具身智能

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估值翻倍!星海图获新一轮融资
Shang Hai Zheng Quan Bao· 2025-04-04 15:17
Core Insights - Starry Sea has successfully completed A2 and A3 rounds of financing, raising over 300 million RMB, bringing total financing since 2025 to nearly 100 million USD [1][6] - The valuation of Starry Sea's A3 round has doubled compared to the A1 round earlier this year, with ongoing discussions for a new round at a valuation of 5 billion RMB [3][6] - The lead investor, KKR Fund, aims to leverage its global ecosystem resources to accelerate Starry Sea's development in the field of embodied intelligence [3][8] Financing Details - The A2 and A3 rounds were led by KKR Fund, with participation from Lenovo Capital, Haier Capital, and existing investors such as IDG Capital and Hillhouse Capital [5] - The A1 round, completed in February, raised nearly 300 million RMB, led exclusively by Ant Group, with additional investments from existing shareholders [5][6] - Cumulatively, the financing since the angel round in February 2024 has reached approximately 100 million USD [6] Valuation and Growth - Starry Sea's rapid valuation growth is attributed to its comprehensive business lines, including models, entities, and commercialization [6] - The company is recognized for its strong capabilities across the entire supply chain, making it one of the few companies in China with end-to-end AI algorithm capabilities and commercial validation [6] - If the valuation reaches 5 billion RMB, Starry Sea will position itself as a leader in the second tier of the industry, with top-tier companies valued over 10 billion RMB [6] Industry Outlook - KKR Fund expresses confidence in the potential of embodied intelligence in the global market, viewing it as a key pathway to achieving general artificial intelligence [8] - The sector is attracting significant investment, with multiple high-profile funding rounds announced recently, indicating a growing interest in embodied intelligence [8][9] - According to KPMG, the number of financing events in the humanoid robot sub-sector has increased significantly, with projections indicating a market size of 6 trillion RMB by 2050 in China [9]
「千寻智能」完成5.28亿元Pre-A轮融资,加速具身智能通用模型落地|早起看早期
36氪· 2025-04-01 00:34
Core Viewpoint - Qianxun Intelligent has completed a Pre-A round financing of 528 million RMB, indicating strong investor confidence in the company's potential in the embodied intelligence sector [2][3]. Company Overview - Qianxun Intelligent, founded in February 2024 by former CTO Han Fengtang of Lushishi Robotics, has raised over 800 million RMB since its inception [4]. - The company focuses on developing a general model for embodied intelligence, aiming to lead advancements in robotics technology and applications [5]. Recent Developments - The company has showcased its self-developed VLA Spirit v1 prototype, capable of performing complex tasks like folding clothes, which is a significant challenge due to the variability in fabric characteristics [4][5]. - Qianxun Intelligent is set to launch its first commercial humanoid robot, Moz1, which features 26 degrees of freedom and is designed for high performance in speed, precision, and safety [4]. Market Potential - The embodied intelligence industry is experiencing unprecedented investment and growth opportunities, with Goldman Sachs predicting the global humanoid robot market could reach 154 billion USD by 2035 [5]. - As technology matures and supply chains improve, the cost of robotics is expected to decrease, further accelerating commercialization [5]. Investor Insights - Prosperity7 Ventures (P7) expressed strong interest in Qianxun Intelligent's VLA model's generalization capabilities and iteration speed, recognizing its potential to adapt to complex environments and tasks [5][6]. - Angel round investor Dacheng Caizhi highlighted the importance of advancements in manipulation and cognitive capabilities for robots to replace humans in complex tasks, commending Qianxun Intelligent's rapid development [6].
