图源：微博截图 2025蛇年春晚上，宇树科技一枝独秀。到了2026马年春晚，成了一个「百花争鸣」的局面。根据官方节目单，今年有魔法原子、宇树科技、松延动力、银河 通用四家机器人公司登上了春晚舞台。去年还是伴舞，今年就融入了小品、武术、歌曲、微电影四大类型。 一转眼，就到了大年初一。小雷在这给大家先拜个年，祝愿大家在新的一年里身体健康，所愿皆所得！ 话说回来，春晚你们有看吗？小雷昨晚看了几个节目，感觉今年的春晚科技感很浓。 昨天下午，央视官方公布了春晚节目单。不知道大家有没有留意到，好几个节目都有「机器人」的出现。今年它们表现如何呢？ 嚯，这跨越程度，感觉就像是一个去年还在牙牙学语的孩子，今年已经能说一口流利的英文。 小雷留意到，2 月 16 日晚上，"机器人全面入侵春晚"话题登上微博热搜第一。2 月 17 日早上，春晚总导演回应了机器人浓度高，这个话题也上了热搜榜。 图源：微博截图 作为连续三年登上春晚的"三朝元老"，宇树科技依然带了惊喜给我们。在武术节目《武 BOT》里面，宇树派出了人形机器人 G1 和 H2，展示了醉拳和双截 棍等动作。 虽然中途出了一个摔倒的小插曲，不过在晚会后，宇树科技创始人王兴兴表示 ...

Core Insights - The 2026 Spring Festival Gala featured four robot companies, showcasing the advancement of China's robotics industry and its integration into mainstream entertainment [1][4] - The event significantly boosted the sales and visibility of robots, with a reported 300% increase in search volume and 150% increase in orders on JD.com shortly after the gala [2][4] Group 1: Industry Impact - The appearance of robots at the Spring Festival Gala marks a critical commercialization phase for the industry, highlighting a collective strategy among companies [4][5] - The gala serves as a platform for brand recognition, allowing companies to reach a vast audience and potentially gain a first-mover advantage in consumer awareness [5][12] - The event is expected to create a "breaking the circle" effect, enhancing brand influence and consumer recognition for the participating companies [5][12] Group 2: Technological Advancements - Companies faced high standards for product stability and reliability during the live performance, which served as a rigorous test for their robotic technologies [6][7] - The preparation for the gala involved overcoming multiple technical challenges, with companies like Songyan Power demonstrating advanced motion control and algorithm optimization [6][8] - The robots showcased at the gala included various models designed for different applications, indicating a diversification in product offerings [11][12] Group 3: Market Trends and Future Outlook - The robotics industry is experiencing a surge in investment interest, with expectations of increased funding in 2026, particularly for leading companies [13][14] - The competitive landscape is evolving, with companies needing to deliver tangible technological or commercial results by 2026 to avoid market exit risks [13][14] - The Spring Festival Gala is anticipated to accelerate the commercialization of humanoid robots, pushing them from novelty items to essential products in various sectors [12][13]

中国机器人产业立体化的状态 总台马年春晚总导演于蕾说，春晚直播结束，主创团队就像考试结束，接下来就是等待观众"阅卷"。大家很享受筹备和直播的过程，会为零点准时倒计时 欢呼，也会为了虚拟团队呈现欢呼。今年的春晚机器人"浓度"超高，希望通过节目让观众看到中国机器人产业立体化的状态。 今年春晚，多个关于机器人的话题冲上热搜。 | ■ 机器人cos撒贝宁 团 | 1312037 | | --- | --- | | ■ 蔡明推出了蔡明 ■ | 1799279 | | © 蔡明仿生机器人30年返场 ■ | 2221606 | 据了解，在2025年央视春晚上，宇树科技的机器人靠节目《秧bot》一炮走红；今年，宇树科技、魔法原子、银河通用、松延动力四家机器人企业亮相 2026年央视春晚，分别参与了舞蹈、武术、微电影、小品等节目，十分全能。 春晚总导演：希望通过节目让观众看到 总台马年春晚副总导演杨觐梦介绍说，今天的节目中，机器人很争气，动作超出了导演组的预期。去年扭秧歌，今年希望有点新的动作，所以有了武术、 跑酷。 △机器人跳马动作连贯 △机器人展示"醉拳" 宇树科技机器人舞台上摔倒？ 值得注意的是，春晚《武BOT》节目中， ...

