What are the "big thoughts" of accelerating the layout of robot track and byte beating?

记者陆志高

Reporter Lu Zhigao

字节跳转开始对机器人轨迹进行编码。

Byte jump begins to encode the robot track.

近日，接口新闻获悉，未来机器人已获得新一轮融资。本轮融资的投资者包括byte jump、联想风险投资和中鼎资本。天燕茶app显示，该公司最近增加了三名股东，包括北京量子飞跃科技有限公司、宁波鼎富企业管理咨询合伙企业（有限合伙）和天津联想海河智能科技产业基金合伙企业（有限合伙）。

Recently, the interface news learned that the future robot has obtained a new round of financing. The investors in this round of financing include byte jump, Lenovo venture capital and Zhongding capital. Tianyancha app shows that the company has recently added three shareholders, including Beijing quantum leap Technology Co., Ltd., Ningbo Dingfu enterprise management consulting partnership (limited partnership) and Tianjin Lenovo Haihe intelligent technology industry fund partnership (limited partnership).

这不是机器人轨道布局中的第一次。早在2020年4月，byte beat就投资了云鲸智能。它显示byte beat在这条轨道上销售了7次，并投资了5家公司，其中4家是今年投资的。除了投资机器人轨道的公司外，去年我们还投资了两家与机器人轨道相关的公司。

This is not the first time in the robot track layout. As early as April 2020, byte beat invested in cloud whale intelligence. It orange shows that byte beat has sold 7 times in the track, and has invested in 5 companies, of which 4 are invested this year. In addition to the companies that invested in the robot track, we also invested in two companies related to the robot track last year.

当你看到阿里、美团、京东等对手在机器人轨道上的布局时，你可能会从中得到一些启示。据观察，今年投资的机器人公司大多有"物流"的标签，而与轨道相关的公司可以与机器人公司联动。除了认识到这些机器人公司tiktok的价值外，他们可能更关心它们对语音业务和当地生活的影响。

When you see the layout of Ali, meituan, Jingdong and other opponents in the robot track, you may get some enlightenment from it. According to the observation, most of the robot companies invested this year have the label of "logistics", while the companies related to the track can linkage with the robot company. In addition to recognizing the value of these robotic company tiktok, they may be more concerned about the effect they can bring to the business of the voice and the local life.

选定的未来机器人

Selected future robots

作为全球工业无人机企业，future robot成立于2016年。

As a global industrial unmanned vehicle enterprise, future robot was established in 2016.

统计数据显示，公司致力于实现工业车辆的无人驾驶技术，推动节点物流中灵活无人流程的应用。将5g通信、人工智能、环境感知、深度学习、伺服控制等核心技术应用于工业无人驾驶领域，打造高度灵活的工业无人驾驶车辆和物流无人驾驶方案。

Statistics show that the company is committed to enabling industrial vehicles to be driverless with technology and promoting the application of flexible unmanned process in node logistics. By applying 5g communication, artificial intelligence (AI), environmental perception, deep learning, servo control and other core technologies to the field of industrial driverless, we will create a highly flexible industrial unmanned vehicle and logistics unmanned scheme.

目前，未来机器人已经开发并批量生产了8个系列的工业无人机产品，完成了近百家工业企业的现场应用案例，涵盖了外平台装载、料笼堆垛、货物装卸等核心场景，户外长途运输等。

At present, the future robot has developed and mass produced eight series of industrial unmanned vehicle products, and completed field application cases of nearly 100 industrial enterprises, covering core scenarios such as external platform loading, material cage stacking, goods loading and unloading, outdoor long-distance transportation and so on.

去年12月，future robot联合创始人兼首席执行官李鲁阳公开表示："在公交物流节点，future robot与苏宁合作，实现了仓储物流行业首个5g与可视化无人技术结合的案例。"

In December last year, Li Luyang, co-founder and CEO of future robot, said publicly, "in the logistics nodes of transit, future robot cooperated with Suning to realize the first case of 5g and visual unmanned technology combination in the warehousing and logistics industry."

一个月后，苏宁网表示将与语音业务运营商tiktok合作，全面整合供应链服务和IP品牌。

A month later, suning.com said it would cooperate with the voice business operators tiktok to carry out all-round integration in the supply chain services and the IP brand.

