本文转自【智通财经】； 继2025年人形机器人首次登上春晚后，2026年马年春晚进一步扩大阵容，多家国产机器人企业集体亮相。 据央视新闻报道，总台编务会议成员姜文波此前在春晚新闻发布会上，今年具身机器人将在春晚"舞"出新高度。而科技日报则透露，经过一年来 持续创新，机器人在技术性能与艺术表现力方面实现迭代升级，将在春晚武术、语言类节目中，集群化编队精准完成富有层次的队形变换及高难 度动作表演。 春晚官方视频显示，第三次登台春晚的宇树科技，其人形机器人将与舞蹈演员搭档。据悉，宇树将携其G1/H1人形机器人带来全新节目《骐骥新 姿》。 首登春晚的魔法原子虽未披露具体节目内容，但据悉此次魔法原子将向观众展示中国智造的多元布局，提供打开未来生活的入口。 近日，魔法原子的高动态双足人形机器人Magicbot Z1成功完成了360度托马斯回旋、单手倒立、踢月腿等特技动作。2月4日，Magicbot Z1还在追 觅之夜上与四足机器人MagicDog组成"硅基伴舞天团"，与歌手萧敬腾共同表演，Magicbot Z1还进行了360度转体和单手倒立等展示。 银河通用同样尚未披露节目细节，据公司相关负责人此前对媒体表示，此次亮相的 ...

Core Insights - The evolution of sponsorship in the Spring Festival Gala reflects the changing landscape of the Chinese economy, transitioning from a production-driven era to a technology-driven era [4] Group 1: Historical Sponsorship Trends - The first sponsor of the Spring Festival Gala in 1984 was Jinan Kangbasi Clock Factory, which used 3,000 clocks as payment for a 10-second ad, leading to significant brand recognition and production growth [1] - In the 1990s, liquor and pharmaceutical companies emerged as major sponsors, with Kongfu Banquet Wine spending 30.79 million yuan in 1995, resulting in a sales surge to 918 million yuan the following year [1] - From 2003 to 2019, Midea Group dominated the zero-point advertising space, with ad costs rising from millions to tens of millions [1] Group 2: The Rise of Internet Giants - In 2015, Tencent spent 53.03 million yuan for exclusive sponsorship, launching the "Shake to Grab Red Envelopes" feature, which led to over 8.1 billion interactions in one night and significantly increased WeChat payment adoption [3] - The competition among internet giants intensified, with Alibaba, Baidu, Kuaishou, Douyin, JD, and Pinduoduo all vying for attention through massive red envelope giveaways, focusing on user engagement and data acquisition rather than mere brand exposure [3] Group 3: The Current Landscape and Future Trends - In 2026, traditional internet companies are still present, but new players in hard technology, particularly AI and robotics, are taking center stage [4] - ByteDance's Volcano Engine became the exclusive AI cloud partner for the 2026 Spring Festival Gala, showcasing AI's integration into interactive experiences, while several top robotics companies also participated [4] - This shift signifies a broader transition in the economy towards a technology-driven era, aligning with the national strategy of promoting "new quality productivity" [4]

Group 1 - The core event is the participation of humanoid robot companies in the CCTV Spring Festival Gala, which serves as a significant platform for brand exposure and technological showcase [1][2][3] - Four companies, including Yuzhu Technology, Magic Atom, Songyan Power, and Galaxy General, have confirmed their collaboration with the Spring Festival Gala, with an entry fee reportedly reaching 100 million yuan [1][2][3] - The industry sees the Spring Festival Gala as a chance for substantial brand recognition and potential growth in orders, valuations, and financing opportunities [3][4] Group 2 - Despite the excitement, the commercial application of humanoid robots remains limited, primarily in government, data collection, and service sectors [5][6] - The durability of components and manufacturing costs are significant challenges for the humanoid robot industry, with current dexterous hand solutions having a limited lifespan [5][6] - The number of humanoid robot-related companies in China has been steadily increasing, with 870 companies reported as of February 2026, predominantly located in East China [5][6] Group 3 - The Shanghai municipal government has outlined plans to advance artificial intelligence, focusing on key areas such as intelligent computing and AI models, which may benefit humanoid robot development [6][7] - Companies like Yuzhu Technology and Zhiyuan Robot are actively pursuing IPOs, indicating a growing interest in humanoid robots within the capital market [6][7] - The robot rental industry is also gaining traction, with significant demand observed during peak seasons, suggesting a growing market for robotic services [7][8]

