SIASUN(SZ:300024) Hua Xia Shi Bao·2026-01-27 12:59Core Insights - The 2026 Spring Festival Gala will feature multiple robot manufacturers, marking a shift from last year's solo performance to a group showcase [3] - Companies like Magic Atom, Galaxy General, and Yushu Technology have announced their participation, each with different roles in the collaboration [3] - The success of Yushu Technology in the previous year has set a high bar, but replicating that success may be challenging due to increased competition and expectations [5] Group 1: Company Participation - As of January 27, 2026, three robot manufacturers have been officially announced for the Spring Festival Gala: Magic Atom, Galaxy General, and Yushu Technology [3] - Magic Atom aims to showcase the technological advancements of Chinese robots and their integration with culture [3] - Galaxy General emphasizes the significance of this collaboration in showcasing national technological strength and future industry values [3] Group 2: Market Dynamics - The previous year's Spring Festival Gala significantly boosted Yushu Technology's brand recognition and sales, leading to a supply-demand imbalance [4] - Yushu Technology has reported that its humanoid and quadruped robots have achieved the highest global shipment volumes [4] - The market response to Yushu Technology's participation has been overwhelmingly positive, with strong demand in both sales and rental markets [4] Group 3: Competitive Landscape - Magic Atom and Galaxy General are relatively new entrants, with Magic Atom founded in January 2024 and Galaxy General in May 2023 [5] - Magic Atom has developed a diverse product matrix, including various humanoid and quadruped robots, and is expanding its overseas market presence [5] - Galaxy General has established partnerships with major companies in industrial manufacturing and has deployed solutions in retail and healthcare sectors [6] Group 4: Strategic Initiatives - Magic Atom is implementing a "store model" for its products, including various unmanned store solutions, aiming to establish a significant global operational team [6] - Galaxy General has introduced a city-level intelligent solution, "Galaxy Space Capsule," which is operational in several key urban areas [7] - Both companies view participation in the Spring Festival Gala as a strategic opportunity to enhance brand visibility and market penetration [7]