转自：新华财经 自变量机器人创始人兼CEO王潜表示："具身智能的下一阶段竞争，本质上还是数据闭环构建的基础模 型与模型进化能力的竞争"。在这个判断下，全球正在从数据、模型、算力等多个方面加快投入，快速 推进具身智能的发展。 值得注意的是，数据是基础模型进化的核心燃料，自变量自成立以来即重度投入，坚持硬件-数据-模型 的闭环迭代。自变量还搭建了模型驱动为主的数据管线，通过数据生成、数据过滤、数据增强、数据标 注等环节持续产生规模化的高质量数据。模型的进化，让自变量的机器人在真实场景中体现了极强的适 应力。 新华财经北京1月12日电（记者沈寅飞）近日，自变量机器人已完成10亿元A++轮融资。本轮融资由字 节跳动、红杉中国、深创投、北京信息产业发展基金、锡创投、南山战新投等顶级投资机构及多元地方 平台联合投资。据悉，这也是深创投AI基金成立以来的第一笔投资。 目前，自变量已逐步进入工业制造、物流、养老等多个高价值领域中，跨行业的应用证明了自变量的机 器人正以高泛化、低成本部署的能力，精准对接真实的市场商业需求。 业内人士指出，近两年，具身智能持续吸引市场目光，其"身体"——机器人的运动与控制能力已取得显 著进步。行 ...

Core Viewpoint - The article highlights the ongoing momentum in the field of embodied intelligence, particularly focusing on the recent A++ funding round of X Square Robot, which raised 1 billion yuan, indicating strong investor confidence in the company's technology and market potential [2][8]. Funding and Investment - X Square Robot recently completed a 1 billion yuan A++ funding round led by ByteDance and Sequoia China, with participation from top institutions and local platforms [2]. - The company has received investments from major players like Meituan and Alibaba, making it the only embodied intelligence company backed by these three internet giants [3]. - Over the past year, X Square Robot has completed multiple funding rounds, including A+, A, Pre-A++ and Pre-A+++ rounds, showcasing a clear upward trend in financing as technology and products advance [4][5]. - The total funding raised by X Square Robot has exceeded 3 billion yuan across 9 rounds since its establishment, reflecting strong recognition of its independent foundational model technology in embodied intelligence [15]. Technology and Product Development - X Square Robot focuses on self-developed "general embodied intelligence models," with a clear technological path established from the outset [16][17]. - The company has developed the WALL-A series of VLA operational models, integrating perception, understanding, decision-making, and action output into an end-to-end model [20][21]. - The WALL-A model was released in October 2024 and became one of the largest end-to-end unified embodied intelligence models globally, with the WALL-OSS model ranking third in a recent RoboChallenge [22]. - On the hardware side, X Square Robot is advancing two generations of embodied robots, Quantum One and Quantum Two, designed for different operational capabilities [23][25]. Business Strategy - The company adopts a sustainable evolution approach, focusing on building a foundational model that learns in the real physical world, with hardware supporting the model and data feeding back into model iterations [27]. - This strategy has garnered continuous attention and investment from the capital market and industry, indicating a strong belief in the company's long-term vision and capabilities [28].

