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电商财经盘点:宇树科技,8734股遭弃购;原字节跳动机器人一号位加入小米

亿邦动力 2026-08-16 18:27
亿邦动力 2026/08/16 18:27

邦小白快读

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本文是近期AI、机器人、电商、资本领域的行业动态盘点,汇总了多个领域的核心重点信息,可供普通读者快速掌握行业最新变化。

1. 资本层面:宇树科技开启科创板IPO,网上有8734股遭弃购,梁文锋旗下私募拿下网下私募最大配售份额;面壁智能启动IPO,语用科技天使轮融资估值达20亿美元,十余家AI、机器人、消费品牌完成不同轮次融资,张雪机车获红杉中国独家投资。

2. 产业层面:DeepSeek上线V4 Pro正式版并推出峰谷定价API,阿里千问上线开放平台和AI评测平台,首个任务聚焦跨境电商场景,宇树科技累计下线约18000台人形机器人。

3. 人事层面:原字节跳动机器人团队负责人孔涛已加入小米,负责机器人基座模型研发。

本文呈现了当前智能科技、消费领域的最新产业与资本动向,可为品牌商把握行业趋势、规划业务方向提供参考。

1. 消费趋势与机会:当前人形机器人、具身智能赛道热度极高,已有头部企业实现量产,宇树科技累计下线1.8万台仿生双足人形机器人,赛道内多家企业获得大额融资,说明智能硬件已经进入规模化发展阶段,相关配套品牌可抓住增长机会。

2. 增长案例参考:垂直机车品牌张雪机车获得红杉中国投资后,今年营收预计增长2倍以上,单月交付破万台,说明垂直品类在资本加持下可实现高速增长,品牌可参考其发展路径。

3. 数字化赋能机会:阿里千问开放平台支持品牌接入,可实现从咨询到履约的全链路AI服务,帮助品牌升级用户服务能力。

本文汇总了近期AI、电商、智能领域的多项行业动态,卖家可从中挖掘新机会,调整运营策略。

1. 出海增长机会:美国直播电商平台Whatnot完成G轮融资,投后估值达200亿美元,平台每周新增用户超65万,今年GMV已经超过去年全年的80亿美元,买家规模较去年翻倍,目前正拓展新市场、优化卖家工具,对出海卖家来说是新的流量增长渠道。

2. 降本机会:DeepSeek推出大模型API峰谷定价,空闲时段价格仅为高峰的一半,卖家可错峰调用AI工具完成商品文案生成、设计等工作,有效降低运营成本。

3. 新场景机会:阿里千问上线聚焦跨境电商商品上架的AI任务征集,后续会落地更成熟的AI工具,可帮助卖家提升上架效率,卖家可提前关注布局。

本文梳理了AI、机器人领域的最新产业动态,可为制造工厂把握商业机会、推进数字化转型提供参考。

1. 订单商业机会:当前人形机器人赛道已经进入量产阶段,宇树科技累计下线1.8万台双足人形机器人,诺因智能、西湖机器人、戴盟机器人等多家赛道企业都获得了大额融资,正在加速量产布局,对上游零部件、代工生产的工厂来说,会带来大量稳定的订单需求。

2. 产品方向启示:消费级具身智能是当前资本和产业共同看好的方向,有技术和产能优势的工厂可提前布局相关产品研发和产能储备,切入新赛道抢占先机。

3. 数字化转型启示:AI大模型已经逐步商业化落地,工厂可接入AI工具优化产品设计、生产排期,推进数字化升级,提升生产效率。

本文盘点了AI、机器人、电商领域的最新动向,可帮助服务商把握行业趋势,挖掘客户需求,拓展业务。

1. 行业发展趋势:当前AI大模型、人形机器人、具身智能是一级市场投资热点,大量创业公司获得大额融资,处于快速扩张阶段,对技术服务、供应链服务、人力资源服务、融资咨询等服务有大量需求,服务商可针对性拓展客户。

2. 客户需求参考:开发者对大模型API的成本控制有明确需求,DeepSeek推出峰谷定价模式,匹配开发者错峰降本的需求,服务商可参考该模式优化自身定价和服务方案,提升客户满意度。

