今年的春晚，说不定啊要成为机器人行业的"年度产品发布会"了。 就在这几天，宇树科技、魔法原子、银河通用这几家中国顶尖的机器人公司，就像约好了一样，接连放 话要上2026年的春晚。 你可能会问：这些搞硬核科技的公司，为啥要花这么大心思，来抢一个文艺晚会的"出道位"呢？这背后 可不是简单地上个电视、露个脸那么简单。今天，我们就来聊聊"机器人"们为啥争着上春晚出道。 咱们先从一个老朋友说起——宇树科技。这家公司可是春晚的"三朝元老"了。早在2021年牛年春晚，他 们的机器牛"犇犇"就亮过相。去年更猛，他们的H1人形机器人在张艺谋导演的节目《秧BOT》里，穿 着花棉袄扭秧歌，直接火出圈！ 而今年另外两位新"选手"，来头也不小。 魔法原子，这家公司2024年1月才成立，由前小米"铁蛋"机器狗核心团队创立，妥妥的行业新贵，产品 线从四足机器狗到人形机器人都有。 在科技圈，能登上国家级最高规格的舞台，对于正在激烈竞争、急需融资和顶尖人才的创业公司来说， 是一张分量极重的"信用背书"。 有投资人透露，2025年春晚宇树机器人表演后，投资圈对机器人行业的关注度急速升温。之前觉得"太 贵、难落地"的项目，春晚后觉得"必须投，还得 ...

今年的春晚，说不定啊要成为机器人行业的"年度产品发布会"了。 就在这几天，宇树科技、魔法原子、银河通用这几家中国顶尖的机器人公司，就像约好了一样，接连放 话要上2026年的春晚。 你可能会问：这些搞硬核科技的公司，为啥要花这么大心思，来抢一个文艺晚会的"出道位"呢？这背后 可不是简单地上个电视、露个脸那么简单。今天，我们就来聊聊"机器人"们为啥争着上春晚出道。 咱们先从一个老朋友说起——宇树科技。这家公司可是春晚的"三朝元老"了。早在2021年牛年春晚，他 们的机器牛"犇犇"就亮过相。去年更猛，他们的H1人形机器人在张艺谋导演的节目《秧BOT》里，穿 着花棉袄扭秧歌，直接火出圈！ 而今年另外两位新"选手"，来头也不小。 魔法原子，这家公司2024年1月才成立，由前小米"铁蛋"机器狗核心团队创立，妥妥的行业新贵，产品 线从四足机器狗到人形机器人都有。 银河通用，他们主攻的是"具身大模型"，即专注为机器人打造一个能理解世界、自主决策的AI大脑。 2023年才成立，但融资速度像坐火箭，估值已经冲到了30亿美元。 那么问题来了：这些科技公司为啥非要上春晚呢？ 在科技圈，能登上国家级最高规格的舞台，对于正在激烈竞争、急 ...

具身行业发展到需要触达C端、建立国民级信任的关键点。 1月30日，机器人概念股自午后震荡拉升，天奇股份（002009.SZ）、百达精工（603331.SH）涨停，欧科亿 （688308.SH）涨超11.26%，机器人指数（884126.W）涨0.15%。 此次四家具身厂商与春晚的合作头衔各不相同，一位曾两次参与总台春晚机器人项目合作的行业人士对第一财 经记者表示，具体合作项目名称与头衔并不重要，本质都是商务合作。目前主要风险点在于，"机器人上春 晚"的预期已经被提前打满，但能否满足外界期待仍是未知数。比如行业可能期待机器人能够"啥都能干"，但 最后呈现的可能还是一个遥控的结果，并且跳舞这个类目已经很难继续突破，整体呈现效果未必能超越去年。 首程控股也同时投资了宇树科技、银河通用、松延动力，首程控股董事会秘书康雨对记者表示，机器人厂商密 集参与春晚舞台，一是验证了首程控股此前提出的投资逻辑，消费级、演出类、情绪价值类的应用是机器人在 发展初期的主要应用之一；其次，行业确实发展到需要触达C端、建立国民级信任的关键点；第三，该现象也 折射出2026 年行业逐渐从实验室技术验证转向商业化落地，对宇树、银河通用、松延动 ...

