除了宇树科技，还有哪些人形机器人要上春晚？一家估值超200亿元

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]