Group 1 - The core viewpoint of the news is that Zibianli has successfully completed a 1 billion RMB A++ round of financing, led by top investment institutions including ByteDance and Sequoia China, marking a significant milestone for the company and the AI investment landscape in China [1] - Zibianli, founded in December 2023, focuses on developing embodied intelligent general models to achieve general robotics, positioning itself uniquely in the market as the only embodied intelligence company backed by major internet giants like Meituan and Alibaba [1][2] - The company’s founder and CEO, Wang Qian, emphasizes that the next phase of competition in embodied intelligence will revolve around the foundational models and their evolutionary capabilities, driven by the complexity of the physical world [1] Group 2 - Zibianli's self-developed WALL-A model integrates VLA and world models, significantly enhancing the robot's zero-shot generalization ability in unstructured environments, which is crucial for executing mobile tasks [2] - The company has heavily invested in data since its inception, establishing a closed-loop iteration of hardware, data, and models, and has developed various data collection devices to validate data and achieve breakthroughs in model performance [2] - Demonstrations show that Zibianli's robots can autonomously complete tasks like food delivery and cardboard recycling, even in challenging conditions, by leveraging their foundational model's generalization capabilities and causal reasoning [4] Group 3 - Zibianli has also developed its own hardware, launching high-performance robot bodies named "Quantum One" and "Quantum Two," which include self-researched core components such as robotic arms and controllers [4] - Wang Qian believes that the short-term development of embodied intelligence relies on algorithmic advantages, while mid-term success will depend on data advantages, and long-term success will hinge on product advantages [4] - The company is actively exploring service closure practices in various open service scenarios, aiming to deepen its accumulation in three key areas: model algorithms, data, and product development [4]

【自变量机器人完成10亿元融资 字节跳动参与】2026年1月12日，自变量机器人宣布，近期已完成了10 亿元的A++轮融资，投资方包括字节跳动、红杉中国、北京信息产业发展基金、深创投、南山新战投、 锡创投等。值得注意的是，这是深创投AI基金自2025年10月创立以来掷出的第一笔投资。 《中国经营报》记者从股权投融资平台IT桔子了解到，具身智能领域成为2025年一级投融资市场最火热 的赛道之一，全年共发生了329起融资事件，而且多家具身智能创新公司在融资事件数量和融资规模上 创下新高。一级市场的投融热潮延续到2026年伊始，在截至1月12日这仅十几天的时间里，具身智能领 域又发生了10起股权融资事件，自变量机器人凭借10亿元的融资规模拔得头筹。 自变量机器人创始人、CEO王潜表示，具身智能下一阶段的竞争，本质将是数据闭环构建的基础模型与 模型进化能力的竞争。从全球范围来看，具身智能赛道的主要参与者正在从数据、模型、算力等多个方 面加大投入，推动具身智能的发展。 有关数据显示，自变量机器人在2025年5月、9月分别完成A轮、A+轮融资。A轮的主导投资方是美团， A+轮则由阿里云、国科投资领投，国开金融、红杉中国、 ...

《中国经营报》记者从股权投融资平台IT桔子了解到，具身智能领域成为2025年一级投融资市场最火热 的赛道之一，全年共发生了329起融资事件，而且多家具身智能创新公司在融资事件数量和融资规模上 创下新高。一级市场的投融热潮延续到2026年伊始，在截至1月12日这仅十几天的时间里，具身智能领 域又发生了10起股权融资事件，自变量机器人凭借10亿元的融资规模拔得头筹。 有关数据显示，自变量机器人在2025年5月、9月分别完成A轮、A+轮融资。A轮的主导投资方是美团， A+轮则由阿里云、国科投资领投，国开金融、红杉中国、联想之星、美团、君联资本等参与。截至目 前，自变量机器人是国内唯一同时获得美团、阿里、字节跳动三家互联网大厂投资布局的具身智能企 业。 自变量机器人于2023年12月在深圳创立，选择的是端到端统一VLA（视觉—语言—动作）大模型技术 路线，重点在模型迭代、数据管线、机器人硬件三大领域布局，目前已发布"量子一号""量子二号"两款 机器人本体产品，同时实现了机械臂、关节模组、动力驱动器、主控制器等核心零部件全面自研与算法 适配。从落地来看，自变量机器人方面介绍，已进入工业制造、物流、养老等多个行业领域，以 ...