Core Insights - The article emphasizes the upcoming release of Optimus V3, which is expected to exceed performance expectations and has a production plan set for the end of 2026 [1][2] - Tesla's production capacity for Optimus is projected to reach 1 million units annually, with initial production starting at the Fremont factory [1] - The T-chain companies are currently experiencing a downward trend, but this is within expected parameters as they await further developments related to Optimus [3][4] Production and Capacity Planning - Optimus V3 is set to begin production in Q1, with a target of 2 units per week in January, increasing to 10 units in February, and reaching 2,000 units by June [2] - Future production in Texas aims for a capacity of 10 million units annually, indicating significant scaling potential for Tesla's robotics division [2] Market Trends and Company Performance - The T-chain companies have shown mixed performance, with some experiencing notable gains due to successful communications in North America [4][5] - Key companies within the T-chain, such as WX, FS, and KS, have reported positive developments and have seen stock price increases as a result [4] - New technologies and core suppliers are also gaining traction, with several companies entering the RFQ stage, indicating a healthy pipeline for future projects [5] Future Outlook - The article suggests that as the release of Optimus V3 approaches, the focus on core T-chain companies will intensify, leading to a more concentrated investment landscape [5][6] - The overall sentiment is that the market is preparing for a significant shift as Optimus V3 is unveiled, with expectations for renewed interest and investment in the robotics sector [6]

Market Review - The A-share market for artificial intelligence and robotics has shown a simultaneous decline, with related theme ETFs experiencing a downward trend after initial gains. The Sci-Tech Innovation Artificial Intelligence ETF (589010) opened strong but fell to a latest price of 1.607 yuan, down 2.488% from the opening price. Among the 30 constituent stocks, 21 declined, with companies like Lanke Technology and Chipone falling over 5%. Conversely, Sikan Technology surged by 15.08% and Xinghuan Technology rose over 5% [1] - The Robotics ETF (562500) also saw a strong opening but faced volatility, closing at a price of 1.069 yuan, down 1.475% from the opening. Out of 66 constituent stocks, 57 declined, with companies like Dazhu Laser and Jiangsu Beiren dropping over 5%. However, Paislin hit the daily limit, and Keda Xunfei rose by 6.42%, providing some local support [1] - In terms of liquidity, the trading volume for the Sci-Tech Innovation Artificial Intelligence ETF was 77.2 million yuan with a turnover rate of 2.96%, indicating moderate trading activity. The Robotics ETF had a trading volume of 1.719 billion yuan and a turnover rate of 6.74%, reflecting a high level of trading activity [1] Hot News - Galaxy General recently launched the world's first industrial-grade embodied intelligent heavy-duty robot, GalbotS1, which is capable of zero-remote operation and fully autonomous sustainable work, with a maximum load of 50 kg. The core embodied handling model has been recognized as an important achievement in artificial intelligence in Beijing. The cumulative shipment of its GalbotG1 robot is expected to exceed 1,200 units by 2025 [2] - Yushu announced the open-source of its UnifoLM series, specifically the visual-language-action (VLA) large model UnifoLM-VLA-0, designed for general humanoid robot operations. This model continues pre-training on robot operation data, overcoming traditional VLM physical interaction limitations and evolving into an embodied brain with physical common sense [2] - Elon Musk's SpaceX is in discussions with its AI company xAI for a potential merger, aiming to complete it before a significant IPO for SpaceX. Musk serves as CEO for both companies. If the merger occurs, it will integrate rockets, Starlink satellites, the social media platform X, and the Grok AI chatbot into a single entity, with xAI shares being exchanged for SpaceX shares [2] Institutional Views - Zheshang Securities reported that Elon Musk is systematically laying out AI, robotics, and autonomous driving across six key technology areas through Tesla, xAI, and SpaceX. These technologies are complementary and interconnected, forming a grand technological landscape that drives human civilization upgrades. The year 2026 is anticipated to be a "singularity year" for the commercialization of this technological landscape, with several core projects expected to achieve significant milestones and market penetration [3] Popular ETFs - The Robotics ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of the Chinese robotics industry chain, facilitating investors' access to the sector [4] - The Sci-Tech Innovation Artificial Intelligence ETF (589010) is described as the "brain" of robotics, with a 20% price fluctuation limit and small-cap elasticity, aimed at capturing the "singularity moment" in the AI industry [4]

Group 1 - Nvidia, Microsoft, and Amazon are discussing a potential investment of up to $60 billion in OpenAI as part of a larger funding round that could total $100 billion [1] - Nvidia is negotiating to invest up to $30 billion, while Microsoft plans to invest less than $10 billion, and Amazon's investment could exceed $10 billion, potentially reaching $20 billion [1] Group 2 - ByteDance has initiated the official version of the Doubao mobile assistant project, with a new device expected to be released in late Q2 2026 [3] - ByteDance and Alibaba are both preparing to launch new AI models around mid-February, with ByteDance planning three new models including a large language model, an image generation model, and a video generation model [3] - Tesla CEO Elon Musk announced the company will cease production of the Model S and Model X, transitioning the production line to focus on autonomous driving technology [3] Group 3 - Tesla's electric vehicle production reached approximately 1.655 million units in 2025, with a record delivery of 1.636 million units, and the Model Y was the best-selling SUV in multiple markets [12] - The Shanghai Gigafactory delivered 851,000 electric vehicles, accounting for over half of Tesla's global deliveries [12] Group 4 - Sony and Singapore's GIC are investing between $2 billion and $3 billion to build a music copyright library through a joint venture [6] - Mirxes completed a placement of 21.88 million shares, raising approximately HKD 711 million, with a share price premium of nearly 40% compared to its listing price [8]

