与此同时，当地建设"一网五中心"，助力产业高质量发展。"一网"即"天机通网"，定位打造技术先 进、安全可靠、生态开放的国内一流机器人及无人机全产业链电商交易与综合服务平台，涵盖产品交 易、测评服务、维保服务等功能，已于1月26日正式上线。"五中心"即北方机器人（无人机）培训、维 保、检测、零部件配送中心和济宁飞控中心。 服务平台方面，济宁市现已建成国家机器人检验检测公共服务平台济宁分平台、山东省智能机器人 应用技术研究院和山东正方智能机器人产业发展有限公司等3家服务平台，不仅能进行机器人质量测评 技术研发、检测评估环境搭建及标准体系构建，还能提供工业机器人技术研发、行业应用集成、人才教 育培训及企业孵化服务。 眼下，机器人已经走进济宁的工业、矿山、低空、智慧养老等众多领域，既拓展了应用场景，又延 伸了产业链。 新春伊始，白马河畔的济宁内河新能源船舶制造基地，工人们正在紧锣密鼓地忙碌着。"当前，生 产线满负荷运转，2026年首月实现开工6条、铺底10条、下水9条的月度产能目标。"山东新能船业有限 公司党委委员、常务副总经理王庆虎介绍，硬核制造实力背后，离不开机器人赋能——从堆场上料到智 能化理料切割，到机器人智 ...

建设"一网五中心"，打造"具有全国影响力的机器人产业基地" 与此同时，当地建设"一网五中心"，助力产业高质量发展。"一网"即"天机通网"，定位打造技术先 进、安全可靠、生态开放的国内一流机器人及无人机全产业链电商交易与综合服务平台，涵盖产品交 易、测评服务、维保服务等功能，已于1月26日正式上线。"五中心"即北方机器人（无人机）培训、维 保、检测、零部件配送中心和济宁飞控中心。 服务平台方面，济宁市现已建成国家机器人检验检测公共服务平台济宁分平台、山东省智能机器人 应用技术研究院和山东正方智能机器人产业发展有限公司等3家服务平台，不仅能进行机器人质量测评 技术研发、检测评估环境搭建及标准体系构建，还能提供工业机器人技术研发、行业应用集成、人才教 育培训及企业孵化服务。 眼下，机器人已经走进济宁的工业、矿山、低空、智慧养老等众多领域，既拓展了应用场景，又延 伸了产业链。 新春伊始，白马河畔的济宁内河新能源船舶制造基地，工人们正在紧锣密鼓地忙碌着。"当前，生 产线满负荷运转，2026年首月实现开工6条、铺底10条、下水9条的月度产能目标。"山东新能船业有限 公司党委委员、常务副总经理王庆虎介绍，硬核制造实力背后， ...

长假期间，机器人大放异彩：2026年春晚，共有四家机器人企业—宇树科技、魔法原子、银河通用、松 延动力登台，其中宇树科技用武术表演吸引了全球关注。 公司方面，据上市公司互动平台表示， 利亚德：子公司虚拟动点是同时具备数据、服务以及算法能力的企业，已成功助力宇树机器人成功演 绎"云冈舞"-北魏力士舞。 华源控股：间接持有宇树科技小比例股权。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 数据显示，春晚开播两小时，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。 东方证券认为，此次春晚机器人表演展现了国产机器人在运控、仿生、交互、精细操作、集群控制等关 键能力领域的进步，明显促进人形机器人销售订单增长以及体验中心、租赁、共享等商业模式的发展， 带动人形机器人产业向展览导购、家庭服务、家庭陪伴等场景服务加速落地。 另一方面，随着宇树等机器人本体公司推进上市进程，预计国内机器人产业链将迎来需求增长及投资扩 张共振，机器人本体及零部件公司均将有望受益。 此外，2月23日，智通财经报道，荣耀 ...

