启明星 | 全球领先的机器人大脑企业梅卡曼德成功登陆香港交易所 | Bilingual

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北京时间2026年9月1日，启明创投投资企业、全球领先的机器人大脑企业梅卡曼德成功登陆港交所，成为“具身智能眼脑手第一股”，至此启明创投也迎来开年第十个IPO。梅卡曼德（09615.HK）发行价为101.7港元/股，市值127.1亿港元。

启明创投于2019年年初独家投资了梅卡曼德的A+轮融资，一路陪伴公司发展。IPO前，启明创投持有梅卡曼德7.38%的股份，是公司在18C章程下的领航资深独立投资者之一。

启明创投主管合伙人周志峰（左）、梅卡曼德董事长、执行董事兼首席执行官邵天兰（中）和启明创投执行董事陈南（右）

梅卡曼德成立于2016年，英文名为Mech-Mind，寓意机器人大脑，是全球少数通过智能机器人技术，实现物理AI跨行业、跨场景、跨地域规模化落地的科技企业之一。 与多数整机厂商不同，梅卡曼德不生产机器人本体，而是提供“眼脑手”标准化智能组件：Mech-Eye工业3D相机负责感知，Mech-GPT多模态具身大模型负责决策，Mech-Hand灵巧手负责执行。

截至2026年6月15日，梅卡曼德的产品已在全球累计部署超过29000台，应用于数十个行业的50多类典型场景，处理超过10万种货品，服务超过100家《财富》全球500强企业，包括宁德时代、比亚迪、美的、富士康等。

按2025年收入计算，梅卡曼德在全球“AI+3D视觉引导通用智能机器人组件”市场的份额约为22.1%，排名第一；按出货量计算，全球市场份额超过27%，超过其后四家最大竞争对手的总和。此外，梅卡曼德在中国、日本及北美市场占有率位居第一，并在东南亚、欧洲及韩国位居市场领导者之列。

梅卡曼德董事长、执行董事兼首席执行官邵天兰表示：“人工智能与机器人的结合是这个时代最大的机遇之一。抓住这一机遇需要的不是少数天才的灵光一闪，而是技术与产品上持之以恒的努力。梅卡曼德坚持实事求是、与时俱进，力争兼具前沿技术开拓能力、稳定可靠的产品开发能力、与全球客户服务能力，持续创造真实价值。启明创投对人工智能技术和长期价值的信仰也与公司高度契合，非常荣幸公司在早期就得到启明创投的认可和关键支持。”

启明创投主管合伙人周志峰表示：“2019年启明创投投资梅卡曼德，源于我们看好智能机器人的广阔前景，同时判断人工智能在物理世界中的应用仍处于产业化早期，形成闭环的落地场景还比较有限。梅卡曼德兼具顶尖研发实力与商业化落地能力，产品持续在全球头部客户场景落地验证，海内外双线市场均表现突出。我们期待梅卡曼德成为物理AI基础设施核心供应商，凭借成熟的商业化闭环，持续驱动通用具身智能的长期创新。”

Global-Leading Robobrain Firm Mech-Mind Robotics Lists on Hong Kong Stock Exchange

Mech-Mind Robotics, a portfolio company of Qiming Venture Partners and a global-leading robobrain company, successfully listed on the Hong Kong Stock Exchange on September 1, 2026 Beijing time and became the first listed embodied intelligence “Eye-Brain-Hand” company, marking the tenth IPO for Qiming Venture Partners this year. Mech-Mind Robotics (09615. HK) issued its shares at a price of HK$101.7 per share with a market capitalization of HK$12.71 billion.

Qiming Venture Partners exclusively invested in the Round A+ financing of Mech-Mind Robotics in early 2019, accompanying the firm in its development all the way. Before Mech-Mind Robotics’ IPO, Qiming Venture Partners held a 7.38 percent stake in the firm and is one of the firm’s leading senior independent investors under the Chapter 18C of the Listing Rules of the HKEX.

Founded in 2016, Mech-Mind Robotics (Mech-Mind means robobrain) is one of the few technology companies in the world that has achieved cross-industry, cross-scenario and cross-regional large-scale implementation of physical AI relying on intelligent robot technologies. Different from most robot manufacturers, Mech-Mind Robotics does not produce robots, but provides “Eye-Brain-Hand” standardized intelligent components -- Mech Eye industrial 3D cameras responsible for perception, Mech-GPT multimodal embodied large models responsible for decision-making, and Mech-Hand dexterous hands responsible for execution.

