Core Insights - Barclays Bank's latest report indicates that the AI-driven robotics and autonomous machines market is expected to expand to a trillion-dollar scale by 2035, marking a significant leap from its current size and becoming one of the most promising investment themes for the next decade [1] Group 1: Market Growth and Trends - The report titled "The Decade of Robotics" highlights that autonomous vehicles, a relatively mature sector, will lead the growth, followed by drones, and eventually more complex humanoid robots [1] - The report emphasizes a stepwise increase in automation levels and application complexity, driven by advancements in computing power, mechanical systems, and energy systems [1] Group 2: Regional and Sectoral Dynamics - China currently dominates the deployment of humanoid and industrial robots, but Barclays anticipates that nearly 200 listed companies will deeply engage in this theme over the next decade, with about 100 having issued corporate bonds [2] - Traditional automotive manufacturers are expected to become significant players, while the deployment of robotic systems in warehousing, logistics, and retail will continue to accelerate [2] Group 3: Key Players and Supply Chain - Notable companies mentioned include Mercedes-Benz, which is utilizing NVIDIA's Omniverse platform for virtual factory transformations, and Tesla, which has identified robotics as a core focus in its latest earnings call [2] - Key upstream players providing foundational software and hardware for robotics and physical AI include TSMC, Samsung Electronics, and NVIDIA, along with battery manufacturers like EVE Energy and CATL [2] Group 4: Application Trends - The application of physical AI is already evident in large logistics and retail systems, with Amazon deploying over 1 million robots in its fulfillment network, indicating that this scale may only represent a small fraction of long-term potential [3] - Similar trends are emerging in the operations of major retailers like Walmart, further validating the expansive prospects of the robotics and autonomous machines market [3]

宏观经济 1、2月17日，全国铁路预计发送旅客610万人次，计划加开旅客列车281列。3月3日，也就是正月十五元 宵节的火车票开始发售。截至16日8点，铁路12306已累计发售春运期间火车票超2.57亿张。 2、网络平台数据显示，截至2月17日20时，2026年春节档档期总票房（含预售）破15亿元，《飞驰人生 3》《惊蛰无声》《熊出没·年年有熊》位列前三。 3、央行：2025年末资管总资产余额合计120万亿元，同比增长13.1%。资管产品规模快速增长，新增资 产主要投向同业存款和存单。 4、中国信息通信研究院日前发布的《人工智能治理研究报告(2025年)》显示，2025年我国人工智能治 理体系建设加速演进、日趋成熟。截至2025年底，累计已有748款生成式AI服务完成备案。 5、近日，财政部会同农业农村部统筹安排中央财政资金12.5亿元，支持11个冬小麦粮食主产省份开展 促弱转壮等相关工作，重点对追加增施提苗肥等防灾稳产措施给予适当补助，全力夯实夏粮稳产丰产基 础。 投资要闻 1、美股三大指数均小幅收涨，纳指涨0.14%，标普500指数涨0.1%，道指涨0.07%。大型科技股涨跌不 一，苹果涨超3%。欧洲主要 ...

1、 机器人话题持续刷屏。 春晚机器人的热度，直接转化为实打实的销量。据多家媒体报道，马年春晚开播两小时，京东机器人搜索量环比增长超 300%，订单量暴涨150%。宇树科技创始人王兴兴预计，今年全球人形机器人出货量至少达到几万台，宇树科技的目标出货量在1-2万台。王兴兴同时指 出，受限于具身智能大脑等技术瓶颈，人形机器人还处于应用早期。 2、 2026年春节档电影总票房突破15亿元，《飞驰人生3》《惊蛰无声》《熊出没·年年有熊》位列前三。 至此，2026年度国内电影总票房已超40亿元。 2026年春节档2月15日正式开启，从大年二十八一直到正月初七。数据显示，2月17日（大年初一），全国电影院排映场次近57万场，大幅刷新中国影史单 日场次最高纪录。 3、 美国和伊朗第二轮谈判2月17日结束， 双方就一些总体问题达成一致 ，在谈判代表团与各自国家政府汇报磋商后，双方将继续讨论细节问题。 1、 2026年除夕当天，银联、网联共处理支付交易49.31亿笔，较去年除夕增长21.64%。 其中，除夕晚23:50至初一0:20是红包发放的高峰时段，网络支付 最高峰为14.47万笔每秒，同比增长7.18%，创历史新高。 2 ...

