Sharpa押注灵巧手，欲重演激光雷达故事

做的是什么生意

Sharpa makes general-purpose robots and core components: its first product is the SharpaWave tactile dexterous hand with 22 active degrees of freedom (mass production in October 2025), followed by the wheeled full-body humanoid robot North and the dexterous manipulation model CraftNet, and it uses a robot restaurant operating as a real business to validate full-process autonomy.

启动资金：Cumulative financing exceeded RMB 4.5 billion (45亿元) (first disclosed in August 2026), with a post-money valuation of about RMB 22 billion (220亿元); investors include Alibaba (阿里巴巴), Meituan (美团), Tencent (腾讯), JD.com (京东), Transsion (传音), and Sequoia China (红杉中国), Qiming Venture Partners (启明创投), Meituan Longzhu (美团龙珠), etc.

起因

At the end of 2024, Hesai Technology (禾赛科技) CEO Li Yifan co-founded Sharpa with CTO Xiang Shaoqing and chief scientist Sun Kai, operating independently from Hesai. The three are the founding team of LiDAR company Hesai, and had previously bet correctly on autonomous driving through LiDAR; Li Yifan judged that the robot market would be 10 times the car market, but concentration would be far higher than in cars, and that general-purpose robots worldwide would ultimately perhaps have no more than 5 players.

经过

In January 2026, its existence was first disclosed by First Financial (第一财经) and LatePost Auto (晚点Auto); the first product SharpaWave had already entered mass production in October 2025. On August 28, 2026, financing was first disclosed publicly: cumulative more than RMB 4.5 billion (45亿元), post-money valuation about RMB 22 billion (220亿元), with industrial capital such as Alibaba (阿里巴巴), Meituan (美团), Tencent (腾讯), JD.com (京东), Transsion (传音) and investors such as Sequoia China (红杉中国), Qiming Venture Partners (启明创投) participating; on the same day, it announced the opening of a robot restaurant in partnership with DQ at the Wujiang Road (吴江路) store in Shanghai, where the robot completed a 55-step process for a Blizzard (暴风雪) from ordering to delivery, with a current single-cup success rate of about 90% and about 6 minutes (about 3 minutes for a store employee). Hesai's interim report showed that it provided power modules to Sharpa.

结果

Still running: financing is used for core technology R&D and talent; the DQ Shanghai Wujiang Road store became the world's first 'zero retrofit, fully autonomous' robot restaurant, and Sharpa plans to first 'drill through' several real scenarios, accumulate generalization capability and real data, and gradually enter homes starting in 2028.

可借鉴之处

一个获胜的创始团队可以在相邻硬件领域复制其打法，但成功取决于复用训练数据，而非过去的辉煌。