焊工缺口数百万，这家具身智能机器人公司深耕AI机械焊工，融资超亿元｜36氪首发

Core Viewpoint - "昇视唯盛" has completed a new round of financing, focusing on the development of embodied intelligent AI models and market expansion in the welding robotics sector [5][10]. Company Overview - "昇视唯盛" was established in 2020 and specializes in embodied intelligent robots for welding applications, addressing industry challenges such as labor shortages and harsh working conditions [5][6]. - The company is recognized as a national high-tech enterprise and has over 100 intellectual property rights [5]. Product Development - The product line includes three generations: - The first generation is general industrial robots. - The second generation features intelligent welding robots with AI recognition and 3D reconstruction capabilities. - The third generation consists of autonomous mobile welding robots, enhancing flexible operation scenarios [6][9]. - The company has a production capacity of 1,000 robots annually and has shipped over 5,000 units to date [5]. Market Demand - The welding sector is facing a significant labor shortage, with an estimated shortfall of 5 million welders by 2025, potentially increasing to 10 million by 2035 [6][9]. - The penetration rate of intelligent devices in non-standard welding is currently below 20%, indicating substantial market potential [6]. Competitive Advantage - "昇视唯盛" possesses a unique "three-in-one" capability, integrating AI algorithms, welding processes, and robot manufacturing, which sets it apart from competitors [8][12]. - The company employs an end-to-end embodied AI model to enhance the adaptability and functionality of robots in complex welding tasks [8]. Financial Performance - The company has achieved an average annual revenue growth rate of over 50% in the past three years, with expectations to exceed 100 million yuan by 2025 [9]. - R&D personnel constitute over 50% of the team, with R&D investment accounting for approximately 30% of revenue [9]. Future Strategy - The company plans to deepen its focus on welding applications while gradually expanding into other industrial manufacturing areas and exploring international markets, particularly in Southeast Asia, the Middle East, and Japan/Korea [9][10]. Investor Insights - Investors recognize the strong market demand for embodied intelligent welding robots, highlighting the potential for cost reduction and efficiency improvements in manufacturing [10][12]. - The investment community sees "昇视唯盛" as a leader in the welding robotics field, leveraging its technological advancements and market position [10][12].