包括本轮投资在内，联想创投已经三次投资未来机器人。在2020年首次投资时，一方面，考虑到受疫情影响，工业领域开始尝试无人应用，有较大的增长潜力；另一方面，受疫情影响，整体市场投融资步伐放缓。

Including this round of investment, Lenovo venture capital has invested in future robots three times. When investing for the first time in 2020, on the one hand, considering that the industrial scene starts to try unmanned applications under the influence of the epidemic, there is a relatively large growth potential; On the other hand, under the influence of the epidemic, the pace of investment and financing in the overall market slowed down.

"首先，机器人是我们自2016年以来一直关注的领域。机器人在行业中的应用，特别是在工业和物流领域，是我们同意的方向；其次，我们高度认可创始人刘云辉教授团队的视觉技术，未来机器人创始团队非常优秀，在行业领域起步较早。"联想集团副总裁、联想创投合伙人王桂桂表示，他们在制造领域的部分产业资源和在产业领域布局的机器人也可以与未来机器人形成很好的生态协同效应。

"First, robots are the track we have been focusing on since 2016. The application of robots in the industry, especially in the fields of industry and logistics, is the direction we agree with; Second, we highly recognize the vision technology of the founder Professor Liu Yunhui's team, and the future robot founding team is very excellent, and started earlier in the industry segments. " Wang Guangxi, vice president of Lenovo Group and partner of Lenovo venture capital, said that some of their industrial resources in the manufacturing field and robots laid out in the industrial field can also form a very good ecological synergy with future robots.

李鲁阳认为，疫情下，资本市场之所以高度关注物流机器人领域，一个重要原因就是物流机器人在疫情期间进入了快车道。

In Li Luyang's view, an important reason why the capital market pays great attention to the field of logistics robots under the epidemic is that logistics robots entered a fast lane during the epidemic.

他说:"随着疫情的蔓延,我认为可能会带来更多新的需要和动力。从某种意义上说，后流行病社会发生了许多结构性变化。无论是2B场景还是2C家庭场景，都会逐渐形成一些新的法线。"王桂桂认为，当人们在家呆的时间更长时，他们自然需要更多的机器人来帮助完成一些体力劳动。"由于人员流动性有限，工厂制造等环节也需要机器人来解决劳动力短缺问题。这些新常态大多对机器人领域有好处，可能成为某些行业和个人采用自动化解决方案的最后门槛。在其他一些更广泛的消费行业，机器人仍有很大的发展空间。"

"With the epidemic, I think it may bring some more new needs and impetus. In a sense, many structural changes have taken place in the post epidemic society. Whether it is 2B scene or 2C home scene, some new normals will gradually form. " Wang Guangxi believes that when people stay at home longer, they naturally need more robots to assist in completing some physical labor. "Because of the limited mobility of personnel, robots are also needed in factory manufacturing and other links to solve the problem of labor shortage. Most of these new normals are good for the robot field, and may become the last threshold for some industries and individuals to adopt automation solutions. In some other broader consumer industries, robots still have a lot of room to expand. "

根据《2020-2025年中国物流机器人产业前景预测与市场调查研究报告》，近五年来，物流机器人年均增长超过20%，2018年物流机器人市场规模近1.9万台，京东、亚马逊、阿里巴巴、申通和顺丰等电子商务巨头和快递巨头也明显超重分拣机器人、物流机器人和无人仓库。

According to the Research Report on the prospect forecast and market survey of China's logistics robot industry from 2020 to 2025, the average annual growth of logistics robots has exceeded 20% in the last five years, and the market scale of logistics robots in 2018 was nearly 19000. In addition, e-commerce giants and express leaders such as jd.com, Amazon, Alibaba, Shentong and SF are also significantly overweight sorting robots, logistics robots and unmanned warehouses.

目前，未来机器人已经完成了五轮融资，从byte jump、IDG capital、联想创投、中鼎资本等投资机构获得了大量资金，累计融资金额超过4.5亿元。

At present, the future robot has completed five rounds of financing, and has obtained a lot of money from investment institutions such as byte jump, IDG capital, Lenovo venture capital and Zhongding capital, with a cumulative financing amount of more than 450 million yuan.

机器人轨道后面的加速度布局

Acceleration layout behind the robot track

早在2020年4月，我们就开始规划机器人轨道。

As early as April 2020, we began to layout the robot track.

