意料之中，机器人又要上春晚了。 1月17日，央视总台官宣，2026年春节联欢晚会，将是"科技+艺术"的再度进阶。明确机器人将再度登台。 去年，机器人只是在人群里扭秧歌，今年可能要秀一把踢腿和高难度后空翻。 早在一个月前，关于机器人上春晚的消息就传开了，36氪在报道中提及，为了争夺春晚赞助席位，智元机器人报价6000万，被宇树抬到1个亿。 智元否认参与竞价，宇树没有做出公开回应。 从各种路透消息来看，今年在主会场登台的人形机器人，似乎还是来自宇树。 一个急于撇清，一个讳莫如深，这场罗生门的背后，是两家国内头部具身智能企业对话语权的争夺。 明争暗斗的火药味还在持续弥漫 1月8日，国际机构Omdia发布2025年全球人形机器人出货量榜单，数据显示，智元以5168台登顶，宇树以 4200 台屈居第二。 | Table 1: Robotics shipments by vendor, 2024 and 2025 | | | | --- | --- | --- | | Vendor | 2024 | 2025 | | AGIBOT | 600 | 5,168 | | Unitree | 800 | 4,200 | | U ...

"股改是优化资本结构的重要步骤，为未来潜在资本运作预留空间。"众擎机器人方面亦向记者回应称， 此次股改意在优化股东结构与资本架构，为公司未来融资、股权激励和战略投资提供更灵活的空间。同 时也为技术研发投入、海外市场拓展及产业链资源整合提供资本保障。 截至目前，国内具身智能赛道已有8家创业公司释放明确的上市动向或完成股改：宇树科技正在冲刺 IPO，乐聚机器人、云深处科技启动了上市辅导；完成股改的智元机器人和银河通用则传出赴港股上市 的消息，但两家公司均予以否认。另外，傅利叶也于2025年7月完成股改。 这些公司中，宇树科技被外界视为上市确定性较高的一家。一位关注具身智能上下游的投资人向南都记 者表示，若宇树科技在2026年顺利上市，可能对资本市场产生双重影响：一方面，提振二级市场的机器 人概念股；另一方面，由于同一赛道的上市名额有限，宇树科技上市后，人形机器人整机本体公司的一 级市场热度可能变得更冷。 据其进一步分析，当一些具身智能公司将估值拉升到百亿元规模后，IPO几乎成为投资人唯一的退出路 径。如果把估值控制在20亿元到40亿元之间，则仍有可能寻求被上市公司并购。 南都记者1月23日了解到，星海图和众擎机器 ...

Core Insights - The global humanoid robot market is expected to experience explosive growth by 2025, with an estimated shipment of 18,000 units and sales revenue of approximately $440 million, representing a significant year-on-year increase of 508% [1] - Chinese manufacturers dominate the market, with Zhiyuan Robotics and Yuzhu Technology leading with around 5,000 units shipped, while international firms are still in the pilot phase [1] - Full-sized humanoid robots are projected to account for 41.6% of the overall market revenue in 2025 due to their wide applicability and high unit price [1] Industry Trends - The humanoid robot industry is transitioning from hardware sales to a model that includes Robot as a Service (RaaS), operational services, and platform ecosystems [1][4] - The focus of competition is shifting from hardware performance to technological depth, service capabilities, and ecosystem development, with leading firms expected to continue expanding their advantages [1] - The demand for humanoid robots is diversifying across six main application areas: entertainment, education, data collection, guiding and shopping, industrial manufacturing, and warehousing logistics [4] Technological Developments - Humanoid robots are moving from laboratory validation to engineering implementation, with advancements in the coordination of the body, cerebellum (motor control), and brain (cognitive decision-making) systems [3] - Modular and lightweight designs are enhancing system stability and deployment convenience, while end-to-end embodied intelligent models are enabling higher levels of autonomous operation and human-robot collaboration in complex scenarios [3] Market Dynamics - The global humanoid robot industry is shifting from a phase of broad participation to one characterized by concentration among leading firms and differentiation among tiers [4] - As technology matures and application scenarios expand, the market is entering a rapid development phase with clear distinctions in market strategies, technical capabilities, and ecosystem layouts between leading and smaller firms [4]

