极端环境工业级自治系统 · Beta 验收后计划天使轮 Industrial Autonomy · Extreme Environments · Angel 2026

SnowBot
Beta 之后
进入客户现场

SNOWBOT
AFTER BETA
INTO THE FIELD

ARCBOS 已完成 SnowBot Alpha 工程样机,当前由 Beta Partner Round 推进 Beta 任务闭环与系统验收。计划天使轮在 Beta 验收后正式开启:目标融资 ¥800万,Pre-money ¥4,500万,用于试生产、北美首批客户试点、认证保险、现场运营与商业转化。Angel 资金不再用于完成 Beta,而是把已完成 Beta 的机器推向可验证的客户现场。

ARCBOS has completed the SnowBot Alpha engineering prototype. The Beta Partner Round is funding Beta task-loop integration and acceptance. The next Angel Round is planned to open only after Beta acceptance: target CNY 8M at CNY 45M pre-money, funding trial production, first North American customer pilots, certification and insurance, field operations and commercial conversion. Angel capital does not fund Beta completion.

目标融资TARGET RAISE ¥800万 最低¥600万 · 上限¥1,000万 Min CNY 6M · Cap CNY 10M
投前估值PRE-MONEY ¥4,500万 目标约15.1% · 区间11.8–18.2% 15.1% target · 11.8–18.2% range
周期TIMELINE 12–15mo 试生产 → 北美客户试点 Trial production → NA pilots
ARCBOS SnowBot 工业级自治除雪机器人渲染图
效果图 · Alpha 已完成 · Beta 开发中RENDER · ALPHA COMPLETE · BETA IN DEVELOPMENT
01

问题:北美大型设施的夜间除雪困境

THE PROBLEM

CUSTOMER PAIN FIRST
Pain 01 · Reliability

夜间除雪 · 依赖人工 · 失败成本极高

Night Clearance Depends on Human Labor

数据中心、物流仓储、医疗院区必须在凌晨2–6时完成入口清雪。现有方案依赖临时司机与分包网络,大雪时恰好最不可靠。一次失误意味着运营中断与法律责任。

Data centers, logistics parks, and medical campuses must clear entry points by 2–6 AM. Current solutions rely on temp drivers and subcontractors — least reliable exactly during storms. One failure means operational shutdown and liability exposure.

Pain 02 · Auditability

无法审计的服务结果 · 责任闭环缺失

Zero Auditability · No Liability Closure

企业客户无法核查实际除雪时间、路线覆盖和作业质量。滑倒事故诉讼的核心争议"有没有按时清扫"——目前这个问题没有可信答案。

Facility managers cannot verify actual clearing times, route coverage, or quality. Slip-and-fall litigation hinges on "was it cleared on time?" — currently an unanswerable question with no credible audit trail.

机场级自主除雪(Otto/Yeti)已证明极寒工况下无人化在工程上成立,但造价超过 $200万/台,商业地产完全无法承受。消费级产品(Yarbo,~$5,000,官方额定−25°C)止步于住宅吞吐量。大型设施的关键作业区域(入口 · 装卸区 · 应急通道 · 关键走廊)——这个细分场景,目前没有成熟的可负担极寒验证产品。ARCBOS SnowBot 从这里切入。

Airport-grade snow removal (Otto/Yeti) proves unmanned extreme-cold operation is viable — but at over $2M/unit, commercial real estate deployment is impossible. Consumer products (Yarbo, ~$5,000, rated −25°C) stop at residential throughput. Mission-critical zones inside large facilities (entry points · loading docks · emergency routes · key corridors) — no affordable, extreme-cold-validated solution exists for this wedge. ARCBOS SnowBot enters here.

02

市场规模

MARKET SIZE

TAM · SAM · SOM · BOTTOM-UP
TAM · 2023$22.5B

北美商业除雪融冰市场,SIMA标准采购周期(5月RFP · 9月授标)

NA commercial snow & ice management. Annual SIMA procurement (May RFP · Sept award)

SAM$1.2–1.8B

Snow Belt内高失败成本工业级站点约30,000个(数据中心·物流·医院·工业厂区)

~30,000 high-reliability industrial sites in Snow Belt: data centers, logistics parks, medical campuses, industrial facilities

SOM · Y5 站点300–500

付费站点数,受交付产能约束。对应年度合同价值约 $4.8M–14M

Paid sites (delivery-capacity constrained). Annual contract value ~$4.8–14M

RaaS 目标定价$16–28K

每站/年(USD)。现有人工外包 $40–60K/站/年

Per site/year (USD). Current outsourced: $40–60K/site/yr.

