（来源：天津日报） 转自：天津日报 帮助残障人士进行感觉修复。而智能传感器，则能让具身智能机器人拥有自己的"感觉"。 记者 姜宝成 摄 在南开大学电子信息与光学工程学院神经形态与柔性电子实验室，徐文涛教授与他带领的科研团队，依 然保持着"从早九点到晚九点"的工作节奏。 这个假期，团队正在攻坚国家重点研发项目——人造传入神经和智能传感器的研究。人造传入神经可以 模拟人的视觉、听觉、味觉等神经传入过程，将人体的工作原理通过电子方式呈现，再通过脑机接口， 当校园因寒假而格外宁静时，一群人开启了他们别样的"假期模式"。 ...

Core Insights - The 2026 Spring Festival Gala showcased various robotics companies, highlighting their latest technological achievements and stimulating the consumer robotics market [1][3] - Significant increases in user engagement and sales for robotics products were reported during the festival period, indicating a growing interest in robotics [3][7] Robotics Market Growth - User visits for robotics products on JD.com increased over four times year-on-year from New Year's Eve to the fifth day of the new year, with a 25-fold increase in users searching for "robot" [1][3] - The demand for robot rentals surged, with the rental platform Qingtian expected to exceed 5,000 orders during the Spring Festival [1][3] Company Highlights - Yushutech showcased its Unitree H2 robot performing martial arts, demonstrating advanced capabilities in high-difficulty movements and real-time collaborative control [1][4] - Songyan Power introduced its consumer humanoid robot, Xiaobumi, which is aimed at family applications and is expected to accelerate overseas market expansion [5][6] - Magic Atom's panda-shaped robot was launched during the festival, emphasizing its appeal in the cultural and tourism sectors [6] Technological Advancements - Yushutech's robots utilize a high-concurrency cluster control system and AI algorithms combined with 3D laser radar for precise positioning during dynamic movements [4] - The robotics industry is transitioning from experimental concepts to feasible technologies and mass production, driven by advancements in key technologies [3][7] Commercialization Efforts - The Spring Festival Gala is seen as a pivotal moment for the commercialization of robotics, with companies aiming to enhance public awareness and acceptance of robotic products [7] - The industry anticipates a shift in focus towards commercial exploration in various application scenarios in 2026, following the expected mass production of intelligent robots [7]

● 本报记者郑萃颖 姜哲源表示，仿生机器人的难点在于让面部动态、神态像人，尤其是口型像人。硬件方面要考虑内部牵 拉结构设计，以及皮肤材料的可靠性、稳定性；算法方面则要保证口型和声音一致。 松延动力在铂金硅胶中添加高分子材料，增强了仿生人脸的拉伸自然度与耐久性，还通过高紧凑型驱动 设计，在一个仿生人脸内部放入了32个驱动电机，仅嘴部就有12个。 姜哲源表示，"仿生机器人最大价值在于能给人提供新奇的体验，同时更有亲和力。"2025年，松延动力 已将仿生人脸产品送入商业导览等多个场景中，同时完成了面部制成技术的流程标准化以及产品的耐久 测试，目前已可实现批量生产。 消费级机器人小布米登台 2026年央视春晚，具身智能企业松延动力的所有机器人产品全部亮相，包括在2025年人形机器人半程马 拉松比赛中获得亚军的N2机器人，还有E1机器人、小布米、仿生机器人。春晚舞台上，这些机器人展 示了后空翻、侧手翻、舞蹈等技能，仿生机器人则与蔡明合作，参演小品，首次在语言类节目中展示机 器人与人的情感互动。 松延动力创始人、董事长姜哲源在接受中国证券报记者专访时表示，全球具身智能产业目前都处于初期 阶段，"就像马拉松刚跑了十米"。松 ...

● 本报记者 郑萃颖 2026年央视春晚，具身智能企业松延动力的所有机器人产品全部亮相，包括在2025年人形机器人半程马 拉松比赛中获得亚军的N2机器人，还有E1机器人、小布米、仿生机器人。春晚舞台上，这些机器人展 示了后空翻、侧手翻、舞蹈等技能，仿生机器人则与蔡明合作，参演小品，首次在语言类节目中展示机 器人与人的情感互动。 松延动力创始人、董事长姜哲源在接受中国证券报记者专访时表示，全球具身智能产业目前都处于初期 阶段，"就像马拉松刚跑了十米"。松延动力将以春晚为节点，为其首款万元级的消费级机器人小布米做 好交付准备，公司将首先瞄准家庭场景中的陪伴、教育等应用需求，未来再逐步拓展新场景，带动订单 和交付量增长。 筹备春晚舞台 春晚舞台上，松延动力旗下多款产品集中亮相，共同表演才艺。松延动力算法负责人谈到，将各种不同 的产品送入语言类节目，配合演员完成舞台调度，对机器人运控能力提出了更高要求。 为了保证播出效果，小品的取景范围比较小，留给机器人活动的范围大概只有12平方米左右，意味着机 器人需要在小空间内完成空翻、侧手翻等动作，这就需要机器人每完成一次动作都要十分精准地落在固 定点位上。 为了在春晚完成"零 ...

