Core Insights - The robot rental market is rapidly developing alongside embodied intelligence, with significant growth projected in the robot industry, including a 27.8% year-on-year increase in revenue and substantial production increases in both industrial and service robots by mid-2025 [1][4] - The market is expected to reach a scale of approximately 10 trillion yuan by 2045, with over 100 million humanoid robots in use across various sectors [1] - Despite the promising outlook, the industry faces challenges such as fragmentation and a lack of effective communication among stakeholders [2][4] Market Dynamics - The robot rental market is seen as a new business model to alleviate high hardware costs, but it currently suffers from "scatterization," making it difficult for users to meet their demands effectively [2][4] - The rental market is primarily driven by demand in entertainment, but as robot capabilities diversify, applications are expected to expand into areas like home companionship and factory production [4][5] Business Models - Subscription models are gaining traction, allowing users to pay monthly for robot access, similar to rental agreements [5] - The price differentiation in the market includes mini robots under 1 million yuan, medium robots priced between 10-30 million yuan, and large robots ranging from 30-50 million yuan, with varying functionalities [5] Industry Collaboration - A new alliance, the Zhiyuan Robot Rental Ecosystem Alliance, has been formed to integrate product, operation, and financial services, aiming to create a comprehensive ecosystem [7][9] - The alliance includes Zhiyuan providing robot technology, Feikuo focusing on operational support, and Shanghai Electric offering flexible financing solutions [7][9] Technological Advancements - The launch of the Lingchuang platform allows users to create robot performances without programming knowledge, enhancing accessibility [8][9] - Future developments include a platform for personalized robot character definitions, further lowering user barriers [9] Operational Efficiency - The alliance aims to centralize robot maintenance to reduce costs and improve service efficiency, with plans for a nationwide service network [11] - Safety measures include on-site personnel during events to ensure security and gather experience for future delivery models [11] Market Potential - Reports indicate a strong demand for intelligent services in high-end commercial scenarios, with some willing to pay significantly for automation [12] - The RaaS (Robots as a Service) model is expected to gain traction globally, with technological breakthroughs facilitating broader applications [13][14]

2025.10. 30 本文字数：1589，阅读时长大约3分钟 作者 | 第一财经 乔心怡 封图 | 机器人群舞的编舞价格更贵。图源：乔心怡 " 让机器人跳舞，哪怕只跳一首歌的时间，都要花两三万。 " 10 月 30 日下午一点， David 在飞机落地后立刻前往张江，参加全国首届机器人租赁峰会。 " 我就想来看看， 能不能让我的机器人跳舞的成本降低一点儿。 "David 在广州经营一家机器人租赁公司，他负责三台人形机器人 的活动执行，分别是智元灵犀 X2 机器人、智元远征 A2 机器人和一台宇树 G1 机器人。 " 我们带机器人出场一次，差不多会收 5000 元 -6000 元。 "David 说，自己每个月大约能接十场活动，虽然 月收入能达到五万元上下，但成本同样不低。他给记者算了一笔账，机器人本体的购置费用平均每台十几万元， " 能够二次开发的版本相对卖得贵一些，为了机器人的表演效果，这笔钱不能省 " 。 除去本体的费用，机器人租赁生意的成本几乎都在二次开发和运营维护上。想让机器人跳舞，一分钟左右的舞蹈 开发报价约 3000 元。 " 这个报价几乎是 ' 地板价 ' ，效果也不好，动作的幅度、力度、丝滑 ...

让机器人跳舞，并不只是"下个指令"这么简单，对于需要"博人眼球"的机器人租赁商来说，怎么能让机器人跳舞成本更低，是急需。 "让机器人跳舞，哪怕只跳一首歌的时间，都要花两三万。" 10月30日下午一点，David在飞机落地后立刻前往张江，参加全国首届机器人租赁峰会。"我就想来看看，能不能让我的机器人跳舞的成本降低一点 儿。"David在广州经营一家机器人租赁公司，他负责三台人形机器人的活动执行，分别是智元灵犀X2机器人、智元远征A2机器人和一台宇树G1机器人。 让机器人跳舞，并不只是"下个指令"这么简单。租赁商如果没有自己的开发能力，就需要请专业团队在具备二次开发接口的机器人上编写和部署程序，通过 代码为机器人设定动作逻辑和节奏。David说，如果想要更好的效果，就需要经过反复调试，让动作在节奏、幅度和连贯性上更贴合音乐节拍。"这个过程可 能需要2-3天左右，不懂编程是肯定不行的。" 在全国首届机器人租赁峰会现场，记者体验了智元新上线的灵创和灵心平台。前者针对机器人的动作设定，后者更多偏向机器人的"人设"和交互内容设置。 第一财经记者上传了六秒左右的视频，平台将记者的动作映射至机器人上，并让机器人在仿真环境中进 ...