"此次登上春晚的仿生人形机器人，堪称'最像人的演员'。"北京松延动力科技集团股份有限公司 首席市场官张淼介绍，这款机器人搭载了自研面部驱动算法与多模态交互大模型，配备30多个脸 部自由度，可实现数十种拟人化的微表情与微动作。 这份"逼真"背后，是数百万次的迭代训练与优化升级。"机器人的语音、唇形、表情的实时对应， 是本次春晚表演要克服的技术难题。"松延动力技术负责人说。 打醉拳、演小品、能取货…… 马年春晚舞台上，不同类型的机器人组团登场， 上演了一场科技版万马奔腾，成为新春最具未来感的风景线。 经过数百万次迭代训练与优化升级 在语言类小品《奶奶的最爱》中，机器人与演员默契配合，让人眼前一亮。 正围绕全产业链展开差异化布局 当前，我国在人工智能、机器人领域取得一系列亮眼成绩。尽管具身智能产业发展处于起步阶 段，但在大模型研发和产品制造方面具有较好基础。国务院发展研究中心在《中国发展报告 2025》中研判，具身智能市场规模有望在2035年突破万亿元，并将引领带动交通物流、工业制 造、商业服务等多个应用领域新质生产力进一步跃升。 从区域布局来看，各地正围绕全产业链展开差异化布局，形成协同发展的良好态势。京津冀地区 ...

Group 1: Industrial Robots - During the Spring Festival, Chengdu's Kanopu Robot Technology Co., Ltd. produced industrial robots that are meeting automation production demands for manufacturing clients in East China, South China, and Southeast Asia, particularly in core areas like industrial welding and automotive component assembly [4] - The company has exported its industrial robots to over 40 countries and regions, including Southeast Asia, Latin America, and Europe, showcasing its capabilities in high-precision and high-stability operations [4] Group 2: Smart Care Robots - In the Taibao Jiayuan Chengdu International Elderly Care Community, a smart device developed by the Zhongke Source (Chengdu) Robot Research Institute and ecological enterprise Senlikang is providing care for elderly residents, offering companionship, safety monitoring, and health reminders [5] - The smart device conducts area patrols every half hour and can trigger alarms and send alerts to caregivers if an elderly person falls [5] Group 3: Consumer Robots - At the Chengdu Tazishan Park, an ice cream robot has gained attention for its ability to automate the entire process from ingredient mixing to product selling in about 40 seconds [6][7] - The ice cream robot has previously served in various scenic spots, including Chengdu Dong'an Lake Sports Park and Leshan Giant Buddha [7] Group 4: Humanoid Robots - The Xingjin Humanoid Robot Technology Company has shipped its "Dengba" robot to the European Union before the Spring Festival, marking a significant export milestone [8] - This robot features a 19-inch large screen and comes with a complete group control system, intelligent scheduling system, and integrated media content platform, providing a comprehensive solution for clients [8] - The robot has broad application potential in cultural, commercial, and tourism scenarios, aligning with market demands for innovative interactive media solutions [9]

Core Viewpoint - The event at JD MALL showcased popular robots from the Spring Festival Gala, attracting significant public interest and enhancing consumer engagement with robotics technology [1][3][9] Group 1: Event Highlights - The robots featured at the event included MagicBot Z1, Magic Panda, and various models from Songyan Power, which engaged with attendees through interactive performances [6][7] - The logistics of transporting the robots from the Spring Festival stage to JD MALL were meticulously planned, taking only 40 minutes to ensure timely availability for the public [3][6] Group 2: Consumer Engagement - The event allowed consumers to experience the robots firsthand, leading to increased sales and interest in robotics, with a notable surge in search and order volumes on JD's platform [9][10] - The robots are now available for purchase on JD's platform, with a wide range of applications and price points, making them accessible to a broader audience [7][9] Group 3: Market Impact - The Spring Festival Gala's influence on consumer behavior was evident, with a 300% increase in robot-related searches and a 460% rise in customer inquiries during the event [9] - JD's innovative rental model for robots has seen significant growth, with transaction volumes increasing over 100% in January 2026, indicating a shift in consumer purchasing behavior towards robotics [9][10]

还有那些藏在晚会里的元素，大家手捧的"骐骐""骥骥""驰驰""骋骋"四只春晚吉祥物全是东莞造！400 多名工人轮班奋战，日均生产6000只，每只历经数十道工序、近万针刺绣，让东莞潮玩供应链"跑" 出 了春晚顶流，让广东匠心走向全球。 从传统传承到科创赋能，从匠心制造到人才汇聚，2026春晚里的广东元素，正是大湾区"传统与现代共 生"的最佳写照。春晚里还有哪些广东元素呢？评论区告诉我们。 再有，春晚上一个特别的节目让观众看到了中国技能青年的别样风采。三十名来自全国各地的世界技能 大赛获奖者代表齐聚舞台，演唱微音乐剧《每道光》，其中七名来自广东的年轻技能工匠格外引人注 目。他们从世界技能大赛的领奖台走到央视春晚的聚光灯下，用另一种方式诠释着新时代的"匠人精 神"。 除此之外，还记得那个在春晚尾声向大家拜年的新时代好少年胡东平吗？没错，他也来自广东，他 是"10后"科创家，他针对跪姿工作者研发的"跪得易"机器人，凭借人体工学设计和体感控制技术，已在 多家康复中心和三甲医院手术室投入使用。从5岁开始学习机器人设计和编程，到如今成为全国青少年 科创领域的"顶流"，胡东平的成长轨迹，恰好映射了广东作为科创大省的教育生态。 ...