3. 业务机会:阿里千问开放平台聚焦跨境电商等真实业务场景,征集AI解决方案,To B服务商可围绕这些场景与平台合作,落地解决方案获取客户。

本文呈现了当前AI、电商领域平台运营的最新动向和行业需求,可供平台商调整策略参考。

1. 定价模式参考:开发者对灵活低成本的大模型调用服务需求强烈,DeepSeek推出峰谷定价模式,空闲时段价格为高峰一半,既平衡了平台算力供需,也降低了开发者成本,该模式值得同类平台参考。

2. 生态建设方向:阿里千问通过开放平台引入第三方开发者,打造从咨询到履约的全链路服务,还推出千问AI Arena评测平台,从真实业务中提取任务征集AI方案,可有效丰富平台生态,挖掘实用落地的AI应用,该思路可供平台借鉴。

3. 招商机会:当前大量AI、机器人创业公司完成融资,处于快速扩张阶段,平台可针对性推出招商政策,吸引优质企业入驻,丰富平台服务能力。

本文汇总了近期AI、机器人、科技领域的资本、产业、人事动态,对研究科技产业发展的研究者有较高的参考价值。

1. 产业新动向:人形机器人赛道已经完成从研发到量产的跨越,头部企业宇树科技累计下线1.8万台仿生双足人形机器人,赛道内多家企业获得大额融资,资本关注度持续提升,说明赛道已经进入规模化发展新阶段。

2. 商业模式新探索:AI大模型领域商业化逐步清晰,DeepSeek推出峰谷定价的API服务,匹配不同时段的算力需求,阿里千问开放生态,引入第三方开发者落地真实场景服务,探索AI生态化的新商业模式。

3. 人才与资本动向:AI领域人才流动频繁,大厂AI高管转投其他企业或创业成为新趋势,一级市场对AI、机器人赛道投资热情高涨,多个新项目获得大额融资,反映出赛道的增长潜力。

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Quick Summary

This article rounds up the latest industry developments across AI, robotics, e-commerce and capital markets, compiling key updates across multiple sectors to help general readers quickly catch up on the most recent industry changes.

1. Capital landscape: Unitree Robotics has launched its STAR Market IPO, with 8,374 shares abandoned by retail subscribers. A private equity firm controlled by Li Wenfeng secured the largest allocation among institutional off-line subscribers. MIndNet has initiated its IPO process, Yuyong Technology has closed its angel round with a $2 billion valuation, more than 10 AI, robotics and consumer brands have completed funding rounds of different stages, and Zhangxue Motorcycle has secured exclusive investment from Sequoia China.

2. Industry developments: DeepSeek has launched the official version of DeepSeek V4 Pro and introduced time-of-use pricing for its API. Alibaba’s Qwen has launched an open platform and an AI evaluation platform, with its first task set focused on the cross-border e-commerce scenario. Unitree Robotics has rolled approximately 18,000 humanoid robots off its production line to date.

3. Personnel updates: Kong Tao, former head of ByteDance’s robotics team, has joined Xiaomi to lead research and development of foundational robotics models.

This article presents the latest industry and capital trends in smart technology and consumer sectors, providing reference for brands to grasp industry trends and plan their business directions.

1. Consumer trends and opportunities: The humanoid robot and embodied intelligence tracks are currently seeing extremely high market enthusiasm, and leading players have already achieved mass production. Unitree Robotics has rolled 18,000 bipedal biomimetic humanoid robots off its production line to date, and multiple companies in the track have secured large-scale funding, indicating that smart hardware has entered a stage of scaled development. Related supporting brands can seize this growth opportunity.

2. Growth case reference: After securing investment from Sequoia China, vertical motorcycle brand Zhangxue Motorcycle projects its annual revenue will more than triple this year, with monthly deliveries exceeding 10,000 units. This shows that vertical categories can achieve high-speed growth with capital backing, and brands can reference its development path.

3. Digital empowerment opportunities: Alibaba Qwen’s open platform supports brand access, enabling end-to-end AI services from customer consultation to order fulfillment, and helping brands upgrade their user service capabilities.

This article compiles multiple recent industry updates across AI, e-commerce and smart sectors, helping sellers identify new opportunities and adjust their operational strategies.

