大年初二下午，证券时报记者在"银河太空舱"智能零售店看到，店铺的外形是面包状的银灰色宇宙舱，面积约9平方米，货架上摆满了矿泉水、零食、饮 料等商品，品类齐全，售价与寻常超市持平。最吸睛的是热情待客的"店员"——"小盖"，它能灵敏识别货品、准确拿取、平稳递送，整套服务行云流水。 顾客扫码挑选商品期间，"小盖"正在演唱新年歌曲。在顾客完成付款后，"小盖"缓缓移步到身后的货架前，仅用8—9秒就将商品送到了顾客手中，口中还 念叨着"马上有福""顺遂如意"等祝福语。 一位小朋友说道："你的手是冰冷的吗？"随即上前摸了下"小盖"的手。"小盖"则退回店中央，双手交叠摆出憨态道："你说，以后机器人会不会也有假期 哇，那我也可以躺在沙滩上……" 27 0 a J . 11 8 f T 1 E A U fRights Me 28 1)上四四 年 第 《五 》 ALL A BEAT r 板的 GET t Texa 1 1 A 而在狮山文化广场对面的苏州市集成电路创新中心，另一大机器人地标即将问世。记者看到，长三角机器人6S旗舰店已整装待发。除大门颇为恢弘外， 旗舰店内部白色调为主的装修已落成，货架和展台基本布置完毕，部分机器人展品 ...

随着中央广播电视总台《2026年春节联欢晚会》(以下简称"2026年春晚")临近，一场关于"硬科技"的盛 宴已悄然拉开帷幕。近日，多家机器人企业陆续宣布成为2026年春晚官方智能出行战略合作伙伴；也有 部分企业机器人成为2026年春晚指定具身大模型机器人。据业内初步统计，参与2026年春晚的具身智能 公司将超5家，机器人将"组团"登上2026年春晚舞台。 "2026年春晚'AI硬科技'含量再度提升。这不仅是舞台艺术的革新，更是中国机器人产业从实验室走向 大规模商业化应用的一次重要'路演'，也将助推2026年具身智能产业的快速发展。"首都企业改革与发 展研究会理事肖旭在接受《证券日报》记者采访时表示。 迎来商业落地关键期 在2025年的春晚舞台上，机器人以精准的秧歌舞步惊艳了观众，而2026年春晚上的机器人自主化能力将 再度进化，一批具身智能企业走向前台。 日前，中央广播电视总台正式宣布，北京银河通用机器人有限公司(以下简称"银河通用")机器人成为 2026年春晚会指定具身大模型机器人。这一合作意味着机器人技术在舞台应用中进入了"类脑"时期。银 河通用相关负责人对《证券日报》记者表示，此次亮相的机器人将重点展示 ...

智通财经记者 | 宋佳楠 继魔法原子之后，又一家机器人公司将登上今年的春晚舞台。 1月25日，中央广播电视总台正式宣布，银河通用机器人成为2026年春节联欢晚会指定具身大模型机器人。而在1月23日，魔法原子成为马年春晚的智能机器 人战略合作伙伴。 公开资料显示，北京银河通用机器人有限公司（GALBOT）成立于2023年5月，注册地位于北京海淀区，是聚焦具身多模态大模型通用机器人研发的科技企 业，法定代表人为姚腾洲。公司主要在商业、工业、医疗等场景提供智能机器人产品，成立两年内已搭建了覆盖北京、深圳、苏州三地的研发体系。 在技术路线上，银河通用强调"实用主义"，推出了"轮足复合"方案——在机器人腿部融合轮式机构，实现复杂地形足式通行与平坦路面轮式高速移动的双模 切换，试图解决纯双足机器人能耗高、续航短的问题。其自主研发GraspVLA、GroceryVLA、NavFoM等多个涵盖操作、导航、应用等领域的端到端具身大 模型，实现了让机器人"自主干活"。 银河通用创始人兼CTO王鹤于2014年从清华大学获得学士学位，2021年获得斯坦福博士学位，师从美国三院院士Leonidas J.Guibas教授，是中国具身智能 ...