注:SOM为5年付费站点目标,300站×$16–28K/年 = 年度合同价值$4.8M–14M。更高收入路径需多机器人部署、附加服务及ARPU提升,将在完整版BP中单独建模。 Note: SOM is 5-year paid site count. 300 sites × $16–28K/yr = annual ACV $4.8–14M. Higher revenue requires multi-robot sites and add-on services — modeled in full BP.
03

产品与技术路线

PRODUCT & TECH APPROACH

DESIGN TARGETS · NOT YET VALIDATED
参数Parameter 工程设计目标Engineering Design Target
驱动方式Drive重载橡胶履带 ≥500kgHeavy rubber track ≥500kg
冷启动Cold Start−30°C cold soak TARGET
作业窗口Duty Cycle12hr overnight service window TARGET*
除雪机构Snow Mech.前置旋转吹雪Front rotary snowblower
自主导航NavigationTeach & Repeat + Remote takeover
传感器SensorsIMU · GNSS · Camera · Ultrasonic
防护等级ProtectionIP65+ TARGET
连接Connectivity4G/LTE · OTA · Remote monitoring
驱动Drive重载橡胶履带Heavy rubber track
冷启动Cold Start−30°C TARGET
作业窗口Duty12hr overnight service window TARGET*
导航NavTeach & Repeat
传感器SensorsIMU·GNSS·Cam·US
防护IPIP65+ TARGET
连接Comms4G/LTE · OTA
⚠ 标注"目标"项均为工程设计目标,尚未雪地验证。*12hr方案(单体电池/自动换电/热插拔)待样机电耗测试后确认。 ⚠ Items marked TARGET are engineering design goals, not yet field-validated. *12hr strategy confirmed after prototype power-draw measurement.
APPROACH 01 · No L4/L5

天使轮不承诺 L4/L5 自主。选用 Teach & Repeat + 远程接管:操作员录制路线,机器人反复执行,遇障切换远程干预。工业移动机器人最务实的 MVP 选型。

No L4/L5 promises. Teach & Repeat + remote teleoperation: operator records route once, robot repeats; anomalies trigger remote takeover. Most pragmatic MVP for industrial mobile robots.

APPROACH 02 · 4-Axis Barrier

任何单项可被复制;−30°C × 重载履带 × 雪地低纹理导航 × 夜间无人值守四项同时工程验证,需要完整冬季真实数据积累——这正是本轮融资要产出的东西。

−30°C × heavy-track × low-texture snow nav × unmanned night ops simultaneously validated requires real winter field data — exactly what this round funds.

APPROACH 03 · SW Budget ¥35万

底层基于 ROS2 开源框架,无框架授权费。算法顾问(外聘)承担 SLAM 难题与雪地适配。¥35万覆盖集成、定制化与顾问费。

Stack built on ROS2 open-source (no licensing fee). Algorithm advisors handle SLAM and snow adaptation. ¥350K covers integration, customization, and advisor fees.

04

当前真实状态

CURRENT STATUS

AS OF Q3 2026
COMPLETE

Alpha 工程样机已完成

Alpha Engineering Prototype Complete

整机已跨过首轮结构、电气、底盘、除雪机构与基础人工控制的工程闭环。Alpha 是已完成状态,不再作为 Angel 资金用途。

The machine has crossed its first structural, electrical, mobility, snow-work and supervised-control engineering loop. Alpha is complete and is no longer an Angel use of funds.

CURRENT

Beta 开发与验收正在推进

Beta Development & Acceptance In Progress

当前重点是固定场地任务闭环、定位融合、障碍停车、系统集成、安全边界和可复现验收证据。

Current work focuses on fixed-site task loops, localization fusion, obstacle stopping, system integration, safety boundaries and reproducible acceptance evidence.

