中新网北京2月24日电(记者吕少威陈杭)在刚刚结束的春节假期，机器人大放异彩，热度持续飙升。这 其中，北京"智造"的机器人给人留下了深刻印象。 在央视春晚舞台上，松延动力携多产品矩阵亮相，四个步履精准的双足人形机器人和一个仿生人形机器 人，与艺术家蔡明完美配合完成了一场科技与艺术融合的视觉盛宴。银河通用的具身大模型机器人不仅 在舞蹈节目中亮相，还参演了贺岁微电影《我最难忘的今宵》。在复杂的直播环境中，机器人凭借环境 感知与实时交互技术，与沈腾、马丽等演员自然搭戏配合，精准响应剧情节奏与即兴互动，打破了"预 设程序"的表演模式，智能水平让人眼前一亮。 此外，春节假期，机器人还走进了北京特色庙会现场，营造可感可触的"科技年味"。2026海淀新春科技 庙会现场集结43项具身机器人展项，其中34项人形机器人展项，还有多项AI大模型、数字人、VR、 AIGC等精彩前沿科技互动体验。在国家会议中心二期热闹举行的2026大都新春庙会上，春晚同款机器 人集体亮相，把科技感直接拉满。锣鼓喧天的传统庙会遇上身手不凡的机器人天团，传统民俗与前沿科 技混搭碰撞，为期7天的文化盛宴，让市民逛出别样新年味。 2026年开年以来，北京机器 ...

在沈腾、马丽主演的贺岁微电影《我最难忘的今宵》中，来自苏州银河通用有限公司的具身大模型 机器人首次亮相春晚舞台，既表演了小品，又展示了盘核桃的绝活。 同样引人注目的是，来自无锡的魔法原子和苏州的追觅科技携多款人形、四足机器人惊艳亮相。它 们不仅是舞台上的"科技舞者"，更与演员们默契配合，在动感节拍中完成高难度动作。这些江苏机器人 军团的集体亮相，正是江苏制造向"江苏智造"加速跃升的生动注脚，更是被网友戏称为"最强氛围组"。 除了众多"明星"，江苏元素更体现在登上春晚舞台的普通人身上。来自无锡的90后新农人张烨琳， 带着泥土的芬芳走上舞台。作为"三农"代表，她在《来晒秋》和《山海寻梦》中，用质朴的语言向全国 观众讲述了乡村振兴的江苏故事。 辞旧迎新，金马奔腾。在2026年央视春晚上，众多江苏元素闪耀舞台。 首先是众多江苏文艺名角名团亮相，借助春晚舞台生动展现江苏文化魅力。在春晚安徽合肥分会 场，南京市越剧团团长、"梅花奖"得主李晓旭闪亮登场。在节目《合韵满江淮》中，她以诗韵越剧《织 造府》中贾宝玉的经典扮相，携手吴琼、韩再芬等一众戏曲名家同台献艺，生动诠释了"世界文学之 都"南京的深厚文脉。 歌曲《小家年年》中 ...

