长江商报消息 ●长江商报记者 沈右荣 中国具身智能机器人融资持续火爆。 近日，智平方（深圳）科技有限公司（以下简称"智平方"）通过公众号披露，公司完成B轮融资，融资 规模超10亿元，公司估值正式超过百亿，稳居中国具身智能企业第一梯队。 本轮融资由百度、中国中车及多家特斯拉生态链企业联合投资。此前，智平方已经完成5轮融资。 这是马年首例具身智能领域大规模融资，智平方也是全球融资节奏最快的具身智能企业。 智平方是一家智能机器人研发企业，由人工智能博士郭彦东于2023年4月17日创办。 2024年，智平方参加了世界机器人大会。公司与东风柳汽、惠科、深圳慧智物联等企业达成战略合作。 智平方构建了从硬件量产到商业落地的完整闭环。公司曾与全球第三大面板厂商惠科签订的3年1000台 订单，被认为是该领域全球最大单一订单，也验证了国产大模型在复杂工业环境下的稳定性。 一个值得关注的信号是，智平方本次融资方包含券商系基金。市场据此判断，公司正在筹划上市。 据长江商报记者不完全统计，截至2月24日，不到两个月时间，中国具身智能企业累计完成110亿元融 资。 一年完成12轮融资 智平方方面称，相较于当前的具身智能领域，公司B轮系列 ...

Core Viewpoint - The 2025 Central Economic Work Conference emphasizes the construction of the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) as an international technology innovation center, highlighting the importance of innovation and collaboration among the three regions to overcome barriers and activate industrial momentum [1]. Group 1: Innovation and Collaboration - The GBA has achieved significant development results by breaking down barriers and fostering collaboration, as evidenced by the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first in the global innovation cluster list [1]. - The establishment of major scientific research platforms, such as the synthetic biology research laboratory in Shenzhen, demonstrates the GBA's commitment to creating shared innovation platforms that support both researchers and enterprises [2]. - The "dual-city linkage and all-region collaboration" model allows for the accelerated flow of innovation elements across administrative boundaries, with various scientific cities developing in clusters [3]. Group 2: Infrastructure and Mechanism Innovation - The GBA is enhancing its infrastructure, including a multi-level rail transit system and improved highway networks, to facilitate efficient cross-border collaboration and create a "one-hour living circle" [8]. - Mechanism innovations, such as the "Shenzhen-Hong Kong Car Fast Pass Plan," are promoting cross-border trade facilitation and optimizing supply chain systems [6]. - The establishment of the He Tao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone exemplifies the integration of high-quality resources and innovative measures to provide development opportunities for enterprises [7]. Group 3: Industry Development and Economic Growth - The GBA is becoming a significant source of basic research and industrial technology innovation, with Guangdong province housing 10 major national scientific infrastructure projects, ranking third in the country [4]. - Shenzhen has established a robust ecosystem for innovation, with over 25,000 national high-tech enterprises and a focus on integrating technology and industry [12]. - The GBA's unique advantages, such as its economic scale and strategic value, position it as a promising growth area, capable of rapidly transforming technological innovations into productive forces [14].