CAPITAL GATE

Angel 只在 Beta 验收后开启

Angel Opens Only After Beta Acceptance

Beta Partner Round 与计划 Angel Round 属于两个不同时间点和风险状态。¥4,500万投前是 Beta 验收后的计划下一轮估值目标,不构成保证。

The Beta Partner and planned Angel rounds belong to different time points and risk states. CNY 45M pre-money is a conditional post-Beta target, not a guarantee.

05

工程里程碑 · A1→B5 九个门控

MILESTONES · A1→B5 NINE GATES

MONTHLY VERIFIABLE
ALPHA · A1–A4 · Mo 1–4
A1

系统架构冻结

Architecture Frozen

BOM锁定·关键供应商书面确认·采购可启动BOM locked·suppliers confirmed·POs can issue

A2

底盘与驱动打通

Chassis & Drive Functional

前进/后退/转向/急停·驱动电流正常·可遥控≥30minForward/reverse/steer/e-stop·drive current nominal·operable ≥30min

A3

除雪作业模块完成

Snow-Clearing Module Complete

积雪场地完成基础推雪/吹雪·无机构干涉·PHA完成Basic plowing/blowing on snow·no mechanical interference·PHA done

A4

Alpha 样机完成

Alpha Prototype Complete

遥控下完整除雪任务·实际电耗测量·热数据记录Full task under teleoperation·power draw measured·thermal data logged

BETA · B1–B5 · Mo 4–8
B1

产品化结构重构

Product-Grade Redesign

可交付外观·IP65初步验证·整机尺寸重量确认Deliverable-grade finish·IP65 initial check·confirmed footprint

B2

路线系统完成

Route System Functional

录制/保存/回放路线·重复误差95%≤50cm(目标)Record/save/replay routes·repeat accuracy 95th pct ≤50cm (target)

B3

任务闭环 · 安全系统

Task Loop · Safety System

自主除雪·2米内检测停止·急停≤1.5m·失联3s停车Autonomous clearing·stop within 2m·e-stop ≤1.5m·comms loss 3s auto-stop

B4

极寒+夜间综合测试

Cold + Night Combined Test

目标−20°C+真实雪地·夜间自主完成·视频有时间戳Target −20°C+ real snow·night autonomous·timestamped video

B5

Pre-A 展示版完成

Pre-A Demo Complete

向投资人/客户演示·量产BOM初稿·首批LOI推进Live demo to investors/clients·initial production BOM·first LOIs

06

Angel 资金结构 · ¥800万 Beta-to-Pilot

ANGEL USE OF FUNDS · CNY 8M BETA-TO-PILOT

POST-BETA · 12–15 MONTH RUNWAY

资本顺序已经锁定:Beta Partner Round(¥200万 / Pre-money ¥1,000万)只负责把 Alpha 推到 Beta 验收;Beta 验收后,计划 Angel Round(目标 ¥800万 / Pre-money ¥4,500万)才正式进入试生产、北美客户试点和商业化去风险。两个估值对应两个不同工程状态,不是同时融资。

Capital sequence is explicit: the Beta Partner Round (CNY 2M / CNY 10M pre-money) funds Alpha-to-Beta acceptance only. After Beta acceptance, the planned Angel Round (CNY 8M target / CNY 45M pre-money) funds trial production, North American pilots and commercialization de-risking. These valuations belong to different engineering states, not simultaneous rounds.

试生产与DFMTrial Production & DFM
¥240万30%

首批工程试制、工装夹具、供应商NRE、BOM冻结、质量与可维护性优化;按约8–12台试制/试点能力预留,最终数量由BOM与验证结果决定。

First engineering batch, tooling, supplier NRE, BOM freeze, quality and serviceability; capacity reserved for roughly 8–12 trial/pilot units, with final count governed by BOM and validation.

北美试点与现场运营North America Pilots & Field Ops
¥160万20%

运输、仓储、备件、现场支持、冬季测试、客户培训与运行证据采集。

Freight, storage, spares, field support, winter validation, customer training and operational evidence capture.

