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杨浩涌投资师弟狂赚33倍!阿童木机器人赴港IPO,新业务“钱途”不明
Xin Lang Cai Jing· 2026-02-14 14:24
Group 1 - The core focus of the article is on the rapid development and commercialization of humanoid robots, with a specific emphasis on the IPO journey of Tianjin Atongmu Robot Co., Ltd. [2][3][33] - The company has established itself as a leader in the domestic parallel robot market, holding the top market share for five consecutive years [3][10][29]. - The article highlights the challenges faced by the company, including profitability stability, cash flow pressures, and competition in new business areas [3][33][29]. Group 2 - The founder, Liu Songtao, has successfully led the company through seven rounds of financing over ten years, with significant backing from notable investors [6][36][37]. - The company’s valuation has increased dramatically, from approximately 12 million RMB in 2015 to 2.5 billion RMB by 2025, reflecting over 208 times growth [7][36]. - Liu Songtao and co-founder Song Tao hold significant shares, controlling a combined voting power of 33.99% [9][38]. Group 3 - The core business of Atongmu Robot is parallel robots, which are widely used in various production lines, and the company has become the top domestic brand in this segment [10][41]. - The revenue from parallel robots accounted for 64.2%, 52.1%, and 52% of total revenue in 2023, 2024, and the first nine months of 2025, respectively [12][41]. - The company is expanding its product line, introducing heavy-duty collaborative robots in 2023, high-speed SCARA robots in 2024, and plans to enter the embodied intelligent robot market in 2025 [10][39][43]. Group 4 - The company has faced challenges with new product lines, such as heavy-duty and high-speed SCARA robots, which have shown negative gross margins [17][23]. - The overall gross margin has improved, reaching 28.9% in 2025, but new product lines are struggling to contribute positively to profitability [16][19]. - The company has been operating with negative cash flow from operations, indicating challenges in self-sustaining financial health [20][21]. Group 5 - The company is pursuing a strategy that includes the development of space robots and smart cleaning robots, although these markets are highly competitive and uncertain [24][26][27]. - The company plans to allocate part of its IPO proceeds to support the research and early commercialization of space robots, but the potential returns remain uncertain [27][29]. - The article emphasizes the need for the company to validate its self-sustaining capabilities in the market amidst ongoing cash flow issues and competitive pressures [29].
人形机器人上岗打工,进影院卖爆米花
在广州海心沙全空间智能体验中心,前来参加APEC"中国年"首场正式活动的百余位政府官员,被现场 演示自主售卖爆米花的人形机器人所吸引,他们一边驻足参观,一边交流问询,深度了解中国科技创新 的最新成果。 上述机器人来自深圳越疆科技,正是年初火爆全网的越疆全自主人形机器人Atom。彼时,Atom进驻深 圳电影院,在无人辅助情况下,每日连续工作14个小时,实现日销爆米花1000杯、单日营收突破2万元 的业绩。 这是全球首例在复杂商业环境中,全自主运营的技术突破与应用落地,展现了该款机器人自身成熟的技 术实力与商业化落地方面的初步成果。 接下来则是量产。在参与APEC"中国年"活动展演前夕,越疆正式启动第三批全尺寸工业人形机器人 Atom的量产交付,开始奔赴更广阔、更真实的产业前线。 "对我们而言,量产绝非简单的数量叠加。行业的共识日益清晰,机器人的终极价值在于成为务实的生 产力工具。量产能力是区分'实验室概念'与'工业化产品'的最关键标尺。"越疆科技市场总监谢凯旋告诉 南方财经记者。 在我国"十五五"规划建议中,具身智能被列为未来产业的核心。站在从技术突破到产业爆发的关键窗 口,以越疆为代表的广东机器人企业,正在致 ...