全文共888字，阅读大约需要2分钟 春晚开播后，电商平台订单量出现大幅增长。 "机器人全面入侵春晚"在除夕当晚登上热搜，舞台上的机器人"含量"引发热议。 数据显示，马年春晚开播两小时，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。 据北京日报报道，总台马年春晚总导演于蕾以"考试结束走出考场"的松弛心态，回顾晚会幕后。于蕾 称，春晚"不创新肯定不行"，她也感谢观众对春晚创新的认可、包容和喜爱。 被众多网友讨论的，还有春晚宇树机器人"摔倒"了。这是故意的还是不小心的？ 宇树CEO王兴兴回应媒体称，某种意义上是剧情需要，机器人在打醉拳的时候，因为醉拳本身就是有一 些要倒不倒的感觉在里面，导演组也觉得，如果机器人倒了以后自己再起来，非常帅，也非常好看，而 且也非常符合醉拳的意境。 对于"春晚同款机器人预计85000元"的宣传海报，宇树旗舰店客服回应称：春晚同款机器人暂未上架。 2月17日早上，"春晚总导演回应机器人浓度高"再次冲上热搜。 编辑丨王晓然 图 片丨北京日报、央视新闻、新浪微博平台截图 让导演组一度"揪心"的还 ...

Core Viewpoint - The 2014 Spring Festival Gala showcased significant technological advancements, particularly in robotics, reflecting the rapid development of China's robotics industry and the integration of technology into artistic expression [1][5]. Group 1: Robotics in the Spring Festival Gala - The gala featured a high level of technological content, with robots performing complex martial arts routines, demonstrating the rapid iteration and advancement in robotics technology [1][3]. - The stability of the robots was a concern for the director team, as environmental factors could affect their performance, but the robots successfully executed their routines despite the challenges [3]. - Robots were not only involved in martial arts performances but also participated in comedic sketches, highlighting their role as emotional and relatable companions in family scenarios [5]. Group 2: Innovation in Language Programs - The "Shen-Ma duo" transitioned from traditional skits to hosting a New Year's microfilm, marking a significant change in the format of language programs [6]. - The director team aimed to innovate by reducing the number of traditional skits and introducing new formats, such as "dialogue comedy" and "short comedic dramas," featuring fresh faces in the comedy scene [6][8]. - Audience reactions indicated a mix of anticipation for innovation and nostalgia for traditional formats, reflecting the evolving preferences of viewers [8].

2026年2月10日早盘，截至10:16，中证机器人指数上涨0.76%，成分股克来机电上涨8.29%，埃夫特上涨 7.04%，科瑞技术上涨6.63%，云天励飞上涨3.03%，禾川科技上涨2.51%。 数据显示，截至2026年1月30日，中证机器人指数前十大权重股分别为科大讯飞、汇川技术、拓普集 团、中控技术、大族激光、大华股份、石头科技、绿的谐波、双环传动、云天励飞，前十大权重股合计 占比54.66%。 机器人ETF嘉实(159526)紧密跟踪中证机器人指数，指数选取系统方案商、数字化车间与生产线系统集 成商、自动化设备制造商、自动化零部件商以及其它机器人相关标的，聚焦机器人全产业链。 消息方面，阿里云计算入股自变量机器人科技公司。企查查APP显示，近日，自变量机器人科技（济 南）有限公司发生工商变更，新增浙江阿里巴巴云计算有限公司等为股东，同时注册资本增至97.81万 元。企查查信息显示，该公司成立于2023年，法定代表人为王潜，经营范围包含：智能机器人的研发； 智能机器人销售；人工智能双创服务平台；人工智能公共数据平台等。 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 ...

Group 1 - The global first large-scale robot gala "Robot Wonderful Night" was launched on February 8, 2026, co-hosted by Zhiyuan Robotics and Qingtian Rental, featuring a 999 yuan nationwide robot experience plan for users [1] - CITIC Securities indicates that the robot industry is at a critical point of transition from "technological vision" to "industrial reality," emphasizing the importance of computational power, algorithms, and precision manufacturing [1] - CITIC Securities predicts that 2026 will be the "year of mass production" for the industry, with policies focusing on refined governance models and capital markets innovating IPO systems to support asset securitization across the industry chain [1] Group 2 - As of February 9, 2026, the National Certificate Robot Industry Index (980022) rose by 1.17%, with component stocks such as Gokong Technology up by 9.70% and Lingyun Light up by 5.08% [1] - The National Certificate Robot Industry Index reflects the price changes of listed companies related to the robot industry in the Shanghai and Shenzhen stock exchanges, with the top ten weighted stocks accounting for 39.43% of the index as of January 30, 2026 [2]