Core Insights - The 2026 Spring Festival Gala showcased various robotics companies, highlighting their latest technological advancements and significantly boosting the consumer robotics market [1][5] - JD.com reported a dramatic increase in user engagement with robotics products during the Spring Festival, with user visits up over 400% and searches for "robot" increasing by 2500% [2] - The demand for robot rentals surged, with the rental platform Qingtianzu expecting to exceed 5000 orders during the holiday period [2] Robotics Market Trends - The Spring Festival Gala served as a platform for robotics companies to demonstrate their products, with performances featuring advanced robotics technology [1][3] - Companies like Yushutech and Songyan Power showcased their robots in various performances, indicating a growing interest in robotics applications in entertainment and education [1][3] - The rental market for robots is experiencing a "volume and price increase" trend, driven by standardized scenarios like greetings and proposals, as well as complex, high-exposure demands [2] Company Developments - Yushutech introduced a high-concurrency cluster control system for its robots, enabling real-time coordination among multiple units, with a target shipment of 10,000 to 20,000 units for the year [3][4] - Songyan Power's new consumer humanoid robot, Xiaobumi, aims to cater to family needs, with plans for market expansion in North America, the Middle East, Europe, and Southeast Asia [4] - Galaxy General's Galbot robot is designed for retail environments, capable of performing various customer service tasks autonomously, with over 100 units deployed in major cities [4] Commercialization Efforts - The "Spring Festival effect" is seen as a pivotal moment for the commercialization of robotics, with companies aiming to enhance public awareness and acceptance of robotic products [5] - Analysts believe that the advancements in core robotic capabilities are crucial for transitioning robots from experimental stages to practical applications in factories and everyday life [5] - The year 2025 is anticipated to mark the beginning of mass production for embodied intelligent robots, with a shift in focus towards commercial exploration in 2026 [5]

丙午马年伊始，上海证券报推出《上证聚焦》栏目，意在将目光投向财经风云变幻的交汇点，透视产经 变革的最前沿。 聚焦全球重大财经事件，我们不满足于呈现"发生了什么"，更致力于挖掘"为什么会发生"以及"它将把 我们带向何方"；我们关注商业逻辑的流变，追踪技术趋势的跃迁，剖析市场投资的风向，聚焦时代潮 变的力量，看它们如何潜移默化地改写人们的生活图景。 开栏语 这里有投资的罗盘，也有风险的哨声；有新闻的锐度，亦不乏人文的温度。 《上证聚焦》愿做您在复杂的财经世界中的一座灯塔，为您照亮那些值得被看见的真相与逻辑。让我们 一同，在深入调研中洞察关键，看见未来。 ◎记者 孙小程 马年春节档，人形机器人登台"唱大戏"。 大小荧屏上，宇树科技、松延动力、魔法原子、银河通用轮番上场，各显神通。 古镇庙会中，机器人提笔挥毫，"福"字跃然纸上；推掌亮拳，成为熙攘人潮中的新风景。 人形机器人正褪去概念外衣，逐渐变为可感可触的新物种，进一步踏入公众视野。 但聚光灯以外，围绕人形机器人的疑虑并未平息：除了表演，它能真正"干活"吗？技术瓶颈如何突破？ 资本是否持续买单？社会又是否准备好接纳它？ 产业总是在质疑与期待的交织中前进。马年新春之际 ...

Core Insights - The stock prices of Tencent and Alibaba rose significantly during the Lunar New Year, reflecting strong market confidence in their AI capabilities and recent developments in large model applications [1][3] - The competition in the AI sector is intensifying, with both major and smaller companies launching new models and securing substantial funding [3][5] - The successful operation of AI infrastructure during the Spring Festival indicates a maturation of AI technology, shifting focus from performance showcases to practical applications in everyday life [1][4] Group 1: Market Performance - Tencent's stock increased by 3.07% to HKD 538, while Alibaba's stock rose by 3.47% to HKD 152.2 on February 23 [1][3] - Other AI companies like Zhiyu and MiniMax also saw significant stock price increases, with Zhiyu rising 42.7% to HKD 725 and MiniMax increasing 14.5% to HKD 970 [3] Group 2: Technological Developments - Zhiyu publicly addressed issues related to its GLM-5 model, offering refunds and clarifying technical details to maintain transparency [4] - The launch of Seedance 2.0 showcased advanced AI capabilities in generating multimedia content for the Spring Festival, highlighting the integration of AI in creative processes [12][15] Group 3: User Engagement and Application - Tencent's Yuanbao platform reported over 36 billion lottery draws and 10 billion AI tasks completed during the Spring Festival, indicating high user engagement [16][17] - ByteDance's AI interactions reached 1.9 billion, generating 50 million themed avatars and over 100 million New Year greetings, showcasing the widespread adoption of AI applications [18] Group 4: Competitive Landscape - Smaller AI firms are gaining traction, with MiniMax launching a new high-speed version of its model and securing significant funding, indicating a competitive environment beyond the major players [3][5] - The introduction of promotional activities by companies like Qianwen and the emphasis on social engagement strategies reflect a strategic shift towards enhancing user experience and market penetration [6][7]