阿美P7、招商局重磅入局!千寻智能完成5.28亿元Pre-A轮融资
Cai Fu Zai Xian· 2025-03-31 02:08
近日,具身智能领跑企业千寻智能 Spirit AI 宣布完成5.28亿元人民币Pre-A轮融资。本轮融资由阿美风 险投资旗下Prosperity7 Ventures(P7)领投,招商局创投、广发信德、靖亚资本、东方富海、华控基金等 多家资本深度参与,华发集团、浙江省科创母基金与上市公司浙江东方在杭州共同发起设立的善富科创 子基金战略加持,为千寻智能在具身智能领域的产业布局注入了强大动力。 此外,老股东达晨财智、柏睿资本、弘晖基金以及千乘资本在本轮持续加码,进一步凸显资本市场对千 寻智能的高度认可。本轮融资后千寻智能将持续加速具身大模型的迭代、机器人本体的进化以及人才团 队的构建。 千寻智能(Spirit AI)成立于2024年2月,是国内领先的AI+机器人全栈生产力级技术能力的具身智能公 司。公司团队成员来自UC Berkeley、CMU、清华大学、北京大学等顶尖高校,以及字节、小米、腾讯 等知名企业。成立短短一年多,千寻智能凭借卓越的技术实力和创新理念,已成功完成多轮融资,并致 力于打造世界级通用人形机器人和下一代具身大模型与学习算法,让通用的机器人伙伴走进千家万户, 驱动世界迈向智能机器人时代。 技术突破 ...
1.2亿美元!这家公司刷新具身智能行业天使轮融资纪录
Jie Mian Xin Wen· 2025-03-26 06:41
1.2亿美元!这家公司刷新具身智能行业天使轮融资 纪录 首席科学家丁文超,是具身智能领域青年科学家、复旦大学机器人研究院研究员,曾入选华为"天 才少年"项目,曾从0到1主导华为智驾端到端决策网络,打造复旦大学首个人形机器人。 该公司首席架构师陈同庆,是原华为ADS智能导航部部长,空间感知首席技术专家;其首席战略官 Vincent,曾任华为、百度关键技术岗位负责人。 天眼查数据显示,今年3月6日,它石智航的注册资本发生变更,由原本的100万元增至约136万元。 与此同时,高瓴、启明创投、蓝驰创投、线性资本、联想创投、襄禾资本、恒旭资本等知名投资机构亦 成为其股东。 当前,具身智能领域正在加速发展。从市场规模来看,据麦肯锡预测,到2030年,全球具身智能市 场规模可能达数十万亿元。 今年的《政府工作报告》提出,建立未来产业投入增长机制,培育生物制造、量子科技、具身智 能、6G等未来产业。这也是"具身智能"首次被写入《政府工作报告》中。 3月26日,具身智能初创公司它石智航(TARS)宣布完成天使轮1.2亿美元融资。 本轮融资由蓝驰创投、启明创投共同领投,线性资本、恒旭资本、洪泰基金、联想创投、襄禾资 本、高瓴创投 ...
它石智航完成1.2亿美元天使轮融资,中国具身智能行业天使轮最大融资额纪录
IPO早知道· 2025-03-26 01:47
陈亦伦、李震宇领衔创立。 本文为IPO早知道原创 它石智航创始人兼CEO陈亦伦博士表示:"它石智航的使命是以物理世界AI和通用机器人技术为核 心,构建可信赖的超级具身智能系统,让高性能AI规模化地融入人类社会的生产与生活中。"陈亦伦 判断,未来十年,具身智能将成为全球产业升级的关键引擎。它石智航将持续突破物理世界的智能化 边界,探索具身智能无限潜力。 它石智航创始人兼董事长李震宇表示,"依托成熟的智能硬件产业链基础、持续升级的人工智能技术 储备,叠加丰富的应用场景与顶尖人才资源矩阵,具身智能领域正处于高速发展阶段。感谢投资人的 信任与支持。它石智航团队将始终保持创业初心,尊重创业基本规律,期待与全球具身智能企业携手 共进,通过加速关键核心技术攻关,推动具身智能产业实现可持续发展。" 蓝驰创投管理合伙人朱天宇表示 ,"在具身智能赛道,蓝驰创投进行了长期的系统性布局,并成为多 家独角兽的首位投资人。这样的坚定来自于我们对中国比较优势的笃信——当增长的第一动能发生转 变,中国在供应链、人才和场景上的优势迎来提升,我们相信中国企业必将创造世界一流的科技产品 和服务。 它石智航是市场中AI全栈能力极强的团队:团队具备全 ...
