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宇树科技官宣:再上春晚!
券商中国· 2026-01-26 14:28
1月26日,据宇树科技官方微信公众号消息,其成为"中央广播电视总台2026年春晚机器人合作伙伴"。这是宇 树第三度与春晚结缘。 回望2025,宇树在现实应用中持续开拓。 我们举办了全球人形机器人首次格斗比赛 开启人类历史新时刻,在全球首届人形机 器人运动会上勇夺四金,是获得金牌数和 奖牌数最多的公司,也率先将它们带上了 话剧和演唱会的舞台,让大众近距离感受 到机器人的魅力。 除了舞台上的亮眼夺目, 宇树的四足和人 形机器人也在不容易被注意的工业场景里 默默耕耘,继续领航着行业的应用落地。 2025年12月29日宇树科技宣布,宇树科技全国首店于2025年12月31日在北京京东MALL开业。该门店是京东与 宇树科技全国首店。 此前,宇树已在京东线上商城开设官方旗舰店,并上架G1、R1人形机器人,以及Go2机器狗等产品。 2025年12月13日,宇树科技发布人形机器人"App Store"(应用商店),用户可以将训练好的舞蹈、武术、干活 等模型一键上传分享,也可以下载其他开发者开发的动作部署到机器人。这意味着人形机器人通过应用商店也 能解锁各种技能,便于用户体验。 11月15日,中国证监会官网显示,宇树科技IPO上 ...
宇树科技发布澄清声明:2025全年人形机器人实际出货量超5500台
Hua Xia Shi Bao· 2026-01-23 01:20
1月22日晚,宇树发布了一份关于2025年销量数据的澄清。宇树称,过去一个月,网上流传着很多关于宇树2025年出货数量的不实信息。宇树此前从未对 外告知过2025年的销售数据。 宇树表示,2025年人形机器人实际出货量超5500台(指实际出售发货给终端客户的数量,并非订单数量,订单数量更高),2025年本体量产下线超6500 台。上述均为宇树纯人形机器人的数量,不含双臂轮式等其他机器人产品。 宇树称,目前各种机器人形态多样,建议大家请勿把不同类型的机器人数量,直接合并在一起对比。 此前,市场研究机构Omdia发布的一份报告受到关注,据Omdia预估,2025年各厂商机器人出货量排名上,智元机器人以5168台位列第一,宇树则以4200 台位列第二。 2025年12月29日,宇树科技全国首店将于2025年12月31日在北京京东MALL开业。该门店是京东与宇树科技全国首店。 据悉,用户可在店内体验机器人产品后,于门店直接完成购买。门店也支持扫描商品二维码,跳转官方小程序进行自助下单,并选择门店自提或由京东配 送到家。 此前,宇树已在京东线上商城开设官方旗舰店,并上架G1、R1人形机器人,以及Go2机器狗等产品。 2 ...
宇树科技发布澄清声明:2025全年人形机器人实际出货量超5500台 订单数量更高
Hua Xia Shi Bao· 2026-01-23 00:47
宇树称,目前各种机器人形态多样,建议大家请勿把不同类型的机器人数量,直接合并在一起对比。 2025年12月29日,宇树科技全国首店将于2025年12月31日在北京京东MALL开业。该门店是京东与宇树科技全国首店。 宇树表示,2025年人形机器人实际出货量超5500台(指实际出售发货给终端客户的数量,并非订单数量,订单数量更高),2025年本体量产下线超6500 台。上述均为宇树纯人形机器人的数量,不含双臂轮式等其他机器人产品。 1月22日晚,宇树发布了一份关于2025年销量数据的澄清。宇树称,过去一个月,网上流传着很多关于宇树2025年出货数量的不实信息。宇树此前从未对 外告知过2025年的销售数据。 此前,市场研究机构Omdia发布的一份报告受到关注,据Omdia预估,2025年各厂商机器人出货量排名上,智元机器人以5168台位列第一,宇树则以4200 台位列第二。 此前,宇树已在京东线上商城开设官方旗舰店,并上架G1、R1人形机器人,以及Go2机器狗等产品。 2025年12月13日,宇树科技发布人形机器人"App Store"(应用商店),用户可以将训练好的舞蹈、武术、干活等模型一键上传分享,也可以下载其 ...
宇树科技紧急澄清!丨人民鉴真09期
Zheng Quan Shi Bao· 2026-01-22 14:16
1月22日,宇树科技官方微信公众号发布关于2025年销量数据的澄清公告。 宇树科技指出,过去一个月,网上流传着很多关于公司2025年出货数量的不实信息,公司此前从未对外告知过2025年的销售数据。公司2025年全年人形机 器人实际出货量超5500台(指实际出售发货给终端客户的数量,并非订单数量,订单数量更高),2025年本体量产下线超6500台。上述均为公司纯人形机 器人的数量,不含公司双臂轮式等其他机器人产品。 宇树科技称,目前各种机器人形态多样,建议大家请勿把不同类型的机器人数量,直接合并在一起对比。 据悉,用户可在店内体验机器人产品后,于门店直接完成购买。门店也支持扫描商品二维码,跳转官方小程序进行自助下单,并选择门店自提或由京东配 送到家。 此前,宇树已在京东线上商城开设官方旗舰店,并上架G1、R1人形机器人,以及Go2机器狗等产品。 2025年12月13日,宇树科技发布人形机器人"App Store"(应用商店),用户可以将训练好的舞蹈、武术、干活等模型一键上传分享,也可以下载其他开发 者开发的动作部署到机器人。这意味着人形机器人通过应用商店也能解锁各种技能,便于用户体验。 2025年12月29日, ...
