新华社成都2月16日电（记者张海磊）机器人挥毫写福画马、调制一杯拿铁咖啡，裸眼3D技术让三国人 物"穿越"到锦里街头，戴上MR眼镜即可置身"门泊东吴万里船"的繁华盛景……春节假期，成都市民在 家门口邂逅一场科技感十足的新春盛宴。 这股科技潮也激活了新春消费市场。位于春熙路的"机器人大世界"快闪店人头攒动，橱窗内一台黑白色 人形机器人正热情地向路人挥手问好，店内的市民游客则在精心挑选"科技年货"。 "大家好，我是悟空机器人！我爱聊天，还会跳舞、讲故事、背古诗、唱歌、辅导学习，我对世界充满 好奇。"一款教育伴学机器人凭借多才多艺的表现俘获了不少家长的目光。此外，具备情感交互功能的 AI毛绒玩具也成为年轻消费者的新宠。 "消费级的小型智能玩具卖得特别好。"机器人大世界快闪店店长莫依翰介绍，店铺已备货超3000件，以 满足不同年龄段消费者的需求。 在政策支持与技术迭代的双重推动下，"科技赋能年味"的特点更加突出。正有越来越多创新产品走出实 验室、走进生活场景。技术突破与市场需求双向奔赴，正为产业升级注入源源不断的新动能。 一位家长带孩子与悟空机器人互动。新华社记者 张海磊 摄 在成华区东郊记忆国际时尚产业园，一台卡诺 ...

Group 1 - The article reflects on the past year, highlighting the publication of 988 pieces of content totaling 3.004 million words and 907 images, engaging with 13.373 million readers [2] - The emergence of AI has led to a shift in reader expectations, with many requesting AI-generated summaries of content, indicating a desire for more concise information [2] - The author emphasizes the importance of human expression and the unique qualities of writing that AI cannot replicate, asserting the value of warmth and individuality in content creation [2] Group 2 - The article discusses the significant decline in the number of insurance sales agents in China, dropping from 9.12 million in 2019 to 2.8134 million by the end of 2023, a decrease of 69.2% [35] - The shift in consumer behavior among the new middle class is noted, moving from "whether to buy insurance" to "what type of insurance to buy," indicating a change in market dynamics [36] - The future competitiveness of insurance companies will depend on their ability to meet the dual expectations of professional service and comprehensive protection from the new middle class [36] Group 3 - The article highlights the rapid growth of the 3D printing industry, with a projected 26% increase in global entry-level 3D printer shipments in 2024, 96% of which will come from Chinese manufacturers [43] - The report indicates that by 2024, the global market share of domestic 3D printing materials is expected to exceed 20%, with PLA plastic holding over 50% of the global market [43] Group 4 - The article notes the rise of the "divorce economy," suggesting that changing marital dynamics are leading to new business opportunities rather than a decline in relationships [28] - It emphasizes the importance of allowing individuals to choose their paths in relationships, promoting a more flexible understanding of happiness and family structures [29]

Core Insights - The 2026 Spring Festival Gala will feature a diverse range of corporate partners, reflecting the evolution of China's commercial landscape over the past four decades [1][8] - The event serves as a significant platform for brand recognition and influence, with a history of successful partnerships, particularly in the tech and consumer goods sectors [3][8] Company Partnerships - Eight listed companies have been confirmed as partners for the 2026 Spring Festival Gala, including three liquor companies, two automotive companies, two video platforms, and one toy company [3][8] - Wuliangye will be the exclusive interactive partner for the "Harmony and Goodness" segment, marking its fourth appearance at the gala [5][10] - Yanghe Dream Blue M6+ will serve as the exclusive timekeeping partner for the seventh consecutive year, while Gujing Gongjiu celebrates its 11th year of partnership [5][10] Automotive Collaborations - Huawei and JAC Motors have launched the Zun Jie S800, which will be the flagship partner for smart travel at the gala [4][9] - Great Wall Motors will again be the designated vehicle for new media coverage of the gala, featuring its flagship models [4][9] Technological Innovations - The 2026 gala will emphasize technological advancements, with partnerships from companies like Yushutech, Volcano Engine, and Galaxy General, focusing on robotics and AI [6][11] - Volcano Engine will engage in program production and online interaction, while Yushutech will showcase cutting-edge robotics technology [6][11] Cultural and Emotional Engagement - MINISO has partnered with the gala to launch a series of cultural toys, reflecting a shift from material to cultural consumption [6][11] - The collaboration aims to enhance emotional engagement and cultural relevance in consumer products [6][11]

