▲ 戳蓝 色字关注我们！ "科技的价值，从来不是炫技的奇观，而是落地的生产力。"—— 任正非 你昨天在春晚看见的不是"机器人表演"，是四家公司的年度融资路演：一家公司秀小脑，一家公司秀调度，一家公司秀脸皮，一家公司秀大脑。 这篇文章是"大年初一带你看"春晚机器人解读系列的合集，也是一次对人形机器人产业的全景式拆解——没有晦涩的技术术语，没有空洞的行业 口号，只有从春晚舞台背后，读懂未来十年劳动力革命的核心逻辑。 核心前提：春晚早已不是文艺舞台，是科技企业的"三重测试场" 每年春晚，都是科技企业的"兵家必争之地"。从早年的无人机编队，到后来的AR特效，再到如今的人形机器人扎堆亮相，春晚早已超越了文艺 舞台的范畴，成为科技企业面向三大群体的"压力测试场"： 今年大年初一的春晚舞台上，宇树科技、魔法原子、松延动力、银河通用四家企业的机器人同台竞技，看似是一场视觉盛宴，实则是四条技术路 线的正面PK，更是一场关于"未来劳动力入口"的激烈争夺。 四家企业定位：各占一条赛道，覆盖产业全链条 很多人看春晚机器人，只看"帅不帅、像不像人"，但在行业从业者眼里，每一个动作、每一次互动，背后都是真金白银的技术投入、反复打磨的 工 ...

Group 1: Company Highlights - The 2026 CCTV Spring Festival Gala showcased four robotics companies, including Yushu Technology, which launched the G1 EDU U2 advanced version robot for 208,850 yuan following the event [1] - Yushu Technology's robots feature a new self-developed dexterous hand and the H2 humanoid robot is approximately 40% taller than the G1, weighing over 85 kg, designed for complex action demonstrations [1] - The founder of Yushu Technology, Wang Xingxing, highlighted the debut of their autonomous cluster control technology, achieving a maximum speed of 4 m/s for rapid positioning [1] Group 2: Industry Development History - The humanoid robotics industry in China has evolved through several phases: from the exploratory phase (1985-2000) with foundational breakthroughs, to the technology accumulation phase (2001-2012) with commercial exploration initiated by UBTECH, and the steady development phase (2013-2022) where core component localization reached over 50% [2] - The current explosive growth phase (2023-present) is marked by UBTECH's IPO and the launch of products like "Tiangong" and "Yuan Zhen A2," achieving mass production and multi-scenario applications with localization exceeding 90% [2] Group 3: Market Supply and Demand - The supply side of the humanoid robot market is diversifying, with UBTECH's Walker S2 securing over 1.3 billion yuan in orders and aiming for a monthly production capacity of 300 units [4] - The demand side is experiencing a surge in orders, with the humanoid robot market in China projected to reach 2.76 billion yuan in 2024, reflecting a year-on-year growth of approximately 53% [6] - Despite the high demand, actual deliveries are limited, with only 800-2000 units expected to be delivered in 2024, but the market is anticipated to exceed 8.2 billion yuan by 2025, capturing over 30% of the global market share [6]

Core Insights - The popularity of robots showcased during the Spring Festival Gala has translated into significant sales, with JD.com reporting a search volume increase of over 300% and a 150% surge in orders within two hours of the event [1][2][10] Group 1: Sales and Market Response - The Spring Festival Gala featured a record number of robots, contributing to a 150% increase in orders and a 460% rise in customer inquiries [2][10] - New orders for robots were placed across more than 100 cities in China, indicating widespread demand from both major cities and smaller counties [2][10] Group 2: Technological Advancements - Yushutech's robots demonstrated groundbreaking capabilities, achieving multiple global firsts in performance, including advanced acrobatic maneuvers and rapid positioning [2][11] - The company employs a high-concurrency cluster control system and self-developed AI algorithms to ensure precise coordination among multiple robots, overcoming challenges in motion accuracy during performances [11] Group 3: Future Projections - Yushutech aims to lead the humanoid robot market with a projected shipment of 10,000 to 20,000 units in 2026, focusing on both practical service robots and exploratory products [3][11] - The industry is expected to see accelerated commercialization, with humanoid robots expanding into high-end customization and emerging applications such as medical assistance and space exploration [6][14] Group 4: Industry Trends - Recent developments indicate a shift in the robotics industry towards practical applications, moving from demonstration to real-world execution, as seen in the performances at the Spring Festival Gala [12][13] - The robotics sector is experiencing increased investment activity, with several companies, including Tesla and domestic firms, advancing their humanoid robot projects [15]

