2月16日，在今晚的中央广播电视总台《2026年春节联欢晚会》上，宇树科技参演《武BOT》武术节 目，松延动力参演《奶奶的最爱》小品，魔法原子参演《智造未来》歌曲，银河通用参演《我最难忘的 今宵》贺岁微电影。 2026年马年春晚，各大具身智能机器人厂商"扎堆登上春晚"。 （文章来源：21世纪经济报道） ...

据此前报道，1月26日，宇树科技官宣成春晚机器人合作伙伴。宇树科技表示："我们荣幸宣布，宇树科 技成为'中央广播电视总台2026年春晚机器人合作伙伴'，这是宇树第三度与春晚结缘。从2021年牛年春 晚机器牛'犇犇'的初次亮相，到去年由张艺谋导演执导的人形机器人《秧BOT》的'现象级'破圈，2026 年我们将再度携手总台，奉献一场引领全球科技进步的除夕盛宴。" （文章来源：21世纪经济报道） 2月16日晚，在今晚的中央广播电视总台《2026年春节联欢晚会》上，宇树科技携手河南塔沟武术学校 带来武术节目《武BOT》。 ...

从腾空而起的后空翻，到招式凌厉的舞剑，2026年除夕，宇树机器人在万众瞩目下以一整套行云流水的高难度功夫动作惊艳亮 相。 去年宇树机器人在央视春晚扭秧歌火出圈后，宇树迎来了新一轮的资本热涌和估值提升。2025年6月，公司完成C轮融资交割， 由中国移动旗下基金、腾讯、阿里、蚂蚁、吉利等产业资本联合领投，投后估值达120亿元，较B轮约十亿元的估值实现十倍增 长。2025年11月中旬，宇树科技已完成IPO辅导工作。宇树的估值暴涨与资本涌入，印证了春晚这个"超级路演场"的强大信用背 书与资本催化能力。 春晚超级路演场 作为超级流量入口，春晚机器人大比拼背后，是资本市场观察产业趋势的重要风向标。 今年登上春晚舞台的四家机器人企业都处在资本化的关键节点。分析四家企业的股权结构可以发现，他们已经完成多轮融资、 正处在从技术验证走向产业化的阶段性企业。 三届春晚"元老"宇树科技，早在2021年春晚后就启动A、B轮融资，吸引了包括中国互联网投资基金、深创投、顺为资本在内的 机构参与。 而就在去年春晚，它们因扭秧歌而红遍全国，短短一年，这些钢铁之躯竟已化身真正的"武林高手"，与人类共同演绎一场跨越 物种的人机共舞武林梦。 除了宇 ...

21世纪经济报道记者陈归辞 自去年蛇年央视春晚，宇树科技机器人凭借一把扭秧歌一炮走红后，今年春晚已然成为机器人厂商的营销秀场。 经过一年，行业正快速演进至量产与规模化商用的关键拐点，多家企业进入IPO冲刺阶段，卡位战气氛日益浓烈。 宇树科技、魔法原子、银河通用、松延动力四家机器人企业齐登马年央视春晚，其中半数来自长三角。有媒体消息称，为了拿 下合作，各家不惜砸下重金。 作为参照，国内头部人形机器人企业年营收多在数亿元至十亿元级别。据咨询机构IDC统计，2025年全球人形机器人销售额约 4.4亿美元（约30.4亿人民币）。对于这些企业而言，这笔营销投入绝非小数目。 四家机器人厂商分别是何方神圣？为何豪掷重金上春晚？ 哪四家机器人厂商登台？ 除了宇树科技已是三度登上春晚的"元老"外，魔法原子、银河通用、松延动力三家企业均为第一次登上春晚。 宇树科技成立于2016年8月，专注于消费级、行业级高性能通用足式/人形机器人及灵巧机械臂的自主研发、生产和销售，由王 兴兴创立。2024年其营收已超10亿元，2025全年人形机器人出货量超5500台、本体量产下线超6500台。宇树科技已于2025年11 月完成A股IPO辅导工作 ...

