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给宇树做“大脑”的具身智能公司,融资数亿元,红杉中国投了
3 6 Ke· 2026-02-27 02:12
文|富充 编辑|苏建勋 在我们访谈具身智能公司"中科第五纪"期间,两件事情先后发生。 第一件事,是2026年1月,中科第五纪获得宇树科技"核心生态合作伙伴"称号。在To B及工业场景,中科第五纪目前作为宇树机器人的"大脑"模型供应 商。 第二件事,是中科第五纪在近期接连完成Pre-A及Pre-A+轮融资,两笔交易在一个月之内完成,规模达数亿元。其中,Pre-A轮由红杉中国领投,东方富海 跟投;Pre-A+轮由芯能创投、优山资本联合领投,清控金信跟投。 中科第五纪创始人兼CEO刘年丰认为,两件事之间存在关联,核心逻辑是一级市场对机器人的认知更务实了。 "去年,投资人更倾向通用的具身智能叙事,比如偏好'既能搬箱子、又能收拾桌子、还能叠衣服'的机器人。但现在则更看重能不能先扎进垂类场景,并 且让客户愿意复购。这关系到商业化能力,也关系到能不能用数据飞轮突破真机数据不足的瓶颈。"刘年丰对《智能涌现》介绍。 中科第五纪与宇树的合作,正是这种"身体+大脑"分工的落地。自2025年起,双方就已逐渐展开在电力巡检、工业等场景的测试验证和落地。 △采用中科第五纪"具身大脑"的宇树机器人正在展示工业场景的搬运工作,图片:采访人提 ...
“复购”成为新增长引擎!新能源车企竞争转向存量市场
Zheng Quan Shi Bao Wang· 2025-12-24 23:34
Core Viewpoint - The focus of competition in the electric vehicle (EV) market is shifting from "mileage competition" to "technology competition" with an emphasis on smart cockpits, as companies transition from capturing new market share to deepening their presence in the existing market [1] Group 1: Market Dynamics - As the year-end approaches, some automakers are introducing "repurchase" incentive policies to attract existing customers for additional purchases or trade-ins [1] - Early electric vehicle models are entering a replacement cycle of 4 to 6 years, creating a strong demand for upgrades due to technological advancements [1] Group 2: Competitive Strategy - The introduction of repurchase policies is not merely a promotional tactic but signifies a transformation in industry competition logic [1] - Repurchase competition is forcing automakers to restructure their service models, shifting from a traditional "sales-after-sales" separation to a "full lifecycle user operation" approach [1]