Core Insights - The global humanoid robot shipment is projected to reach nearly 18,000 units by 2025, representing a year-on-year growth of approximately 508%, with a market size of around $440 million [1] - Cumulative order volume is expected to exceed 35,000 units during the same period [1] Company Landscape - Chinese companies dominate the shipment volume, with Zhiyuan Robotics and Yuzhu Technology each shipping around 5,000 units [1] - Other companies such as Leju Robotics, Accelerated Evolution, and Songyan Power shipped approximately 1,000 units each [1] - Companies like Galaxy General, UBTECH, Zhongqing Robotics, and Stardust Intelligence shipped between 400 to 1,000 units [1] - Emerging companies including Xingdong Jiyuan, Magic Atom, Beijing Humanoid Robot Innovation Center, Xinghai Map, Mojia Zhichuang, and Zhujiji Power achieved shipments of over 100 units [1] - In contrast, international firms like Apptronik and Figure AI are still in pilot testing phases, with shipment volumes in the tens [1] - Tesla's humanoid robot is expected to begin large-scale production in 2026 [1] Product Form Factor - Bipedal robots (including full-size and small-to-medium size) contribute to 66.3% of market sales [1] - Full-size humanoid robots account for the highest sales proportion at 41.6%, with Zhiyuan Robotics leading in this segment [1] Industry Analysis - IDC analysis indicates that Chinese manufacturers hold a first-mover advantage in the current stage of humanoid robot commercialization due to a complete industrial chain, rapid iteration capabilities, and cost advantages [1] - Future industry competition is expected to shift from hardware sales to dimensions such as technical services and ecosystem development [1]

当春晚烧钱=注意力炒作主机厂入局=跟风凑热闹量产=骗局的论调在行业蔓延，我们似乎陷入了一种为了批 判而批判的偏见漩涡。 2026年的人形机器人赛道，真的如某些观察所言那般虚火旺盛？其实未必。 如果剥开片面解读的外壳，那 些被诟病的问题，恰恰是产业成长的必经之路；那些被否定的动作，背后藏着深层的战略逻辑，仅需以事实 为剑，就能逐一戳破这些流传甚广的行业误读。 01. 春晚1亿入场券是否有必要？ 把企业上春晚等同于烧钱买曝光，显然低估了这件事的核心价值。 央视的舞台从来不是单纯的商业广告位， 而是国家层面对技术可行性的隐性认可.能登上春晚的机器人，必然经过了稳定性、安全性的多重检验，或者 在某种环境/调试下，可以"撑得起台面"，这种官方背书的公信力，是再多营销费用也买不来的。 十年前优必选借春晚出圈，后续能成为行业龙头，靠的不是一次曝光，而是春晚带来的持续品牌信任度，让 其在B端市场拿下大量订单；宇树去年借春晚热度，后续在工业巡检场景实现小批量落地，这才是注意力经 济的本质： 曝光是敲门砖，技术落地才是落脚点。 02. 供应链红利下的顺势而为 在部分观点中，把汽车主机厂做机器人说成抄特斯拉作业凑热闹，本质上依然选 ...

" 2026，脸正成为必需品？ "你好，我在。" 这句被无数智能音箱重复了亿万次的回应，曾是人机交互的里程碑，如今却成了一个亟待被打破的僵化符 号。 它代表了一种旧范式：明确的指令输入，换取被动、工具式的反馈输出。 2025年，人形机器人产业正经历着奇特的"身体与头部"发展的割裂。 一方面，本体运动控制突飞猛进，双足行走、上下楼梯、甚至跑酷的演示视频不断刷新着技术上限；另一方 面，当这些精巧的"身体"试图与人进行日常交流时，交互体验却往往停滞在智能音箱时代：一个冰冷的语音 合成器，被放置在了一副会动的躯壳之上。 "我们正处于'强本体，弱交互'的尴尬阶段。"一位资深机器人产业投资人指出，"机器人的腿脚越来越灵活， 但它的脸和表达却仍是机器人。这种割裂感，是阻碍其真正融入人类生活场景的核心障碍之一。" 这种割裂背后，是机器人技术栈长期以来的重心失衡。行业将超过80%的研发资源投入在运动、抓取等"生 存技能"上，而用于构建社会性、情感化连接的"交互智能"，却长期被视为锦上添花的附属功能。 2026年初春，上海，一家初创科技公司里，一场安静却意义深远的"变革"正在发生。 一台名为"灵智5号"的仿生头静静地置于工作台中 ...