以下文章来源于科创板日报 ，作者黄心怡 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 作为一家聚焦机械臂研发的机器人企业，睿尔曼智能科技与多家登上春晚的机器人公司在技术与产品方面有合作。目前其一体化关节模组年 产能已突破10万台，而2026年设定了实现百万台级关节模组年产能突破的明确目标。 谈及具身智能公司扎堆上春晚，公司创始人兼CEO郑随兵向记者表示，这反映了两个产业现实：一是头部企业对2026年行业趋势的预判，大 家都希望在关键窗口期抢占用户和资本心智；二是 行业开始从"实验室炫技"走向"规模化商用"，需要春晚这样的国民级舞台来向公众展示技术的 成熟性和商业化潜力。 今年春晚是史上机器人阵容最庞大的一次，已有松延动力、银河通用机器、魔法原子、宇树科技四家具身智能厂商官宣"赶考"2026年央视春 晚舞台。 去年宇树科技借春晚舞台实现品牌"破圈"， 直接点燃了今年机器人企业"上春晚"的热潮。记者从知情人士处获悉，今年不少机器人企业争相 谋求组团登陆春晚，但最终仅有少数入围。 在快思慢想研究院院长田丰看来，多品牌具身智能机器人亮相春晚，更像是继2025年春晚之后又一次面向全社会的 ...

来源：科创板日报 今年春晚是史上机器人阵容最庞大的一次，已有松延动力、银河通用机器、魔法原子、宇树科技四家具 身智能厂商官宣"赶考"2026年央视春晚舞台。 去年宇树科技借春晚舞台实现品牌"破圈"， 直接点燃了今年机器人企业"上春晚"的热潮。记者从知情 人士处获悉，今年不少机器人企业争相谋求组团登陆春晚，但最终仅有少数入围。 在快思慢想研究院院长田丰看来，多品牌具身智能机器人亮相春晚，更像是继2025年春晚之后又一次面 向全社会的"能力展示"。一方面，集中呈现了更多创新主体的涌现，体现出产业整体的加速发展；另一 方面，通过多样化形式展示人形机器人在运动控制、多机协同、人机交互及系统稳定性等方面的进步， 让公众更直观地感知技术成熟度的提升。 不过，对于人形机器人扎堆上春晚也有不同声音。有观点认为，机器人在舞台上的表现多为预设动作的 编排，缺乏实际应用场景的支撑，其象征意义大于实用价值。睿尔曼智能科技创始人兼CEO郑随兵表 示，对企业而言，真正的挑战在于能否将春晚获得的大量曝光和关注，迅速转化为清晰、可信的商业叙 事，也就是能够让机器人真正"用起来"和"用出价值"，是关键所在。 赞助费或达亿级门槛 厂商仍竞相涌入 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [3][6] Core Insights - The report highlights the collaboration between Songyan Power and Chasing Technology as a key event, marking their partnership for the 2026 Spring Festival Gala [1][3] - Songyan Power has signed strategic cooperation agreements with various companies to enhance robot training and operational capabilities, indicating a strong industry network [2][3] - Chasing Technology has established strategic partnerships with multiple firms to advance its smart appliance offerings, showcasing its commitment to innovation and quality [4][3] Summary by Relevant Sections Songyan Power Developments - Songyan Power has entered into a strategic cooperation agreement with Fengyuzhu to integrate high-precision motion capture systems with its robot control technology [2][3] - The company received additional investment from Shoucheng Holdings, amounting to several million RMB, to support its growth [2][3] - Strategic collaborations with companies like Liyade and Shengshi Technology aim to create a comprehensive ecosystem for robot development and market integration [2][3] Chasing Technology Developments - Chasing Technology has partnered with various firms, including Green Harmonics and Hesheng Technology, to enhance product quality and innovation in smart appliances [4][3] - The company is focusing on the development of intelligent cleaning appliances, with significant collaborations aimed at improving product performance and user experience [4][3] - Strategic agreements with companies like HeSai Technology will provide advanced components for Chasing's robotic lawn mowers, further enhancing its market competitiveness [4][3]

编者按：2025年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停 下。 经济观察报记者任晓宁 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫 地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈陷入了一种"无所不能"的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别 了一夜暴富的粗放模式，漫剧直接降维打击，头部内容公司既兴奋又不安。 这不再是写份PPT就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下 去，并且要硬核地活下去，成了2025年TMT行业的共识。 2月初，银河通用创始人王鹤出现在北京中关村智源学者年会上，他是全场最受关注的人，主持人多次 提到银河通用是国内融资最多的具身智能公司。2026年央视春晚，银河通用的人形机器人将与宇树科 技、松延动力、魔法原子同台竞技。 2024年具身智能概念爆发，2025年则是这个行业从科幻走入现实、从实验室冲向工厂、从蓝图变为报表 的关键拐点。这一年，具身智能首次被写入政府工作报告，曾经高不可攀的人形机器人开始以万为单 ...

