开源证券指出，人形机器人行业已跨越技术验证阶段，2026年将进入量产商业化周期。马斯克计划2027 年底公开发售Optimus，国内魔法原子机器人亮相春晚提升公众认知。投资重点应转向以订单和产能建 设为核心的强确定性标的。 招商证券强调，机器人赛道发展明确，AI硬件与政策支持形成双重驱动。特斯拉Optimus量产进程提 速，国内供应链已实现初步放量。企业需具备精密制造能力与海外客户合作经验，才能在硬件制造领域 建立长期优势。 （文章来源：每日经济新闻） 盘面上，两市早盘探底回升，沪指强势翻红。机器人概念下跌，相关ETF方面，机器人ETF（159770） 标的指数盘中跌1.25%，成交额达2.81亿元，位列深市同标的第一。成分股中，大族激光、绿的谐波、 柏楚电子等个股上涨。 作为深市规模最大的机器人ETF(159770，联接C类014881)，其跟踪中证机器人指数，覆盖人形机器人 全产业链"头到脚"的多个环节，成分股一键打包国内领先的机器人企业：宇树链、智元链、优必选链、 华为链、小米链和特斯拉链。 消息面上，人形机器人"组团"登上2026年春晚舞台。宇树科技宣布，公司成为"中央广播电视总台2026 年春晚机器 ...

1.【迪拜版"硅谷"35亿美元大扩建，打造全领域未来科技创新基地】阿联酋宣布启动迪拜硅谷绿洲扩 建工程，投资额达35亿美元。扩建计划包含IO区与第14号街区两大项目，其中IO区投资额达30亿美 元，侧重于提供有助于促进未来技术发展的基础设施，目标优化迪拜的研发创新系统；第14号街区第 一阶段总投资达5亿美元，将作为提供优质体验的住宅生活区。（财联社） 2.【首届特种机器人科产融合大会举办】1月22日，由中国特检院牵头组织的"首届特种机器人科产融 合大会"在辽宁省大连市举办。大会以"特种机器人科产融合与场景培育"为主题，深入贯彻落实党中 央、国务院关于加快高水平科技自立自强，推动科技创新与产业融合发展的决策部署，按照市场监管 总局党组部署要求，聚焦特种机器人前沿科创动态与产创实践路径开展深入交流，加快推进特种机器 人科技与产业的深度融合。大会取得两项重要成果：一是正式发起成立"特种机器人百人会"，由中国 特检院、中国科学院沈阳自动化研究所总召集，百余名特种机器人领域颇有建树的中青年科学家组 成，旨在构建"政产学研金服用"一体化创新体系，推动技术转化、场景落地和产业协同。二是发布 《特种机器人发展（大连）倡议》， ...

往期推荐 1月26日晚间，宇树正式官宣成为"中央广播电视总台2026年春晚机器人合作伙伴"。 截至目前，已有魔法原子、银河通用机器人、宇树科技三家具身智能相关企业先后官宣成为今年春晚合作伙伴。 目前，外界对于这些机器人将以何种形式亮相春晚，是独立表演节目，还是与其他形式结合，仍处于猜测阶段。 截至发稿，界面新闻记者向上述三家企业求证具体参演细节，均未获得回应。根据往年经验，春晚节目内容在正式播出前通常处于高度保 密状态。 今年以来，国内多家机器人公司陆续亮相各大卫视晚会舞台。 来源：界面新闻 关注" 新华网财经 "视频号 更多财经资讯等你来看 福耀科技大学50名大一学生被企业抢光？校长王树国回应 男子用SIM卡炼出191克黄金，价值21万元？当事人最新回应 N # 啊 _ | ■ i ...

