| 1X | - | 全球首款消费级人形机器人 NEO 的创造者,已开放预购,$20,000 起。 | Full Stack Humanoid | Tier 1 | 2014 | Bernt Øivind Børnich | Series B ($137M raised) | OpenAI, Tiger Global, EQT Ventures, SoftBank, Samsung NEXT | https://www.1x.tech |
| Agility Robotics | - | Maker of Digit, a bipedal robot designed for logistics and warehouse automation. | Full Stack Humanoid | Tier 1 | 2015 | Damion Shelton, Jonathan Hurst | Series B | Amazon, DCVC | https://agilityrobotics.com |
| Apptronik | - | Developing Apollo, a general-purpose humanoid robot designed for the workforce. | Full Stack Humanoid | Tier 1 | 2016 | Jeff Cardenas, Luis Sentis | Series A | Mercedes-Benz | https://apptronik.com |
| Boston Dynamics | - | Atlas、Spot、Stretch 的创造者,动态机器人领域标杆。2025 年部署 500+ 机器人,营收约 $1.3 亿。 | Full Stack Humanoid / Quadruped | Tier 1 | 1992 | Marc Raibert (Founder), Robert Playter (CEO) | Acquired (Hyundai) | Hyundai Motor Group | https://www.bostondynamics.com |
| Covariant | - | 一家专注于为机器人构建基础 AI 模型的公司。技术依赖于机器人与现实世界的交互产生的体验和反馈。 | Embodied AI Software | Tier 1 | 2017 | Peter Chen, Pieter Abbeel | Series C | Index Ventures, Amplify Partners | https://covariant.ai |
| Figure AI | - | 全栈人形机器人公司,Figure 03 + Helix VLA,已在 BMW 工厂量产部署。 | Full Stack Humanoid | Tier 1 | 2022 | Brett Adcock | Series C ($39B valuation) | Intel, NVIDIA, Qualcomm, Salesforce, Jeff Bezos, Microsoft, OpenAI | https://www.figure.ai |
| Generalist | - | 致力于构建具身基础模型,首要关注灵巧性。 | Embodied AI Research | Tier 1 | 2024 | - | Seed/Series A | Spark Capital, NVIDIA, Boldstart, Bezos Expeditions, NFDG | https://generalistai.com/ |
| Google DeepMind | - | Alphabet 旗下 AI 研究部门,Gemini Robotics 系列是最强推理能力的具身 VLA。 | Embodied AI Research | Tier 1 | 2010 | Vincent Vanhoucke (Robotics Lead) | Internal Division (Alphabet) | Alphabet | https://deepmind.google/discover/robotics |
| Intrinsic | - | Alphabet subsidiary democratizing access to robotics software. | Robotics Software | Tier 1 | 2021 | Wendy Tan White (CEO) | Subsidiary (Alphabet) | Alphabet | https://intrinsic.ai |
| Luma AI | - | 专注于 3D 捕捉和生成的 AI 公司,其 Dream Machine 和 Genie 模型致力于构建视觉世界模型,为具身智能提供理解 3D 空间的能力。 | 3D Generation / Spatial Intelligence | Tier 1 | 2021 | Amit Jain, Alex Yu | Series B ($43M) | Andreessen Horowitz, Amplify Partners | https://lumalabs.ai/ |
| NVIDIA | - | 具身智能平台级玩家,提供 GR00T 基础模型、Isaac 仿真平台、Jetson 计算模组。 | Embodied AI Platform | Tier 1 | 1993 | Jim Fan (GR00T Lead), Dieter Fox | Public (NASDAQ: NVDA) | Public Company | https://developer.nvidia.com/isaac |
| Physical Intelligence | - | 具身智能领域最具影响力的 AI 公司,开发通用机器人基础模型 π 系列。 | Embodied AI Software | Tier 1 | 2023 | Karol Hausman, Sergey Levine, Chelsea Finn | Series B ($1.1B total, $5.6B valuation) | CapitalG (Alphabet), Lux Capital, Thrive Capital, Jeff Bezos, Amazon, Index Ventures | https://www.physicalintelligence.company |
