中国机器人春晚惊艳亮相，马斯克称中国是更高层级对手

Core Insights - The 2026 Spring Festival Gala showcased humanoid robots, highlighting China's advancements in robotics and its ambition to lead in the humanoid robot and future manufacturing sectors [1][2] - The performance featured robots from four startups, setting a record for the number of robot brands appearing at the gala, which is a significant platform for showcasing technological prowess in China [1][2] - The event reflects a broader trend of increasing attention on humanoid robots in China, with significant implications for government contracts, investor interest, and market access for companies featured [2] Industry Overview - The humanoid robot market in China is projected to dominate globally, with Omdia estimating that by 2025, approximately 90% of the 13,000 humanoid robots shipped worldwide will come from China [3] - Morgan Stanley forecasts a 133% year-on-year increase in China's humanoid robot sales this year, reaching 28,000 units [3] - Tesla's CEO Elon Musk acknowledged the competitive landscape, stating that Chinese companies are underestimated and are formidable competitors in the humanoid robot space [3]