以下文章来源于快鲤鱼 ，作者小龙 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 作者丨小龙 编辑丨关雎 图源丨智平方 马年春节刚过，深圳机器人圈炸锅了 ！ 2月23日，深圳通用智能机器人公司 智平方宣布完成超 10亿元B轮融资，估值突破百亿元大关 。这 不仅是深圳 2026年开年以来首个新晋百亿估值具身智能独角兽，也让智平方成为当前深圳未上市具 身智能企业中估值量级最高的企业之一 。 本轮融资阵容豪华，汇聚互联网与 AI巨头、头部央企、特斯拉产业生态链龙头、头部PE及券商系资 本，百度战投、中国中车、沄柏资本、国泰海通等重磅机构联手入局，老股东亦持续加码。 根据睿兽分析， 继 2025年半年内连续完成7轮数亿级融资后，智平方再获5轮加注， 一年累计完成 12轮融资 ，堪称当前全球融资节奏最快的具身智能企业 。 这家成立仅三年的公司凭什么让资本如此追捧？ 答案或许藏在一个标签里： "最像特斯拉的中国机器人创业公司" 。 郭彦东层在采访中透露，导师非常严厉， 在普渡零下 30度的天气里，他半夜去玉米地里采数据做实 验，手指冻得像萝卜。 逐际动力创始人张巍是 ...

Core Insights - Zhifang Technology has completed a Series B financing round exceeding 1 billion yuan, raising its valuation to over 10 billion yuan [1] - The company has achieved a total of 12 financing rounds within a year, including 7 rounds in the first half of 2025 [1] - Zhifang focuses on the research, production, and service of productivity-oriented general-purpose intelligent robots, specifically in the non-performance category [1] Financing and Investment - The latest funding round attracted a diverse group of investors, including internet and AI giants, state-owned enterprises, Tesla ecosystem leaders, prominent private equity funds, and top brokerage firms [1] - The funds will primarily be used to maintain the leading edge of the GOVLA embodied large model capabilities and to drive the iteration and production expansion of the AlphaBot series [1] Product Development and Production - Zhifang has established a complete closed loop from hardware mass production to commercial deployment, adhering to a production-oriented design philosophy [2] - The AlphaBot series has undergone three iterations in less than two years, with the latest model, AlphaBot2, achieving over 50,000 hours of fault-free operation, meeting industrial reliability standards [2] - The company’s self-built production line has reached an annual capacity of 1,000 units, with plans to expand to 10,000 units by 2026 [2] Market Applications - Zhifang's products have been deployed in various fields, including flexible manufacturing in high-end sectors such as automotive, biotechnology, and semiconductor display [2] - The robots perform tasks such as sorting, transporting, and labeling, demonstrating their effectiveness in complex environments [2] - In the new retail sector, the company launched the world's first modular embodied intelligent service space, "Zhimo Cube," which operates in multiple cities and has plans to establish 1,000 units over the next three years [3]

这只是中国具身机器人热潮的缩影之一。当下，中国机器人企业正加速技术攻坚与场景落地，行业正面 临深刻变革。 2月24日，2026年春节后首个交易日，机器人概念表现活跃。截至收盘，新锦动力20CM涨停，瑞可达 涨近17%，润泽科技涨超13%，风华高科、天润工业等涨10%。 | 代码 | 名称 | 涨幅%V | 现价 | | --- | --- | --- | --- | | 920305 | *ST云创 | +29.97% | 9.15 | | 300157 | 新锦动力 | +20.07% | 6.76 | | 688800 | 瑞可达 | +16.63% | 94.00 | | 300442 | 润泽科技 | +13.46% | 86.80 | | 300223 | 北京君正 | +12.19% | 136.68 | | 301560 | 众捷汽车 | +11.07% | 40.74 | | 002283 | 天润工业 | +10.05% | 10.07 | | 603466 | 风语筑 | +10.02% | 12.85 | | 000636 | 风华高科 | +10.01% | 23.40 | | 600 ...

Group 1 - The core viewpoint of the news is that Zhifang, a general intelligent robotics company, has completed a Series B financing round exceeding 1 billion RMB, achieving a valuation of over 10 billion RMB, and has become the fastest-growing embodied intelligence enterprise globally in terms of financing pace [1] - The Series B financing attracted a prestigious lineup of investors, including Baidu's strategic investment, CRRC Capital, Guotai Junan Securities, and deep participation from Tesla's ecosystem leaders and local funds, indicating a "capital + industry" dual-driven investment model [1] - The funds raised will be primarily used for the development of the GOVLA (Global & Omni-body Vision-Language-Action) embodied large model capabilities and to drive the iteration and production line expansion of the AlphaBot series of robotic products [1] Group 2 - Zhifang has experienced a financing explosion period entering 2025, completing multiple rounds of financing in the hundreds of millions within six months, including Pre-A and A rounds with participation from various investment firms [2] - Founded in April 2023 by Guo Yandong, Zhifang focuses on the general intelligent robotics sector, aiming to be a global leader in R&D, production, and service provision of general intelligent robots, leveraging its self-developed embodied large model [2] - The core technology asset of Zhifang is the GOVLA large model, which features a dual-system architecture that balances decision-making rationality and execution efficiency, enabling seamless integration of visual perception, natural language understanding, and action generation [2]