机器人“入职”商场当导购!科技点亮新春购物体验
Sou Hu Cai Jing· 2026-02-14 13:36
记者了解到,这批刚"上岗"的机器人,可不只是"书法达人",更是市民备年货的"好帮手"。它们搭载了先进的语音交互和智能导航系统,既能根据消费者的 需求,精准列出详细的年货购物清单,还能提供一对一专属导购服务,全程陪伴市民采购并智能规划最优路线,帮大家省去了反复奔波、四处寻找商品的麻 烦。除此之外,机器人还能直接帮助消费者提取年货、帮忙下单、跟随购物等,全程"贴心陪伴",让购物变得既轻松又省心。 (央视财经《天下财经》)今年,在上海,具身智能机器人悄然走进商场,为顾客写福字、提供购物服务,为传统年味注入了浓浓的科技感。 在上海的一家大型复合型商业综合体内,这几天迎来了一批特殊的新助理——具身智能机器人,分布在商场的各个区域。可以看到,机器人正手持毛笔,一 笔一画,娴熟地为市民们书写专属的新春祝福,把传统书法与现代科技完美结合,让来往市民近距离感受到科技赋能下的别样年味。 这批刚上线的具身智能机器人助理,还具备语音交互、智能结算指引等功能,消费者挑选完商品后,机器人可以引导至就近的自助结算机,还能提醒各类新 春促销活动,全方位提升市民购物体验。 转载请注明央视财经 编辑:令文芳 ...
机器人“上岗”护航春运
Xin Hua She· 2026-02-14 13:01
Core Insights - The integration of AI robots in transportation hubs during the Spring Festival has enhanced passenger experience and operational efficiency [1][2][10] Group 1: AI Robots in Transportation - The AI robot named "Afu" has become a popular guide at Fuzhou South Station, responding to over a thousand inquiries since the start of the Spring Festival [2][10] - At Quanzhou Station, a robot dressed in traditional attire demonstrated calligraphy skills, showcasing the blend of cultural heritage and modern technology [4][7] - The presence of AI robots has garnered significant social media attention, with videos of their interactions receiving thousands of likes [2] Group 2: Operational Efficiency and Safety - Underwater robots are now used for inspecting bridge piers, significantly improving the safety inspection process by identifying over 200 potential hazards last year [8] - At Fuzhou South Depot, robots equipped with high-definition scanning technology enhance the efficiency of train maintenance, allowing for precise identification of issues [8][10] - The deployment of over 130 intelligent robots and drones by the railway department in Fujian during this Spring Festival indicates a strong commitment to technological advancement in transportation [10]
(新春走基层)春运身影:机器人乘务员带来旅途新体验
Xin Lang Cai Jing· 2026-02-14 12:22
中新网杭州2月14日电(王逸飞 徐子浩)"下一站到宁波了,宁波今天的天气怎么样?""多云转晴,气温4 至14℃,东北风3级"……在南京南开往温州南的G7511列车上,一位机器人乘务员的出现引起旅客们的 兴趣,纷纷与其握手,不少人也跟它聊了起来。 今年春运,这台名为"福兴"的机器人在铁路杭州客运段"西子号"列车"上岗",它可以解答铁路客运规 定,介绍到站天气、旅游景点等,还能与旅客进行互动,给春运中的归乡人带来旅途新体验。 "福兴"机 器人与旅客互动。吴君毅 摄 能够与旅客互动的"福兴",还是一个能够调节情绪的"高手"。中新网记者向它发问:"马上就是新年 了,能送个祝福吗"。"新年快乐,我一边唱一边给你跳个喜庆小舞。马年快乐,开心地转个圈。"说 完,"福兴"便开始转圈"起舞"。 列车上,带着孩子前往宁波的谭女士也与"福兴"进行了互动。"我们国家的科技越来越发达了,很期待 未来在各种场合都能看到机器人的身影。" 器人在高铁上"上班"。吴君毅 摄 "福兴"机 在列车车厢里,中新网记者看到,身高约1.3米、身着铁路制服的"福兴"步伐稳健,每进入一节车厢, 它会都会举手与旅客打招呼,在行进中遇到有想互动的旅客,"福兴" ...