除了央视春晚，各大卫视春晚也引入了机器人表演。例如，智元机器人亮相河南卫视，众擎机器人亮相 深圳卫视，光谷东智机器人亮相湖北卫视。 渤海证券指出，春晚作为国民级的品牌传播平台，将对人形机器人品牌破圈、商业化提速起到正向积极 作用，有望再次掀起社会各界对人形机器人的广泛关注。目前人形机器人行业维持高景气，国内已有多 家公司开展IPO进程，2026年作为行业发展关键节点，建议持续关注产业链投资布局机会。 马年春晚机器人再度火爆刷屏，宇树科技、魔法原子、银河通用、松延动力四家机器人企业亮相2026年 央视春晚。具身智能机器人以语言类演出、歌曲演出、武术演出、微电影演出等形式组团上"春晚"。 据悉，春晚开播两小时（2月16日20:00-22:00），京东机器人搜索量环比增长超300%，客服问询量增长 460%，订单量增长150%。新增订单覆盖全国100多座城市，从一线城市到大小县域均有分布。 浙商证券指出，2026年判断机器人板块进入1-10演绎阶段，特斯拉机器人链上半年落地定点与供应链进 行产能准备，下半年开始逐渐进入量产阶段，国内机器人本体跟进，国内外本体供应链共振，预计真正 的供应链有望展开持续性行情，非核心圈 ...

Core Viewpoint - The 2026 Spring Festival Gala showcased a high density of robotics and AI technologies, marking a significant transformation in the integration of these technologies into mainstream entertainment and their potential commercial applications [2][4][25]. Robotics Showcase - The Spring Festival Gala featured a record number of robotics performances, with companies like Yushutech, Songyan Power, Magic Atom, and Galaxy General demonstrating significant advancements in humanoid robotics through various forms of entertainment [3][12]. - Yushutech's performance included high-difficulty martial arts routines with their humanoid robots G1 and H2, showcasing unprecedented dynamic coordination and cluster control technology [5][7]. - Songyan Power's humanoid robots performed in a skit, achieving a high level of realism in facial expressions and movements, which was a result of intensive development over 30 days [12][14]. - Magic Atom and Galaxy General also contributed to the gala with innovative performances, including a unique stunt by Magic Atom's robot and practical tasks by Galaxy General's robot [15]. AI Integration - The AI presence at the gala reached an all-time high, with ByteDance's Seedance 2.0 model being a key technological component, enabling real-time generation of visuals during performances [18][21]. - The Ant Group's AI health application, Aifu, gained significant attention, reflecting a growing trend of integrating health management technology into everyday life [21]. Broader Technological Landscape - The gala highlighted advancements in various technological sectors, including embodied intelligence, renewable energy, and low-altitude economy, presenting a comprehensive view of China's technological progress [24]. - Companies like Chasing Technology and Huawei showcased their innovations, with Huawei's Mate 80 Pro Max being the first mobile device to integrate with a broadcast-level transmission system for the gala [24]. Market Implications - The visibility of robotics companies like Yushutech and Songyan Power at the gala has sparked interest in their respective stocks and the broader market, focusing on their IPO progress and production capabilities [25]. - Analysts noted that the gala served as a "super roadshow" for Chinese tech companies, emphasizing the importance of translating stage technology into practical products for sustained competitive advantage [25].

春晚《武BOT》节目中，一台宇树机器人打着醉拳"摔倒"在地，"是故意的还是不小心的？" 网友热议纷纷。对此宇树CEO王兴兴给出回应："剧情需要，打醉拳的时候有要倒不倒的状态，如果机 器人倒了以后再自己站起来，会非常帅，非常符合醉拳的意境。" 来源| 新华社、红星新闻、潮新闻 1月，宇树科技官宣成为"中央广播电视总台2026年春晚机器人合作伙伴"。该公司当时表示："从2021年 牛年春晚机器牛'犇犇'的初次亮相，到去年由张艺谋导演执导的人形机器人《秧BOT》的'现象级'破 圈，2026年我们将再度携手总台，奉献一场引领全球科技进步的除夕盛宴。" 据《财经》杂志报道，宇树科技已连续五年实现盈利，2025年上半年净利润超过3亿元。公司年度营收 超10亿元，其中四足机器人约占65%，人形机器人约占30%。宇树方面披露，2025年其人形机器人实际 出货量超5500台，本体量产下线超6500台。 今年春晚共有四家机器人企业参与节目演出，除宇树科技外，还包括松延动力、魔法原子、银河通用。 这是总台春晚历史上机器人企业参与数量最多的一次。 据报道，2026年春晚机器人合作权益报价在6000万元至1亿元之间，部分独家权益甚至高 ...

