2026年上半年，中国新增67家独角兽，平均每三天一家。AI和机器人企业占新增数量一半以上，机器人独角兽总数（44家）首次超越电商（34家）。5家超级独角兽（估值超500亿美元）合计占总估值36%：字节跳动（6000亿）、蚂蚁集团（877亿）、SHEIN（660亿）、DeepSeek（615亿）、小红书（500亿）。产业叙事转向硬科技，先进制造业占比29.2%居首。北京（142家）、上海（98家）、深圳（61家）领先，杭州28家企业贡献2394亿美元估值，主要受DeepSeek拉动。
China added 67 new unicorns in the first half of 2026. That's roughly one every three days.
AI and robotics account for more than half of them. Robotics unicorns (44 total) have now overtaken e-commerce (34) in China's unicorn rankings for the first time.
The five super-unicorns above $50B: ByteDance ($600B), Ant Group ($87.7B), SHEIN ($66B), DeepSeek ($61.5B), and Xiaohongshu ($50B). Five companies. 36% of total valuation.
The narrative shift is real: from internet consumer plays to hard tech. According to IT Juzi's unicorn database, advanced manufacturing now leads all sectors at 29.2% of the total.
Geographically, Beijing (142), Shanghai (98), and Shenzhen (61) still dominate. But Hangzhou punches above its weight: 28 companies contributing $239.4 billion in valuation, largely on the back of DeepSeek.
来源：X.PIN · x.com