Core Insights - Shenzhen has over 74,000 companies related to the robotics industry, creating a vibrant ecosystem that integrates new information technology with advanced manufacturing [1] - The city is transforming from an electronics manufacturing hub to a global center for robotics innovation, supported by a comprehensive industrial system that spans from core components to application scenarios [2][3] Industry Overview - Shenzhen's robotics industry includes leading companies such as UBTECH, Yujian Technology, and others, with a full supply chain covering upstream components, midstream manufacturing, and downstream applications [2] - The industry has shown strong growth, with a reported increase in value added to the robotics sector reaching 5.559 billion yuan, a year-on-year growth of 31.4% in the first three quarters of 2025 [3] Government Initiatives - The establishment of the first AI (robotics) bureau in Longgang District aims to break down departmental barriers and streamline support for the robotics industry [4] - Shenzhen has implemented a policy framework that includes financial support for AI model training and data procurement, addressing high R&D costs and encouraging innovation [4] Ecosystem Development - The "Robot Valley" in Nanshan District is emerging as a key area for robotics innovation, supported by a strong network of universities and research institutions [2][5] - The integration of various sectors, including automotive and robotics, is being promoted to enhance innovation and application in the industry [5][6] Future Goals - Shenzhen aims to achieve an industry scale of over 100 billion yuan by 2027, focusing on key technology areas such as high-energy-density micro motors and multi-modal sensors [6] - The city is positioned as a model for industrial transformation and innovation, providing insights for broader industry development [6]

该公司称，综合当前已下单及预约情况测算，整个春节假期内平台整体GMV预计环比涨80%。至春节假期结束，平台累计订单量预计将突破5000单。 擎天租（上海）由智元机器人（智元创新）出资设立。从春节前订单场景来看，拜年、求婚、亲子互动等标准化场景迅速放量。截至目前，相关订单已占平 台成交单量约15%。 基于春节的假期属性，目前泛娱乐性场景仍占主流，而非制造业场景。采访中，擎天租联席总裁、城市合伙人战略负责人李立恒对第一财经记者表示，AI 技术迭代将直接拉动机器人能力，能力越强，场景自然就越宽。 机器人租赁平台：单子接不过来，能不能先多来几个人？ 据他介绍，目前该平台可以调度机器人超3000台，一台机器人平均一个月能接10单左右，均价2500元，回本周期大概在6到8个月。 春节假期尚未开始，机器人租赁市场已率先感受到热度。 2月13日，据开放式机器人租赁平台擎天租披露，截至2月12日，平台已累计收到覆盖春节假期的订单超过1000单。 春节假期的高流量也带来第一波"压力测试"，李一言对记者表示，目前主要压力是订单太多，履约人手不够。对于超出能力的订单，李立恒表示，只能先婉 拒。 另外，该平台已做好承接春晚流量的准备， ...

Group 1: Market Performance - The CSI Consumer Electronics Index rose by 3.1%, the CSI Internet of Things Index increased by 2.9%, the National Robot Industry Index grew by 2.7%, and the CSI Smart Electric Vehicle Index went up by 2.0% this week [1] - The E Fund Robot ETF (159530) has seen a continuous inflow of nearly 500 million yuan over the past four trading days, with an additional net subscription of over 100 million units today [1] Group 2: Future Market Outlook - CITIC Securities forecasts that by 2026, the global liquidity easing will deepen, and domestic financial market policy dividends will continue to strengthen, enhancing the motivation for individual investors to enter the market [1] - The core logic supporting the bull market is expected to persist and even strengthen, with the commercialization of embodied intelligence projected to exceed one trillion yuan in market size [1] Group 3: Sector Focus - The CSI Smart Electric Vehicle Index focuses on smart electric vehicles, which are expected to be a representative direction for embodied intelligence, covering various segments of the industry chain including power systems, perception systems, decision-making systems, execution systems, communication systems, and vehicle production [3] - The CSI Consumer Electronics Index emphasizes AI hardware, which is currently the main category of smart terminal products, comprising stocks of companies involved in component production and complete machine brand design and manufacturing [4] - The CSI Internet of Things Index highlights the IoT as a crucial foundation for achieving connectivity among smart terminals, consisting of stocks from companies engaged in information collection, transmission, and IoT applications [5]

