoboMamba），在模型规模仅为谷歌同类模型1/20的情况下，性能提升超过80%。2025年6月，智平方进一步推出快慢系统深度融合的最强开源模型GOVLA 0.5，重新定义了机器人“又快又聪明”的可能性。除AI原创力外，智平方还完整经历了多轮智能终端变革与大规模量产，积累了业内稀缺的硬件量产经验，使得公司能够像特斯拉一样深刻理解供应链与生态体系，高度重视量产与工艺。在硬件层面，智平方围绕GOVLA打造AlphaBot系列机器人，不到两年完成三次迭代，最新款AlphaBot 2采用轮式双臂结构，核心部件无故障运行时间超过5万小时，达到工业级可靠性标准。2025年9月，智平方自建产线启动后，迅速完成产能爬坡，当年12月即实现单月百台级真实交付。目前该产线已具备年产千台能力，并计划在2026年扩产至万台规模。据了解，目前智平方的机器人产品已在新零售场景应用，2025年底推出全球首个模块化具身智能服务空间“智魔方”，已在北京、深圳等多地常态化运营。机器人日均工作超10小时，制作数百杯咖啡与冰淇淋，全程自主零失误。未来三年，公司计划落地1000个智魔方，开辟工业之外的新增量曲线。同时，智平方产品已深入汽车、生物科技及半导体面板显示等高端场景，执行分拣、转运、贴标等任务。其中，与全球第三大面板厂商惠科签订的3年1000台订单，被摩根士坦利认定为该领域全球最大单一订单，验证了国产大模型在复杂工业环境下的稳定性。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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; 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