第一个选择的对象是cloud whale intelligence，一家家庭服务机器人提供商。两个月后，他又投资了这家公司。半年后，他再也没有在这条赛道上尝试过。

The first selected object is cloud whale intelligence, a home service robot provider. Two months later, he invested in the company again. After half a year, he didn't make another shot at this track.

直到今年1月，盈和机器人获得了战略投资。据统计，公司致力于开发应用于国家战略应急和网格管理的智能机器人、智能社区、服务机器人产业集群和aiot系统，为工业4.0智能制造提供全面解决方案。

Until January this year, Yinghe robot obtained a strategic investment. Statistics show that the company is committed to developing intelligent robots, smart communities, service robot industrial clusters and aiot systems applied to national strategic emergency and grid management, and provides comprehensive solutions for industrial 4.0 intelligent manufacturing.

之后，字节跳跃开始加速机器人轨迹的布局。它显示，自今年以来，字节跳跃已经在轨道上猛增了五次，并投资了四家公司。除了盈和机器人，它还包括嘉智科技、叙利亚火炬之星和未来机器人。

After that, the byte jump began to accelerate the layout of the robot track. It orange shows that since this year, byte jump has shot five times in the track and invested in four companies. In addition to Yinghe robot, it also includes Jiazhi technology, syrius torch star and future robot.

其中，加之科技在今年5月和6月连续获得两轮投资。官网显示，公司专注于机器人智能感知与控制方向，设计并打造了包括核心、整机、云在内的完整产品线，形成了集自主核心技术、领先产品、系统解决方案于一体的自主移动机器人产业全价值链。"我们正面临工业4.0升级中的制造业，为室内外工厂提供无人化、智能化物流解决方案。未来，基于室内外自然无轨导航解决方案，我们将扩大智能机器人和系统在物流和其他行业的应用，重点关注感知和控制。

Among them, gazhi technology obtained two consecutive rounds of investment in May and June this year. The official website shows that the company focuses on the direction of robot intelligent perception and control, designs and creates a full product line including core, complete machine and cloud, and forms a full value chain of autonomous mobile robot industry integrating independent core technology, leading products and system solutions. "We are now facing the manufacturing industry in the upgrading of industry 4.0, Provide unmanned and intelligent intelligent intelligent logistics solutions for indoor and outdoor factories. In the future, based on indoor and outdoor natural trackless navigation solutions, we will expand the application of intelligent robots and systems focusing on perception and control in logistics and other industries.

除了投资机器人轨道的公司外，我们也在规划与轨道相关的公司。报告显示，byte beat去年投资了两家与robot track相关的公司。

In addition to the companies that invest in the robot track, we are also laying out the companies related to the track. It orange shows that byte beat invested in two companies related to robot track last year.

其中之一是工业智能系统的开发者宋智智能。公司旨在利用"控制+人工智能"技术和标准产品加解决方案，提高工业设备的易用性、协调性和数字化水平，从而"利用多维传感器配合智能控制算法，扩大工业设备和机器在复杂场景中的应用能力。

One of them is Songzhi intelligence, a developer of industrial intelligence system. The company aims to use "control + artificial intelligence" technology and standard products plus solutions to improve the ease of use, coordination and digitization level of industrial equipment, so as to "use multi-dimensional sensors to cooperate with intelligent control algorithms, Expand the application ability of industrial equipment and machines in complex scenes.

另一个是熵智能技术，一家提供机器视觉解决方案的公司。官方网站显示，该公司有能力开发底层成像系统和算法，以及软硬件集成。致力于通过高性能成像技术解决机器人柔性、微纳检测和测量等问题，赋予机器智能化。

The other is entropy smart technology, a provider of machine vision solutions. The official website shows that the company has the ability to develop the underlying imaging system and algorithm, and the integration of software and hardware. It is committed to solving the problems of robot flexibility, micro and nano detection and measurement through high-performance imaging technology, so as to endow the machine with intelligence.

对于电子商务平台来说，物流是一条重要的生命线。阿里巴巴、美团、京东等竞争对手，无论是机器人本身还是通过投资进入该领域，都可能给byte beat带来一些启示。

For e-commerce platforms, logistics is an important lifeline. Alibaba, meituan, Jingdong and other competitors, whether they are robots themselves or enter the field through investment, may also bring some enlightenment to byte beat.

