档案库 · 太空 · 机器人 · 国防 · 战略决策 · 2024–2026
千寻智能3个月融资近50亿元，估值超百亿
2024年成立的千寻智能3个月融资近50亿元，押注模型而非硬件；v1.6登顶RoboArena。
Spirit AI (千寻智能)
做的是什么生意
An embodied intelligence company. It self-develops a 'General Brain' for robots: Spirit, an embodied foundation model with a VLA (vision-language-action) and world-model architecture, and also develops the humanoid robot Moz1.
启动资金：Cumulative financing since the seed round: two rounds totaling nearly 2 billion yuan (近20亿元) in February 2026 (valuation exceeding 10 billion yuan/百亿), 1 billion yuan (10亿元) in April, 1.5 billion yuan (15亿元) in June, totaling nearly 5 billion yuan (近50亿元) in 3 months.
起因
In early 2024, Han Fengtao, former co-founder and CTO of Rokae (珞石机器人), founded Spirit AI with co-founders Gao Yang (Tsinghua University → UC Berkeley → assistant professor at Tsinghua's Institute for Interdisciplinary Information Sciences, known as one of the 'Four Berkeley Returnees' (伯克利归国四子)) and Zheng Lingyin. In the same year, it completed 3 funding rounds: a seed round by Shunwei Capital (顺为资本) and Oasis Capital (绿洲资本); a 200 million yuan (2亿元) angel round by Shunwei Capital together with Qiancheng Capital (千乘资本); and an angel+ round by Bairui Capital (柏睿资本).
经过
In April 2025, it completed a 528 million yuan (5.28亿元) Pre-A round led by Prosperity7 Ventures, part of Saudi Aramco (沙特阿美); that year, it released the VLA Spirit v1 early access version and launched its first commercial-grade humanoid robot, Moz1. In February 2026, two funding rounds totaling nearly 2 billion yuan (近20亿元) pushed its valuation above 10 billion yuan (百亿元); in April, it received another 1 billion yuan (10亿元) round co-led by Shunwei Capital and Yunfeng Capital (云锋基金); on June 3, it announced a 1.5 billion yuan (15亿元) A+ round and said Spirit v1.6 ranked first globally in the RoboArena benchmark, surpassing NVIDIA (英伟达) Cosmos3 and Physical Intelligence Pi0.5.
结果
It completed 4 funding rounds in 3 months, raising a cumulative total of nearly 5 billion yuan (近50亿元), setting a record for financing frequency in the embodied intelligence track and becoming a unicorn valued at over 10 billion yuan (百亿元). It has launched benchmark pilots with CATL (宁德时代), JD.com (京东), Bosch (博世), and others, but bulk procurement orders have not yet landed.
背景
千寻智能由前珞石CTO韩峰涛和伯克利归国高阳于2024年初创立，2025年4月完成5.28亿元Pre-A轮。截至2026年6月，3个月内完成4轮融资，总额近50亿元，估值超百亿。
其赌注是：具身智能的关键在于“通用大脑”，而非硬件。创始人认为AI模型是泛化之源；硬件只是渐进式改进。因此千寻聚焦数据和算法，用自研UMI设备采集真实数据，目标2026年达到百万小时，用于训练Spirit（VLA+世界模型），让一个模型适配各种机器人。
2026年6月3日，Spirit v1.6登顶RoboArena，成为首个登顶的中国模型，击败英伟达Cosmos3和Physical Intelligence Pi0.5。同时宣布15亿元A+轮。与宁德时代、京东、博世的合作均为试点，尚未大规模落地。
这件事要成立，得有什么
- 大模型赋予机器人泛化能力，而硬件没有飞跃；智能成为最高杠杆的投资点。
- 团队稀缺：韩峰涛交付过2万多台机器人；高阳在预训练到强化学习领域领先。
- 数据是瓶颈；千寻用自研UMI设备确保真实数据，押注数据密度决定模型上限。
- 顺为、云锋等产业资本入局，标志着从验证转向部署；它们押注机器人进入自身业务。
可借鉴之处
当硬件成本下降、多人造机器人本体时，千寻智能投入算法和数据，让模型成为适配层。
后续进展
截至2026年6月4日，千寻智能估值已超百亿元人民币，Spirit v1.6全球RoboArena登顶，人形机器人Moz1已发布。与宁德时代、京东、博世的合作仍以标杆试点为主；行业普遍问题是实验室成功率与真实产线部署效果有差距。公司短期目标是在仅1小时微调数据下，预训练后达到95%任务成功率。
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