| Runway | - | 创意 AI 领域的领军者,其 Gen-3 Alpha 模型被明确定义为“通用世界模型”,旨在模拟现实世界的物理和动态变化。 | Video Generation / World Model | Tier 1 | 2018 | Cristóbal Valenzuela, Alejandro Matamala, Anastasis Germanidis | Series C ($141M+) | Google, NVIDIA, Salesforce | https://runwayml.com/ |
| Sanctuary AI | - | Developing Phoenix, a general-purpose humanoid robot powered by Carbon AI. | Full Stack Humanoid | Tier 1 | 2018 | Geordie Rose, Suzanne Gildert | Series A (Strategic) | Verizon Ventures, Workday | https://www.sanctuary.ai |
| Skild AI | - | 研发通用机器人操作系统,驱动机器人自主实现精细化操作。 | Embodied AI Software | Tier 1 | 2023 | Abhinav Gupta, Deepak Pathak | Series A | Lightspeed, Coatue | https://www.skild.ai |
| Tesla | - | 开发 Optimus 通用人形机器人,计划建设年产千万台工厂。 | Full Stack Humanoid | Tier 1 | 2003 | Elon Musk (CEO), Milan Kovac (Optimus Lead) | Public (NASDAQ: TSLA) | Public Company | https://www.tesla.com/AI |
| Waabi | - | 由 AI 大神 Raquel Urtasun 创立,主打“AI 优先”的自动驾驶卡车技术,核心是高保真闭环模拟器 Waabi World。 | Autonomous Trucking, Simulation | Tier 1 | 2021 | Raquel Urtasun | Series B ($200M) | Uber, Khosla Ventures, NVIDIA | https://waabi.ai/ |
| Wayve | - | 英国自动驾驶独角兽,主打“AV 2.0”端到端具身智能,利用生成式世界模型(GAIA-1)训练 AI 驾驶员。 | AV 2.0, Embodied AI | Tier 1 | 2017 | Alex Kendall, Amar Shah | Series C ($1.05B) | SoftBank, NVIDIA, Microsoft | https://wayve.ai/ |
| World Labs | - | 由李飞飞创立,致力于构建能够感知、生成并与 3D 世界互动的空间智能模型(Large World Models)。 | Spatial Intelligence / World Model | Tier 1 | 2024 | Fei-Fei Li (李飞飞), Justin Johnson, Christoph Lassner, Ben Mildenhall | Series A (~$230M) | Andreessen Horowitz, NEA, Radical Ventures | https://www.worldlabs.ai/ |
| 优必选 | - | 全球人形机器人商业化领导者,拥有全栈自研能力。 | Full Stack Humanoid | Tier 1 | 2012 | Zhou Jian (周剑) | Public (HK: 9880) | [object Object], Tencent, Qiming | https://www.ubtrobot.com |
| 宇树科技 | - | 四足机器人全球市占 70%,人形机器人出货量全球领先,IPO 辅导中。 | Full Stack Humanoid / Quadruped | Tier 1 | 2016 | Wang Xingxing (王兴兴) | IPO 辅导中 (估值 120 亿+) | HongShan (Sequoia China), Shunwei Capital, Horizons Ventures, Meituan, Source Code Capital | https://www.unitree.com |
| 小米 | - | 致力于研发仿生机器人,推出了 CyberOne 和 CyberDog。 | Full Stack Humanoid | Tier 1 | 2010 | Lei Jun (CEO), Robotics Lab Team | Public (HKG: 1810) | Public Company | https://www.mi.com/global/cyberone |
| 智元机器人 | - | 专注于发展通用人形机器人和具身智能,代表产品为远征 A1。 | Full Stack Humanoid | Tier 1 | 2023 | Peng Zhihui (稚晖君), Wang Huilin | Unicorn (Series A++++) | Hillhouse, Baidu, SAIC | https://www.agibot.com |
| 智源研究院 | - | 聚焦人工智能原始创新,推动具身智能模型发展。 | AI Research | Tier 1 | 2018 | - | Research Institute | - | https://www.baai.ac.cn/ |
| 毫末智行 | - | 长城汽车孵化的自动驾驶独角兽,推出了 DriveGPT(雪湖·海若)自动驾驶生成式大模型,致力于利用 RLHF 和世界模型解决自动驾驶长尾问题。 | Autonomous Driving / World Model | Tier 1 | 2019 | Zhang Kai (张凯), Gu Weihao (顾维灏) | Series B+ | Great Wall Motor, Qualcomm, Meituan | https://haomo.ai/ |