质疑与反思值得关注 然而，在聚光灯之外，质疑与反思同样值得关注。就在近日举办的达沃斯论坛上，图灵奖得主、"AI教 父"杨立昆直言："现在机器人（核心股）的常识连猫都不如。表演功夫这些都是预编程实现的。"他指 出，尽管许多公司正在建造人形机器人（核心股），但还没有一家企业能够让其"真正聪明和有用"。他 认为，这是行业的"大秘密"。 杨立昆的话虽刺耳，却戳中了当前机器人（核心股）发展的核心痛点：一段时间以来，我们是否过度沉 迷于"表演性智能"，而忽视了"实用性智能"？春晚上机器人可以完成精妙的舞蹈动作，但这些动作往往 基于大量预编程和封闭环境训练。一旦进入开放、动态的真实世界，机器人能否理解复杂场景、应对突 发状况？其认知水平能否接近甚至超越一只猫的适应性？ 差不多在10年前，孩子刚刚要上小学的时候，有一个朋友非常认真地对我说："让孩子学点机器人（核 心股）（课外班），将来有大用！"怎奈形势发展得实在太快，没等孩子学的一鳞半爪机器人知识发挥 作用，社会上机器人已经热得发烫——继2025年春晚上宇树机器人抛手绢扭秧歌一炮走红之后，截至目 前，已有魔法原子、银河通用机器人、宇树科技三家具身智能相关企业先后官宣成为今年 ...

Summary of the Robot Industry Conference Call Industry Overview - The robot sector has shown a fluctuating upward trend since October last year, driven by strong domestic demand and deep collaborations between robot suppliers and major North American clients. The sector is expected to continue its upward trajectory in the first quarter of the year [2][3]. Key Companies and Technologies - Notable companies in the North American chain include established firms like Sanhua Top, Hengli, and Yongtai, which are recognized for their stability and leadership [4]. - Emerging suppliers such as Senlin and Henghui are also worth monitoring due to their potential market impact [4]. - New technology directions include skin-like products and the use of TPE and TPU materials, which are expected to enhance robot applications significantly [4]. Market Trends and Predictions - The robot sector is anticipated to outperform the previous quarter, with a strong likelihood of continued growth in January [3]. - The domestic robot market is expected to see significant changes by 2026, with many companies pursuing backdoor listings or IPOs, which will drive product updates and sales growth. Companies like Xiaopeng, Xiaomi, and Huawei are highlighted for their substantial development potential [6]. Application Scenarios - By 2026, robot applications are projected to expand into logistics (e.g., Dema, Yongchuang), electricity (e.g., Yijiahe), and firefighting (e.g., Qingniao) sectors, which are expected to become key growth areas [7]. - The upcoming wave of domestic robot listings is likely to stimulate the development of various application scenarios, with a focus on companies capable of fulfilling basic application needs and securing large orders [7]. Material Innovations - TPU (Thermoplastic Polyurethane) is becoming a trend in humanoid robot manufacturing due to its durability, oil resistance, and high elasticity, replacing metal components in many applications [8]. - TPU's advantages include: 1. Shell protection that absorbs impact energy during collisions, reducing damage to internal components [9]. 2. Bionic muscle covering that protects joints and mitigates impact forces [9]. 3. Foot cushioning pads that enhance friction and reduce noise during movement [9]. 4. Joint seals and protective covers that extend the lifespan of joints by preventing lubricant leakage [9]. Market Expectations for TPO Materials - The market has high expectations for TPO materials in robotics, with companies like Kaizhong, Yongtai Technology, and Mingji Vision holding competitive advantages in this area [10]. Skin Products vs. Traditional Metal Shells - Skin products, made using low-temperature injection molding, offer enhanced protective features compared to traditional metal shells and are seen as a future platform for integrating electronic skin technology [11]. - Companies such as Henghui Security, Nanshan Zhishang, and Kanglongda are positioned to benefit from advancements in this field [11]. Domestic Transmission Solutions - Domestic transmission solutions have made significant progress, achieving performance levels comparable to leading overseas companies, although there is still a gap in lifespan [12]. - As domestic humanoid robots gain traction, interest in related companies like Henghui Security and Nanshan Zhishang is expected to increase due to rising product quality and new demands [12].

编辑：董博涵 新华社音视频部制作 2025年，机器人不再只是实验室里的精密仪器，而是冲出围栏真正"跑"了起来。每一次技术的突破，每 一个场景的落地，都是机器人产业向前迈出的坚实一步。一起回顾2025机器人产业发展的历史时刻。 综合新华社记者报道 ...