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哈工大学生 正排队IPO敲钟

王露 2026-06-08 10:29
王露 2026/06/08 10:29

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本文核心介绍了迎来106周年校庆的哈工大,已经走出一支享誉创投圈的机器人IPO创业军团,核心干货信息整理如下:

1. 目前已有多个项目走到上市阶段:乐聚智能成为首家以创业板第四套标准申报IPO的企业,斯坦德机器人已递表港交所,卧安机器人登陆港交所成为AI具身家庭机器人第一股,市值超180亿港元,速腾聚创成为2024年港股首个IPO,市值超150亿港元,哈工大教授还参与孵化了全球无人机巨头大疆。

2. 哈工大机器人创业形成了独特的代代接力模式:依托校园机器人比赛文化培养人才,校友组队积累技术后南下深圳对接产业落地,目前创投圈已经形成“看机器人投哈工大系”的共识,不少00后新生代创业者也已经拿到大额融资,后续还有大量新项目正在成长。

本文梳理了机器人赛道的创业发展现状,能为品牌商提供消费趋势、产品研发、品牌打造多方面的参考干货:

1. 赛道机会层面,机器人赛道已经从实验室走向大众市场,细分赛道机会丰富,不仅工业场景需求旺盛,家庭AI具身机器人也已经跑出市值超180亿港元的上市企业,消费端机器人新品牌存在较大增长空间,消费趋势明显向上。

2. 品牌打造层面,背靠顶尖工科高校的技术背景,很容易获得资本和市场的信任,哈工大系机器人项目已经成为创投圈的优质名片,品牌商可以尝试绑定高校科研资源,打造技术硬核的品牌标签。

3. 产品研发层面,哈工大系创业者普遍从具体问题出发,重视技术落地真实场景,这种研发思路更适合硬科技产品,值得品牌商参考。

本文为机器人相关卖家梳理了赛道机会和发展路径,相关干货整理如下:

1. 市场机会层面,当前机器人赛道处于高速增长期,多个细分领域都存在未被满足的需求:工业端工厂、仓库、生产线需要智能化改造,自动驾驶领域需要激光雷达等配套产品,消费端家庭场景对AI机器人需求持续增长,新兴的具身智能领域也有大量机会,目前多个上市项目已经验证了赛道的可行性,新创业者也能轻松获得大额融资。

2. 路径参考:卖家可以借鉴哈工大系的创业路径,先通过竞赛、实验室积累技术和团队能力,再对接发达产业带落地,依托高校资源对接资本,降低创业初期的资源门槛。

3. 风险提示:赛道更看重真实落地能力,纯概念项目很难获得长期发展,需要打磨系统工程能力,从真实需求出发打磨产品,才能获得市场认可。

本文为制造工厂、机器人配套工厂梳理了相关商业机会和转型启示,干货整理如下:

1. 需求层面,当前工业端对机器人的需求旺盛,斯坦德机器人等项目就是把技术落地到工厂、仓库的物流智能化场景,说明工厂数字化智能化升级已经带来大量机器人产品需求,有研发能力的工厂可以切入相关产品领域,抢占市场。

2. 转型启示:工厂推进数字化和电商转型,可以对接顶尖工科高校的科研和人才资源,借助高校的技术积累解决转型中的技术难题,还可以开拓新的业务方向。

3. 配套商业机会:当前大量机器人创业公司不断涌现,需要零部件生产、代加工等供应链配套支持,有产能和技术优势的工厂可以对接这类创业团队,开拓新的业务增长点,获得更多发展机会。

本文为机器人相关创投服务、产业服务服务商梳理了行业趋势和客户需求,干货整理如下:

1. 行业发展趋势:硬科技时代下,顶尖工科高校已经成为机器人创业项目的核心孵化器,哈工大已经形成了代代接力的机器人创业生态,源源不断输出优质项目,创投圈对哈工大系项目认可度极高,服务商可以锚定顶尖工科高校的创业群体,开发针对性服务,获得稳定客户来源。

2. 客户核心痛点:高校出身的创业团队早期普遍缺产业资源、缺资本对接渠道,很多团队来自北方,需要对接南方沿海发达产业带的落地资源,服务商可以针对性推出成果转化对接、融资对接、产业落地配套等服务,解决客户痛点。

