2025年初，当宇树科技的人形机器人穿着花棉袄登上春晚舞台扭起秧歌，一股由"猎奇效应"点燃的机器 人租赁热潮迅速席卷华强北。 相关店铺纷纷改弦更张 "最热的时候，这层楼有好几家都是机器人租赁的，现在有的要么搬走，要么就开始卖一些AI机器人、 直播设备之类的。"在华强北的赛格电子市场五楼，商户老板刘强（化名）向记者表示，2025年一季度 是机器人租赁最火的阶段，当时机器人租赁占据最显眼的铺位。"租金水涨船高，单台人形机器人日租 金被炒至1.8万元—2.5万元之间，最高峰时期更是一机难求。" 但这种新奇感支撑的行情并未持续很久。近日，记者再次走访时，发现赛格电子市场的指引虽写着五楼 主营业务有机器人，但机器人租赁的店铺已经全然"改头换面"。这种变化具体什么时候开始的，刘强也 说不清楚："就是人越来越少，慢慢地有些店铺改卖小型的AI陪伴机器人，有的店铺转租了。" 取而代之的是，数百米之外的曼哈商业广场二楼一家由汪星人（广东）供应链科技有限公司运营的全球 机器人选品中心。2025年11月19日，全球机器人选品中心在深圳华强北正式开业。与早期散点式的机器 人租赁不同，这家选品中心并未将"出租机器人"作为唯一卖点，而是将 ...

位于华强北的全球机器人选品中心将租赁、销售与二次开发、场景化服务打包在一起。 2025年初，当宇树科技的人形机器人穿着花棉袄登上春晚舞台扭起秧歌，一股由"猎奇效应"点燃的机器 人租赁热潮迅速席卷华强北。 相关店铺纷纷改弦更张 "最热的时候，这层楼有好几家都是机器人租赁的，现在有的要么搬走，要么就开始卖一些AI机器人、 直播设备之类的。"在华强北的赛格电子市场五楼，商户老板刘强（化名）向记者表示，2025年一季度 是机器人租赁最火的阶段，当时机器人租赁占据最显眼的铺位。"租金水涨船高，单台人形机器人日租 金被炒至1.8万元—2.5万元之间，最高峰时期更是一机难求。" 但这种新奇感支撑的行情并未持续很久。近日，记者再次走访时，发现赛格电子市场的指引虽写着五楼 主营业务有机器人，但机器人租赁的店铺已经全然"改头换面"。这种变化具体什么时候开始的，刘强也 说不清楚："就是人越来越少，慢慢地有些店铺改卖小型的AI陪伴机器人，有的店铺转租了。" 取而代之的是，数百米之外的曼哈商业广场二楼一家由汪星人（广东）供应链科技有限公司运营的全球 机器人选品中心。2025年11月19日，全球机器人选品中心在深圳华强北正式开业。与早期 ...

本报（chinatimes.net.cn）记者石飞月 北京报道 机器人市场的资本热情正从本体制造、系统开发等传统环节，迅速向更下游的服务与应用层延伸，上线 仅三周的机器人租赁平台"擎天租"，就成为了这一趋势的最新例证。1月15日，擎天租宣布于近期完成 种子轮融资，另据媒体报道，擎天租CEO李一言在接受采访时透露，融资在内部已经排到了第四轮。 得到资本青睐的原因并不难猜，在业内人士看来，一方面，擎天租是全球首个机器人租赁平台,占据先 发优势，另一方面，这种商业模式有助于解决机器人商业化过程中长期存在的"最后一公里"难题。智元 机器人合伙人、高级副总裁、营销副总裁兼擎天租董事长姜青松预计，今年机器人租赁市场的规模不会 低于100亿元。 融资风头正劲 擎天租于2025年12月22日正式发布，由智元机器人、飞阔科技等具身智能领域企业联合发起，智元机器 人合伙人、高级副总裁、营销副总裁姜青松出任董事长，飞阔科技创始人李一言担任CEO，前饿了么副 总裁陈艳霞出任COO，喵掌柜创始人李可为担任CMO。 在擎天租的设计逻辑中，机器人不再是一次性售卖的设备，而是可以被灵活调用、快速部署、按效果付 费的"生产要素"，通过连接供给 ...