在广州海心沙全空间智能体验中心，前来参加APEC"中国年"首场正式活动的百余位政府官员，被现场 演示自主售卖爆米花的人形机器人所吸引，他们一边驻足参观，一边交流问询，深度了解中国科技创新 的最新成果。 整个过程，Atom需要在十几秒内，连贯完成识别顾客、取杯、装填、识别满杯状态、平稳放置递送等 一系列动作，并能应对现场各种干扰。 在行业普遍追逐高大全的落地场景之下，走进电影院卖爆米花，隐藏着越疆怎样的技术逻辑与商业考 量？ 谢凯旋谈到， 攻克专用场景的思路，其实更有助于机器人在可控范围内完成技术闭环验证，全面检验 机器人从感知、推理到执行的智能系统实战能力，为规模化落地探路。 上述机器人来自深圳越疆科技，正是年初火爆全网的越疆全自主人形机器人Atom。彼时，Atom进驻深 圳电影院，在无人辅助情况下，每日连续工作14个小时，实现日销爆米花1000杯、单日营收突破2万元 的业绩。 这是全球首例在复杂商业环境中，全自主运营的技术突破与应用落地，展现了该款机器人自身成熟的技 术实力与商业化落地方面的初步成果。 接下来则是量产。在参与APEC"中国年"活动展演前夕，越疆正式启动第三批全尺寸工业人形机器人 Atom的量 ...

Group 1 - The robot industry is experiencing a paradigm shift from traditional automation to intelligent manufacturing systems, becoming a strategic technology base for Industry 4.0 [1] - The "AI + hardware" collaborative innovation in the industry has created high technical barriers and premium capabilities in the supply chain, making the robotics sector one of the most strategically valuable areas in hard technology [1] - Domestic manufacturers have made significant breakthroughs in precision transmission components, achieving a 40% cost reduction compared to imported products and capturing over 25% of the global market share [1] Group 2 - The explosive growth of the robot industry presents significant opportunities for upstream component suppliers, with projections indicating a geometric increase in demand for core components by 2050 [2][3] - Morgan Stanley forecasts that global robot hardware sales will surge from approximately $100 billion in 2025 to $500 billion by 2030, reaching $25 trillion by 2050, excluding software and service revenues [3] - China has established a comprehensive leading advantage in the current robot industry transformation, supported by manufacturing capabilities, control over rare earth resources, and coherent industrial policies [7] Group 3 - Despite the current high valuation of the robotics sector, the growth rate of earnings is beginning to mitigate the high valuation, with expected compound net profit growth of over 40% from 2025 to 2027 [7] - The Tianhong CSI Robotics ETF fund offers a diversified investment option in the robotics sector, effectively managing tracking errors and capturing core dynamics of industrial upgrades [10][12] - The current valuation of the robotics index is relatively moderate compared to other high-tech sectors, providing a rare combination of low valuation and high prosperity for investors seeking to capitalize on advanced manufacturing [13]

新华社深圳2月13日电 题：机器人6S店的新春"守艺人"：为"年味"添智 新华社记者白瑜 临近春节，深圳龙岗区机器人6S店，年味与科技感交织。 下午4点，店门口上演一场特殊的"迎宾仪式"：两台机器人合奏如流水的钢琴曲；还有机械臂忙着调制 咖啡、制作冰淇淋；机器狗与观众热情互动…… 店长林枫这天带着刚完成书法程序编程的"机器人书法家"走到店门口。人形机器人挥着手说："我来为 大家马年送福！"随后拿起毛笔，挥毫泼墨，写下遒劲的"福"字。周围的观众发出啧啧赞叹。 跟随机器人6S店服务机器人应用技术员的脚步，记者来到机器人场景体验馆、互动体验馆。 光伏巡检机器人、工业巡检机器人、中医问诊机器人、智能管家机器人展示了未来工作与生活场景；互 动体验区将科技竞技推向高潮，成为青少年与科技爱好者的天堂。 服务机器人应用技术员、龙岗机器人6S店副店长周方正很忙碌，在他的日程表里，上午要去深圳爱国 路迎春花市送表演机器人，下午为龙岗街道布吉地铁站部署机器人接待员。"等会儿在粤海社区还有一 家客户租赁机器狗呢，我得去优化算法。"周方正说。 从几百元的消费级机器狗到万元定制化演出机器人，从节前的租赁设备集中调试到春节期间的应急运 维 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：宇树科技 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：宇树科技 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 ...