3. 客户筛选参考:优质机器人项目普遍具备从真实需求出发、重视工程能力的特点,这类项目成功率更高,可以作为服务商筛选客户的核心标准。

本文为科创孵化平台、创投平台等平台型企业梳理了行业需求和运营方向,干货整理如下:

1. 招商储备方面,优质硬科技机器人项目大量出自顶尖工科高校,平台商可以主动和哈工大这类工科强校达成战略合作,像深创投一样提前对接挖掘优质项目,储备优质招商资源,锁定好项目。

2. 运营服务优化方面,高校创业团队普遍存在远离产业带、缺落地资源的问题,平台商可以针对这类需求打造配套孵化服务,帮助北方高校创业团队对接南方产业带的供应链、市场、资本资源,提升项目存活率,也能提升平台自身的吸引力。

3. 风险规避方面,平台投资孵化机器人项目时,要优先选择有工程积累、从真实需求出发、有团队传承的项目,避开纯概念炒作的项目,降低投资运营风险,提升整体成功率。

本文为产业创新、高校成果转化领域的研究者提供了很多新的研究样本和产业动向,干货整理如下:

1. 产业新动向:当前我国硬科技创业已经形成了新的高校孵化模式,区别于传统的单个项目成果转化,哈工大走出的机器人IPO军团形成了梯队式创业模式,依托校园机器人竞赛文化培养人才,一代代校友接力创业,形成了集群效应,这种新模式值得深入研究。

2. 高校成果转化的新布局:哈工大打造哈尔滨、威海、深圳一校三区的布局,哈尔滨做基础研发,深圳对接产业资本,这种布局解决了北方高校远离产业带的问题,放大了成果转化效率,为高校产学研融合提供了新的样本。

3. 新的研究问题:当前创投圈已经形成了高校品牌背书的差异化认知,哈工大在机器人高端制造领域的品牌效应,会影响项目的融资成功率和发展速度,这种高校品牌对创业的影响也是值得研究的新方向。

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Quick Summary

This article profiles Harbin Institute of Technology (HIT) on its 106th anniversary, highlighting a prominent cohort of HIT-affiliated robot startups that have reached IPO status and earned widespread recognition in China’s venture capital circle. Key takeaways are as follows:

1. Multiple HIT-founded robot ventures have gone public or filed for IPO: Leju Intelligence became the first company to file for an IPO on the ChiNext board under the fourth set of listing standards; Standard Robots has submitted its listing application to the Hong Kong Stock Exchange (HKEX); Woan Robot debuted on the HKEX as the first listed AI embodied home robot, with a market capitalization exceeding HK$18 billion; RoboSense became the first Hong Kong IPO of 2024, with a market cap over HK$15 billion. HIT professors have also co-incubated DJI, the global drone giant.

2. HIT has developed a unique intergenerational relay model for robot entrepreneurship: It nurtures talent through campus robotics competition culture, then alumni teams accumulate technical expertise before moving south to Shenzhen for industrial commercialization. Today, the VC community has a widespread consensus that "top robotics investments come from the HIT system"; a new generation of post-2000 founders from HIT have already secured large funding rounds, and a strong pipeline of new projects is in development.

This article sorts out the current development of China’s robotics startup ecosystem, offering actionable insights for brand builders in consumer trends, product R&D, and brand building:

1. Sector opportunity: The robotics industry has moved beyond lab R&D to reach the mass market, with rich opportunities across multiple segments. Demand is strong in industrial scenarios, and an AI embodied home robot startup has already listed with a market cap exceeding HK$18 billion, proving there is substantial room for growth for new consumer robotics brands, with clear upward momentum in consumer demand.

2. Brand building: A technical background tied to a top engineering university easily earns trust from both capital and the market. HIT-affiliated robotics projects have become a well-recognized quality brand in China’s VC industry. Brands can leverage partnerships with university research resources to build a reputation for technical rigor.

3. Product R&D: HIT-founded founders typically start from solving specific real-world problems and prioritize commercializing technology for practical use cases. This R&D approach is particularly well-suited for hard tech products and serves as a strong reference for brands.

