有望像租车、租充电宝一样租机器人？ 12月22日，全国机器人租赁生态峰会暨"擎天租"平台发布会在上海举行。会上智元机器人正式发布机器人租赁平台"擎天租"。该平台致力于让租机器人像 租车一样方便，像租充电宝一样简单。 姜青松现场发布了"擎天租1234战略计划"，即2026年实现10+本体厂家、200+金牌服务租赁商、3000+内容创作者、400000+租赁客户。 让用户按需便捷租用机器人 "擎天租"平台的核心创新是将高门槛的机器人使用场景转化为类似共享充电宝的便捷租赁模式，从而打破当前机器人租赁市场运营成本高、合作链路复 杂、内容同质化严重等行业痛点，让企业和用户能按需便捷租用机器人。 "平台定位为第三方平台，欢迎全国甚至全球的机器人厂家入驻我们，不会对任何机器人品牌进行倾斜，而是根据市场需求进行匹配。"智元AGIBOT合伙 人、擎天租董事长姜青松接受证券时报记者采访时说。 机器人租赁规模明年有望达100亿元 2025年春节后，机器人租赁市场逐步兴起，从最初的自发兴趣式起，到今年年末已形成了行业趋势。姜青松接受证券时报记者采访时表示，机器人租赁此 前属于分散型，用户找机器人、租赁服务商找用户都比较难，"擎天租" ...

Group 1 - The core viewpoint of the news is the launch of the robot rental platform "Qingtian Rent," which aims to simplify the process of renting robots, making it as easy as renting a power bank. The platform is expected to see exponential growth, with an estimated market size of no less than 10 billion yuan next year [1][2] - The platform currently covers various application scenarios, including corporate annual meetings, exhibitions, retail stores, and wedding celebrations, encompassing multiple aspects of life and business activities [1] - The first batch of over a thousand robots was fully rented out on the launch day, with Haidilao being the first customer to utilize robots for birthday services in their stores [1] Group 2 - The robot rental market faces challenges such as high operational costs, complex collaboration chains, and content homogenization. "Qingtian Rent" adopts a platform model similar to shared power banks, aiming to reduce costs and make robot applications more accessible [2] - As the number of customers increases, rental companies can participate at lower costs, leading to continuous innovation in service content and creating a positive cycle that promotes rapid collaboration across the industry [2] - The platform has already expanded to cover 50 core cities in China, with plans to extend its service network to over 200 cities within the next year, and the second batch of robots for rental is set to enter rapid mass production [2]

Core Insights - The "Qingtian Rental" platform aims to empower the robot rental industry by creating a standardized and scalable ecosystem, facilitating value co-creation across the entire supply chain [1][2][6] Group 1: Industry Development - The robot rental industry is transitioning from fragmented services to an ecosystem-based approach, driven by the need for standardized and scalable development [2] - The "Qingtian Rental" platform is designed to connect users, rental companies, content developers, and equipment manufacturers, thereby enhancing the overall value of the robot rental industry and defining a new era of RaaS (Robot as a Service) [2][3] Group 2: Strategic Plans - The "Qingtian Rental 1234 Strategic Plan" aims to achieve partnerships with over 10 manufacturers, 200 premium service rental companies, 3,000 content creators, and 400,000 rental customers by 2026 [3] - The platform emphasizes the importance of collaboration among industry stakeholders to unlock the potential of intelligent robots across various sectors [3] Group 3: Innovative Rental Mechanism - The platform introduces a convenient rental model similar to shared charging stations, addressing high operational costs, complex collaboration chains, and content homogenization in the current robot rental market [3][4] - "Qingtian Rental" connects users, merchants, and creators, providing operational support and facilitating direct orders for robot rentals [4] Group 4: Nationwide Coverage and Growth Strategies - The platform has established a rental network covering 50 key cities in China, with plans to expand to over 200 cities by 2026, ensuring nationwide delivery capabilities for robot services [4] - User growth and merchant incentive policies will be gradually introduced to stimulate demand and enhance the platform's ecosystem [4] Group 5: Industry Confidence and Collaboration - The summit featured various industry representatives sharing successful applications of robots, highlighting the transformative impact on service experiences and operational efficiency [5] - The successful launch of the "Qingtian Rental" platform marks the beginning of a collaborative and win-win industry ecosystem, injecting confidence into the robot rental sector [6]

