据报道,在北京市的要求下,Meta正着手取消一项价值20亿美元的Manus交易。

qimuai 发布于 阅读:27 一手编译

据报道,在北京市的要求下,Meta正着手取消一项价值20亿美元的Manus交易。

内容来源:https://techcrunch.com/2026/06/13/meta-reportedly-moves-to-unwind-2b-manus-deal-after-beijings-demand/

内容总结:

Meta剥离Manus交易:北京下令后启动全面切割,中国AI监管持续收紧

据外媒报道,Meta已正式开始拆解其20亿美元收购中国背景AI初创公司Manus的交易,完成了与该公司的运营分离,并停止了两者之间的数据共享。这是自约两个月前北京以国家安全为由下达剥离令以来,Meta采取的“最具体”合规举措。

报道称,Meta已切断Manus对其内部系统的访问权限,禁止员工在内部项目中继续使用Manus工具,双方正走向彻底“分手”。与此同时,Manus的联合创始人已就筹集约10亿美元外部资金展开初步讨论,意图从Meta手中购回公司。此举可能为组建中国合资企业结构铺平道路,并最终实现在香港上市——今年以来,已有MiniMax、智谱等多家中国AI初创公司在该市场完成上市。

这场曾被视为中国AI领域“标志性退出”的交易正迅速瓦解。分析指出,此举凸显了北京方面对于掌控战略敏感技术的坚定决心,无论企业是否在海外注册。除强制剥离外,中国官方近期还扩大了针对私立机构研究人员及高管的出境限制,要求其出国前获得政府批准。同时,中国正进一步收紧对外资的管控,据报道,包括月之暗面、阶跃星辰、字节跳动在内的顶级AI企业,在接受美国投资前也需获得政府审批,为北京全面管控AI领域再添一道屏障。

尽管面临剥离,Manus仍在持续推出新功能,近期已上线与Similarweb及Shopify的集成服务。今年5月,Manus因一段病毒式传播的AI代理演示引发广泛关注,随后于2025年中将员工迁至新加坡,并于12月宣布被Meta以20亿美元收购。中国监管机构今年早些时候对该交易启动审查,称其涉嫌违反技术出口管制和外商投资规定。

据《华尔街日报》报道,包括加州风投公司Benchmark在内的Manus投资者已收到交易款项,而腾讯、红杉资本中国基金及真格基金等亚洲资方则表示将配合“拆解”流程。Manus及其母公司Butterfly Effect的中国背景曾在太平洋两岸引发关注,美国参议员约翰·科宁曾公开质疑美国资本是否应流向与中国有关的企业。截至发稿,Meta与Manus均未回应置评请求。

中文翻译:

Meta已开始拆解其20亿美元收购Manus的交易,完成与这家中国创始的人工智能初创公司的运营分离,并停止两家公司之间的数据共享。这是迄今为止为遵守北京方面约两个月前以国家安全为由发布的剥离令所采取的最具体举措。
据彭博社报道,Meta已将Manus从其内部系统中切断,禁止员工在为内部项目使用Manus工具,两家公司正走向彻底分离。
与此同时,根据5月报道,Manus的联合创始人已就向外部投资者筹集约10亿美元以从Meta手中收回这家初创公司进行了初步讨论,此举可能为建立中国合资企业结构铺平道路,并最终在香港上市。今年,香港已成为MiniMax和智谱等中国AI初创公司上市的热门地点。
原本被视作中国AI行业标志性退出的交易正在迅速瓦解。此举凸显了北京方面保留对战略敏感技术控制权的决心,无论一家公司的注册地是否在海外。
除强制剥离外,中国当局此后还将旅行限制扩大至私营企业的研究人员和高管,要求他们在出国前获得政府批准。中国还在收紧对外国资本的管控。据报道,包括月之暗面、阶跃星辰和字节跳动在内的顶级AI公司将需要政府批准才能接受美国投资,这为北京方面全面控制AI行业的努力增添了又一层措施。
即便Meta正着手与Manus切断联系,这家代理型AI初创公司仍在持续推出新功能,发布了与Similarweb和Shopify的集成。
Manus曾因一段爆火的AI代理演示视频引发广泛关注。2025年中,该公司将员工迁至新加坡,随后于12月宣布被Meta以20亿美元收购。中国监管机构今年早些时候开始审查该交易,理由是可能违反技术出口管制和外国投资规定。
据《华尔街日报》报道,包括加州风投公司Benchmark在内的Manus投资者已收到收购所得收益,而腾讯、红杉中国和真格基金等亚洲投资方则表示将配合剥离流程。
Manus的中国背景及其母公司蝴蝶效应引起了太平洋两岸的关注,参议员约翰·科宁质疑美国资本是否应流向一家与中国有关联的公司。
Meta和Manus未在正常工作时间内立即回应置评请求。

英文来源:

Meta has begun dismantling its $2 billion acquisition of Manus, completing an operational separation from the Chinese-founded AI startup and halting data sharing between the two companies. This is the most concrete step yet toward complying with a divestiture order Beijing issued roughly two months ago on national security grounds.
Meta has cut Manus off from its internal systems, Bloomberg reported, preventing employees from using Manus tools for internal projects as the two companies move toward a full separation.
Meanwhile, according to May reports, the co-founders of Manus have held preliminary discussions about raising approximately $1 billion from outside investors to reclaim the startup from Meta, a move that could pave the way for a Chinese joint venture structure and an eventual listing in Hong Kong, a venue that has seen a surge in AI listings this year for Chinese AI startups like MiniMax and Zhipu.
What was supposed to be a landmark exit for Chinese AI is quickly unraveling. The move underscores Beijing’s determination to retain control over strategically sensitive technology, regardless of a company’s offshore incorporation.
In addition to the forced divestiture, Chinese authorities have since expanded travel restrictions to researchers and executives at private firms, requiring government approval before heading abroad. China is also tightening its grip on foreign capital, with reports indicating that top AI firms, including Moonshot AI, StepFun, and ByteDance, will need government sign-off before accepting U.S. investment, adding another layer to Beijing’s sweeping effort to control its AI sector.
Even as Meta moves to sever ties with Manus, the agentic AI startup has continued to ship new features, rolling out integrations with Similarweb and Shopify.
Manus drew widespread attention with a viral agent demo relocated its staff to Singapore in mid-2025 before announcing a $2 billion acquisition by Meta in December. Chinese regulators moved to scrutinize the transaction earlier this year, citing potential violations of technology export controls and foreign investment rules.
Manus investors, including California-based venture firm Benchmark, have already received their proceeds from the acquisition, while Asian backers, including Tencent, HSG, and ZhenFund, have indicated they will cooperate with the unwinding process, according to the WSJ.
Manus’ Chinese origins with parent company Butterfly Effect drew scrutiny on both sides of the Pacific, with Senator John Cornyn questioning whether American capital should flow to a Chinese-linked firm.
Meta and Manus did not immediately respond to a request for comment outside regular business hours.

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