1. Cross-border growth opportunity: US live-stream e-commerce platform Whatnot has closed its G-round funding, reaching a post-investment valuation of $20 billion. The platform adds more than 650,000 new users weekly, has already exceeded its full-year 2023 GMV of $8 billion this year, and has doubled its buyer base year-over-year. It is currently expanding into new markets and optimizing seller tools, making it a new traffic growth channel for cross-border sellers.

2. Cost reduction opportunity: DeepSeek has introduced time-of-use pricing for its large model API, with off-peak rates set at half of peak pricing. Sellers can schedule AI-powered work such as product copywriting generation and design for off-peak hours to effectively cut operational costs.

3. New scenario opportunity: Alibaba Qwen has launched an AI task collection initiative focused on cross-border e-commerce product listing, and will roll out more mature AI tools in this area later. This will help sellers improve listing efficiency, and sellers can monitor and prepare for this opportunity in advance.

This article sorts out the latest industry developments in AI and robotics, providing reference for manufacturing factories to identify business opportunities and advance digital transformation.

1. New order opportunities: The humanoid robot track has now entered the mass production stage. Unitree Robotics has rolled 18,000 bipedal humanoid robots off its production line, and multiple other players in the track including Noein Intelligence, Westlake Robotics and Daimeng Robotics have all secured large-scale funding and are accelerating their mass production expansion. This will bring large, stable order demand for upstream component suppliers and contract manufacturing factories.

2. Product direction insights: Consumer-grade embodied intelligence is currently a space favored by both capital and industry players. Factories with technical and production capacity advantages can lay out R&D and capacity reserves for related products in advance to enter the new track and get a first-mover advantage.

3. Digital transformation insights: Large AI models are gradually being commercialized. Factories can integrate AI tools to optimize product design and production scheduling, advance digital upgrading, and improve production efficiency.

This article rounds up the latest developments in AI, robotics and e-commerce, helping service providers grasp industry trends, identify client demand and expand their business.

1. Industry development trends: Large AI models, humanoid robots and embodied intelligence are currently the hottest investment themes in the primary market. A large number of startups have secured large-scale funding and are in a stage of rapid expansion, creating strong demand for technical services, supply chain services, human resources services, financing consulting and other related services. Service providers can target these segments for client expansion.

2. Client demand reference: Developers have clear demand for controlling large model API costs. DeepSeek’s time-of-use pricing model meets developers’ need to cut costs through off-peak usage. Service providers can reference this model to optimize their own pricing and service plans and improve client satisfaction.

3. New business opportunities: Alibaba Qwen’s open platform focuses on real business scenarios including cross-border e-commerce and is collecting AI solutions. B2B service providers can partner with the platform around these scenarios to deploy solutions and acquire new clients.

This article presents the latest developments and industry demand for platform operations in the AI and e-commerce sectors, providing reference for platforms to adjust their strategies.

1. Pricing model reference: Developers have strong demand for flexible, low-cost large model inference services. DeepSeek’s time-of-use pricing model, which sets off-peak rates at half of peak pricing, balances platform computing power supply and demand while cutting developers’ costs. This model is worth referencing for similar platforms.

2. Ecosystem development direction: Alibaba Qwen attracts third-party developers through its open platform to build end-to-end services from consultation to fulfillment, and also launched the Qwen AI Arena evaluation platform to source AI solutions for tasks extracted from real business scenarios. This approach can effectively enrich platform ecosystems and uncover practical, deployable AI applications, and the思路 is可供other platforms to借鉴.

3. New recruitment opportunities: A large number of AI and robotics startups have recently completed funding and are in rapid expansion. Platforms can launch targeted recruitment policies to attract high-quality enterprises to settle in, and enrich their own service capabilities.

This article compiles recent capital, industry and personnel developments across AI, robotics and broader technology sectors, offering high reference value for researchers studying technology industry development.

1. New industry trends: The humanoid robot track has completed the transition from R&D to mass production. Leading player Unitree Robotics has rolled 18,000 biomimetic bipedal humanoid robots off its production line to date, multiple companies in the track have secured large-scale funding, and capital attention continues to rise, indicating the track has entered a new stage of scaled development.

