如果说，过去的春晚人们关注的是身姿曼妙的舞蹈、打动人心的歌曲、语言节目诞生的热梗等，随着机 器人的高光登场，如今的春晚又多了一项看点——从中窥见中国科技的脉动。 其中，宇树科技机器人参演的《武BOT》，腾空而起的后空翻、招式凌厉的舞剑，复杂的武打动作再次 惊艳舞台；松延动力机器人参演的《奶奶的最爱》小品，"初代机器人"蔡明与现代机器人搭档，讲述了 技术伦理的温情；魔法原子机器人参演的《智造未来》歌曲，与一众明星同台演绎互动；银河通用机器 人则携手沈腾、马丽，出现在贺岁微电影《我最难忘的今宵》中…… 这还只是走到前台的机器人企业，其背后还有AI处理、语音识别、精密制造等产业链条的协同支撑。 正是这些全方位扎实的基础能力，最终托举起了舞台上那几分钟的惊艳。 除夕夜，央视春晚如期开场。今年春晚的亮点之一，就是一系列机器人节目"硬控"观众的目光，春晚机 器人站C位的相关话题，迅速冲上了热搜。 相信很多人还记得2025年春晚的《秧BOT》节目，机器人扭秧歌火遍全国。一年后的今天，人们分明感 受到机器人进步了，竟已化身真正的"武林高手"，无论动作难度还是肢体流畅度，都已今非昔比。 这背后，则是中国的机器人产业正在大步流星 ...

昨天的春晚，多个关于机器人的话题冲上热搜。 | Z 机器人cos撒贝宁 圆 | 1312037 | | --- | --- | | © 蔡明推出了蔡明 ■ | 1799279 | | [ 蔡明仿生机器人30年返场 ■ | 2221606 | | 『 机器人武术 宇树无敌 ■ | 3505316 | 据了解，在2025年央视春晚上，宇树科技的机器人靠节目《秧bot》一炮走红；今年，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。 来源：每日经济新闻、看看新闻 责任编辑：杨赐 昨天的春晚，多个关于机器人的话题冲上热搜。 两台近63万元机器人被抢购 春晚带动机器人搜索量环比增长超300% 记者获悉、马年春晚开播两小时（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。 在除夕当晚10点，京东也上架了包括"春晚同款"机器人在内的多款机器人。在活动上线几分钟内，包括 魔法原子、宇树科技、松延动力等品牌的机器人即被抢购一空。其中，两台价值近63万元的GALBOT ...

Group 1 - The core theme of this year's Spring Festival Gala is the high concentration of robots, showcasing the multidimensional state of China's robotics industry [4][7] - The preparation process for the gala was enjoyable for the creative team, who likened the end of the live broadcast to finishing an exam, eagerly awaiting audience feedback [2] - The gala featured innovative robotic performances, including martial arts and parkour, exceeding the expectations of the directing team [7] Group 2 - The creative team aimed to present a visually stunning experience through programs like "God of Flowers," revealing the behind-the-scenes efforts [1] - The integration of advanced robotics into the gala reflects the industry's growth and technological advancements [4][5]

Core Viewpoint - The 2026 CCTV Spring Festival Gala, set to air on February 16, is highlighted as the most technologically advanced in its 43-year history, integrating AI, robotics, and smart hardware into its performances [1] Group 1: Event Overview - The gala has completed all rehearsals and features a variety of programs including song and dance, skits, and technology-driven creative content, emphasizing the fusion of culture and cutting-edge technology [1] - Programs like "Intelligent Manufacturing of the Future" showcase the upgrade from "Made in China" to "Intelligent Manufacturing in China" [1] Group 2: Sponsorship and Industry Trends - The sponsorship structure indicates a clear shift towards hard technology, with companies such as Chasing, MOVA, Magic Atom, Galaxy General, Songyan Power, Yushu, Shouqu, and Jixun prominently featured, covering sectors like smart ecosystems, robotics, embodied large models, and intelligent mobility [1] - Chasing Technology, as the strategic partner for intelligent technology at the gala, presents a comprehensive high-end smart ecosystem that includes smart mobility, home appliances, cleaning, audio-visual, and personal care, deeply integrating with the gala's programs to showcase future intelligent lifestyles to millions of families [1] Group 3: Industry Implications - The presence of hard technology companies at the gala signifies a national platform's formal tilt towards new productive forces, the robotics industry, and intelligent consumption, marking an important signal for the rise of Chinese technology brands on the global stage [1]

