档案库 · AI 与模型 · 战略决策 · 2023–2026
自变量机器人押注具身智能“大脑”
2023年12月成立，两年融资约20亿元人民币，获阿里云投资。
X Square Robot（自变量机器人）
做的是什么生意
Embodied intelligence company: self-develops general embodied intelligence large models (WALL-A series VLA) and hardware such as wheeled dual-arm robots and five-finger dexterous hands, targeting scenarios such as research and education, home services, and logistics sorting.
起因
Founded in Shenzhen in December 2023. Founder and CEO Wang Qian earned bachelor's and master's degrees from Tsinghua University and is one of the earliest scholars in the world to introduce the attention (Attention) mechanism into neural networks; co-founder and CTO Wang Hao earned a PhD from Peking University and formerly served as head of the Fengshenbang large-model team at IDEA Research Institute (IDEA研究院封神榜大模型团队), leading R&D of China's first 10-billion-parameter large model and one of the earliest 100-billion-parameter large models, Ziya. From founding, the two established the technical path of achieving general embodied intelligence through an end-to-end unified large model.
经过
In May 2025, it completed a Series A of several hundred million RMB, led by Meituan Strategic Investment (美团战投); in August, it released the fully self-developed wheeled dual-arm humanoid robot Quantum 2 (量子2号) and open-sourced Wall-OSS, an embodied foundation model for developers; in September, it announced a nearly RMB 1 billion Series A+ round led by Alibaba Cloud and Guoke Investment (国科投资) — this was Alibaba Cloud's first investment in an embodied intelligence project, and cumulative 8 rounds totaled about RMB 2 billion. On January 12, 2026, it announced completion of a RMB 1 billion Series A++ round, with investors including ByteDance, Sequoia China, and others, four months after the previous round; the two rounds totaled nearly RMB 2 billion.
结果
As of January 2026, X Square Robot had launched three products: Quantum 1 (量子1号), Quantum 2, and a five-finger dexterous hand (五指灵巧手); after the Series A++ round, cumulative funding reached the RMB 3 billion scale. But according to Omdia data, humanoid robot industry shipments in 2025 were about 13,000 units, and X Square Robot was not on the list; 21st Century Business Herald (21世纪经济报道) directly said that in 2026 it 'needs to hurry to catch up on the commercialization lesson'.
背景
X Square Robot于2023年12月在深圳成立，押注具身智能的瓶颈在“大脑”而非硬件本体。创始人王谦获清华大学学士和硕士学位，是全球最早将注意力机制引入神经网络的研究者之一；CTO王昊曾主导中国首批千亿参数大模型“紫东太初”；两人从创立起就确立了端到端统一大模型的技术路线，拒绝只做硬件或只做软件。
团队选择了全栈自研的较重路径：自主研发主从遥操作、外骨骼、无本体等数据采集设备，积累高质量真实机器人数据，然后训练“WALL-A”系列VLA（视觉-语言-动作）操作大模型，同时也打造机器人本体和灵巧手。2025年8月发布轮式双臂人形机器人“量子2号”，并开源具身基础模型Wall-OSS。
资本迅速跟进：2025年5月美团战投领投数亿元人民币A轮；9月阿里云和国科投资领投近亿元人民币A+轮（阿里云首次投资具身智能项目），累计8轮约20亿元人民币；2026年1月12日再完成亿元人民币A++轮，投资方包括字节跳动、红杉中国等，四个月内两轮合计近20亿元人民币。
资金问题暂时解决，商业化问题浮出水面：据Omdia数据，2025年人形机器人出货量约1.3万台，X Square Robot未上榜；21世纪经济报道评价其在2026年“需要赶紧补上商业化这一课”。截至2026年9月，公司仍在扩张，但营收和订单规模没有公开数据。
这件事要成立，得有什么
- 王谦判断，具身智能下一阶段竞争的本质是建立在数据闭环和模型进化能力之上的基础模型竞争。
- 行业中本体公司受资本青睐，而“具身大脑”稀缺；他认为缺乏产品级大脑会限制机器人的自主决策能力。
- 创始团队有注意力机制和大模型研发背景，选择大脑路线比做硬件更契合自身积累。
- 他认为中国具身智能的融资速度不是太快而是有点慢，比美国慢一个数量级，需要继续加大投入。
可借鉴之处
押注“大脑”能差异化，但资本不等于商业成功；出货量和营收是下一步。
后续进展
截至2026年9月，9轮融资约30亿元人民币。2025年10月搬入航天创新大厦。王谦称2026年为“质变之年”。商业化未公开：2025年人形机器人出货量1.3万台，X Square未上榜；量子产品的营收和订单仍保密。
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