【硬科技头条】深圳诞生百亿估值具身智能独角兽，被称为“中国版特斯拉机器人”

Core Insights - The article highlights that Zhifang Intelligent Robotics has recently completed a Series B financing round exceeding 1 billion RMB, achieving a valuation of over 10 billion RMB, making it one of the highest-valued embodied intelligence companies in Shenzhen [1][3] - The company is recognized as one of the fastest-growing players in the global embodied intelligence sector, having completed a total of 12 financing rounds within a year [1][3] - The investment round attracted a prestigious lineup of investors, including Baidu, CRRC Capital, and Tesla ecosystem leaders, indicating strong market confidence in the company's technology and growth potential [1][3] Company Overview - Zhifang was founded in April 2023 by Guo Yandong, a former core AI team member at Microsoft, focusing on productivity-oriented general intelligent robots [3][4] - The company has developed its own embodied large model, GOVLA, which significantly enhances performance while being smaller in scale compared to similar models from Google [4][6] - The company aims to leverage its proprietary technology to drive the iteration of its AlphaBot series of robots and expand production lines [1][4] Industry Context - The embodied intelligence sector is currently one of the hottest investment areas, with 744 investment events and a total financing amount of 73.543 billion RMB reported in 2025 [3] - The industry has seen a shift from hardware-focused development to a focus on embodied large models and their commercial applications [3][5] - The competition in the humanoid robot market is intensifying, with companies like Zhifang aiming to establish themselves as leaders in the sector, particularly in Shenzhen [9] Technological Advancements - The GOVLA model allows for full-body control and movement trajectory, enabling robots to perform tasks across various scenarios without needing retraining [6][7] - The company has implemented a unique training acceleration system using a kilowatt-level computing cluster to enhance robot perception and operational speed [7] - Zhifang's robots are designed to provide humanoid services in real-world settings, which is seen as a critical competitive advantage in the market [8][9] Commercialization Efforts - Zhifang has secured significant commercial contracts, including a three-year order for 1,000 robots from a major semiconductor panel manufacturer, recognized as one of the largest single orders in the field [8] - The company plans to deploy 1,000 modular embodied intelligent service spaces in various public and commercial settings over the next three years [8] - The collaboration with CRRC Capital highlights the strategic alignment between high-end manufacturing and embodied robotics, providing a fertile ground for product testing and deployment [8]