记者丨杨松 编辑丨鄢子为 34岁的王鹤，站到聚光灯下。 2月16日，他创办的银河机器人，登上央视春晚。 "丽姐（马丽）搁我这买零食，都快买成亲姐了。"一只手盘着俩核桃，另一只手拿起一瓶水，递给了沈腾，银河通用机器人通过节目《我最难忘的今 宵》，大秀精准抓取等能力。 "央视看中的，是我们'AI大脑'的智能与泛化能力，而非躯体表演能力。"王鹤告诉《21CBR》记者。 他于2023年创立的银河通用，总部位于北京海淀。其发展迅速，刚在12月完成超3亿美元融资，投后估值接近210亿元。 拿到融资，且借力春晚加持，实现大范围破圈。马年，王鹤和银河通用，加速狂奔。 登上春晚 银河通用的两位创始人，能力互补，一位是学者，另一位拥有丰富的制造业经验。 CTO王鹤，是一名学者型创业者，本科毕业于清华大学电子系，后获美国斯坦福大学博士学位，现任北京大学前沿计算研究中心助理教授。 他的创业搭档姚腾洲，负责硬件，毕业于北京航空航天大学机器人研究所，曾就职于ABB集团上海机器人研发中心。 春晚舞台上，银河通用机器人，采用"轮式底盘+折叠腿"设计。 王鹤向《21CBR》记者解释，过去一年，公众在各大展会和节目中看到的机器人表演，多以双足人 ...

Core Viewpoint - The event at JD MALL showcased popular robots from the Spring Festival Gala, attracting significant public interest and enhancing consumer engagement with robotics technology. Group 1: Event Highlights - The fan meeting for the Spring Festival robots took place at JD MALL, where citizens eagerly awaited to interact with robots like MagicBot Z1 and others that performed during the gala [1][3] - The logistics for transporting the robots from the Spring Festival stage to JD MALL were meticulously planned, taking only 40 minutes to ensure timely availability for the public [3] - The G1 advanced version robot demonstrated impressive skills in martial arts and dance, engaging the audience with its interactive capabilities [5] Group 2: Consumer Engagement and Sales Impact - The robots showcased at the event have been integrated into JD's self-operated platform, with various well-known brands launching their products on JD, covering a wide range of applications from education to industrial use [7] - During the Spring Festival, JD MALL and over 170 flagship stores remained open, offering immersive experiences that contributed to increased consumer spending [9] - Following the Spring Festival Gala, there was a significant surge in interest for "Spring Festival robots," with search volume on JD's app increasing by over 300%, customer inquiries up by 460%, and order volume rising by 150% within two hours [9] Group 3: Market Trends and Innovations - JD's robot rental business saw a more than 100% increase in transaction volume, indicating a growing acceptance of robotics as consumer products [10] - The innovative "try before you buy" model is making advanced robotics accessible to ordinary households, transforming them from niche technology to everyday consumer goods [10] - The integration of robotics into daily life is accelerating, supported by JD's comprehensive brand ecosystem and multi-channel services [10]

对于春晚这个万众瞩目、承载国家叙事的大舞台，这种安排绝非偶然。正如总导演于蕾所言，这届春晚 正是希望借着时代的大势，开启一个春晚的"科创元年"，或者叫"数智化的元年"。这不仅是娱乐节目的 创新，更是叙事的转型——在新的一年，向世界展现中国人面向未来的自信。 马年春晚机器人的高参与度，是产业成熟、技术硬实力与国家战略需求共振的结果。这也是一场双向奔 赴——春晚借机器人充满科幻感的表演开启数智化叙事新篇章，而机器人产业借春晚的关注度进一步向 大众生活靠拢。当机器人亮相春晚，观众看到的不仅是科技的进步，更是一个大国在新时代的自信与从 容。□杨瀚然 春晚为何会将舞台交给机器人？产业的成熟是一个重要原因。 过去在人们的印象中，机器人是实验室 里造价高昂但实用性有限的概念产品，与大众生活相距甚远。一个产业在爆发前夜，需要一个"破圈"契 机，对于中国机器人产业而言，2026年春晚就是那个契机。智通财经数据显示，马年春晚开播两小时 内，京东平台机器人相关数据全线飙升，搜索量环比增长超300%，客服问询量增长460%，订单量增长 150%，其中"春晚同款"机器人上线几分钟内即被抢购一空，甚至两台价值近63万元的高端通用机器人 ...