根据媒体报道，宇树科技和智元机器人正高价争抢今年春晚赞助席位。其中，智元开价6000万元，而宇 树开出的报价则高达1亿元。目前，智元方面已回应称"不是真的"，但宇树方面并未表态。 质疑声随踵而至："行业泡沫这么大？花钱如流水？" 据相关数据显示，今年以来，国内与机器人产业链相关的投融资合计金额已超过800亿元，另据 《BUG》栏目统计，今年有公开发布过机器产品的企业中，累计融资额也已超过200亿元。 文 丨 《BUG》栏目 周文猛 大量热钱涌入的同时，投资人开始变得担忧。 投资过多家机器人独角兽的投资人对《BUG》栏目直言："目前市场上的人形机器人企业太多，我们都 不投新项目了"。另有投资人同样悲观，"目前存在的这些公司80%很可能会被淘汰掉"。 浙江省机器人协会会长俞晴告诉《BUG》栏目："现在的人形机器人，多数还是操控式的，一个机器人 背后起码有两三个人，完全是增加了成本，却没达到使用的效率。" 整整一年，全是亿元融资 据IT桔子数据显示，2025年，国内与机器人产业链相关的投融资事件已多达557条，合计融资金额超 839.52亿元。其中，智元、宇树等头部企业的估值已达到数百亿级别。 另据《BUG》栏目统 ...

Core Insights - The main topic of discussion in the ToB enterprise service sector for 2025 is the implementation of enterprise-level AI applications, particularly in the logistics industry, where previously unimaginable demands are now being met due to advancements in AI technology [1][2] - There are significant challenges in standardization and the integration of AI hardware and software, despite the potential for AI to transform logistics operations [1] Group 1: AI Implementation in Logistics - AI is expected to have a limited immediate impact on revenue in the logistics sector, but it is anticipated to significantly influence income in the near future [2][15] - G7 Yiliu's edge AI products are currently in trial phases, addressing previously unsupported demands such as monitoring unloading conditions and providing real-time weather updates for drivers [2][15] - The shift towards a "pay for results" model has increased clients' willingness to pay for software solutions, enhancing the value proposition of AI applications in logistics [2][19] Group 2: Comparison of AI Development in China and the US - There is a notable gap in foundational AI models between the US and China, with OpenAI having released GPT-5 while most Chinese models are still exploring the capabilities of version 3.5 [2][12] - In the application domain, many US ToB companies are already profitable, whereas Chinese companies face challenges in customer payment willingness, necessitating deeper application development from the outset [2][12] Group 3: Observations from Industry Leaders - Insights from discussions with industry leaders, such as the recognition of a bubble in the current robotics industry, highlight the limitations of existing robotic vision technologies [4][6] - The emergence of innovative products, such as the 2.5D printer from Anker, showcases the potential of combining AI with hardware to create new market opportunities [9][10] Group 4: Future Directions and Events - G7 Yiliu plans to showcase new AI products and services at the upcoming 2025 Digital Logistics Conference, focusing on the technological advancements and benefits AI can bring to the logistics sector [21]