| 生数科技 | - | 清华系 AI 初创公司,推出了中国首个长时长、高一致性视频大模型 Vidu,致力于多模态生成式 AI 和世界模拟。 | Video Generation / World Model | Tier 1 | 2023 | Tang Jiayu (唐家渝), Zhu Jun (朱军) | Series A | Ant Group, Baidu, Zhipu AI | https://www.shengshu.com/ |
| 腾讯 Robotics X | - | 腾讯企业级机器人实验室,致力于研发先进机器人技术。 | Full Stack Humanoid | Tier 1 | 2018 | Zhang Zhengyou (张正友) | Internal Division (Tencent) | Tencent | https://roboticsx.tencent.com |
| 自变量机器人 | - | 国内唯一同时获字节、美团、阿里投资的具身智能企业,VLA + 世界模型融合路线。 | Embodied AI | Tier 1 | 2023 | Wang Qian (王潜) | A++ (9 轮累计 30 亿+) | ByteDance (字节跳动), Meituan (美团), Alibaba (阿里), HongShan (红杉中国), DeepVenture (深创投) | https://x2robot.com |
| 银河通用 | - | 合成数据驱动的具身智能领军企业,GraspVLA 大模型 + Galbot 机器人,已与宁德时代、博世等深度合作。 | Embodied AI / Humanoid | Tier 1 | 2023 | Wang He (王鹤), Yao Tengzhou (姚腾洲) | Pre-IPO (累计融资中国具身智能最高, 估值 200 亿+) | Meituan, IDG, SAIC, China Mobile, DeepVenture, CATL (宁德时代) | https://www.galbot.com |
| Manifold AI | - | 致力于打造下一代通用世界模型,覆盖室外、室内、空域全场景。 | World Model, Embodied AI | Tier 1 (Potential) | 2025 | Wu Wei | Seed/Angel (亿元级) | Unknown (Top Tier) | https://manifoldai.cn |
| 极佳科技 | - | 专注于通用世界模型研发,致力于构建具身智能的“大脑”,通过视频生成模拟物理世界。 | World Model, Embodied AI | Tier 1 (Potential) | 2024 | Huang Tiejun (黄铁军), Lei Zhen (雷臻) | Angel/Pre-A | BAAI | http://jijia.ai |
| Collaborative Robotics | - | Focusing on practical collaborative robots for logistics. | Logistics Robotics | Tier 2 | 2022 | Brad Porter | Series B | Sequoia, Khosla | https://www.co.robotic |
| Diligent Robotics | - | Creators of Moxi, a hospital support robot. | Service Robotics | Tier 2 | 2017 | Andrea Thomaz, Vivian Chu | Series B | Tiger Global | https://diligentrobots.com |
| Helm.ai | - | 开创了“Deep Teaching”无监督学习技术,无需大规模标注数据即可训练 AI 理解驾驶环境,本质上是在构建一个自监督的世界模型。 | Autonomous Driving / Unsupervised Learning | Tier 2 | 2016 | Vladislav Voroninski, Amitabh Shrivastava | Series C ($55M) | Freeman Group, ACVC Partners | https://www.helm.ai/ |
| Hugging Face | - | Open-source robotics initiative providing datasets, models, and tools. | Open Source Robotics | Tier 2 | 2016 | Remi Cadene (Robotics Lead) | Series D | Lux Capital, Sequoia | https://huggingface.co/robotics |
| Mentee Robotics | - | Developing MenteeBot, a humanoid robot that learns from simulation to reality. | Full Stack Humanoid | Tier 2 | 2024 | Amnon Shashua | Stealth/Seed | Unknown | https://www.menteebot.com |
| Neura Robotics | - | German company developing 4NE-1, a cognitive humanoid robot. | Cognitive Robotics | Tier 2 | 2019 | David Reger | Series B | Han's Laser | https://neura-robotics.com |