宇树人形机器人G1展示握手动作 成为晚会最炫主角 RESOTH V . , 10 ) . art 11 1 90 r NE es 19 1 1115 0 · u 영권방법 중不少 1 TO B ct r 6 B p B 2月14日，机器人在2026山东省机器人春节晚会上表演。 中央广播电视总台2026年春节联欢晚会上，四家机器人企业同台竞技引发网友广泛讨论。不仅如此，总台春晚更化身超级"带货平台"，直接引爆消费市场。 在消费市场火爆的背后，人形机器人已经融入多个典型应用场景，成为马年春节期间的"顶流"。 应用场景丰富多彩 在上海的一家商业综合体内，春节前迎来了一批特殊的新助理——具身智能机器人。它们搭载了先进的语音交互和智能导航系统，既能根据消费者的需求， 精准列出详细的年货购物清单，还能提供一对一专属导购服务，全程陪伴市民采购并智能规划最优路线。除此之外，机器人还能直接帮助消费者提取年货、 帮忙下单、跟随购物等，全程"贴心陪伴"。 今年总台春晚，银河通用展示了机器人诸多应用能力。在北京颐和园、王府井，成都春熙路，苏州狮山文化广场，杭州湖滨路步行街等数十个城市的核心商 圈、重要地标及居民社区，由人形机器人运营 ...

今年是宇树第三次登上春晚舞台。其在《武BOT》节目中带来了G1与H2两款人形机器人的"人机共 舞"，G1秀出棍法、拳法等复杂武术套路，H2则演绎剑法，并在义乌分会场中，完成齐天大圣孙悟空的 角色化表演。 2026年马年央视春晚的舞台上，机器人"热度"空前。来自宇树科技股份有限公司(以下简称"宇树")、银 河通用机器人股份有限公司(以下简称"银河通用")、魔法原子机器人科技(无锡)有限公司(以下简称"魔法 原子")、北京松延动力科技集团股份有限公司(以下简称"松延动力")四家企业的人形机器人联袂登场。 从2021年宇树四足机器人小牛"犇犇"首次登上春晚舞台，到2025年《秧BOT》现象级破圈，再到如今四 家企业同台竞技，春晚已成为中国机器人产业展示技术实力的最高舞台。 "这并非单纯的'炫技'，而是一场关乎商业、资本与战略的卡位战，是人形机器人势能的再一次拔 高。"一位具身智能企业联合创始人向《证券日报》记者表示，各大机器人厂商竞逐春晚舞台或有两点 考量。一方面是极致的品牌背书与流量变现，春晚作为国民级入口，能带来数亿级曝光量，并直接拉动 C端销量；另一方面是实现市场卡位，在特斯拉Optimus等同类人形机器人量 ...

Core Viewpoint - The company, Zhifang, a leading global player in the field of robotic foundational models, has successfully completed a Series B financing round exceeding 1 billion RMB, achieving a valuation of over 10 billion RMB, and solidifying its position among the top tier of embodied intelligence enterprises in China [1] Group 1: Financing and Valuation - Zhifang announced a Series B financing round on February 23, 2026, with a scale exceeding 1 billion RMB, leading to a valuation surpassing 10 billion RMB [1] - The company has completed a total of 12 financing rounds within a year, including 5 significant rounds recently, indicating strong investor confidence [2] Group 2: Company Background and Team - Founded in 2023 by Dr. Guo Yandong, a national innovation leader, Zhifang is characterized by a high density of scientific talent, including 5 scientists ranked in the top 2% globally from Stanford [3] - The company is recognized as a "Chinese version of Tesla's robotics team," emphasizing its unique position in the market [4] Group 3: Technological Advancements - Zhifang has established a core technology direction for building physical world models, pioneering the VLA architecture and developing the world's first full-body VLA model, GOVLA, which has achieved significant performance improvements [5][7] - The company has released multiple versions of its models, with GOVLA 0.5 achieving a 30% performance improvement over competitors and redefining the capabilities of robots [5][7] Group 4: Production and Application - Zhifang has built a complete closed loop from hardware mass production to commercial deployment, achieving industrial-grade reliability in its AlphaBot series [8] - The company has secured significant contracts, including a 3-year order for 1,000 units with a major panel manufacturer, validating the stability of its models in complex industrial environments [8] - Zhifang's robots are operational in various sectors, including industrial flexible manufacturing, public services, and new retail, demonstrating their versatility and effectiveness in real-world applications [9]