这一夜，宇树科技的G1与H2人形机器人在武术节目《武 BOT》中手持长棍，与塔沟武校的少年们同台竞技，醉拳、双截棍行云流水，红袍舞剑更显侠气 ；松延动力的仿生机器人化身"机器人孙子"，在小品《奶奶的最爱》里依偎着蔡明撒娇耍宝，脖子延伸、变钱翻跟头的绝技频出 ；魔法原子的MagicBot 系列穿梭于主会场《智造未来》，与陈小春、言承旭、罗嘉豪、易烊千玺等艺人同台演绎 ，其机器狗与人形机器人还现身宜宾分会场《立上游》，在表 演中与熊猫互动，增添了不少科技趣味 ；银河通用作为本届春晚指定具身大模型机器人，其Galbot G1则在贺岁微电影《我最难忘的今宵》中秀出一段贯 口，惊艳四座 。 从2025年宇树科技凭借《秧BOT》单枪匹马"破圈"，到2026年四家厂商分据不同节目、各展所长，这场发生在亿万人眼前的"全明星卡位赛"，正是中国人 形机器人行业过去一年狂奔的缩影。 当机器人从实验室的演示台，走上春晚的国民级舞台，这场科技界的顶级豪赌，也迎来了从技术叙事向商业现实跨越的关键节点。 在这场被称作"亿元俱乐部"的盛宴中，每一家登台的企业都试图在数亿观众面前锚定自己的身位，将国民级的知名度转化为商业版图上的胜率。但热闹的 ...

2026年的春晚舞台，堪称中国机器人产业的一次"全景式展示"。一众机器人企业携前沿产品登台，从多种场景维度演绎了硬核科技与传统年味的深度交融。 如果说过去一年行业更多比拼的是机器人的运动控制能力，看谁能走得稳、谁能跳得齐，今年业界更关心的则是"机器人到底能干什么活"。纵观2026马年春 晚机器人"团体秀"，既有央视春晚舞台上高观赏性的编队舞蹈、特技动作表演，也有北京卫视春晚上聚焦家庭、生活等真实场景的实操演绎，将硬核科技与 烟火日常深度联结，展现了让机器人如何走向"日常能用好用"。 作为面向具身智能时代的系统级基础设施平台公司，睿尔曼与多家登上春晚的机器人公司在技术协同与产品共创上进行深度合作的同时，还化身"新春大 厨"深度参与北京卫视春晚，将科技感与"年味"完美结合，用"包饺子和馅"等生活化的实操动作，让观众看到了机器人走进家庭，承担日常劳作的现实潜 力。 马年春晚机器人"团体秀"，动手实操能力成北京卫视春晚机器人节目新看点 央视春晚主会场，松延动力双足人形机器人在小品《奶奶的最爱》中接连完成侧手翻、空翻等动作，平稳落地；宇树机器人与少年武者同台演武，在武术节 目《武BOT》中，完成六合拳对练、棍术配合、双 ...

Group 1 - The 2026 Spring Festival Gala showcased various robots from companies like Yushutech, Songyan Power, Magic Atom, and Galaxy General, which attracted significant audience attention and boosted sales on platforms like JD.com [2] - JD.com reported a surge in robot-related metrics during the gala, with search volume increasing over 300%, customer inquiries rising by 460%, and order volume growing by 150% within two hours of the event [2] - Notable products included the "Spring Festival Gala version" robots, which sold out quickly, including two GALBOT robots valued at nearly 630,000 yuan [2] Group 2 - Yushutech's humanoid robot Unitree G1 demonstrated advanced movements such as parkour and aerial flips, supported by a self-developed dexterous hand and a high-concurrency control system for real-time coordination among multiple robots [5] - Songyan Power's robots, including N2 and E1, were featured in the gala, with the team overcoming technical challenges over a month to enhance the robots' expressiveness and movement capabilities [7][8] - The team improved the control frequency of the humanoid robot's expressions from 10Hz to 60Hz and added three degrees of freedom to the neck for better movement [7] Group 3 - Galaxy General's robot "Xiao Gai" showcased its dexterity by performing tasks like walnut cracking and glass picking, utilizing its AstraBrain for real-time decision-making [11] - The Galaxy Space Capsule retail solution, featuring Galbot robots, is designed for consumer interactions, including greeting, multilingual communication, and order processing [11][12] - The Galaxy Space Capsule has been implemented in various locations, including Beijing and Shanghai, indicating its market presence [12] Group 4 - Magic Atom's performance included six humanoid robots and over a hundred quadruped robots, demonstrating high coordination and precision in their movements during the gala [14][15] - The design and engineering capabilities of Magic Atom were highlighted, showcasing their ability to create robots that not only perform but also engage with audiences effectively [15]

