影智XBOT发布自营咖啡品牌，用一杯咖啡验证具身智能商业化“最后一公里”Yingzhi XBOT launches its own coffee brand, using a cup of coffee to verify its intelligent commercialization of the "last mile"
6月30日，影智XBOT“2026 XBOT通用餐饮具身机器人发布会”在北京举行。在首发XOS 3.0具身操作系统与三款全新餐饮机器人之外，影智XBOT正式推出自营连锁咖啡品牌XBOT COFFEE与首家旗舰体验店XBOT Lab。
不同于传统咖啡品牌的扩张逻辑，XBOT COFFEE从诞生起便承载着双重身份：既是影智XBOT咖啡机器人技术的终端消费场景，更是具身智能从技术参数走向真实商业、完成闭环验证的“最后一公里”。
从技术到终端：躬身入局打造咖啡新品牌
作为影智XBOT沉淀四年咖啡机器人技术的C端成果，XBOT COFFEE的亮相标志着其从设备供应商向消费场景运营商的身份延伸。
XBOT COFFEE的首家旗舰体验店XBOT Lab，定位为一家具有“人机协作”特色的实验门店。这里的“人机协作”，是机器人与人类店员各司其职、协同运营：六轴双臂协作机器人负责稳定出品与门店运转，以工业级精度完成萃取、打奶、印花等工序，并承担饮品管理与运营规划，把标准化、重复性的工作做到“万杯如一”，这正是XOS 3.0“一脑多形”理念在真实门店的具体应用；人类店员则专注于产品打包、补料运营与日常维护等协作环节，把更多精力投入到与顾客的情感互动中。机器负责“稳定与高效”，人负责“温度与灵活”，消费者由此既能完整体验从点单、智能制作到取餐的全流程，又能将每一杯AI印花咖啡变成可分享的社交载体——在提升消费者情绪体验价值的同时，也显著优化了门店运营效率、提升了坪效比。
试营业期间，XBOT Lab已实现单日出品破1000杯，充分验证了机器人制餐模式在高客流场景下的承载能力与运营稳定性。影智XBOT 首席设计官姜浩认为，“这一定不是峰值，而是新标准、新业态的开始。”
支撑XBOT COFFEE完成商业实践的是影智XBOT全栈技术体系。本次发布会上首发的XOS 3.0具身操作系统，以“一脑多形”架构实现统一大脑驱动多形态机器人，为门店规模化复制提供系统底座；XBOT 咖啡机器人C3、XBOT 冰淇淋机器人I3、XBOT 通用餐饮人形机器人X1等硬件，以极小占地、高效出杯等优势，成为标准化门店的核心载体。从底层系统到终端硬件再到前端品牌，影智XBOT完成了技术向消费场景的完整落地。
自2022年聚焦咖啡机器人赛道以来，影智XBOT已进行多款产品迭代升级，全球落地超1000台设备，稳定出品超400万杯精品咖啡。之所以选择在2026年推出自营连锁咖啡品牌，也并非跨界试水，而是行业痛点、用户变迁与产业发展共同驱动的必然结果。
一方面，近年来传统精品咖啡品牌接连遭遇困境，如Tims因亏损换帅、Seesaw破产清算，根源在于重资产大店模式带来的高房租、高人力成本，以及依赖人工导致的品质标准化难题。
但与此同时，消费者对精品咖啡的需求一直都在。公开数据显示，中国咖啡产业规模在2025年已达3549亿元，2026年预计增长16%突破4000亿元。咖啡的价值锚点正在从“空间与品牌溢价”向“品质、效率与情绪价值”迁移。XBOT COFFEE以机器人制餐为核心，用轻量化门店模型降低运营成本，用标准化制餐保证出品一致性，精准回应了行业两大核心痛点。
另一方面，当下消费者喝咖啡不再仅为提神，状态切换、审美认同、情绪价值与生活方式属性正成为消费决策的关键因素。但传统咖啡门店要么困于效率无法提供个性化体验，要么重资产运营难以承载多元情绪价值。
XBOT COFFEE以“好喝+好玩”为核心，在稳定出品基础上叠加AI交互、定制化内容与IP化运营，恰好契合了新一代消费者的复合需求。
更深层的原因在于，具身智能产业正处于从“技术验证”到“规模商用”的临界点，真实商业场景是跨越落地“最后一公里”的关键。长期以来，餐饮机器人行业普遍存在“重硬件、轻场景”的问题，不少产品仅能完成实验室演示，无法在真实经营中跑通盈利模型。
影智XBOT选择自营咖啡门店，就是将技术放入真实消费的“考场”，在日常运营中打磨产品、验证模式，最终形成可复制的商业模式。因此，XBOT COFFEE的推出，是影智XBOT的技术能力向消费端延伸的关键一步。
正如姜浩所强调的：开店不是概念的空谈，而是落地的实干，只有用户真正站到机器人面前完成全流程体验，技术的价值才能被真实感知。
不止于咖啡：XBOT Lab(实验店)背后的产业价值
XBOT COFFEE的品牌主张可以概括为“爱咖啡，有玩味”。在影智XBOT看来，一杯精品咖啡，除了好喝之外，还要在这个时代与用户建立更长期、更深入的关系。对一杯好咖啡的坚持，是把咖啡做得足够“好喝”，把体验做得足够“好玩”。
“好喝”的背后，是影智XBOT搭建的三层能力体系。第一层是优质原料基础，甄选精品咖啡豆与高品质奶源，顺应健康化消费趋势，从源头奠定口感基础。
第二层是稳定出品能力，依托视觉仿真训练、生成式动作规划、力位混合控制算法三大核心技术，实现毫米级动作复刻与精准参数控制，做到“万杯如一”。真实门店测试数据显示，XBOT咖啡机器人曾实现43天累计出品5000杯、用户复购率达75%的运营成绩，将“好喝”从偶然的惊艳，转化为长期的稳定。
第三层是个性化定制能力，系统能记住用户偏好，低因、醇厚、酸感等个性化需求下次直接复刻，可自动成为私人定制默认款。