【东北计算机】20260126 【银河通用成2026年春晚指定具身机器人】 1. 全球首次 人形机器人直连低轨高通量卫星试验成功。 （来源：财联社） 2. 理想汽车内部会曝光：重启人形机器人。 （来源：财联社） 2. 理想汽车内部会曝光：重启人形机器人。 （来源：21世纪经济报道） 3. 马斯克称自动驾驶、机器人与天基能源将驱动指数级增长。 （来源：DoNews） 4. 银河通用成2026年春晚指定具身机器人，创始人王鹤是斯坦福博士。 （来源：21世纪经济报道） 3. 马斯克称自动驾驶、机器人与天基能源将驱动指数级增长。 （来源：DoNews） 4. 银河通用成20 【东北计算机】20260126 【银河通用成2026年春晚指定具身机器人】 1. 全球首次 人形机器人直连低轨高通量卫星试验成功。 5. 智元创新、伯特利等入股奇瑞汽车旗下墨甲机器人。 （来源：人民财讯） 国产人形机器人每日公告 1. 江苏雷利：关于对境外子公司增加投资的进展公告 2. 中控技术：激励计划拟授予的股票为1700万股，占总股本比例2.15%，每股转让价57.98元，激励方案有效期5 年，当前进度为董事会预案 ———————————— ...

Group 1: AI Infrastructure - AI infrastructure is set to become the core of the next generation of cloud computing, driving sustained growth in data center system investments [2] - Data center system investments are projected to reach approximately $500 billion by 2025, growing to $1.4 trillion by 2026, primarily driven by AI-related workloads, creating significant market opportunities for hardware manufacturers like Nvidia and AMD [3] - The competition in the AI chip market is intensifying, with Nvidia currently leading, while competitors like AMD and Google are catching up, fostering technological innovation and cost reduction [5] - The growth of AI infrastructure extends beyond hardware to include software and networking technologies, with increasing demand for high-performance computing and storage as AI model complexity rises, leading to continuous revenue growth across the industry [7] Group 2: AI Consumer Operating Systems - AI is emerging as a new consumer operating system, transforming the economics of search, discovery, transactions, and e-commerce [8] - The rise of AI agents is expected to capture 65% of global search traffic by 2030, altering the traditional search engine market and creating new revenue streams for AI-driven search platforms and advertising businesses [9] - AI consumer operating systems will drive rapid growth in advertising and subscription revenues, projected to reach $900 billion by 2030 [11] Group 3: AI Productivity - AI is expected to significantly enhance productivity, reduce repetitive tasks, and elevate the automation level of knowledge work [12] - AI tools can dramatically improve the efficiency of knowledge workers, with the cost of AI models decreasing exponentially, exemplified by a 91% reduction in software development costs over eight months [14] - The global competitive landscape in AI shows the U.S. leading, while China is strong in the open-source model domain [12] Group 4: Bitcoin - Bitcoin is projected to continue expanding as an emerging asset class, with its market value expected to reach $16 trillion by 2030, presenting substantial opportunities for investors and financial service providers [14] - Increasing institutional participation in Bitcoin is enhancing its market acceptance, which will further stabilize prices and lay a foundation for future growth [16] - The improving regulatory environment is expected to enhance Bitcoin's legitimacy and market stability, attracting more traditional investors [16] Group 5: Tokenized Assets - The tokenized asset market is anticipated to grow from $19 billion in 2025 to $11 trillion by 2030, offering significant market opportunities for fintech companies and blockchain platforms [17] - Tokenization will encompass a variety of asset classes, providing investors with broader investment choices and driving innovation in financial markets [19] - Increased regulatory support for tokenized assets will enhance market legitimacy and stability, further promoting their adoption [19] Group 6: Decentralized Finance (DeFi) Applications - DeFi applications are becoming the core engine for digital asset growth [20] - Revenue from DeFi applications is expected to reach approximately $3.8 billion by 2025, indicating substantial market opportunities for DeFi protocol developers and operators [22] - The rise of DeFi applications will lead to more efficient and transparent financial services, fostering innovation in financial markets [22] Group 7: Multiomics - Multiomics technology is set to drive significant transformations in healthcare, from disease diagnosis to drug development [23] - The integration of AI and multiomics technology will accelerate drug development processes and reduce R&D costs, creating substantial market potential for pharmaceutical companies and AI-driven drug development platforms [25] - Multiomics technology has the potential to extend healthy lifespans, generating significant economic value and long-term growth opportunities for related enterprises and investors [25] Group 8: Reusable Rockets - Reusable rocket technology is expected to lower space exploration costs, promoting the development of satellite communications and space infrastructure [26] - SpaceX's reusable rocket technology has already significantly reduced launch costs, with future costs projected to drop to $100 per kilogram, facilitating growth in satellite communications and space tourism [27] - The satellite communication market is forecasted to reach $160 billion by 2035, providing substantial market opportunities for satellite operators and related technology providers [29] Group 9: Robotics Technology - Robotics technology is projected to create approximately $26 trillion in market opportunities, benefiting robot manufacturers and AI integrators [30] - The application of robotics will diversify across various fields, from industrial automation to home services, driving continuous innovation and development in related technologies [32] - The widespread adoption of robotics technology will expand the related industry chain, offering sustained growth opportunities for investors and enterprises [32] Group 10: Distributed Energy - The declining costs of solar energy, battery technology, and nuclear energy will drive the adoption of distributed energy systems [33] - The deployment of distributed energy systems is expected to increase significantly to meet global electricity demands, providing long-term growth opportunities for related enterprises and investors [35] - Innovations in distributed energy technology will transform energy systems, leading to continuous revenue growth for related companies [35] Group 11: Autonomous Vehicles - Autonomous vehicles are set to change transportation methods and reduce travel costs [36] - The market value of autonomous vehicles is projected to reach $34 trillion by 2030, presenting significant market opportunities for automotive manufacturers and technology suppliers [37] - The application of autonomous vehicles will diversify across various sectors, driving ongoing innovation and development in related technologies [40] Group 12: Autonomous Logistics - Autonomous logistics will lower logistics costs and improve delivery efficiency through drones and self-driving trucks [42] - The technology is expected to significantly reduce logistics costs, driving rapid market growth and providing substantial opportunities for logistics technology providers and drone manufacturers [43] - The application of autonomous logistics technology will span various fields, from last-mile delivery to long-haul transportation, fostering continuous innovation and development [44] Group 13: Blockchain Technology - Blockchain technology is poised to drive innovation in finance, supply chain, and digital identity sectors [47] - The technology will create significant market opportunities for blockchain platform developers and related service providers [48] - As blockchain technology becomes more widespread, the related industry chain will continue to expand, offering sustained growth opportunities for investors and enterprises [49]

