炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 宇树科技创始人王兴兴在采访中表示，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首次亮相，"这个动作非常实用，为后续机器人在其他场景集群或单台机 器人调度做好了铺垫"。 在小品《奶奶的最爱》节目中，具身智能企业松延动力的所有机器人产品全部亮相，包括N系列、E系 列、小布米与仿生人形机器人。春晚舞台上，小布米等人形机器人展示了后空翻、侧手翻、舞蹈等技 能，仿生机器人则还原了"机器人蔡明"，与扮演孙子的王天放"插科打诨"。 2月16日晚，2026年中央广播电视总台春节联欢晚会开播。宇树科技、松延动力、魔法原子、银河通用 等公司的具身智能机器人在春晚舞台高频曝光，冲上微博热搜。 以上图片来源：央视春晚截图 2026年春晚总导演于蕾此前在采访中表示，春晚节目将让观众感受到科技走进生活，展示当下的科创时 代，多家具身智能机器人分别以语言类演出、歌曲演出、武术演出、微电影演出等形式亮相春晚舞台。 此外，春晚视觉团队结合AI技术尝试突破创新，所有视觉变化都在央视一号演播厅内完成，给观众带 来新体验。 机器人在春晚 ...

其中蔡明、王天放和数台机器人共同出演小品《奶奶的最爱》，小品中真假孙子来了个大PK，机器人会撒娇、讲笑话，情绪价 值拉满；还会变魔术、后空翻，技能值爆表。 你看出来哪个是真正的蔡明了吗？ 这是时隔30年，蔡明再次出演机器人，上一次还是1996年春晚。 图源：春晚截图 机器人练武的节目《武BOT》也燃爆全场！ 从去年的《秧BOT》到今年的《武BOT》，机器人变身功夫小子，跳马、后空翻，动作连贯、招招精准。不仅如此，醉拳、双 节棍，它们也不在话下。丝滑连招，在春晚舞台上生动演绎赛博版"以武会友"。 为上春晚豪掷千金，四家机器人厂商同台pk 2月16日晚，2026年中央广播电视总台春节联欢晚会开播，机器人又来大展拳脚！ 银河通用成立于2023年5月，专注于通用机器人，已在商业、工业、医疗等场景中应用。2025年12月，银河通用完成新一轮3亿 美元融资，最新估值已达30亿美元。此前，银河通用完成股改，被认为是在为赴港上市做准备，但公司方对此作出了否认。 今年总台春晚已官宣的合作伙伴已超20家。其中，自去年蛇年央视春晚，宇树科技机器人凭借一把扭秧歌一炮走红后，春晚成 为机器人厂商的营销秀场。 经过一年，行业正快速演进至 ...

Group 1 - The U.S. has deployed 18 F-35 fighter jets to the Middle East amid high-stakes negotiations with Iran, indicating rising tensions in the region [2][7] - Gold imports by India in January reached $12.07 billion, highlighting the country's significant demand for gold [2][12] - The Hong Kong stock market showed resilience, closing up 0.52% at 26,705.94 points, with sectors like storage, semiconductors, and precious metals performing well [3][4] Group 2 - The WTI crude oil price increased by 1.48% to $63.6 per barrel, while Brent crude rose by 1.43% to $68.16 per barrel, reflecting market reactions to geopolitical developments [4][5] - The U.S. dollar index rose to 97.09 points, marking a 0.24% increase, indicating a strengthening dollar amidst global market fluctuations [4][5] - European stock indices showed mixed results, with Germany's DAX30 down 0.46% and the UK's FTSE 100 up 0.26%, reflecting varied investor sentiment across the region [2][5]

