国内具身智能商业化谁在领跑？智平方获10亿融资，凭“生产力”底牌重塑赛道准心

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马年开年，具身智能赛道迎来重磅消息：深圳首个百亿级具身智能独角兽——智平方（AI² Robotics）正式官宣完成B轮系列融资，总规模超10亿元人民币。本轮投资方阵容堪称“全明星”：百度战投、中车资本、多家特斯拉生态链龙头企业、沄柏资本、国泰海通等顶级资本集结。这份跨越AI巨头、头部央企产业资本及特斯拉生态链龙头的名单，释放出一个清晰信号：具身智能的较量已从“实验室参数”转向“物理世界生产力”。而...

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Smart Square received 1 billion in financing, reshaping the accuracy of the track with its \"productivity\" card","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLS":0.6,"TSLR":0.6,"TSYY":0.6,"TESL":0.6,"TSLW":0.6,"TSLT":0.6,"TSLY":0.6,"TSDD":0.6,"TSLA":0.9,"TEST":0.6,"CRSH":0.6,"TSLZ":0.6,"TSLG":0.6,"TSLQ":0.6,"TSII":0.6,"TSL":0.6,"07766":0.6,"TSLI":0.6,"TSLP":0.6,"TSLO":0.6,"TLA":0.6},"content_text":"马年开年，具身智能赛道迎来重磅消息：深圳首个百亿级具身智能独角兽——智平方（AI² Robotics）正式官宣完成B轮系列融资，总规模超10亿元人民币。本轮投资方阵容堪称“全明星”：百度战投、中车资本、多家特斯拉生态链龙头企业、沄柏资本、国泰海通等顶级资本集结。这份跨越AI巨头、头部央企产业资本及特斯拉生态链龙头的名单，释放出一个清晰信号：具身智能的较量已从“实验室参数”转向“物理世界生产力”。而在投资人眼中，智平方之所以能一年内完成12轮融资，核心在于其稀缺性——它与特斯拉站在了同一技术范式的维度上。一、为什么智平方是“最像特斯拉”的具身智能标杆？在全球机器人版图中，特斯拉Optimus是兼具AI算法原创性与硬件规模化量产能力的坐标系。而在中国，智平方凭借“全栈闭环”在竞争中呈现出鲜明的领先性：1. 技术范式的高度一致（端到端大模型）范式选择： 智平方自2023年初成立起，就坚定选择了端到端VLA大模型技术路线。在当时，全球范围内仅有特斯拉机器人与智平方选择了端到端大模型这条鲜有人走、但决定了通用智能长期上限的路线，即通过数据驱动而非传统的“规则编程”来实现智能。底层自研： 两者都坚信端到端模型是通向通用智能（AGI）的终极路径。智平方原创研发了全域全身具身大模型 GOVLA，并推出了在权威评测中超越国际标杆π0达 30% 的 FiS-VLA （GOVLA 0.5）模型，其 117.7 Hz 的超高控制频率重新定义了机器人的响应极限。2. 业内稀缺的“制造基因”与量产体系创始团队履历： 创始人郭彦东博士被誉为“AI+智能硬件”专家，曾主导数亿台智能终端（OPPO手机、小鹏汽车、微软系统）的量产与研发。这种“算法创新+终端量产”的复合背景与特斯拉极其相似，使其能够深刻理解供应链与量产工艺。规模化交付能力： 与许多停留在“实验室演示”阶段的创企不同，智平方已搭建起面向规模交付的制造体系，拥有自有产线且具备年产千台、每月出货超百台的工业化能力。其核心零部件拥有 50,000 小时无故障设计，真正将机器人视为“生产力终端”。3. 特斯拉生态链的“组团”认可资本背书： 在智平方的融资过程中，多家特斯拉生态链龙头企业“组团入局”。这些企业基于对技术路径和量产体系的专业判断，认为智平方是目前中国最接近特斯拉基因的公司。这种来自生态链上游的共同押注，被视为对其“中国版特斯拉”身份的最强注脚。4. 商业化路径：从生产力到家庭落地策略： 智平方与特斯拉 Optimus 的发展逻辑一致，均选择从工业场景（生产力）切入，通过解决非标、复杂任务积累真实数据，最终目标是走向家庭服务。生产力闭环： 智平方构建了全球唯一的“模型 × 硬件 × 场景”全栈闭环。它提出的“正反金字塔”数据观，通过真实场景回流数据反哺模型迭代，形成了越用越聪明的“生产力飞轮”，这与特斯拉 FSD 的进化逻辑如出一辙。5. 极致的技术指标与学术领先智平方是全球最早专注 VLA 研发的创企，甚至比硅谷标杆 Figure AI 还早一年。其团队拥有 5 位斯坦福全球前 2% 科学家，持续在顶级会议（如 NeurIPS）发表论文，并获得了图灵奖得主 Yann LeCun 的关注与点赞，展现了与特斯拉同级的原创创新力。二、技术范式分野，谁是在领跑中国具身智能第一梯队？在百亿估值门槛之上，中国具身智能市场已形成由智平方、智元、宇树构成的第一梯队。但三者在实现生产力的路径上呈现出明显的差异化：智平方的独特性在于，它摆脱了单纯算法公司的局限，构建了“模型×硬件×场景”三位一体的全栈闭环，真正将机器人视为“生产力终端”而非实验品。三、拒绝伪落地，智平方用“千台大单”交出商业价值答卷2026年是具身智能从“炫技表演”转向“生产力兑现”的分水岭。智平方通过一系列硬核动作，确立了商业化领先地位：全球最大单一订单的“含金量”：2025年9月，智平方与全球第三大面板厂惠科（HKC）签订了3年1000台、金额接近5亿元的订单。摩根士丹利认定其为全球生产力型机器人最大的单笔订单，这直接证明了其机器人在高精密半导体环境中的稳定性。从“展品”到“常态化服务”：不同于春晚舞台上的短期表演，智平方的“智魔方”已在北京、深圳、上海等多城常态化运营。机器人每日持续工作10小时以上，保持全程自主0失误，证明了通用机器人是“可用的服务”而非“可看的展品”。多场景的规模化复制：旗下机器人爱宝（AlphaBot）已在汽车制造、半导体、生物科技、公共服务、新零售等场景实现常态化作业。同时，中车资本的入局，预示着智平方将进一步切入高铁、地铁等大型装备的柔性装配场景。越用越聪明的数据飞轮：通过“正反金字塔”数据观，智平方利用真实场景回流数据反哺模型。创始人郭彦东博士指出：“谁的机器人能从真实劳动中获得更多数据，谁就能筑起竞争壁垒。”结语：真正的头部玩家需要跳出依靠资本“输血”支撑的循环，最终走向企业存活的核心命脉——实际生产力。2026年的中国具身智能赛道，较量已从“会跳舞”升级为“会干活”。智平方凭借最像特斯拉的技术底色、领先的基础模型实力以及硬核的商业闭环，正在重新定义这场排位赛的终局标准。","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":0,"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":"4.36.2","shortVersion":"4.36.2","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/2614720276","isCrawlerRequest":true}