"人脑神经元之间靠突触进行连接和传递信息，这启发我们模拟大脑神经元的结构和突触的可塑性，来 控制软体机器人。"论文的第一作者兼共同通讯作者、东南大学机械工程学院副教授唐志强介绍，团队 提出了一种通用学习与控制框架，这种框架由两类功能模块组成。 唐志强解释，第一类模块，是用摄像头捕捉不同软体机器人在完成不同任务时的共性特征，从而学习机 器人位移、轮廓、应变等变化的共性控制规律；第二类模块，是基于元学习的梯度算法，通过机器人在 执行不同任务的信息，自主调节机械臂的控制指令。 软体机器人的柔顺性高、环境适应能力强，在医疗辅助、人机交互等领域具有广阔应用前景。然而，其 连续形变的特性也使其难以在复杂、多变环境中稳定工作。记者14日从东南大学获悉，该校联合新加坡 国立大学、美国麻省理工学院团队，模拟大脑神经元的结构和神经突触的可塑性，提出了一种面向软体 机器人的通用学习与控制框架，并实现了较高的控制精度。相关成果近日刊发于国际学术期刊《科学进 展》。 "实验结果表明，该控制框架能够在负载连续变化、环境扰动以及执行器部分失效等复杂条件下保持较 高控制精度和稳定性。"唐志强表示，应用这种框架，机械臂控制的绝对精度较高，其中 ...

Core Insights - The evolution of sponsorship in the Spring Festival Gala reflects the changing landscape of the Chinese economy, transitioning from a production-driven era to a technology-driven era [4] Group 1: Historical Sponsorship Trends - The first sponsor of the Spring Festival Gala in 1984 was Jinan Kangbasi Clock Factory, which used 3,000 clocks as payment for a 10-second ad, leading to significant brand recognition and production growth [1] - In the 1990s, liquor and pharmaceutical companies emerged as major sponsors, with Kongfu Banquet Wine spending 30.79 million yuan in 1995, resulting in a sales surge to 918 million yuan the following year [1] - From 2003 to 2019, Midea Group dominated the zero-point advertising space, with ad costs rising from millions to tens of millions [1] Group 2: The Rise of Internet Giants - In 2015, Tencent spent 53.03 million yuan for exclusive sponsorship, launching the "Shake to Grab Red Envelopes" feature, which led to over 8.1 billion interactions in one night and significantly increased WeChat payment adoption [3] - The competition among internet giants intensified, with Alibaba, Baidu, Kuaishou, Douyin, JD, and Pinduoduo all vying for attention through massive red envelope giveaways, focusing on user engagement and data acquisition rather than mere brand exposure [3] Group 3: The Current Landscape and Future Trends - In 2026, traditional internet companies are still present, but new players in hard technology, particularly AI and robotics, are taking center stage [4] - ByteDance's Volcano Engine became the exclusive AI cloud partner for the 2026 Spring Festival Gala, showcasing AI's integration into interactive experiences, while several top robotics companies also participated [4] - This shift signifies a broader transition in the economy towards a technology-driven era, aligning with the national strategy of promoting "new quality productivity" [4]

从DeepSeek（深度求索）到Seedance（豆包视频生成模型）等国产大模型接连迎来技术突破；从《黑神 话：悟空》、泡泡玛特产品畅销全球，到《哪吒2》票房刷新纪录，国产文化IP"乘风破浪"；从新能源 汽车销量屡创新高，到商业航天多条技术路线取得突破……一个个生动场景，汇成民营企业蓬勃发展的 图景。 民营经济，推进中国式现代化的生力军，实现高质量发展的重要基础。 2025年2月17日，习近平总书记在民营企业座谈会上指出："党和国家对民营经济发展的基本方针政策， 已经纳入中国特色社会主义制度体系，将一以贯之坚持和落实，不能变，也不会变""扎扎实实落实促进 民营经济发展的政策措施，是当前促进民营经济发展的工作重点"。 各地区各部门认真贯彻落实习近平总书记重要讲话精神，坚持干字当头，打好政策组合拳，奋力为民营 经济发展提供更加广阔的舞台。 改革力度更强，激发民间投资活力 市场准入，经营主体参与经济活动的前提。 着眼当前民营企业反映比较集中的问题，习近平总书记强调，"坚决破除依法平等使用生产要素、公平 参与市场竞争的各种障碍"。 浙江苍南县，三澳核电站建设工地，塔吊运转，重型卡车穿梭其中。不远处，1号机组的圆柱形核 ...