2. New business model explorations: Commercialization in the large AI model space is gradually maturing. DeepSeek has launched time-of-use priced API services to match computing demand across different time periods, while Alibaba Qwen has opened up its ecosystem to attract third-party developers to deliver services for real business scenarios, exploring a new ecosystem-driven business model for AI.

3. Talent and capital trends: Talent turnover is frequent in the AI sector, and it has become a new trend for big tech AI executives to move to other firms or found startups. The primary market maintains strong investment enthusiasm for AI and robotics tracks, with multiple new projects securing large-scale funding, reflecting the strong growth potential of the sector.

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.

【亿邦原创】宇树科技,8734股遭弃购;面壁智能启动IPO;张雪机车获红杉中国独家新一轮投资;原字节跳动机器人一号位加入小米

资本·大事

1 宇树科技,8734股遭弃购

宇树科技8月14日公告,网上投资者缴款认购的股份数量9,698,266股,网上投资者放弃认购数量8,734股;网下投资者缴款认购的股份数量22,650,148股,网下投资者放弃认购数量0股。网上、网下投资者放弃认购股数全部由保荐人(主承销商)包销,保荐人(主承销商)包销股份的数量为8,734股,包销金额为1,317,087.20元,包销股份数量占扣除最终战略配售部分后本次发行数量的比例约为0.03%,包销股份数量占本次发行总规模的比例约为0.02%。

据了解,8月11日,宇树科技公告称,中签号码共有19414个,每个中签号码只能认购500股宇树科技A股股票。宇树科技此次科创板IPO发行价为150.80元/股,中一签(500股)需缴款7.54万元。

2 梁文锋拿下宇树科技网下私募最大份额,今年他财富已净增1300多亿元

继打新长鑫科技后,梁文锋旗下私募再次打新宇树科技,并拿下私募最大份额。据悉,共135家私募旗下2839只产品获宇树科技网下配售,获配金额合计42.99亿元。其中,梁文锋旗下宁波幻方量化、浙江九章资产共有198只产品获配,合计获配25.82万股,金额约3893.74万元,按配售对象数量计为私募机构中最多。彭博亿万富翁指数显示,截至7月15日,梁文锋净资产达360亿美元(约2440亿元),位列全球第63位;年内财富增长199亿美元(约1342亿元),增幅超120%。(每日经济新闻)

3 面壁智能启动IPO

证监会网站披露,北京面壁智能科技股份有限公司于2026年8月11日在北京证监局办理辅导备案登记,拟首次公开发行股票并上市,辅导券商为中信证券。辅导备案报告显示,该公司无控股股东,公司第一大股东为北京清语启航科技中心(有限合伙),持股比例16.45%。

4 林俊旸创办AI公司语用科技,天使轮融资估值20亿美元

8月12日,千问前技术负责人林俊旸宣布已在上海创办了一家新公司语用科技,研究方向为横跨数字世界和物理世界的下一代智能体。他同时透露,高榕创投和HSG(红杉中国)共同领投本轮融资,腾讯和上海未来产业基金提供支持。从知情人士处获悉,林俊旸所称的“本轮融资”为语用科技天使轮融资,估值为20亿美元。

据此前消息,1993年出生的林俊旸,曾是阿里最年轻的P10级技术专家,与智谱AI创始人唐杰、月之暗面(Kimi)创始人杨植麟、腾讯首席AI科学家姚顺雨并称为“基模四杰”。今年3月,林俊旸宣布从阿里离职,开启创业之路。(证券时报、第一财经)

AI·前沿

1 DeepSeek V4 Pro正式版上线

8月13日凌晨DeepSeek官网更新API文档,DeepSeek V4 Pro对应模型版本更新为DeepSeek-V4-Pro-0813,开发者已可以通过API调用,这意味着DeepSeek V4的两个版本Flash和Pro正式版都完成发布。文档显示,V4 Pro正式版依旧支持1M上下文和384K最大输出,价格为3元/百万Token输入、6元/百万Token输出,缓存命中输入为0.025元/百万Token。据此前消息,DeepSeek于7月底推出V4 Flash正式版,Agent能力大幅增强,后迅速登顶全球Token调用量排行榜。(蓝鲸新闻)

