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松延动力创始人姜哲源:2026年我要的是业绩增长,要规模
Xin Lang Cai Jing· 2026-02-16 14:52
新浪科技讯 2月16日晚间消息,松延动力携多产品矩阵登上央视春晚舞台,四个步履精准的双足人形机 器人和一个仿生人形机器人,与知名艺术家蔡明配合完成了科技与艺术融合的小品《奶奶的最爱》演 出。 据松延动力创始人姜哲源最新透露,"松延动力2026年的目标是要做增长和规模。"公司推动产品降价不 是为了降价,而是希望这个价格能够为我们探索出一些新的场景,带来新的增量。 在姜哲源看来,2026年很可能是个分水岭。一个行业的发展越成熟,马太效应越明显,大家开始拼规模 化交付了,交付这件事很吃现金流的。为了交付,会有大量库存,前置库存就是我们零部件,后置库存 是我们成品机。 "我们必须要建立库存才能抵挡供应链波动,以及最终消费端的紧急需求。 从这个维度看,我们希望在 今年拿到足够多的钱活下去。"姜哲源表示。 责任编辑:尉旖涵 新浪科技讯 2月16日晚间消息,松延动力携多产品矩阵登上央视春晚舞台,四个步履精准的双足人形机 器人和一个仿生人形机器人,与知名艺术家蔡明配合完成了科技与艺术融合的小品《奶奶的最爱》演 出。 据松延动力创始人姜哲源最新透露,"松延动力2026年的目标是要做增长和规模。"公司推动产品降价不 是为了降价, ...
松延动力揭秘1:1复刻蔡明:不仅表情、脖子动作,眼神都做了精准调试
Xin Lang Cai Jing· 2026-02-16 14:46
此外,大家在衡量仿生人脸技术时,常以自由度为标准,因为仿生人脸需要把所有结构件、机械件、电 子件都放进空间很小的头部,支撑动作,同时要解决构件排列、散热等问题,难度很高。为了达到比较 责任编辑:尉旖涵 新浪科技讯 2月16日晚间消息,松延动力携多产品矩阵登上央视春晚舞台,四个步履精准的双足人形机 器人和一个仿生人形机器人,与知名艺术家蔡明配合完成了科技与艺术融合的小品《奶奶的最爱》演 出,并展出了1:1复刻蔡明的仿生人形机器人。 在登上春晚舞台之前,松延动力更被大众熟知的产品,是去年北京亦庄人形机器人半程马拉松那个努力 奔跑冲线的"小顽童"N2,但真正让松延动力有登上春晚舞台契机的,却是其仿生人形机器人。 相较于可以奔跑、跳舞的双足人形机器人,仿生人形机器人属于小众赛道,很长一段时间甚至很难讲出 性感的故事。据松延动力团队对新浪科技透露,为了在节目中呈现自然的效果,比如进行到剧情需要的 点,需要机器人做出反应,不仅表情,脖子、肩膀的动作,甚至眼神角度都需要精准调试。例如,脖子 要有三个自由度,才能做出自然的动作,人形机器人是没有这个要求的。松延动力重新设计颈部机械结 构,在提升运动流畅性与平顺度的同时,进一步 ...