当前，在政策引领、技术突破与市场需求的共振驱动下，中国具身智能产业正迈入快速发展的新阶段。在此背景下，资本市场布局也日益活跃。公开资料 数据显示，2025年前11个月具身智能产业融资额达到334.73亿元，是2024年同期的4倍；截至2025年12月21日，全年融资事件超305起，总额超过380亿 元，参与的投资机构数量超过600家。资本的密集涌入，充分印证了产业发展的潜力与市场信心。这种信心，根植于社会经济发展中持续涌现的明确而迫 切的替代需求。随着人口老龄化加剧与劳动力结构性短缺等问题持续凸显，社会对能够替代人工、承担高风险任务并提升产线效率的智能化解决方案需求 日益迫切。传统自动化设备受限于固定场景与预设程序，难以适应柔性制造、人机协作等动态复杂环境，产业升级面临核心瓶颈。为突破这一局限，以人 形机器人为代表的具身智能正在加速演进，逐步形成具备高阶认知能力的"感知-认知-决策-执行"完整技术闭环，并逐步走向规模化量产，以更好地适应多 样化场景需求。由此，具身智能产业的发展主线已从技术攻关延伸至生态构建与商业闭环，标志着产业正式进入价值兑现的关键阶段。 中国具身智能产业已凭借综合优势跻身全球第一梯队 从技 ...

继宇树科技、银河通用、魔法原子之后，又一家机器人厂商宣布成为2026年央视春晚合作伙伴。 1月25日，中央广播电视总台宣布，银河通用机器人成为总台2026年春晚的"指定具身大模型机器人"， 并表示，借助春晚，"银河通用机器人将全面呈现在复杂场景中的自主决策能力、高效协作水平与温暖 服务体验"。2025年12月，银河通用完成21亿元融资，公司目前估值约210亿元。 IT桔子数据显示，近五年来，资本市场对具身智能赛道的关注度持续飙升。 2021年至2023年，行业投资事件数仅数十起，融资金额在低位波动；2024年起进入快速爬坡期，投资事 件数翻倍至103起，金额增至93.55亿元，技术落地预期开始吸引资本入场。到2025年，宇树科技的机器 人在春晚亮相，进一步引爆了投资人和社会对机器人行业的关注，行业迎来爆发，全年投资事件数大增 至325起，金额跃升至398.32亿元，分别较2024年增长216%、326%。 从业者告诉记者，随着2025年成为具身智能机器人产业量产元年，2026年各家企业关注重点将转移至不 同场景的商业化探索。在不同形态机器人相继推出后，企业需要寻求更大曝光帮助拓展市场。 关注具身智能领域的投资 ...

1月29日，中央广播电视总台与松延动力联合宣布， 松延动力成为总台《2026年春节联欢晚会》人形机器人合作伙伴。 松延动力是第四家官宣将上春晚的人形机器人企业，各家的抬头有所区分。根据此前披露，银河通用为2026春晚指定具身大模型机器人；宇树科技为2026 年春晚机器人合作伙伴；魔法原子为2026春晚智能机器人战略合作伙伴。 小布米同样身形较为"迷你"，其高94厘米、重约12千克，拥有超过21个自由度，能灵活实现行走、奔跑和舞蹈等复杂动作，并集成了流畅的语音交互与零 门槛的图形化编程功能。 A股方面，利亚德通过旗下子公司北京虚拟动点科技有限公司与松延动力达成战略合作；风语筑与松延动力达成战略签约，聚焦新文旅场景机器人解决方 案；松延动力与慧辰股份达成战略合作，双方就松延动力旗下新款小布米人形机器人达成1000台订单签约。 来源：上海证券报 关注" 新华网财经 "视频号 更多财经资讯等你来看 松延动力成立于2023年9月，公司创始人、董事长姜哲源出生于1998年，高考时以北京市第28名的成绩考入清华大学电子工程系。2023年，正值姜哲源在 清华读博的第三年，他选择退学创立机器人公司。 2025年10月，松延动力 ...

随着2026年央视春晚进入最后筹备阶段，又一重磅官方机器人合作伙伴终于揭晓。凤凰网科技从知情人 士处获悉，人形机器人创业公司松延动力（Noetix Robotics） 已与总台达成合作，成为2026年春晚的人 形机器人合作伙伴。 "这次松延是一个非常创新的形式，跟之前大家看到的都不一样"，前述知情人士 告诉凤凰网科技。至此，今年央视春晚已汇聚宇树科技、松延动力、魔法原子、银河通用等四家机器人 企业，创下春晚历史上机器人品牌集中亮相的新纪录。其中，三家机器人公司为首次登陆春晚。（凤凰 网科技） ...