宇树科技紧急澄清!丨人民鉴真09期
证券时报· 2026-01-22 13:03
1月22日,宇树科技官方微信公众号发布关于2025年销量数据的澄清公告。 2025年12月29日,宇树科技全国首店将于2025年12月31日在北京京东MALL开业。该门店是京东与宇树科技全国首店。 宇树科技指出,过去一个月,网上流传着很多关于公司2025年出货数量的不实信息,公司此前从未对外告知过2025年的销售数据。公司2025年全年人形机 器人实际出货量超5500台(指实际出售发货给终端客户的数量,并非订单数量,订单数量更高),2025年本体量产下线超6500台。上述均为公司纯人形机 器人的数量,不含公司双臂轮式等其他机器人产品。 宇树科技称,目前各种机器人形态多样,建议大家请勿把不同类型的机器人数量,直接合并在一起对比。 据悉,用户可在店内体验机器人产品后,于门店直接完成购买。门店也支持扫描商品二维码,跳转官方小程序进行自助下单,并选择门店自提或由京东配 送到家。 此前,宇树已在京东线上商城开设官方旗舰店,并上架G1、R1人形机器人,以及Go2机器狗等产品。 2025年12月13日,宇树科技发布人形机器人"App Store"(应用商店),用户可以将训练好的舞蹈、武术、干活等模型一键上传分享,也可以下载 ...
紧急辟谣,宇树开年大乌龙,吓坏了谁?
3 6 Ke· 2026-01-05 01:52
2026年的开年大戏,比预想中来得更刺激一些。 1月4日,一则"宇树科技A股上市绿色通道被叫停"的消息刷屏,科技圈和投资圈瞬间炸锅。有人说这是"杀鸡儆猴",有人说是"保护性降温",还有人幸灾 乐祸:让你们吹,这下消停了吧? 01 王兴兴的逆袭路,够野 结果当天晚上,宇树科技就出来辟谣了。 宇树科技的故事,如果拍成电影,绝对是标准的"莫欺少年穷"剧本。 公司向新京报贝壳财经记者回应称:相关报道与事实情况不符,宇树科技未涉及申请"绿色通道"相关事宜。 公司还表示已向主管部门反映,督促相关方 撤回不实报道,并保留法律追责的权利。目前上市工作正常推进。 创始人王兴兴,90后,宁波人,既没有清北光环,也没有海归履历。当年考研英语挂了,与浙大失之交臂,最后去了上海大学。放在创投圈那套叙事里, 这背景简直"平平无奇"。 好家伙,一场虚惊。 但这哥们有个绝活——"手搓"机器人。 但这场乌龙本身,反倒比"绿通被叫停"更值得玩味——为什么市场这么容易相信这个消息?为什么大家第一反应是"该降温了"而不是"不可能"? 说白了,这恰恰说明,具身智能赛道的泡沫,已经大到让所有人都觉得"挤一挤"是迟早的事。 今天我们就借着这事儿,好好扒一 ...
刚刚 宇树科技回应:公司未涉及申请“绿色通道”事宜
Group 1 - The core point of the article is that Yushu Technology's A-share listing process is ongoing despite misleading reports suggesting otherwise. The company has denied any involvement in a "green channel" application and is taking legal action against false reports [1] - Yushu Technology plans to submit its IPO application documents to the stock exchange between October and December 2025, with relevant operational data to be disclosed at that time [1] - The company has completed its IPO counseling work by mid-November 2025, with CITIC Securities as the counseling institution, indicating a significant step towards entering the capital market [1] Group 2 - Several A-share and Hong Kong-listed companies have established stable partnerships with Yushu Technology, holding direct or indirect equity stakes in the company. Notable companies include Changying Precision, Tuobang Co., Jinfat Technology, Wolong Electric Drive, Zhongke Chuangda, and Allwinner Technology [2] - Yushu Technology has opened its first offline store in Beijing's JD MALL on December 31, 2025, allowing users to experience and purchase robot products directly [3] - The company launched a humanoid robot "App Store" in mid-December 2025, enabling users to upload and share trained models for various skills, enhancing user experience with the robots [3]
宇树科技回应:公司未涉及申请“绿色通道”事宜
证券时报· 2026-01-04 15:01
Core Viewpoint - Yushu Technology's IPO process is ongoing despite misleading reports suggesting otherwise, and the company is taking legal action to protect its rights [1]. Group 1: IPO Status - On January 4, media reports claimed that Yushu Technology's green channel for A-share listing was halted, but the company clarified that this was not the case and that it had not applied for a "green channel" [1]. - Yushu Technology is currently advancing its IPO process, with plans to submit listing application documents to the stock exchange between October and December 2025 [1]. - The company has completed its IPO counseling work as of mid-November 2025, with CITIC Securities as the counseling institution, indicating a significant step towards entering the capital market [1]. Group 2: Partnerships and Collaborations - Several A-share and Hong Kong-listed companies have established stable partnerships with Yushu Technology, holding direct or indirect equity in the company. Notable partners include Changying Precision, Tuobang Co., Jinfat Technology, Wolong Electric Drive, Zhongke Chuangda, and Allwinner Technology [2]. Group 3: Business Developments - Yushu Technology opened its first offline store in Beijing's JD MALL on December 31, 2025, allowing customers to experience and purchase robotic products directly [3]. - The company launched a humanoid robot "App Store" in mid-December 2025, enabling users to upload and share trained models for various skills, enhancing user experience and interaction with the robots [3].