As of June 15, 2026, Mech-Mind Robotics has deployed over 29,000 units of its products globally, which have been used in more than 50 typical scenarios in dozens of industries, handled over 100,000 types of goods, and served more than 100 Fortune Global 500 companies, including CATL, BYD, Midea, and Foxconn.

Calculated by revenue in 2025, Mech-Mind Robotics’ market share in the global “AI+3D vision guided general intelligent robot components” market is about 22.1 percent, ranking first; Calculated by shipments, the firm’s global market share exceeds 27 percent, larger than the sum of its four largest rivals ranking after the firm. In addition, the firm has the highest market share in China, Japan, and North America, and is one of the market leaders in Southeast Asia, Europe, and South Korea.

“The integration of artificial intelligence and robotics is one of the greatest opportunities of our time. Seizing this opportunity requires not a brainwave of a few geniuses, but sustained efforts in technology and product development. Mech-Mind Robotics seeks truth from facts, keeps pace with the times, strives to build capabilities to explore cutting-edge technologies, stable and reliable capabilities to develop products, and capabilities to serve customers globally, and continuously creates genuine value. Qiming Venture Partners’ belief in AI technology and long-term value tallies with our company. We are very honored to have received recognition and critical support from Qiming Venture Partners in our early days,” says Shao Tianlan, Chairman, Executive Director, and Chief Executive Officer of Mech-Mind Robotics.

" Qiming Venture Partners invested in Mech-Mind Robotics in 2019 for we were optimistic about the vast potential of intelligent robotics and believed the application of artificial intelligence in the physical world was still in the early stages of industrialization, and closed-loop implementation scenarios were limited. Mech-Mind Robotics boasts top R&D and commercialization capabilities, and its products are consistently used and validated by global-leading companies, with outstanding performance both at home and abroad. We expect that Mech-Mind Robotics will become a core supplier of physical AI infrastructure and reply on its mature commercialization loop to continuously drive long-term innovation in general embodied intelligence," Alex Zhou, Managing Partner of Qiming Venture Partners, stated.

往 期 回 顾

启明周报 | 启明创投投资企业要闻十条 Vol.27, 2026.8.26 启明星 | 启明创投投资企业梅卡曼德再获近10亿元融资 启明头条 | WAIC启明创投·创业与投资论坛—从算力原点到应用落地的进化征程成功举办

启明创投成立于2006年。目前，启明创投旗下管理11只美元基金，7只人民币基金，已募管理资产总额达到95亿美元。自成立至今，专注于投资科技(Technology)、医疗创新(Healthcare)等行业早期和成长期的优秀企业。

截至目前，启明创投已投资超过580家高速成长的创新企业，其中有超过210家分别在美国纽交所、纳斯达克，香港交易所，上交所及深交所等交易所上市，或通过并购等方式退出，有80多家企业成为行业公认的独角兽或超级独角兽企业。

启明创投投资企业中，很多已经成长为各自领域中最具影响力的公司，包括小米集团（01810.HK）、美团（03690.HK）、哔哩哔哩（NASDAQ:BILI, 09626.HK）、知乎（NYSE:ZH, 02390.HK）、石头科技（688169.SH）、禾赛科技（NASDAQ：HSAI,02525.HK)、优必选（09880.HK）、文远知行（NASDAQ:WRD,00800.HK）、海博思创（688411.SH）、影石创新（688775.SH）、云知声（09678.HK）、壁仞科技（06082.HK）、智谱（02513.HK）、甘李药业（603087.SH）、泰格医药（300347.SZ, 03347.HK）、再鼎医药（NASDAQ:ZLAB, 09688.HK）、康希诺生物（688185.SH, 06185.HK）、Schrödinger（NASDAQ:SDGR）、惠泰医疗（688617.SH）、三友医疗（688085.SH）、艾德生物（300685.SZ）、神州细胞（688520.SH）、英矽智能（03696.HK）、浩博医药、圆心科技、宜联生物、礼新医药、阶跃星辰等。