Core Viewpoint - The article emphasizes the importance of advanced technology companies in redefining modern life and driving economic growth, particularly in the fields of AI, robotics, and smart ecosystems [8][14]. Company Summaries 1. Chasing Technology - Founded in 2017, Chasing Technology focuses on high-speed digital motors, intelligent algorithms, and motion control technology, believing that "core technology is fundamental" [4][19]. - By December 2025, the company aims to have filed over 8,000 patents globally and received more than 3,000 authorized patents, establishing itself as a global leader in the smart cleaning sector [4][19]. 2. Magic Atom - Established in 2024, Magic Atom is one of the few companies in China with full-stack self-research capabilities for humanoid robots, boasting a hardware self-research rate exceeding 90% [5][20]. - The company focuses on commercializing its technology through the "Thousand Scenes Co-Creation Plan," applying its robots in real-world settings such as factories and businesses to enhance practical usability [5][20]. 3. Monkey Robotics - Founded in 2015, Monkey Robotics is a core supplier of components in the smart manufacturing sector, specializing in machine vision, direct-drive motors, and industrial robots [6][21]. - The company aims to expand into the embodied intelligence sector by offering a one-stop ODM service for intelligent robots, supported by a comprehensive management system and flexible production capabilities [6][21]. Industry Trends - The article highlights the shift of AI from virtual to physical realities, unlocking trillion-dollar market opportunities, particularly in service robots and core components for humanoid robots [9][18]. - Key discussions will focus on the investment logic within the robotics industry, emphasizing the importance of core components and their role in overcoming production bottlenecks [18].

Group 1 - The article highlights the introduction of robots in Nanjing's parks during the Spring Festival, showcasing their performances and interactions with children [1] - Robots are dressed in festive costumes, including a yellow lion dance outfit and a red cotton jacket, enhancing the celebratory atmosphere [1] - The robot dance shows will take place from February 17 to February 19, with two performances each day [1]

Investment Highlights - The SW Auto Parts Index increased by 1.69% this week, ranking 3rd among SW Auto sectors, with a year-to-date increase of 4.94% [3][12] - The latest PE (TTM) for SW Auto Parts is at the 85.68% historical percentile, while the PB (LF) is at the 79.62% historical percentile [3][35] - The trading activity in the auto parts sector has shown a gradual increase since February [3][30] Robotics Sector Review - The Wande Robotics Index rose by 2.27% this week, with a year-to-date increase of 2.54%, outperforming the SW Auto Parts sector by 0.58% [4][12] - The latest PE (TTM) for the robotics sector is at the 73.90% percentile for the past year, and the PB (LF) is at the 78.31% percentile [4][46] - The trading heat in the robotics sector is at a low point since 2025 [4][40] Key Company Developments - Sensible Group will establish a joint venture in North America with Green Harmony for robotic joint modules [5] - Top Group forecasts 2025 revenue between 28.75 billion to 30.35 billion yuan, with a net profit of 2.6 billion to 2.9 billion yuan [5] - Feilong Co. increased its investment in Longtai Company by 732 million yuan [5] - New Spring established a wholly-owned subsidiary in Shanghai [5] Top Performers of the Week - The top five gainers this week include: - Precision Forging Technology +28.98% - Sensible Group +17.05% - Naisite +16.22% - Yinlun Co. +7.73% - Changhua Group +7.34% [6][54] Major Events - The release of the world's first warehouse robot Gino 1 by Jizhi Jia [8] - Xiaomi open-sourced its first-generation robot VLA large model [8] - UBTECH and the humanoid robot innovation center launched the full-size research humanoid robot "Tiangong Walker DEX" [8] Investment Recommendations - For auto parts, focus on structural opportunities by selecting product-oriented companies and those entering high-value sectors to increase ASP, with a priority on companies expanding capacity in Europe, North America, and Southeast Asia [9] - For robotics, look for certainty in opportunities, especially with the anticipated release of Optimus V3 in Q1 2026, and monitor the order timeline and application deployment by domestic companies like Xiaopeng, Yuzhu, and Zhiyuan [9] - Recommended stocks based on EPS include: Fuyao Glass, Xingyu Co., Sensible Group, Junsheng Electronics, and Xingyuan Zhuomei, with New Spring as a focus [9] - Recommended stocks based on PE include: Top Group, Junsheng Electronics, Shuanghuan Transmission, Sensible Group, Yinlun Co., and Feilong Co., with a focus on Yapu Co. and Daimai Co. [9]

对此，马斯克回应称："它将在 2027 年开始改变现状，到 2028 年影响将显而易见，而到 2029 年将产生巨大的影响。" 本月早些时候，特斯拉第三代人形机器人官宣 2026 年亮相：支持观察人类行为学习新技能，预计年产百万台。目前特斯拉正在工厂及特斯拉办公场所测试 各类使用场景，机器人规模化生产后，预计每台成本将控制在 2 万美元（IT之家注：现汇率约合 13.8 万元人民币）以内。 IT之家 2 月 15 日消息，今日，方舟基金创始人凯茜 · 伍德在社交平台上发帖称："根据 ARKInvest 的研究，开发人形机器人要比开发机器人出租车复杂 20 万倍。鉴于埃隆 · 马斯克秉持的第一原则和坚定决心，我们预测特斯拉的擎天柱机器人将在 2028/2029 年开始改变工厂生活，进而改变家庭生活。" 这款人形机器人此前展示过功夫、捡鸡蛋，以及非常慢地递送爆米花。马斯克透露，"Optimus 可能成为史上 最重要的产品，我认为它非常有潜力。" ...