Core Viewpoint - The 2026 Spring Festival Gala showcased impressive robot performances, leading to a significant increase in robot sales, particularly for companies like Unitree Technology, Magic Atom, Galaxy General, and Songyan Power [1] Company Highlights - Unitree Technology launched the G1 EDU U2 advanced version robot for sale on platforms like JD.com and Douyin following its appearance on the Spring Festival Gala [1] - The official flagship store of Unitree saw a surge of 30,000 fans during a live broadcast on New Year's Eve, with over 8 million viewers in total [1] - The G1 EDU U2 advanced version is priced at 208,850 yuan, with home delivery available but no option for a 7-day return policy [1] Industry Trends - The live demonstration of the Spring Festival Gala robots attracted significant online engagement, with many viewers placing orders for products like robotic dogs during the broadcast [1] - A lottery event by Doubao included 25 units of the G1 EDU U2 advanced version, indicating a growing interest in robotic products among consumers [1]

【文/观察者网 王恺雯】打醉拳、回旋踢、演小品……2026马年春晚，国产人形机器人再次亮相，各种 技能的进步像是开了倍速，惊艳国人的同时，也引发外媒关注。 路透社称，机器人表演现身春晚这一重要舞台，既展示了中国最前沿的产业政策，也凸显了中国在主导 人形机器人和未来制造领域方面的努力。 今年春晚，来自宇树科技、银河通用、松延动力、魔法原子四家人形机器人初创公司的产品组团登场， 创下了春晚历史上机器人品牌集中登台的新纪录。 路透社注意到，在武术表演《武BOT》中，十余台宇树人形机器人与人类儿童演员近距离互动，挥舞 刀、棍和双节棍，完成了复杂的对打动作。 不仅如此，这些机器人还精准演绎出中国"醉拳"摇晃不稳的步态，展示了多机器人协同和故障恢复方面 的创新，即机器人在跌倒后能够自行起身。 宇树科技创始人王兴兴对央视新闻表示，今年机器人在快速奔跑中完成了穿插变阵和武术动作，这种高 动态、高协同的集群控制技术是全球首次亮相。 在小品《奶奶的最爱》中，松延动力的机器人和人类同台演出，这是人形机器人第一次出现在春晚语言 类节目中。 中国"初代机器人"蔡明不但和"同款"仿生机器人同框，还和人工智能助手豆包进行互动。 宇树机器 ...

Core Insights - The 2026 Spring Festival Gala showcased a remarkable performance featuring humanoid robots, highlighting advancements in China's robotics industry and the integration of technology, art, and culture [1][2] Group 1: Performance Highlights - Four leading humanoid robot companies—Songyan Power, Galaxy General, Yushu Technology, and Magic Atom—collaborated to present distinct performances, showcasing their unique technological strengths and the diverse development paths of domestic humanoid robots [2][12] - Songyan Power demonstrated high dynamic motion control with continuous jumps and flips, while Galaxy General showcased the Galbot G1 robot in a new retail scenario, emphasizing the advantages of large embodied models [2][11] Group 2: Technical Preparation - The preparation for the performance was extensive, with Songyan Power creating a 1:1 stage environment for rigorous training, ensuring precision in movements and system reliability [11] - Galaxy General utilized a strong model generalization capability to adapt to complex stage lighting and accurately grasp various objects, with nearly two months spent on rehearsals and adjustments [11] Group 3: Industry Implications - The Spring Festival Gala is viewed as a critical platform for demonstrating the maturity and reliability of humanoid robot technologies, with 2026 expected to be a pivotal year for large-scale applications [12][13] - Songyan Power's robots are being integrated into educational settings, while Galaxy General is expanding its humanoid robot solutions in retail and logistics, indicating a shift from performance to practical applications [12][13] - The collaboration of these companies reflects China's diverse technological routes and rapid iteration capabilities in the humanoid robotics sector, moving from imitation to innovation in key areas [13]

▲马年春晚，一系列机器人节目成了亮点。图/央视新闻 撰稿/江城(媒体人)首席编辑/何睿校对/翟永军 机器人扎堆儿出现在春晚大舞台上，更令人欣喜的是，这意味着中国机器人产业已不只是单点突破，而是形成了集群效应。 工信部数据，2025年国内整机企业数量超140家，发布人形机器人产品超330款；同时，中国信通院发布的《人形机器人产业发展白皮书(2025)》显示， 2025年全球人形机器人市场规模达170亿元，中国市场规模突破85亿元，全球占比超50%。 这还只是走到前台的机器人企业，其背后还有AI处理、语音识别、精密制造等产业链条的协同支撑。正是这些全方位扎实的基础能力，最终托举起了舞 台上那几分钟的惊艳。 除夕夜，央视春晚如期开场。今年春晚的亮点之一，就是一系列机器人节目"硬控"观众的目光，春晚机器人站C位的相关话题，迅速冲上了热搜。 其中，宇树科技机器人参演的《武BOT》，腾空而起的后空翻、招式凌厉的舞剑，复杂的武打动作再次惊艳舞台；松延动力机器人参演的《奶奶的最爱》 小品，"初代机器人"蔡明与现代机器人搭档，讲述了技术伦理的温情；魔法原子机器人参演的《智造未来》歌曲，与一众明星同台演绎互动；银河通用机 器人则 ...