“好喝”是基础，而“好玩”是XBOT COFFEE的基因。影智XBOT认为，好玩不是花哨的噱头，而是一种恰到好处的体验设计，既有参与感，但又不会被打扰。
极具代表性的创新是AI印花咖啡，支持用户自定义上传人像、宠物、节日元素等图案直接印在咖啡上，让咖啡在入口前就成为值得记录分享的内容载体。这种“产品即流量”的设计会激发情绪与分享欲，使每一杯咖啡都自带社交传播属性，让用户反复为“不一样”买单。
在交互层面，XBOT 爱宝店长实现对顾客的全流程主动陪伴，能记忆用户口味偏好、精准荐品，并解答各类咖啡相关疑问等。爱宝店长系列推出“董小婉”“鸭历山大”“大橘为重”等多元形象，不同性格与沟通方式的AI店长可为用户提供更自然、有温度及有情绪价值的陪伴感。同时，制餐每个关键节点同步语音播报，将“等待时间”转化为“品牌体验时间”。传统无人设备常见的“冷漠的机器”“等待的焦虑”“千篇一律的界面”三大缺陷，在这里被一一打破。
此外，IP化运营也是XBOT COFFEE的特色。名为“摸鱼仔”的章鱼IP，既是影智XBOT“一脑多形”技术理念的具象表达，也承载了当代年轻人对抗高压的松弛态度。它不是鼓励偷懒，而是允许自己短暂放空，主动调节生活节奏；它不止是可爱公仔，更是一名专业的咖啡师和一位“躺平哲学家”。
XBOT COFFEE还推出“摸鱼仔”系列“咖言啡语”与毛绒公仔等周边产品，用咖啡语境解读生活状态，成为连接品牌与用户情绪的桥梁。从今天开始，这只“摸鱼仔”将陪着每一个在时代洪流中想偶尔喘口气的人，一起蓄力再出发。
整体来看，XBOT COFFEE不是单纯的连锁咖啡品牌，而是影智XBOT验证具身智能商业化模型的“试验田”与“样板间”，其产业价值远超咖啡售卖本身。
长期以来，餐饮零售机器人行业缺乏可复用的完整商业解决方案。过去多数设备厂商仅负责硬件交付，不提供选址、运营、引流等全链路支持，导致客户购置设备后难以跑通盈利模型。
影智XBOT通过自营门店，将选址、出品、引流、运维、数据闭环等所有经营环节全部跑通，形成可复制的单店盈利模型，再向客户输出一站式商业解决方案，让合作伙伴拿到的不是孤立的设备，而是一套可直接落地的经营系统。
对餐饮零售机器人行业来说，XBOT COFFEE提供了一套可参考的商业化范本，打破了“技术好看但不赚钱”的行业偏见，推动具身智能真正从展厅走向日常消费。同时，这种数字生产力驱动的门店模型，为餐饮行业降本增效、体验升级提供了新路径，验证了具身智能在消费场景的商业价值。
在规模化布局上，XBOT COFFEE规划2026年底落地3000家门店，长期目标为全国10万家。
结语
从四年前深耕咖啡机器人技术，到躬身入局打造自营咖啡品牌，影智XBOT正在用实干探索具身智能的落地路径。XBOT COFFEE不仅是一次跨界尝试，更是技术向场景的延伸、产业向消费的渗透。
影智XBOT以一杯咖啡为载体，让具身智能技术变成消费者可感知、可触摸的日常体验，也为行业提供了一套可复制、可验证的商业范式。随着门店持续落地与数据不断沉淀，这套数字生产力支撑的新消费模式，或将重新定义餐饮服务的形态，开启AI新消费时代的全新可能。
责任编辑：韩璐(EN053)
On June 30th, the "2026 XBOT General Catering Equipment Robot Launch Conference" of Yingzhi XBOT was held in Beijing. In addition to launching the XOS 3.0 embodied operating system and three new catering robots, Yingzhi XBOT has officially launched its self operated chain coffee brand XBOT COFFEE and its first flagship experience store XBOT Lab.
Different from the expansion logic of traditional coffee brands, XBOT COFFEE has carried a dual identity since its birth: it is not only the terminal consumption scenario of Yingzhi XBOT coffee robot technology, but also the "last mile" for embodied intelligence to move from technical parameters to real business and complete closed-loop verification.
From technology to terminal: Embracing the game to create a new coffee brand
As the C-end achievement of four years of coffee robot technology accumulation by Yingzhi XBOT, the debut of XBOT COFFEE marks its extension from an equipment supplier to a consumer scenario operator.