语言在描述物理世界时，如同一个信息漏斗。 鸡蛋的粘滑、铲子切入的角度、面包被压下的弹性等等这些精细的、不可言传的物理属性，被强行压缩成贫瘠的文 字，关键信息丢失严重。 这就像让一个只用文字记录菜谱的人去当大厨，永远炒不出那个锅气。 从语言描述到物理模拟 01. 能不能让机器人抛开语言拐杖，像人一样，在一种更接近物理本质的意识流里进行推演？ 近日， 至 简 动 力 、 北 京 大 学 、 香 港 中 文 大 学 、 北 京 人 形 机 器 人 创 新 中 心 在 论 文 《 LaST₀ ： Latent Spatio-Temporal Chain-of-Thought for Robotic Vision- Language-Action Model》中给出了答案。 " 推理速度飙升，性能超越 Pi0.5。 机器人不再需要把每个步骤想清楚再说，而是直接在脑海里运行一个多维度的物理模拟器，一边推演未来，一边流畅执行。 想象一下，你让机器人做个煎蛋三明治：先靠近平底锅，用铲子轻轻铲起鸡蛋，再稳稳放到面包上。传统的机器人搭载视觉-语言-动作（VLA）模型，在执行前， 真的会像默念剧本一样，在心里用语言把这些步骤过一遍 ...

与蓬勃发展的机器人产业共同思考、追问与记录，是硬科技时代赋予专业内容人的独特机遇与使命。 机器人行业迎来历史性爆发的今天，海内外巨头纷纷布局，创业公司如雨后春笋。但对于真正想深入机器人产业核心、而非仅仅围观的人来说，机会究竟在哪里？ ▍ 行业红利：机器人时代的内容新机遇 当全球科技巨头竞相投入机器人领域，中国机器人产业已进入前所未有的黄金发展期。市场规模已突破千亿大关，年增长率持续超过 20%。然而，这个行业的信息 鸿沟正在扩大。 技术突破日新月异，产业动态瞬息万变，市场格局不断重塑。绝大多数从业者、投资者和爱好者，却缺乏一个能够深入解读、精准分析、全景呈现机器人产业的专 业平台。 ▍ 岗位需求：五大板块全面招募 我们不拘一格寻找人才，无论你之前是经验丰富的行业记者、科研工作者、市场调研者 ……只要你有对机器人的热爱、对内容的敏感和对专业的追求，都欢迎加入 我们。 目前，我们有多个方向的不同岗位招聘需求， 具体岗位要求如下： 一、 媒体板块 工作地点：北京、杭州、上海 （一）副主编： 拥有选题能力及经验，要求在科技媒体或者机器人 /人工智能垂类媒体有相关工作经验； （二）主笔： 可以产出深度行业观点原创稿件； ...

Group 1 - The global first large-scale robot gala "Robot Wonderful Night" was launched on February 8, 2026, co-hosted by Zhiyuan Robotics and Qingtian Rental, featuring a 999 yuan nationwide robot experience plan for users [1] - CITIC Securities indicates that the robot industry is at a critical point of transition from "technological vision" to "industrial reality," emphasizing the importance of computational power, algorithms, and precision manufacturing [1] - CITIC Securities predicts that 2026 will be the "year of mass production" for the industry, with policies focusing on refined governance models and capital markets innovating IPO systems to support asset securitization across the industry chain [1] Group 2 - As of February 9, 2026, the National Certificate Robot Industry Index (980022) rose by 1.17%, with component stocks such as Gokong Technology up by 9.70% and Lingyun Light up by 5.08% [1] - The National Certificate Robot Industry Index reflects the price changes of listed companies related to the robot industry in the Shanghai and Shenzhen stock exchanges, with the top ten weighted stocks accounting for 39.43% of the index as of January 30, 2026 [2]

