在人工智能与硬科技交织的新时代,光速光合创业投资基金以其独特的全球化视野与实证方法论,悄然成 为具身智能赛道的"隐形舵手"。从通用机器人龙头公司宇树科技,到具身智能新锐公司自变量机器人,再 到全球领先的空中机器人公司微分智飞,光速光合在短短一年内连续落子,精准卡位技术拐点。其背后是 团队对产业链的深度穿透——既依托光速光合基金的全球科研网络捕捉前沿趋势,又通过客户反馈与场 景验证平衡风险与溢价。当多数机构仍在观望时,光速光合已通过"择时+择势"的组合拳,勾勒出下一代 AI载体的投资版图。 2024年年末,光速光合创业联合领投了自变量机器人的数亿元Pre-A++轮融资。2025年5月,空中机器人公 司微分智飞宣布完成数千万元天使轮及天使+轮融资,由光速光合领投。这两家公司,在光速光合投资之 后几乎不到一个月时间里,估值已经翻倍。 虽然目前落子不多,但项目各有其代表性,光速光合正通过在具身智能的布局,悄然勾勒下一代AI载体的雏 形。 当然,故事的起点还是宇树。在《宇树融资故事:打破精英主义的傲慢》一文中,投中网描摹过宇树融资的 VC众生相。当时谈及光速光合对宇树的这笔投资,数位投资人都表示"神通广大"。 借由这个 ...

Company Overview - Weifen Zhifei (Hangzhou) Technology Co., Ltd. has completed several tens of millions in angel and angel+ round financing within a month, led by Shoucheng Capital and Wuyuan Capital, with participation from other investors [1] - The company focuses on the aerial robotics sector, aiming to create a universal autonomous aerial robot platform and drive intelligent upgrades in industrial, urban, and natural spaces [1] Financing Purpose - The funds from this financing round will be used to accelerate innovation in embodied intelligence in flight, the intelligent evolution of cluster aerial robots, and team building [1] - This investment will provide strong momentum for continuous technological innovation and product implementation in the field of aerial robotics [1] Market Potential - According to predictions from McKinsey and MarketsandMarkets, the global smart aerial robot market is expected to reach a scale of 100 billion by 2030, with a compound annual growth rate exceeding 30% [2] - Aerial robots based on embodied intelligence technology are projected to be the fastest-growing segment, accounting for over 40% of the market [2] Strategic Vision - Weifen Zhifei is evolving aerial robots from single-industry products to "aerospace intelligent terminals" applicable across various sectors [2] - The company aims to build a general autonomous flight platform and distributed cluster system, fostering an open secondary development ecosystem and exploring research and education scenarios [2] Investment Strategy - Shoucheng Capital plans to continue increasing its investment in the robotics industry, leveraging capital, industry chain, and scenario advantages to assist portfolio companies in accelerating their commercialization processes and achieving leapfrog development [2]