The first flagship experience store of XBOT COFFEE, XBOT Lab, is positioned as an experimental store with "human-machine collaboration" characteristics. The "human-machine collaboration" here refers to the coordinated operation of robots and human staff: the six axis dual arm collaborative robot is responsible for stable production and store operation, completing extraction, milk dispensing, printing and other processes with industrial grade precision, and undertaking beverage management and operation planning, achieving standardized and repetitive work to "ten thousand cups as one". This is the specific application of XOS 3.0's "one brain, multiple forms" concept in real stores; Human shop assistants focus on collaborative processes such as product packaging, replenishment operations, and daily maintenance, investing more energy into emotional interactions with customers. Machines are responsible for "stability and efficiency", while people are responsible for "temperature and flexibility". Consumers can not only fully experience the entire process from ordering, intelligent production to meal pickup, but also turn every cup of AI printed coffee into a shareable social medium - while enhancing the emotional experience value of consumers, it also significantly optimizes store operation efficiency and improves floor to ceiling efficiency.
During the trial operation period, XBOT Lab has achieved a daily production of over 1000 cups, fully verifying the carrying capacity and operational stability of the robot meal making mode in high customer flow scenarios. Jiang Hao, Chief Design Officer of Yingzhi XBOT, believes that "this is definitely not a peak, but the beginning of new standards and new formats
The support for XBOT COFFEE to complete commercial practice is the full stack technology system of Yingzhi XBOT. The XOS 3.0 embodied operating system, which was first released at this press conference, uses a "one brain multi form" architecture to achieve a unified brain driven multi form robot, providing a system base for large-scale replication of stores; XBOT coffee robot C3, XBOT ice cream robot I3, XBOT universal catering humanoid robot X1 and other hardware have become the core carriers of standardized stores with advantages such as minimal footprint and efficient cup dispensing. From the underlying system to the terminal hardware and then to the front-end brand, Yingzhi XBOT has completed the complete landing of technology in consumer scenarios.