首先是众多江苏文艺名角名团亮相，借助春晚舞台生动展现江苏文化魅力。在春晚安徽合肥分会场，南 京市越剧团团长、"梅花奖"得主李晓旭闪亮登场。在节目《合韵满江淮》中，她以诗韵越剧《织造府》 中贾宝玉的经典扮相，携手吴琼、韩再芬等一众戏曲名家同台献艺，生动诠释了"世界文学之都"南京的 深厚文脉。 歌曲《小家年年》中，苏州评弹学校的演员惊艳亮相；交响街舞《新春之声》里，来自苏州芭蕾舞团的 成员翩然起舞。这边是弦索叮咚的江南雅韵，那边是中西合璧的动感节拍，两个苏州团队用不同的艺术 语言，在春晚舞台上传递着同样的江苏风采。 值得一提的是，春晚主标识中的"骐骥驰骋纹"巧妙融合了中国传统云纹、雷纹、回纹元素，是传统纹样 与现代设计创造性结合的典范。承载吉祥寓意的"骐骥驰骋纹"红围巾，源自苏州市吴江区的丝绸工坊， 以细腻的真丝拉绒工艺，将江南丝韵与新春祝福编织在一起。据了解，红围巾已经连续3年亮相春晚， 成为吴江丝绸的流动名片。 （来源：新华日报） □ 本报记者 邵文晶 陈凌天 辞旧迎新，金马奔腾。在2026年央视春晚上，众多江苏元素闪耀舞台。 在沈腾、马丽主演的贺岁微电影《我最难忘的今宵》中，来自苏州银河通用有限公司的具身大 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [2] Core Insights - The report highlights the collaboration of Galaxy General Robotics with various companies, including its designation as the specified embodied large model robot for the 2026 Spring Festival Gala [1][2] - Key partnerships have been established with companies such as Green Harmonics, Junsheng Electronics, and Tianqi Co., focusing on advanced robotics components and solutions [2] - Significant investments have been made in Galaxy General, including a 1.1 billion RMB funding round led by CATL, which enhances strategic development opportunities [2] Summary by Relevant Sections Company Developments - Green Harmonics has achieved international advanced levels in reducer precision through deep collaboration with Galaxy General [2] - Junsheng Electronics has completed the assembly of key robotic components and is supplying customized main control boards and energy management products [2] - Tianqi Co. has formed a joint venture with Galaxy General to focus on the development and application of embodied intelligent solutions in industrial scenarios [2] - Weifu High-Tech has established a partnership to develop dexterous robots and signed a strategic cooperation memorandum with United Automotive [2] - Zhaowei Electromechanical has signed a strategic memorandum with Galaxy General to promote the application of dexterous hand technology [2] - Meihu Co. is a core supplier of essential components for Galaxy General's embodied intelligence [2] - Junpu Intelligent has established a research institute for humanoid robots and is collaborating with Galaxy General on commercial applications [2] - Baida Precision has signed a strategic cooperation agreement to deploy over 1,000 Galaxy General robots in complex industrial scenarios [2] - CATL led a significant funding round for Galaxy General, further opening up strategic collaboration opportunities [2] - Juntai Digital has become a gold partner for market promotion and sales of Galaxy General's robotic products in various vertical fields [2]

君逸数码战略投资并签约银河通用机器人 近日，君逸数码通过产业基金对北京银河通用机器人股份有限公司进行了股权投资， 双方签署《渠道合作伙伴合作协议》，在特定垂直行业确立深度代理合作关系，以资 本 + 业务双重纽带，深化具身智能生态布局。 投资要点： [Table_Report] 相关报告 [Table_Invest] 评级： 增持 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 魏宗(分析师) | 021-23180000 | weizong@gtht.com | S0880525040058 | | 吕浦源(分析师) | 021-23183822 | lvpuyuan@gtht.com | S0880525050002 | 股票研究/[Table_Date] 2026.02.13 本报告导读： 计算机《银河通用"干活"机器人登春晚，具身 智能迎来主流时刻》2026.01.25 计算机《上海发布"模速 ...

Core Insights - The Chinese robotics industry is experiencing a significant shift from showcasing technology to delivering practical applications, marking a transition from "show" to "do" [3][4][6] Group 1: Industry Trends - The 2026 Chinese robotics market is at a critical juncture, moving from capital-driven hype to a focus on scalable commercial delivery [3][4] - Major companies like Zhiyuan, Yushu, and UBTECH are expected to deliver tens of thousands of units this year, indicating a shift to standardized manufacturing processes [4][5] - The market for humanoid robots in China surpassed 8.5 billion yuan in 2025, accounting for over 50% of the global market, with a shipment volume of 12,000 units, reflecting a 420% year-on-year increase [5] Group 2: Commercialization Focus - The industry's core evaluation criteria are shifting towards practical utility, emphasizing stability, reliability, and total cost of ownership [6][8] - Logistics and warehousing are becoming key application areas, with companies like Zhiyuan focusing on industrial tasks and Star Motion Epoch covering various logistics applications [8] - The cost of key components, such as dexterous hands, is decreasing, enabling broader applications in commercial services and security [8] Group 3: Competitive Landscape - The format of robot showcases has evolved, with companies now hosting entire events, indicating a new phase of competition and ecosystem building [9][10] - JD.com launched the "Global First Robot Spring Festival," integrating multiple brands and showcasing the potential of platform-driven ecosystems in the robotics industry [10] - The industry's future success will be measured by stable delivery data and clear customer ROI, rather than mere performance metrics [11][13]

2月2日，据《科创板日报》报道，有知情人士称，智元将不参加2026年马年春晚。 根据目前披露的合作信息，机器人产业正成为本届春节联欢晚会的重要看点。 其中，银河通用机器人已获选为中央广播电视总台2026年春节联欢晚会的官方指定具身大模型机器人供 应商。宇树科技则第三次携手成为本届春晚的机器人技术合作伙伴。 与此同时，松延动力也正式官宣，将作为总台2026年春晚的人形机器人合作伙伴亮相。 本文系观察者网独家稿件，未经授权，不得转载。 原因是预算有限的前提下，智元优先保障具身智能技术及产品研发的费用。 另据知情人士透露，智元机器人正在彩排全球首个大型机器人晚会"机器人奇妙夜"，该晚会由数百台各 类机器人主导，集合唱歌、跳舞、小品、走秀等多元节目，将于近期上线直播。 ...