This article outlines sector opportunities and development paths for robotics-related sellers and founders, with key insights as follows:

1. Market opportunity: The robotics sector is currently in a period of rapid growth, with unmet demand across multiple segments: Industrial players need intelligent upgrades for factories, warehouses and production lines; the autonomous driving sector requires supporting components such as lidar; consumer demand for AI home robots continues to grow; and the emerging field of embodied intelligence also offers abundant opportunities. The success of multiple listed projects has already validated the sector’s viability, and new founders can readily secure large funding rounds.

2. Pathway reference: Founders can follow the HIT model: First build technical capabilities and assemble a team through competitions and lab work, then connect with mature industrial clusters for commercialization, and leverage university resources to access capital, lowering the resource barrier for early-stage entrepreneurship.

3. Risk warning: The sector values practical commercialization capabilities heavily. Concept-only projects struggle to sustain long-term growth. Founders need to refine their systems engineering capabilities and build products aligned with real-world demand to earn market acceptance.

This article summarizes relevant commercial opportunities and transformation insights for manufacturing factories and robotics component suppliers, as follows:

1. Demand outlook: Current industrial demand for robotics is strong. Projects such as Standard Robots have successfully commercialized technology to enable intelligent logistics in factories and warehouses, proving that the ongoing digital and intelligent transformation of manufacturing has generated massive demand for robotics products. Factories with R&D capabilities can enter this segment to capture market share.

2. Transformation insights: Factories pursuing digital and e-commerce transformation can partner with top engineering universities to access their research and talent resources. This allows factories to leverage existing academic technical expertise to solve technical challenges during transformation and explore new business directions.

3. Supporting business opportunities: A steady stream of new robotics startups are emerging, and they need supply chain support including component manufacturing and contract production. Factories with existing production capacity and technical advantages can partner with these startup teams to open new growth channels and capture new development opportunities.

This article sorts out industry trends and client demands for venture capital and industrial service providers focused on robotics, as follows:

1. Industry development trend: In the hard tech era, top engineering universities have become core incubators for robotics startups. HIT has developed a fully formed intergenerational robotics entrepreneurship ecosystem that continuously outputs high-quality projects, and HIT-affiliated projects enjoy extremely high recognition in the VC community. Service providers can focus on startup communities from top engineering universities, develop tailored services, and secure a stable client base.

2. Core client pain points: Early-stage university-born startup teams generally lack industrial resources and capital access channels. Many of these teams are based in northern China, and need support to connect with commercialization resources in the developed industrial clusters along southern China’s coast. Service providers can launch tailored services including technology commercialization matching, funding connections, and industrial landing support to solve these pain points.

3. Client screening reference: High-quality robotics projects generally share the traits of starting from real demand and prioritizing engineering capabilities. These projects have higher success rates, and can be used as a core standard for client screening.

This article sorts out industry demands and operational directions for platform businesses including tech innovation incubation platforms and venture capital platforms, as follows:

1. Deal sourcing and pipeline: High-quality hard tech robotics projects are disproportionately founded by top engineering universities. Platforms can proactively build strategic partnerships with engineering powerhouses like HIT, just as Shenzhen Venture Capital Group does, to source and lock in high-quality projects early, building out a strong pipeline of attractive investment opportunities.

2. Operational service optimization: University-based startup teams often face challenges including distance from major industrial clusters and lack of commercialization resources. Platforms can build tailored incubation services targeting this gap, helping northern Chinese university startups connect with supply chain, market and capital resources in southern industrial clusters. This improves project survival rates and enhances the platform’s own appeal to founders.

3. Risk mitigation: When investing in and incubating robotics projects, platforms should prioritize projects with established engineering experience, alignment with real demand, and intergenerational team succession, while avoiding pure concept-driven projects. This reduces investment and operational risk and improves overall portfolio success rates.

This article provides new research samples and industry insights for scholars studying industrial innovation and university technology commercialization, as follows:

1. New industry trends: China’s hard tech entrepreneurship has given rise to a new university-led incubation model. Unlike the traditional model of commercializing individual standalone research projects, HIT’s cohort of IPO-bound robotics startups has formed a tiered entrepreneurial ecosystem. It nurtures talent through campus robotics competition culture, with generations of alumni building on previous work to launch new ventures and create a clustering effect. This new model warrants further in-depth research.

