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具身智能规模化落地 智身科技签约8亿元订单

亿邦动力 2026-03-27 10:57
亿邦动力 2026/03/27 10:57

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智身科技在具身智能全球渠道生态大会上宣布多项重要进展和实用信息。

1. 签约8亿元订单:与赛力斯集团、联想等19家合作伙伴签署协议,产业伙伴占4亿元、行业伙伴3亿元、区域经销商1亿元,显示市场高度认可。

2. 2026年目标:营收突破10亿元,冲刺四足机器人销量第一,并解决应用落地问题。

3. 新品发布:铜锤M1 Pro具备3D多楼层导航功能,支持工业地形覆盖;铜锤M1 Ultra搭载720度3D环视感知系统,解决传统盲区场景;钢镚L2升级后电池容量提升200%,动力性能超两倍提升。

4. 渠道计划:启动繁星计划,为行业伙伴提供技术、产品和落地赋能,为代理商打通可持续盈利闭环。

5. 应用场景:产品已覆盖物流运输、安防巡检、应急救援、导盲服务等多元领域,赋能千行百业。

智身科技的战略布局聚焦品牌营销和渠道建设,提供产品研发和消费趋势洞察。

1. 品牌营销:通过全球大会展示“引领具身智能行业应用”主题,签约8亿元订单强化市场地位,目标成为四足机器人标杆企业。

2. 品牌渠道建设:繁星计划从技术、产品、落地三维度赋能行业伙伴,并支持代理商销售增长,实现全球核心区域覆盖。

3. 产品研发:发布铜锤M1系列新品,如M1 Pro的3D导航和M1 Ultra的环视感知技术,体现创新;钢镚L2升级提升性能参数。

4. 消费趋势:应用场景包括消防、安防、导盲等,显示用户行为向复杂环境适配需求增长,市场空间达万亿级。

智身科技的政策解读和市场机会为卖家提供增长策略和合作启示。

1. 政策解读:繁星计划明确赋能政策,降低方案落地门槛,支持代理商可持续盈利,未来两年目标覆盖全球核心区域。

2. 增长市场:签约8亿元订单反映具身智能产业广阔空间,2026年营收目标10亿元,机会在物流、安防等多元场景。

3. 合作方式:与19家合作伙伴签署协议,包括产业和行业伙伴,提供学习点如产学研合作共建产业学院。

4. 机会提示:新品如铜锤M1 Ultra解决传统盲区问题,带来正面影响;万亿级市场红利共享,风险提示需关注规模化落地挑战。

智身科技的产品生产和设计需求为工厂提供商业机会和数字化启示。

1. 产品生产设计:一体化平台“零部件—整机研发—制造—量产”实现全栈赋能,新品如钢镚L2电池容量提升200%,关节峰值扭矩提升100%,极限负重比达7.5:1。