本轮融资由中国移动旗下链长基金领投，中金资本、中科院基金、苏州创投、央视融媒体基金、天奇股 份等一众"国家队"与产业资本联合注资，同时还获得了来自新加坡及中东的国际投资机构的加码。这份 星光熠熠的投资方名单，已远超单纯的财务投资范畴，更像是一份由产业、资本、政策共同签署的"未 来契约"。它标志着，人形机器人的发展已从技术驱动的初创期，迈入了以规模化、商业化落地为核心 的新阶段，而中国力量正在这场全球竞赛中抢夺关键身位。 创纪录融资背后的资本结构与战略意图 2025年12月19日，中国具身智能赛道迎来了一枚"深水炸弹"。北京银河通用机器人有限公司正式官宣完 成新一轮超3亿美元（约合21亿元人民币）的股权融资。这不仅一举刷新了国内人形机器人乃至整个具 身智能领域的单轮融资纪录，更将这家成立仅两年半的创业公司推向了约30亿美元（约211亿元人民 币） 的估值高点，成为该行业迄今为止估值最高的公司。 一笔融资，一个纪录。然而，数字背后涌动的是更为深刻的产业信号。当全球资本在人工智能的浪潮中 寻觅下一个"超级终端"时，以银河通用为代表的具身智能企业，正从实验室的代码与原型，快步迈向工 厂的流水线与城市的商业空间。 银河 ...

Core Viewpoint - The article highlights the significant financing success of Beijing Galbot General Robotics Co., Ltd., which raised over $300 million in its latest funding round, marking a record in the domestic embodied intelligence sector and elevating its valuation to over 20 billion RMB [1][16]. Financing Journey - Galbot has accumulated a total of $800 million in funding within just over two years since its establishment in May 2023, showcasing a rapid rise in capital interest [4]. - The company attracted attention from top-tier venture capital firms early on, with notable investments from iFlytek Venture Capital and others during its seed and angel rounds [5][6]. - The funding rounds include: - Seed Round (June 2023): Initial investments from major VCs shortly after establishment [6]. - Angel Round (June 2024): Secured 700 million RMB, marking a significant investment in the embodied intelligence field [9]. - A Round (November 2024): Received 500 million RMB with participation from state-owned funds [13]. - B Round (June 2025): Led by CATL, raising over 1.1 billion RMB, marking CATL's first investment in the embodied intelligence sector [14][15]. - B+ Round (December 2025): Raised $300 million, with participation from international capital for the first time, pushing the valuation to $3 billion [16][17]. Business Model and Market Strategy - Galbot focuses on practical applications of robotics, emphasizing functionality over aesthetics, which has led to securing substantial orders in various sectors [20][29]. - The company has established partnerships with major industrial players like CATL and Bosch, focusing on automating repetitive tasks in manufacturing [24]. - By addressing labor shortages and repetitive tasks, Galbot's robots have gained traction in sectors such as retail and healthcare, with innovative solutions like the "Galactic Space Capsule" for smart retail [27][28]. - The company's approach is to provide cost-effective and manageable robotic solutions, leading to large-scale orders and commercial viability [20][29]. Industry Insights - The article suggests that 2026 will be a pivotal year for the commercialization of humanoid robots in China, with the potential for the country to replicate the success seen in the electric vehicle sector [31][32]. - The support from capital and industry resources is crucial for the rapid deployment and profitability of robotic solutions in various applications [30].

Group 1 - The company, Galaxy General, has recently completed a financing round exceeding $300 million (approximately 2.1 billion RMB), marking the largest single financing in the field of embodied intelligence to date [1][6] - Galaxy General is recognized as the highest-valued startup in the domestic embodied intelligence sector, with a valuation reaching $3 billion (over 20 billion RMB) [6] - The company was founded in May 2023 and focuses on providing general robotic products for various applications, including commercial, industrial, and medical sectors [2] Group 2 - The first embodied large model robot, Galbot G1, is set to be officially launched in June 2024, showcasing the company's advancements in robotics [2][4] - Galbot G1 is designed for versatile operations, capable of adapting to complex scenarios and equipped with a multi-tasking "brain" model that utilizes billions of synthetic data for training [4] - The robot is currently applied in education and research, with plans for commercialization in sectors such as industrial manufacturing, smart city services, and healthcare [4] Group 3 - The company has engaged in multiple rounds of financing since its inception, including a seed round shortly after establishment and a record-breaking angel round of 700 million RMB in June 2024 [5] - The latest financing round was led by China Mobile Chain Long Fund, with participation from major investment platforms and international investors, contributing to a cumulative financing total of approximately $800 million (over 5 billion RMB) [5][6] - Galaxy General's cumulative financing has surpassed 5 billion RMB, significantly exceeding the valuations of competitors in the sector [6]