Core Insights - The rise of the humanoid robot rental market has been ignited since the 2025 Spring Festival Gala, with robots being used in various offline scenarios such as commercial performances, exhibitions, and corporate events [2][3] - The average rental cost for a single robot ranges from 5,000 to 8,000 yuan per day, while the purchase price for a general humanoid robot is between 100,000 and 300,000 yuan, making rental a more practical choice for most companies [3][4] Group 1: Market Dynamics - The demand for rental robots has exposed a core contradiction: generic robots produced by manufacturers often fail to meet the diverse needs of various scenarios, leading clients to seek more intelligent and interactive robots [3][4] - Companies like Feikuo Technology are addressing this issue by enhancing existing robots with external "computing boxes," sensors, and custom algorithms, allowing robots to quickly switch between different roles [4] Group 2: Technological Empowerment - Feikuo Technology has developed three major systems—Tianshu, Tianxuan, and Tianxun—that enable flexible empowerment of robots, allowing for quick adaptation to different brands and models without altering the robot's core structure [4] - The Tianshu system acts as the "brain" for scene interaction and navigation, while the Tianxuan system focuses on motion control and choreography, and the Tianxun system is tailored for quadruped robots in specific applications like inspection and security [4] Group 3: Standardization and Scale - To address the fragmented rental demand and inconsistent service quality, Feikuo Technology co-founded the "National Robot Rental Alliance," which has evolved into an independent platform called "Qingtian Rental," akin to a "robot rental version of Didi" [5] - This platform connects demanders, rental service providers, and robot manufacturers, facilitating a more standardized and scalable rental market [5] - The rental model not only serves immediate needs but also allows for real-world testing of robots, driving continuous technological iteration based on feedback from rental tasks [5]

当前，机器人租赁市场出现了"一机难求"的局面。"订单已排到春节！"有服务商称。 机器人租赁这门生意为何迎来旺季？哪种机器人正成为市场宠儿？ 一机难求，订单排至春节 近日，全国首个开放式机器人租赁平台"擎天租"正式发布。擎天租CEO李一言向中新经纬透露，上线一周，擎天租平台上机器人租赁订单已超过1000 单，交付时间一直排到春节前。 "圣诞、元旦双节促销，加之各大公司年会、商超年货采购，最近机器人租赁需求一直居高不下。"李一言解释。 "从2025年12月10日左右开始，跨年档期的机器人就已十分紧张，23号大部分机器人都没了。"北京萌货机器人租赁公司负责人祁远武告诉中新经纬，公 司共接手了6笔跨年订单，涵盖十几台机器人，订单量最大的客户一次租了4台。 据祁远武观察，2025年年底机器人租赁需求相比去年同期更为集中且远超预期。他印象中，"2024年底没有接到太多订单"。 李一言提到，2026年元旦假期期间，已出现机器人租赁商缺货，平台正协助跨商家调货交付客户订单的情况。 机器人厂商方面，中新经纬了解到，北京人形机器人创新中心等公司已经收到租赁订单。云深处相关负责人告诉中新经纬，租赁非其主推业务，但已有 主动找上门的 ...