核心工程与产品团队Core Engineering & Product Team
¥160万20%

嵌入式、ROS2/自治、测试、机械/电气改进、产品与项目管理;重点补齐技术负责人和现场验证能力。

Embedded, ROS2/autonomy, validation, mechanical/electrical iteration, product and program management; priority on technical leadership and field-validation capability.

认证·保险·安全准入Certification · Insurance · Safety Entry
¥80万10%

北美适用标准评估、功能安全、产品责任险、测试机构与客户安全准入材料。

North American standards scoping, functional safety, product-liability insurance, test bodies and customer safety-entry documentation.

自治软件·云端·远程运营Autonomy · Cloud · Remote Ops
¥80万10%

Beta 后鲁棒性优化、远程接管、任务与日志、车队基础设施、数据闭环与现场诊断。

Post-Beta robustness, teleoperation, mission/logging, fleet foundations, data loops and field diagnostics.

营运资金与风险储备Working Capital & Reserve
¥80万10%

采购账期、返修、汇率、冬季窗口不可逆成本及试点不可预见支出。

Supplier timing, rework, FX, winter-window irreversibility and unforeseen pilot costs.

目标融资TARGET ANGEL RAISE¥800万
ROUND RANGE

目标 ¥800万 · 最低 ¥600万 · 上限 ¥1,000万。目标不是“做完Beta”,而是形成试生产、首批客户现场与下一轮可核验资产。

Target CNY 8M · minimum CNY 6M · cap CNY 10M. The objective is not Beta completion; it is trial production, first customer deployments and the evidence base for the next financing state.

EQUITY MATH

Pre-money ¥4,500万:¥600万→11.8%;¥800万→15.1%;¥1,000万→18.2%。目标投后估值约 ¥5,300万

CNY 45M pre-money: CNY 6M → 11.8%; CNY 8M → 15.1%; CNY 10M → 18.2%. Target post-money: approximately CNY 53M.

VALUATION GATE

¥4,500万投前是Beta 验收后的计划下一轮估值目标。从 Partner Round 投后 ¥1,200万到该估值的跃迁,必须由 Beta 验收、可复现任务闭环、生产BOM与客户试点准备度共同支撑;不构成估值保证。

CNY 45M pre-money is a planned post-Beta next-round valuation target. The step from CNY 12M Partner post-money must be earned by Beta acceptance, repeatable task loops, production-BOM readiness and customer-pilot readiness; it is not a valuation guarantee.

07

单位经济模型(简化)

UNIT ECONOMICS · SIMPLIFIED

BASE CONTRACT: 1 SITE · 1 ROBOT · 1 WINTER SERVICE ZONE
单台机器人 · 年度(USD)Per Robot · Annual (USD) 估算Est.
量产目标 COGSTarget production COGS~$25–35K
部署与安装Deployment & install~$2–3K
年度现场维护Annual field service~$3–4K
年度远程运营摊销Annual remote ops (pro-rated)~$1.5–2.5K
保险·物流·仓储Insurance · logistics · storage~$1.5–2K
折旧(5年直线法)Depreciation (5yr straight-line)~$5–7K
第1年总成本(含折旧)Year-1 total cost (incl. depr.)~$13–18.5K
目标 RaaS 年费Target RaaS annual fee$16–28K
年度毛利(低/高)Gross profit (low/high)$0 / $14.5K
预量产估算,基于同类工业移动机器人参考数据。$16K低端定价毛利空间极薄;盈利路径:ARPU提升+规模COGS下降+多机器人站点+附加服务。Pre-production estimates based on comparable industrial mobile robot benchmarks. Thin margin at $16K floor; profitability path: ARPU growth + scale COGS reduction + multi-robot sites + add-on services.
年份Year 付费站点Sites 年度 ACVAnnual ACV
第1年Y15–10$80–280K
第2年Y225–40$400K–1.1M
第3年Y380–120$1.3–3.4M
第4年Y4180–260$2.9–7.3M
第5年Y5300–500$4.8–14M
底层按付费站点数与年度合同价值建模。Y5 收入上限 $14M = 500 站点 × $28K/年;这是模型假设,不是已实现收入。Bottom-up model based on paid sites and annual contract value. Y5 revenue ceiling: $14M = 500 sites × $28K/year. This is a model assumption, not realized revenue.
08

