Core Insights - The Spring Festival Gala on February 16 featured four robotics companies, including Yushu Technology and Songyan Power, marking a record for the most robotics companies showcased [1] - The performance of Yushu's "Wu BOT" in collaboration with Tagou Martial Arts School demonstrated significant advancements in robotic motion control, transitioning from laboratory experiments to market validation [1] - The commercialization of robotics is accelerating, driven by expectations of Tesla's mass production and increased shipments from domestic manufacturers, which is likely to enhance investment sentiment in the sector [1] Industry Focus - The Guozheng Robotics Industry Index focuses on humanoid robots and core components, with constituent stocks accounting for approximately 80%, leading other similar indices [1] - The Zhongzheng Sci-Tech Innovation and Entrepreneurship AI Index targets multiple segments of the AI industry chain, featuring a relatively balanced industry distribution, representing the "brain" of robotics [1]

Group 1 - The core theme of the news is the significant presence and performance of robotics companies at the CCTV Spring Festival Gala, showcasing advancements in robotics technology [1][6][10] - Magic Atom's humanoid robot, MagicBot Gen1, made its debut at the gala, while MagicBot Z1 performed impressive stunts [1] - The performance by Yushu Technology featured a creative martial arts program, demonstrating the synchronization of humanoid robots with martial arts students, highlighting the blend of traditional Chinese culture and modern technology [6][10] Group 2 - Four robotics companies, including Yushu Technology, Magic Atom, Galaxy General, and Songyan Power, participated in the Spring Festival Gala, with half of them coming from the Yangtze River Delta region [10] - There is a growing interest in robotics ETFs among investors, indicating a potential surge in the robotics sector following the gala [3][10] - The audience's reaction suggests a shift in perception towards the Spring Festival Gala, with increased engagement and interest in robotics performances compared to previous years [12]

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》。 ...

Core Insights - The year 2025 is anticipated to be the "mass production year" for humanoid robots, while 2026 is seen as a "critical period for commercialization" [1] - It is projected that out of over 150 humanoid robot companies in China, only 10-20 may survive, with some focusing on general platform routes and others on vertical application scenarios [1] Group 1: Industry Trends - The Spring Festival Gala is viewed as a significant platform for companies to showcase their technology and brand, with the 2025 event reaching an audience of 16.8 billion [1] - Companies are leveraging this high-visibility event for brand building and potential financing opportunities, which could alter the landscape of the embodied intelligence industry [1] Group 2: Company Highlights - Unitree Technology has gained national recognition through its participation in the Spring Festival Gala and has achieved significant milestones, including over 5,500 humanoid robots shipped in 2025 and a valuation exceeding 10 billion yuan [3] - Unitree's G1 robot became the first humanoid robot to perform a side flip, and its R1 model was listed among Time magazine's best inventions of 2025 [3] - Noetix Robotics, established in September 2023, has also partnered with the Spring Festival Gala and achieved over 2,500 orders in its first year, with a total contract value exceeding 10 million yuan [5] - MagicLab, founded in January 2024, aims to showcase diverse Chinese manufacturing capabilities and has developed various robotic products, including the MagicBot Z1, which focuses on emotional interaction [7] - Galbot, established in May 2023, is the first company to fully develop a "hundred billion dataset-embodied model-robot body" and has secured thousands of orders, showcasing its robots' capabilities in complex environments [9] - Galbot completed a financing round of over $300 million in December 2025, setting a record for single-round financing in embodied intelligence, with a post-investment valuation of approximately 20.7 billion yuan [10]

Core Viewpoint - The integration of traditional Chinese martial arts with robotics during the Spring Festival Gala showcases a blend of cultural heritage and modern technology, reflecting cultural confidence and innovation in China [1] Group 1: Cultural Significance - The performance featured students from the Henan Tagou Martial Arts School alongside robots, creating a visual spectacle that highlights the essence of traditional Chinese culture [1] - The event marks the 23rd consecutive appearance of the Tagou Martial Arts School at the Spring Festival Gala, establishing it as a symbol of martial arts heritage [1] - The collaboration between traditional martial arts and robotics represents a youthful reimagining of cultural IP, demonstrating that tradition and innovation can coexist harmoniously [1] Group 2: Technological Integration - The performance not only showcases martial arts but also emphasizes the strength of Chinese technology, with robots executing martial arts moves [1] - Multiple robotics companies have announced partnerships with the Spring Festival Gala, indicating the rapid development of "Chinese manufacturing" and the deep integration of culture and technology [1] - The Gala also featured other performances that incorporated robotics, illustrating the broader theme of cultural and technological fusion across various segments of the event [1]

