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.
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.
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.
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)
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
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
每站/年(USD)。现有人工外包 $40–60K/站/年
Per site/year (USD). Current outsourced: $40–60K/site/yr.
| 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 Cycle | 12hr overnight service window TARGET* |
| 除雪机构Snow Mech. | 前置旋转吹雪Front rotary snowblower |
| 自主导航Navigation | Teach & Repeat + Remote takeover |
| 传感器Sensors | IMU · GNSS · Camera · Ultrasonic |
| 防护等级Protection | IP65+ TARGET |
| 连接Connectivity | 4G/LTE · OTA · Remote monitoring |
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.
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.
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.
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.
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.
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.
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
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
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
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
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
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)
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
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
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
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.
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.
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.
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.
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.
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.
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 ¥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.
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.
¥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.
| 单台机器人 · 年度(USD)Per Robot · Annual (USD) | 估算Est. | |
|---|---|---|
| 量产目标 COGS | Target 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 |
| 年份Year | 付费站点Sites | 年度 ACVAnnual ACV |
|---|---|---|
| 第1年Y1 | 5–10 | $80–280K |
| 第2年Y2 | 25–40 | $400K–1.1M |
| 第3年Y3 | 80–120 | $1.3–3.4M |
| 第4年Y4 | 180–260 | $2.9–7.3M |
| 第5年Y5 | 300–500 | $4.8–14M |
| 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·RaaS | Commercial 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 |
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
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
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
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
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
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
| 阶段Stage | 数量Count | 定义与说明Definition | |
|---|---|---|---|
| 01 · REACH | 50+ | 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 · INTEREST | TBD | 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 · LOI | TBD | 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 · PAID | Y1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) |
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)
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
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)
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
首批付费合同(Pre-A阶段目标)
First paid contracts (Pre-A milestone target)
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.
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.
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.
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.
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.
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.
夜间+低温+积雪,有时间戳
Night + cold + real snow, timestamped
可运行 · 可作业 · 可演示
Operational, task-capable, demo-ready
Teach & Repeat + 远程接管
Teach & Repeat + remote takeover
Pre-A 投资人的核心工程证明
Core engineering proof for Pre-A
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.
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
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