2 DeepSeek调价方案公布,空闲时段价格为高峰的一半,8月17日生效

8月13日,深度求索官方宣布将对DeepSeek API价格进行更新调整,采用峰谷定价,空闲时段价格为高峰时段价格的一半。高峰时段为北京时间9:00-12:00、14:00-18:00(其余为空闲时段)。新价格将于北京时间2026年8月17日00:00开始生效。(中新经纬)

3 阿里千问开放平台上线,租房租车、寄快递等服务可对话办理

8月10日,千问开放平台上线,面向生态伙伴和开发者开放手机、PC和AI眼镜三类终端的服务接入,首批伙伴覆盖物流运输、房产居住、本地生活、理财、汽车等十多个领域。通过开放平台,第三方可创建AI智能体,以独立对话空间形态,在千问APP上为用户提供从咨询、推荐到履约的完整服务链路。(IT之家)

4 “千问AI Arena”上线!首个任务聚焦跨境电商

阿里宣布,8月12日,千问AI平台上线“千问AI Arena”。这是一个面向AI Agent的挑战与评测平台,从真实业务中产生挑战任务,为开发者提供模型、运行环境和评测能力,征集并验证能解决实际问题的Agent方案。首个任务由千问AI平台与Aidge联合发起,聚焦跨境电商商品上架场景。(IT之家)

5 Manus将恢复独立运营

8月11日,Manus发布《致Manus用户的一封信》。Manus表示,即将恢复以独立公司的形式运营,作为恢复独立运营的一部分,同时为遵守特定司法辖区的监管要求,部分用户在2025年12月29日当天或之后产生的数据,将于2026年8月23日08:00起至8月24日期间(SGT)被删除。受影响的用户可以从现在起至2026年8月23日07:59(SGT)备份数据,并可从2026年8月25日08:00(SGT)起恢复数据。在此期间,未受影响的用户可以照常使用Manus,无需采取任何行动。(界面新闻)

6 宇树人形机器人累计生产下线约18000台

8月12日,宇树科技宣布,旗下人形机器人累计生产下线约18000台。该数据仅包括仿生双足人形的数量,不含其他类人形机器人或轮式底盘人形。(凤凰网科技)

什么值得投资

1 “艾欧智能”完成数亿元融资

机器人与具身智能数据基础设施企业“艾欧智能”(IO-AI Tech)宣布完成数亿元融资。本轮融资由顺为资本、松禾资本、深创投联合投资,并获得头部机器人本体企业战略投资。本轮融资金将主要用于三方面:持续加大核心产品研发投入,建设多元化研发团队以及加速全球市场拓展,提升机器人规模化应用能力。

2 深海智人完成超5亿元A轮融资

深海机器人公司深海智人宣布已完成超5亿元A轮融资,新进股东包括光合创投、达晨财智、纪源资本、毅达资本、中保投资、中电科投资以及凯辉基金管理的道达尔能源作为出资主体的能源科技基金;同时,正轩投资、云泽资本、云时资本、高捷资本、行至资本等一众老股东大比例追投。

3 诺因智能完成5亿元人民币天使++轮融资

8月10日,消费级具身智能大模型公司诺因智能宣布完成单笔5亿元人民币天使++轮融资。本轮融资由经纬创投领投,红点创投、商汤国香资本、华登科技、L2F光源创业者基金跟投。本轮融资将重点投入更强泛化的具身大模型研发、GLOW生成式世界模型持续迭代,以及产品验证与量产提速。

4 西湖机器人完成过亿元A轮融资

从西湖机器人科技(杭州)有限公司获悉,近日,公司A轮融资已完成,由海愿基金领投,融资金额过亿元。据悉,本轮融资将主要用于人形机器人统一大模型技术攻关,迭代升级自研通用大脑,打磨GAE身外化身系统等。西湖机器人总部位于杭州,是国内知名的机器人通用大小脑公司,此前已完成多轮融资,投资方包括赛富基金、小苗朗程、河南投资集团汇融基金等机构。

