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把技术用到最有价值的场景中去 若愚科技进入能源核心赛道

烨楠 2026-08-20 09:51
烨楠 2026/08/20 09:51

邦小白快读

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本文介绍了具身智能行业的发展现状,以及国内创业公司若愚科技切入能源垂直赛道的实践经验,核心干货如下:

1. 当前具身智能行业的发展矛盾:机器人本体和核心零部件已经具备成熟产业基础,但机器人大脑技术仍处于早期,技术路线未收敛,距离通用机器人还有很长距离,垂直高危场景是当下最现实的落地突破口。

2. 若愚科技的落地成果:若愚科技聚焦能源高危特种场景,打造了“若愚九天”机器人大脑、“若愚揽月”防爆本体、“若愚天工”数采闭环的三大产品矩阵,拿到国内首个高级别复合防爆认证,已经在佛山等多地加油站试点成功,验证了落地价值。

3. 企业长期规划:若愚科技定位做机器人大脑供应商,未来将走生态化平台路线,从能源场景逐步复制到更多高危垂直领域。

本文为To B硬科技品牌的产品研发、品牌建设和路线选择提供了诸多可参考干货,核心内容如下:

1. 产品研发方向参考:不需要盲目追逐热门的通用机器人赛道,可选择有明确真实痛点、具备天然场景壁垒的垂直领域切入,若愚科技选择能源高危场景,解决人工不愿做、不敢做的痛点,快速建立了差异化优势。

2. 品牌传播参考:To B硬科技落地真实C端接触场景后,可收获自发的口碑传播,若愚科技佛山加油站试点成为网红打卡点,获得了花钱买不到的免费市场教育效果。

3. 品牌壁垒建设参考:提前布局行业必备资质,如能源场景的防爆认证,积累真实场景数据形成数据壁垒,同时清晰定位长期方向,锚定核心智能环节走生态化路线,可避免同质化硬件竞争。

本文为关注智能机器人领域的卖家指明了新的增长机会与需要注意的风险,干货内容如下:

1. 增量市场机会:今年是具身智能进入场景落地的关键之年,通用场景赛道拥挤竞争激烈,而能源高危特种场景是尚未充分开发的增量市场,该场景存在人工成本高、安全风险高、人员缺口大的问题,对智能化替代的需求十分明确。

2. 入场风险提示:该领域存在较高的进入门槛,不仅需要国家权威机构颁发的防爆认证,认证周期长达一年,还要适配不同场景的温度、通信、设备接口、安全规范等差异化要求,新玩家入场需要提前准备。

3. 可借鉴的模式:可参考若愚科技的模式,聚焦自身擅长的核心环节,联合行业伙伴分工协作,先单点试点打磨产品再逐步复制扩张,有效降低前期试错风险。

本文为从事机器人制造、相关硬件生产的工厂带来了新的商业机会与转型启示,干货内容如下:

1. 产品生产需求:当前能源行业智能化升级对符合要求的特种防爆机器人本体需求明确,核心要求是通过国家高级别复合防爆认证,同时能够适配不同温度、地理环境、通信条件的场景,给具备本体制造能力的工厂带来了大量定制化、规模化生产机会。

2. 商业合作机会:若愚科技长期定位为机器人大脑供应商,走开放生态路线,未来会和不同本体厂商合作,具备防爆设计、制造经验的工厂可对接相关合作,直接切入能源智能化升级赛道。

3. 数字化转型启示:工厂做智能化升级不需要一开始就追求通用化,可先从自身有优势的垂直细分场景切入,在真实作业中积累数据打磨产品,再逐步扩张,同时可对接核心技术供应商分工协作,发挥自身制造优势。

本文为面向能源智能化、机器人领域的服务商提供了行业趋势、客户痛点和解决方案的参考干货,内容如下:

1. 行业发展趋势:当前具身智能已经完成前期技术探索,正式进入场景落地的关键阶段,垂直高危场景是最先实现商业化落地的方向,能源行业已经完成基础的数字化、自动化改造,接下来向自主无人作业升级,对成熟解决方案的需求十分旺盛。