Core Insights - Zhangjiang Robot Valley has established itself as a key area for embodied intelligent robotics in Shanghai, showcasing a robust industrial layout and vibrant ecosystem in 2025 [1] Group 1: Industrial Layout and Key Projects - The Zhangjiang Robot Valley covers a total area of 4.2 square kilometers and is positioned as a core area for the embodied intelligent robotics industry in Pudong New District [5] - The first phase of the Zhangjiang Robot Valley platform, with a total construction area of 110,000 square meters, has been completed, enhancing the region's capacity for high-quality development in the robotics industry [7] Group 2: Leading Enterprises and Complete Industry Chain - A clear and complete industry chain has formed in Zhangjiang Robot Valley, with nearly 100 companies in the embodied intelligent industry, covering complete machines, software, core components, and supporting services [15] - Major companies like Zhuoyide Robotics and Green Harmonic have established their headquarters in the valley, contributing to the innovation and collaboration within the industry [13][15] - The establishment of the "Zhuoyide Ecosystem Accelerator" aims to support core component R&D and technology transfer, enhancing the overall industry ecosystem [13] Group 3: Ecosystem Development and Services - Zhangjiang Robot Valley is committed to building a comprehensive industrial ecosystem, providing full-chain services from R&D to market promotion, thus driving both industrial and innovation ecosystems [20] - The valley hosted over 60 industry events in the year, including the flagship "2025 Zhangjiang Embodied Intelligence Developer Conference," which attracted over 200 companies and 5,000 experts [21] - The establishment of the first engineering series digital technology professional title application policy briefing in Shanghai aims to support talent development in robotics and intelligent manufacturing [23] Group 4: Future Development Plans - In 2026, Zhangjiang Group plans to strengthen its industrial organization capabilities, focusing on four core capability platforms and five element guarantee platforms to accelerate the construction of the embodied intelligent industry cluster [26] - The focus will remain on humanoid robots, high-end medical robots, and intelligent service robots, aiming to create a leading global ecosystem for embodied intelligent robotics [26]

Core Viewpoint - The article highlights the announcement of Johnny Huang Jingyu as the 009th space tourist by Beijing ChuanYueZhe Manned Space Technology Co., Ltd, marking a significant step in China's commercial space tourism industry [3][5]. Group 1: Company Overview - Beijing ChuanYueZhe Manned Space Technology Co., Ltd, established in January 2023, is China's first commercial manned space technology company focused on developing reusable manned spacecraft and operating space tourism [11]. - The company plans to complete the development of a suborbital reusable manned spacecraft within 3-4 years and aims to achieve space tourism in China and Asia by around 2028 [11]. Group 2: Space Tourism Developments - The company has begun pre-sales for space tickets priced at 3 million yuan each, with a 10% deposit required to secure a spot [8]. - As of now, over ten paid space tourists from various fields, including academia, business, and entertainment, have signed contracts with the company [11]. Group 3: Technological Milestones - On January 18, 2023, the company successfully completed a comprehensive verification test of the landing buffer system for its manned spacecraft test module, marking it as the first commercial space enterprise in China to validate this technology [11]. - The successful test positions the company as the third globally to develop and validate landing buffer technology for manned spacecraft [11]. Group 4: Key Personnel - Qiu Heng, CMO of Zhiyuan Robotics, became the first person to purchase a commercial space ticket in China, representing a significant milestone in the commercial space sector [10]. - Notable signatories for the space tourism program include prominent figures such as Chinese Academy of Engineering academician Li Lihuan and poet Lin Xiaoyan [11].

1月22日，珠海市召开经济工作新闻发布会，珠海高新区党工委副书记、管委会主任高磊现场介绍了 2026年高新区产业发展与科技创新重点布局。 高磊接受南都记者采访时表示，2025年高新区以"三新融合"推动珠西科学城核心区建设全面提速，一批 创新中心投入运营，城市级智能微电网、低空经济等新赛道逐步展开，与港澳科技合作持续深化，核心 区建设正从"规划图"加速转为"施工图"。 高新区将依托珠西科学城港澳青创梦工厂，引进孵化不少于15个港澳青年项目；探索在香港科技园设立 联合创新中心，推动形成"赴港落地、返珠扩产、在港上市"的企业发展路径，目标培育10家以上标杆企 业。 同时，继续举办高校科技成果转化活动，推动虚拟实验室汇聚超20家高校院所资源，共享设备超2000台 套。依托省南方海洋实验室、珠海中科先进院创新科技园等平台，建设粤港澳大湾区生物医药成果转化 示范基地。 近日，高新区知识产权协同运营中心获评省"优秀"单位，将进一步畅通"专利—资产"转化通道，助力企 业知识产权变现。 布局新兴产业，低空经济、机器人、半导体集群并进 高新区将依托全省唯一的半导体和集成电路特色产业园，推动化合物半导体与特色工艺集群建设，支持 迈 ...