● 本报记者 郑萃颖 "在工业制造领域，有许多产品类型多、单次产量少的生产场景，传统工业控制技术无法适配，急需具 身智能来提供解决方案。"配天机器人首席技术官郭涛日前向中国证券报记者介绍，具身智能的应用有 望进一步提升大量场景的生产效率。 开年以来，各类经营主体主动作为，以资本注入、技术攻关、场景应用多维发力，推动具身智能从技术 概念走向产业实践。一方面，人形机器人赛道热度延续，持续获得资本青睐；另一方面，上市公司持续 发挥产业链引领作用，引入具身智能系统，在装配、转运、检测等环节实现柔性生产，推动传统产业向 高端化、智能化转型。 同时，具身智能企业资本化进程提速。1月，星海图、众擎机器人完成股改。此前，已有宇树科技、乐 聚机器人、云深处完成股改并启动上市计划，魔法原子公开宣布将加速上市进程。此外，玖物智能已于 近日向港交所主板递交上市申请，该公司面向先进制造领域提供智能具身产业机器人解决方案及产品。 安永大中华区上市服务主管合伙人何兆烽表示："面向具身智能产业，一级市场的融资热度预计将在一 定时间内持续，同时投资者也较为关注企业财务健康度、商业化可行性和技术落地能力。" 在产业端，上市公司发挥产业链引领作用 ...

