中国世界模型赛道正进入加速发展阶段。2026年前7个月新成立23家创业公司，已超过2025年全年的20家和2024年的10家[1]。这批企业融资速度迅捷，其中18家在成立后数月内完成首轮或前两轮融资，2家被标记为独角兽企业，4家估值达到10亿元以上的千里马级别[1]。
创始人背景多元，汇聚学术精英与产业高管。林俊旸作为阿里通义千问负责人出任创始人，22岁北大学生陈博远、Nature封面论文一作封硕、菜鸟CTO李强等纷纷投身创业[1]。融资规模方面，语用科技种子轮投后估值约20亿美元，逆矩阵科技估值超50亿元人民币，昆仑行融资达数十亿人民币且投后估值突破10亿美元，破壳机器人8月3日完成亿美元级Pre-A轮[1]。其中破壳机器人从成立到完成亿美元级Pre-A轮仅用不到五个月，昆仑行从注册到成为独角兽仅用90天[1]。
资本与产业力量密集布局构建生态。红杉中国、高瓴创投、腾讯投资、蚂蚁集团、经纬创投等一线机构密集出手，小米战投、智元机器人、乐聚机器人等产业方也以战略投资者身份入场[1]。这些创企的技术路线呈现分化态势，涵盖通用基座、4D空间智能、因果推理、具身智能和垂直场景五大发展方向[1]。
China's world model sector is experiencing rapid expansion, with 23 new startups established in the first seven months of 2026, surpassing the entire 2025 total of 20 companies and more than double the 10 founded in 2024 [1]. This acceleration reflects growing capital and industry interest in the emerging field.
The newly formed companies are attracting substantial investment, with 18 of the 23 completing Series A or earlier rounds shortly after launch [1]. Among the most prominent, Yuyu Technology achieved a post-investment valuation of approximately $2 billion USD following its seed round, while Inverse Matrix Technology commanded a valuation exceeding 5 billion yuan [1]. Kunlun Xing secured funding in the tens of billions of yuan with a post-investment valuation exceeding $1 billion USD, and Breakshell Robotics completed a pre-Series A round at the hundred-million-dollar scale on August 3 [1]. Two of the cohort have been identified as unicorns, with four others classified as "Pegasus" ventures valued above 1 billion yuan [1].
The founding teams span diverse backgrounds, including former executives and technical leaders from major technology firms, academic researchers, and serial entrepreneurs [1]. Notable founders include Lin Junyang, who led Aliyun's Tongyi Qianwen initiative; Chen Boyuan, a 22-year-old Peking University student; Feng Shuo, first author of a Nature cover paper; Li Qiang, former CTO of Cainiao; and Xu Huazhe, formerly chief scientist at Xinghai Tu [1]. The sector's rapid scaling is evidenced by acceleration timelines: Breakshell Robotics advanced from incorporation to completion of its hundred-million-dollar pre-Series A in under five months, while Kunlun Xing achieved unicorn status within 90 days of registration [1].
Top-tier venture capital firms including Sequoia China, Hillhouse Capital, Tencent Investment, Ant Group, and Merlin Ventures have made concentrated commitments to the space, while corporate investors such as Xiaomi's venture arm, Zhiyuan Robotics, and Lego Robotics have entered as strategic backers [1]. The sector encompasses multiple technological approaches spanning general foundation platforms, 4D spatial intelligence, causal reasoning, embodied intelligence, and vertical applications [1].