「机器人+」融资、新品、订单……产业链上连环落子,智元的“华为式”赌局
Hua Xia Shi Bao· 2026-02-14 10:37
(石飞月 摄影) 本报(chinatimes.net.cn)记者石飞月 北京报道 融资、新品、订单……仅2月13日一天,智元就释放出一连串利好消息。但这些利好并不单属于智元自 己,它孵化的一众上下游"小弟"也跟着刷屏,机器人本体、机器人租赁、机器人数据等产业链上下游都 在冒泡。这家公司从一开始就没打算只做一锤子买卖,而是在下一盘大棋。 天眼查工商信息显示,截至目前,智元对外投资的公司(存续或在业)已达48家,其持股超50%的有10 家。这不是单纯造机器人,这是在打造一个属于智元的具身智能"宇宙"。在业内人士看来,智元有华为 的基因,现在走的也正是华为当年那条路——自己做产品,更要养生态。这条路走通了,没人挡得住, 但路上的坑,也一个不会少。 打造产业"宇宙" 2月13日,智元控股的觅蜂科技宣布完成数亿元种子轮与天使轮融资,由红杉中国领投,鼎晖VGC、BV 百度风投、云锋基金、慕华科创等顶级资本跟投,均普智能、灵初智能等产业机构同步参与;2月11 日,同样由智元控股的临界点(AGILINK)宣布完成新一轮数亿元融资,由头部互联网大厂领投,BV 百度风投、云锋基金等顶级资本参与,Synstellation Cap ...
智元机器人新专利公布,可提高机器人控制的精度
Qi Cha Cha· 2026-02-14 10:10
(原标题:智元机器人新专利公布,可提高机器人控制的精度) 企查查APP显示,近目,智元创新(上海)科技股份有限公司申请公布"机器人控制方法、模型训练方法、机器人、介质及产品"专利。 专利摘要显示,本公开涉及人工智能领域。方法包括:获取场景图像以及机器人控制指令;对场景图像以及机器人控制指令进行特征提取处理, 得到第一特征向量以及第二特征向量,第一特征向量为融合场景图像的特征以及机器人控制指令的特征的特征向量,第二特征向量为表征机器人 控制指令的特征向量;基于第一特征向量以及第二特征向量进行查询处理,得到与第二特征向量关联的关联持征向量;对关联持征向量进行动作 预测处理,得到机器人的目标动作;根据目标动作对机器人进行控制。本公开的方法可以提高机器人控制的精度。 相关ETF | 人工智能AIETF | (产品代码: 515070) | | --- | --- | | ★ 跟踪:中证人工智能主题指数 | | | 近五日涨跌:4.64% | | | 市盈率: 62.42倍 | | 资金流向: 最新份额为54.2亿份, 增加 了1200.0万份,净申赎 2419.0万元。 估值分位: 62.53% 机器人ETF (产品 ...
智元全新人形机器人远征A3发布,定位导览导购、文娱商演等场景
Bei Ke Cai Jing· 2026-02-14 08:37
新京报贝壳财经讯(记者韦博雅)2月13日,智元机器人正式发布全新一代全尺寸人形机器人远征A3。在宣传视频中,远征A3接连完成凌空飞踹、连续飞 踢、空中漫步、摸地旋风等高难度动作,展现在本体和运动控制算法方面的突破。智元介绍,远征A3系列定位于导览导购、文娱商演等高频人机互动场 景。 编辑 岳彩周 校对 柳宝庆 智元人形机器人远征A3。智元供图 ...
春晚机器人引爆具身智能赛道:魔法原子背后有这些上市公司!
