今年春晚，机器人刷屏了。 宇树科技、松延动力、魔法原子、银河通用四家公司的具身智能机器人登上春晚舞台，在武术、小品、歌曲和微电影等节目中轮番亮相…… 科技与传统硬核碰撞，让观众直呼过瘾。不少观众调侃："今年春晚像机器人发布会。" 对于今年的春晚机器人"浓度"超高，总台马年春晚总导演于蕾回应称，希望通过节目让观众看到中国机器人产业立体化的状态。 机器人"扎堆"上春晚 宇树科技机器人参演的《武BOT》，腾空而起的后空翻、招式凌厉的舞剑、还表演了一段醉拳，复杂的武打动作再次惊艳舞台。 松延动力机器人参演的《奶奶的最爱》小品，四个机器人"孙子"和一款仿生机器人共同成就了这个既催泪又好笑的节目，"初代机器人"蔡明与现代机器人 搭档，讲述了技术伦理的温情； 松延动力创始人、董事长姜哲源表示：这次上春晚不只是秀技术，更想让大家看到机器人有温度、会互动的温情一面，顺便把品牌打响、把订单做起来， 也让资本市场更看好公司。 面对行业里"不需要一百万台跳舞机器人"的讨论，他也直言不讳——跳舞不是终点，只是现阶段展示技术的办法，未来机器人肯定要扎进真实作业场景里 去，而先靠现有技术活下去、跑通商业化，才是企业最基础的底气。 他也给出 ...

图源：微博截图 2025蛇年春晚上，宇树科技一枝独秀。到了2026马年春晚，成了一个「百花争鸣」的局面。根据官方节目单，今年有魔法原子、宇树科技、松延动力、银河 通用四家机器人公司登上了春晚舞台。去年还是伴舞，今年就融入了小品、武术、歌曲、微电影四大类型。 一转眼，就到了大年初一。小雷在这给大家先拜个年，祝愿大家在新的一年里身体健康，所愿皆所得！ 话说回来，春晚你们有看吗？小雷昨晚看了几个节目，感觉今年的春晚科技感很浓。 昨天下午，央视官方公布了春晚节目单。不知道大家有没有留意到，好几个节目都有「机器人」的出现。今年它们表现如何呢？ 嚯，这跨越程度，感觉就像是一个去年还在牙牙学语的孩子，今年已经能说一口流利的英文。 小雷留意到，2 月 16 日晚上，"机器人全面入侵春晚"话题登上微博热搜第一。2 月 17 日早上，春晚总导演回应了机器人浓度高，这个话题也上了热搜榜。 图源：微博截图 作为连续三年登上春晚的"三朝元老"，宇树科技依然带了惊喜给我们。在武术节目《武 BOT》里面，宇树派出了人形机器人 G1 和 H2，展示了醉拳和双截 棍等动作。 虽然中途出了一个摔倒的小插曲，不过在晚会后，宇树科技创始人王兴兴表示 ...

2月16日，马年春晚舞台上，宇树科技机器人与河南塔沟武校学员联袂呈现的节目《武BOT》燃爆全 场。机器人行云流水的空翻、醉拳以及高速集群变阵，让观众直呼过瘾 。 节目火爆出圈后，宇树科技创始人王兴兴向央视新闻独家揭秘了机器人"练功秘籍"。他透露，为了实现 高难度的弹射空翻动作，团队在仿真平台上进行了上亿次训练，再放到实物机器人上微调，最终机器人 借助定制弹射器可腾空2至3米完成空翻，"这一动作在全球范围内是首创"。 更令人惊叹的是二十多台机器人在快速奔跑中完成的穿插变阵。王兴兴表示，相比去年《秧BOT》 的"慢慢走"，今年这种高动态、高协同的集群控制技术同样是全球首次亮相，为后续机器人在复杂场景 中的调度做好了技术铺垫 。 基于中国机器人行业的迅猛发展态势，摩根士丹利上调了2026年中国人形机器人销量预测。今年中国人 形机器人销量将同比增长133%，达到28000台，较此前的预测14000台高出一倍。预计到2030年将达到 26.2万台，到2035年将达到260万台，而去年的销量约为1.2万台。 摩根士丹利还指出，生产成本下降将逐渐使拥有机器人变得更加容易。作为全球人形机器人供应链核心 所在地，中国今年机器人 ...

