一个假期新增四家百亿独角兽，具身智能"大脑"赛道正在抢走本体公司的风头

Core Insights - The article highlights the emergence of a new batch of unicorn companies in the embodied intelligence sector, particularly focusing on the "embodied brain" niche, with four companies achieving valuations exceeding 10 billion yuan shortly after the Spring Festival [1] Group 1: Company Developments - Zivariable has completed multiple rounds of financing, raising over 3 billion yuan, and has a total of around 30 billion yuan in funding since its inception, making it the highest-valued company in the embodied intelligence sector for 2026 [3] - Qianxun Intelligent has secured nearly 2 billion yuan in two recent financing rounds, achieving a post-investment valuation exceeding 10 billion yuan, with notable investors including Sequoia China and Chongqing Industrial Investment [3] - Zhihui Square, founded by a former chief scientist at XPeng Motors, has raised over 1 billion yuan in its B round, with a total of 5 financing rounds completed [4] - Xinghaitu, established by a former employee of Waymo, has also completed 8 rounds of financing, with its latest B round raising 1 billion yuan [4] Group 2: Market Trends - The focus of capital investment in the embodied intelligence sector is shifting from "body" companies to "brain" companies, as the latter's technology and commercialization capabilities have matured [5] - The market is witnessing a significant increase in the predicted sales of humanoid robots in China, with Morgan Stanley raising its forecast for 2026 to 28,000 units, doubling previous estimates and representing a 133% year-on-year growth compared to 2025 [5]