通过观察可以看出，包括叙利亚火炬之星（syrius torch star）在内的大多数今年投资的机器人公司都有"物流"的标签，而与轨道相关的公司可以与机器人公司互动。除了认识到这些机器人公司tiktok的价值外，他们可能更关心它们对语音业务和当地生活的影响。

Through observation, it can be seen that most robot companies invested this year, including syrius torch star, have the label of "logistics", while companies related to the track can interact with robot companies. In addition to recognizing the value of these robotic company tiktok, they may be more concerned about the effect they can bring to the business of the voice and the local life.

据《晚报》报道，去年GMV tiktok（商品总成交额）突破5000亿元后，今年宝剑的目标是1万亿元，相当于2019年的总成交额。今年2月前，当地人寿业务的年度目标是到2021年底达到200亿元。

According to "LatePost" reported, after the last year's GMV tiktok (total commodity turnover) exceeded 500 billion yuan, the target of this year's sword is 10000 billion yuan, which is equivalent to the total volume of transactions in 2019. Before February this year, the annual goal of local life business is to reach 20 billion yuan by the end of 2021.

4月，tiktok推出了"兴趣业务"，来年将推出三大支持项目，帮助1000家企业实现年销售额1亿元，1万名优质大师和数千万元销售额，100件优质商品年销售额数十亿元。Tech tiktok在7月份报道说，jtiktok最近成立了一个外卖业务团队，并在最近的应用程序中进行了测试。目前，外卖业务被称为"外卖"，其口号是"tiktok，吃你最喜欢的"。

In April, tiktok launched "interest business", and in the coming year, it will launch three support programs to help 1000 businesses achieve annual sales of 100 million yuan, 10 thousand high-quality master sales and tens of millions of yuan sales, and 100 high-quality goods sold annually by billions of yuan. Tech tiktok reported in July that jtiktok had recently set up a team for takeaway business and has conducted tests in the recent App. At present, the takeaway business is called "takeaway", and its Slogan is "tiktok, eat your favorite".

同时，我们也在国外市场上做出努力。

At the same time, we are also making efforts in foreign markets.

去年12月，tiktok首次与沃尔玛合作。据媒体报道，tiktok今年正积极尝试进入欧洲和东南亚市场。Tiktok live电子商务于3月在印度尼西亚完成了首次测试，Tiktok电子商务功能于4月在英国开通。

Last December, tiktok cooperated with Wal Mart for the first time. According to media reports, tiktok is actively trying to enter the European and Southeast Asian markets this year. Tiktok live e-commerce completed its first test in Indonesia in March, and tiktok e-commerce function was opened in the UK in April.

"我们都认为，经过近二三十年来软件和互联网的蓬勃发展，再加上感知、人工智能等软件和算法的技术支持，机器人的大概念应该越来越渗透到社会、工业、生活等各个方面。"王桂桂认为，随着国家政策指导和疫情带来的新机遇，无论是VC还是CVC，投资机器人的原因在于，轨道的未来增长和价值是由市场看到的，"从整个市场来看，自动化程度，自动化和商业落地的普及率已经从定量逐步转向定性，包括我们每天都能感知到的服务机器人和教育机器人的变化，以及我们平时可能看不到的变化，如电子商务、仓储、物流背后的生产线，排序和其他部分。"

"We all believe that after the vigorous development of software and Internet in the past 20 or 30 years, coupled with the technical support of software and algorithms such as perception and artificial intelligence, the big concept of robot should more and more penetrate into society, industry, life and other aspects." In Wang Guangxi's view, with the new opportunities brought by the national policy guidance and the epidemic situation, whether VC or CVC, the reason for investing in robots is that the future growth and value of the track are seen by the market, "from the whole market, the embrace degree of automation, the penetration rate of automation and commercial landing have gradually changed from quantitative to qualitative, These include the changes of service robots and educational robots that we can perceive every day, as well as those that we may not see at ordinary times, such as the production line behind e-commerce, warehousing, logistics, sorting and other segments. "

Link：https://new.qq.com/omn/20210731/20210731A0BA7000.html

update time：2021-08-01 10:37:05