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 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]

Core Viewpoint - The article highlights the debut of humanoid robots in a comedy skit during the Spring Festival Gala, marking a significant milestone in the application of robotics technology in entertainment and daily life [1] Group 1: Technological Advancements - The robotics team at Songyan Power iterated over 300 versions of strategies and trained 21 versions of dance routines to achieve a 1:1 replication of the humanoid robot in just 30 days [1] - The expression control frequency of the humanoid robot was upgraded from 10Hz to 60Hz, enhancing its expressive capabilities [1] - Three additional degrees of freedom were added to the robot's neck, significantly improving the range and fluidity of its movements [1] Group 2: Application and Impact - The performance at the Spring Festival Gala is not only a technical showcase but also an exploration of practical applications for humanoid robot technology [1] - This event represents an attempt to integrate domestic humanoid robot technology into everyday life, aiming to bring such innovations closer to households [1]

中新网北京2月17日电 三十年前，央视春晚舞台上的小品《机器人趣话》中，那个淳朴、热情、奔放的 机器人"菜花"第一次在观众的脑海中构建了对人形机器人的想象。 三十年后，在2026年总台春晚的现场，当年"菜花"的扮演者蔡明，真正与机器人同台。这一次，科幻照 进了现实，站在她身边的，是一个与她容貌神态几乎一致的仿生人形机器人，还有可爱的"机器人孙 子"小布米和它的"哥哥们"。 这是春晚历史上人形机器人第一次走进语言类小品，与其他节目不同，语言类小品的创作特性决定了台 本往往会打磨到登台前最后一刻，这种不确定性要求人形机器人必须具备快速的技术迭代能力，以及运 控系统的稳定性，才能适配每一次剧本调整与节奏变化。 为了呈现出完美的节目效果，位于北京市昌平区的松延动力集结研发团队、产品团队、技术支持团队等 多方联动，耗时一个月成功攻坚了技术难点，并在此过程中展现了高效工程化与可重复部署的系统性能 力。 算法团队迭代了超300版策略，训练了21版舞蹈；为了让仿生人形机器人拥有高度拟人表现力，团队攻 克了从硬件到结构再到算法的一系列技术难关，将机器人的表情控制频率从10Hz升级至60Hz，同时为 颈部新增3个自由度，大幅提升 ...

Group 1 - The core viewpoint of the article highlights the debut of a fully autonomous humanoid robot cluster performing martial arts at the 2026 Spring Festival Gala, showcasing advanced technology in motion control and collaborative coordination [1][4] - Unitree's G1 model features advanced components such as dexterous hands, 128-line 3D LiDAR, a comprehensive state perception model, an upgraded energy management system, and a rapid scheduling system for cluster coordination [4]

2月16日，马年春晚舞台上，宇树科技机器人与河南塔沟武校学员联袂呈现的节目《武BOT》燃爆全 场。机器人行云流水的空翻、醉拳以及高速集群变阵，让观众直呼过瘾 。 节目火爆出圈后，宇树科技创始人王兴兴向央视新闻独家揭秘了机器人"练功秘籍"。他透露，为了实现 高难度的弹射空翻动作，团队在仿真平台上进行了上亿次训练，再放到实物机器人上微调，最终机器人 借助定制弹射器可腾空2至3米完成空翻，"这一动作在全球范围内是首创"。 更令人惊叹的是二十多台机器人在快速奔跑中完成的穿插变阵。王兴兴表示，相比去年《秧BOT》 的"慢慢走"，今年这种高动态、高协同的集群控制技术同样是全球首次亮相，为后续机器人在复杂场景 中的调度做好了技术铺垫 。 基于中国机器人行业的迅猛发展态势，摩根士丹利上调了2026年中国人形机器人销量预测。今年中国人 形机器人销量将同比增长133%，达到28000台，较此前的预测14000台高出一倍。预计到2030年将达到 26.2万台，到2035年将达到260万台，而去年的销量约为1.2万台。 摩根士丹利还指出，生产成本下降将逐渐使拥有机器人变得更加容易。作为全球人形机器人供应链核心 所在地，中国今年机器人 ...

三、精锻科技（300258）该股近期上涨的逻辑有哪些呢？ 1、人形机器人概念活跃！在人形机器人相关领域，公司5000万元参股武汉格蓝若智能机器人有限公司 并设立江苏太平洋智能关节有限公司，机器人关节模组样品已交付，后续项目同步开发。在人形机器人 概念的带动下，相关个股迎来上涨行情。 2、汽车零部件板块活跃！在差速器相关领域，公司是国内规模最大的轿车精锻齿轮生产企业，锥齿轮 全球市占率约10%，新能源车差速器总成国内市占率居首。在汽车零部件板块的带动下，相关个股迎来 上涨行情。 | 复权 叠加 多股 统计 | ■我 | 标记 -自选 返回 | | 精锻科技 300258 R | | 件 | | --- | --- | --- | --- | --- | --- | --- | | | < | | | 17.00 0.89 5.52% | | -0.29% | | | -17.30 | 17.00 | ਐੱ | 英 | 撒 | all | | | | | 配 卖四 | 17.05 17.04 | | 36 5 | | | | 16.50 | 英三 家 | 17.03 17.02 | | 1564 19 | | | ...

2025年，宇树人形机器人因在蛇年央视春晚表演的舞蹈《秧BOT》一战成名，也掀起了人形机器人在 2025年的发展热潮。 机器人全面入侵，追觅亮出全屋生态拿下"战略合作"，火山引擎抽送3D打印机、无人机等硬核年货 ...... 马年春晚，硬科技的含量有点浓。 回顾历年春晚的合作伙伴，从最初的烟酒商到21世纪初的家电品牌再到如今的智能硬件大军，春晚合作 伙伴的更迭，恰是国家经济与产业发展脉络的微观映射，亦是中国制造向中国智造跃迁的生动注脚。 人形机器人品牌组团亮相 今年春晚，机器人"军团"花式整活燃爆全场，技能进化程度令人瞠目。 作为春晚新面孔，魔法原子抢下春晚机器人"开场位"，旗下多台人型机器人与艺人同台演绎《智造未 来》节目，在分会场，上百台四足机器人MagicDog以"国宝熊猫"造型呈现大型群控表演，MagicBot Z1 展示了托马斯、踢月腿360°等特技动作。 三登春晚的宇树科技，今年携多台人形机器人现身《武BOT》节目，舞剑跳马耍醉拳，空翻变阵练棍 术；松延动力机器人产品矩阵参演小品《奶奶的最爱》，系人形机器人首次出现在春晚语言类节目 中，"小顽童N2"接连完成侧手翻、空翻，平稳落地，"小布米"呈现出 ...

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 ...

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].