北交所信息更新 北 交 所 研 究 三协电机（920100.BJ） 布局减速机赋能机器人产业，3D 打印高景气赛道驱动 2025 年营收同比+31% 预计 2025 年实现营收 5.51 亿元（+31.11%），归母净利润 0.60 亿元（+6.83%） 公司发布 2025 年业绩快报，预计 2025 年实现营收 5.51 亿元，同比增长 31.11%； 归母净利润 6018.39 万元，同比增长 6.83%。根据业绩快报数据，我们小幅下调 2025 年盈利预测，维持 2026 年和 2027 年盈利预测，我们预计公司 2025-2027 年归母净利润分别为 0.60（原 0.63）/0.77/1.06亿元，对应 EPS分别为 0.82/1.05/1.43 元/股，对应当前股价 PE 分别为 79.3/61.6/45.2 倍，我们看好公司布局减速机形 成电机+减速器整体解决方案，机器人+光伏支架+3D 打印高景气度赛道打开未 来增长空间，维持"增持"评级。 光伏跟踪支架+3D 打印高景气赛道，驱动公司营收稳步增长 2025 年公司营收同比增长 31.11%，主要为公司在 3D 打印领域和工业自动化领 域的业务 ...

Core Viewpoint - Midea has successfully transformed from a home appliance manufacturer to a leading player in the industrial robotics sector, ranking among the top four globally, with a focus on integrating robotics into its core business strategy [3][4][10]. Group 1: Technological Strength - Midea has established a robust technological and production capacity, with the KUKA intelligent manufacturing technology park being the largest industrial robot production base in China, expected to deliver over 30,000 units by 2025 [4][5]. - The "Mei Luo U," a six-arm humanoid robot, enhances operational efficiency by performing multiple tasks simultaneously, achieving a cost-saving of over 8 million yuan annually for factories [7][10]. - Midea's R&D investment has exceeded 43 billion yuan over the past three years, with a 14.4% year-on-year increase in the first half of 2025, significantly outpacing overall revenue growth [8][10]. Group 2: Strategic Path - Midea's approach to robotics has been pragmatic, focusing on industrial applications before expanding into commercial and household sectors, ensuring a solid foundation for long-term growth [11][14]. - The integration of KUKA's technology into Midea's operations has resulted in a 30% revenue contribution from KUKA's Chinese business by 2025, with a market share of 9.4% in the industrial robotics sector [12][14]. - Midea's strategy emphasizes using its own manufacturing facilities as testing grounds for robotic technology, allowing for iterative improvements based on real-world applications [14][18]. Group 3: Growth Engine - The robotics and automation segment has become a core growth driver for Midea, with revenues reaching 22.6 billion yuan in the first three quarters of 2025, reflecting a 9% year-on-year increase [15][16]. - Midea's unique "scene synergy advantage" allows for the seamless integration of robotics into its manufacturing processes, enhancing both technical validation and cost optimization [16][17]. - The expansion of Midea's robotics applications beyond home appliances into sectors like automotive, aerospace, and healthcare is opening new revenue streams [17]. Group 4: Ultimate Logic - Midea's long-term investment in robotics aligns with its strategic transformation from a product-focused company to a technology-driven enterprise, integrating robotics into its broader ecosystem [18][20]. - The company is positioning itself as a standard setter in technology, with robotics serving as a key component in its smart home ecosystem and global expansion efforts [20][21]. - Midea's commitment to robotics reflects a broader trend in China's industrial landscape, showcasing the potential for domestic companies to achieve technological breakthroughs and redefine industry standards [21][22].

