SIASUN(SZ:300024) 2 1 Shi Ji Jing Ji Bao Dao·2026-02-17 00:04Core Viewpoint - The 2026 Spring Festival Gala showcased significant advancements in robotics, with multiple companies leveraging the event for marketing and brand visibility as they approach key milestones in production and potential IPOs [5][13]. Group 1: Event Highlights - The Spring Festival Gala featured performances by robots, including a skit with Cai Ming and a martial arts show titled "Wu BOT," demonstrating the robots' capabilities in entertainment and physical skills [1][4]. - This year's gala included over 20 partners, with four major robotics companies participating, highlighting the event's role as a marketing platform for the robotics industry [5]. Group 2: Company Profiles - Yushutech, founded in August 2016, focuses on high-performance humanoid and general-purpose robots, achieving over 1 billion yuan in revenue in 2024 and over 5,500 humanoid robot shipments in 2025 [5]. - Magic Atom, established in January 2024, specializes in general robotics and embodied intelligence, with a team primarily composed of R&D personnel from top companies in the field [7]. - Galaxy General, founded in May 2023, has a valuation of $3 billion following a $300 million funding round in December 2025, and is preparing for a potential IPO [9]. - Songyan Power, established in September 2023, focuses on humanoid robot development and has completed a share reform, aiming to differentiate itself with affordable consumer robots [11]. Group 3: Industry Trends - The robotics industry is approaching a critical point for mass production and commercialization, with several companies preparing for IPOs and significant market exposure through the Spring Festival Gala [5][13]. - The humanoid robot market is experiencing rapid growth, with global shipments expected to reach approximately 18,000 units in 2026, reflecting a year-on-year increase of about 508% [13]. - Despite the growth, the commercial application of humanoid robots remains limited, primarily serving government, data collection, and service sectors [14].