备受市场关注的国投瑞银白银LOF估值调整事件迎来关键转折。 2月15日晚间，国投瑞银基金管理有限公司发布关于白银基金相关方案的公告，宣布将对受估值调整影响的自然人投资者进行分 层补偿。 这是公募基金行业首次在估值调整合法合规的前提下，主动推出补偿方案，被市场人士称为"跨越免责区"的历史性案例。 分层补偿方案 根据公告，此次补偿方案的适用范围为以2026年2月2日净值确认赎回的自然人投资者（含2026年1月30日15点之后至2月2日15点 之前提交赎回申请），机构投资者不在补偿范围内。 方案采取分层补偿机制： 第一层级：对估值调整影响金额（由-17%调至-31.5%的差额部分）在1000元以下的自然人投资者，按实际影响金额全额补偿。 据悉，投资者使用不同银行的补偿款到账日期或有差异，但总体在10个工作日左右可以收到补偿款项。 对此，有业内人士测算，这部分投资者占当日赎回自然人投资者的比例超过九成。按照接近监管层人士透露，具体比例为 92.4%。 第二层级：对估值调整影响金额超过1000元（含）的自然人投资者，补偿金额由两部分构成：1000元基础全额补偿，加上超出 1000元部分乘以一定比例确定最终和解金额。 针 ...

Core Insights - The Chinese automotive market is experiencing a surge in consumer interest, particularly in the lower-tier cities, driven by the new "national subsidy" policy and the traditional peak consumption period around the Spring Festival [1][2] - The shift of automotive dealerships from suburban areas to shopping malls indicates increasing competition and a strategic move to capture consumer attention [1] - Price remains a decisive factor for consumers in third and fourth-tier cities, with brands like Extreme Fox and Li Auto focusing on affordable models and attractive promotional offers [2] Automotive Market Trends - The demand for electric vehicles (EVs) is rising in rural areas, with a notable increase in the ownership of brands like BYD and Wuling [3][4] - The sales volume of EVs in rural markets is growing faster than in urban areas, with projections indicating a significant increase in total sales from 397,000 units in 2020 to nearly 7.6 million units by 2024 [4] - The Chinese government is supporting the rural market for EVs through policies that promote the integration of EVs with other consumer goods, aiming to boost rural consumption [4] Charging Infrastructure Development - The construction of charging facilities is on a rapid growth trajectory, with a projected total of 20.09 million charging points by the end of 2025, marking a 49.7% year-on-year increase [5] - The government of Henan province plans to build 29,000 new public charging points by 2025, significantly alleviating range anxiety for EV owners [5] - The development of charging infrastructure is crucial for enhancing the convenience of EV ownership, particularly in rural areas where consumers express a preference for electric vehicles if charging facilities are adequate [4][5]

骨科医生李志疆，难得高调一回。 2月上旬，他签发公告宣布，其骨科髋关节手术导航系统设备，已中标浙大医学院附属第一医院，进入国内顶尖的三甲医院。 同时，李志疆公布2024年12月以来的6个中标项目，涵盖北京大学第三医院等知名机构，其过往较少主动披露业务进展。 | | 中標結果 / | | | --- | --- | --- | | 招標者 | 簽約日期 | 中標公告價格 | | | | (人民幣元) | | · 山東省立醫院 | 2024年12月 | 446萬(附註) | | · 青島市中醫醫院(市海慈醫院) | 2025年08月 | 680萬 | | · 北京大學第三醫院 | 2025年11月 | 830萬 | | · 北京某著名大型三級甲等醫院 | 2026年01月 | 未公佈 | | · 浙江大學醫學院附屬第一醫院 | 2026年01月 | 398萬 | | · 山東某醫院 | 2026年01月 | 未公佈 | 李是骨科医生出身，2003年创办爱康医疗，一路缔造国内人工关节领域的领军企业，至2月16日市值逼近70亿港元。 据称，平均每两分钟，就有一例爱康假体被植入。 李志疆已不满足在关节耗材的突破，其正大 ...