Core Viewpoint - The 2025 Central Economic Work Conference emphasizes the construction of the Guangdong-Hong Kong-Macao Greater Bay Area (GBA) as an international technology innovation center, highlighting the importance of innovation and collaboration among the three regions to overcome barriers and activate industrial momentum [1][2]. Innovation and Collaboration - The GBA has achieved significant development results, with the "Shenzhen-Hong Kong-Guangzhou" innovation cluster ranking first in the global innovation cluster list, and the "Macau-Zhuhai" cluster entering the top 100 for the second consecutive time [1]. - Shenzhen's Guangming Science City is a key component of the GBA's innovation platform, housing over 3,000 high-level talents and numerous research institutions, contributing to its recognition as a top science city [2]. - The GBA's innovation ecosystem is characterized by efficient collaboration among over 4,000 innovation platforms, including national laboratories and innovation centers, which support cutting-edge research and technology transfer [2][3]. Cross-City Synergy - The "dual-city linkage and all-region collaboration" model facilitates the flow of innovation elements across administrative boundaries, with cities like Dongguan and Guangzhou developing complementary strengths in research and technology [3][4]. - Guangzhou is enhancing its role as a core area for original innovation, with significant investments in major scientific infrastructure and a focus on building a collaborative research network across various disciplines [4][5]. Mechanism Innovation - The launch of the "Shenzhen-Hong Kong Car Fast Pass Plan" exemplifies cross-border cooperation aimed at facilitating trade and optimizing supply chains, significantly reducing costs and time for vehicle transactions [6]. - The GBA is implementing various policy innovations to promote the efficient flow of resources, including talent and capital, across regions, enhancing the overall innovation chain [6][7]. Infrastructure Development - The GBA is improving its transportation infrastructure, creating a "1-hour living circle" that enhances connectivity among cities, thereby facilitating the movement of research personnel and equipment [8][9]. - The construction of major cross-sea and cross-river channels, such as the Hong Kong-Zhuhai-Macao Bridge and the Shenzhen-Zhongshan Channel, is expected to further stimulate economic activity and innovation in the region [9][10]. Industry Growth and Innovation - Shenzhen is fostering a vibrant innovation ecosystem, with a focus on high-tech enterprises and a significant number of national high-tech companies, which are crucial for driving economic growth [12]. - Cities like Zhuhai and Dongguan are also making strides in industrial innovation, with Zhuhai focusing on advanced manufacturing and Dongguan nurturing a new generation of electronic information industries [13][14]. Strategic Advantages - The GBA's unique advantages include its ability to generate a significant portion of China's economic output with a small land area, making it a promising growth hub [14]. - The region's strategic position, backed by a large consumer market and Hong Kong's role as an international financial center, enhances its potential for high-level openness and innovation [14].

Core Insights - Zhifang Technology has completed a Series B financing round exceeding 1 billion yuan, raising its valuation to over 10 billion yuan [1] - The company has achieved a total of 12 financing rounds within a year, including 7 rounds in the first half of 2025 [1] - Zhifang focuses on the research, production, and service of productivity-oriented general-purpose intelligent robots, specifically in the non-performance category [1] Financing and Investment - The latest funding round attracted a diverse group of investors, including internet and AI giants, state-owned enterprises, Tesla ecosystem leaders, prominent private equity funds, and top brokerage firms [1] - The funds will primarily be used to maintain the leading edge of the GOVLA embodied large model capabilities and to drive the iteration and production expansion of the AlphaBot series [1] Product Development and Production - Zhifang has established a complete closed loop from hardware mass production to commercial deployment, adhering to a production-oriented design philosophy [2] - The AlphaBot series has undergone three iterations in less than two years, with the latest model, AlphaBot2, achieving over 50,000 hours of fault-free operation, meeting industrial reliability standards [2] - The company’s self-built production line has reached an annual capacity of 1,000 units, with plans to expand to 10,000 units by 2026 [2] Market Applications - Zhifang's products have been deployed in various fields, including flexible manufacturing in high-end sectors such as automotive, biotechnology, and semiconductor display [2] - The robots perform tasks such as sorting, transporting, and labeling, demonstrating their effectiveness in complex environments [2] - In the new retail sector, the company launched the world's first modular embodied intelligent service space, "Zhimo Cube," which operates in multiple cities and has plans to establish 1,000 units over the next three years [3]

【DT新材料】 获悉，2月23日，智平方消息，公司近期已完成B轮系列融资，融资规模超10亿元人民币，投资方包括 百度战投、中车资本、生态链上市 龙头企业、沄柏资本、国泰海通以及地方基金 等，至此， 公司一年内融资12轮，估值已超过百亿，也是深圳首个百亿具身智能独角兽。 资料显示， 智平方 成立于2023年4月， 创始人兼CEO郭彦东长期在微软、OPPO、小鹏等企业负责核心研发。公司核心产品围绕自研具身大模型、轮式 人形机器人、模块化服务空间三位一体进行布局，并研发了全球首个全域全身VLA大模型（GOVLA），这也是全球首个输出快慢系统融合的端到端大模 型， 首次提出输出全身控制和移动轨迹，从而实现在全身协同控制和全场景任务覆盖中的高效交互与自主行动。 硬件方面，智平方已经推出了三代机器人产品，分别是Alpha Bot、Alpha Bot 1S、AlphaBot 2，均为轮式可升降人形机器人。去年12月，智平方在在北 京、深圳同步发布并落地运营全球首个模块化具身智能服务空间"智魔方"。 最新款AlphaBot 2采用轮式双臂结构，核心部件无故障运行时间超5万小时，满足工业级可靠性标准。 2025年9月，公司启用 ...