Since focusing on the coffee robot track in 2022, Yingzhi XBOT has undergone multiple product iterations and upgrades, with over 1000 devices deployed globally and stable production of over 4 million cups of premium coffee. The reason for choosing to launch a self operated chain coffee brand in 2026 is not a cross-border trial, but an inevitable result driven by industry pain points, user changes, and industry development.
On the one hand, in recent years, traditional boutique coffee brands have encountered a series of difficulties, such as Tims changing its leadership due to losses and Seesaw bankruptcy liquidation, which are rooted in the high rent and labor costs brought by the heavy asset large store model, as well as the quality standardization problems caused by relying on labor.
However, at the same time, there has always been a demand from consumers for premium coffee. Public data shows that the scale of China's coffee industry has reached 354.9 billion yuan by 2025, and is expected to grow by 16% and exceed 400 billion yuan by 2026. The value anchor of coffee is shifting from "space and brand premium" to "quality, efficiency, and emotional value". XBOT COFFEE focuses on robot meal preparation, reduces operating costs with lightweight store models, and ensures consistency in production with standardized meal preparation, accurately responding to the two core pain points of the industry.
On the other hand, nowadays consumers no longer drink coffee just to refresh themselves. State switching, aesthetic identification, emotional value, and lifestyle attributes are becoming key factors in consumer decision-making. But traditional coffee shops are either trapped in efficiency and unable to provide personalized experiences, or heavy asset operations are difficult to carry diverse emotional values.
XBOT COFFEE takes "delicious and fun" as its core, and combines AI interaction, customized content, and IP operation on the basis of stable production, which perfectly meets the composite needs of the new generation of consumers.
The deeper reason is that the embodied intelligence industry is at a critical point from "technology verification" to "scale commercialization", and real business scenarios are the key to crossing the "last mile" of landing. For a long time, the catering robot industry has generally faced the problem of "heavy hardware, light scene", and many products can only complete laboratory demonstrations, unable to run profit models in real operations.
The choice of self operated coffee stores by Yingzhi XBOT is to put technology into the "test room" of real consumption, polish products and verify models in daily operations, and ultimately form a replicable business model. Therefore, the launch of XBOT COFFEE is a crucial step in extending the technological capabilities of Yingzhi XBOT to the consumer end.
As Jiang Hao emphasized, opening a store is not just a conceptual talk, but a practical implementation. Only when users truly stand in front of robots to complete the entire process experience, can the value of technology be truly perceived.
Beyond Coffee: The Industry Value Behind XBOT Lab
The brand proposition of XBOT COFFEE can be summarized as "love coffee, have fun". In the view of Yingzhi XBOT, a cup of premium coffee not only tastes good, but also needs to establish a longer-term and deeper relationship with users in this era. The persistence in making a good cup of coffee is to make it "delicious" enough and make the experience "fun" enough.
Behind 'delicious' is the three-layer capability system built by Yingzhi XBOT. The first layer is the foundation of high-quality raw materials, selecting premium coffee beans and high-quality milk sources, following the trend of healthy consumption, and laying the foundation of taste from the source.
The second layer is stable production capability, relying on three core technologies: visual simulation training, generative action planning, and force position hybrid control algorithm, to achieve millimeter level action replication and precise parameter control, achieving "ten thousand cups as one". Real store test data shows that XBOT coffee robots have achieved a cumulative production of 5000 cups in 43 days and a user repurchase rate of 75%, transforming "delicious" from accidental surprises to long-term stability.
The third layer is personalized customization capability, where the system can remember user preferences and provide personalized needs such as low cost, richness, and sourness. The next time, it can be directly replicated and automatically become the default for private customization.
