菜鸟集团前CTO李强创立的Physical AI平台公司昆腾动力完成了超亿元种子轮融资[1]。本轮融资由云启资本、商汤科技联合投资[1]，融资资金将用于Physical AI核心技术研发、人才梯队建设及全球化市场拓展[1]。
昆腾动力成立于2026年上半年[1]，创始人兼CEO李强曾任菜鸟集团CTO和阿里巴巴国际数字商业板块CTO[1]。公司致力于推进AI与物理世界的融合，通过在物流仓储场景规模化部署机器人积累真实数据，构建具身智能底层平台[1]。根据IDC报告，2025年中国具身智能机器人用户支出规模预计超过14亿美元，到2030年将飙升至770亿美元，年均复合增长率达94%[1]。
昆腾动力的商业拓展将分阶段推进[1]。2026年重点瞄准B2C、中小B电商仓库，聚焦补货上架、货品拣选、包裹打包三大工序[1]。到2027年，业务拓展至复杂快递网点、工业产线、零售货架、医药分拣等场景[1]。
Li Qiang, former Chief Technology Officer of Cainiao Group, has founded Quntum Dynamics, a Physical AI platform company that has completed a seed-round financing round exceeding 100 million yuan [1]. The round was jointly led by Yunqi Capital and SenseTime, with the funding designated for core technology research and development, talent recruitment, and global market expansion [1].
Quntum Dynamics was established in the first half of 2026 and focuses on integrating artificial intelligence with the physical world [1]. Li Qiang, the company's founder and CEO, previously served as CTO of Cainiao Group and CTO of Alibaba's International Digital Commerce Division [1]. The company plans to accumulate real-world data through large-scale robot deployment in logistics and warehouse environments to build an embodied AI infrastructure platform [1].
The company will initially target B2C and small-to-medium B e-commerce warehouses in 2026, concentrating on three core operations: replenishment and shelving, goods picking, and package packing [1]. According to IDC data cited in the announcement, China's embodied intelligence robot market is projected to reach user spending of over 1.4 billion dollars in 2025, with expectations to surge to 77 billion dollars by 2030, representing a compound annual growth rate of 94 percent [1]. By 2027, Quntum Dynamics plans to expand operations into complex express logistics hubs, industrial production lines, retail shelving systems, and pharmaceutical sorting facilities [1].