Group 1 - Maniformer, a data platform under Zhiyuan Robotics, announced the completion of several hundred million yuan in seed and angel round financing, led by Sequoia China with participation from other investors [1][3] - The funds will be primarily allocated towards three areas: technology research and development, global expansion, and the establishment of a data quality management system and data alliance [3] - Maniformer focuses on data services in the embodied intelligence sector, providing comprehensive data solutions that cover various data paradigms, with a projected data gap of over 5 million hours in the high-quality effective data needed for the industry by 2026 [3][4] Group 2 - The company was established in February 2026 with a registered capital of 5 million yuan, primarily owned by Zhiyuan Innovation (Shanghai) Technology Co., Ltd., and aims to address industry pain points such as data silos by forming a data alliance [3][4] - The core team consists of members from autonomous driving, automotive companies, AI laboratories, and internet firms, covering multiple fields including data, models, and simulation [3] - Maniformer is one of several subsidiaries recently incubated by Zhiyuan Robotics, which has also launched other brands and platforms in the robotics sector [4]

"行花街，行大运"，2月13日上午，2026年越秀西湖花市在西湖路广百广场隆重举行。晨曦微露，瑞狮 跃动，喜气盈门，一场传统的醒狮表演开启了2026年越秀西湖花市的帷幕，也宣告广州传统迎春花市全 面开市。 2026年越秀西湖花市从2月13日上午8:30至2月17日凌晨2:00结束，在西湖路、教育路举办，为期4天， 将为广大市民呈现一场精彩纷呈的文化盛宴。 传统广府文化与前沿科技的"双向奔赴"，为迎春花市赋予新的时代意义，尽显羊城活力。活动现场还安 排我市多名书法家现场挥毫与民同乐，书写的"福"字赠与现场市民并合影，营造祥和、欢乐的节日气 氛。 re the FAVORA 0 D N视频 5 026 0 @ 北 21,65 D N视频 A BO DE LE 16 开市仪式开始，现场热潮涌动。国家级非物质文化遗产醒狮与"科技新星"机器狮联袂献演；名为"秀 秀"（取越秀之"秀"、优秀之"秀"）的智能机器人惊艳亮相，向市民送上精彩舞蹈和祝福；来自全市十 一区的"花仙子"们携各区芬芳与祝福齐聚现场，"湾区顶流"喜洋洋与乐融融也迈着憨态可掬的步伐一同 亮相。 12 器能 · 9 E The Treat C 15 8 a ...

Core Insights - The 2026 Spring Festival Gala will feature multiple intelligent robots, showcasing cutting-edge technology to enhance the festive experience for audiences nationwide [1] - JD's JoyInside has partnered with two key players, Magic Atom and Songyan Power, to present their robots at the gala, merging advanced technology with traditional New Year celebrations [1] Group 1: Robot Highlights - Songyan Power's humanoid robot "Bumi" is the world's first high-performance humanoid robot priced at around 10,000 yuan, equipped with JD's JoyInside for enhanced interactive capabilities [3] - JoyInside utilizes the JoyAI model, enabling Bumi to provide companionship across all age groups, with significant improvements in interaction frequency and advanced features like voice recognition and situational awareness [3][4] - Magic Atom's four-legged robot, MagicDog Pro, is the first in its category to express emotions autonomously, integrating advanced voice control and multi-modal perception for comprehensive user interaction [4] Group 2: Ecosystem Expansion - JD's JoyInside ecosystem has expanded to include over 40 partners in the robotics and AI toy sectors, enhancing its capabilities in intelligent interaction technology [5] - The company provides comprehensive support to its partners, including logistics and after-sales services, facilitating the transition from "product intelligence" to "service intelligence" [5] - During the 2026 goods festival, robots and AI toys integrated with JoyInside saw nearly a threefold increase in sales on JD's platform, indicating strong market acceptance and growth potential [5]