FOFWEEKLY·2026-02-17 08:00Core Viewpoint - The 2026 Spring Festival Gala showcased robots as the main attraction, significantly boosting the consumption and rental market for robots, leading to a surge in sales and rentals [2]. Group 1: Market Impact - The Spring Festival Gala demonstrated strong promotional capabilities in the robot sector, with JD.com reporting a more than 300% increase in robot search volume, a 460% rise in customer inquiries, and a 150% increase in order volume within two hours of the gala [3]. - The event led to the rapid sell-out of various robots, including two GALBOT G1 robots valued at nearly 630,000 yuan [3]. Group 2: Rental Market Dynamics - JD.com indicated that the demand for robot rentals has outstripped supply, with rental orders already scheduled until March 2026 [4]. - The rental model is becoming the preferred choice for consumers and businesses, with the Spring Festival marking a record high in the robot rental industry, as evidenced by over 1,000 orders received by the rental platform Qingtian [4]. - The overall Gross Merchandise Value (GMV) for the rental platform is expected to increase by 80% during the Spring Festival holiday, with total orders projected to exceed 5,000 by the end of the holiday [4]. Group 3: Market Education - The extensive exposure from the Spring Festival Gala has accelerated market education for robots, showcasing their practical applications, such as high dynamic cluster control technology and skills like folding clothes and item retrieval [4].