"今年春晚的人工智能含量比我的论文还高。" "春晚下机器人了？" "这哪里是机器人在练武术，分明是我的涨停板在跳舞。" …… 2026年马年央视春晚一经播出，率先冲上热搜榜的不再是对笑点、槽点、温情时刻的大盘点，而是 机器人过大年。 在春晚舞台上，宇树科技人形机器人实现了多项全球"首次"：全球第一次连续花式翻桌跑酷、第一 次弹射空翻、第一次单脚连续空翻、第一次集群快速跑位……"这一系列突破不仅刷新了人形机器人运 动表现的技术边界，也标志着其在爆发力、灵活性、协调性与可靠性方面全面迈入新高度，为机器人在 工业、服务等场景中实现全身动态操作与多机协同作业提供了可迁移的技术底座。"宇树科技有关人士 告诉《金融时报》记者。 来自魔法原子、宇树科技、松延动力、银河通用4家机器人公司的具身智能机器人同台竞技，这对 春晚而言是史无前例的，也令绝大多数观众耳目一新。 小品、武术、歌曲、贺岁微电影，4种表演形态，4家公司。机器人在春晚舞台上展现出的不只是精 准的运动控制，还有细腻的互动、情感的传递以及真正融入人类叙事语境的无限可能。 "今年的节目在动作复杂度、编排逻辑、人机交互方式等方面均有明显升级。"有专注机器人领域的 投资 ...

临近春节，机器人租赁市场迎来一年中的业务高峰。刚忙完安徽某地晚会的机器人租赁商陈廷猛，正匆 忙赶往下一个目的地处理新订单。他不禁感慨："最近市场太火了，我们都想再添两台机器人。"同样从 事这一行的黄焰领也告诉南都N视频记者，目前手中的订单从上月底就已排到3月份，"基本处于供不应 求的状态。"这不仅是他们个人的感受，也是多数机器人租赁厂商在农历新年前共同面临的"旺季"图 景。 除了订单激增，租赁厂商们还将目光投向了春晚这个最重磅的舞台。除老面孔宇树科技外，今年春晚还 吸引了魔法原子、银河通用、松延迟动力三家机器人厂商"登台竞技"，且每家机器人都具有不同的技术 亮点与噱头。 回顾2021年初，宇树科技的机器人在牛年春晚上"一舞"出圈，迅速带火了"春晚同款机器人租赁"市场。 当时，各大电商与二手平台涌现不少相关卖家。有租赁厂商透露，仅靠转租宇树机器人，高峰期就曾创 下一天3万元的租赁价格，利润可观。 然而，这样的高价盛况如今已不复存在。多位从业者表示，机器人租赁价格经历大幅回落——从巅峰期 的每日3万元降至最低3000元左右，目前均价约为原来的十分之一。与此同时，行业结构也在悄然变 化：一些平台型企业开始进军机器人 ...

全国首家全场景机器人租赁生态平台——万机易租，凭借颠覆性商业模式与顶级产业资本加持，创下行 业融资新速度： 项目创办仅1个月，便顺利完成首轮天使轮融资，由三位细分赛道头部企业家联合战略投资，同时获得 顶级投资人与上市公司创始人深度背书。一众顶级企业家以长远战略眼光，共同押注机器人租赁万亿新 赛道。 目前，万机易租第二轮融资正式全面开启，诚邀全国优质投资机构、产业资本与长期价值投资者，共享 时代红利，加速平台规模化扩张与资本化进程，共同打造市值超百亿美元的机器人服务生态巨头。 01. 顶级企业家的投资决策：只投赛道拐点，只投绝对壁垒 真正的顶级企业家，从不追风口，只投刚需、万亿、可垄断、能成为基础设施的终极赛道。 万机易租能在成立30天内便获得头部企业家集体认可，正是踩中了机器人产业最核心的痛点与未来： 在人工智能与服务机器人全面普及的时代，租赁必将成为机器人应用第一大交易模式。 当前机器人行业深陷"供给闲置、需求受阻、重资产门槛高"的行业死结： 厂商产能过剩、代理商库存积压，企业与家庭想用却买不起、用不起、用不久。 万机易租以"滴滴+淘宝"式共享经济模型，首创全国第三方开放式机器人租赁平台， 彻底打通供给端（ ...

