PulseAugur
EN
LIVE 05:47:32
中文(ZH) 具身智能融资半年破900亿，投资逻辑从“后空翻”转向“搬砖头”

Embodied intelligence financing exceeds 90 billion in half a year, investment logic shifts from "backflip" to…

By PulseAugur Editorial · [1 sources] ·

The embodied intelligence sector has seen significant investment in the first half of 2026, with over 90 billion yuan raised across more than 300 funding rounds. This represents a fivefold increase in funding and a 137% rise in events compared to the previous year. Investment logic is shifting from speculative AI

RANK_REASON [lever_c_demoted from research: ic=1 ai=1.0]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Embodied intelligence financing exceeds 90 billion in half a year, investment logic shifts from "backflip" to…

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Embodied intelligence financing exceeds 90 billion in half a year, investment logic shifts from "backflip" to "bricklaying"

    2026年已然过半，具身智能赛道的融资热度居高不下。IT桔子数据显示，2026年上半年，国内具身智能赛道融资总金额已超900亿元，较去年同期提升5倍；融资事件超300笔，同比增长137%。仅3月与6月，单月融资事件数均突破60起。进入7月，星动纪元、墨奇智能等企业接力官宣，10亿级融资已成常态。从近期密集落地的融资事件可以发现，资金流入的方向、估值以及逻辑、博弈的主角都在发生深层次变化。记者采访多家机构发现，具身智能赛道的投资逻辑不再是类似机器人“后空翻”的噱头，投资人更关注哪家企业能在真实的产品线上证明自己，哪家企业能在复杂的生态中找到不可替代的位置。…