场景验证：从"展示"到"实干"，机器人生产力触手可及 在深圳人才公园，"智魔方"成为一道引人注目的风景线。其搭载的自研机器人AlphaBot 2能自主操作商 用设备，完成从取杯到拉花的全流程咖啡制作，同时可与顾客自然对话，还能与另一台机器人协作表 演，将服务转化为可观看、可分享的科技体验。 "'智魔方'本质上是一个集机器人生产力与沉浸式互动于一体的智能服务终端。"智魔方品牌业务负责人 戈振伟介绍，其通过人机协同模式与模块化设计，支持咖啡、冰淇淋、娱乐、零售等功能的灵活组合， 实现"千店千面"的个性化服务。"我们注重的是为消费者带来有情感温度、有记忆点的体验，而非冰冷 的机械流程。" 这一实践也呼应着行业价值体系的深刻转向。业内人士指出，机器人产业正从关注"表演能力"——如动 作的炫酷与速度，转向聚焦"交付价值"——能否稳定、持续地完成任务，是否具备真实场景下的可靠产 出。 自今年1月落地以来，"智魔方"深圳人才公园店已持续稳定服务超一个月，累计接待市民上万人次， 以"每日在岗、高频互动、真实交易"证明了其可靠性与实用性。这也意味着，前沿的具身智能技术通过 真实场景中持续迭代，正在转化为公众可感知、可使用的城市 ...

Group 1 - The event "2025 Innovation Heroes Gathering" concluded successfully at Hong Kong University of Science and Technology (Guangzhou), organized by the Guangdong Provincial Human Resources and Social Security Department and Guangdong Radio and Television [1] - The "Entrepreneurship Observation Group" featured leaders from capital, industry, and technology sectors, including Zhou Qi from Sequoia Capital, Li Jianjun from Maker Win Fund, and Zhou Zhe from Magic Capital [3] - Zhou Qi emphasized that the Greater Bay Area is an ideal environment for AI technology to scale from concept to implementation, highlighting the importance of integrating AI with industrial manufacturing to enhance efficiency [5] - Li Jianjun pointed out that the essence of technology entrepreneurship lies in the depth of technical accumulation, scene adaptation, and demand insight, which together form entrepreneurial barriers [5] - Zhou Zhe discussed the need for persistent integration of technology into specific industry processes, citing examples like "AI + pharmaceuticals" and "AI + infrastructure" as effective models to avoid homogenized competition [6] Group 2 - Three entrepreneurial pioneers showcased their intelligent technologies, demonstrating the practical impact of smart entrepreneurship in various industries [6] - Zhang Peng and Guo Yandong from Zhiyuan Technology developed the world's first comprehensive VLA model, GOVLA, which has secured thousands of orders across sectors like semiconductors and biotechnology [8] - Hu Yonggang from Pucui Supercritical Technology introduced an integrated system combining supercritical fluid technology and AI, achieving performance on par with international standards at a fraction of the cost [10] - Zhu Song from Zhiyuan Space Innovation Technology created an intelligent monitoring system for infrastructure safety, successfully applied in major projects like the Hong Kong-Zhuhai-Macao Bridge, with signed orders exceeding 100 million [12] Group 3 - The "2025 Innovation Heroes Gathering" has evolved from a traditional broadcast format to an immersive experience in entrepreneurial bases and universities, fostering a supportive environment for innovation in the Guangdong-Hong Kong-Macao Greater Bay Area [14]