【#今年春晚机器人表演或很不一样#】近日，中央广播电视总台官宣，银河通用机器人正式成为2026 年春节联欢晚会指定具身大模型机器人，将参与春晚相关内容呈现。 公开资料显示，银河通用机器人是一家专注于具身大模型（机器人大脑）研发与应用的人形机器人企 业，强调机器人"真智能，真干活"，在复杂真实环境中实现自主作业能力。目前，其机器人已在宁德时 代（300750）、德国博世等国内外头部制造企业的工厂场景中实现真实落地应用，并进入实际生产体系 运行。#银河通用机器人真智能# 据中央广电总台发文称，此次春晚与银河通用机器人的合作，是智能科技与国家级盛典的深度融合，也 是创新企业与时代舞台的共鸣交响。 ...

Core Viewpoint - The article discusses the collaboration of four robotics companies with the Central Radio and Television General Station for the 2026 Spring Festival Gala, highlighting the growing integration of robotics in entertainment and the potential commercial opportunities in the robotics sector [13][14]. Summary by Sections Robotics Companies Involved - Four robotics companies have partnered with the 2026 Spring Festival Gala: Songyan Power as the humanoid robot partner, Galaxy General Robotics for the designated embodied large model robot, and Magic Particles as the strategic partner for intelligent robots. Yushu Technology is also involved, marking its third collaboration with the gala [13][14]. Market Reactions and Stock Performance - Following the announcement, robotics stocks experienced a surge, with Tianqi Co., Ltd. (002009.SZ) and Baida Precision (603331.SH) hitting the daily limit, and Okoyi (688308.SH) rising over 11.26%. The robotics index (884126.W) increased by 0.15% [13]. Industry Expectations and Challenges - There are high expectations for the robots' performance at the gala, but industry insiders caution that the actual results may not meet these expectations. The challenge lies in the perception that robots can perform a wide range of tasks, while the reality may be limited to pre-programmed actions [14][15]. Commercialization and Future Prospects - The robotics industry is transitioning from experimental technology to commercial applications, with a focus on consumer-level and performance-related uses. The collaboration at the gala is seen as a pivotal moment for defining the commercial landscape of robotics in China [15][16]. Technological Development and Market Readiness - Despite the excitement surrounding the robotics sector, experts indicate that the industry is still in its early stages, with significant advancements needed before achieving practical, intelligent applications. The next few years will be critical for overcoming challenges related to real-world understanding and autonomous operation [15][16].

继宇树科技、银河通用、魔法原子之后，又一家机器人厂商宣布成为2026年央视春晚合作伙伴。 1月25日，中央广播电视总台宣布，银河通用机器人成为总台2026年春晚的"指定具身大模型机器人"， 并表示，借助春晚，"银河通用机器人将全面呈现在复杂场景中的自主决策能力、高效协作水平与温暖 服务体验"。2025年12月，银河通用完成21亿元融资，公司目前估值约210亿元。 IT桔子数据显示，近五年来，资本市场对具身智能赛道的关注度持续飙升。 2021年至2023年，行业投资事件数仅数十起，融资金额在低位波动；2024年起进入快速爬坡期，投资事 件数翻倍至103起，金额增至93.55亿元，技术落地预期开始吸引资本入场。到2025年，宇树科技的机器 人在春晚亮相，进一步引爆了投资人和社会对机器人行业的关注，行业迎来爆发，全年投资事件数大增 至325起，金额跃升至398.32亿元，分别较2024年增长216%、326%。 从业者告诉记者，随着2025年成为具身智能机器人产业量产元年，2026年各家企业关注重点将转移至不 同场景的商业化探索。在不同形态机器人相继推出后，企业需要寻求更大曝光帮助拓展市场。 关注具身智能领域的投资 ...