Quan Jing Wang· 2026-02-14 07:32
Group 1 - The 2026 CCTV Spring Festival Gala will feature embodied intelligent robots, marking a significant technological highlight, with Magic Atom as the first strategic partner in this domain [1] - The strategic partnership between Lingyi Zhizhao and Magic Atom focuses on the embodied intelligence sector, emphasizing robot manufacturing services, production line expansion, and overseas business development [2] - Lingyi Zhizhao's nearly 20 years of experience in precision manufacturing for consumer electronics is being leveraged to support the embodied intelligence strategy, which includes a comprehensive capability from core component development to assembly and application [2] Group 2 - The collaboration between Lingyi Zhizhao and other companies like Green Harmony and Huichuan Technology forms a precision manufacturing ecosystem that supports Magic Atom's robot project for the Spring Festival Gala [3] - This ecosystem not only provides full-chain support for the Spring Festival performance but also enhances the competitiveness of China's embodied intelligence industry [3] - Lingyi Zhizhao is positioned as a core manufacturing platform, accelerating the transformation and large-scale implementation of technological achievements through deep collaboration with partners [3] Group 3 - The Spring Festival Gala is expected to catalyze opportunities in the embodied intelligence industry, with Magic Atom benefiting from increased attention and traffic [4] - Lingyi Zhizhao's precision manufacturing capabilities combined with Magic Atom's algorithms provide essential support for the deployment of robots across various sectors [4] - The establishment of a super factory in Beijing will ensure large-scale production capacity, facilitating the transition of embodied intelligence from laboratories to households [4] Group 4 - The robot performance at the Spring Festival Gala represents a milestone in the maturation of China's embodied intelligence industry, transitioning from concept to large-scale implementation [5] - The strategic cooperation between Lingyi Zhizhao and Magic Atom, along with the supporting precision manufacturing ecosystem, is driving this transformation [5] - Lingyi Zhizhao is anticipated to experience explosive growth in its embodied intelligence business in 2026, positioning itself as a key player in the global market [5]
初一至初七,租约全满!机器人租赁这个春节有点火
Nan Fang Du Shi Bao· 2026-02-14 07:15
Core Insights - The robot rental market experienced unprecedented consumer demand during the 2026 Spring Festival, with the rental platform Qingtian Rental achieving full bookings for its robot equipment over the seven-day holiday, marking a significant milestone for embodied intelligence technology entering the mass consumer market [2] - Qingtian Rental received over 1,000 orders related to the Spring Festival by February 12, with total orders expected to exceed 5,000, resulting in an estimated 80% month-over-month growth in overall GMV, setting a historical high for the robot rental industry during the Spring Festival [2] Order Growth and Market Dynamics - The order growth rate in the industry is showing a stepwise increase, with a 30% month-over-month growth in the two weeks leading up to the Spring Festival, expanding to 47% in the week before the holiday, and an expected growth of over 60% during the Spring Festival week, with a sustained high growth rate of around 50% post-holiday [4] - The core feature of this Spring Festival's robot rental market is a simultaneous increase in both volume and price, driven by Qingtian Rental's "999 yuan nationwide robot experience plan," which quickly tapped into standardized demand for scenarios like New Year greetings, proposals, and family interactions, accounting for 15% of total orders [4] Consumer Base and Geographic Expansion - Notably, 30% of the platform's rental users during the Spring Festival were first-time renters, indicating a shift in the consumer base from professional institutions to ordinary individuals [5] - Demand for robot rentals is expanding from core cities to a nationwide scale, with first-tier cities like Shanghai, Beijing, and Shenzhen remaining key markets for high-value and complex orders, while new first-tier cities such as Suzhou, Hangzhou, Chengdu, and Chongqing are showing significant order growth, alongside emerging third and fourth-tier cities [5] Supply Chain and Industry Challenges - Qingtian Rental currently has over 3,000 robots available for dispatch, with a service network covering over 100 cities nationwide, supporting the high-density demand during the Spring Festival [5] - The booming consumer demand has revealed shortcomings in the supply side of the industry, with challenges such as high investment, lack of technical knowledge, and insufficient orders being significant barriers for ordinary individuals entering the robot rental market [5] Strategic Initiatives - In response to these challenges, Qingtian Rental launched a national city partner strategy on February 13, aiming to lower entry barriers for the industry and build a nationwide robot rental service network, with the first city partner strategy conference scheduled for March in Shanghai [6] - The city partners will receive support in four key areas: equipment, technology, operations, and traffic, focusing on localized delivery and service while the platform manages products, technology, traffic, and branding [6] Market Outlook - Qingtian Rental's CEO expressed confidence that the robot rental market will grow from 1 billion to 10 billion yuan by 2026, supported by supply, workforce, and demand factors, with 2025 being the year of mass production for robots and significant capacity release expected in 2026 [7] - The demand for robot rentals is gradually expanding from B-end to small B-end and C-end markets, indicating a continuous growth in the consumer base [7]