2. 商业机会:签约8亿元订单显示市场需求,应用场景如矿山巡检、消防救灾等提供规模化复制的机会。

3. 推进数字化:技术闭环包括数据飞轮(真实世界—虚拟世界—真实世界),通过物理属性仿真提升生产精度,启示电商化量产路径。

行业发展趋势和新技术为服务商解决客户痛点提供方案。

1. 行业趋势:具身智能从技术探索迈向规模商用,2026年目标营收10亿元,市场空间达万亿级。

2. 新技术:铜锤M1 Pro的3D多楼层导航和M1 Ultra的720度环视感知系统,解决狭小空间、陡坡等传统盲区痛点。

3. 客户痛点:针对巡检、救援等复杂场景,提供稳定作业方案;数据飞轮技术通过仿真反哺真实环境适配。

4. 解决方案:生态伙伴展示消防应急救援、安防巡检等应用案例,如北京凌天集团和上海盈盾项目,提供可复制模型。

平台的最新做法和招商策略为平台商优化运营管理。

1. 平台做法:繁星计划从销售平台、流量、运营三层面增长赋能,构建共生共赢生态,目标实现全球区域覆盖和百家绩优代理商。

2. 平台招商:签约19家合作伙伴,包括行业和区域经销商,提供技术、产品落地支持,降低合作门槛。

3. 运营管理:通过产学研合作(如与北大方正共建产业学院)规避风险,确保可持续盈利闭环;新品发布如铜锤系列强化平台竞争力。

4. 风向规避:应用场景覆盖教育科研、公共安防等,提示需关注规模化复制中的交付挑战。

产业新动向和商业模式为研究者提供政策启示。

1. 产业动向:具身智能规模化落地加速,从概念验证走向多元场景应用,如物流、导盲服务,2026年目标解决应用落地问题。

2. 新问题:技术路线基于物理交互的数据飞轮闭环,需研究真实环境适配;产学研合作模式通过产教融合注入长期动能。

3. 商业模式:全栈式技术闭环从核心部件到场景落地,生态构建包括签约8亿元订单和繁星计划,共享万亿级市场。

4. 政策启示:产学研协同(如三方合作共建学院)提供法规建议,启示产业高质量发展需校企协同。

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Quick Summary

Zhishan Technology announced significant progress and practical information at its Embodied Intelligence Global Channel Ecosystem Conference.

1. Secured 8 billion RMB in orders: Signed agreements with 19 partners, including Seres Group and Lenovo, comprising 4 billion from industrial partners, 3 billion from industry partners, and 1 billion from regional distributors, demonstrating strong market recognition.

2. 2026 targets: Aiming for revenue exceeding 10 billion RMB, striving to become the top seller in the quadruped robot market, and resolving application deployment challenges.

3. New product launches: The Tongchui M1 Pro features 3D multi-floor navigation for industrial terrain; the Tongchui M1 Ultra is equipped with a 720-degree 3D panoramic perception system to address traditional blind spots; the Gangben L2 upgrade offers a 200% increase in battery capacity and over double the power performance.

4. Channel plan: Launched the "Starry Sky Plan" to provide industry partners with technology, product, and deployment support, and to help agents establish sustainable profit cycles.

5. Application scenarios: Products already cover diverse fields such as logistics, security patrols, emergency rescue, and guide services, empowering numerous industries.

Zhishan Technology's strategy focuses on brand marketing and channel development, offering product R&D insights and consumer trend analysis.

1. Brand marketing: Showcased the theme "Leading Embodied Intelligence Industry Applications" at the global conference, reinforced market position with 8 billion RMB in orders, aiming to become a benchmark enterprise in quadruped robots.

2. Channel development: The Starry Sky Plan empowers industry partners through technology, product, and deployment support, facilitating global coverage in key regions and boosting agent sales growth.

3. Product R&D: Launched new Tongchui M1 series products, featuring innovations like 3D navigation in the M1 Pro and panoramic perception in the M1 Ultra; the Gangben L2 upgrade enhances performance metrics.

4. Consumer trends: Applications in firefighting, security, and guide services reflect growing demand for adaptation to complex environments, indicating a trillion-RMB market potential.

Zhishan Technology's policies and market opportunities provide growth strategies and partnership insights for sellers.

1. Policy interpretation: The Starry Sky Plan offers clear empowerment policies, lowers deployment barriers, supports sustainable profitability for agents, and targets global core region coverage within two years.

2. Growth market: 8 billion RMB in orders reflect the vast potential of the embodied intelligence industry, with a 10 billion RMB revenue target by 2026, presenting opportunities in logistics, security, and other sectors.

3. Partnership models: Signed agreements with 19 partners, including industrial and industry collaborators, offering learning points such as industry-academia collaboration to establish industrial colleges.

4. Opportunity alert: New products like the Tongchui M1 Ultra address traditional blind spots, creating positive impacts; sellers can share in the trillion-RMB market红利, though risks include scaling deployment challenges.

Zhishan Technology's product design and production needs offer commercial opportunities and digitalization insights for factories.

1. Product design and production: An integrated platform covering "components—whole-machine R&D—manufacturing—mass production" enables full-stack empowerment; new products like the Gangben L2 feature a 200% battery capacity increase, 100% peak joint torque boost, and a 7.5:1 extreme load-to-weight ratio.