2. 核心客户痛点:能源行业高危作业场景长期存在人工成本高、安全事故风险高、年轻人不愿意从事相关岗位的痛点,传统自动化方案无法适配复杂环境,不能完成全流程自主作业,无法解决核心痛点。

3. 可参考的成熟方案:若愚科技的“大脑-本体-场景数据”三位一体方案,核心是自研具备全链路智能能力的机器人大脑,搭配合规防爆本体,通过真实场景试点沉淀数据形成闭环,持续迭代模型能力,这套方案已经通过试点验证,具备可复制性。

本文为面向工业智能化、机器人领域的平台商梳理了产业需求和运营方向,核心干货如下:

1. 当前产业对平台的需求:具身智能行业分工正在逐渐清晰,掌握核心大脑技术的厂商倾向于聚焦研发,需要平台整合本体制造商、系统集成商、行业终端客户等多方资源,搭建协作生态,降低各方合作成本。

2. 平台招商布局方向:可重点引入若愚科技这类掌握核心智能技术、已经拿到行业核心资质、有真实落地试点的技术厂商,同时对接不同环节的合作伙伴,完善生态覆盖,吸引更多能源行业客户接入。

3. 运营与风险规避:平台要提前提示入场玩家关注垂直场景的特有壁垒,比如资质门槛、场景适配要求,避免盲目入场造成损失,可帮玩家对接资质认证、客户资源,推动先试点验证再扩张,降低整个生态的试错成本。

本文为具身智能产业化领域的研究者提供了全新的产业实践样本和研究方向,核心干货如下:

1. 产业发展新动向:当前具身智能行业已经从追捧通用机器人的技术探索阶段,转向解决真实产业痛点的垂直场景落地阶段,能源高危特种场景因为任务边界清晰、痛点明确,成为率先验证具身智能商业价值的突破口,行业发展正在回归理性务实的方向。

2. 产业面临的核心问题:目前中国机器人本体和核心零部件已经具备成熟的产业基础,机器人大脑技术路线尚未收敛,成为制约行业落地的核心瓶颈,同时垂直场景存在资质壁垒、数据壁垒,新参与者很难突破,这些都是值得深入研究的问题。

3. 全新商业模式探索:若愚科技提出的“定位核心机器人大脑供应商+开放生态合作”模式,通过“单点场景落地-输出标准化产品-垂直行业复制”的路径,构建数据驱动的产业飞轮,为具身智能产业化提供了可研究的全新样本,具备较高的研究价值。

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Quick Summary

This article outlines the current development status of the embodied intelligence industry and shares practical insights from Ruoyu Technology, a Chinese startup that has entered the energy vertical track. Key takeaways are as follows:

1. Current industry contradictions: While robot hardware and core components already have a mature industrial foundation, robot "brain" technology remains in an early stage with no converged technical path. General-purpose robots are still far from commercialization, making vertical high-risk scenarios the most realistic near-term landing breakthrough.

2. Ruoyu Technology's landing achievements: Focusing on high-risk special scenarios in the energy sector, Ruoyu has built a three-product matrix including the "Ruoyu Jiutian" robot brain, "Ruoyu Lanyue" explosion-proof robot body, and "Ruoyu Tiangong" data collection closed-loop system. It has obtained China's first high-level composite explosion-proof certification, and successfully completed pilot tests at gas stations in Foshan and other locations, verifying its practical value.

3. Long-term corporate strategy: Ruoyu positions itself as a robot brain supplier, plans to develop into an ecological platform, and will gradually expand from energy scenarios to more high-risk vertical fields.

This article provides actionable insights for product development, brand building and strategic positioning for B2B hard technology brands. Key takeaways are as follows:

1. Guidance for R&D direction: Instead of blindly chasing the crowded general-purpose robot track, companies can enter vertical fields with clear, real pain points and natural scenario barriers. Ruoyu Technology's choice of high-risk energy scenarios, which address tasks that human workers are unwilling or afraid to take on, helped it quickly build differentiated competitive advantages.