Group 1 - AI Robotics completed over 1 billion RMB Series B financing, with a valuation exceeding 10 billion RMB, involving investments from major players like Baidu and CRRC Capital [1] - The financing will accelerate the development of embodied intelligence technology, core product mass production, and implementation in key industry scenarios [1] - The company has achieved a rapid financing pace, completing 12 rounds of financing in one year, making it the fastest-growing embodied intelligence enterprise globally [1] Group 2 - AI Robotics focuses on the development of the robot brain, with its self-developed embodied large model, GOVLA, being a core technological feature [3] - The company has released the world's first full-body VLA large model, GOVLA, and is recognized for integrating end-to-end concepts from the autonomous driving sector into humanoid robotics [3][4] - The industry is shifting towards a "human-centered" paradigm to accumulate high-quality, multimodal data for training robotic intelligence [3] Group 3 - The timing of the financing announcement is significant, coinciding with a national-level showcase of robotics companies during the Spring Festival [5] - 2026 is viewed as a pivotal year for the robotics industry in China, facing pressures from both external competitors like Tesla and internal challenges related to scaling technology from labs to commercial environments [5][6] - Successful navigation through reliability in factories, complexity in commercial environments, and integration in home settings is crucial for the industry's survival and growth [6]

Core Insights - The core point of the news is that Zhifang, a general intelligent robotics company, has recently completed a Series B financing round exceeding 1 billion RMB, achieving a valuation of over 10 billion RMB, making it the first unicorn in Shenzhen's embodied intelligence sector in 2026 [2][12]. Financing and Valuation - Zhifang has become one of the fastest-growing companies in the global embodied intelligence sector, completing a total of 12 financing rounds within a year, including five rounds in the recent financing cycle [2][12]. - The investment consortium includes major players such as Baidu, CRRC Capital, and Tesla ecosystem leaders, indicating strong interest from both internet and AI giants as well as state-owned enterprises [13]. Industry Context - The embodied intelligence sector is currently one of the hottest investment areas, with 744 investment events and a total financing amount of 73.543 billion RMB reported in the robotics field by the end of 2025 [3][13]. - Zhifang was founded in April 2023 by Guo Yandong, a former core AI team member at Microsoft, focusing on productivity-oriented general intelligent robots [3][14]. Technological Development - Zhifang specializes in developing its own embodied large model, GOVLA, which has shown significant performance improvements compared to similar models from Google, achieving over 80% performance enhancement despite being only 1/20th the size [4][14]. - The company has introduced an end-to-end model that integrates various functionalities, allowing robots to perform complex tasks across different scenarios [5][14]. Commercialization Efforts - Zhifang has made significant strides in commercialization, including a partnership with a major semiconductor panel manufacturer, Huike, which has resulted in a large-scale delivery plan for 1,000 robots over three years [18]. - The company plans to establish 1,000 modular intelligent service spaces, covering various commercial and tourism scenarios in the next three years [18]. Future Outlook - Starting in 2026, the focus will be on leveraging stable intelligent hardware to create a closed-loop of commercial and data applications in real-world scenarios [8][19]. - The industry is expected to see a significant increase in humanoid robot shipments, with projections indicating that global shipments could exceed 50,000 units by 2026 [19].

Core Insights - The article highlights that Zhifang Intelligent Robotics has recently completed a Series B financing round exceeding 1 billion RMB, achieving a valuation of over 10 billion RMB, making it one of the highest-valued embodied intelligence companies in Shenzhen [1][3] - The company is recognized as one of the fastest-growing players in the global embodied intelligence sector, having completed a total of 12 financing rounds within a year [1][3] - The investment round attracted a prestigious lineup of investors, including Baidu, CRRC Capital, and Tesla ecosystem leaders, indicating strong market confidence in the company's technology and growth potential [1][3] Company Overview - Zhifang was founded in April 2023 by Guo Yandong, a former core AI team member at Microsoft, focusing on productivity-oriented general intelligent robots [3][4] - The company has developed its own embodied large model, GOVLA, which significantly enhances performance while being smaller in scale compared to similar models from Google [4][6] - The company aims to leverage its proprietary technology to drive the iteration of its AlphaBot series of robots and expand production lines [1][4] Industry Context - The embodied intelligence sector is currently one of the hottest investment areas, with 744 investment events and a total financing amount of 73.543 billion RMB reported in 2025 [3] - The industry has seen a shift from hardware-focused development to a focus on embodied large models and their commercial applications [3][5] - The competition in the humanoid robot market is intensifying, with companies like Zhifang aiming to establish themselves as leaders in the sector, particularly in Shenzhen [9] Technological Advancements - The GOVLA model allows for full-body control and movement trajectory, enabling robots to perform tasks across various scenarios without needing retraining [6][7] - The company has implemented a unique training acceleration system using a kilowatt-level computing cluster to enhance robot perception and operational speed [7] - Zhifang's robots are designed to provide humanoid services in real-world settings, which is seen as a critical competitive advantage in the market [8][9] Commercialization Efforts - Zhifang has secured significant commercial contracts, including a three-year order for 1,000 robots from a major semiconductor panel manufacturer, recognized as one of the largest single orders in the field [8] - The company plans to deploy 1,000 modular embodied intelligent service spaces in various public and commercial settings over the next three years [8] - The collaboration with CRRC Capital highlights the strategic alignment between high-end manufacturing and embodied robotics, providing a fertile ground for product testing and deployment [8]