Core Viewpoint - The Robot ETF (159770) is experiencing significant growth, with notable increases in both trading volume and fund size, reflecting strong investor interest in the robotics sector. Group 1: ETF Performance - As of February 9, 2026, the Robot ETF (159770) recorded a transaction volume of 91.04 million yuan, with the underlying index, the CSI Robot Index (H30590), rising by 1.29% [1] - The Robot ETF (159770) saw a weekly growth of 213 million yuan in size and an increase of 11.1 million shares over the past week [2] - In the last five trading days, the Robot ETF (159770) experienced net inflows on three days, totaling 201 million yuan [3] Group 2: Product Highlights - The Robot ETF (159770) is the largest robot-themed ETF in the Shenzhen market, covering various segments such as humanoid robots, industrial robots, and service robots, allowing investors to easily access the entire robotics industry chain [4] Group 3: Related Events - The first Global Humanoid Robot Fighting League (URKL) was officially launched on February 9, 2026, focusing on testing core technologies in humanoid robots and promoting the transition from laboratory to practical applications [5] Group 4: Institutional Insights - CITIC Securities notes that the robotics industry is at a critical juncture, transitioning from "technological vision" to "industrial reality," with 2026 expected to be a year of mass production, supported by refined governance and capital market innovations [6]

Core Viewpoint - Rosen Law Firm has filed a class action lawsuit on behalf of purchasers of securities of Richtech Robotics Inc. for the period between January 27, 2026, and January 29, 2026, due to alleged misleading statements made by the company [1][5]. Group 1: Lawsuit Details - The lawsuit claims that Richtech Robotics falsely stated it had a collaborative relationship with Microsoft, which was not true, leading to materially false and misleading statements about the company's business and prospects [5]. - Investors who purchased Richtech Robotics securities during the class period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Participation Information - Interested parties can join the class action by visiting the provided link or contacting the law firm directly. A lead plaintiff must file a motion by April 3, 2026 [3][6]. - It is noted that no class has been certified yet, and investors can choose to remain absent or select their own counsel [7]. Group 3: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest ever against a Chinese company. The firm has been consistently ranked among the top for securities class action settlements [4].

东莞市委常委、常务副市长曾坚朋及市工信局、南城街道、市科协、东实集团、未来时代等部门单位和 企业的领导出席活动，并为展示体验中心揭牌，标志着中心正式对外开放。市发改局、市科技局以及各 镇街（园区）和重要行业协会及企业的相关领导同志及代表也出席参加活动。 活动现场，科技感与互动性深度融合。主会场内，数台人形机器人与机器狗组成"矩阵"登场，伴随科技 感音乐完成阵列变换；传统醒狮队与"舞狮犬"机器狗同台表演，打鼓机器人奏响鼓点，实现"传统民俗 +现代科技"的创新碰撞；舞蹈演员与各种型号机器人合作完成等"人机共舞"节目，引发阵阵掌声。 当前，东莞正深入贯彻国家关于推动人工智能与实体经济深度融合的战略部署，全力通过建立高规格统 筹工作机制，加强高竞争力政策供给，抓好技术攻关创新，推动"机器人＋"典型场景应用和强化产业对 接合作等多方面工作，全面推动具身智能机器人产业发展，培育新质生产力、建设现代化产业体系。 目前，东莞已形成从核心零部件到整机制造、从技术研发到场景应用的完整机器人产业链。此次开放的 展示体验中心，正是东莞打造"智造高地"的关键载体，其不仅是东莞首家集展示、体验、销售、服务、 科普、交流于一体的机器人6S ...

企查查APP显示，近日，景德镇吾空科技有限公司成立，注册资本4000万元，经营范围包含：智能机器 人的研发，智能机器人销售，服务消费机器人制造，人工智能应用软件开发，人工智能理论与算法软件 开发等。企查查股权穿透显示，该公司由北京银河通用机器人股份有限公司、景德镇冰河文旅科技有限 公司共同持股。（人民财讯） ...