VC/PE周报｜外资巨头平台化布局中国新能源，宁德时代领投物理AI公司

每日经济新闻09-15

近日，产业资本与长期资本在一级市场同步加码。募资端，博枫中国新能源基金首轮募集预期超120亿元，新华保险出资40亿元参与，外资对中国新能源的配置正走向平台化；珀莱雅出资1亿元做LP，头部美妆企业“品牌运营+产业投资”双轮模式进一步明确。　　投资端，宁德时代领投物理AI企业深度智控数亿元B+轮融资，阿美投资跟投，能源巨头联手布局物理AI的信号明确；具身智能赛道热度不减，超维动力天使轮系列融资超5亿元...

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Companies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300750":1.92,"601336":1.87,"603605":1.9,"CXSE":0.6,"EVS.SI":0.6,"LIT":0.6,"03750":1.92,"01336":1.87},"content_text":"近日，产业资本与长期资本在一级市场同步加码。募资端，博枫中国新能源基金首轮募集预期超120亿元，新华保险出资40亿元参与，外资对中国新能源的配置正走向平台化；珀莱雅出资1亿元做LP，头部美妆企业“品牌运营+产业投资”双轮模式进一步明确。　　投资端，宁德时代领投物理AI企业深度智控数亿元B+轮融资，阿美投资跟投，能源巨头联手布局物理AI的信号明确；具身智能赛道热度不减，超维动力天使轮系列融资超5亿元；小雨智造获投数亿元。　　博枫中国新能源基金宣布募资　　日前，博枫宣布旗下专注于中国能源转型领域投资的博枫中国新能源基金首轮募集预期规模超120亿元人民币，新华保险投资40亿元参与其中。据介绍，博枫中国新能源基金将是博枫首只专注于中国市场的人民币能源基金，将投资于运营期的风电、光伏及储能资产。　　博枫能源亚太区负责人兼博枫中国负责人程敬尧表示，中国是全球规模最大、增长最快的新能源市场，在推动全球能源转型进程中发挥着关键作用。当前，机构投资者对能源转型领域的资产配置需求持续增长，尤其是通过与具备成熟经验的管理人合作，并依托能够提供稳定性、韧性和长期现金流特征的投资策略，参与这一领域的投资。　　博枫于2013年在中国设立首个办公室，目前在华资产管理规模已达人民币1600亿元。该基金交割仍需满足标准交割条件并获得相关批准。　　点评：博枫中国新能源基金的落地，标志着外资机构对中国新能源市场的参与正从项目层面的零星投资，进入平台化、基金化的系统性配置阶段。保险资金的长期属性与新能源基础设施资产期限长、现金流稳定的特征高度契合。对新华保险而言，此次出资既是绿色金融的实践，也是优化资产配置、获取长期稳定回报的途径。　　珀莱雅出资1亿做LP　　日前，珀莱雅化妆品股份有限公司发布公告，其全资子公司珀莱雅（海南）投资有限公司拟出资人民币1亿元，认购宁波智兴悦恒创业投资合伙企业（有限合伙）的有限合伙份额。该基金目标认缴出资总额为人民币31亿元，首次认缴出资总额为9.201亿元，存续期7年，上海正心谷投资管理有限公司担任普通合伙人、执行事务合伙人及基金管理人，截至公告日，基金已完成设立登记，但尚未完成中国证券投资基金业协会私募基金备案，仍处于募集期。　　珀莱雅在公告中表示，此次认购旨在借助合作方的专业投资管理经验和投后价值提升能力，寻求科技制造、生物医药、科技、消费等领域的发展机会，丰富公司的外延增长渠道和创新探索。正心谷在消费和美妆领域已有积累，曾参与完美日记融资，并作为基石投资者参与毛戈平、林清轩的港股IPO。　　点评：珀莱雅的这一动作并非孤立。2025年以来，产业资本在化妆品投融资中的主导地位显著增强，国际CVC也在加速本土化。这意味着头部美妆企业正在从单纯的品牌运营者，向“品牌运营+产业投资”的双轮模式演进。　　宁德时代联手阿美投资布局物理AI　　近日，物理AI企业深度智控（DeepCtrls）宣布完成新一轮B+轮数亿元融资。