（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。 ...

大家好，我是佩妮。 本来想休假纯躺平的，但是看着春晚，实在是忍不住我吐槽的洪荒之力（我知道是老梗），必须爬上来和大家一起唠嗑…… 今年这届春晚，是我 过去几年看得最认真的一届春晚 。无它，过去两年"科技"成为了一二级市场的主旋律，连带这届春晚也成了科技（广 告？）含量最高的一届，也成为了和资本市场关系最紧密的春晚。 这就叫： 过去的我嗤之以鼻，现在的我逐帧学习…… 被玩梗说春晚导演是不是提前上杠杆重仓了，承载了全国股民的希望的一台晚会…… 当然，大 A 很体贴，春节期间赌场不开门，除了一些年前就埋伏了的朋友，就只能看看港股的表现了。 好了，正片开始，主要列一下我感兴趣的点： 1）大家最关注的肯定是这次 春晚 4 家机器人大战 了。 一开始大家都在传，几家机器人公司为了上市重金砸了上亿上春晚，但是咱们仍未知道到底花了多少钱。 说真的，这种编排好的表演有啥意思，都说直接让这4家公司各派一个机器人上去直接格斗得了，更好看。哈哈哈。 结果吧，有目共睹， 宇树杀死了比赛。 就这个武术表演动作控制的 流畅度和稳定度 吧，绝了！ 最后超大型人形机器人的出场也非常惊艳，进步太大了，比去年扭秧歌被人拎着后脖颈 下台强太多了。 ...

2月16日，马年春晚舞台上，宇树科技机器人与河南塔沟武校学员联袂呈现的节目《武BOT》燃爆全 场。机器人行云流水的空翻、醉拳以及高速集群变阵，让观众直呼过瘾 。 节目火爆出圈后，宇树科技创始人王兴兴向央视新闻独家揭秘了机器人"练功秘籍"。他透露，为了实现 高难度的弹射空翻动作，团队在仿真平台上进行了上亿次训练，再放到实物机器人上微调，最终机器人 借助定制弹射器可腾空2至3米完成空翻，"这一动作在全球范围内是首创"。 更令人惊叹的是二十多台机器人在快速奔跑中完成的穿插变阵。王兴兴表示，相比去年《秧BOT》 的"慢慢走"，今年这种高动态、高协同的集群控制技术同样是全球首次亮相，为后续机器人在复杂场景 中的调度做好了技术铺垫 。 基于中国机器人行业的迅猛发展态势，摩根士丹利上调了2026年中国人形机器人销量预测。今年中国人 形机器人销量将同比增长133%，达到28000台，较此前的预测14000台高出一倍。预计到2030年将达到 26.2万台，到2035年将达到260万台，而去年的销量约为1.2万台。 摩根士丹利还指出，生产成本下降将逐渐使拥有机器人变得更加容易。作为全球人形机器人供应链核心 所在地，中国今年机器人 ...

Core Viewpoint - Hesai Technology's JT series LiDAR has achieved cumulative deliveries exceeding 200,000 units, marking a significant milestone in the field of robotics and AI infrastructure [11]. Group 1: Product Performance - The humanoid robots from Yushu Technology showcased at the Spring Festival Gala utilized Hesai's JT128 LiDAR, demonstrating impressive capabilities such as flips, martial arts, and synchronized movements [5][8]. - The collaboration between Yushu Technology's AI fusion positioning algorithm and Hesai's JT LiDAR effectively addresses motion error accumulation in long sequence performances, ensuring precise and synchronized actions [5]. Group 2: Market Impact - Hesai's JT series LiDAR is currently the best-selling mini 360° LiDAR for embodied intelligent robots, facilitating the transition of robotic technology from laboratories to households [11]. - As a leader in three-dimensional perception technology, Hesai Technology is accelerating advancements in robotics, autonomous driving, and smart industries, positioning itself as a key builder of physical AI infrastructure [12]. Group 3: Future Outlook - LiDAR technology is becoming a standard safety feature in vehicles and is igniting the next wave of physical AI innovation. Hesai Technology aims to continue its partnership with Yushu Technology and other strong allies to embrace a vibrant future in intelligence [13].

智通财经记者 范佳来 秦盛 2月16日晚，2026年春节联欢晚会正式开幕，一系列精彩的机器人表演不仅吸引了广大观众的关注，同样引爆社交网络。 马年春晚开播两小时（2月16日20:00-22:00），京东机器人搜索量环比增长超300%，客服问询量增长460%，订单量增长150%。新增订单覆盖全国 100多座城市，从一线城市到大小县域均有分布。 宇树机器人春晚武术表演再炸场， 王兴兴：高动态高协同集群控制技术全球首秀 宇树第三度登上春晚，依然让网友直呼惊喜。 2月16日，除夕，宇树科技作为春晚机器人合作伙伴，与河南塔沟武术学校共同带来去年《秧BOT》的升级版武术表演节目《武BOT》。 宇树科技的人形机器人G1、H2和真人演员一起表演，完成了倒退跨越障碍、后空翻等高难度动作，还手持长棍、双节棍、长剑等进行武术表演， 还表演了一段醉拳。 对于此次节目，宇树科技创始人王兴兴在接受央视采访时表示，今年机器人的头部激光雷达、灵巧手等硬件和软件做了很多升级，"去年一整年， 我们公司包括全中国的机器人的技术提升非常快，像我们公司的话，目前可以做各种的功夫动作，而且在舞台上面我们挑战了很多极限动作，可 能一般的人，甚至武术演员都 ...

其中蔡明、王天放和数台机器人共同出演小品《奶奶的最爱》，小品中真假孙子来了个大PK，机器人会撒娇、讲笑话，情绪价 值拉满；还会变魔术、后空翻，技能值爆表。 你看出来哪个是真正的蔡明了吗？ 这是时隔30年，蔡明再次出演机器人，上一次还是1996年春晚。 图源：春晚截图 机器人练武的节目《武BOT》也燃爆全场！ 从去年的《秧BOT》到今年的《武BOT》，机器人变身功夫小子，跳马、后空翻，动作连贯、招招精准。不仅如此，醉拳、双 节棍，它们也不在话下。丝滑连招，在春晚舞台上生动演绎赛博版"以武会友"。 为上春晚豪掷千金，四家机器人厂商同台pk 2月16日晚，2026年中央广播电视总台春节联欢晚会开播，机器人又来大展拳脚！ 银河通用成立于2023年5月，专注于通用机器人，已在商业、工业、医疗等场景中应用。2025年12月，银河通用完成新一轮3亿 美元融资，最新估值已达30亿美元。此前，银河通用完成股改，被认为是在为赴港上市做准备，但公司方对此作出了否认。 今年总台春晚已官宣的合作伙伴已超20家。其中，自去年蛇年央视春晚，宇树科技机器人凭借一把扭秧歌一炮走红后，春晚成 为机器人厂商的营销秀场。 经过一年，行业正快速演进至 ...

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]