真正的顶级企业家，从不追风口，只投刚需、万亿、可垄断、能成为基础设施的终极赛道。 万机易租能在成立30天内便获得头部企业家集体认可，正是踩中了机器人产业最核心的痛点与未来： 在人工智能与服务机器人全面普及的时代，租赁必将成为机器人应用第一大交易模式。 全国首家全场景机器人租赁生态平台——万机易租，凭借颠覆性商业模式与顶级产业资本加持，创下行业融 资新速度： 项目创办仅1个月，便顺利完成首轮天使轮融资，由三位细分赛道头部企业家联合战略投资，同时获得顶级 投资人与上市公司创始人深度背书。一众顶级企业家以长远战略眼光，共同押注机器人租赁万亿新赛道。 目前，万机易租第二轮融资正式全面开启，诚邀全国优质投资机构、产业资本与长期价值投资者，共享时代 红利，加速平台规模化扩张与资本化进程，共同打造市值超百亿美元的机器人服务生态巨头。 01. 顶级企业家的投资决策：只投赛道拐点，只投绝对壁垒 当前机器人行业深陷"供给闲置、需求受阻、重资产门槛高"的行业死结： 厂商产能过剩、代理商库存积压，企业与家庭想用却买不起、用不起、用不久。 万机易租以"滴滴+淘宝"式共享经济模型，首创全国第三方开放式机器人租赁平台， 彻底打通供给端（机 ...

平台已构建覆盖全国30个核心城市、超300家服务商的服务网络 本文为IPO早知道原创 作者｜ 罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，近日，全国首家全场景机器人租赁生态平台「万机易租」宣布完成首轮天使轮融 资，由三位细分赛道头部企业家联合战略投资，同时获得知名投资人与上市公司创始人深度背书。 万机易租主要股东包括德马科技（688360.SH）董事长、创始人卓序、捞王餐饮集团创始人李裕 成、达诺尔（833189.NQ）创始人张文巨、梧桐树资本创始合伙人童玮亮、弘瑞资本创始人郑兆伦 和老鹰基金合伙人樊优先等。 德马科技董事长、万机易租联合创始人卓序表示，德马科技深耕智能物流与具身智能机器人核心技 术，正从设备制造商向生态服务商全面升级。万机易租打造的全场景机器人租赁平台，精准解决行业 成本高、迭代快、运维难、落地慢的痛点，是机器人从"技术"走向"规模化商用"的关键入口。 卓序 指出 ，以联 合 创始人身份深度共建，既是德马机器人生态战略的核心布局，也是抢占RaaS 机器人即服务万亿赛道、打通"技术—产品—场景—运营"全链条的必然选择，双方将携手推动机器 人走进千行百业。 目前，万机易租已完 ...

（文章来源：经济日报） 近期，机器人租赁平台成为行业焦点。全球首个机器人租赁平台"擎天租"上线后用户显著增长，随 后"万机易租"等平台也相继涌现，标志着机器人产业正从传统的硬件销售向"机器人即服务"（RaaS）模 式加速转型。这一现象不仅是简单的商业模式创新，更是机器人产业服务化演进的重要体现，为推动制 造业与服务业的深度融合提供了新路径。 机器人租赁服务，体现为将机器人从商品转化为资源，实现机器人的共享、使用。通俗来讲，就像租车 一样，相关企业不再购置昂贵的机器人，而是根据需求进行短期或者长期租赁，同时将机器人产品交付 给客户，并负责所有相关的技术咨询、安装部署、维护升级以及使用培训的服务。其主要优点在于可以 快速获得新型号机器人，以最小的投入实现最大收益，从而专注于核心业务并灵活增减规模，避免设备 冗余和技术落后。目前，机器人租赁模式正在智能制造、商业服务、物流仓储、文旅会展等行业中快速 普及。尤其对中小制造企业来说，它缓解了"买不起、养不起"的难题，让机器人技术不再只是大公司的 专属。"租赁+共享"模式的逐渐兴起，对于推动中小企业数字化转型，提高整个社会资源的配置效率、 探索可持续盈利的产业发展模式至关 ...

