Core Viewpoint - The 2026 Spring Festival Gala showcased impressive robot performances, leading to a significant increase in robot sales, particularly for companies like Unitree Technology, Magic Atom, Galaxy General, and Songyan Power [1] Company Highlights - Unitree Technology launched the G1 EDU U2 advanced version robot for sale on platforms like JD.com and Douyin following its appearance on the Spring Festival Gala [1] - The official flagship store of Unitree saw a surge of 30,000 fans during a live broadcast on New Year's Eve, with over 8 million viewers in total [1] - The G1 EDU U2 advanced version is priced at 208,850 yuan, with home delivery available but no option for a 7-day return policy [1] Industry Trends - The live demonstration of the Spring Festival Gala robots attracted significant online engagement, with many viewers placing orders for products like robotic dogs during the broadcast [1] - A lottery event by Doubao included 25 units of the G1 EDU U2 advanced version, indicating a growing interest in robotic products among consumers [1]

Core Insights - The 2026 Spring Festival Gala showcased a remarkable performance featuring humanoid robots, highlighting advancements in China's robotics industry and the integration of technology, art, and culture [1][2] Group 1: Performance Highlights - Four leading humanoid robot companies—Songyan Power, Galaxy General, Yushu Technology, and Magic Atom—collaborated to present distinct performances, showcasing their unique technological strengths and the diverse development paths of domestic humanoid robots [2][12] - Songyan Power demonstrated high dynamic motion control with continuous jumps and flips, while Galaxy General showcased the Galbot G1 robot in a new retail scenario, emphasizing the advantages of large embodied models [2][11] Group 2: Technical Preparation - The preparation for the performance was extensive, with Songyan Power creating a 1:1 stage environment for rigorous training, ensuring precision in movements and system reliability [11] - Galaxy General utilized a strong model generalization capability to adapt to complex stage lighting and accurately grasp various objects, with nearly two months spent on rehearsals and adjustments [11] Group 3: Industry Implications - The Spring Festival Gala is viewed as a critical platform for demonstrating the maturity and reliability of humanoid robot technologies, with 2026 expected to be a pivotal year for large-scale applications [12][13] - Songyan Power's robots are being integrated into educational settings, while Galaxy General is expanding its humanoid robot solutions in retail and logistics, indicating a shift from performance to practical applications [12][13] - The collaboration of these companies reflects China's diverse technological routes and rapid iteration capabilities in the humanoid robotics sector, moving from imitation to innovation in key areas [13]

Core Viewpoint - The 2026 Spring Festival Gala showcased a high concentration of robots from four Chinese companies, marking a significant moment for the commercialization of humanoid robots and AI technology in China [2][5][25]. Group 1: Robot Companies and Performances - Four companies, Songyan Power, Yushu Technology, Magic Atom, and Galaxy General, presented their robots at the Spring Festival Gala, providing a technology-rich experience for the audience [12][15]. - Songyan Power's robots were featured in a skit with famous comedian Cai Ming, emphasizing their affordability and accessibility, with many models priced below 10,000 yuan [18][15]. - Yushu Technology, a returning participant, showcased a martial arts performance, highlighting their advanced motion control capabilities [20][22]. - Galaxy General, valued at $3 billion, presented a touching microfilm featuring their robots, which can interact naturally with humans [22][24]. - Magic Atom demonstrated their high-dynamic bipedal robots in a musical performance, showcasing their extensive self-research capabilities [22][24]. Group 2: Commercialization and Market Impact - The participation of robots in the Spring Festival Gala serves as a critical endorsement, addressing public concerns about safety and reliability, and opening up B2B and B2C market opportunities [14][26]. - The cost of advertising during the gala ranges from 16.99 million to 44 million yuan, with individual robot performances costing over 100 million yuan, indicating the high stakes involved [12][13]. - The event is seen as a significant milestone for humanoid robots, potentially marking 2026 as a pivotal year for their commercialization [25]. Group 3: AI Integration and Competition - The integration of AI models, such as the Volcano Engine's Doubao model, into robots signifies a deep collaboration between hardware and AI, enhancing the robots' capabilities [28][31]. - Major tech companies like ByteDance and Alibaba are heavily investing in AI, with ByteDance planning to invest over 150 billion yuan and Alibaba 380 billion yuan in the next three years, indicating a fierce competition for AI dominance [57][58]. - The marketing strategies employed by these companies during the gala reflect their ambitions to establish a strong foothold in the AI ecosystem, with a focus on user engagement and long-term brand loyalty [62][64].

今年春晚，多个关于机器人的话题冲上热搜。 | ■ 机器人cos撒贝宁 ■ | 1312037 | | --- | --- | | ■ 蔡明推出了蔡明 ■ | 1799279 | | 区 蔡明仿生机器人30年返场 ■ Comments of the Carles of Children and Children and Children and Children and Children and Children and Children and Children and Children and Children and Children Comments | 2221606 | 据了解，在2025年央视春晚上，宇树科技的机器人靠节目《秧bot》一炮走红；今年，宇树科技、魔法原子、银河通用、松延动力四家机器人企业亮相 2026年央视春晚，分别参与了舞蹈、武术、微电影、小品等节目，十分全能。 春晚总导演：希望通过节目让观众看到 中国机器人产业立体化的状态 总台马年春晚总导演于蕾说，春晚直播结束，主创团队就像考试结束，接下来就是等待观众"阅卷"。大家很享受筹备和直播的过程，会为零点准时倒计时 欢呼，也会为了虚拟团 ...