2. Commercial opportunities: 8 billion RMB in orders indicate market demand; applications like mine inspections and fire rescue provide scalable replication opportunities.

3. Digital advancement: The technology闭环 includes a data flywheel (real world—virtual world—real world), improving production precision through physical property simulation, and offering insights into e-commerce mass production paths.

Industry trends and new technologies provide solutions for service providers to address client pain points.

1. Industry trends: Embodied intelligence is transitioning from technical exploration to commercial scale, with a 10 billion RMB revenue target by 2026 and a trillion-RMB market potential.

2. New technologies: The Tongchui M1 Pro's 3D multi-floor navigation and M1 Ultra's 720-degree panoramic perception address pain points in confined spaces and steep slopes.

3. Client pain points: Offers stable operation solutions for complex scenarios like inspections and rescue; data flywheel technology uses simulation to enhance real-world adaptation.

4. Solutions: Ecosystem partners showcase applications in fire rescue and security patrols, such as projects with Beijing Lingtian Group and Shanghai Yingdun, providing replicable models.

Platform strategies and merchant recruitment approaches offer operational optimization insights for marketplace operators.

1. Platform practices: The Starry Sky Plan empowers growth through sales platforms, traffic, and operations, building a symbiotic ecosystem targeting global coverage and hundreds of high-performing agents.

2. Merchant recruitment: Signed 19 partners, including industry and regional distributors, providing technical and product deployment support to lower collaboration barriers.

3. Operations management: Mitigates risks through industry-academia collaboration (e.g., co-building industrial colleges with Peking University Founder Group), ensuring sustainable profit cycles; new product launches like the Tongchui series enhance platform competitiveness.

4. Risk avoidance: Applications in education, research, and public security highlight the need to address delivery challenges in scaling replication.

Industry developments and business models offer policy insights for researchers.

1. Industry dynamics: Embodied intelligence is accelerating in scaled deployment, moving from proof-of-concept to diverse applications like logistics and guide services, with a 2026 goal to resolve deployment issues.

2. New challenges: The technology roadmap, based on a data flywheel闭环 for physical interaction, requires research into real-world adaptation; industry-academia collaboration models inject long-term momentum through integration.

3. Business models: A full-stack technology闭环 spans core components to scenario deployment, with ecosystem building including 8 billion RMB in orders and the Starry Sky Plan, sharing in a trillion-RMB market.

4. Policy implications: Industry-academia synergy (e.g., tripartite college collaborations) offers regulatory suggestions, indicating that high-quality industry development requires school-enterprise cooperation.

Disclaimer: The "Quick Summary" content is entirely generated by AI. Please exercise discretion when interpreting the information. For issues or corrections, please email run@ebrun.com .

I am a Brand Seller Factory Service Provider Marketplace Seller Researcher Read it again.

2026年3月25日,以“引领具身智能行业应用”为主题的智身科技全球渠道生态大会在三亚举行。本次大会汇聚全球近百家合作伙伴,通过战略发布、新品亮相、政策解读、技术分享、方案演示与现场签约,集中展现智身科技在具身智能机器人领域的全产业链布局与规模化落地能力,推动具身智能从技术探索走向规模化商用落地。

大会现场,智身科技与赛力斯集团股份有限公司、联想(上海)信息技术有限公司、智元创新上海科技股份有限公司等19家合作伙伴签署合作协议,签约总金额达8 亿元,其中产业伙伴4 亿元、行业伙伴3 亿元、区域经销商1 亿元,这一成果彰显了产业界与市场对智身科技技术实力及商业前景的高度认可,也折射出具身智能产业广阔的发展空间。

01 2026年目标:营收突破10亿元

智身科技联合执行总裁金亮在大会上发表致辞,明确智身科技2026年三大核心目标:

一、立足产品领先,生态领先,打造四足机器人标杆企业,冲刺四足机器人销量第一,营收突破10亿元;

二、引领具身智能行业,解决应用落地问题;