'Good taste' is the foundation, while 'fun' is the gene of XBOT COFFEE. Yingzhi XBOT believes that fun is not a fancy gimmick, but a well-designed experience that is both engaging and undisturbed.
A highly representative innovation is AI printed coffee, which supports users to customize and upload images such as portraits, pets, holiday elements, etc. directly printed on the coffee, making the coffee a content carrier worth recording and sharing before entering. This "product as traffic" design will stimulate emotions and a desire to share, making every cup of coffee come with social communication attributes, allowing users to repeatedly pay for the "different".
At the interactive level, XBOT Aibao store managers actively accompany customers throughout the entire process, remember user taste preferences, accurately recommend products, and answer various coffee related questions. The AiBao store manager series has launched diverse images such as "Dong Xiaowan", "Yalishan Da", and "Da Ju Zhong". AI store managers with different personalities and communication styles can provide users with a more natural, warm, and emotionally valuable sense of companionship. At the same time, each key node in meal preparation is synchronized with voice broadcasting, converting "waiting time" into "brand experience time". The three major flaws of traditional unmanned devices, namely "cold machines," "waiting anxiety," and "monotonous interfaces," have been broken one by one here.
In addition, IP based operation is also a characteristic of XBOT COFFEE. The octopus IP named "Fishing Boy" is not only a concrete expression of the "One Brain, Multiple Forms" technology concept of Yingzhi XBOT, but also carries the relaxed attitude of contemporary young people in fighting against high pressure. It is not encouraging laziness, but allowing oneself to temporarily relax and actively adjust the pace of life; It is not just a cute doll, but also a professional barista and a 'reclining philosopher'.
XBOT COFFEE has also launched the "Fishing Boy" series, "Coffee Words and Words", and peripheral products such as plush toys, interpreting daily life in the context of coffee and becoming a bridge connecting brand and user emotions. Starting from today, this' slacker 'will accompany everyone who wants to catch their breath occasionally in the tide of the times, and gather strength together before setting off.
Overall, XBOT COFFEE is not just a simple chain coffee brand, but a "test field" and "model room" for the verification of embodied intelligent commercial models by Yingzhi XBOT. Its industrial value far exceeds that of coffee sales itself.
For a long time, the catering retail robot industry has lacked a reusable and complete commercial solution. In the past, most equipment manufacturers were only responsible for hardware delivery and did not provide full chain support such as site selection, operation, and traffic diversion, which made it difficult for customers to run profit models after purchasing equipment.
Through self operated stores, Yingzhi XBOT integrates all operational processes such as site selection, production, traffic diversion, operation and maintenance, and data closure, forming a replicable single store profit model. It then provides customers with a one-stop business solution, allowing partners to receive not isolated equipment but a set of operational systems that can be directly implemented.
For the catering retail robot industry, XBOT COFFEE provides a reference commercial template, breaking the industry bias of "technology looks good but doesn't make money", and promoting embodied intelligence to truly move from exhibition halls to daily consumption. At the same time, this digital productivity driven store model provides a new path for the catering industry to reduce costs, increase efficiency, and upgrade experiences, verifying the commercial value of embodied intelligence in consumer scenarios.
In terms of large-scale layout, XBOT COFFEE plans to establish 3000 stores by the end of 2026, with a long-term goal of 100000 nationwide.
Conclusion
From deeply cultivating coffee robot technology four years ago to actively building its own coffee brand, Yingzhi XBOT is exploring the implementation path of embodied intelligence through practical work. XBOT COFFEE is not only a cross-border attempt, but also an extension of technology to scenarios and a penetration of industry into consumption.
Yingzhi XBOT uses a cup of coffee as a carrier to turn embodied intelligent technology into a perceivable and touchable daily experience for consumers, and also provides a replicable and verifiable business paradigm for the industry. With the continuous landing of stores and the accumulation of data, this new consumption model supported by digital productivity may redefine the form of catering services and open up new possibilities for the AI new consumption era.
Responsible Editor: Han Lu (EN053)