中国具身智能的"产业派"。 作为中国最早提出并系统性研发端到端VLA技术范式的创企，智平方早在2024就与北大等顶尖机构 联合发布的RoboMamba模型，不仅比Pi的OpenVLA更早公开应用，还在未见任务的泛化能力上显 著超越当时SOTA的Google RT 系列模型。今年联合头部高校发布的FiS-VLA，则进一步提升了机 器人在复杂环境中的响应速度和泛化能力。这些成果不仅让智平方跻身国际前沿，更让全球看到了中 国具身智能的技术厚度。 当然， WAIC上的三大演示只是爱宝能力的缩影。作为中国具身智能的"产业派"，智平方从不止步 于技术展示，而是将核心技术真正投入到高强度的产业场景中。 在汽车制造领域，智平方与东风柳汽的合作是一个标志性案例。搭载GOVLA大模型的爱宝进驻到东 风柳汽的工厂，在上下料、物流转运、贴标签、收纳保护布等环节中进行应用探索。这标志着国产具 身大模型首次获得汽车制造全场景验证，是领先技术获得顶级工业场景深度打磨的里程碑。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，智平方（AI² Robotics）携通用智能机器人Al ...

"我伸手它就转身给我拿可乐了！"一位观众在智元机器人展台兴奋地感叹道。 （观众现场体验智元机器人递可乐 财联社记者摄） 正在举行的2025世界人工智能大会上，多家机器人展商都特别展示了机器人在各个场景的应 用，现场互动吸引了诸多观众的围观。 在宇树科技展台，与格斗比赛同款的人形机器人G1、四足机器人B2和Go2亮相；在智元机器 人展台，两个机器人拎着手花欢乐地跳舞。 （财联社记者摄于宇树科技展台） （智元机器人正在跳舞 财联社记者摄） 财联社记者在现场看到， 智平方的通用智能机器人AlphaBot（爱宝）系列作为展区的焦点， 在现场真正上演了多场景、多任务的"技能秀"——打冰淇淋/做咖啡、2X2码垛、打架子鼓等 等。 据智平方相关负责人介绍，在三场演示的背后，智平方自主研发的端到端具身大模型 Alpha Brain是关键。除了工业场景，智平方还将业务拓展到公共服务领域。 （智平方的通用智能机器人爱宝正在打架子鼓 财联社记者摄） （财联社记者摄于具识智能展台） 财联社记者从侨银股份（002973.SZ）方面获悉，公司正与国家地方共建人形机器人创新中 心进行合作，主攻环卫作业、物业管理、家居等首批三类场景，产品" ...

Core Viewpoint - The commercialization of robotics is entering a critical phase, with companies like Zhifang and Digital Huaxia taking different approaches in industrial and commercial applications, respectively [1][2][3] Group 1: Scene Selection - The industry consensus is that embodied robots will first penetrate industrial applications, followed by commercial and household uses, due to the controlled and repetitive nature of industrial environments [2] - Zhifang focuses on industrial scenarios, developing the AlphaBot series with a self-developed end-to-end VLA embodied model, while Digital Huaxia targets commercial applications with humanoid robots designed for interactive experiences [2][3] - The challenges in commercial environments are greater due to safety and interaction complexities, necessitating continuous optimization of technologies like voice and visual recognition [3][4] Group 2: Supply Chain Layout - Zhifang emphasizes full-stack self-research of its VLA model and plans to establish its own production line, learning from the early stages of the electric vehicle industry [6][7] - Digital Huaxia is building a software ecosystem by creating PaaS and RaaS platforms, allowing third-party developers to enhance their humanoid robots' capabilities [6][7] - The two companies represent different business models: Zhifang operates like a direct store with a focus on self-research, while Digital Huaxia resembles a franchise model, promoting ecosystem collaboration [7] Group 3: Capital Perspective - Investment focus varies by stage; early-stage investors prioritize team background and technology, while later stages emphasize scene delivery capabilities and technology generalization [9] - The U.S. market favors AI software companies, while the Chinese market is more mature in hardware ecosystems, leading to a greater emphasis on the practical application of embodied robots [9][10] - Future business models are expected to shift from selling hardware to offering collaborative services, which could unlock significant market potential [10][11]