消费级具身智能要火？售价不到1万的这台机器狗 卖了近亿元

Core Insights - The Vbot super robot dog from VITAPOWER gained significant attention at CES 2026, winning the "Best of CES" award and showcasing its capabilities in real-life scenarios, such as delivering drinks and assisting with photography [1] - The Vbot has achieved impressive sales figures in China, with cumulative orders reaching 6,540 units and sales revenue nearing 100 million yuan, setting a record for smart products priced at over 10,000 yuan [1] - The success of Vbot reflects a shift in the consumer-grade embodied intelligence market from mere demonstrations to practical applications in daily life [1] Industry Trends - The embodied intelligence industry is transitioning from "technological showcase" to "commercial implementation," with a focus on products that integrate into users' daily lives and offer practical functionality [1] - The Vbot's pricing at 9,988 yuan breaks the previous barrier of commercial robots costing hundreds of thousands of yuan, marking a significant milestone in the market [2] - The domestic supply chain's advantages have led to a significant increase in the localization rate of key components, such as harmonic reducers and RV reducers, enhancing cost competitiveness [2] Technological Advancements - Breakthroughs in technology and mass production capabilities are accelerating market penetration, with advancements in AI enabling the robot to interact naturally and adapt to complex environments [3] - The Vbot's features, such as load-bearing companionship and security patrols, address specific pain points in family scenarios, driven by rising consumer demand for emotional companionship and assistance [3] - The decline in hardware costs, influenced by the smart automotive industry, supports the widespread adoption of consumer-grade embodied intelligence devices [3] Investment Landscape - The influx of capital into the embodied intelligence sector is substantial, with domestic financing exceeding 50 billion yuan in 2025, reflecting a 400% year-on-year increase [3] - Companies like Leju Robotics and Xingdong Era have secured significant funding, contributing to a positive cycle of financing, production, and valuation enhancement [3]