格隆汇2月17日｜松延动力创始人、董事长姜哲源表示：这次上春晚不只是秀技术，更想让大家看到机 器人有温度、会互动的温情一面，顺便把品牌打响、把订单做起来，也让资本市场更看好公司。 面对 行业里"不需要一百万台跳舞机器人"的讨论，他也直言不讳——跳舞不是终点，只是现阶段展示技术的 办法，未来机器人肯定要扎进真实作业场景里去，而先靠现有技术活下去、跑通商业化，才是企业最基 础的底气。 他也给出了松延动力的目标：锚定量产和交付，把产能、品控做扎实，走出属于自己的路 线。 ...

将投中网设为"星标⭐"，第一时间收获最新推送 时代真的变了，以前春晚看人，现在春晚看机器人。 可能是之前被铺垫的太多了，春晚节目单出来之后，果不其然几个品牌的机器人都赫然在列，并且节目大多排在了前面，宇树等还数次露脸，贯穿全 程，给足了排面。我的父母是 70 年代生人，他们看到机器人打醉拳，练武术，给出的反应是厉害，了不起，感慨科技发展之快，也担心技术进步带来 的负面影响，比如那几个小孩子要是不小心给机器人抡一棍子，得多疼啊。 我两岁半的儿子，应该是一位 AI native 了，他几乎在每个节目里寻找机器人的身影，在他有限的认知里，机器人参与节目才是正常。我也被宇树《武 Bot 》表演震撼，但不得不说，科技含量高，广告含量也高， AI 和机器人的植入太过刻意。 科技春晚，除了有限的惊喜，还有无限的吐槽。 吐槽春晚就像年夜饭的下酒菜，从来没有消失过，从最初吐槽语言类节目不好看，到吐槽流量明星占比太多，再到后来表示记忆点少等等。而今年的风 向又转向了广告内容太多，节目更像是各大广告中穿插的存在。 关于吐槽，是咱们广大网友 " 施展才华 " 的主战场，在这我就不班门弄斧了。我们主要谈谈那四家在央视春晚舞台上的机器人 ...

（来源：BRTV新闻抖音） 拒绝亏本内卷！宇树CEO王兴兴：机器人产业应以技术创新筑牢根基 ...

" 2025年，全世萝卜营收超千万元。 " 作者丨 代聪飞 编辑丨 马晓宁 每天中午11点-13点，是一家餐厅的外卖峰值时间。在这短短两个小时，一家大型餐厅有超300单外卖要 送出。 为了及时送出每单外卖，餐厅要求包装一个外卖单的过程不超过20秒。由于餐食需要经得起外卖员的一路 颠簸，有时甚至需要面临狂风骤雨，外卖单往往需要很好的包装。 从撑开保温袋、放好餐食和餐具、完成打包，餐厅店员的这一整串流程需要在20秒内就要完成，否则可能 就手忙脚乱、错误百出。 那么，如果让机器人来做这件事情呢？他们能做好吗？成本又需要多少？这就是全世萝卜CEO苏亮以及他 的公司最近在做的事情之一。 两年后，傅盛看中苏亮的能力，邀请苏亮加入猎豹移动。当时的苏亮尚在深圳，加入猎豹意味着苏亮需要 来北京重新开始生活。尽管如此，苏亮还是选择北上，加入猎豹移动，担任投资VP，直接向傅盛汇报。 不同于市面上大部分机器人的交付模式，苏亮希望把公司做成「机器人蓝翔技校」。当这些机器人到达客 户手中后，他们能自主完成一系列工作，代替的是一个工种，而不是只机械地会某一项工作。 从投资机器人公司UFACTORY到加入猎豹担任投资VP，从在一家公司里带队 ...

Group 1 - The core event featured humanoid robots from Yushu Technology, showcasing their capabilities on the stage of the Spring Festival Gala, equipped with Hesai's JT128 LiDAR technology [1] - The performance included synchronized movements of multiple robots, demonstrating advanced coordination and precision, with the ability to perform complex actions like flips and martial arts [5][7] - The collaboration between Yushu Technology's AI algorithms and Hesai's LiDAR technology effectively addressed motion error accumulation, ensuring seamless execution of the performance [9] Group 2 - Hesai Technology's JT series LiDAR has achieved cumulative deliveries exceeding 200,000 units, becoming a popular choice for humanoid robots and facilitating their transition from laboratories to households [13] - Hesai Technology is recognized as a leader in three-dimensional perception technology, driving advancements in robotics, autonomous driving, and smart industries, while also contributing to the foundational infrastructure of physical AI [17] - The integration of LiDAR technology is becoming a standard safety feature in vehicles and is igniting the next wave of physical AI innovations, with Hesai Technology committed to partnering with firms like Yushu Technology for future developments [17]

格隆汇2月17日｜据央视，春晚总导演于蕾说，春晚直播结束，主创团队就像考试结束，接下来就是等 待观众"阅卷"。大家很享受筹备和直播的过程，会为零点准时倒计时欢呼，也会为了虚拟团队呈现欢 呼。今年的春晚机器人"浓度"超高，希望通过节目让观众看到中国机器人产业立体化的状态。 ...