2. Inspiration for brand marketing: When B2B hard technology lands in scenarios that directly touch end consumers, it can generate spontaneous word-of-mouth. Ruoyu's Foshan gas station pilot became a popular social media check-in spot, delivering free market education that cannot be bought with advertising spending.

3. Guidance for building brand barriers: Companies should proactively secure industry-required qualifications (such as explosion-proof certification for energy scenarios), accumulate real scenario data to build data barriers, and maintain a clear long-term positioning focused on core intelligent links and an open ecosystem approach to avoid homogenized hardware competition.

This article identifies new growth opportunities and key risk warnings for sellers focused on the intelligent robot sector. Key takeaways are as follows:

1. Incremental market opportunity: 2024 is a critical year for embodied intelligence to move into commercial landing. While general-purpose scenarios face intense competition, high-risk special energy scenarios remain an underpenetrated incremental market. This sector faces high labor costs, high safety risks and large labor gaps, creating clear and strong demand for intelligent replacement.

2. Entry risk warning: The sector has high entry barriers. In addition to requiring explosion-proof certification issued by national authorities, which takes up to a full year to obtain, players must also adapt to differentiated requirements for temperature, communication, device interfaces and safety standards across different scenarios. New entrants need to make adequate preparations in advance.

3. Replicable business model: Sellers can follow Ruoyu Technology's approach: focus on core links where you have advantages, collaborate with industry partners through division of labor, refine products through single-point pilots first, then expand gradually, which effectively reduces early-stage trial-and-error risks.

This article outlines new business opportunities and transformation insights for factories engaged in robot manufacturing and related hardware production. Key takeaways are as follows:

1. Product demand: The ongoing intelligent upgrade of the energy sector has generated clear demand for qualified special explosion-proof robot bodies. The core requirements are national high-level composite explosion-proof certification and adaptation to scenarios with varying temperatures, geographical environments and communication conditions, which bring large opportunities for customized and mass production to factories with existing robot body manufacturing capabilities.

2. Business cooperation opportunities: Ruoyu Technology has long positioned itself as an open-ecology robot brain supplier, and will partner with various body manufacturers going forward. Factories with explosion-proof design and manufacturing experience can pursue cooperation to directly enter the energy intelligent upgrade track.

3. Insights for digital transformation: Factories do not need to pursue general-purpose intelligence from the start. They can start from vertical segmented scenarios where they have existing advantages, accumulate data and refine products through real operations before expanding gradually, and collaborate with core technology suppliers to leverage their own manufacturing strengths.

This article provides insights on industry trends, customer pain points and solution design for service providers focused on energy intelligence and robotics. Key takeaways are as follows:

1. Industry development trend: Embodied intelligence has completed early-stage technical exploration and entered a critical phase of scenario landing. Vertical high-risk scenarios are the first area to achieve large-scale commercialization. The energy sector has already completed basic digital and automation transformation, and is now moving toward autonomous unmanned operations, creating strong demand for mature, proven solutions.

2. Core customer pain points: High-risk operation scenarios in energy have long faced problems including high labor costs, high safety accident risks, and declining interest from young people in entering the industry. Traditional automation solutions cannot adapt to complex environments or complete full-process autonomous operations, failing to address core pain points.

3. Proven reference solution: Ruoyu Technology's integrated "brain-body-scenario data" solution centers on a self-developed robot brain with full-link intelligent capabilities, paired with a compliant explosion-proof body. It forms a closed-loop data system through pilot tests in real scenarios to continuously iterate model capabilities. This approach has been validated by pilots and is replicable across scenarios.

This article sorts out industry demands and operational priorities for platform operators focused on industrial intelligence and robotics. Key takeaways are as follows:

1. Current industry demand for platforms: As the division of labor in the embodied intelligence industry gradually clarifies, vendors that master core robot brain technology tend to focus on R&D and need platforms to integrate resources across body manufacturers, system integrators and end industry clients, build collaborative ecosystems, and reduce cooperation costs for all parties.