5 戴盟机器人宣布完成数亿元融资,蚂蚁集团领投

8月11日,戴盟机器人宣布完成数亿元融资,由蚂蚁集团领投,老股东超额跟投加注。近两个月内,戴盟连续完成亿元A轮与数亿元战略融资,此前投资方包括汇川产投、中国移动链长基金、联想创投、招商局创投、中国电信等产业资本。据介绍,戴盟机器人孵化于香港科技大学研究团队,2023年正式运营,总部位于深圳,并在香港设有研发中心,目标是构建贯通触觉感知、数据与模型的物理AI全栈。

6 魔形智能完成A轮融资

8月10日,“Token超级工厂”魔形智能宣布完成A轮融资。本轮融资由毅达资本领投,并引入多家战略资源方,诚元祥投资、洪山资本、瑞锋资本、南通产控思源人工智能基金(由南通产控、上海交大菡源资产共同发起设立)、灏俊投资等联合投资,达泰资本、香港科技园创投基金等老股东持续加注。本轮融资资金将主要用于推进算力基础设施技术迭代与商业化落地。

7 张雪机车获红杉中国独家新一轮投资,今年营收有望增长2倍以上

张雪机车近日获得红杉中国独家投资,具体交易条款未予披露。据悉,张雪机车去年营收6.7亿元,今年有望达到20–25亿元,有望实现2倍以上增长;产能方面单月交付量已破万台。本轮融资完成后双方未来将围绕企业治理、人才建设、产业资源和全球化发展展开深度合作。(财联社)

8 美国直播电商平台Whatnot完成G轮融资估值达200亿美元

日前,美国直播电商平台Whatnot宣布完成最新一轮融资,投后估值达200亿美元,较不到一年前的估值接近翻倍。官方披露数据显示,平台每周新增用户超65万,今年以来商品交易总额已超过2025年全年的80亿美元,买家规模较去年同期实现翻倍。本轮为G轮融资,融资规模5.45亿美元,由Iconiq、Lightspeed和Avra领投。资金将用于优化卖家工具,将AI技术接入更多销售环节,帮助卖家触达更多买家,拓展新市场,搭建全球规模最大最受信任的交易市场。

人事变动

1 原字节跳动机器人一号位加入小米,负责基座模型研发

从多方独立信源处确认,原字节跳动机器人团队负责人孔涛已加盟小米,目前担任小米机器人基座模型团队负责人。多位知情人士透露,孔涛于2025年夏天就已加入小米,并带来不少原先在字节跳动工作的员工。目前,小米机器人事业部大约有200人。“小米机器人的基座模型团队很神秘。孔涛带领的基座模型团队有单独的办公地。小米高管集体在飞书上开会时,孔涛甚至不用露脸。”一位接近小米机器人的知情人士透露。小米机器人事业部对内也属于高度保密状态。(21财经)

文章来源:亿邦动力

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宇树科技科创板IPO弃购情况如何?

宇树科技本次科创板IPO发行价为150.80元/股,8月14日公告显示网上投资者放弃认购数量为8734股,网下投资者弃购数量为0,全部弃购股份由保荐人包销,包销金额约131.71万元,包销股份占本次发行总规模比例约为0.02%。

原字节跳动机器人负责人孔涛加入小米后负责什么?

孔涛2025年夏天已加盟小米,目前担任小米机器人基座模型团队负责人,还带来了不少原先在字节跳动工作的下属员工,其带领的基座模型团队有单独办公地,属于小米高度保密的机器人事业部板块。

DeepSeek V4 Pro正式版有哪些核心特性?

DeepSeek V4 Pro正式版于2026年8月13日上线,对应版本号为DeepSeek-V4-Pro-0813,支持1M上下文和384K最大输出,定价为3元/百万Token输入、6元/百万Token输出,缓存命中输入为0.025元/百万Token,开发者可通过API调用。

国内机器人赛道近期有哪些融资动态?

近期国内机器人赛道融资活跃,艾欧智能、深海智人、诺因智能、西湖机器人、戴盟机器人、魔形智能等多家相关企业先后完成融资,融资金额从过亿元到超5亿元不等,投资方包含顺为资本、蚂蚁集团等多家知名投资机构。

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