这不再是写份 PPT 就能拿到千万融资的时代，技术、商业化场景和生态优势，丢了哪头都不行。活下去，并且要硬核地活下去，成了 2025 年 TMT 行业的共 识。 2月初，银河通用创始人王鹤出现在北京中关村智源学者年会上，他是全场最受关注的人，主持人多次提到银河通用是国内融资最多的具身智能公司。2026 年央视春晚，银河通用的人形机器人将与宇树科技、松延动力、魔法原子同台竞技。 2024年具身智能概念爆发，2025年则是这个行业从科幻走入现实、从实验室冲向工厂、从蓝图变为报表的关键拐点。这一年，具身智能首次被写入政府工作 报告，曾经高不可攀的人形机器人开始以万为单位定价，出现在药店、电影院和汽车总装线上。 经济观察报 记者 任晓宁 编者按：2025 年，科技互联网的齿轮转动得比以往任何时候都要快。在技术洗牌的前夜，没有人敢停下。 我们看到，大厂在算力和大模型应用里厮杀，电商在监管与合规的夹缝中重塑底线。做无人机的去卷扫地机器人，一批公司蜂拥去做智能眼镜，整个硬件圈 陷入了一种 " 无所不能 " 的集体幻觉与入口焦虑。 我们也看到，人形机器人刚踉踉跄跄地走出实验室，在车间干些零活，就迎来残酷的价格战；短剧告别了一 ...

连日来，习近平总书记在北京考察并看望慰问基层干部群众时的重要讲话，引发了热烈反响。情真意切 的话语，给首都广大干部群众带来节日的温暖，激发起拼搏进取的干劲。大家纷纷表示，要立足本职岗 位，以首善标准抓实各项工作，在率先基本实现社会主义现代化进程中做示范。 聚焦科创服务首都发展大局 "总书记强调要'用好丰富的文化资源，促进文商旅体展融合发展'，为我们下一步工作提供了根本遵 循。"丰台区文化和旅游局局长吴婧说，"十四五"期间，丰台区以文化为魂、以旅游为媒，在首都全国 文化中心建设的宏伟蓝图中，交出了一份兼具厚度与温度的文旅发展答卷。丰台区古都、红色、京味、 创新四大特色文化资源丰富，未来将以"十五五"为新起点，全面推进"文化+"融合发展模式，构建"一轴 两带三区多点"发展新格局，加快卢沟桥文化公园建设，实现"馆桥城园岛河"一体化发展，重点围绕卢 沟桥、宛平城、长辛店策划好一系列的"文旅+"融合活动，为游客送上充满京味儿的文旅新场景，向着 北京全国文化中心重要承载区、首都西南部文商旅体展融合样板区的目标阔步前行，让千年文脉在新时 代焕发蓬勃生机。 "与总书记交流的科研人员和科技企业负责人中，有来自昌平区的北京脑科学 ...

Core Insights - The 2026 Spring Festival Gala will feature multiple intelligent robots, showcasing cutting-edge technology to enhance the festive experience for audiences nationwide [1] - JD's JoyInside has partnered with two key players, Magic Atom and Songyan Power, to present their robots at the gala, merging advanced technology with traditional New Year celebrations [1] Group 1: Robot Highlights - Songyan Power's humanoid robot "Bumi" is the world's first high-performance humanoid robot priced at around 10,000 yuan, equipped with JD's JoyInside for enhanced interactive capabilities [3] - JoyInside utilizes the JoyAI model, enabling Bumi to provide companionship across all age groups, with significant improvements in interaction frequency and advanced features like voice recognition and situational awareness [3][4] - Magic Atom's four-legged robot, MagicDog Pro, is the first in its category to express emotions autonomously, integrating advanced voice control and multi-modal perception for comprehensive user interaction [4] Group 2: Ecosystem Expansion - JD's JoyInside ecosystem has expanded to include over 40 partners in the robotics and AI toy sectors, enhancing its capabilities in intelligent interaction technology [5] - The company provides comprehensive support to its partners, including logistics and after-sales services, facilitating the transition from "product intelligence" to "service intelligence" [5] - During the 2026 goods festival, robots and AI toys integrated with JoyInside saw nearly a threefold increase in sales on JD's platform, indicating strong market acceptance and growth potential [5]