2. Investment and recruitment priorities: Platforms should prioritize onboarding technology vendors like Ruoyu Technology, which master core intelligent technology, hold key industry qualifications and have completed real-world pilot landing. They should also connect partners across different links to complete ecosystem coverage and attract more energy industry clients.

3. Operations and risk mitigation: Platforms should proactively提醒 new entrants of unique barriers in vertical scenarios, such as qualification requirements and scenario adaptation demands, to avoid losses from blind entry. They can help connect players with certification bodies and client resources, promote the "pilot first, expand later" approach, and reduce trial-and-error costs for the entire ecosystem.

This article provides new industrial practice samples and research directions for researchers focused on embodied intelligence industrialization. Key takeaways are as follows:

1. New industry development trends: The embodied intelligence industry has shifted from the technology exploration phase focused on general-purpose robots to the vertical scenario landing phase centered on solving real industrial pain points. High-risk special energy scenarios, with clear task boundaries and well-defined pain points, have become the first breakthrough to verify the commercial value of embodied intelligence, and the industry is moving toward a more rational and pragmatic development path.

2. Core industry challenges: China already has a mature industrial foundation for robot bodies and core components, but the lack of a converged technical path for robot brain technology remains the core bottleneck restricting industry landing. In addition, vertical scenarios have qualification and data barriers that are difficult for new entrants to overcome, all of which are topics worthy of in-depth research.

3. New business model exploration: Ruoyu Technology's model of "positioning as a core robot brain supplier + open ecosystem cooperation", which follows the path of "single scenario landing → output standardized products → replicate across vertical industries" to build a data-driven industrial flywheel, provides a new research-worthy sample for embodied intelligence industrialization with high research value.

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.

从行业现状来看,今年普遍被看作具身智能进入“场景”的关键之年。

但一个更重要的问题是:真正有机会、值得进入,最先能打通的场景之门究竟在哪里?

或许比起通用场景,深入的垂直领域是更有想象力的地方。在能源的垂直场景中,有一家年轻的具身智能企业“若愚科技”已经先身入局,进入加油站、油气场站这类“人不愿意做、进入有危险”的高危场景中去。

8月12日,若愚科技带着能源高危特种场景的具身智能大脑系统解决方案,来到2026能源行业科技创新融合发展大会,讲述具身智能的产业想象。

01 具身智能,进入垂直场景

过去两年,具身智能最热闹的部分,是关于“通用”的想象。

VLA、世界模型等技术路线不断出现,行业试图让机器人像人一样完成从感知、理解到行动的完整链条。与此同时,机器人本体也在快速进步:电机、关节、减速器、传感器以及整机制造能力不断成熟。

但当机器人真正进入产业现场,一个矛盾开始变得明显:本体越来越成为一个成熟的工业产品,但机器人的“大脑”仍处于早期阶段。

若愚科技创始人兼CEO孙腾认为,中国机器人本体及核心零部件已经具备较强的产业基础,而目前制约具身智能进一步落地的关键瓶颈,仍然是“大脑”。更重要的是,大脑的技术路线还远未收敛,端到端、分层架构、世界模型等方向仍处在探索阶段。

这意味着,具身智能今天距离“通用机器人”还有相当长的距离。但这并不意味着它无法进入产业。

恰恰相反,在技术尚未完全成熟的时候,垂直场景可能反而是具身智能最现实的突破口。比如能源场景,它虽然复杂,但有明确的任务边界、作业流程和安全规则,而且高危、高强度、低容错、人工成本高等问题非常突出。对于能源行业来说,这些地方恰恰是具身智能最有明确价值的地方——不是为了展示机器人,而是为了让人离开危险现场。