2月16日，中央广播电视总台《2026年春节联欢晚会》与全球华人"大团聚"。蔡明时隔30年与"机器 人"续上前缘。蔡明在2026年央视春晚小品《奶奶的最爱》中，与机器人"松延动力"合作，时隔30年再 度与"机器人"主题结缘。 在小品《奶奶的最爱》中，不仅出现了4位机器人"孙子"，还有一位蔡明的仿生机器人亮相。 ...

Group 1 - The 2026 CCTV Spring Festival Gala was broadcasted on February 16 [1] - The topic "Sa Beining's eyebrows still resemble Crayon Shin-chan" trended on Weibo, with many netizens commenting on the thickness of his eyebrows [2] - Sa Beining previously claimed his eyebrows were natural during the last year's Spring Festival Gala, but this year, the humor around his eyebrows continued [3] Group 2 - The skit "Grandma's Favorite" featuring Cai Ming and Wang Tianfang alongside robots sparked discussions online, marking Cai Ming's return to the Spring Festival Gala after 30 years [3] - The robot martial arts program "Wu BOT" received enthusiastic responses, showcasing a blend of technology and traditional martial arts [5] - Robots performed dynamic movements such as backflips and engaged in "human-robot duels," demonstrating advanced collective control technology for the first time globally [8]

#给易烊千玺伴舞的机器人来自江苏#【#春晚机器人madeinjiangsu#】央视春晚，网友们调侃#机器人全 面入侵春晚#上热搜。值得注意的是，其中魔法原子、追觅科技两家企业来自江苏，银河通用则在苏州 深度参与具身智能机器人训练中心。@陳小春 @言承旭Jerry @MFM-罗嘉豪 @TFBOYS-易烊千玺 唱响 歌曲《智造未来》时，助阵的是魔法原子机器人。总部设在无锡的魔法原子，带着MagicBot人形机器人 和MagicDog四足机器人上台。其中MagicBot Z1（小人形机器人）可完成连续倒地起身、越跳、下腰等 复杂大幅动作。MagicDog（四足狗）可在-20℃至55℃极热极酷环境稳定运行，能穿梭复杂场景，跃动 自如。（记者 张洁茹、李璞） ...

2月16日晚，松延动力登上央视春晚小品《奶奶的最爱》，是人形机器人第一次出现在春晚语言类节目 中。今日松延动力CMO张淼对第一财经记者表示，通过语言类节目来展现产品的决定，系去年春晚导 演组到公司考察，看到人形机器人与仿生机器人两条产品线，并体验过所有产品后做出的。公司听取导 演组意见后，配合支持节目完成。（第一财经记者 吕倩） (本文来自第一财经) ...

刚刚，总台马年春晚 有网友表示 "这是中国科技与中国功夫的最强合体！" 《武BOT》燃爆的不仅是舞台 还有我们对未来的无限期待 来源：央视新闻客户端 机器人练武的节目《武BOT》燃爆全场 科技与传统硬核碰撞 让观众直呼过瘾 舞台上，一排排机器人 动作行云流水 跳马、后空翻，动作连贯、招招精准 还和小朋友们展开"人机对决" 双方对练棍术、耍双节棍 醉拳、双节棍，它们也不在话下 宇树科技创始人王兴兴 告诉央视新闻记者 今年机器人在快速奔跑中 完成了穿插变阵和武术动作 这种高动态、高协同的集群控制技术 是全球首次亮相 "这个动作非常实用 为后续机器人在其他场景集群 或单台机器人调度做好了铺垫" 从去年的《秧BOT》 到今年的《武BOT》 机器人在春晚"舞"出新高度！ ...