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来源:@华夏时报微博

华夏时报记者石飞月北京报道

当投资人和创业者还在因为"具身智能"的商业化前景进行辩论时,有人取道中路。在云鲸的实验室里,工程师们正在研发一种全新的机器:它不再只是在地面画着规整的清洁路线,而是伸出机械臂,打开橱柜,整理散落的玩具,甚至帮用户找出滚到沙发底下的戒指。云鲸称这种机器为“家庭具身智能”。

在清洁电器市场杀成红海的今天,资本市场需要的不再是另一个"会擦地的圆盘",而是一个关于未来家庭的完整想象,于是,家庭具身智能成为云鲸冲击IPO的重量级筹码。4月14日,《华夏时报》记者从云鲸处获悉,该公司近日完成1亿美元融资,并已启动Pre-IPO轮融资,资本化进程全面提速。

然而,云鲸构想的家庭具身智能产品,从本质上来说还是清洁电器的升级和延伸,这一未来的品类到底会成为引爆智能家居下一轮爆发的导火索,还是只是上市前一个华丽的资本故事,还有待产品落地后的市场检验。

上市前最后冲刺

云鲸刚刚完成的1亿美元融资,由腾讯投资与北京机器人产业发展投资基金联合领投,科幻基金与明势创投加码跟投,庚辛资本担任独家财务顾问。与此同时,云鲸已正式启动Pre-IPO轮融资,开启上市前最后冲刺。

记者注意到,云鲸自成立以来融资频繁,背后资方包括李泽湘管理的清水湾基金、字节跳动、红杉资本、明势创投、源码资本等知名机构。去年12月,该公司完成数亿元的一轮融资,投资方为深圳和无锡两大国资。

透镜咨询创始人况玉清就此对《华夏时报》记者表示,在AI驱动的消费级赛道中,ToC端的智能家电与家居产品始终是资本关注的焦点,只要品牌前期能够验证产品与市场的匹配度,持续获得融资并不意外。“这个赛道足够宽,即便已脱离纯红利期,但市场仍需要新鲜血液,尤其当传统家电巨头陷入创新瓶颈、新品屡屡不及预期时,云鲸这样的新物种出现,恰恰为投资者提供了消费市场迭代的新叙事。”

目前,云鲸已经实现国内外市场的广泛布局,在国内市场完成全国超20个省份、70个城市的线下布局,授权零售网点超500+,海外已进入超50个国家。

销量方面,以扫地机器人市场为例,云鲸在国内市场位列TOP3。IDC数据显示,2024年的中国智能扫地机市场,排名前五的厂商分别为科沃斯、石头科技、云鲸、小米和追觅,市场份额分别为25.4%、21.6%、16.3%、13.7%和12.2%。不过在全球市场,据IDC数据,云鲸去年并不在前5,排名前五的厂商分别为石头科技、iRobot、科沃斯、小米和追觅。

事实上,云鲸所在的清洁家电赛道,表面是“蓝海市场”,实则已进入“高烈度竞争”阶段,该公司不仅要应对美的、海尔等传统巨头凭借渠道、供应链和品牌认知碾压的“生态围剿”,还要直面追觅、石头等新锐品牌用参数内卷、快速迭代发起的“技术对攻”。

此外,清洁家电部分品类的市场增长已经有所放缓。以扫地机器人市场为例,IDC发布的《全球智能家居设备市场季度跟踪报告》显示,在全球扫地机器人市场,2024年第四季度出货量同比增幅为7.8%,较前三季度放缓;在国内扫地机器人市场,虽然去年四季度受到“国补”政策刺激,出货量同比增长28.2%,IDC指出,这也引发了需求前置的透支担忧,可能对2025年下半年的增长形成压力‌。

押宝具身智能

既然是冲刺IPO的关键时刻,云鲸就需要讲出一个能让资本买单的新故事,这家公司选择了“家庭具身智能”。

刚刚完成的1亿美元新融资,就将重点用于云鲸首款家庭具身智能产品的开发,预期将在2年内发布,这也是云鲸正在筹备的下一个机器人产品。

什么是家庭具身智能?据介绍,云鲸家庭具身产品由其创始人张峻彬亲自带队研发,产品形态为自研移动底盘搭载自研机械臂,清洁范围从平面2D延展至空间3D,并新增收纳功能,一键式接管家庭的清洁和收纳需求,从家用电器进化成全方位的空间清洁管家。

从介绍来看,家庭具身产品依然没有脱离清洁电器的范畴。GKURC产经智库首席分析师丁少将对《华夏时报》记者指出,云鲸的家庭具身智能产品是在扫地机器人基础上进行功能拓展和升级,从平面清洁向立体空间的清洁和收纳延伸,本质上仍围绕家庭清洁场景,属于清洁家电范畴内的功能细化与拓展。

云鲸方面称,决定推出家庭具身产品,是站在用户需求的角度来思考的。“如现在的扫地机主要负责平面清洁,但未来的清洁一定是从平面清洁进化到空间清洁,这意味着,它需要承担更多的家庭清洁任务且更智能,那具身智能就是一个绕不开的方向。”张峻彬在接受本报记者采访时说。

然而,现阶段,提到具身智能,更多人还是会将其与人形机器人或相似类型的机器人联系在一起,而不是清洁家电。张峻彬就此对本报记者表示:“我们不会去想象一个机器人长什么样,未来肯定是希望机器人在家里完成收纳、整理、清洁的工作,能把这些家务做好,什么形态能够更好地去完成这些任务,那它就应该长什么样,不一定需要是人形的样子。对云鲸来说,具身智能不是一个简单的技术布局或噱头,我们的目标是要做出真正可量产和商业化、能真正帮用户分担家务且有价值的具身清洁机器人产品,而训练一个真正的人形机器人出来,难度是很大的,现在大家只瞄着人形去做,其实没有思考用户真正的场景需求。”

那么,家庭具身智能的故事,对于云鲸吸引资本、打开估值空间来说,能起到关键作用吗?丁少将认为,家庭具身智能的概念,有助于强化云鲸品牌的科技形象,展示云鲸在技术创新方面的能力,还可开拓新的市场空间,推高自己在资本市场的热度,为上市估值提供有力支撑。

张峻彬则指出,家庭清洁革命正站在历史性跨越的临界点,当前扫地机器人仅是清洁智能化的“iPod阶段”,而具备三维空间认知与自主决策能力的家庭具身智能体,才是开启行业“iPhone时刻”的密钥,这不是单一设备的迭代,而是从功能型工具向自主智能体的范式迁移。

上市不只需要新故事,业绩情况同样重要。对于这一点,云鲸方面透露,该公司2024年营收同比增长超130%,海外市场营收同比增长近700%,并已实现稳定盈利。2025年,云鲸预计将继续实现翻倍增长,海外市场预计保持3-4倍增长,海外新增布局国家数量超70个,国内线下品牌门店数量翻倍增长、授权零售网点突破1000+。

责任编辑:黄兴利主编:寒丰

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