机器人双雄宇树、智元争抢国内顶级营销资源，报价已哄抬至1亿元。 据36氪报道，一批具身智能公司正在竞逐2026年总台马年春晚的赞助商资格。目前，智元和宇树的竞争 最为激烈。为了争夺最大赞助商的权益，智元机器人率先开价6000万元，随后，宇树科技直接将报价拉 升至1亿元。 值得注意的是，在2025年蛇年春晚中，宇树科技人形机器人H1参与春晚节目《秧 BOT》的表演，凭借 在《秧 BOT》节目的精彩表现，宇树科技机器人引发了全国观众的热议，掀起一股机器人热潮。不到 一年时间里，各大机器人品牌先后尝试了时装周走秀、电商带货、格斗综艺、直播竞走、赞助大型晚会 等多种营销形式，并在近日将价码直接飙到了上亿。 当然春晚的广告效应不一般，宇树科技人在蛇年春晚大放异彩之后，今年2月17日，在民营企业座谈会 上，作为90后企业家的宇树科技创始人王兴兴坐在企业家代表的第一排并发言，身旁则是曾毓群、马 云、任正非、王传福、雷军、马化腾等商业大佬。 9月2日，宇树科技社交媒体上宣布，预计将在2025年10月至12月期间向证券交易所提交上市申请文件， 届时公司的相关运营数据将正式披露。11月15日，中国证监会披露辅导更新信息，宇树科技 ...

Investment Rating - The report maintains a positive investment outlook on Yushu Technology, highlighting the potential growth in the humanoid robot sector and related supply chain opportunities [2][4]. Core Insights - Yushu Technology has evolved from a student project to a leading global player in the humanoid robot industry, with a focus on high-performance quadrupedal and humanoid robot development [2][4]. - The company has achieved over 60% market share in the quadrupedal robot segment and is recognized for its cost-effective humanoid robots, such as the G1 priced at 99,000 RMB [2][4]. - The report emphasizes the company's strong self-research capabilities, practical business approach, and cost advantages, which create a positive feedback loop for competitive advantages [2][4]. Summary by Sections 1. Yushu Technology: From Student Project to Global Leader - The company was founded in 2016 and has rapidly developed a range of quadrupedal robots, achieving significant market penetration and recognition [2][4]. - The launch of the humanoid robot H1 and the G1 has marked a significant step in the company's product matrix, showcasing high cost-performance ratios [2][4]. 2. Company Advantages: Self-Research, Practical Business, and Low Cost - Yushu Technology's self-research team has enabled rapid commercialization of quadrupedal robots, leading to a strong market position [2][4]. - The company has established a cost advantage through self-research of core components, allowing for competitive pricing against international counterparts [2][4]. 3. Future Outlook: Transitioning from Specialized to General Industrial Applications - The report anticipates that humanoid robots will gradually transition from specialized applications to more general industrial uses, with ongoing collaborations to enhance data collection and training [2][4]. - The integration of AI models with humanoid robots is expected to improve their operational capabilities in real-world scenarios [2][4]. 4. Investment Recommendations - The report suggests a focus on the growth trajectory of Yushu Technology and the broader domestic humanoid robot industry, with specific attention to related companies in the supply chain [2][4].