相关产品： 机器人ETF易方达（159530）通过跟踪国证机器人产业指数，为投资者提供一键布局机器人全产业链的 高效工具。 消息面上，自变量机器人已于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中国、北京信息 产业发展基金、深创投、南山战新投、锡创投等顶级投资机构及多元地方平台联合投资。 华源证券认为，2026年人形机器人行业进入量产加速期，国内外路径呈现分化：特斯拉等海外龙头以工 厂内部验证为主，而优必选、宇树科技等国内厂商已实现千万级订单交付，率先进入商业化兑现阶段。 国证机器人产业指数特点鲜明：1.指数人形机器人含量居首：指数中人形机器人相关公司权重显著高于 同类指数；2.指数聚焦高成长龙头：前十大权重股占比约40%，涵盖汇川技术、科大讯飞、石头科技等 细分领域龙头，技术壁垒高、市场竞争力强。 截至中午收盘，国证机器人产业指数（980022）涨2.33%，成分股中，昊志机电涨12.11%、航天智装涨 10.41%、科大讯飞涨8.38%，震裕科技跌2.29%、奥比中光跌1.69%、拓普集团跌1.29%。 资金方面，机器人ETF易方达（159530）跟踪国证机器人产业指数，持续受资金青睐，近5日" ...

Group 1 - The core viewpoint of the news is that Zivariable Robotics has successfully completed a 1 billion yuan A++ round of financing, marking a significant milestone with investments from top-tier institutions including ByteDance and Sequoia China [1] - This financing round is notable as it is the first investment made by the Shenzhen Capital Group's AI fund since its establishment [1] - Zivariable Robotics has previously received investments from major companies such as Meituan and Alibaba, making it the only embodied intelligence enterprise in China backed by these three internet giants [1] Group 2 - Founded in December 2023, Zivariable Robotics focuses on the development of "general embodied large models" to provide a unified perception, planning, and control system architecture for robots [1] - The company has developed the WALL-A model, which integrates VLA and world models, allowing robots to process sensory information and output action commands directly [1][2] - Zivariable Robotics has released two robot models, "Quantum One" and "Quantum Two," and has achieved independent research and development of key components, significantly reducing overall costs and laying the foundation for mass production [2] Group 3 - The company is gradually entering high-value sectors such as industrial manufacturing, logistics, and elderly care, demonstrating its robots' ability to meet real market demands with high generalization and low-cost deployment [2] - The focus of competition in the embodied intelligence sector is shifting from the physical capabilities of robots to the development of intelligent "brains" that can understand and operate in complex physical environments [2] - The CEO of Zivariable Robotics emphasizes that the next stage of competition in embodied intelligence will revolve around the construction of data closed-loop foundational models and the evolution of these models [3]

1月12日，自变量机器人宣布已于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中国、北京 信息产业发展基金、深创投、南山战新投、锡创投等投资机构及多元地方平台联合投资。据悉，这也是 深创投AI基金成立以来的第一笔投资。 除字节跳动外，自变量此前也曾先后获得美团、阿里的投资。 自变量目前已设计发布了"量子一号""量子二号"两款高性能的机器人本体，并实现了机械臂、关节模 组、动力驱动器、主控制器等核心零部件的自研与算法深度适配，促成整机成本大幅下降。目前，自变 量已逐步进入工业制造、物流、养老等多个领域。 ...

Core Insights - The company, Self-Variable Robotics, has recently completed a 1 billion yuan A++ round of financing [1] - The financing round was led by ByteDance, Sequoia China, Beijing Information Industry Development Fund, Shenzhen Capital Group, Nanshan Zhanxin Investment, and Xichuang Investment, among others [1] - In December 2023, Self-Variable Robotics completed its angel round of financing and established its operational entity [1] - The company plans to iterate its initial version of the embodied intelligence foundational model by April 2024 [1] - The founder and CEO, Wang Qian, emphasized that the next stage of competition in embodied intelligence fundamentally revolves around the competition of foundational models and model evolution capabilities based on data closed-loop construction [1] - There is a global acceleration in investment across data, models, and computing power to advance the development of embodied intelligence [1]

1月12日上午消息，自变量机器人宣布于近期完成10亿元A++轮融资。本轮融资由字节跳动、红杉中 国、北京信息产业发展基金、深创投、南山战新投、锡创投等顶级投资机构及多元地方平台联合投资。 ...