竞争格局 · 市场空白在哪

COMPETITIVE LANDSCAPE

Q3 2026 · SNOWBOTIX INCLUDED
产品/公司Product 定位Segment −30°C 商业规模Com.Scale RaaS 价格Price 主要局限Key Gap
Otto / Yeti 机场跑道Airport runway >$2M/台 造价是商业地产上限的100×Unit cost 100× commercial ceiling
Snowbotix 商业设施·RaaSCommercial RaaS △* 未公开Undisclosed 最直接竞争者,定位高度重叠。极寒可靠性公开数据不足;北美规模有限;无中国供应链成本结构。市场赢家尚未产生,ARCBOS通过供应链成本+创始人渠道+关键区域切入策略差异化。Closest competitor — high positioning overlap. Limited public extreme-cold validation data; limited NA scale; no Chinese supply chain cost structure. No scaled winner yet — ARCBOS differentiates via supply chain cost + founder distribution + mission-critical zone wedge.
Swap Robotics 模块化·人行道Modular · sidewalk $50–90K Transport Canada试验·主要覆盖人行道,不覆盖大型商业园区Transport Canada trial · sidewalk-focused, not large campus
Left Hand / Toro 割草改型Lawn→snow adapt $80–120K 极寒可靠性存疑·设备销售非RaaS·Toro并购证明行业先例Cold reliability unproven · capex model · Toro acquisition validates M&A precedent
Yarbo 消费级住宅Consumer residential ~$5K 官方额定−25°C(非−30°C)·住宅吞吐量·安全级别不足Rated −25°C (not −30°C) · residential throughput · safety level insufficient
ARCBOS SnowBot 商业/工业园区Commercial/Industrial * $16–28K/yr Alpha 已完成 · Beta 开发中 · Angel 待 Beta 验收后开启·10年北美渠道·中国供应链成本优势·RaaS订阅Alpha complete · Beta in development · Angel opens after Beta acceptance·10yr NA channel·CN supply chain cost edge·RaaS
Otto / Yeti
机场跑道级Airport runway
>$2M/台
−30°C Scale RaaS

造价是商业地产承受上限的100×,非可行竞争者

Unit cost 100× commercial real estate ceiling — not a viable competitor in target segment

Snowbotix
商业设施·RaaSCommercial RaaS
未公开Undisclosed
−30°C △*Scale RaaS

最直接竞争者:定位高度重叠。极寒可靠性公开数据不足;北美渗透有限;无中国供应链成本优势

Closest competitor: high positioning overlap. Limited extreme-cold public data; limited NA penetration; no Chinese supply chain cost advantage

Swap Robotics
模块化·人行道Modular · sidewalk
$50–90K
−30°C Scale RaaS

Transport Canada试验阶段·主要覆盖人行道场景,不覆盖大型商业园区中型作业

Transport Canada supervised real-world validation completed (1.7km T&R, 15–20hr continuous, no safety incidents); sidewalk-focused, not targeting large-facility mission-critical zones

Left Hand / Toro
割草改型Lawn→snow adapt
$80–120K
−30°C Scale RaaS

极寒可靠性存疑·设备销售非RaaS·Toro并购Left Hand Robotics证明行业战略并购先例成立

Cold reliability unproven · capex model · Toro/Left Hand acquisition validates strategic M&A precedent

Yarbo
消费级住宅Consumer residential
~$5K
−30°C Scale RaaS

官方额定−25°C(非−30°C)·住宅吞吐量不足·安全认证级别不满足商业设施要求

Rated −25°C, not −30°C · residential throughput · safety certification level below commercial facility requirements

ARCBOS SnowBot
商业/工业园区Commercial/Industrial
$16–28K/yr
−30°C ✓*Scale RaaS

Alpha 已完成 · Beta 开发中 · Angel 待 Beta 验收后开启·10年北美渠道就绪·RaaS订阅模式·中国供应链成本优势

Alpha complete · Beta in development · Angel opens after Beta acceptance · 10yr NA channel ready · RaaS model · Chinese supply chain cost advantage