Group 1: Market Overview - The Hong Kong stock market continued its rebound with all three major indices closing higher, with the Hang Seng Index up 0.31%, the Hang Seng China Enterprises Index up 0.28%, and the Hang Seng Tech Index up 0.9% [2] - Market activity has slowed significantly ahead of the Chinese New Year, with trading volume dropping to 217.2 billion HKD, and the short-selling ratio on the main board at 17.95% [2] - Southbound capital remained stable, with a net buy of 4.82 billion HKD, with Tencent Holdings, Meituan, and Pop Mart being the most actively bought stocks [2] Group 2: Sector Performance - The resources and cyclical sectors led the market, driven by a rebound in gold prices, with companies like Zijin Mining, Lingbao Gold, and Shandong Gold seeing significant gains [3] - The building materials and cement sector performed well, with companies like China National Building Material and Conch Cement recording considerable increases, supported by improved industry profitability expectations [3] - The automotive supply chain remained active, particularly with Tesla-related stocks, as the market anticipates advancements in autonomous driving and robotics [4] Group 3: Company Analysis - LeShuShi (2698.HK) - LeShuShi is a multinational hygiene products company focused on emerging markets, with a broad sales network across over 30 countries in Africa, Latin America, and Central Asia [7] - The company has established eight factories in Africa, making it the largest local manufacturer in the hygiene products sector, which enhances its supply chain efficiency [8] - Future growth for LeShuShi is expected to come from external factors like demographic growth in emerging markets and internal factors such as localized production and extensive sales channels [8] - The report gives a "Buy" rating with a target price of 38 HKD, forecasting revenues of 541 million USD, 627 million USD, and 711 million USD for 2025, 2026, and 2027 respectively, with net profits of 106 million USD, 129 million USD, and 147 million USD [8]

齐鲁晚报.齐鲁壹点孔茜张清直 珞石七轴机器人轻转"腕臂"，狼毫落纸便勾勒出遒劲笔墨；舞蹈机器人旋跃腾挪，精准复刻的舞步与演员身影在聚光灯下交相辉映……2月10日的济宁大 剧院彩排现场，机械运转的韵律与新春的暖意交织，让千年古城的年味与前沿科技完成了一场奇妙共振。 这场即将于2月14日登场的2026山东省机器人春节晚会，为何偏偏扎根济宁？这座既沉淀着儒家文脉千年底蕴，又曾以煤炭为经济命脉的城市，缘何能成 为"人机共舞"的绝佳舞台？当机器人接过新春主角的话筒，这场科技盛宴的背后，正是济宁从"煤城"到"智城"的转型密码。 智舞新春：盛会落子的产业伏笔 当机器人既能玩转代码、执掌精密制造，又能登台献艺、载歌载舞，会是怎样的奇妙图景？ 2月10日，济宁大剧院的彩排现场给出了答案。一场场科技与温度交织的节目轮番上演，仿佛一台穿梭未来的时光机，让科幻片中的奇景在现实里鲜活绽 放。 "这款机器人会在本次春晚中多次亮相。"珞石(山东)机器人集团股份有限公司研发测试部经理唐燕生介绍，作为公司自主研发的协作机原系列SR5，其流 畅柔美的曲线设计宛如一件精致艺术品，彻底打破了大众对工业机器人"硬朗笨重"的固有认知。无外置管线一体化白 ...

截至收盘，中证智能电动汽车指数上涨0.5%，国证机器人产业指数下跌1.1%，中证消费电子主题指数下跌1.3%，中证物联网主题指数下跌1.4%，资金逆势 布局，机器人ETF易方达（159530）全天净申购超7000万份。Wind数据显示，截至昨日，机器人ETF易方达（159530）已连续7个交易日获资金布局，合计 7.6亿元。 中信证券指出，当前，机器人产业正处于从"技术愿景"向"产业实景"跃迁的关键奇点，这不仅是一场关于算力、算法与精密制造的技术竞赛，更是一场关于 国家意志与制度效率的战略长跑。 每日经济新闻 ...

Group 1 - The core viewpoint of the articles highlights the increasing market attention on Zhongdali De (002896) due to the hot topic of the robotics industry, with the company being identified as a key player in this sector [1] - The company's financing and margin trading balance stands at 527 million yuan, with a net financing inflow of 13,700 yuan, indicating positive investor sentiment [1] Group 2 - Zhongdali De's stock price has shown volatility over the past week, closing at 82.06 yuan with a slight decline of 0.89% on the latest trading day, but a cumulative increase of 0.72% over the past five days [2] - On February 10, the stock price rose by 2.10% to 82.80 yuan, with a net inflow of 39.53 million yuan from main funds, accounting for 7.83% of the trading volume, and a turnover rate of 3.11% with a total trading volume of 505 million yuan [2] Group 3 - Institutional interest in Zhongdali De remains low, with a neutral market outlook; the company ranks low in terms of institutional research frequency within the industry [3] - Profit forecasts indicate a projected net profit increase of 50.24% year-on-year by 2025, but there have been no recent changes in target prices or ratings [3] - Only one institution has issued an "overweight" rating in the past 90 days, and the fund holding ratio is merely 0.01%, reflecting limited institutional participation [3]