本轮融资由宁德时代领投，阿美投资(Aramco Ventures)、太平创新投资、广发信德、复星创富跟投，源码资本、光远资本等老股东持续追加。　　深度智控创始人兼CEO李辉认为，AI发展的下半场，正从数字世界的“会思考”，转向物理世界的“会控制”，谁能实现对真实物理世界的自主优化决策与闭环控制，谁就能掌握AI长远发展的主动权。算力与能源是AI发展的两大关键基础设施，深度智控以物理AI引擎为核心，打造算力与能源基础设施的AI大脑，推动算力、电力、冷却与能源系统迈向自主智能。　　点评：此轮融资标志着产业资本对物理AI的研判，正从“值得关注”转向“必须占位”。宁德时代所谋求的是算电协同的智能中枢，阿美投资所寻求的是能源转型的技术支点；而深度智控所获得的不仅是资金，更是自中国延伸至中东的全球化落地通道。物理AI的竞争，正由技术叙事阶段迈入产业资源整合阶段——唯有将技术、场景、资本与全球市场有效贯通者，方能真正持有下一轮基础设施级机遇的入场券。　　超维动力融资超5亿　　近日，超维动力（Kinetix AI）完成超5亿元人民币天使+轮系列融资，由祥峰资本、方广资本、万石资本等加注，华兴资本担任独家财务顾问。　　超维动力成立于2025年9月，是一家全栈具身智能大模型公司，聚焦于将人类操作与动作经验转化为机器人能力。公司已发布原生具身大模型、多模态无本体（Multimodal-Human-Ego-Centric）数据采集软硬件解决方案、具身智能AI Infra平台、超高拟人通用人形机器人本体KAIBot，以及高自由度灵巧手KAI Hand等产品。　　点评：这笔融资契合了当前资本从纯硬件本体向“数据闭环、具身模型”等硬核技术环节迁移的趋势。祥峰资本、方广资本等机构押注的是“数据—模型—本体”全栈闭环所可能形成的持续学习飞轮。　　智能眼镜品牌影目科技宣布融资　　日前，智能眼镜品牌影目科技宣布完成C3轮融资，由四川振兴科创基金领投，静安资本、市北高新、广州产投、四川中试、眉山中试及东坡国投跟投，C轮累计融资金额近10亿元。　　影目科技成立于2020年底，是国内最早进入消费级市场的智能眼镜品牌之一。面向影音娱乐、商务办公场景，公司推出了INMO AIR3、INMO GO3等产品。目前，影目科技已正式启动上市筹备工作。　　点评：领投方四川振兴科创基金，以及静安资本、市北高新、广州产投、四川中试等跟投方，几乎都是地方国资背景的产业资本。这并非纯粹的财务投资，而是区域产业布局的卡位行为。由此，影目形成了“成都制造 + 上海研发与品牌”的双核结构。国资的选择，不单是押注一家公司，更是在押注两座城市在AI硬件产业链上的不同功能定位。　　小雨智造融资数亿元　　近日，小雨智造宣布已完成数亿元B3轮融资，投资方包括Blooming Star、新加坡Kamet Capital和国科盈峰基金。这是小雨智造在2026年内完成的第三轮融资。　　小雨智造成立于2023年2月，公司创始人曾是小米初创成员之一，小雨智造以“一脑多形”技术路线为核心——以一个通用大脑，适配焊接、打磨、精密装配、巡检等多种形态的机器人，公司聚焦智能焊接场景，目前发布了业内首款工业具身智能焊接机器人“小雨未来机器人”。　　点评：从投资方的视角看，其押注的并非又一个焊接机器人或通用人形叙事，而是通用具身大脑在工业非标场景中跑通商业闭环的能力：焊接市场渗透率低、客户付费意愿强，天然适合作为具身智能落地的切口；而年内三轮融资、产业资本与国际资本接力加注，也进一步表明资方更看重的是场景确定性、订单兑现能力与数据飞轮效应，而非宏大的人形机器人故事。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"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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