Core Insights - The year 2025 is projected to be a significant year for robotics, with "embodied intelligence" being highlighted as a key focus in the government's work report, indicating strong state support for the industry [1] - The robotics sector has seen a surge in investment, with a notable increase in financing events and amounts, suggesting a booming interest in the market [2][3] - The emergence of a robot rental business model is gaining traction, driven by demand for flexible solutions in various scenarios such as corporate events and weddings [1][14] Investment Trends - In the first three quarters of 2025, the domestic robotics sector recorded approximately 500 billion yuan in cumulative financing, marking a 2.5 times increase compared to the same period last year [2] - The third quarter alone saw financing reach 198.13 billion yuan, a 172% year-on-year increase, indicating a peak in investment enthusiasm [2] - The number of financing events in the robotics industry doubled to 610 in the first three quarters of 2025 compared to 294 in the same period of the previous year [2] Market Dynamics - The robotics industry is expected to undergo a reshuffling in 2026, with predictions that only 10 to 20 companies may survive from the current hundreds, similar to the trajectory of the electric vehicle sector [5] - Concerns about the sustainability of the current investment boom are being voiced, particularly regarding the unclear commercialization paths for humanoid robots [2][5] - The market is witnessing a shift from one-time sales to service-oriented models, with the Robot as a Service (RaaS) model expected to gain traction [19] Application and Innovation - Robots are increasingly being deployed in various sectors, including industrial manufacturing, commercial sales, and logistics, with significant orders reported from major automotive companies [9] - New applications for robots are emerging, such as a humanoid robot successfully selling popcorn, showcasing the potential for robots in service-oriented roles [11] - The customization of robots for specific scenarios is seen as a key area for future growth, as different environments require tailored solutions [12] Rental Business Model - The robot rental market is projected to exceed 10 billion yuan, with expectations to reach at least 100 billion yuan by 2026 as the model becomes more mainstream [17] - The rental model is viewed as a way to lower entry barriers for businesses, allowing more companies to experiment with robotic solutions without significant upfront costs [18] - The growth of the rental market is supported by favorable policies and increasing demand for cost-effective automation solutions in various industries [19]

Core Insights - The collaboration between Ping An Property & Casualty, Shanghai Electric Financial Leasing, and Shanghai Electric Insurance Brokerage marks the launch of the first insurance policy combining "insurance + leasing" for embodied intelligent robots in China [1] Group 1: Market Expansion - The robot leasing market is expected to reach a scale of 10 billion yuan in 2026, driven by mass production and platform-based operations [2] - The high unit price of leasing robots, with costs potentially reaching tens of thousands of yuan for multiple units, supports the feasibility of achieving this market size [2] Group 2: Insurance Demand - The rapid expansion of the robot leasing market has created a corresponding demand for insurance products, as incidents during performances have highlighted the need for coverage [3] - Insurance is seen as a crucial safety net for both users and operators of robots, addressing risks associated with operational mishaps [3] Group 3: Innovative Insurance Products - The newly launched insurance policy includes comprehensive coverage, such as third-party liability, product quality liability, and information leakage liability, moving beyond traditional hardware coverage [4] - The collaboration aims to create a closed-loop model of "insurance + financing leasing" in real commercial scenarios, addressing long-standing issues in the industry [4] Group 4: Collaborative Framework - The partnership establishes a "risk-sharing, data-sharing, and service co-construction" framework, enhancing the integration of financial services with industrial operations [5] - A mechanism for "data available but not visible" has been developed to protect commercial secrets while allowing for effective risk assessment [5] Group 5: Future Plans - Ping An Property & Casualty plans to expand its insurance offerings to cover various types of robots and their entire lifecycle, including development, production, testing, and operational maintenance [6] - The company aims to collaborate with industry players and academic institutions to establish risk assessment standards and guidelines for insurance services in the robotics sector [6]