| Parallel Domain | - | 提供生成式仿真平台,能够生成物理精确的合成数据(Synthetic Data),充当具身智能训练的“虚拟世界模型”。 | Synthetic Data, Generative Simulation | Tier 2 | 2017 | Kevin McNamara | Series B ($30M) | Calibrate Ventures, Costanoa Ventures | https://paralleldomain.com/ |
| Rainbow Robotics | - | Korean robotics leader, known for HUBO and collaborative robots. | Full Stack Humanoid | Tier 2 | 2011 | Lee Jung-ho | Public (KOSDAQ) | Samsung Electronics | https://www.rainbow-robotics.com |
| RoboAgent | - | Meta 和 CMU 联合打造的 RoboAgent,核心在于多任务动作分块 Transformer(MT-ACT)架构。 | Embodied AI Research | Tier 2 | 2023 | Meta AI, CMU | Research Project | Meta | https://robo-agent.github.io/ |
| Robust.AI | - | Building 'Carter', a collaborative mobile robot for warehouses. | Collaborative Robotics | Tier 2 | 2019 | Rodney Brooks, Gary Marcus | Series B | Playground Global | https://robust.ai |
| Shadow Robot | - | Experts in dexterous robotic hands for research and teleoperation. | Dexterous Hands | Tier 2 | 1997 | Rich Walker | Private | Unknown | https://www.shadowrobot.com |
| Standard Bots | - | Making robotic arms accessible with advanced vision and UI. | Industrial Arms | Tier 2 | 2017 | Evan Beard | Series B | General Catalyst | https://standardbots.com |
| The Bot Company | - | Stealth startup by Kyle Vogt focusing on household robots. | Household Robotics | Tier 2 | 2024 | Kyle Vogt | Seed | Unknown | Unknown |
| VoxPoser | - | 斯坦福大学李飞飞团队提出的 VoxPoser,利用 VLM 和 LLM 的常识知识进行零样本机器人操纵。 | Embodied AI Research | Tier 2 | 2023 | Fei-Fei Li (李飞飞), Stanford University | Research Project | Stanford | https://voxposer.github.io/ |
| 乐聚机器人 | - | Developing the 'Kuavo' (夸父) humanoid, first to ship with OpenHarmony OS. | Full Stack Humanoid | Tier 2 | 2016 | Leng Xiaokun (冷晓琨) | Series B | Haier | https://www.lejurobot.com |
| 云深处 | - | 专注于四足机器人研发,代表产品为绝影系列。 | Quadruped / Humanoid | Tier 2 | 2017 | Zhu Qiuguo (朱秋国) | Series B | Unknown | https://www.deeprobotics.cn |
| 优理奇 | - | 00 后耶鲁博士生创办,主攻 ToC 场景的全栈具身智能公司,单月交付破百台。 | Full Stack Humanoid (ToC) | Tier 2 | 2024 | Yang Fengyu (杨丰瑜) | 多轮天使 (半年内 5+ 轮,累计超 6 亿) | CICC (中金汇融), 洪山资本, 广州产投, 川商基金, 吴中金控, 赛纳资本 | https://www.unix-group.ai |
| 傅利叶 | - | 以康复机器人起家,现布局人形机器人领域,代表产品为 GR-1。 | Full Stack Humanoid | Tier 2 | 2015 | Gu Jie (顾捷) | Series E | SoftBank Vision Fund 2, Aramco, IDG, 国鑫投资, 浦东创投 | https://www.fftai.com |
| 北京人形机器人创新中心 | - | State-backed innovation center developing the 'Tiangong' (天工) open-source humanoid. | Research Institute | Tier 2 | 2023 | Xiong Youjun (General Manager) | Government Institute | Government | Unknown |
| 千寻智能 | - | 专注于具身智能与通用人形机器人研发,代表产品为 Spirit 1。 | Embodied AI | Tier 2 | 2024 | Han Fengtao (韩峰涛) | Angel | Unknown | Unknown |
| 小鹏机器人 | - | 小鹏汽车生态体系下的机器人公司,专注于四足及双足机器人研发。 | Full Stack Humanoid | Tier 2 | 2020 | He Xiaopeng | Internal Division (XPeng) | XPeng | https://www.xpeng.com |