首发|1.2亿美元,今年最大天使轮诞生
投资界· 2025-03-26 00:51
报道 I 投资界PEdaily 正在招人 作者 I 刘博 投资界获悉,具身智能初创公司它石智航(TARS)已完成1 .2亿美元天使轮融资——由 蓝驰创投、启明创投共同领投,线性资本、恒旭资本、洪泰基金、联想创投、襄禾资本、 高瓴创投跟投。值得一提的是, 此次创下中国具身智能行业天使轮最大融资额纪录。 正式成立不足两个月,它石智航身后的创始人团队浮出水面——前华为车BU 自动驾驶 CTO陈亦伦、前百度智能驾驶事业群总裁李震宇一同联手,标志着具身智能领域迎来真 正的AI玩家。 此时此刻,具身智能无疑是创投圈最火赛道,一笔笔超级融资预示着一个激动人心的时刻 即将到来。它石智航创始人兼CEO陈亦伦介绍,它石智航的使命是以物理世界AI和通用 机器人技术为核心,构建可信赖的超级具身智能系统,让高性能AI规模化地融入人类社 会的生产与生活中。他判断,未来十年,具身智能将成为全球产业升级的关键引擎。 序幕已经拉开。 顶级机构云集。 大牛集结,他们联手创业 这是它石智航团队首次正式亮相。 翻看履历,CEO陈亦伦博士是中国具身智能、自动驾驶领域技术及产业的领军人,曾任 清华大学智能产业研究院智能机器人方向首席科学家,华为自动驾驶 ...
2025年政府工作报告点评:精读政策,寻找投资热点
CHIEF SECURITIES· 2025-03-18 12:33
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The economic situation for 2025 is characterized by increased challenges and a shift in focus towards boosting domestic demand [3][4] - The government aims for a GDP growth target of around 5%, maintaining the same level as the previous year, with a focus on employment and risk prevention [6][5] - The fiscal policy is set to be the most aggressive in over a decade, with a deficit rate of 4.0% and a total deficit amounting to 5.66 trillion yuan, an increase of 1.6 trillion yuan from the previous year [6][7] - Monetary policy will be moderately accommodative, with expectations for liquidity to remain ample and potential adjustments based on international economic conditions [6][9] Economic Goals - The key economic targets for 2025 include: - GDP growth rate of around 5% [6][15] - CPI inflation target set at around 2%, down from 3% [6][15] - Urban employment target of over 12 million new jobs, consistent with the previous year [6][15] - Urban unemployment rate targeted at around 5.5% [6][15] - A reduction in energy consumption per unit of GDP by 3.0% [6][15] Policy Focus - The report emphasizes the importance of expanding domestic demand, which has risen to the top priority in government tasks [6][10] - The government plans to enhance consumer spending through various measures, including increasing residents' income and improving the supply of quality goods and services [6][10] - There is a strong focus on new productive forces, integrating technological and industrial innovation to foster emerging industries and enhance traditional sectors [11][12] Real Estate Sector - The government will continue to support the real estate market to stabilize and recover, with policies tailored to local conditions [12][13] - Measures include reducing restrictive policies, promoting the renovation of old housing, and managing land supply effectively [12][13] Other Areas of Development - The report outlines initiatives in education, reform, rural revitalization, and ecological civilization, indicating a comprehensive approach to national development [14]
2025年两会政府工作报告解读
Cushman & Wakefield· 2025-03-17 11:22
Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The 2025 government work report emphasizes the importance of boosting consumption and expanding domestic demand as a key strategy for economic growth in the face of external uncertainties [4][7] - The report outlines economic development targets for 2025, including a GDP growth rate of around 5%, an urban unemployment rate of approximately 5.5%, and a consumer price index (CPI) increase of about 2% [5][6] - The government plans to issue 300 billion yuan in special bonds to support the replacement of consumer goods, indicating a strong push towards stimulating consumer spending [11] - The report highlights the need for continued support for the real estate market to stabilize expectations and release wealth effects, with a focus on local government initiatives to acquire and repurpose existing properties [23][24] Summary by Sections Economic Development Goals - The 2025 targets include a GDP growth rate of around 5%, urban unemployment at 5.5%, and a CPI increase of about 2% [5][6] - The fiscal deficit is projected at 4% of GDP, with a total deficit scale of 5.66 trillion yuan [5] Consumption and Investment - The government prioritizes consumption as a means to drive economic growth, with measures introduced to stimulate domestic demand [7][12] - The retail market is expected to benefit from government policies aimed at enhancing consumer spending, with significant growth in categories like home appliances and electronics [11][12] Real Estate Market - The report emphasizes the need for policies to stabilize the real estate market, including the acquisition of existing properties and the promotion of urban renewal