✓ 具备 · △ 部分/验证中 · ✗ 不具备 · * ARCBOS −30°C 为工程设计目标,Beta B4阶段验证 · Yarbo官方额定−25°C · 数据截至2026 Q3 · 竞争格局持续变化,请独立核实✓ Capable · △ Partial/in validation · ✗ No · * ARCBOS −30°C is design target, validated at Beta B4 · Yarbo rated −25°C · Data as of Q3 2026 · Landscape evolving — verify independently
09

客户渠道与销售漏斗

CHANNEL & PIPELINE

HONEST FUNNEL · 5 STAGES
阶段Stage 数量Count 定义与说明Definition
01 · REACH50+创始人通过CBRE/Colliers服务网络可触达的大型商业设施决策人(直接人脉关系,非机构合作协议)Facility decision-makers reachable through founder's CBRE/Colliers service network (personal relationships, not institutional partnership)
02 · DISCOVERY进行中已确认除雪需求与预算规模的访谈对象;部分已完成雪务外包费用数据收集Interviews conducted; confirmed snow management need and budget scale; some snow outsourcing cost data collected
03 · INTERESTTBD书面/邮件确认愿意参与Beta试点(B5里程碑完成后启动正式意向确认)Written/email confirmed pilot interest (formal confirmation begins after B5 milestone)
04 · LOITBD含具体站点、日期与验收条件的正式意向书;天使轮完成前推进首批Formal LOI with specific site, date, and acceptance criteria; first LOIs before angel close
05 · PAIDY1目标首批付费合同(Pre-A阶段目标);含"设施方提供场地,ARCBOS提供机器人"的半付费结构First paid contracts (Pre-A milestone); may include semi-paid arrangements (facility provides site, ARCBOS provides robot)
01 · REACH50+

创始人通过CBRE/Colliers服务网络可触达的大型商业设施决策人(直接人脉,非机构协议)

Facility decision-makers reachable through founder's CBRE/Colliers network (personal relationships, not institutional agreements)

02 · DISCOVERY进行中

已完成需求访谈·确认除雪预算规模·部分收集雪务外包费用数据

Needs interviews conducted · snow budget scale confirmed · some outsourcing cost data collected

03 · INTERESTTBD

书面/邮件确认愿意参与Beta试点(B5完成后启动)

Written pilot interest confirmed (formal process begins after B5)

04 · LOITBD

含站点、日期与验收条件的正式意向书;天使轮完成前推进首批

Formal LOI with site, date, and acceptance criteria; first LOIs before angel close

05 · PAIDY1目标

首批付费合同(Pre-A阶段目标)

First paid contracts (Pre-A milestone target)

渠道说明:CBRE、Colliers 代表创始人龚铁靖在北美 C&I 能源市场10年+形成的直接客户与合作人脉,并非机构签署的正式渠道合作协议。首批试点候选方来自这一网络——了解创始人执行能力的设施决策人;正式意向确认于B5演示完成后推进。
Channel clarification: CBRE and Colliers represent founder Gong Tiejing's direct client and partner network built over 10+ years in NA C&I energy markets — not signed institutional channel agreements. First pilot candidates expected from this network — facility decision-makers who know the founder's execution track record. Formal intent confirmation begins after B5 demo completion.
10

团队

TEAM

NAMED · GAPS DISCLOSED
FOUNDER · CEO
Gong Tiejing
龚铁靖
Electrical Eng.NA C&I 10yr+PepsiCo · Shell · B&VCBRE · Colliers

北美工商业能源系统电气工程师,深耕北美 C&I 市场超过10年,主导交付过PepsiCo、Shell Energy、B&V等大型客户全系统项目。CBRE、Colliers是其长期合作客户,首批试点意向来自这一网络。SnowBot从十年现场交付经验中演化而来。

Electrical engineer with 10+ years in North American C&I markets. Led full-stack delivery for PepsiCo, Shell Energy, B&V, and Blink Charging. CBRE and Colliers are long-term client relationships. SnowBot evolved from ten years of field delivery.

