来源：环球时报 【环球时报报道 记者 陈子帅 杨沙沙 马梦阳】编者的话：2026年马年春晚舞台上，让全国乃至全球观众 为之惊叹的莫过于多种人形机器人的惊艳亮相。相比去年春晚人形机器人跳二人转时的"颤颤巍巍"，今 年春晚上它们已经能流畅地展现练武术、盘核桃、演小品、秀歌舞……中国人形机器人过去一年间的巨 大进步，也让外界的讨论从单纯的"这个机器人真厉害"转向"能不能买一个放家里用"。春晚人形机器人 取得了哪些重要技术突破，它们又将为人类带来怎样的未来生活？《环球时报》记者对春晚机器人的多 个研发团队进行了专访。 . 8 0 Company of Ship 12. T. 62 : 5 23 0 . . e 参 .. 047 日 . egr D . . n good any wo 】 @ 0 0 0 0 0 0 0 高节联欢晚会 D D D O I Q O D D O D O 】 · the the contract and the state of the county of the stars and the comparison and any a a 春晚机器人海报 秀功夫演小品，具身智能再进阶 今年春晚的 ...

Group 1 - The core viewpoint is that Yushuren's humanoid robots are not affordable for average households, but the company aims to reduce prices in the coming years to make them accessible to more families [2]

Core Insights - The 2026 Spring Festival Gala showcased humanoid robots, highlighting China's advancements in robotics and its ambition to lead in the humanoid robot and future manufacturing sectors [1][2] - The performance featured robots from four startups, setting a record for the number of robot brands appearing at the gala, which is a significant platform for showcasing technological prowess in China [1][2] - The event reflects a broader trend of increasing attention on humanoid robots in China, with significant implications for government contracts, investor interest, and market access for companies featured [2] Industry Overview - The humanoid robot market in China is projected to dominate globally, with Omdia estimating that by 2025, approximately 90% of the 13,000 humanoid robots shipped worldwide will come from China [3] - Morgan Stanley forecasts a 133% year-on-year increase in China's humanoid robot sales this year, reaching 28,000 units [3] - Tesla's CEO Elon Musk acknowledged the competitive landscape, stating that Chinese companies are underestimated and are formidable competitors in the humanoid robot space [3]

全球首个空翻最大高度大于 3 米； 全球第一次单脚连续空翻，两步蹬墙后空翻； 全球第一次 Airflare 大回旋七周半； IT之家 2 月 17 日消息，春晚《武 BOT》节目中，一台宇树机器人打着醉拳"摔倒"在地，"是故意的还是不小心的？"网友热议纷 纷。 全球第一次集群快速跑位（最快任意跑位速度可达 4m/s）； 搭载全新自研灵巧手，支持武术道具的快速更换与稳定抓持。 据新华社报道，对此宇树 CEO 王兴兴给出回应："剧情需要，打醉拳的时候有要倒不倒的状态，如果机器人倒了以后再自己站起 来，会非常帅，非常符合醉拳的意境。" IT之家注意到，据宇树科技官方介绍，今年参加春晚，宇树人形机器人突破运动极限，刷新了全球第一次连续花式翻桌跑酷、弹 射空翻等多项全球纪录。其中包括： ...

2025年，宇树人形机器人因在蛇年央视春晚表演的舞蹈《秧BOT》一战成名，也掀起了人形机器人在 2025年的发展热潮。 机器人全面入侵，追觅亮出全屋生态拿下"战略合作"，火山引擎抽送3D打印机、无人机等硬核年货 ...... 马年春晚，硬科技的含量有点浓。 回顾历年春晚的合作伙伴，从最初的烟酒商到21世纪初的家电品牌再到如今的智能硬件大军，春晚合作 伙伴的更迭，恰是国家经济与产业发展脉络的微观映射，亦是中国制造向中国智造跃迁的生动注脚。 人形机器人品牌组团亮相 今年春晚，机器人"军团"花式整活燃爆全场，技能进化程度令人瞠目。 作为春晚新面孔，魔法原子抢下春晚机器人"开场位"，旗下多台人型机器人与艺人同台演绎《智造未 来》节目，在分会场，上百台四足机器人MagicDog以"国宝熊猫"造型呈现大型群控表演，MagicBot Z1 展示了托马斯、踢月腿360°等特技动作。 三登春晚的宇树科技，今年携多台人形机器人现身《武BOT》节目，舞剑跳马耍醉拳，空翻变阵练棍 术；松延动力机器人产品矩阵参演小品《奶奶的最爱》，系人形机器人首次出现在春晚语言类节目 中，"小顽童N2"接连完成侧手翻、空翻，平稳落地，"小布米"呈现出 ...

Core Viewpoint - The performance of Yush Robot at the 2026 CCTV Spring Festival Gala showcased significant advancements in robotics, highlighting the company's ability to push the limits of robotic movement and coordination [1] Group 1: Performance Highlights - Yush Robot participated in the martial arts segment "Dance BOT," demonstrating various stunts such as flips, staff dance, jumping flips, and sword dance [1] - The humanoid robots achieved several global records, including the highest flip over 3 meters, the first single-leg consecutive flips, and the first Airflare with seven and a half rotations [1] - The robots exhibited rapid positioning capabilities, with the fastest arbitrary positioning speed reaching 4 meters per second [1] Group 2: Technological Innovations - Yush Technology developed a new dexterous hand that allows for quick changes and stable handling of martial arts props [1] - The company successfully coordinated dozens of robots in real-time with ultra-low synchronization delay, ensuring precise movements even after intense activity [1] - AI algorithms combined with 3D laser radar were utilized to maintain accurate positioning, overcoming challenges related to cumulative motion errors during long sequences [1]

