宇樹之後，首程控股（0697.HK）再下一城：多輪投資星海圖，搶佔具身智能制高點
近日，國內具身智能領域新銳企業星海圖宣佈完成近3億元A輪融資，由螞蟻集團領投，北京機器人產業基金等多家老股東聯合投資。
值得注意的是，此輪融資標誌着首程控股在機器人產業鏈上的再次戰略佈局。此前，首程控股通過機器人基金投資了星海圖，且多輪融資展現了其對星海圖的持續看好。這一系列舉措表明，首程控股在智能機器人領域的戰略佈局正在加速向技術深耕和產業生態的廣泛延伸。
首程控股聚焦機器人核心技術與產業化突破，先後投資了宇樹科技、銀河通用、未磁科技、沃蘭特航空是、萬勳科技等多家明星企業。
公司通過投資宇樹科技，在助力其Unitree G1人形機器人實現低成本量產、推動四足機器人技術從實驗室走向工業巡檢等多場景方面貢獻頗多。而此次繼續加碼星海圖，則劍指更具顛覆性的“具身智能”賽道——通過構建融合環境感知、自主決策與運動控制的通用機器人基礎模型，突破傳統機器人單一任務執行的侷限性，實現智能體與物理世界的深度交互。資料顯示，新海圖本輪融資資金將主要用於加速具身基礎模型的研發和驗證，進一步驅動星海圖本體、智能、商業化三位一體的迭代升級。近一年，星海圖已完成四輪融資，累計融資額近1億美元。
首程控股的這一佈局邏輯，體現了其對機器人產業演進的前瞻判斷：硬件載體的成熟與智能化升級雙輪驅動，方能打開萬億級機器人應用市場。
這背後的邏輯在於，首程控股已逐步打造了“技術共創+場景共享+供應鏈共生”的生態閉環，推動被投企業之間的合作。在被投企業的商業化層面，首程控股還依託其停車資產管理、園區運營等領域的資源優勢，爲被投企業打通了技術落地的“最後一公里”。未來，星海圖的具身智能解決方案有望在首程旗下的工業園區、智能倉儲等場景率先驗證。
進一步來看，北京機器人產業基金的投資策略凸顯“長週期+重技術”特徵，對宇樹科技、星海圖的連續多輪加註，體現了其對硬科技企業成長規律的深刻理解。目前，宇樹科技已佔據全球消費級四足機器人69.75%市場份額；星海圖則憑藉一年內四輪融資的勢頭，快速躋身國內具身智能第一梯隊。首程控股通過資本紐帶，正助力中國機器人企業從技術追趕者向標準制定者轉變。
行業分析人士指出，具身智能被視爲下一代AI的核心戰場，其與機器人硬件的結合將重塑製造業、服務業甚至家庭生活。首程控股通過北京機器人產業基金的持續佈局，不僅卡位了這一戰略高地，更以產業資本的角色推動中國機器人產業鏈從“單體創新”邁向“系統突破”。未來，隨着技術迭代與場景裂變，首程控股在機器人領域的深度佈局或將成爲其產融結合模式的新標杆。
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