2. New blueprint for university technology commercialization: HIT operates a three-campus layout across Harbin, Weihai and Shenzhen: Harbin focuses on basic research, while Shenzhen handles connections to industry and capital. This layout solves the longstanding problem of northern Chinese universities being geographically removed from major industrial clusters, improves technology transfer efficiency, and offers a new benchmark for university-industry research collaboration.

3. New research directions: China’s VC community has already formed a differentiated perception of university brand endorsement. HIT’s strong brand in high-end robotics manufacturing impacts the fundraising success and growth speed of its affiliated startups. This effect of university brand on entrepreneurship represents a promising new area for future research.

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 .

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最被低估的985。

作者/王露

报道/投资界PEdaily

哈工大,迎来了自己的106岁生日。

今天(6月7日),哈尔滨工业大学迎来建校纪念日。这所中国最北端的985,正在悄悄走出一支机器人IPO军团。

把时间拉长来看:乐聚智能、斯坦德机器人走到IPO门前,卧安机器人成功登陆港交所,速腾聚创成为2024年港股第一个IPO。更早之前,由哈工大教授参与孵化的大疆,虽未上市却早已长成全球无人机巨头。

犹记得那一幕,深创投党委书记、董事长左丁带队到哈尔滨工业大学调研,双方签署战略合作框架协议。硬科技时代下,这所中国最北端的985高校正在源源不断地输送硬核创业者。

最硬IPO军团

他们从哈工大走来

时间回到2012年央视春晚舞台。

一群来自哈工大的机器人登台,跳了一分半钟的舞。冷晓琨就在那支队伍里。多年后回看,那次亮相像一个意外的起点——春晚之后,一批对机器人感兴趣的年轻人循声而来,算法、机械设计、控制等不同背景的校友开始聚到一起。

那时,机器人还远没有今天这般热闹。对这群哈工大学生来说,它是实验室和赛场里一次次重来。

几年后,这支团队南下深圳,创办乐聚智能。如今,乐聚智能已经走到IPO门前。就在上个月,深交所受理乐聚智能上市申请,它也成为首家以创业板第四套上市标准申报的企业。

这不是孤例。

十多年前,刚刚结束高考的王永锟在电视上看到哈工大机器人代表队的比赛画面,当即决定报考。后来,他如愿走进哈工大,并成为竞技机器人队队长。

毕业后,王永锟与几位校友共同创办斯坦德机器人,把曾经在赛场上练出的能力,带进工厂、仓库和生产线。如今公司也已递表港交所,即将敲响IPO钟声。

类似的路径,也发生在卧安机器人身上。

创始人李志晨16岁考入哈工大电子信息工程专业,也是在大学的机器人比赛中,结识了潘阳等几位同届校友。其间,他们第一次飞越上千公里南下深圳参加竞赛。最终,略显青涩的他们拿下了全国一等奖,也是场上唯一获奖的本科生团队。

多年后,李志晨向投资界回忆,那趟深圳之行像是命运埋下的伏笔。后来,还是这几位年轻人来到深圳,创办卧安机器人,把校园里训练出的工程能力落到家庭场景里。2025年,卧安机器人登陆港交所,成为“AI具身家庭机器人第一股”,如今市值超过180亿港元。

再往前看,速腾聚创则是另一个哈工大样本。

2007年,邱纯鑫来到哈工大深圳攻读博士,师从朱晓蕊教授,研究户外移动机器人环境感知。那时,激光雷达还远没有成为自动驾驶的标配,更多只是实验室里的课题。

博士毕业后,他与导师朱晓蕊、同门师弟刘乐天共同创办速腾聚创,把实验室里的感知技术推向真实产业。直到2024年,速腾聚创登陆港交所,成为当年港股首个IPO,市值超150亿元。

朱晓蕊教授的故事,还连着另一家更早走向世界的明星公司——大疆。

故事要回到大疆刚成立时。这支年轻团队起初并不顺利,缺人才,也缺钱。2008年前后,李泽湘为团队引荐资源,朱晓蕊由此走进大疆,并担任首席科学家。

朱晓蕊本硕毕业于哈工大,留学回国后进入哈工大深圳任教。进入大疆后,她一边提供研发支持,参与攻克关键技术难题,一边把学生带到创业现场。不少哈工大学子留在大疆,成为这家公司早期的种子员工。