Core Insights - The "Qingtian Rental" platform aims to empower the robot rental industry by creating a standardized and scalable ecosystem, facilitating value co-creation across the entire supply chain [1] - The platform addresses the current challenges in the robot rental market, such as high operational costs and complex collaboration chains, by offering a convenient rental model similar to shared charging devices [2] - The strategic plan includes reaching 10+ manufacturers, 200+ premium service rental providers, 3000+ content creators, and 400,000+ rental customers by 2026, showcasing strong confidence in the industry's potential [2] Industry Developments - The robot rental industry is transitioning from fragmented services to a more integrated ecosystem, with the "Qingtian Rental" platform playing a pivotal role in this transformation [1] - The platform has established a nationwide rental network covering 50 core cities and aims to penetrate over 200 cities by 2026, ensuring nationwide delivery capabilities for robot services [3] - The platform will implement user growth and merchant incentive policies to stimulate demand and enhance service delivery, creating a sustainable and evolving ecosystem for the industry [3]

人民财讯12月22日电，12月22日，在全国机器人租赁生态峰会暨擎天租平台发布会上，机器人租赁平台 擎天租正式发布。该平台致力于让租机器人像租车一样方便，像租充电宝一样简单。擎天租CEO李一言 接受证券时报记者采访时说，平台化运作后，机器人租赁将呈现指数化增长，明年规模预计不低于100 亿元。 ...

12月22日，全国首个开放式机器人租赁平台"擎天租"在上海发布。据悉，平台目前已覆盖全国50个核心 城市、超600家服务商，提供多个品牌、多种型号的机器人租赁服务，租金价格从200元到超万元不等。 预计2026年，平台租赁服务将覆盖全国超200个城市，用户可通过小程序、商城等渠道直接下单。全国 首个开放式机器人租赁平台标志着机器人租赁服务从零散化走向生态化，将高门槛的机器人使用场景转 化为类似共享充电宝的便捷租赁模式。（央视财经） ...

Industry News - The National Development and Reform Commission, the State Administration for Market Regulation, and the National Internet Information Office jointly released the "Internet Platform Pricing Behavior Rules" to promote innovation and healthy development in the platform economy. The rules consist of 7 chapters and 29 articles, aiming to establish a balanced ecosystem with clear responsibilities and orderly competition. In the short term, platforms and merchants will need to adapt, while in the long term, the focus will shift from "subsidies for traffic" to "innovation and quality improvement" for sustainable high-quality development [1][2][3] - The People's Bank of China, along with other local authorities, has introduced a work plan for the "Five Major Financial Articles" in Fujian Province, outlining 18 specific measures to enhance support for technology finance, green finance, inclusive finance, pension finance, and digital finance [2][3] - The first L3-level autonomous driving license plate "渝AD0001Z" was issued in Chongqing to Changan Automobile, marking the start of the L3 autonomous driving era in China. Changan's L3 autonomous driving system has completed over 5 million kilometers of real-road testing in Chongqing [3][4] Company News - Zhiyuan Robotics announced a press conference for its "Qingtian Rental Platform" on December 22, aiming to transform robot leasing into an ecosystem. The company plans to collaborate with various partners to create a new leasing mechanism, allowing users to rent robots on demand [3][4] - ByteDance is reported to have achieved approximately $40 billion in net profit in the first three quarters of 2025, with an expected annual profit of around $50 billion. However, insiders have disputed these figures, indicating significant discrepancies [3][4] - Moore Threads held its first MUSA Developer Conference, focusing on full-function GPUs. The company plans to release a new GPU architecture called "Huagang" in 2026, which will enhance computing power density by 50% and energy efficiency by ten times [3][4] - Beijing Tongrentang Group expressed deep concern over recent media reports regarding "Antarctic Krill Oil" and has initiated an investigation into its subsidiary, Beijing Tongrentang (Sichuan) Health Pharmaceutical Co., Ltd. The company has apologized to consumers and is cooperating with regulatory authorities [4] Research Highlights - CITIC Securities reported that liquid cooling solutions are becoming the mainstream technology for energy saving in data centers, driven by increased power consumption in AI servers and chips. Domestic manufacturers are expected to benefit significantly from the rising demand for liquid cooling in AI data centers [5]