2026.02.16 本文字数：1363，阅读时长大约2分钟 来源 |第一财经、每日经济新闻、央视新闻等 封图 | 央视春晚 2026年 马年春晚正式开始，蔡明、王天放表演小品《奶奶的最爱》。蔡明饰演王天放奶奶，并且犀利 吐槽："每次来看我都是端午节，我是屈原啊？" 央视春晚小品《奶奶的最爱》，多台松延动力机器人登场 2月14日，@春晚发文：谁能想到，1996年那个"柔道七段"的机器人，30年后会变成《奶奶的最爱》里 温柔牵挂的奶奶。 蔡明时隔30年与"机器人"续上前缘，小品《奶奶的最爱》讲述祖孙俩在欢乐互动中流露出的温情牵挂。 网友表示：中国"初代机器人"碰上新时代机器人！ 蔡明时隔30年再演机器人 2月16日晚，松延动力登上央视春晚小品《奶奶的最爱》，是人形机器人第一次出现在春晚语言类节目 中。今日松延动力CMO张淼对第一财经记者表示，通过语言类节目来展现产品的决定，系去年春晚导 演组到公司考察，看到人形机器人与仿生机器人两条产品线，并体验过所有产品后做出的。公司听取导 演组意见后，配合支持节目完成。 节目中，蔡明样式的机器人和松延动力机器人精彩亮相，表演了多种技能，包括翻跟头和讲冷笑话等， 现场活动氛围 ...

2026.02. 16 节目中， 蔡明样式的机器人和松延动力机器人精彩亮相，表演了多种技能，包括翻跟头和讲冷笑话等，现场活动氛围幽默有趣。 本文字数：1363，阅读时长大约2分钟 来源 | 第一财经、每日经济新闻、央视新闻等 封图 | 央视春晚 2026年 马年春晚正式开始， 蔡明、王天放表 演小品《奶奶的最爱》。蔡明饰演王天放奶奶，并且犀利吐槽："每次来看我都是端午节，我是屈原 啊？" 舞台上，一排排机器人动作行云流水：跳马、后空翻，动作连贯、招招精准。 央视春晚小品《奶奶的最爱》，多台松延动力机器人登场。 2月14日， @春晚发文：谁能想到，1996年那个"柔道七段"的机器人，30年后会变成《奶奶的最爱》里温柔牵挂的奶奶。 蔡明时隔30年与"机器人"续上前缘，小品《奶奶的最爱》讲述祖孙俩在欢乐互动中流露出的温情牵挂。 网友表示：中国"初代机器人"碰上新时代机 器人！ 2月16日晚，松延动力登上央视春晚小品《奶奶的最爱》，是人形机器人第一次出现在春晚语言类节目中。今日松延动力CMO张淼对第一财经记者表 示，通过语言类节目来展现产品的决定，系去年春晚导演组到公司考察，看到人形机器人与仿生机器人两条产品线，并体 ...

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，宇树科技为春 晚机器人合作伙伴，旗下人形机器人H2在浙江义乌分会场化身为孙悟空，身披战袍，头戴"雉鸡翎"， 外表看起来十分威风。 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，宇树科技为春 晚机器人合作伙伴，旗下人形机器人H2在浙江义乌分会场化身为孙悟空，身披战袍，头戴"雉鸡翎"， 外表看起来十分威风。 值得一提的是，过去一两年，以孙悟空作为主角的国产游戏《黑神话：悟空》也成功破圈，引发全球关 注。 责任编辑：尉旖涵 值得一提的是，过去一两年，以孙悟空作为主角的国产游戏《黑神话：悟空》也成功破圈，引发全球关 注。 责任编辑：尉旖涵 ...

Core Insights - Yushu Technology has been announced as the robot partner for the 2026 Spring Festival Gala, marking its third consecutive appearance after the 2021 and 2025 events, highlighting its growing prominence in the robotics industry [1][13] - The company's continued selection for the gala is attributed to its strong technical capabilities and cultural integration, supported by the favorable policies and ecosystem in Zhejiang province [1][12] Technological Development - Yushu's robots have demonstrated a clear path of technological iteration, evolving from 24 robotic cows in 2021 to 16 H1 robots in 2025, and now preparing for the 2026 performance with the new robot [2][14] - The H1 humanoid robot achieved a speed of over 5 m/s and won four gold medals at the inaugural World Humanoid Robot Sports Competition, showcasing significant advancements in performance [7][19] Policy Support - The Zhejiang provincial government has included humanoid robots in its major technology initiatives, providing financial support for R&D and rewarding companies for their innovation efforts [4][16] - The province's commitment to innovation is evident in its plan to invest over 900 billion yuan in technology by 2027, aiming to support the growth of high-tech enterprises [10][22] Market Performance - By the end of 2025, Yushu's humanoid robot shipments exceeded 5,500 units, establishing a leading position in the global market, with the G1 model priced starting at 99,000 yuan [9][21] - The company has submitted over 200 patent applications, with 180 granted, reflecting its strong focus on intellectual property and innovation [9][21] Ecosystem Development - Zhejiang's collaborative ecosystem promotes the integration of whole machine and component manufacturers, fostering a robust industrial cluster for humanoid robots [10][22] - The province encourages talent sharing between academia and industry, enhancing the innovation capacity of technology enterprises [10][22] Brand Evolution - Yushu's partnership with the Spring Festival Gala signifies its transition from a niche brand to a nationally recognized name, embodying the evolution of China's manufacturing to innovation [12][24]