Core Viewpoint - The article discusses the strategic partnership between Huike and the Yangtze River Delta Hart Robot Industry Research Institute, focusing on the development and application of embodied intelligent robots in industrial settings [1][2]. Group 1: Strategic Cooperation - Huike's subsidiary, Chongqing Huirui Intelligent IoT Technology Co., Ltd., has signed a strategic cooperation agreement with Hart Research Institute to initiate deep collaboration in embodied intelligent robot research and industrial applications [1]. - The partnership will establish a joint laboratory to conduct innovative research on the application of embodied intelligent robots in industrial production environments, with Hart's technical experts working on-site at Huike to address production challenges [2]. Group 2: Technological Integration - The collaboration aims to integrate Huike's extensive experience in the semiconductor display industry with Hart's cutting-edge research capabilities in robot environmental perception and intelligent control, promoting technological innovation in smart manufacturing [2]. - Huike plans to form a specialized technical team to develop a new generation of models for industrial operations, aiming to create "intelligent workers" that understand screen manufacturing processes, leveraging real-world data from Huike's global production bases [4]. Group 3: Previous Initiatives - This is not Huike's first foray into the robotics industry; in September, Huike's Shenzhen subsidiary signed a comprehensive strategic cooperation agreement with Zhifang Technology, planning to deploy over 1,000 embodied intelligent robots across its global production bases within three years, with an order value close to 500 million yuan [2].

Group 1 - The commercialization of embodied intelligent robots is accelerating, with significant partnerships and contracts being established in recent months [1][2] - Yujian has partnered with Lens Technology to procure 1,000 embodied intelligent robots by 2025, and has signed a contract worth over 80.5 million yuan with Riedel Precision Technology for the introduction of these robots into the new energy precision manufacturing sector [1] - UBTECH has secured multiple large orders, including nearly 100 million yuan in global humanoid robot orders and a 126 million yuan project for a data collection and testing center [1] Group 2 - Startups are also achieving significant orders, such as Zhi Ping Fang's strategic cooperation with Huike, which involves deploying over 1,000 embodied intelligent robots worth nearly 500 million yuan over three years [2] - Embodied intelligent robots are beginning to find applications in various sectors, including research, service industries, and domestic tasks, indicating a clear potential for growth despite limited household penetration [2][3] - The price of robots is decreasing, with models now available for tens of thousands or even thousands of yuan, changing the perception of high costs in the industry [2] Group 3 - The release of lower-priced humanoid robots, such as the Bumi priced at 9,998 yuan, signifies a shift towards more affordable options in the market [3] - Industry experts suggest that the field of embodied intelligent robots is moving from "technology demonstration" to "scene validation," indicating a clearer path to commercialization [3] - The global robot market is expected to exceed 400 billion USD by 2029, with embodied intelligent robots projected to account for over 30% of the market share [3]

Core Viewpoint - The article discusses the ongoing trend of industrial transfer in China, highlighting the shift from a simple model of "Eastern R&D output and Western manufacturing" to a more integrated approach that combines regional characteristics with specialized industries [1][2][3]. Group 1: Industrial Transfer Activities - The Ministry of Industry and Information Technology (MIIT) has organized six industrial transfer matching activities this year, promoting orderly transfer of manufacturing industries to central and western regions [2][3]. - The recent event in Hainan resulted in the signing of 110 projects, including collaborations with state-owned enterprises and listed companies, showcasing a trend of "leading enterprises and collaborative chains" [3]. Group 2: Regional Advantages and Industry Characteristics - The article emphasizes the dual approach of aligning specialized industries with regional endowments, leading to a multi-faceted industrial transfer trend [3][4]. - Regions like Sichuan leverage natural resources such as vanadium, titanium, lithium, and rare earths to support the development of new energy and green industries [4]. Group 3: Economic and Structural Impacts - Industrial transfer is seen as a pathway to optimize national industrial structure, with regions like Jiangxi transitioning from agriculture to becoming a hub for electronic information industries [5]. - The MIIT stresses the importance of eliminating invisible barriers to factor flow, which will facilitate the construction of a unified national market [5].