@seclink: Question: How is Guanglun Intelligence valued? Valuation level: Latest valuation 2 billion USD (≈14.3–15 billion RMB), established by two rounds of financing totaling 2 billion RMB in May 2026 (led by Ant Group) and June (strategic round by Giant Interactive and others), making it the world's first embodied data unicorn. In media, '14.3 billion/15 billion/2 billion USD…'

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Guanglun Intelligence becomes the world's first embodied data unicorn with a valuation of 2 billion USD, using a valuation method based on future order expectations and sector benchmarking, rather than current financial indicators.

Question: How is Guanglun Intelligence valued? Valuation level: Latest valuation 2 billion USD (≈14.3–15 billion RMB), established by two rounds of financing totaling 2 billion RMB in May 2026 (led by Ant Group) and June (strategic round by Giant Interactive and others), making it the world's first embodied data unicorn. The difference in media between '14.3 billion/15 billion/2 billion USD' is merely due to rounding of exchange rates, essentially consistent. Valuation method: Not DCF or steady-state PS, but an expectation-based pricing of 'scarce infrastructure premium + sector space benchmarking (Scale AI/Qunhe/World Labs) + forward-looking orders and repurchase rates.' Based on confirmed revenue, the surface PS exceeds 100 times, but based on Q1 orders of 550 million annualized at about 6–7 times—the capital is betting on full-year order conversion in 2026 rather than current profits.
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Cached at: 08/18/26, 08:31 PM

Question: How is 光轮智能 (Guanglun Intelligence) Valued?

Valuation Level: Latest valuation is $2 billion (≈14.3–15 billion RMB). This was established by a combined 2 billion RMB in funding across two rounds in May 2026 (led by Ant Group) and June 2026 (a strategic round with Giant Network and others). This makes it the world’s first “embodied data unicorn.”

The variations of “14.3 billion / 15 billion / $2 billion” seen in media reports are merely due to rounding different exchange rates and refer to the same figure.

Valuation Method: It is not based on a DCF (Discounted Cash Flow) model or a steady-state PS (Price-to-Sales) ratio. Instead, the valuation uses a forward-looking pricing model based on:

  • A “scarce infrastructure” premium
  • Benchmarking against the total addressable market of peers (like Scale AI, 群核/Qunhui, World Labs)
  • Projecting future order volume and repurchase rates

On the surface, the PS ratio based on confirmed revenue exceeds 100x. However, when annualizing the Q1 order book of 550 million RMB, the ratio is approximately 6–7x. The capital is betting on the full-year conversion of 2026 orders, not on current profitability.

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