若愚科技从成立之初就选择高危特种场景。孙腾的判断是,具身智能真正应该解决的,是“人不愿意干、人不敢干和对人有危险”的工作。

如果具身智能可以胜任一个长期需要人工驻守、巡检或者进入危险区域的岗位,它创造的价值就不仅仅是节省成本,更包括降低事故风险、减少人员暴露、延长无人值守时间,以及提高整个场景的运行效率。

因此,具身智能的产业化,可能并不是从它能够走进所有通用场景开始,而是从它可以在一个场景里解决关键问题、真正工作起来开始。

02 能源行业的具身智能先行者

“技术一定要在它有价值的地方去解决问题”,孙腾认为。

能源行业可能是具身智能比较典型的产业入口,因为它已经完成了相当程度的数字化和自动化,但距离真正的“自主化”仍然有一段距离。

与此同时,能源也是一个门槛很高的市场。

比如防爆资质,便是进入特种场景的门槛。防爆资质,是由国家权威防爆机构经过防爆认证后颁发的证书。目前市面上主流的防爆设计有正压型、隔爆型、本质安全型、浇封型等多种类别。

若愚科技选择以隔爆为主的复合防爆路线,它适⽤范围⼴、技术成熟、可靠性强。以隔爆为主的复合防爆,通过设计隔爆腔,内部所有电子元器件都在腔体内。当外部可燃气体进入,即使发生爆炸,也只会在腔体内部,不会对外界产生冲击。

若愚科技在整个防爆认证周期从设计到取证,大约需要一年的时间。所以防爆资质本身,就构成了这个市场的进入门槛与时间成本。

防爆资质的意义并不仅仅是一张证书,它意味着一家具身智能公司是否真正具备进入这个行业的资格。

在防爆之外,能源场景还有大量隐藏门槛:温度、湿度、粉尘、通信环境、设备接口、操作规范、企业安全体系,以及不同场站之间的细微差异。这也是若愚科技所说的“场景壁垒”。

今年六月,若愚科技首次公开亮相国家级展会,同时展出了自主研发的特种防爆机器人“若愚揽月”,并在模拟的油气场站中执行具体的设备巡检操作任务,展示了机器人从“理解指令”到“执行动作”的完整智能化闭环。

“若愚揽月”使用的机器人大脑,正是若愚科技自主研发的“若愚九天”。它深度整合感知、规划与执行三大核心模块,同时融合世界模型,赋予机器人在复杂环境和长序任务中开放世界感知、复杂任务规划和精细动作执行的全链路能力,使机器人具备更高的智能自主性与场景泛化能力。

若愚科技目前形成了“若愚九天”机器人大脑、“若愚揽月”防爆本体以及“若愚天工”数采闭环系统三大产品矩阵。

而最近频频亮相的“若愚揽月”,也凭借“国内首个整机与机械双臂均获得国家高级别复合防爆认证”和“全球首个搭载机器人大脑系统”的技术独创性,诠释了若愚科技关于“大脑-本体-场景数据”三位一体的具身智能大脑系统解决方案,以及落地高危特种场景的实用价值。

稍早前的四月,“若愚揽月”防爆本体已经在佛山加油站进行试点,能够自主完成车辆引导、自动开盖、智能加注、无感支付等流程,并面对人员闯入、光照变化、车辆停放偏差等变量进行动态处理。

四个月下来,加油站意外成了网红打卡点,佛山、深圳、广州的市民专程去围观机器人加油。对一项To B的硬科技来说,这种来自C端的真实体验传播,是花钱买不来的市场教育。更重要的是,若愚科技不断在真实场景沉淀真实数据,始终让机器人大脑进化、迭代。

一辆车停偏几厘米怎么办?油枪没有完全到位怎么办?强光导致视觉识别异常怎么办?有人突然走进作业区怎么办?不同车型的油箱盖如何处理?不同油站设备如何适配?这些问题正需要在客观真实的现场中去磨合与迭代。