多年后,大疆成长为全球无人机巨头,朱晓蕊也由此一战成名。

投资人开抢

中国机器人黄埔军校

放眼创投圈,哈工大新生代的面孔更多了。

00后创业者秦深涛也有类似的经历。他本科就读于哈工大机电工程学院。此前曾与投资界聊起,那时他有一个很强的执念:只要自己出现在赛场上,哈工大的机器就必须拿冠军。

此后他带队斩获几乎所有能拿的机器人竞赛冠军。2025年,他创办具身智能领域公司OriginFlow(渊澈太初),运营数月累计融资已超过5亿元。

还有2004年出生的黄一,早在大一时就手搓出成本仅两万元的双足机器人,21岁创办萝博派对,迅速拿下经纬创投、小米战投等千万美元融资,成为哈工大军团最年轻的创业者之一。

再往产业链深处看,两位80后哈工大校友联手创办法奥意威;哈工大博士后韩硕打造智兀科技;汪滔同门师妹石金博创办李群自动化……

在哈工大,机器人比赛是一种延续多年的校园文化——就像一间没有围墙的工程课堂,最终在赛场斩获硕果。每隔几年,这里就会成长出一批很有代表性的人物。当一个“Superstar”出现,资源、队友会自然聚拢,慢慢长出一个“Superteam”。

这或许也是哈工大机器人创业者持续涌现的原因:绝不是某一个人在突围,而是一代代人沿着相似路径接力生长。

他们并不处在同一条细分赛道,却有着相似底色:从具体问题出发,重视系统能力,把技术放进真实场景里打磨。这背后,是哈工大更深的积累。

创投圈有一种朴素判断:看互联网和AI,绕不开清华;看机器人、航天和高端制造,哈工大常常是让投资人闭眼投的安全牌。

新血液

下一批人正在路上

很少有一所大学,像哈工大这样,把自己的命运写进中国工业化进程。

1920年,哈尔滨中俄工业学校在北国冰城创办,最初设铁路建设和电气机械工程两个科。到了1938年,学校更名为哈尔滨工业大学,沿用至今。那时,中国现代高等教育刚刚起步,一开始哈工大就带着一种鲜明的北方气质:沉默、坚硬、扎实。

新中国成立后,哈工大迎来关键转身。20世纪50年代,它被确定为全国学习国外高等教育办学模式的样板大学之一;1954年,又进入国家首批重点建设的6所高校行列。“工程师的摇篮”,由此成为外界认识哈工大的经典标签。

这句评价,后来被一次次验证。

1958年,哈工大开始面向尖端方向调整专业设置。到1962年前后,学校逐渐形成服务国防科技和国民经济建设的多科性大学体系。此后,它进入“211工程”,成为首批“985工程”九所重点大学之一,又入选“双一流”建设高校名单。

回望过去一个多世纪,哈工大的名字始终出现在那些更难、更重、更需要长期投入的领域里:航天、装备制造、国防科技、机器人、人工智能。一组数字足够说明分量:哈工大培养出131位两院院士、千余位航天国防总师,在全国高校中名列前茅。

“规格严格,功夫到家。”这句校训也成了哈工大最鲜明的注脚。

今天的哈工大,已经形成哈尔滨、威海、深圳一校三区格局。一个扎根北方,一个临海而立,一个深入中国最活跃的科技产业带。地理空间被拉开之后,哈工大的半径也被不断放大:它保留着老牌工科大学的底色,也更近距离地连接产业、资本、创业和新技术浪潮。

某种意义上,这也是一代代学子命运的展开。说到底,在我们漫长一生当中,一个人的成就除了自身奋斗之外,还离不开时代的选择。

故事绕回原点。今天恰好是高考第一天,又有千万个年轻人,正握着笔写下答案。他们中的某一些,会在某个夏天走进大学,走进某间实验室、某支战队,继续把这件事做下去。

106年过去,哈工大写下的历史已经足够厚重。但更远的路,仍在后来者手上。

这束火,正传向新的地方。

注:文/王露,文章来源:投资界(公众号ID:pedaily2012),本文为作者独立观点,不代表亿邦动力立场。

文章来源:投资界

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