| 无界动力 | - | 前地平线副总裁创办,聚焦机器人"通用操作大脑",双臂轮式机器人面向工业场景。 | Embodied AI / Manipulation | Tier 2 | 2025 | Zhang Yufeng (张玉峰) | Angel++ (天使轮累计超 2 亿美元) | HongShan (红杉中国), Linear Capital (线性资本), Hillhouse (高瓴创投), Horizon Robotics (地平线), Baidu Ventures (BV百度风投), DeepVenture (深创投), Sinovation (创新工场) | Unknown |
| 星动纪元 | - | 专注于通用人形机器人研发,代表产品为小星系列。 | Full Stack Humanoid | Tier 2 | 2023 | Chen Jianyu (陈建宇) | Pre-A | Lenovo Capital | https://www.robotera.com |
| 星尘智能 | - | 专注于AI机器人研发,代表产品为 S1 人形机器人。 | Full Stack Humanoid | Tier 2 | 2022 | Lai Jie (来杰) | Series A | Baidu Ventures | https://www.stardust.ai |
| 星海图 | - | 专注于“一脑多形”具身智能机器人研发。 | Embodied AI | Tier 2 | 2023 | Gao Jiyang (高继扬) | Pre-A | IDG | Unknown |
| 星猿哲 | - | Automating piece picking and palletizing with vision-guided robots. | Logistics Manipulation | Tier 2 | 2018 | Zhou Jiaji (周佳骥) | Series B+ | Capital Today | https://xyzrobotics.ai |
| 普渡机器人 | - | 商用服务机器人领域的全球标杆企业,专注于配送、清洁等服务机器人。 | Service Robotics | Tier 2 | 2016 | Zhang Tao (张涛) | Series C | Meituan | https://www.pudurobotics.com |
| 智身科技 | - | 全栈具身智能技术服务商,四足机器人量产交付超 5000 台。2026 具身智能"开年第一融"。 | Full Stack Quadruped / Embodied AI | Tier 2 | 2024 | - | 连续多轮 (累计数亿元) | 智元机器人, 贵安鲲鹏基金, 金马游乐, 科力集团 | https://zsibot.com/ |
| 松灵机器人 | - | Leading mobile robot chassis provider for embodied AI research. | Mobile Chassis | Tier 2 | 2016 | Chen Shuo (陈硕) | Series B | Sequoia | https://www.agilex.ai |
| 穹彻智能 | - | 聚焦“以力为中心”的具身智能大模型和相关基础设施研发,为不同行业提供通用机器人智能解决方案。 | Embodied AI | Tier 2 | 2023 | Lu Cewu (卢策吾) | Angel | Unknown | Unknown |
| 蓝胖子机器人 | - | AI-powered robotics for logistics and supply chain. | Logistics Robotics | Tier 2 | 2014 | Deng Hao (邓小白) | Series B+ | Sinovation Ventures | https://dorabot.com |
| 越疆 | - | 专注于智能机械臂及机器人解决方案。 | Manipulators | Tier 2 | 2015 | Liu Peichao (刘培超) | Series D (Pre-IPO) | Unknown | https://www.dobot.cc |
| 达闼机器人 | - | 云端机器人运营商,开发 Ginger 系列人形机器人。 | Cloud Robotics | Tier 2 | 2015 | Bill Huang (黄晓庆) | Series C (Pre-IPO) | SoftBank | https://www.cloudminds.com |
| 追觅科技 | - | 消费级机器人巨头,布局通用人形机器人和四足机器人。 | Consumer Robotics / Humanoid | Tier 2 | 2017 | Yu Hao (俞浩) | Series C (Unicorn) | Xiaomi, IDG | https://www.dreame.tech |
| 逐际动力 | - | 专注于足式机器人运动控制与感知算法,代表产品为双足机器人 CL-1。 | Full Stack Humanoid / Legged | Tier 2 | 2022 | Zhang Wei (张巍) | Series A | Lenovo Capital | https://www.limxdynamics.com |
| 非夕科技 | - | Pioneer in adaptive robots with force control. | Adaptive Robots | Tier 2 | 2016 | Wang Shiquan (王世全) | Series B+ (Unicorn) | Meituan, Yunfeng | https://www.flexiv.com |
| Clone Robotics | - | Developing biomimetic androids with hydraulic muscles. | Biomimetic Robotics | Tier 3 | 2021 | Dhanush Radhakrishnan | Seed | Unknown | https://clonerobotics.com |