Core Insights - The rise of humanoid robot rentals in Huaqiangbei was driven by a "curiosity effect," peaking in early 2025, but this trend has since declined as many rental shops have shifted to selling AI robots and live-streaming equipment [1][2] Group 1: Market Dynamics - During the peak rental period, daily rental prices for humanoid robots soared to between 18,000 and 25,000 yuan, with a significant demand that made them hard to find [2] - The current rental prices have decreased significantly, with humanoid robots now renting for 4,000 to 5,000 yuan per day, and robotic dogs around 300 yuan [5] - The rental market is evolving from merely renting equipment to providing comprehensive service capabilities, emphasizing delivery and stability [3] Group 2: Business Model Changes - The global robot selection center in Huaqiangbei integrates rental, sales, and service development, moving away from the previous scattered rental model [2][4] - Most robot companies do not directly offer rental services, with some only providing loans to familiar clients, indicating a shift in how rental services are approached [6] - The rental market is divided into short-term rentals for events and long-term rentals for practical applications, with the latter being more stable but not necessarily cost-effective [7] Group 3: Platform Development - The launch of the "Qingtian Rental" platform aims to consolidate scattered rental resources, addressing the challenges of finding suitable robots for various events [8] - The Chinese robot market surpassed 150 billion yuan in 2025, with rental model penetration increasing by over 300% compared to five years prior [8] - The emergence of platforms is seen as a positive development, potentially improving service quality and reducing market chaos, even if it does not necessarily increase profitability [9]

点击下方 卡片 ，关注" 具身智能 之心 "公众号 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 Omdia近段时间发布的2025年全球人形机器人出货量报告，引起了一场不小的风波。多家媒体转发，其中排行榜单上显示智元机器人以5168台作为榜首，中 国企业出货全球占比超过80%。从数量上来看，出货量在500套及以上的公司一共有四家：智元机器人、宇树、优必选，乐聚机器人（都是中国企业）。 虽然国内企业遥遥领先海外，但作为人形机器人领域的巨头宇树科技对数量有疑议，昨日在官方微信公众号上正式发文澄清："并未对外透露任何销售数 据，我们的人形机器人交付早已超5500台，订单则更多！"。 关于宇树2025年销量数据的澄清 2026年1月22日 | Table 1: Robotics shipments by vendor, 2024 and 2025 | | | | --- | --- | --- | | Vendor | 2024 | 2025 | | AGIBOT | 600 | 5,168 | | Unit ...

Economic Performance - Shanghai's GDP surpassed 5.6 trillion yuan in 2025, growing by 5.4% year-on-year, which is higher than the national average [1] - From 2023 to 2025, Shanghai's GDP growth rate improved significantly, moving from below the national average to exceeding it by 0.4 percentage points [1] Innovation and Development - Shanghai is home to innovative projects like the "Louis" concept landmark and the "Magic City" cruise ship, showcasing its ability to attract global attention and enhance commercial activity [2][3] - The city has established a robust ecosystem for technology and innovation, with significant advancements in AI, robotics, and biomedicine, leading to a rapid growth in its three leading industries, which reached 1.8 trillion yuan in 2024 [7] Infrastructure and Connectivity - The construction of the new "Oriental Hub" in Pudong aims to facilitate international business cooperation and enhance cross-border movement of goods and people, positioning Shanghai as a key global connector [9] - Shanghai's port has achieved a record container throughput of over 50 million standard containers in 2024, maintaining its status as the world's busiest port for 16 consecutive years [2] Future Outlook - Shanghai's continuous pursuit of innovation and its strategic alignment with national development goals suggest a strong potential for sustained economic growth in the coming years [12][13] - The city's ability to adapt and explore new opportunities outside traditional centers indicates a promising trajectory for future investments and developments [10][11]

Group 1 - The core point of the article is that Yuzhu has clarified its 2025 sales data, stating that it has never disclosed this information before and that the actual shipment of humanoid robots will exceed 5,500 units [1] - Yuzhu specifies that the 2025 production of humanoid robots will exceed 6,500 units, and these figures do not include other types of robots [1] - The company advises against comparing different types of robots as they have diverse forms and functionalities [1] Group 2 - A report from market research firm Omdia predicts that Yuzhu will rank second in robot shipments in 2025 with 4,200 units, while Zhiyuan Robotics is expected to lead with 5,168 units [4] - Yuzhu's first national store is set to open on December 31, 2025, in Beijing's JD MALL, allowing customers to experience and purchase robot products directly [4][6] - The store will support self-service ordering through a mini-program and will offer delivery options [6] Group 3 - On December 13, 2025, Yuzhu launched a humanoid robot "App Store," enabling users to upload and share trained models for various skills, enhancing user experience [6] - Yuzhu's IPO counseling work has been completed, with plans to apply for a domestic IPO, indicating its entry into the capital market [7] - The company has established stable partnerships with several A-share and Hong Kong-listed companies [7]