Group 1 - The program list for the 2026 Spring Festival Gala has been officially released by the Central Radio and Television Station [1] - The gala will feature performances from various artists across multiple locations, including Harbin, Yiwu, Hefei, and Yibin [4][5][6][7][8][9][10] - Over 20 partners have been announced for the gala, covering various sectors such as smart mobility, artificial intelligence, and consumer goods [10] Group 2 - Eight of the announced partners are publicly listed companies, including Wuliangye (000858), Yanghe (002304), and Great Wall Motors (601633) [10] - The gala has strategic partnerships with companies in smart technology, consumer electronics, and AI, such as Huawei and Magic Atom [11][12] - The event will also feature exclusive collaborations with new media platforms like Bilibili and Douyin [12]

Core Insights - The Chinese automotive market is experiencing a surge in consumer interest, particularly in the context of the Spring Festival and the implementation of new national subsidy policies for electric vehicles [1][5][9] - There is a notable shift in the location of car dealerships, with brands moving into shopping malls to enhance visibility and compete more effectively for consumer attention [3][4] - The acceptance of electric vehicles (EVs) is increasing in rural areas, driven by government initiatives and the growing availability of charging infrastructure [7][8][9] Group 1: Market Trends - The implementation of the new national subsidy policy has led to increased foot traffic and sales in car dealerships, especially for models priced between 60,000 to 100,000 yuan [1] - The competition among automotive brands is intensifying, with companies like Li Auto and BYD adopting innovative marketing strategies, including the use of social media to reach younger consumers [3][4] - The demand for electric vehicles is rising, particularly in lower-tier cities, as evidenced by the increasing presence of brands like BYD and Wuling in these markets [7][9] Group 2: Consumer Behavior - Price remains a decisive factor for consumers in third and fourth-tier cities, with dealerships focusing on highlighting discounts and pricing to attract buyers [3][5] - There is a growing trend of consumers upgrading to electric vehicles, with many expressing interest in models that offer spacious interiors and advanced features [5][8] - Concerns about charging infrastructure persist, with consumers indicating a preference for electric vehicles if charging facilities are adequate; otherwise, they may opt for hybrid models [8] Group 3: Infrastructure Development - The construction of charging facilities is accelerating, with projections indicating that by the end of 2025, there will be approximately 20.09 million charging points in China, marking a 49.7% year-on-year increase [8][9] - The government of Henan province plans to build 29,000 new public charging stations by 2025, significantly exceeding its annual target and addressing range anxiety for EV owners [9] - The market for electric vehicles in rural areas is expected to grow substantially, with predictions indicating that by 2030, the number of vehicles per thousand people in rural regions could reach 160, resulting in a market size of approximately 500 billion yuan [7][9]

Group 1 - The Chinese automotive market is experiencing a surge in consumer interest, particularly in the lower price range of 60,000 to 100,000 yuan, driven by the continuation of the "National Subsidy" policy and the traditional peak consumption period around the Spring Festival [1][2] - The competition among automotive brands is intensifying, with many companies relocating their dealerships to high-traffic areas such as shopping malls to capture consumer attention and enhance brand visibility [2][3] - Price remains a decisive factor for consumers in third- and fourth-tier cities, leading brands to emphasize pricing and promotional offers in their marketing strategies [2][3] Group 2 - The acceptance of electric vehicles (EVs) is increasing in rural areas, with a notable rise in the number of brands like BYD and Wuling appearing on the streets, indicating a growing market for EVs outside urban centers [6][7] - The sales of new energy vehicles (NEVs) in rural areas are projected to grow significantly, with total sales expected to rise from 397,000 units in 2020 to nearly 7.6 million units by 2024, outpacing urban market growth [7] - The construction of charging infrastructure is crucial for the adoption of EVs, with a projected total of 20.09 million charging points by the end of 2025, reflecting a 49.7% year-on-year increase [8][9]