最近,油站试点正在从佛山延伸至深圳、广州,甚至新疆、西藏等地区。不同的温度、地理环境、通信条件和油站设备等环境因素,正在成为不断积累的差异化场景数据条件。

防爆认证的产业资质、全国产算力与自研本体,以及在高危场景里积累起来的数据壁垒,正在形成若愚科技在能源行业的先行者优势。

03 做产业智能化升级的关键角色

但若愚科技真正想成为的,并不是一家“卖机器人”的公司。

孙腾在采访中给出的长期目标是:若愚科技的定位,是希望成为机器人大脑的供应商。他的一个比喻是英特尔。

未来不同厂商可以生产不同的机器人本体,而若愚科技希望自己的“大脑”能够装进这些机器人的主机里,最终形成类似“Powered by若愚”的产业角色。

这意味着若愚科技想占据的是机器人产业链里更靠近“智能中枢”的位置。

这也是为什么公司在产品设计上强调“大脑、本体、数据”的组合,又强调产品化和生态化。若愚科技目前的产品化思路,是让客户定义价值、行业伙伴完成集成和服务,自己集中做核心大脑和标准化产品。通过一个个真实项目完成验证,再把项目经验沉淀成标准方案。

在能源行业,真正稀缺的就是既能够深刻理解行业问题,又能够把技术标准化的公司。

若愚科技把这些能力落地到三位一体的逻辑中。公司目前的产品铺设逻辑也是如此:机器人大脑负责核心智能,防爆本体负责进入特种环境,数据闭环系统负责让现场经验沉淀为下一轮模型能力。若愚科技试图建立起一套从场景进入、产品部署、数据积累,再到模型升级的产业飞轮。

这正在验证若愚科技未来将如何走向一家平台型公司。如果能够把油站经验变成标准化产品,再复制到第二个、第三个,场景数据不断回流模型,就会形成可观的规模效应。

现在看来,加油站,仅是若愚科技的第一块“试验田”。此外,若愚科技已经展开对油气场站巡操一体化、智慧港口扭锁自主拆装等其他垂直领域的产品试验阶段。

如果它能够证明机器人大脑可以在这些复杂高危场景里稳定运行,那么值得期待的,就是这样一套可以复制到更多产业的能力。若愚科技要做的,就是这样从单点场景落地、标准化产品,再到垂直行业复制的跨越。

若愚科技选择从能源行业开始,一步步回答这个问题。

能源行业不是一个容易进入的场景,却有可能是最能验证具身智能产业价值的场景。它让具身智能真正走进一线现场,把人从高危作业场景中替换出来,并持续验证长期商业模型。若愚科技,也正在这一过程中,成为能源行业迈向产业智能化升级的关键角色。

注:文/烨楠,文章来源:创业最前线(公众号ID:chuangyezuiqianxian),本文为作者独立观点,不代表亿邦动力立场。

文章来源:创业最前线

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FAQ回顾

当前具身智能落地的最优突破口是什么?

当前具身智能距通用机器人落地还有较长距离,垂直场景是更现实的落地突破口。比如能源场景有明确的任务边界、作业流程与安全规则,且存在高危、高强度、人工成本高等痛点,具身智能落地可降低事故风险、提升运营效率,价值明确。

若愚科技的核心产品矩阵包含哪些?

若愚科技目前形成三大核心产品矩阵,分别为整合感知、规划、执行三大模块的「若愚九天」机器人大脑,拥有高级别复合防爆认证的「若愚揽月」防爆本体,以及可沉淀场景数据的「若愚天工」数采闭环系统。

具身智能落地能源特种场景需要什么资质?

能源特种场景落地需要取得国家权威防爆机构颁发的防爆认证,主流防爆设计包含正压型、隔爆型、本质安全型等类别,其中隔爆为主的复合防爆路线适用范围广、可靠性强,全认证周期约为一年。

若愚科技的长期发展定位是什么?

若愚科技长期定位为机器人大脑供应商,希望占据机器人产业链智能中枢位置,让自研机器人大脑适配各厂商的机器人本体,形成「Powered by若愚」的产业角色,最终成长为具身智能领域的平台型企业。

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