Core Insights - The transition of physical AI into a tech-driven industrial up-cycle is expected to drive U.S. robot shipments to a historical high of 40,000 units by 2026 due to persistent labor shortages [1][8] - Global enthusiasm for robotics, particularly in the U.S., Japan, and China, is growing, with physical AI being a significant focus [2][3] U.S. Market Dynamics - The U.S. is projected to face a manufacturing worker shortfall of 1.5 to 3.9 million, which is a fundamental driver for increased robotics and automation demand [7] - A historical correlation of 94% between job openings and robot installations suggests that the U.S. will see about 30% year-over-year growth in robot shipments in 2026 [7][8] Global Robotics Trends - China has the highest robot density globally, with over one million operational units, and has shown better-than-expected performance in 2025, particularly in the automotive and electronics sectors [9] - Foreign companies like FANUC and Yaskawa reported good growth rates in China, despite concerns over tariffs [9] Technological Developments - The focus on robot hands and tactile sensing is expected to grow, enhancing robots' capabilities to work alongside humans [6] - Emerging technologies such as nano-robots and new robot types for specific applications, like rare earth mining, are areas of potential growth [12][13] Market Outlook - The current industrial cycle is characterized as a tech-driven up-cycle, with expectations for automotive capital expenditures to increase towards the end of the year [15][17] - The market is anticipated to experience a prolonged up-cycle, albeit at a slower pace compared to the post-COVID surge in 2021 and 2022 [17]

Core Insights - The CES 2026 showcased humanoid robots, with Hyundai's Atlas robot capturing significant attention, shifting perceptions from novelty to serious industrial application [1][4]. Group 1: Product Features and Capabilities - Atlas, developed by Boston Dynamics, weighs 90 kg and stands 1.5 meters tall, with a maximum reach of 2.29 meters [1]. - The robot features 56 degrees of freedom, allowing it to perform tasks such as moving automotive parts without walking, and it can handle delicate items with precision [4]. - Atlas is designed for outdoor use and can autonomously return to a charging dock when its battery is low [4]. Group 2: Production and Deployment Plans - Mass production of Atlas will begin at Hyundai's new Robotics Meta Factory Application Center (RMAC), with an expected cumulative output of 30,000 units by 2030 [2]. - The deployment of Atlas robots in Hyundai's smart factories is set to start in 2028 [2]. Group 3: Market Position and Competitive Advantage - Boston Dynamics, backed by Hyundai Motor Group, believes it has a competitive edge due to its established commercialization path and comprehensive service system [12]. - The company emphasizes the versatility of Atlas, which can perform various tasks, unlike other specialized robots [9]. Group 4: Industry Trends and Future Outlook - The industry is experiencing a competitive race in practical robot development, with players like Tesla and Chinese manufacturer Zoomlion also entering the market [12]. - The CEO of Boston Dynamics predicts that widespread deployment of robots in factories will occur between 2028 and 2030, while consumer market penetration may take until 2035 [16].

● 本报记者 郑萃颖 "在工业制造领域，有许多产品类型多、单次产量少的生产场景，传统工业控制技术无法适配，急需具 身智能来提供解决方案。"配天机器人首席技术官郭涛日前向中国证券报记者介绍，具身智能的应用有 望进一步提升大量场景的生产效率。 开年以来，各类经营主体主动作为，以资本注入、技术攻关、场景应用多维发力，推动具身智能从技术 概念走向产业实践。一方面，人形机器人赛道热度延续，持续获得资本青睐；另一方面，上市公司持续 发挥产业链引领作用，引入具身智能系统，在装配、转运、检测等环节实现柔性生产，推动传统产业向 高端化、智能化转型。 热度持续升温 "2026年，预计国内具备稳定运行能力、可进入真实场景测试和应用的具身智能机器人产量规模将持续 扩大。"傅利叶创始人兼CEO顾捷对记者说，各家企业积极探索具身智能在多元场景落地应用，推动具 身智能从技术概念走向产业实践。 工业领域的具身智能机器人应用潜力正待挖掘。"目前，虽然全国在役工业机器人超过200万台，但工业 机器人密度仍有提升空间，需求存在巨大缺口。"郭涛表示，工业领域存在大量"多品种、小批次"的生 产场景，传统工业控制技术无法适配，需要具身智能提供解决方案。 ...

Welcome to Market Catalyst. I'm Julie Hman broadcasting from a snowy New Jersey today. Um and we are watching markets today ahead of a very very busy trading week of various events from the Federal Reserve's meeting at which it's not expected to change rates to earnings from four of the seven magnificent seven stocks and earnings from many many more companies as well. It's really expected to ramp up on Tuesday in terms of the earnings reports after a quiet Monday. A quiet Monday by the way in which we are s ...