CO-FOUNDER · SUPPLY CHAIN
Gong Jifeng
龚继锋
Supply ChainIndustrial Supply ChainChinese Industrial SC

联合创始人,共同出资¥100万完成启动,表明真实资本承诺。主导外协体系与零部件采购,直连中国工业供应链,管理供应商关系与成本控制。机械制造与供应链背景,具体履历尽调时提供。

Co-founder who jointly invested ¥1M to launch the company. Leads subcontracting framework and procurement, with direct Chinese industrial supply chain access. Mechanical manufacturing and supply chain background; detailed CV at due diligence.

CHIEF STRUCTURAL & INTEGRATION ENGINEER
Chen Chao
陈超
Former Philips Medical RoboticsMechanical StructureSystem Integration

前飞利浦医疗机器人,机械结构与系统集成背景。负责整机结构设计、底盘平台工程化及关键模块集成,主导样机从图纸到实物的完整转化过程。

Former Philips Medical Robotics. Leads structural design, chassis engineering, and module integration — driving the complete prototype journey from drawing to physical build.

INDUSTRY ADVISOR · SUPPLY CHAIN
Yang Guanghua
杨光华
Tsinghua Embodied AI Assoc. VPRobotics Supply Chain

清华具身智能产业协会副会长。全产业链核心供应商直连,加速样机到量产的产业化路径。顾问角色,具体参与深度与权益结构于尽调阶段说明。

VP of Tsinghua Embodied AI Industry Association. Direct relationships with core suppliers across sensors, actuators, and chassis components. Advisor role; engagement depth and equity arrangements disclosed at due diligence.

PARTNER · MARKET & COMMERCIALIZATION
Zhen Wensheng
甄文胜
B2B SalesRobotics IndustryEnterprise Procurement

前机器人行业头部企业市场负责人(具体公司及任职期间尽调提供),丰富To B大客户项目落地经验。负责客户验证与试点推进,深度理解北美 B2B 采购语言与决策流程。

Former market lead at a leading robotics company (specific company and tenure disclosed at due diligence), with extensive B2B enterprise delivery experience. Leads customer validation and pilot advancement.

⚠ TEAM GAP · ACTIVELY ADDRESSING

当前团队尚无专职CTO。自主导航、嵌入式控制、功能安全三个方向目前通过外部算法顾问覆盖(含于¥35万软件预算)。Angel阶段计划正式招募全职技术负责人,或以核心算法顾问有限股权方式解决。主动披露,不回避。

No dedicated CTO currently. Autonomous navigation, embedded control, and functional safety covered through external algorithm advisors (budgeted in ¥350K SW line). Plan to recruit a full-time technical lead during the Angel stage, or bring on algorithm advisor as equity partner. Disclosed directly — no evasion.

11

资金路径 · 本轮交付物

CAPITAL PATH & DELIVERABLES

ANGEL → PRE-A → A → SCALE
NEXT ANGEL · POST-BETA
试生产 + 客户验证
Trial Production + Customer Validation
¥800万(目标)
  • Beta 验收后首批试制
  • Post-Beta trial production
  • 北美客户试点与冬季场景数据
  • North American pilot & winter data
  • 认证、保险与安全准入启动
  • Certification, insurance & safety entry
  • 小批试制 BOM 冻结
  • Pilot BOM freeze
  • 首批 LOI 推进
  • First LOIs advanced
冬季验证 · WINTER
真实雪场 + LOI转合同
Field Validation + Contracts
自持运营Self-funded
  • 真实客户场地演示视频
  • Real customer site demo
  • LOI 转正式服务合同
  • LOI-to-signed contracts
  • 运行数据与可靠性报告
  • Ops data & reliability report
Pre-A
工程稳定 + 商业闭环
Engineering Stable + Revenue
¥1,500–3,000万
  • 量产 BOM 确认
  • Production BOM confirmed
  • 首批付费服务合同
  • First paid contracts
  • 专职CTO招募完成
  • Full-time CTO recruited
  • 北美/欧洲合规认证启动
  • NA/EU cert. started
规模化 · SCALESCALE
平台化 · 多场景
Platform · Multi-Scene
A轮 / 战略融资Round A / Strategic
  • 北美 / 欧洲部署
  • NA / Europe deploy
  • 除草 / 巡检 / 安防
  • Mowing / inspection / security
  • 工业自治平台
  • Industrial autonomy platform
D01
雪地测试视频
Snow-Field Test Video