转自：贝壳财经 【#盘点春晚机器人名场面# 】2026年央视马年春晚，成为机器人扎堆亮相的"超级秀场"。一时间，网 上关于机器人的讨论络绎不绝，这一刻，机器人不再是冰冷的机械装置，而是舞台的主角、人类的伙 伴、科技的符号。侧手翻、空翻、平稳落地，摆臂起跑，作为机器人表演的第一个节目，松延动力四台 双足人形机器人和一台仿生人形机器人，与蔡明和王天放配合完成了小品《奶奶的最爱》。三度登上春 晚舞台的宇树科技，携手河南塔沟武术学校共同呈现武术节目《武BOT》。宇树科技多台G1机器人与 一台H2机器人和真人演员同台献技，其中G1机器人完成了翻跟头、跨越障碍、后空翻等高难度武术动 作。同时，机器人不仅手持长棍、双节棍、长剑等器械表演，还手持葫芦演绎了醉拳，将传统武术与现 代科技融合。在《智造未来》歌曲表演中，魔法原子6台人形机器人MagicBot Z1与2台MagicBot Gen1登 场，与易烊千玺、陈小春、言承旭、罗嘉豪同台完成表演。伴随音乐节奏，人与机器人实现同步舞动， 展现出成熟的人形运动控制与实时协同能力。银河通用人形机器人Galbot G1则以参演贺岁微电影《我 最难忘的今宵》的方式亮相，与演员沈腾、马丽等 ...

澎湃首席评论员 与归 春晚舞台上的机器人，动作也越来越流畅、功能越来越丰富。它们就像正长个的孩子，一年一个样，总 是令人惊喜、感叹，充满期待。 2026年的春晚舞台，到底出现了多少机器人？ 我用此题问AI，它们竟然也有些答不上来，无法给出一个精确的数字。相信昨晚很多人都"看懵了"，机 器人的表演令人眼花缭乱，难怪很多网友说，这是"机器人浓度最高的一届春晚"。 当蔡明带着"一串"机器人"孩子"走上舞台，有点年纪的人估计都有一种恍惚感。整整三十年前，由郭 达、蔡明表演的科幻喜剧小品《机器人趣话》就曾登上春晚舞台。很多年后，我妈一看到蔡明，就会 说"这不就是那个机器人吗？" 更巧合的是，当年春晚是首次实行分会场制度，在三地互传直播的技术背景下，《机器人趣话》是以科 技生活化为背景，展现人与科技的互动。如今，我们再度进入一个"科技生活化"的时代，或者更准确的 定义应是"生活科技化"。 现在的机器人和三十年前相比，已经不可同日而语。如三登春晚的宇树机器人，其高动态、高协同的集 群控制技术是全球首次亮相；魔法原子的Z1单手倒立支撑跳、托马斯、踢月腿360°等特技令人炫目， 银河通用则展示了叠衣服、超市拣货等实用主义技能。 ...

每经记者｜杨卉 每经编辑｜段炼 黄博文 易启江 从开场亮相到人机共舞、练武术、搭档演小品……马年春晚的"硅基含量"拉满，观众负责看热闹，机器人则轮番登场，甚至开始"上价值""讲情怀"。 一场热热闹闹的机器人"春晚总动员"拉开大幕，留给行业的思考却刚刚开始。 此前，有报道称今年机器人公司为上春晚"砸"了不少赞助费。但值得注意的是，机器人企业"砸钱"也要上春晚的背后，是厂商在落地场景不明时以曝光谋 订单、拉融资来维持生存的现实。有受访者直言，这是资本的逻辑，还不是市场的逻辑。 而从商业化进程来说，随着越来越多企业涌进具身智能赛道，人形机器人确实进入了商业化元年，但也只是开始。 还是"才艺"表演 但开始"上价值""讲情怀" 从央视春晚到各卫视春晚，再到部分地区推出的机器人春晚，这场机器人"春晚总动员"堪称热闹红火。观众在各类春晚节目上看到了形形色色的机器人 ——练武术的、连续后空翻的、脖子能伸长的、和蔡明长得一样的…… 不过，今年观众对机器人的期待已经远不止于单纯的"才艺表演"。毕竟过去一年，中国人形机器人频繁出现在各大科技展会、线下商场、博物馆甚至个人 玩家的手里，打拳击、抓取物品、走路、挥手等表演已经成为观众习 ...