Group 1 - The core theme of the article revolves around the significant integration of AI technology in the 2026 Spring Festival Gala, marking a shift in sponsorship and performance dynamics towards tech-driven innovations [2][3][4]. - The presence of AI companies as sponsors, such as ByteDance's Volcano Engine and various robotics firms, indicates a new trend where hard tech is becoming a leading force in major cultural events [4][6][9]. Group 2 - The performance featuring Cai Ming and a lifelike robot symbolizes the evolution of public perception towards AI, transitioning from fear to acceptance and fascination over the past 30 years [10][12][18]. - The robot used in the skit "Grandma's Favorite" was developed by Songyan Power, showcasing advanced facial recognition and 3D modeling capabilities [21][22]. Group 3 - The article highlights the rapid advancements in robotics, with the performance of the Yushu robot demonstrating significant improvements in coordination and stability compared to previous years [28][30][41]. - The song "Creating the Future" reflects the integration of various technologies like VR, AI, and drones, emphasizing China's shift from manufacturing to intelligent creation [42][50]. Group 4 - The segment "Heavenly Flower God" is noted as a standout performance, utilizing Seedance 2.0 for impressive visual effects, showcasing the potential of AI in enhancing live performances [54][68]. - The gala achieved an unprecedented video quality of 8K resolution, indicating the use of advanced AI technologies for video enhancement [70][72]. Group 5 - The introduction of an AI-assisted version of the gala for accessibility, featuring sign language and AI-generated subtitles, represents a significant step towards inclusivity in media [87][89]. - The collaboration with AI applications like "Afu" from Ant Group illustrates the growing trend of integrating AI into various aspects of entertainment and health [99][101]. Group 6 - The article discusses the collaboration between Yushu Robotics and the game "Black Myth: Wukong," showcasing the intersection of gaming and robotics in cultural presentations [102][107]. - The appearance of the G1 robot in a microfilm highlights the practical applications of robotics in everyday scenarios, suggesting a future where intelligent machines become commonplace in households [112][116]. Group 7 - The historical context of the Spring Festival Gala is outlined, illustrating its evolution from a small-scale event in 1983 to a technologically advanced spectacle in 2026, with AI becoming a central element [119][123][128].

Core Viewpoint - The 2026 CCTV Spring Festival Gala showcased a significant advancement in humanoid robotics, with multiple companies demonstrating their technological capabilities, marking a shift in public perception of robots from cold machines to engaging companions [1][22]. Group 1: Industry Showcase - The presence of four companies—Yush Robot, Songyan Power, Magic Atom, and Galaxy General—at the Spring Festival Gala indicates a leap in China's humanoid robot capabilities compared to the previous year when only Yush Robot participated [1][22]. - The event served as a public demonstration of technological achievements in robotics, breaking stereotypes and fostering potential user interest in the industry [1][22]. Group 2: Technical Achievements - Songyan Power's humanoid robots performed in a skit, marking the first time humanoid robots participated in a language-based performance on the Spring Gala stage, showcasing their advanced motion control and emotional engagement capabilities [2][3][8]. - Yush Robot's performance included high-difficulty martial arts movements, demonstrating their robots' agility and precision, with the G1 robots executing complex maneuvers like flips and jumps [9][10][12]. - Magic Atom's robots exhibited real-time coordination and synchronization with human performers, highlighting their advanced motion control and collaborative capabilities [13][15]. Group 3: Commercial Implications - The Spring Festival Gala acts as a "super roadshow" for robot companies, enhancing their public visibility and potentially aiding in their IPO processes, with Yush Robot and Magic Atom already signaling intentions for public offerings [22][23]. - Galaxy General's robots demonstrated practical applications in everyday tasks, showcasing their "embodied large model" technology, which emphasizes autonomous decision-making and efficient collaboration in various scenarios [20][21]. Group 4: Future Industry Trends - The competition in the humanoid robotics industry is expected to shift from "body control" to a "brain competition," where the ability to process data and perform multiple tasks will become a critical barrier to entry for large-scale deployment [22][23]. - The Spring Festival Gala's exposure is anticipated to accelerate industry differentiation, with leading companies gaining advantages in valuation, financing, and technology, while newer entrants may face increased challenges [22][23].

马年春晚即将亮相，总台一号演播大厅里，四款人形机器人正各自"上岗"——有的登台表演，有的幕后 服务，共同完成一次从实验室到真实场景的集体检验。 舞台上的每一步，都是产业向前的一大步。这不仅是技术成果的集中展示，更是我国人形机器人产业落 实《人形机器人创新发展指导意见》国家战略、从技术突破走向场景落地的生动实践。从春晚舞台到千 行百业，人形机器人正快步走进我们的生活。 两届春晚，见证跨越。2025年蛇年春晚，宇树科技《秧BOT》完成人形机器人与传统文化融合的舞台首 秀；2026年马年春晚，银河通用、松延动力、宇树科技、魔法原子同台亮相，人形机器人应用场景全景 式呈现。从单点突破到全面进阶，两届春晚的接力，勾勒出中国人形机器人技术加速迭代的清晰轨迹。 ...