夜间+低温+积雪,有时间戳

Night + cold + real snow, timestamped

D02
Alpha/Beta 实体样机
Alpha/Beta Prototype

可运行 · 可作业 · 可演示

Operational, task-capable, demo-ready

D03
认证、保险与安全准入启动
Autonomy Demo

Teach & Repeat + 远程接管

Teach & Repeat + remote takeover

D04
小批试制 BOM 冻结
Initial Production BOM

Pre-A 投资人的核心工程证明

Core engineering proof for Pre-A

目标融资TARGET RAISE¥800万最低¥600万 · 上限¥1,000万Min CNY 6M · Cap CNY 10M
投前估值PRE-MONEY¥4,500万目标约15.1% · 区间11.8–18.2%(按交割金额)15.1% target · 11.8–18.2% range by close amount
项目早期投入EARLY CAPITAL DEPLOYED¥100万已实际支出Already expended

估值逻辑:Pre-money ¥4,500万不是对 Alpha 或未完成 Beta 的定价,而是对Beta 已验收、能够进入试生产与客户现场的下一工程状态的计划定价。Angel 资本把“可运行的 Beta”转化为小批试制、北美现场数据、认证保险路径、首批 LOI/付费试点与可重复交付能力。该估值目标以 Beta 验收为前置条件,不构成估值或收益保证。

Valuation logic: CNY 45M pre-money is not a price for Alpha or an unfinished Beta. It is the planned price of the next engineering state: Beta accepted and ready to enter trial production and customer environments. Angel capital converts a working Beta into a small batch, North American field data, certification/insurance pathways, first LOIs or paid pilots and repeatable delivery capability. The valuation target is conditional on Beta acceptance and is not a valuation or return guarantee.

为什么是 ARCBOS

WHY ARCBOS

4 STRUCTURAL ADVANTAGES

01 · SUPPLY CHAIN

中国工业供应链直采

China Industrial Supply Chain

联合创始人龚继锋直连中国机器人产业链,目标 COGS US$25–35K,远低于北美组装竞争对手

Co-founder Gong Jifeng has direct Chinese robotics supply chain access. Target COGS US$25–35K — structurally below NA-assembled competitors

02 · DISTRIBUTION

创始人10年北美直达渠道

Founder's 10yr NA Direct Network

龚铁靖在 PepsiCo · Shell · B&V · CBRE · Colliers 建立的直接设施决策人网络——不是渠道合作协议,是实名人脉

Gong Tiejing's personal relationships with facility decision-makers at PepsiCo, Shell, B&V, CBRE, Colliers clients — not channel agreements, named contacts

03 · WEDGE

关键区域切入,不争全园区

Mission-Critical Zone Wedge

首战:入口 · 装卸区 · 应急通道。固定路线 + 夜间无人 + 可审计记录。比Snowbotix低30–40%的基础合同门槛

First target: entry points, loading docks, emergency routes. Fixed routes + unmanned night ops + auditable records. Base contract 30–40% below Snowbotix comparable tier

04 · DATA LOOP

冬季数据资产先发优势

Winter Data Asset First-Mover

2026–27冬季的真实极寒数据是竞争壁垒——每个后来者都需要等一个冬季,而ARCBOS正在用本轮资金直接换取这个时间窗口

2026–27 winter real-world extreme-cold data is a competitive barrier. Every follower must wait for a winter. ARCBOS is using this round to directly acquire that time window

2026–27冬季窗口 · 现在就是时机THE 2026–27 WINTER WINDOW · NOW IS THE MOMENT

深度尽调 · 阅读完整商业计划

DUE DILIGENCE · VIEW FULL BUSINESS PLAN

完整版含产品规格、安全合规路径、5年财务模型、股权结构与客户访谈摘要

Full BP includes product specs, safety & compliance roadmap, 5-year financial model, cap table, and customer discovery summary

完整版 BP →View Full BP → SnowBot 项目介绍 →SnowBot Project →

龚铁靖 · Gong Tiejing · Founder / CEO · info@arcbos.com  · arcbos.com