机器人把爆米花铲到纸杯中，再取来一瓶饮料，在流畅进行一系列复杂操作的同时，还能愉快地与客人 聊天……近期，2025粤港澳大湾区文化产业投资大会在广州举行，游乐设施研发制造和文旅服务运营服 务商广东金马游乐股份有限公司（以下简称"金马游乐"）展出的机器人吸引了诸多目光。据悉，这款机 器人已经进驻游乐园"打工"。 本报记者 丁 蓉 金马游乐相关负责人向《证券日报》记者表示："公司把具身智能技术与文旅场景深度融合，已与国内 多家头部企业签订合作协议，推动机器人应用场景落地。下一阶段，公司将与各方建立紧密合作关系， 探索机器人在文旅等场景中的创新应用。" 中国电子商务专家服务中心副主任郭涛在接受《证券日报》记者采访时表示："今年以来，我国机器人 产业迈入高速发展阶段。此前，机器人主要应用于汽车等工业制造领域，如今其应用场景正在加速拓 展，未来将向零售等商业服务领域加速渗透。" 《证券日报》记者了解到，已经有越来越多的机器人"走进"商业服务场景。例如，北京银河通用机器人 有限公司的机器人Galbot G1已在北京近十家无人药店"上岗"。Galbot G1全天候在约50平方米的无人店 铺内执行5000余种商品种类、100 ...

Group 1 - The core viewpoint of the articles highlights the rapid development and expansion of the robotics industry in China, particularly in commercial service applications, moving beyond traditional industrial uses [1][2] - Guangdong Jinma Amusement Co., Ltd. showcased a robot capable of performing complex tasks in amusement parks, indicating a trend towards integrating embodied intelligence technology in cultural and tourism scenarios [1] - The robotics industry is experiencing a shift towards retail and commercial services, with companies like Beijing Galaxy General Robotics Co., Ltd. deploying robots in unmanned pharmacies to enhance service efficiency [1] Group 2 - Zhang Xinyuan from Beijing Kefa Technology Development Co., Ltd. noted that the industrialization of robots begins in controlled industrial environments, followed by commercial service scenarios that require stronger interaction capabilities, and finally, the more complex home environments [2] - Shenzhen Tuobang Co., Ltd. has begun mass delivery of cooking robots, signaling a potential industry explosion in this sector, while maintaining stable market shares in vacuum cleaners and service robot components [2] - Guangdong Liying Intelligent Manufacturing Co., Ltd. is actively promoting the hardware manufacturing of embodied robots and has established strategic partnerships with leading companies in the field [2] - Ningbo Zhenyu Technology Co., Ltd. reported a significant increase in orders for its robotics business, particularly for dexterous hand components, indicating a growing demand in the sector [2] - Overall, the maturity of the industry chain and the resonance with demand are expected to benefit companies that have made proactive layouts and possess mass delivery capabilities [2]

Core Viewpoint - The company, Baida Precision (百达精工), announced its collaboration with Beijing Galaxy General Robot Co., Ltd. and Taizhou Baiju Candar Enterprise Management Partnership (Limited Partnership) to establish Taizhou Baiyin General Robot Co., Ltd. by September 2025, focusing on the development, manufacturing, and sales of embodied intelligent robots and their core components [1]. Group 1 - The establishment of Taizhou Baiyin General Robot Co., Ltd. is set for September 2025 [1]. - The collaboration involves Beijing Galaxy General Robot Co., Ltd. and Taizhou Baiju Candar Enterprise Management Partnership [1]. - The future focus will be on embodied intelligent robots and their core components [1].

Core Insights - Suzhou Shenghe Intelligent Technology Co., Ltd. has recently been established, focusing on artificial intelligence software development and robotics [1] Company Overview - The company’s business scope includes the development of foundational AI software, application software, and the research and development of intelligent robots [1] - The company is jointly held by Beijing Galaxy General Robotics Co., Ltd. and other stakeholders [1]