Core Insights - The Chinese robotics industry is experiencing a shift from showcasing technical capabilities to focusing on practical applications and commercial viability, as investors and customers demand tangible results rather than mere demonstrations [1][2][3] Group 1: Industry Trends - The 2026 outlook report emphasizes that the industry no longer wants to see robots performing tricks but rather engaging in useful tasks, indicating a paradigm shift towards commercial deployment [2][3] - The report highlights a significant disparity between soaring valuations and actual sales, with humanoid robot shipments only increasing by 17% despite a 300% rise in valuations, signaling a potential bubble [2][3] - As the number of robots deployed increases, companies are becoming less tolerant of flashy capabilities and more focused on reliability, predictability, and total cost of ownership [3][4] Group 2: Investment Dynamics - Investment logic is shifting, with a concentration of capital towards a few companies deemed to have commercial validation capabilities, as evidenced by the fact that 88% of funding in 2024-2025 went to large deals [4][5] - The report predicts that only 3-4 companies will emerge as clear winners in the humanoid robot sector, while others may face acquisition or closure due to an inability to balance high technical uncertainty with limited commercial validation [4][5] Group 3: Evaluation Metrics - The evaluation criteria for robots are evolving, with a focus on investment payback periods, task-switching capabilities, and operational data rather than just technical prowess [5][6] - Companies are now required to demonstrate clear task lists, performance metrics, and verifiable operational times before procurement, moving away from vague future potential descriptions [9][10] Group 4: Market Dynamics - The report notes a significant trend towards leasing and Robot-as-a-Service (RaaS) models, with 50% of companies preferring leasing to mitigate upfront costs and risks associated with technology [11][15] - The shift in decision-making power from technical teams to financial and operational departments reflects a growing demand for comprehensive total cost of ownership analyses [11][12] Group 5: Future Predictions - The report forecasts a major reshuffling in the investment landscape, with a predicted doubling of IPOs in the robotics sector in 2026, indicating a rush to lock in valuations before a potential downturn [12][24] - The report identifies a critical opportunity for Chinese companies in the global supply chain, as they possess a complete robotics industry chain despite facing policy barriers in overseas markets [14][15] Group 6: Safety and Standards - The establishment of safety standards is anticipated to be a crucial factor in the industry, with the potential to significantly impact market dynamics and competitive advantages [17][18] - Companies that participate in the development of these standards are likely to gain a first-mover advantage, while those that wait may find their technologies non-compliant [18][24]

文｜融中财经 2025年春晚，宇树机器人的一支秧歌舞点燃了资本狂热。2026年春晚，各家又在争夺这个难得的表演名 额。这一年，为了吸引眼球，你方唱罢我登场的戏码层出不穷，观众似乎早已审美疲劳，无非是从跑 步，到跳舞到武打，"大号玩具"的论调此起彼伏。 回顾这一年，在成绩与彷徨中，各家独角兽公司不断摸索与试错。人形机器人在公开场合完成了几乎所 有"可视化"的动作：跑步、跳舞、翻滚、对打……这些动作一次次刷新视频平台的播放量，却也同步降 低了它们在产业语境中的含金量。 真正的拐点在于：当所有公司都能表演，表演就不再是竞争力。 资本市场已经率先感受到这种变化。估值快速抬升的同时，订单、交付和规模化数据却明显滞后，技术 进展与商业兑现之间出现了越来越难以忽视的剪刀差。 这也是为什么，"泡沫"开始频繁出现在行业讨论中——并非因为技术停滞，而是因为衡量成功的标准， 已经悄然发生变化。 当炫技失效 在这场标准重塑的过程中，中国市场并非孤立。一份来自全球机器人产业一线的年度调研报告,提供了 一个有价值的参照坐标。 1月26日，在中国刚刚官宣上春晚的机器人名单时，The Robot Report发布的《2026年机器人行业展望 ...