Core Insights - The first National Robot Leasing Ecological Summit was held in Shanghai, initiated by Zhiyuan Robotics and co-hosted with Hangzhou Feikuo Technology and Shanghai Electric Financial Group, focusing on building an ecosystem for the robot leasing industry [1][3] - Zhiyuan Robotics officially entered the leasing sector and introduced an ecological solution aimed at addressing the industry's fragmentation issues [1][3] Industry Overview - According to Hengzhou Chengsi data, the global smart robot leasing revenue is projected to reach approximately 11.22 billion yuan in 2024, with 65% coming from commercial service scenarios such as performances, tourist guides, and corporate events [3] - The robot leasing market faces significant challenges, including high operational costs, complex collaboration chains, and prominent content homogenization [3] Market Challenges - The core pain point in the leasing market is identified as "fragmentation," affecting all stages of the industry chain, leading to inefficiencies in matching demand and supply [3][4] - Current market dynamics rely heavily on industry enthusiasm, with manufacturers hesitant to expand production due to incomplete robot functionalities [3][4] Collaborative Solutions - The newly formed alliance includes Zhiyuan Robotics as the main manufacturer responsible for R&D and technology iteration, Feikuo Technology focusing on operations and content creation, and Shanghai Electric providing financial support [3][4] - The collaboration aims to reduce initial capital pressure for small to medium leasing companies and enhance risk resilience through a rental and resale system [4] Ecosystem Development - The alliance emphasizes building an ecosystem rather than merely engaging in one-time leasing transactions, aiming to attract more participants to expand the market [4] - A clear operational model has been established, where Zhiyuan reduces maintenance costs through centralized management, Feikuo enhances service value through content upgrades, and Shanghai Electric ensures liquidity in the ecosystem [4] Technological Integration - Zhiyuan Robotics showcased its recently launched Lingchuang platform, which integrates AI motion capture, cloud-based imitation learning, and multimodal orchestration capabilities, allowing ordinary users to create content for humanoid robots [4][6]

Core Insights - The first National Robot Rental Ecosystem Summit was held in Shanghai, initiated by Zhiyuan Robotics in collaboration with Hangzhou Feikuo Technology and Shanghai Electric Financial Group, focusing on building an ecosystem for the robot rental industry [1][2] - The establishment of the Zhiyuan Robot Rental Ecosystem Alliance aims to address high operational costs, complex collaboration chains, and content homogenization in the robot rental market [1][2] Group 1 - The alliance launched comprehensive empowerment policies for over 200 participating dealers, offering support in funding, equipment, orders, and traffic [2] - Feikuo Technology will provide operational support and market expansion, while Shanghai Electric will offer flexible financial solutions for scenarios like zero down payment and interest-subsidized leasing [1][2] Group 2 - The Lingchuang platform, recently completed its online testing, was publicly demonstrated for the first time at the summit, designed to enhance rental business efficiency and flexibility by lowering the barrier for secondary development of robots [2] - Zhiyuan Robotics aims to create a foundational ecosystem for the robot rental industry, reducing entry barriers and enabling partners to provide quality services at reasonable costs, with a focus on transitioning from decentralized operations to standardized scaling [2]

Core Insights - The establishment of the "Robot Leasing Ecological Alliance" aims to promote the standardization and scaling of the robot leasing industry, creating a win-win ecosystem for agents, developers, and end-users [1] Group 1: Event Overview - The first national robot leasing ecological summit was held in Shanghai, co-hosted by Zhiyuan Robotics, Hangzhou Feikuo Technology, and Shanghai Electric Financial Group [1] - Over 200 distributors participated in the summit, indicating strong interest and engagement in the robot leasing sector [1] Group 2: Strategic Goals - Zhiyuan Robotics aims to build a foundational ecosystem for the robot leasing industry, akin to essential utilities, to lower entry barriers and enable partners to provide quality services at reasonable costs [1] - The alliance focuses on "low barriers, high returns, and strong guarantees" to empower leasing companies and address industry pain points [1] Group 3: Support Mechanisms - The alliance will implement flexible policies such as rent deductions against buyout fees, cash subsidies, and promotional rewards to maximize profitability for partners [1] - Shanghai Electric Financial Group will provide customized financial solutions to support the growth of the emerging robot leasing industry [1]