Group 1: Event Overview - The 2026 Spring Festival Gala showcased various robots from companies like Yushutech, Songyan Power, Magic Atom, and Galaxy General, attracting significant audience attention and boosting sales on platforms like JD.com [1] - 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 [1] Group 2: Company Highlights - Yushutech's humanoid robot Unitree G1 demonstrated advanced movements and featured a self-developed dexterous hand, capable of quick tool changes and stable gripping, supported by a high-concurrency cluster control system [3] - Songyan Power's robots, including N2 and E1, showcased enhanced operational capabilities, achieving a control frequency upgrade from 10Hz to 60Hz and improving the flexibility of movements through structural redesign [4] - Galaxy General's robot "Xiao Gai" performed tasks like walnut cracking and glass picking using real-time decision-making capabilities, showcasing its advanced visual algorithms and multi-modal perception technology [6][7] - Magic Atom's performance featured six humanoid robots and over a hundred quadruped robots, demonstrating high coordination and precision in movements, emphasizing the engineering maturity of their control algorithms [8]

Core Viewpoint - The 2026 Spring Festival Gala showcased various robotic technologies, significantly boosting sales and interest in robotics, particularly on platforms like JD.com, where search and order volumes surged dramatically during the event [1]. Group 1: Sales Impact - JD.com reported 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 [1]. - Notable products, including "Spring Festival Gala" themed robots, sold out quickly, with two GALBOT robots valued at nearly 630,000 yuan being purchased [1]. Group 2: Technological Highlights - Unitree G1 showcased extreme movements and a self-developed dexterous hand, enabling quick changes and stable grip on martial arts props, supported by a high-concurrency control system for real-time coordination among multiple robots [3]. - Songyan Power's robots demonstrated advanced control capabilities, achieving a significant upgrade in expression control frequency from 10Hz to 60Hz and enhancing joint flexibility through additional degrees of freedom [5]. - Galaxy General's robot "Xiao Gai" performed tasks like walnut cracking and glass picking using real-time decision-making capabilities, showcasing advanced visual algorithms and multi-modal perception [8]. Group 3: Product Development and Training - Songyan Power's "Xiao Bumi," a consumer-grade humanoid robot, underwent extensive training with motion capture from children to enhance its learning process [6]. - Galaxy General's retail solution, the "Galaxy Space Capsule," features the Galbot robot as a fully autonomous retail assistant, capable of greeting customers, processing orders, and delivering products [9]. Group 4: Performance and Collaboration - Magic Atom's robots performed a synchronized show, demonstrating high precision in movement and coordination, with over a hundred four-legged robots mimicking pandas in a large-scale group performance [11]. - The performance highlighted the engineering maturity of Magic Atom's algorithms, emphasizing the need for seamless integration of design aesthetics, engineering capabilities, and system coordination [11].

Group 1 - The 2026 Spring Festival Gala featured four robot companies, which significantly boosted consumer interest and sales in the robotics market [1] - JD.com reported a surge in robot-related metrics during the gala, with search volume increasing over 300%, customer inquiries up 460%, and order volume rising by 150% within the first two hours [1] - The new orders for robots were distributed across more than 100 cities in China, indicating a broad market appeal from first-tier cities to smaller counties [1] Group 2 - The Galbot G1 from Galaxy General was sold out, with two units valued at nearly 630,000 yuan being purchased instantly, prompting the company to ramp up production to meet demand [2] - The UTree G1 humanoid robot was showcased but the Spring Festival version was not available for sale; the standard version is priced at 85,000 yuan [2] - Magic Atom's Spring Festival edition panda robot sold for 2,026 yuan and is already sold out, while their MagicDog Edu is priced at 49,999 yuan [2] - Multiple models of the "Little Mischief N2" and "Little Bumi" humanoid robots from Songyan Power were featured, with prices ranging from 9,998 yuan to 69,900 yuan [2]

2026年央视春晚，除了演艺明星的精彩亮相，最热闹的莫过于一场"国产机器人PK赛"！松延动力、宇树科技、魔法原子、银河通用四家具身智能企业同台 竞技，分别在小品、武术、歌舞、微电影中惊艳登场，承包了春晚多个高光时刻，台下掌声不断，全网刷屏叫好。 宇树机器人续写传奇，携手塔沟武校带来《武BOT》，空翻、耍棍依旧热血，延续去年《秧BOT》的火爆。松延动力搭档蔡明，在小品《奶奶的最爱》中温 情出镜，互动自然不生硬。魔法原子更是创下纪录，上百台四足机器人同步演绎，还在《智造未来》中伴舞，完成同尺寸人形机器人首个"托马斯360°"特 技。银河通用则亮相沈腾马丽的微电影。 不可否认，这场机器人PK赛，让全世界都看到了中国具身智能的飞速崛起——中国已占据全球具身智能80%以上的出货量，从曾经的技术追赶，到如今批 量登上春晚舞台，国产机器人的进步有目共睹，值得所有掌声与骄傲。 但热闹过后，我们更该保持冷静。在一片赞誉声中，有3个扎心问题，始终逃不掉，也值得整个行业深思——国产机器人的崛起，到底是真实实力的体现， 还是资本催生的泡沫？惊艳的舞台表演，能等同于实用价值吗？我们真的已经"遥遥领先"，无需再正视差距了吗？ 第一个问题 ...