Core Viewpoint - The CES 2026 highlighted the contrasting narratives of the US and Chinese robotics industries, with US companies focusing on future possibilities while Chinese companies emphasize practical applications and market readiness [2][7]. Group 1: Narrative Differences - US companies, exemplified by Boston Dynamics, dominate the "future narrative," showcasing robots as potential future industrial and societal solutions, emphasizing capabilities and transformative potential [3]. - In contrast, Chinese companies like Yuliqi Robotics focus on practicality, asking whether their robots can be used, sold, and effectively deployed in real-world scenarios [5][7]. Group 2: Performance and Practicality - Chinese companies are pursuing two distinct paths: one led by Yushun Technology, which aims for high dynamic performance in humanoid robots, and another by Yuliqi Robotics, which prioritizes practical applications in specific commercial settings [8][12]. - Yuliqi's robots demonstrate real-world capabilities, such as bartending and cleaning, emphasizing reliability and continuous operation rather than flashy demonstrations [10][12]. Group 3: Market Validation and Delivery - Yuliqi has achieved significant milestones, including delivering 100 robots in a month, marking a transition from prototypes to scalable production [13]. - The company has secured substantial interest from international clients, with potential orders reaching hundreds of millions, reflecting market validation of its technology and business model [12][13]. Group 4: Strategic Focus - Yuliqi's approach is characterized by a focus on specific high-value commercial scenarios, such as hospitality and property management, rather than pursuing broad general-purpose platforms [17][18]. - The design philosophy of Yuliqi's Wanda robot emphasizes efficiency and reliability in indoor environments, avoiding direct competition with high-performance humanoid robots [20]. Group 5: Conclusion and Industry Evolution - The CES 2026 serves as a turning point, indicating that Chinese robotics companies are transitioning from being mere technology demonstrators to serious commercial partners [21]. - The coexistence of performance-driven and practical-focused companies reflects the maturation of the robotics industry, with Yuliqi's success highlighting the importance of delivery capabilities in gaining market trust [21].
CES之后,重新审视机器人站位——优理奇如何在中美对照中,用“交付能力”打开新局
机器人大讲堂·2026-01-14 13:32