一年融12轮，估值破百亿！这家深圳独角兽凭什么让百度、中车同时押注？

Robo研究院03-04

公园里，一台叫AlphaBot 2的机器人正在“智魔方”里熟练地操作咖啡机。萃取、打奶泡、拉花，一气呵成。旁边排队买咖啡的市民不知道的是，这台会做咖啡的机器人背后，是一家估值已破百亿的独角兽企业。就在两周前，智平方宣布完成超10亿元B轮融资，投资人名单里写着百度、中国中车，还有一批特斯拉生态链企业。过去12个月，这家公司完成了12轮融资。这样的节奏，放在全球具身智能赛道里，也是独一份。从“能动的...

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Why does this Shenzhen unicorn let Baidu and CRRC bet at the same time?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89888":0.6,"601766":1.71,"09888":1.75,"01766":1.71,"BIDU":1.75},"content_text":"公园里，一台叫AlphaBot 2的机器人正在“智魔方”里熟练地操作咖啡机。萃取、打奶泡、拉花，一气呵成。旁边排队买咖啡的市民不知道的是，这台会做咖啡的机器人背后，是一家估值已破百亿的独角兽企业。就在两周前，智平方宣布完成超10亿元B轮融资，投资人名单里写着百度、中国中车，还有一批特斯拉生态链企业。过去12个月，这家公司完成了12轮融资。这样的节奏，放在全球具身智能赛道里，也是独一份。从“能动的机器”到“会想的机器人”智平方的核心产品叫AlphaBot 2，一个轮式双臂机器人。但它不是靠“手”吃饭的，而是靠“脑子”。这个“脑子”叫GOVLA，是智平方自研的全域全身VLA大模型。VLA是啥？Vision-Language-Action，视觉-语言-动作。简单说，它让机器人不仅能“看见”“听懂”，还能自己决定“怎么做”。你对机器人说“帮我做杯拿铁”。传统机器人可能需要你把它精准地停在咖啡机前，每一步操作都提前编程。但AlphaBot 2不一样。它会自己导航到咖啡机前，观察杯子在哪、咖啡豆还剩多少，然后规划手臂的运动轨迹——全程自主完成。这就是GOVLA的厉害之处。它采用了“快慢双系统”架构：慢系统负责理解指令和场景逻辑，快系统负责毫秒级的动作执行。一个负责思考，一个负责行动。这个“大脑”有多强？2024年6月，智平方开源了创业公司中首个VLA模型。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%。连摩根士丹利都把智平方列为基础大模型的关键厂商之一。从实验室到真实场景：惠科的5亿大单技术再牛，落不了地也是白搭。智平方最让人意外的，是它的商业化速度。2025年，智平方拿下了全球第三大半导体面板制造商惠科的订单：3年供应超1000台机器人，订单金额近5亿元。这个订单被摩根士丹利认定为“全球生产力型机器人最大的单一订单”。惠科不是一般客户。半导体面板制造对环境洁净度、设备稳定性要求极高。能在这样的场景里规模化落地，本身就是对产品最好的背书。除了惠科，智平方的产品已经在东风柳汽、晶能微电子、华熙生物等多家头部企业跑了起来。汽车制造、生物科技、半导体——全是硬骨头。AlphaBot 2的核心部件达到了5万小时无故障运行，这个指标不是实验室测出来的，是在客户车间里一天天跑出来的。2025年9月，智平方的自有产线投产，目前具备年产千台能力。2026年，这个数字要扩到年产万台。“智魔方”开进公园和商场如果说服务工业客户是智平方的B面，那它的A面，正在走进普通人的生活。2025年底，智平方推出了“智魔方”——一个由AlphaBot 2机器人提供核心服务的智能终端。外观上像个透明的玻璃房。里面，AlphaBot 2操作着咖啡机、冰淇淋机，从取材料到制作到送餐，全程独立完成。2026年初，“智魔方”陆续在北京朝阳公园、深圳万象城、深圳人才公园落地。各店机器人日均稳定制作咖啡与冰淇淋超200杯，累计服务市民超万人次。资本为什么疯狂押注？回到开头那个问题：智平方凭什么吸引百度、中车、特斯拉生态链企业同时下注？第一，赛道对了。具身智能被普遍认为是AI的下一波浪潮。第二，团队靠谱。创始人郭彦东博士曾在微软美国总部核心AI团队任职，担任过小鹏汽车和OPPO的首席科学家。核心成员来自微软、谷歌、清华、北大。第三，节奏感好。一年12轮融资，不是靠烧钱换来的。每一轮背后都有明确里程碑：产品发布、拿下大客户、产线投产、智魔方落地。第四，股东结构多元。百度代表产业资本，中国中车代表高端制造，特斯拉生态链企业代表产业协同。既有钱，也有资源，更有场景。百亿估值之后当然，百亿估值只是起点。摆在智平方面前的挑战不小。年产万台的目标，意味着供应链管理、品控、售后服务体系都要跟得上。工业场景和商业场景的逻辑完全不同，如何在两个赛道同时发力，考验团队的组织能力。具身智能这条赛道越来越挤。大厂在布局，创业公司在狂奔，海外同行也在追赶。不过，至少从目前的节奏来看，智平方没有掉链子的迹象。深圳人才公园的“智魔方”里，AlphaBot 2还在不停地做咖啡。它不知道自己的身价已经涨到百亿，也不知道资本市场的喧嚣。它只知道，每天有几百个人等着喝它做的拿铁。这或许才是技术最有魅力的地方：当所有人都在谈论概念、估值的时候，它只是安静地站在那里，把一杯杯咖啡递到普通人手里。本文由“Robo机器人”原创。我们专注于为机器人及智能制造领域提供有深度、可落地的趋势解读与品牌叙事服务。欢迎关注，或与我们探讨您的独特故事。","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,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","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/2616532622","isCrawlerRequest":true}