Core Viewpoint - The participation of humanoid robot companies in the Spring Festival Gala signifies the arrival of the robot era, with significant implications for brand recognition and market dynamics in the robotics industry [1][14][15]. Group 1: Industry Trends - The Spring Festival Gala has evolved into a major platform for robot companies to showcase their technologies and products, acting as a pre-IPO "super roadshow" [2][13]. - The collective appearance of these companies indicates a growing trend in the robotics sector, with increasing investment and interest from the capital market [14][15]. - The event serves as a critical signal of the industry's development, showcasing advancements in technology and applications, and enhancing the visibility of domestic brands on a global stage [13][14]. Group 2: Company Highlights - Magic Atom, a new entrant, positions its humanoid robots as "warm life partners" and emphasizes the integration of technology and culture, aiming to shape public perception of future living companions [5][7]. - Galaxy General focuses on showcasing its "embodied large model" technology, highlighting its robots' decision-making capabilities and real-world applications, which extend beyond basic performances [9][10]. - Yushu Technology, a veteran in the Spring Festival Gala, aims to demonstrate its advanced motion control and manufacturing capabilities, with over 5,500 humanoid robots shipped in 2025 [12][17]. Group 3: Capitalization and Market Impact - Yushu Technology is leading the capitalization process in the sector, having completed 10 rounds of financing with a valuation of 12 billion yuan, positioning itself as a potential leader in the A-share market for humanoid robots [17]. - Galaxy General has completed a significant financing round exceeding 300 million USD, with a valuation surpassing 3 billion USD, indicating strong investor confidence and market potential [17][18]. - Magic Atom, with a valuation of approximately 3.5 billion yuan, is also advancing its IPO plans, leveraging the Spring Festival Gala for increased market recognition [18].

【导读】宇树科技宣布成为2026年春晚机器人合作伙伴 中国基金报记者 晨曦 宇树机器人，又要上春晚了！ 1月26日，宇树科技官方微信公众号发文称，其成为2026年春晚机器人合作伙伴。 宇树科技表示，这是宇树第三度与春晚结缘。从2021年牛年春晚机器牛"犇犇"的初次亮相，到去年由张 艺谋导演执导的人形机器人《秧BOT》的"现象级"破圈，2026年宇树将再度携手总台，奉献一场引领全 球科技进步的除夕盛宴。 此外，宇树科技提到，2025年宇树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；率先将 人形机器人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。宇树的四足和人形机器人 也在工业场景里默默耕耘，继续领航着行业的应用落地。宇树四足机器人和人形机器人最近几年出货量 全球第一，实现了规模化交付的重大跨越。 此前，宇树科技曾公布其2025年销量数据：全年人形机器人实际出货量超5500台（实际出售发货给终端 客户的数量），2025年本体量产下线超6500台。宇树科技强调，该数据为宇树科技纯人形机器人的数 量，不含双臂轮式等其他机器人产品。 另外，市场研究机构Omdia发布的《通用具身机器人市场雷达报告》 ...

Group 1 - Yushu Technology has announced its partnership as the robot collaborator for the 2026 Spring Festival Gala, marking its third appearance at the event [2][5] - The company previously showcased its robotic innovations, including the "Niu Niu" robot in 2021 and the humanoid robot "Yang BOT" directed by Zhang Yimou in 2022, which gained significant attention [5] - In 2025, Yushu Technology reported a humanoid robot shipment of over 5,500 units, with more than 6,500 units of its core products produced, emphasizing that these figures exclude other robot types [5] Group 2 - According to Omdia's report, the top three brands in the global humanoid robot market in 2025 are all from China, with Zhiyuan Robotics leading at 39% market share, followed by Yushu Technology [6] - Yushu Technology and Zhiyuan Robotics together account for 71% of the global humanoid robot market, indicating a strong competitive position [6] Group 3 - Other humanoid robot companies, such as Galaxy General Robotics and Magic Atom, have also announced their participation in the 2026 Spring Festival Gala, highlighting a trend of increasing competition among robotics firms [7][8] - The collaboration between these companies and the gala represents a fusion of intelligent technology with a national cultural event, showcasing advancements in robotics to a global audience [8]

Group 1 - The Robot ETF (562500) opened slightly higher, reaching a maximum intraday increase of 1.08%, with a latest price of 1.122 yuan, up 0.628% from the opening price [1] - The ETF's trading volume reached 5.29 billion yuan, with a turnover rate of 2.00%, indicating high trading activity [1] - Major component stocks such as Haoshi Electromechanical, Fengli Intelligent, and Weichuang Electric led the gains, each rising over 4% [1] Group 2 - Yushu Technology clarified that it had never disclosed its sales data for 2025, reporting an actual shipment of over 5,500 humanoid robots for the year, with over 6,500 units of the main body expected to be produced [1] - Goldman Sachs research indicates that the humanoid robot industry in China is transitioning from "general imagination" to specialized applications like security, with 2026 being a critical year for volume validation [1] - The global shipment volume for 2025 is projected to be between 15,000 to 20,000 units, with Chinese manufacturers leading and top companies aiming for several times growth in 2026-2027 [1] - The commercialization of the industry is accelerating, with 2B applications expected to achieve a return on investment within 2-3 years if they reach 50% of human productivity [1] Group 3 - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion, covering humanoid robots, industrial robots, and service robots across various segments [2] - Following the adjustment of component stocks, the humanoid robot content in the index tracked by the ETF has increased to nearly 70%, successfully removing underperforming stocks and including quality candidates [2]