热搜!春晚到处都是机器人
Shang Hai Zheng Quan Bao· 2026-02-16 14:45
Core Viewpoint - The performance of humanoid robots at the Spring Festival Gala marks a significant step for the robotics industry, transitioning from experimental stages to mainstream economic relevance, with the challenge now being to convert stage performance into practical industrial and domestic applications [5][6][20]. Group 1: Industry Development - The Spring Festival Gala showcased multiple robotics companies, including Magic Atom, Songyan Power, and Yushu Technology, highlighting their advancements in humanoid robotics [5][9][12]. - The performances demonstrated the technical capabilities of humanoid robots, such as MagicBot Z1's ability to perform complex movements and maintain synchronization with human performers, indicating a maturity in motion control and real-time collaboration [15][21]. - The event signifies a shift in public perception of robots from mere tools to potential partners in daily life, reflecting a broader acceptance of robotics technology [16][20]. Group 2: Market Opportunities - Several robotics companies are preparing for IPOs, with Yushu Technology and Magic Atom leading the charge, indicating a growing interest in the capital markets for the robotics sector [17][18]. - The anticipated IPOs are seen as a response to the industry's need for sustainable financing, allowing companies to secure resources for ongoing technological development and market expansion [18][21]. - The Spring Festival Gala's exposure is expected to enhance brand recognition and drive sales, as evidenced by Yushu Technology's increased orders following its previous performance [17][20]. Group 3: Future Challenges - The robotics industry faces the challenge of demonstrating real-world value beyond performance showcases, with a focus on practical applications in various scenarios [21][22]. - As the industry matures, competition will increasingly revolve around resource acquisition, funding, and talent, necessitating a clear business model and market strategy [18][21]. - The year 2026 is projected to be pivotal for the commercialization of robotics, emphasizing the need for companies to establish production lines and effective distribution channels to ensure successful market entry [21][22].
松延动力回应首次登上春晚:将推动机器人商业化进程,让机器人走进更多场景
Xin Lang Cai Jing· 2026-02-16 14:44
Core Viewpoint - The company showcased its products, including humanoid robots, during the Spring Festival Gala, highlighting its advanced capabilities in dynamic movement and stability in complex environments [1] Group 1: Product Showcase - The products N2, E1, Little Bumi, and humanoid robots were featured in the performance, demonstrating high dynamic motion capabilities [1] - The performance included running, jumping, flipping, and coordinated actions in a complex stage environment, emphasizing the technical demands on joint drive, structural strength, real-time control, and stability [1] Group 2: Technological Advancements - The company utilizes high power density joint modules, autonomous motion control algorithms, and full-body dynamic coordination to maintain stability and safety during high dynamic states [1] Group 3: Future Goals - The company aims to promote the commercialization of robots in various scenarios over the next year, aspiring to envision harmonious coexistence between humanoid robots and humans [1]
春晚人形机器人大秀拳脚,机器人ETF易方达(159530)助力把握板块投资机会
Mei Ri Jing Ji Xin Wen· 2026-02-16 14:41
Core Viewpoint - The performance of humanoid robots at the 2026 CCTV Spring Festival Gala, particularly the martial arts program "Wu BOT" by Yushu Technology and Henan Tagou Martial Arts School, showcases significant advancements in robotic physical capabilities, exceeding market expectations and gaining rapid social media attention [1]. Industry Analysis - Yushu Technology has made its third appearance at the Spring Festival Gala, demonstrating substantial progress in mechanical performance compared to the previous year [1]. - The National Securities Robot Industry Index focuses on humanoid robot bodies and core components, with constituent stocks like Sanhua Intelligent Control and Lingyi Technology accounting for nearly 80% of the index, leading other similar indices [1]. Investment Opportunities - The robot ETF managed by E Fund (159530) has surpassed 17.5 billion yuan in size, ranking first among similar index ETFs, indicating strong liquidity and potential for investors to capitalize on opportunities in the humanoid robot sector [1].
春晚机器人“夯爆了”,关注机器人ETF易方达(159530)等产品投资机会
Mei Ri Jing Ji Xin Wen· 2026-02-16 14:41
Core Insights - The Spring Festival Gala on February 16 featured four robotics companies, including Yushu Technology and Songyan Power, marking a record for the most robotics companies showcased [1] - The performance of Yushu's "Wu BOT" in collaboration with Tagou Martial Arts School demonstrated significant advancements in robotic motion control, transitioning from laboratory experiments to market validation [1] - The commercialization of robotics is accelerating, driven by expectations of Tesla's mass production and increased shipments from domestic manufacturers, which is likely to enhance investment sentiment in the sector [1] Industry Focus - The Guozheng Robotics Industry Index focuses on humanoid robots and core components, with constituent stocks accounting for approximately 80%, leading other similar indices [1] - The Zhongzheng Sci-Tech Innovation and Entrepreneurship AI Index targets multiple segments of the AI industry chain, featuring a relatively balanced industry distribution, representing the "brain" of robotics [1]
宇树王兴兴发朋友圈:为科技的梦想干杯
Xin Lang Cai Jing· 2026-02-16 14:29
在今晚的中央广播电视总台《2026年春节联欢晚会》上,宇树科技王兴兴发布朋友圈表示,大家新春快乐哈,感谢所有支持宇树的朋友们,为科技的梦想干 杯。值得一提的是,在今年的表演节目中,宇树机器人在快速奔跑中完成了穿插变阵和武术动作。(新浪科技) ...