Core Viewpoint - The collaboration between Ping An Property & Casualty, Shanghai Electric Financial Leasing, and Shanghai Electric Insurance Brokerage marks the launch of the first "insurance + leasing" policy for embodied intelligent robots in China, indicating a significant development in the robot leasing market and its associated insurance needs [1][3]. Group 1: Market Expansion - The robot leasing market is projected to reach a scale of 10 billion yuan (approximately 1.5 billion USD) by 2026, driven by mass production and platform-based operations [2]. - The CEO of Qingtian Rental highlighted that the transition from novelty to regular use of leased robots will contribute to this market growth, with high rental costs for events further supporting the market's expansion [2]. Group 2: Insurance Product Development - The newly launched insurance policy includes comprehensive coverage, such as third-party liability, product quality liability, and information leakage liability, addressing the financial risk protection needs in real commercial applications [3]. - This insurance product represents a breakthrough by integrating insurance with financing leasing, overcoming previous limitations in the robot sector [3][4]. Group 3: Collaborative Framework - The partnership establishes a "risk-sharing, data-sharing, and service co-construction" model, enhancing the efficiency and accuracy of risk management through deep integration of financial services and industrial operations [4]. - A "data usable but not visible" mechanism has been created to protect commercial secrets while allowing for effective risk assessment and optimization of equipment management [4]. Group 4: Future Plans - Ping An Property & Casualty aims to expand its insurance offerings to cover various types of robots, including industrial, service, and special robots, and develop comprehensive financial protection solutions [5]. - The company plans to collaborate with industry players and academic institutions to research and establish risk assessment standards and guidelines for insurance services in the robot sector [5].

新华财经上海1月4日电（记者杜康）一块钱就能租个机器人？2026年元旦假期，智元机器人旗下租赁平 台"擎天租"正式启动覆盖全国十城的"1元闪租"活动。此外，为了培育更多租赁服务商，"擎天租"提出 了"零成本入行"，即在机器人租赁商加入平台的前三个月免机器租赁费、免服务费。 在提供各类补贴的同时，智元机器人也提出了一个明确的目标：计划到2026年培养200家高质量租赁服 务商，最终触达40万名用户。 智元机器人大动作押注"租赁"模式的背后，是具身智能行业进入量产元年后，面临产能释放与市场消纳 的一次大考。在人形机器人尚未能真正进入家庭做家务，或在工厂生产线"拧螺丝"的当下，租赁模式能 否成为行业商业化突围的路径，有待进一步观察。 机器人"买"不如"租"？2025年国内具身智能租赁市场破10亿元 谈到具身智能的商业化落地，首先要面对一个问题：在当前的技术环境下，用户应该去租一台机器人， 还是买一台机器人？ 租赁模式兴起的背后，首先是技术快速迭代带来的"购买焦虑"。2025年以来，具身智能的进化速度堪比 摩尔定律。智元机器人董事长兼CEO邓泰华曾打了一个比方：年初机器人走路还像老太太，年底就能唱 能跳、能说会道。 ...

Group 1 - The booming rental market for robots is closely related to the large-scale production by robot companies [1][19] - The rental prices for robots have slightly rebounded but remain significantly lower than last year, with starting prices dropping from 10,000 yuan to 2,000-3,000 yuan [1][4] - The demand for trying out robots has created fertile ground for the rapid rise of the robot rental market, with predictions that the market could reach 10 billion yuan in 2025 and 100 billion yuan by 2026 [3][19] Group 2 - The initial hype around robot rentals led to a chaotic market with many rental companies entering blindly, resulting in a price drop due to increased supply [4][20] - The rental market has evolved from simple rentals to a more industrialized model that includes additional services such as personnel, shipping, and technical support [6][20] - The launch of platforms like "Qingtian Rental" aims to integrate manufacturers, rental companies, content creators, and customers, indicating a shift towards a more structured rental ecosystem [7][19] Group 3 - The robot rental market is transitioning from a phase of concept hype to one focused on value delivery, with a shift towards full-stack solutions that combine hardware, software, data, and services [20] - The industry is expected to see significant growth, with estimates suggesting that by 2045, the number of operational humanoid robots in China could exceed 100 million, creating a vast market opportunity [19][20] - Companies are now focusing on understanding customer needs in various scenarios to provide comprehensive solutions, moving away from reliance on novelty and traffic effects [20]