projects [23][24] - Local governments are expected to play a crucial role in revitalizing the real estate sector through special bonds and land acquisition initiatives [24][25] Technological Innovation and New Industries - The report outlines a commitment to fostering technological innovation and the development of modern service industries, with a focus on emerging sectors such as low-altitude economy and biomanufacturing [17][18] - The growth of the low-altitude economy is projected to reach 850 billion yuan by 2025, with an annual growth rate exceeding 30% [17] Foreign Investment - The government aims to encourage foreign investment in sectors such as telecommunications, healthcare, and education, reflecting a broader strategy to enhance openness and collaboration with international markets [31] Environmental Sustainability - The report highlights the importance of transitioning to a green economy, with a focus on reducing carbon emissions and promoting sustainable development practices [32]
2025两会全扫描:奋力推进中国式现代化
Tianfeng Securities· 2025-03-13 07:34
Group 1 - The overall agenda of the Two Sessions in 2025 remains largely unchanged compared to 2024, with significant legislative activities including the review and approval of the revised National People's Congress and local people's congresses representative law [1][10][15] - The government work report sets a fiscal deficit target of around 4%, the highest since 2010, indicating a proactive stance on leveraging debt [3][17] - The emphasis on stabilizing asset prices, particularly in the real estate and stock markets, is a notable shift in macroeconomic management [4][5] Group 2 - The monetary policy continues to emphasize "appropriate easing," with plans for potential reserve requirement ratio (RRR) and interest rate cuts to maintain liquidity [2][24] - The government aims to implement a more active fiscal policy, with a focus on increasing public spending and supporting consumption through special bonds [3][19] - The report highlights the acceleration of reforms in the capital market, with a focus on enhancing the health of the stock market and supporting strategic industries [4][18] Group 3 - The real estate sector is undergoing a transformation towards higher quality and sustainability, moving from "incremental expansion" to "stock quality improvement" [5][19] - Employment stability is prioritized, with initiatives aimed at improving job matching efficiency and supporting entrepreneurship [6][18] - The government is set to support emerging industries such as quantum technology, embodied intelligence, and 6G, indicating a shift in focus towards future industries [7][18]
2025年政府工作报告点评:精读政策 寻找投资热点
CHIEF SECURITIES· 2025-03-12 01:24
Economic Overview - The economic situation for 2025 is clearer, with increased challenges and a focus on boosting domestic demand[3] - The GDP growth target is set at around 5%, consistent with the previous year, to address employment and risk prevention[6] - The CPI target is adjusted to around 2%, down by 1 percentage point from the previous year, reflecting low inflation pressure[6] Fiscal Policy - The fiscal deficit rate is increased to 4.0%, up by 1 percentage point from last year, with a total deficit amount of CNY 5.66 trillion, an increase of CNY 1.6 trillion[6] - Total public budget expenditure is CNY 29.7 trillion, an increase of CNY 1.2 trillion from the previous year[7] - Special government bonds issuance is set at CNY 1.3 trillion, up by CNY 300 billion from last year, aimed at major strategic projects[9] Employment and Social Stability - The target for urban new employment is set at over 12 million, consistent with the previous year, to address the employment pressure from a record high of 12.22 million college graduates[6] - The urban survey unemployment rate is targeted at around 5.5%, maintaining the same level as last year[6] Investment and Infrastructure - Central budget investment is planned at CNY 735 billion, an increase of CNY 35 billion from last year, emphasizing effective investment[12] - Local government special bonds are set at CNY 4.4 trillion, an increase of CNY 500 billion, focusing on infrastructure and social projects[9] Real Estate Market - Policies will be implemented to stabilize the real estate market, including reducing restrictive measures and promoting the renovation of old housing[12] - The focus will remain on managing existing real estate inventory while controlling new land supply[12]