华夏时报记者 石飞月 北京报道 "学了好几年机械舞，最后发现机器人跳舞根本不卡。"2月16日晚间，几个机器人参演的央视春晚节目 结束后，网友发出了这样的感慨。相较于去年春晚宇树机器人一枝独秀的情景，今年春晚舞台上的机器 人"浓度"明显提升，松延动力、魔法原子、宇树科技和银河通用，几家厂商的机器人分别参与到了小 品、歌舞、武术和微电影的表演中。 新面孔与老面孔"交锋" 松延动力、魔法原子和银河通用都是央视春晚的新面孔。 松延动力的机器人出现在了今年春晚的第一个小品节目《奶奶的最爱》中，包括Bumi小布米、N2、 E1，以及为春晚节目定制开发的仿生人形机器人，其中，最吸引人眼球的恐怕就是与演员蔡明长得一 模一样的仿生人形机器人。2月16日晚，《奶奶的最爱》节目结束后，松延动力CMO张淼第一时间向包 括《华夏时报》记者在内的媒体记者透露了自己的感受：在一个真实且复杂的环境中展现高动态的运动 能力，对机器人的关节驱动，包括整机的结构强度以及实时的控制和稳定性都提出了非常高的要求。 魔法原子则出现在了春晚的主会场和四川宜宾分会场：在主会场，六台魔法原子人形机器人MagicBot Z1和两台MagicBot Gen1与易 ...

作者 | 黄昱 编辑 | 松壑 当2026年马年春晚的舞台灯光彻底落下，这场被网友戏称为"史上最硬核"的春晚，以魔法原子、银河通用、宇树科技、松延动力四家国产机器人企业的集体 亮相，写下了极具未来感的注脚。 这一夜，宇树科技的G1与H2人形机器人在武术节目《武 BOT》中手持长棍，与塔沟武校的少年们同台竞技，醉拳、双截棍行云流水，红袍舞剑更显侠气 ； 松延动力的仿生机器人化身"机器人孙子"，在小品《奶奶的最爱》里依偎着蔡明撒娇耍宝，脖子延伸、变钱翻跟头的绝技频出 ；魔法原子的MagicBot系列 穿梭于主会场《智造未来》，与陈小春、言承旭、罗嘉豪、易烊千玺等艺人同台演绎 ，其机器狗与人形机器人还现身宜宾分会场《立上游》，在表演中与 熊猫互动，增添了不少科技趣味 ；银河通用作为本届春晚指定具身大模型机器人，其Galbot G1则在贺岁微电影《我最难忘的今宵》中秀出一段贯口，惊艳 四座 。 从2025年宇树科技凭借《秧BOT》单枪匹马"破圈"，到2026年四家厂商分据不同节目、各展所长，这场发生在亿万人眼前的"全明星卡位赛"，正是中国人形 机器人行业过去一年狂奔的缩影。 当机器人从实验室的演示台，走上春晚的国民级 ...

Industry News - The total box office for the 2026 Spring Festival film season (including pre-sales) has exceeded 1.5 billion yuan, with "Fast Man 3," "Silent Awakening," and "Boonie Bears: Year of the Bear" ranking as the top three films [1] - The total box office for the 2026 fiscal year has surpassed 4 billion yuan [1] - According to the China Academy of Information and Communications Technology, by the end of 2025, a total of 748 generative AI services have completed registration in China [1] - The report indicates that the governance of artificial intelligence in China is evolving rapidly, characterized by small-scale, scenario-based, and refined features, gradually establishing an agile governance system [1] Company News - Songyan Power announced that it has completed the full process of developing its bionic humanoid robot, including three iterations, within two months since the decision to feature it in the Spring Festival Gala [2] - The core technological breakthroughs focus on the underlying architecture of the bionic face, enhancing its stretchability and durability by adding polymer materials to platinum silicone, and incorporating 32 motors for movement within a compact space [2] - In 2025, Songyan Power has already introduced its bionic face products into various commercial scenarios, such as guided tours [2] - Hesai Technology reported that its JT128 LiDAR is equipped in both models of the Yushu humanoid robots, showcasing their capabilities in a performance [2] - The cumulative delivery of Hesai's JT series LiDAR has surpassed 200,000 units, successfully applied in multiple embodied intelligent robot products [2]

与武校学生一同耍棒练拳、在小品节目中吐槽接梗……今年央视春晚舞台上，宇树科技、松延动力、魔 法原子、银河通用四家民营企业的机器人纷纷登台献艺。从去年"蹒跚学步"到今年"舞韵灵动"，中国机 器人又"长"一岁，引发广泛关注。 小品《奶奶的最爱》中，松延动力多款机器人与演员频繁对话互动，主打"情绪价值"。据悉，为适配语 言类节目需求，该公司对机器人的口型、表情、步态等细节进行了多次技术迭代，以期更贴近真人。 创新不设上限 "我们不仅要做好产品，也要搭建机器人走进千家万户的桥梁。"松延动力相关负责人表示，过去一年 来，该公司聚焦人机交互，持续加大研发投入，产品已应用于文旅导览、接待讲解、咨询陪伴等场景。 春晚是全球瞩目的舞台，民企不仅敢登台，还要趁机检验技术成果、挑战性能"天花板"，背后是这些企 业技术积累带来的强大信心。 节目《武BOT》中，宇树科技机器人跳马、空翻、大回旋样样在行，还实现集群协同快速跑位，带来视 觉震撼的同时，反映了该公司多项核心技术能力。 据悉，该公司自去年11月开始筹备春晚节目以来，先后攻克导航定位、轨迹追踪、环境交互等难点，为 应对春晚舞台与高难动作中的种种不确定性，机器人在算法、硬件、系统 ...