Core Insights - The global humanoid robot market is expected to experience explosive growth by 2025, with an estimated shipment of 18,000 units and sales revenue of approximately $440 million, representing a significant year-on-year increase of 508% [1] - Chinese manufacturers dominate the market, with Zhiyuan Robotics and Yuzhu Technology leading with around 5,000 units shipped, while international firms are still in the pilot phase [1] - Full-sized humanoid robots are projected to account for 41.6% of the overall market revenue in 2025 due to their wide applicability and high unit price [1] Industry Trends - The humanoid robot industry is transitioning from hardware sales to a model that includes Robot as a Service (RaaS), operational services, and platform ecosystems [1][4] - The focus of competition is shifting from hardware performance to technological depth, service capabilities, and ecosystem development, with leading firms expected to continue expanding their advantages [1] - The demand for humanoid robots is diversifying across six main application areas: entertainment, education, data collection, guiding and shopping, industrial manufacturing, and warehousing logistics [4] Technological Developments - Humanoid robots are moving from laboratory validation to engineering implementation, with advancements in the coordination of the body, cerebellum (motor control), and brain (cognitive decision-making) systems [3] - Modular and lightweight designs are enhancing system stability and deployment convenience, while end-to-end embodied intelligent models are enabling higher levels of autonomous operation and human-robot collaboration in complex scenarios [3] Market Dynamics - The global humanoid robot industry is shifting from a phase of broad participation to one characterized by concentration among leading firms and differentiation among tiers [4] - As technology matures and application scenarios expand, the market is entering a rapid development phase with clear distinctions in market strategies, technical capabilities, and ecosystem layouts between leading and smaller firms [4]

Core Insights - The article discusses the launch and rapid growth of the world's first robot rental platform, Qingtian Rental (Shanghai) Technology Co., Ltd., which has completed its seed round of financing led by GL Ventures and other investors [2][3]. Group 1: Company Overview - Qingtian Rental aims to expand its market presence and enhance its technology and service systems with the newly acquired funds [2]. - The platform was officially launched on December 22, 2025, and has quickly gained traction, surpassing 200,000 registered users within three weeks and maintaining over 200 daily rental orders [3]. Group 2: Business Model and Strategy - The platform utilizes an innovative model of "shared rental + platform scheduling," transforming high-cost robot products into on-demand, standardized service capabilities [3]. - Qingtian Rental's design logic positions robots as flexible, quickly deployable "production factors" rather than one-time sale devices, creating a service network that connects supply and demand [5]. Group 3: Industry Challenges and Solutions - The company addresses the industry's "last mile" challenge by systematically reducing barriers to entry and improving delivery efficiency, facilitating the transition from technology validation to commercial application [7]. - The platform's rapid growth is seen as a validation of its scalable model, with the potential to significantly enhance the commercialization of robots in the real economy [7]. Group 4: Market Applications and Partnerships - Qingtian Rental has established partnerships with various high-frequency commercial and restaurant brands, such as Meiyijia and Haidilao, to implement robot services in customer engagement and brand activities [11]. - The platform's standardized service system and operational support enable local service providers to participate in the robot industry's value chain, promoting scalability [11]. Group 5: Future Plans - The company has outlined a clear "1234 strategy" aiming to connect with over 10 robot manufacturers, develop 200 premium service providers, gather 3,000 content creators, and serve 400,000 rental customers by 2026 [13]. - Qingtian Rental plans to expand its service network to 200 cities nationwide, making robot services a fundamental capability in commercial and urban operations [13].