CES2026|“中国Figure”卧安发布全自主人形保姆机器人，瞄准万亿市场

Core Insights - The article highlights the global debut of OneRobotics' onero home assistant robot at CES 2026, marking a significant advancement in household robotics with its autonomous decision-making capabilities [1][13][25] - The onero robot represents a shift from demonstration-based robotics to practical, reliable service in everyday home environments, emphasizing the importance of consistent performance over flashy displays [14][19] Product Features - Onero is designed specifically for real home environments, featuring a standardized hardware architecture with dual seven-degree-of-freedom robotic arms and a high-precision mobile base to meet safety, stability, and flexibility requirements [3][16] - The robot's revolutionary software is powered by a VLA (Vision-Language-Action) model, which enhances task execution accuracy and adaptability through continuous data feedback and algorithm iteration [3][16][20] Market Potential - The launch of onero targets a trillion-dollar market, with Bain's report predicting that global humanoid robot sales could reach 6 million units by 2035, generating a market size exceeding $120 billion, and potentially up to $260 billion in optimistic scenarios [5][19][25] - The increasing demand for household robots is driven by global aging populations and rising disposable incomes, positioning humanoid household robots as a new tech consumer category with higher price points than smartphones and greater ownership rates than cars [5][19] Strategic Approach - OneRobotics adopts a pragmatic strategy focused on "scene deepening" rather than mere technological showcase, recognizing the complexities of home environments compared to industrial settings [6][20] - The company has developed core technologies in AI machine vision control, robot positioning, and distributed neural control networks, enabling onero to recognize various household objects and understand natural language commands [20] Product Ecosystem - Onero is part of a broader "specialized, collaborative robot matrix" that includes Acemate, an AI tennis robot, and KataFriends, an AI pet robot, each addressing specific market needs [21][23] - This division of labor philosophy aims to enhance user experience by ensuring that robots serve as effective tools and companions rather than replacements for humans [23] Market Validation - OneRobotics successfully listed on the Hong Kong Stock Exchange on December 30, 2025, becoming the first publicly traded AI humanoid household robot company, with a market capitalization exceeding HKD 23 billion by January 7, 2026 [25] - The company's products are sold in over 90 countries, with more than 3.5 million overseas users, and significant revenue contributions from Europe, Japan, and the United States [25]