| Enchanted Tools | - | Developing Miroka, a character-like robot for social interaction. | Social Robotics | Tier 3 | 2021 | Jérôme Monceaux | Series A | Unknown | https://enchanted.tools |
| Field AI | - | Autonomy software for field robots in unstructured environments. | Field Robotics | Tier 3 | 2023 | Ali Agha | Seed | Unknown | https://fieldai.com |
| GrayMatter Robotics | - | AI-driven robotics for surface finishing (sanding, polishing). | Industrial Robotics | Tier 3 | 2020 | Ariyan Kabir | Series B | Bow Capital | https://graymatter-robotics.com |
| K-Scale Labs | - | Creating open-source humanoid hardware (Stompy) to democratize embodied AI. | Open Source Humanoid | Tier 3 | 2024 | Ben Bolte | Seed | Unknown | https://kscale.dev |
| Kind Humanoid | - | Building Mona, a safe and affordable humanoid for home care. | Full Stack Humanoid | Tier 3 | 2023 | Christoph Kohstall | Seed | Unknown | https://www.kindhumanoid.com |
| Machina Labs | - | Robotic blacksmithing for sheet metal forming. | Manufacturing Robotics | Tier 3 | 2019 | Edward Mehr | Series B | Innovation Endeavors | https://machinalabs.ai |
| Prosper Robotics | - | Developing a household robot for chores like laundry and dishes. | Household Robotics | Tier 3 | 2023 | Shariq Hashme | Seed | Unknown | https://prosper.robotics |
| Reflex Robotics | - | Developing low-cost, teleop-first general purpose robots for warehouse and logistics. | General Purpose Robotics | Tier 3 | 2022 | Rian Chandra | Seed | Khosla Ventures | https://www.reflexrobotics.com |
| 众擎科技 | - | 专注于具身智能机器人研发,代表产品为双足机器人。 | Full Stack Humanoid | Tier 3 | 2023 | Zhao Tongyang (赵同阳) | Pre-A | Unknown | http://www.engineai.com.cn |
| 加速进化 | - | 专注于人形机器人研发,代表产品为 BR002。 | Humanoid Robotics | Tier 3 | 2023 | Cheng Hao (程昊) | Angel | Unknown | Unknown |
| 因时机器人 | - | Leading supplier of micro linear actuators and dexterous hands for humanoids. | Components / Humanoid | Tier 3 | 2016 | Cai Xiaowei (蔡小玮) | Series B | Unknown | https://www.inspire-robots.com |
| 帕西尼感知 | - | Specializes in multi-dimensional tactile sensors and dexterous hands. | Tactile Sensors / Humanoid | Tier 3 | 2021 | Nie Xiangru (聂相如) | Series A | Unknown | https://www.paxini.com |
| 开普勒 | - | 专注于通用人形机器人研发,代表产品为先行者系列。 | Full Stack Humanoid | Tier 3 | 2023 | Debo Hu (胡德波) | Pre-A | Unknown | https://www.keplerbot.com |
| 本末科技 | - | 专注于直驱型精准动力方案及机器人研发,代表产品为轮足机器人。 | Motors / Robotics | Tier 3 | 2018 | Zhang Di (张笛) | Series B | Unknown | https://www.directdrivetech.com |
| 松延动力 | - | 专注于人形机器人研发,代表产品为通用人形机器人。 | Humanoid Robotics | Tier 3 | 2023 | Unknown | Angel | Unknown | Unknown |
| 魔法原子 | - | 由追觅科技孵化的独立机器人企业,致力于全栈自研机器人技术。 | Service Robotics | Tier 3 | 2024 | Wu Changzheng (吴长征) | Angel | 追创创投, 翼朴基金 | https://www.magicatom.com |