各大具身智能机器人厂商"扎堆登上春晚"。2月16日，在总台2026春晚上，宇树科技参演《武BOT》武 术节目，松延动力参演《奶奶的最爱》小品，魔法原子参演《智造未来》歌曲，银河通用参演《我最难 忘的今宵》贺岁微电影。#春晚成机器人超级路演场##谁是今年春晚赚钱顶流# 【#四家机器人厂商春晚同台pk#】 0:00 ...

Core Viewpoint - The Spring Festival Gala showcased a strong presence of robotics, featuring performances from four different companies, each highlighting unique aspects of their humanoid robots [1][10]. Group 1: Company Highlights - Songyan Power demonstrated various humanoid robots, including "Xiao Bu Mi" and "Xiao Wan Tong N2," which performed tricks and interacted with the audience, marking a nostalgic return for performer Cai Ming after 30 years [1][4]. - Yuzhu Technology, established in 2016, presented its upgraded robot "H2," which features advanced capabilities such as 31+ degrees of freedom and 360-degree environmental perception, and has achieved over 1 billion yuan in revenue [5][10]. - Magic Atom, the youngest company founded in 2024, showcased its robots "Gen1" and "Z1," which performed unique stunts and are based on self-developed technology, with plans to open 10,000 stores in the next couple of years [6][10]. - Galaxy General focuses on practical applications with its "wheel-foot composite" solution, allowing robots to navigate complex terrains and perform tasks like folding clothes and picking items in supermarkets [8][10]. Group 2: Market and Financial Developments - All four companies are rapidly advancing in technology and business, with significant interest in the capital market as they pursue IPOs [10]. - Yuzhu Technology is nearing its IPO on the Sci-Tech Innovation Board, having completed its IPO counseling in November [10]. - Magic Atom is also expected to make announcements regarding its market entry soon, while Songyan Power and Galaxy General have completed shareholding reforms to facilitate their IPO processes [10].

每经记者｜杨煜 每经编辑｜陈柯名 魏官红 宋思艰 抢着上春晚的除了明星，还有机器人。 2月16日除夕夜，魔法原子、银河通用、宇树科技及松延动力等机器人厂商登陆2026年央视春晚，而各地卫视春晚也以机器人参与节目及串场为特色。 当机器人从实验室和工厂车间走向亿万家庭团聚的荧幕中心，其背后交织的是一张由众多上市公司协同编织的生态网络。部分上市公司通过直接或间接股 权投资，早已锚定赛道内的核心玩家，部分上市公司则以核心供应商或战略合作伙伴的身份深度嵌入。 这场春晚"集体秀"能否如2025年宇树科技一般，再次点燃一个产业的新周期？繁华喧嚣的春晚舞台之下，产业真实的温度究竟如何？ 从一线企业的反馈中，我们得以窥见在乐观预期之外更为审慎的现实。多家被市场视为"概念股"的上市公司坦言，相关业务大多仍处于市场开拓、试样或 小批量订单阶段，对当前业绩的贡献尚微。 掘金机器人"春晚秀"背后朋友圈 央视春晚小品《奶奶的最爱》，多台松延动力机器人登场。 这场科技感十足的集体亮相，早已不只是一场单纯的视听表演，更成为资本市场观测具身智能产业脉动的窗口。 关于春晚机器人的多个话题冲上热搜。 春晚"大秀"之后，能否再掀机器人热潮？ 202 ...

2月16日，在今晚的中央广播电视总台《2026年春节联欢晚会》上，宇树科技参演《武BOT》武术节 目，松延动力参演《奶奶的最爱》小品，魔法原子参演《智造未来》歌曲，银河通用参演《我最难忘的 今宵》贺岁微电影。 2026年马年春晚，各大具身智能机器人厂商"扎堆登上春晚"。 （文章来源：21世纪经济报道） ...