Core Viewpoint - The 2026 Spring Festival Gala has transformed into a "super showcase" for Chinese robotics, featuring multiple companies and highlighting the industry's shift from laboratory to commercial application [1][3]. Group 1: Robotics Participation in the Spring Festival Gala - Over five embodied intelligence companies are participating in the 2026 Spring Festival Gala, with Yushutech making its third appearance [3]. - Yushutech will showcase the integration of engineering capabilities and artistic expression, while Galaxy General has been designated as the "embodied large model robot" [3]. - Newcomers like Magic Atom and Songyan Power are also making their debut, marking a significant step in the commercialization of robotics [3]. Group 2: Investment and Market Dynamics - A-share listed companies have deeply embedded themselves in the robotics sector through direct or indirect investments, creating a network of core concept stocks related to the "Spring Festival robots" [5]. - Key players in the supply chain include companies like Tianqi Co., which has partnered with Galaxy General to advance applications in automotive manufacturing and new energy batteries [7]. - The spotlight effect from the Spring Festival Gala has already influenced the capital market, with 35 humanoid robot concept stocks expected to report positive earnings [9]. Group 3: Financial Performance and Projections - Among the 35 concept stocks, eight are expected to turn profitable, including Liard and Estun, with Liard projecting a net profit of 300 million to 380 million yuan for 2025 [9]. - 27 stocks are expected to see profit increases, with Xinzhi Group forecasting a staggering 502.59% to 616.94% growth in net profit [9]. - The market for embodied intelligent robots is projected to reach over $1.4 billion in user spending by 2025, with a compound annual growth rate of 94% expected until 2030 [14]. Group 4: Industry Challenges and Perspectives - Despite the optimistic projections, many companies acknowledge that their robotics-related businesses are still in the early stages of market development, with most clients in the sample or small-batch order phase [13]. - Industry experts suggest that the embodied intelligence sector is transitioning from technical validation to large-scale commercial expansion, indicating a critical phase for value verification and mass production [14]. - The current market environment emphasizes the need for investors to discern which companies are genuinely advancing in the robotics space versus those merely participating [14].

马年央视春晚刚落下帷幕，一众机器人"明星"就火速"下凡"——大年初一，2026大都新春庙会在国家会 议中心二期热闹开市，春晚同款机器人集体亮相，把科技感直接拉满。锣鼓喧天的传统庙会遇上身手不 凡的机器人天团，传统民俗与前沿科技混搭碰撞，为期7天的文化盛宴，让市民逛出别样新年味。 （来源：千龙网） "这仿生机器人的脸也太逼真了，表情跟真人一样自然！""未来广场"内，仿生机器人"小诺"稳居人气C 位，被观众围得水泄不通。正是在它的技术基础上，松延动力量身定制出逼真还原的"仿生奶奶"，在春 晚舞台上与蔡明搭档表演小品，惊艳无数观众。"电视里看就觉得厉害，近距离一看这个仿生人更震 撼，眨眼、微笑、说话的神态都活灵活现，科技太牛了！"一位带着孩子的市民连连赞叹。 "昨晚刚在电视上看机器人秀绝活，今天逛庙会就摸到'活的'了！"庙会的欢乐科技与国际文化区内，人 群摩肩接踵，大家直奔机器人展区而来。地处展区正中的"未来广场"内，来自松延动力、宇树科技、小 米、智元等多家企业的10余款人形机器人、机器狗、仿生机器人整齐列队，其中有几款人形机器人正是 今年的春晚同款。弹吉他、舞狮、跳街舞、连续空翻……每隔半小时，一场机器人快闪表 ...

Group 1 - The robot industry is at a critical turning point for mass production and commercialization, with companies like Yushu Technology and Magic Atom investing heavily in marketing during the 2026 Spring Festival Gala [2] - The electric grid investment in China is expected to reach approximately 4 trillion yuan during the "14th Five-Year Plan" period, with a 40% increase compared to the previous plan, focusing on new power system construction and high-voltage transmission [3] - Major technology stocks have seen a market value decline of over $1.3 trillion since January 2026, leading investors to focus more on short-term financial transparency [3] Group 2 - The AI competition between Alibaba and ByteDance has intensified, with Alibaba launching Qwen3.5-Plus and ByteDance introducing Seedance 2.0, marking a new phase in China's AI landscape [3] - The gold and silver prices experienced significant fluctuations due to various market factors, including reduced expectations for Federal Reserve interest rate cuts [4] - The film market during the Spring Festival saw record-breaking performance, with total box office exceeding 1 billion yuan, led by "Fast and Furious 3" [5]