马年首个百亿具身独角兽诞生了。 投资界获悉，今日（2月23日），生产力型通用智能机器人公司智平方（AI² Robotics）宣布完成超10亿元B轮系列融资，投资方颇为豪华：中车资本、百 度战投、沄柏资本、国泰海通、多家特斯拉生态链龙头企业及地方基金等。 至此，智平方在一年内累计完成12轮融资，估值超百亿人民币，也成为这一波深圳首个百亿具身智能独角兽。如此节奏背后，是投资人之间难得的共识： 某种程度上，智平方是当前"最像特斯拉"的中国机器人创业公司，正如本轮融资罕见地集体出现了特斯拉生态伙伴的身影。 这番盛况，无疑是中国具身智能爆发最生动的写照。中国机器人正在走向历史更深处，诸神之战，悄然打响。 80后博士，缔造百亿估值 "最像特斯拉机器人" 智平方的故事，始于80后博士郭彦东。 早年他在北京邮电大学完成本科和硕士学业，2013年从美国普渡大学电子与计算机工程学院博士毕业，师从美国工程院院士Jan Allebach和Charles Bouman 教授。后来，郭彦东入选国家级创新领军人才，同时也是香港科技大学（广州）的兼职教授。 智平方创始人兼CEO郭彦东 创业之前，郭彦东的职业履历亮眼——曾在微软西雅图总部担任 ...

Core Viewpoint - The company, Zhifang, a leading global player in the field of robotic foundational models, has successfully completed a Series B financing round exceeding 1 billion RMB, achieving a valuation of over 10 billion RMB, and solidifying its position among the top tier of embodied intelligence enterprises in China [1] Group 1: Financing and Valuation - Zhifang announced a Series B financing round on February 23, 2026, with a scale exceeding 1 billion RMB, leading to a valuation surpassing 10 billion RMB [1] - The company has completed a total of 12 financing rounds within a year, including 5 significant rounds recently, indicating strong investor confidence [2] Group 2: Company Background and Team - Founded in 2023 by Dr. Guo Yandong, a national innovation leader, Zhifang is characterized by a high density of scientific talent, including 5 scientists ranked in the top 2% globally from Stanford [3] - The company is recognized as a "Chinese version of Tesla's robotics team," emphasizing its unique position in the market [4] Group 3: Technological Advancements - Zhifang has established a core technology direction for building physical world models, pioneering the VLA architecture and developing the world's first full-body VLA model, GOVLA, which has achieved significant performance improvements [5][7] - The company has released multiple versions of its models, with GOVLA 0.5 achieving a 30% performance improvement over competitors and redefining the capabilities of robots [5][7] Group 4: Production and Application - Zhifang has built a complete closed loop from hardware mass production to commercial deployment, achieving industrial-grade reliability in its AlphaBot series [8] - The company has secured significant contracts, including a 3-year order for 1,000 units with a major panel manufacturer, validating the stability of its models in complex industrial environments [8] - Zhifang's robots are operational in various sectors, including industrial flexible manufacturing, public services, and new retail, demonstrating their versatility and effectiveness in real-world applications [9]

【导读】智平方B轮系列融资后估值超百亿元，相关人士透露正在筹备上市 中国基金报记者 邱德坤 2月23日，通用智能机器人公司智平方官宣已完成B轮系列融资，融资规模超10亿元。至此，智平方的 估值超过100亿元。 如今，智平方完成B轮系列融资，投资方包括中车资本、百度战投、沄柏资本、国泰海通，以及多家特 斯拉生态链龙头企业。 | | | 都在用的商业盖面工具 用家中小企业发展子基金属下机构 | 美公园 黑电视 亚共斯 重风处 即公路配资 (高速) 权年编 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 0 天服一下 | ■ 出用· 美好合作 企业级产品。 由开通会员· ▲ 国和韩 · | | | 基本信息 88 | | 法律诉讼 | | 经营风险 经营信息 277 | 公司发展 29 | 知识产权 40 | 历史信息 13 @ | | ■ 高级分级 5 核心团队 1 | | 企业业务 1 | 股份融件0 | 英著 2 竞品信息 20 股免费 2 | 日创分 | | | | 融资历程 5 | | | | | | | 天眼 ...