宇树科技王兴兴:2026年多款全新产品正在研发中
Yang Shi Xin Wen· 2026-02-16 14:29
为什么要让机器人表演,走下舞台它们还能做什么?在王兴兴看来,智能机器人的核心不是炫技,而 是"技术要服务于人"。"表演、跑步、武术,这些背后的核心都是让机器人更稳定,从而去做对我们生 活真正有帮助的事情。"王兴兴解释,运动能力是智能机器人的先决必要条件,必须先能站稳、跑稳, 才能谈得上去干活。 央视新闻记者对话宇树科技创始人王兴兴和2026年总台春晚技艺组导演迟宇涵,独家揭秘《武BOT》 的"练功秘籍"与硬核技术。 "如果机器人能在复杂的队形变化和快速移动中完成武术表演,意味着未来它们在其他场景工作时,它 的稳定性会更胜一筹,也能让人更安心。"王兴兴透露,2026年,多款全新产品正在研发中,既有更注 重实用性的服务型机器人,也有一些挑战科技前沿的探索性产品。"让机器人真正能推动人类生产力的 进步,这是我们共同的目标,也是今年我们要花力气去做的事。" (文章来源:央视新闻) ...
宇树王兴兴发文:为科技的梦想干杯
Xin Lang Cai Jing· 2026-02-16 14:23
新浪科技讯 2月16日晚间消息,在今晚的中央广播电视总台《2026年春节联欢晚会》上,宇树科技王兴 兴发布朋友圈表示,大家新春快乐哈,感谢所有支持宇树的朋友们,为科技的梦想干杯。 值得一提的是,在今年的表演节目中,宇树机器人在快速奔跑中完成了穿插变阵和武术动作。王兴兴提 到,这种高动态、高协同的集群控制技术是全球首次亮相。他还表示,"这个动作非常实用,为后续机 器人骠在其他场景集群或单台机器人调鼙上做好了铺垫"。 责任编辑:尉旖涵 新浪科技讯 2月16日晚间消息,在今晚的中央广播电视总台《2026年春节联欢晚会》上,宇树科技王兴 兴发布朋友圈表示,大家新春快乐哈,感谢所有支持宇树的朋友们,为科技的梦想干杯。 值得一提的是,在今年的表演节目中,宇树机器人在快速奔跑中完成了穿插变阵和武术动作。王兴兴提 到,这种高动态、高协同的集群控制技术是全球首次亮相。他还表示,"这个动作非常实用,为后续机 器人骠在其他场景集群或单台机器人调鼙上做好了铺垫"。 责任编辑:尉旖涵 ...
今夜!机器人的春晚!
Zhong Guo Ji Jin Bao· 2026-02-16 14:21
Group 1 - The core theme of the news is the significant presence and performance of robotics companies at the CCTV Spring Festival Gala, showcasing advancements in robotics technology [1][6][10] - Magic Atom's humanoid robot, MagicBot Gen1, made its debut at the gala, while MagicBot Z1 performed impressive stunts [1] - The performance by Yushu Technology featured a creative martial arts program, demonstrating the synchronization of humanoid robots with martial arts students, highlighting the blend of traditional Chinese culture and modern technology [6][10] Group 2 - Four robotics companies, including Yushu Technology, Magic Atom, Galaxy General, and Songyan Power, participated in the Spring Festival Gala, with half of them coming from the Yangtze River Delta region [10] - There is a growing interest in robotics ETFs among investors, indicating a potential surge in the robotics sector following the gala [3][10] - The audience's reaction suggests a shift in perception towards the Spring Festival Gala, with increased engagement and interest in robotics performances compared to previous years [12]