东海证券晨会纪要-20251219
Donghai Securities· 2025-12-19 04:01
Group 1: Key Recommendations - Focus on the commercialization progress of embodied intelligent robots, anticipating the establishment of industry standards and ecosystem co-construction [5][7] - Yushutech recently launched a humanoid robot "App Store," facilitating model sharing and establishing a product ecosystem [5] - UBTECH has secured new orders exceeding 50 million yuan for its autonomous industrial humanoid robot Walker S2, which will be delivered within the year [6] Group 2: Industry Tracking - The industry is accelerating the construction of standards and evaluation systems to promote training and pilot platform development, guiding orderly industrial development [7][8] - The "Humanoid Robot Intelligence Grading" group standard has been established, categorizing humanoid robots into five levels (L1-L5) to clarify technical development directions [7] - The Beijing Humanoid Robot Innovation Center is building a public service platform for embodied intelligent robots, providing comprehensive services from technology development to industrial application [8] Group 3: U.S. Employment Market Analysis - The U.S. non-farm employment data for November 2025 showed an increase of 64,000 jobs, slightly above expectations, but the unemployment rate rose from 4.4% to 4.6%, the highest since October 2021 [11][12] - The increase in the unemployment rate is primarily attributed to a surge in re-employment, with 293,000 re-employed individuals in October and November, contributing 129% to the new unemployment figures [12][16] - The labor market is exhibiting signs of "tight balance" vulnerability, with an increase in both immigrant and domestic labor supply, while demand remains weak [12][16] Group 4: Economic Indicators - The European Central Bank maintained its key interest rates, with the deposit facility rate at 2% and the main refinancing rate at 2.15% [19] - The U.S. CPI for November increased by 2.7% year-on-year, lower than the expected 3.1% [19] - The People's Bank of China resumed 14-day reverse repurchase operations, injecting liquidity into the market [19]
东海证券晨会纪要-20251218
Donghai Securities· 2025-12-18 07:27
Group 1: Key Recommendations - Focus on the commercialization progress of embodied intelligent robots, anticipating the establishment of industry standards and ecosystem co-construction [5] - Yushu Technology recently launched a humanoid robot "App Store," facilitating model training and sharing, which is expected to lay the foundation for product ecosystem development [5] - UBTECH has signed a humanoid robot sales contract worth over 50 million yuan, primarily involving the Walker S2 robot, which will be delivered within the year [6] - ZhiYuan Robotics has achieved mass production of its 5000th general-purpose embodied robot, indicating a significant scale-up in production capabilities [6][7] Group 2: Industry Tracking - The establishment of industry standards and evaluation systems is accelerating, which is expected to guide the orderly development of the industry [7] - The "Humanoid Robot Intelligence Grading" standard has been developed, categorizing humanoid robots into five levels (L1-L5), aiding companies in clarifying technological development directions [7][8] - The Beijing Humanoid Robot Innovation Center is building a public service platform for embodied intelligent robots, providing comprehensive services from technology development to industrial application [8] Group 3: U.S. Employment Market Observations - The U.S. non-farm employment data for November 2025 showed an increase of 64,000 jobs, slightly above expectations, but the unemployment rate rose from 4.4% to 4.6%, the highest since October 2021 [11][12] - The increase in the unemployment rate is primarily attributed to a surge in re-employment, with 293,000 re-employed individuals in October and November, contributing significantly to the unemployment figures [12][16] - The labor market is exhibiting signs of "tight balance" vulnerability, with an increase in both immigrant and domestic labor supply, while demand remains weak [12][16] Group 4: Financial News - From January to November 2025, the national general public budget revenue was 200,516 billion yuan, a year-on-year increase of 0.8%, with tax revenue growing by 1.8% [19] - The general public budget expenditure for the same period was 248,538 billion yuan, reflecting a year-on-year increase of 1.4% [19]