Core Insights - The 2026 International Consumer Electronics Show (CES) showcased groundbreaking technologies and products, highlighting the advancements in AI, robotics, and smart living, with a significant presence of Chinese manufacturing companies [1][2][10]. Group 1: Event Overview - CES 2026 featured over 4,500 companies from more than 150 countries, focusing on AI, chips, automotive, and robotics, with a notable emphasis on the integration of AI and hardware [2]. - Chinese exhibitors numbered 942, accounting for 22% of the total, reflecting a new landscape of "full industry chain coverage" and increased global influence of Chinese manufacturing [2]. Group 2: Key Exhibitors and Technologies - Cloudwalk Technology showcased its UP robot, marking the first large-scale service by a Chinese service robot at a global landmark [4]. - Yushun Technology presented a series of humanoid robots, including the G1 combat robot, which drew significant attention for its agility and performance [4]. - Hesai Technology displayed its upgraded ATX laser radar, featuring enhanced performance metrics, including a range of 230 meters and a point frequency of 3.84 million points per second [7][8]. Group 3: Market Position and Growth - Hesai Technology announced plans to double its laser radar production capacity from 2 million units in 2025 to 4 million units in 2026, with a new factory in Bangkok expected to start production in early 2027 [8]. - Black Sesame Intelligence demonstrated its A2000 driving assistance chip and showcased its multi-dimensional intelligent computing platform, emphasizing its role in the smart automotive sector [9]. Group 4: Industry Trends and Future Outlook - The collective presence of Chinese tech firms at CES 2026 signifies a shift from "individual efforts" to "ecosystem collaboration," showcasing a higher maturity and openness in global operations [10]. - The report indicates that by 2025, China's overseas sales of automobiles, particularly electric vehicles, are expected to reach 2.32 million units, marking a 52% year-on-year increase [11]. - The global market for humanoid robots is projected to see over 13,300 units shipped in 2025, with Chinese manufacturers contributing over 90% [11]. Group 5: Capital and Investment - The success of Chinese tech firms at CES 2026 is attributed to long-term capital support, with 90% of companies on the Sci-Tech Innovation Board receiving venture capital investments [13]. - The Chinese government is focusing on integrating technology innovation with industrial development, emphasizing early and sustained investment in hard tech [13][14]. - Kun Yuan Asset has supported 95 companies in entering capital markets, with a significant portion in the hard tech sector, demonstrating a strong ecosystem effect [14].

Core Insights - The company Yuzhu has recently released training videos showcasing its humanoid robot performing advanced maneuvers such as backflips and kicking sandbags, indicating significant progress in its capabilities [1] - CEO Wang Xingxing is actively promoting the product, aiming to accelerate commercialization and secure more orders [1] Company Developments - Yuzhu's humanoid robot demonstrates impressive physical skills, which may enhance its marketability and appeal to potential customers [1] - The focus on commercializing the product suggests a strategic shift towards increasing revenue through product sales [1] Market Strategy - The company's efforts to showcase the robot's abilities through videos reflect a proactive approach to attract attention and generate interest in the technology [1] - By emphasizing the robot's performance, Yuzhu aims to differentiate itself in a competitive market and potentially capture a larger share of the robotics industry [1]

Core Viewpoint - The A-share market opened positively on January 5, with the Shanghai Composite Index rising over 1% and surpassing 4000 points, driven by a rebound in the hard technology sector, particularly the robotics sector [1] Group 1: Market Performance - The Robot ETF Fund (159213) increased by 1.63%, recovering from the previous day's decline, with a trading volume exceeding 35 million yuan [1] - Continuous capital inflow into the robotics sector, with the Robot ETF Fund attracting over 24 million yuan during the trading session and accumulating over 120 million yuan in five consecutive days [1] Group 2: Component Stocks Performance - Most component stocks of the Robot ETF Fund saw significant gains, with iFlytek rising over 6%, Huichuan Technology over 4%, and Dazhong Laser over 3% [3] - The top ten component stocks of the Robot ETF Fund include: - iFlytek (6.76% increase, 9.95% estimated weight) - Huichuan Technology (4.10% increase, 9.94% estimated weight) - Dazhong Laser (3.74% increase, 4.08% estimated weight) [3] Group 3: Industry Developments - Yushun Technology released a training video of its humanoid robot H2, showcasing advanced movements, and clarified that recent reports regarding its IPO status were misleading [4] - The humanoid robot industry is approaching mass production, with significant changes expected in 2026, including the release of Tesla's V3 robot and the establishment of domestic standards for humanoid robots [5] - The industry is experiencing a convergence of application, computing power, and capital, with expectations for a significant leap in humanoid robotics by 2026 [6]