三、与合作伙伴构建强大生态,共筑产业新未来。

金亮表示,依托全链路自研能力与顶尖研发团队,智身科技以 “赋能千业,智周万物” 为使命,通过技术闭环、产品迭代、渠道赋能与场景化解决方案,持续推动具身智能产业进化,与生态伙伴共拓万亿级蓝海市场。

智身科技联合创始人、联合执行总裁刘宇龙在《引领具身智能行业应用》主题演讲中,系统阐述公司战略布局,展示从核心部件到场景落地的全栈式技术闭环与工程化交付能力。

刘宇龙表示,智身科技通过 “零部件 — 整机研发 — 制造 — 量产” 一体化平台,实现硬件、软件、机器人本体到行业解决方案的全栈赋能,为具身智能规模化落地提供完整支撑体系。刘宇龙代表智身科技做出承诺,公司将在四足产品矩阵品类实现产品第一,技术第一,品质第一,交付第一。

智身研究院院长潘为教授在《基于物理交互的具身智能,构建具身智能的数据飞轮》演讲中分享具体身智能技术路线:智身科技正打造真实世界 — 虚拟世界 — 真实世界的数据飞轮闭环,以数据反哺与物理属性仿真,让机器人在真实复杂环境中精准适配、稳定作业。

02 铜锤M1系列两款新品亮相

智身科技以“自主研发为核心、全链条能力为支撑”,持续构建核心技术壁垒。大会现场,智身科技重磅发布铜锤M1系列两款新品——铜锤M1 Pro与铜锤M1 Ultra。

铜锤M1 Pro:行业首款具备3D多楼层导航功能的行业级机器狗,支持3D建图与跨场景巡检,实现工业地形覆盖与自主任务作业。

铜锤M1 Ultra:搭载行业首创720°3D环视感知系统,全球首次将汽车智驾级全景感知能力带入地面移动机器人领域。狭小空间、单向通道、狭窄巷道、陡坡行进等传统盲区场景均可安全高效通过,可广泛应用于巡逻巡检、应急救援、园区作业等复杂场景。

此外,大会还预热了全新升级的钢镚L2。相比钢镚L1,钢镚L2电池容量提升200%,动力性能提升超两倍,关节峰值扭矩提升100%,极限负重与自重比达7.5:1,防护能力再升级。

03 渠道合作繁星计划启动

产业的高质量发展离不开生态协同。为推动构建共生共赢的渠道生态,智身科技销售总监刘学洁发布2026年渠道与合作政策,并正式启动繁星计划:

对行业伙伴:从技术、产品、落地三维度补位赋能,降低方案落地门槛;

对代理商:从销售平台、流量、运营三层面增长赋能,打通可持续盈利闭环;

刘学洁表示,未来两年将携手伙伴完成全球核心区域全覆盖,实现百家绩优代理商留存、五大行业标杆场景全覆盖;未来3—5年,合力成为具身智能时代引领者,共享万亿级市场红利。

值得关注的是,智身科技的生态布局已延伸至产学研协同领域。在本次大会签约仪式上,智身科技与北大方正软件职业技术学院、北京小步科技正式达成三方合作,共建具身智能产业学院,通过产教融合、研用一体、校企协同,为具身智能产业长期高质量发展注入动能。

04 规模化加速落地,赋能千行百业

在解决方案与行业应用分享环节,多家生态伙伴集中展示了与智身科技联合打造的场景化落地成果,其中,包括北京凌天集团的消防应急救援解决方案、上海盈盾的安防巡检机器人项目、柔克智能的电力巡检机器人,以及五八机器人推出的智能机器导盲犬等创新应用等,共同呈现出智身科技在千行百业中的广泛应用与实践成果。

具身智能从概念验证迈向规模应用,核心依托于扎实可交付、可规模化复制的场景解决方案。目前,智身科技的具身智能产品已深度覆盖物流运输、文娱表演、教育科研、公共安防、应急救援、导盲服务、矿山巡检、消防救灾、景区值守等多元场景。

文章来源:亿邦动力

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