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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
36氪· 2025-10-29 00:16
以下文章来源于硬氪 ,作者欧雪 硬氪 . 专注全球化、硬科技报道。36kr旗下官方账号。 "AI算法+焊接工艺+机器人本体"三合一。 文 | 欧雪 编辑 | 袁斯来 来源| 硬氪(ID: south_36kr ) 封面来源 | 企业官网 硬氪获悉,"昇视唯盛"近日宣布完成亿元新一轮融资,投资方包括中科信控、临创司南基金、兴晟股权、嘉祐基金、鼎盛新动能 基金、嘉兴行律等多家机构。本轮融资将主要用于具身智能AI模型的迭代与数据训练,以及市场推广和渠道建设。 "昇视唯盛"成立于2020年,是一家专注于焊接垂直场景的具身智能机器人公司,为制造企业提供具备自主感知、决策与执行能力 的"机械焊工",致力于解决焊工短缺、作业环境恶劣等行业痛点。公司是国家高新技术企业、上海市专精特新及智能机器人标杆 企业,拥有知识产权100余项。 值得注意的是,"昇视唯盛"于2022年收购哈工现代机器人有限公司,是目前国内少数具备"AI算法+焊接工艺+机器人本体"三合一 自主核心能力的智能机器人公司。其控股子公司哈工现代位于浙江海宁的智慧工厂,年产能达1000台机器人,累计出货已超5000 台。 公司产品线分为三代:第一代为通用型工业机器人 ...
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
3 6 Ke· 2025-10-28 01:21
Core Insights - "昇视唯盛" has recently completed a new round of financing amounting to hundreds of millions, with investors including multiple institutions such as 中科信控 and 临创司南基金 [1] - The funding will primarily be used for the iteration and data training of embodied intelligent AI models, as well as market promotion and channel development [1] Company Overview - Founded in 2020, "昇视唯盛" specializes in embodied intelligent robots for welding vertical scenarios, providing manufacturing enterprises with autonomous "mechanical welders" to address industry pain points such as labor shortages and harsh working environments [1][6] - The company is recognized as a national high-tech enterprise and has over 100 intellectual property rights [1] - In 2022, "昇视唯盛" acquired 哈工现代机器人有限公司, making it one of the few domestic companies with integrated capabilities in AI algorithms, welding processes, and robot bodies [1][8] Product Development - The product line consists of three generations: - The first generation is a general-purpose industrial robot - The second generation is an intelligent welding robot with AI recognition and 3D reconstruction capabilities - The third generation is a mobile welding robot that supports various forms, further expanding flexible operation scenarios [3] - The second-generation products have been mass-produced, and the third-generation wheeled products have been introduced to the market [3] Market Demand - The welding sector is facing a significant labor shortage, with projections indicating a shortfall of 5 million welders by 2025 and 10 million by 2035 in China [3] - The penetration rate of intelligent devices in non-standard welding is still below 20%, indicating substantial market potential [3] Competitive Advantage - "昇视唯盛" possesses a unique "three-in-one" closed-loop capability, integrating robot design, embodied AI models, and welding process data, which sets it apart from competitors who typically have only one or two of these capabilities [3][8] - The company employs an "end-to-end embodied AI model" approach, enabling robots to understand welding tasks through multi-modal training, enhancing adaptability and advanced functionalities in complex conditions [3] Market Strategy - The company employs a "three-pronged" sales strategy: integrating agents, direct contracts with end-users, and robot labor services, with clients including major state-owned enterprises and manufacturing leaders [4] Financial Performance - "昇视唯盛" has achieved an average annual revenue growth rate of over 50% in the past three years, with expectations to exceed 100 million by 2025 [6] - The company maintains a cost advantage due to its self-researched core components, with over 50% of its team dedicated to R&D and approximately 30% of revenue reinvested into R&D [6] Future Plans - The company aims to continue focusing on welding scenarios while gradually expanding into other industrial manufacturing areas and exploring international markets, particularly in Southeast Asia, the Middle East, and Japan/Korea [6] Investor Perspectives - Investors recognize the strong market demand for embodied intelligent welding robots, highlighting the significant domestic and international market potential [7] - The investment community sees "昇视唯盛" as a leader in the welding robot sector, leveraging its technological advancements in AI and robotics to address the growing labor shortages in welding [7][8]