今天是2026年的第一天，也是躺倒鸭陪伴大家的第十年。 回望过去的一年，可以用一句话概括："本以为从从容容、游刃有余，没想到是匆匆忙忙、连滚带爬。" 科技浪潮翻涌不息，从汽车、数码到AI、机器人等，一切皆在加速迭代，令人目不暇接。 这一年的大小事，鸭鸭都写成了一篇篇文章，在每个中午与大家准时相见。现在，一起共同翻开这份回忆。 AI：从Chat到Agent 年初，DeepSeek R1如同一声春雷般，在网络上形成一股强烈的冲击波，打破闭源模型的统治，以前所未有的影响力轰动全球科技圈。 GPT-5、Gemini 3.0、xAI Grok、Sora 2等正面冲击传统互联网，你追我赶。 各家大厂开始AI Agent化，AI不再只是回答问题，开始能自主调用外部工具来完成复杂任务。 年末豆包手机的爆火，让普通人最直观最近距离感受到AI如何代替人类进行复杂操作。 而英伟达成为全球首家5万亿美元公司，或许它才是AI时代的最大赢家。 人形机器人：量产元年 3月新修订的《电动汽车用动力蓄电池安全要求》强制性国家标准正式发布，要求动力电池要实现"不起火、不爆炸"。 4月，相关部门接连出手，明确要求车企不得进行夸大和虚假宣传，严禁使 ...

Core Viewpoint - The humanoid robot industry is experiencing a "Spring Festival Gala competition" as companies invest heavily for exposure opportunities, raising concerns about potential market bubbles and the maturity of the technology [1][2][3]. Industry Overview - Over 150 humanoid robot companies exist in China, with more than half being startups or companies from other sectors, growing at over 50% annually [1][3]. - The industry faces challenges in technology routes, commercialization models, and application scenarios, indicating that the market is not yet fully mature [1][3]. Market Dynamics - The exposure from the Spring Festival Gala has significantly increased interest and rental prices for humanoid robots, with daily rental rates reaching 20,000 yuan and equipment prices surging over 200% [2][3]. - Despite the hype, the actual application of humanoid robots remains limited, with most being used for entertainment rather than practical tasks, leading to a sharp decline in rental orders by the end of 2025 [2][3]. Regulatory Response - The National Development and Reform Commission (NDRC) has warned of risks such as high product redundancy and squeezed R&D space, advocating for a robust industry entry and exit mechanism [2][4][5]. - The NDRC emphasizes the need to accelerate core technology development and real-world application of humanoid robots, shifting focus from quantity expansion to quality and effectiveness [5][6]. Future Outlook - The consensus is forming that the true test for humanoid robots lies in industrial applications rather than entertainment, with companies exploring practical uses in logistics, inspection, and other sectors [6][7]. - The long-term value of humanoid robots is recognized, but they must overcome initial stages of being perceived as mere toys or performance devices to achieve real utility in various fields [5][6][7].

以下文章来源于Tech星球 ，作者任雪芸 文 ｜ 任雪芸 来源｜ Tech星球（ID：tech618） 封面来源 ｜ Unsplash 2025年央视春晚的舞台上，一群身着大红棉袄、扭着秧歌转手绢的机器人凭借灵动舞姿惊艳全场，一夜之间刷屏社交平台，成为现象级"科技顶流"，也让 具身机器人这一赛道瞬间进入大众视野。 Tech星球 . Tech星球，聚焦互联网前沿科技和新商业。 炫技有余，实用不足。 曾经备受关注的一星机器人（OneStar），成立半年便被曝解散，估值一度飙升至54亿美元的闼科技，也陷入资金链断裂的困境，生存状况堪忧。 市场端的冷却更为直观，一位从事机器人租赁业务的商家向Tech星球透露，今年年初还高达近万元的日租金，如今已跌去三分之二，同时市场需求快速萎 缩，"除了一些偶尔举办的展会、商业活动会临时联系租赁，稳定的订单是没有的。" 然而，热度褪去不足一年，具身机器人行业便经历了从爆火到降温的剧烈起伏。 资本市场的表现曾一度火热，IT桔子数据显示，2025年前三季度国内机器人领域融资额高达386.24亿元，是2024年全年212.54亿元总融资额的1.8倍。 资本的追捧下，跨界玩家纷纷入局，车企、 ...

以下文章来源于Tech星球 ，作者任雪芸 Tech星球 . Tech星球，聚焦互联网前沿科技和新商业。 2025年央视春晚的舞台上，一群身着大红棉袄、扭着秧歌转手绢的机器人凭借灵舞姿惊艳全场，一夜之间刷屏社交平台，成为现象级"科技顶流"， 也让具身机器人这一赛道瞬间进入大众视野。 然而，热度褪去不足一年，具身机器人行业便经历了从爆火到降温的剧烈起伏。 资本市场的表现曾一度火热，IT桔子数据显示，2025年前三季度国内机器人领域融资额高达 386.24亿元，是2024年全年212.54亿元总融资额的1.8 倍。 资追捧下，跨界玩家纷纷入局，车企、手机厂商、互联网巨头、家电龙头企业携资金与技术涌入赛道，一时间赛道热闹非凡。 但狂热背后泡沫渐生，行业很快迎来退潮期。 曾经备受关注的一星机器人（OneStar），成立半年便被曝解散，估值一度飙升至54亿美元的闼科技，也陷入资金链断裂的困境，生存状况堪忧。 市场端的冷却更为直观， 一位从事机器人租赁业务的商家 向Tech星球 透露， 今年 年初还高达近万元的日租金，如今已跌去三分之二，同时市场需 求快速萎缩，"除了一些偶尔举办的展会、商业活动会临时联系租赁，稳定的订单是 ...

2025年央视春晚的舞台上，一群身着大红棉袄、扭着秧歌转手绢的机器人凭借灵动舞姿惊艳全场，一夜 之间刷屏社交平台，成为现象级"科技顶流"，也让具身机器人这一赛道瞬间进入大众视野。 然而，热度褪去不足一年，具身机器人行业便经历了从爆火到降温的剧烈起伏。 资本市场的表现曾一度火热，IT桔子数据显示，2025年前三季度国内机器人领域融资额高达 386.24亿 元，是2024年全年212.54亿元总融资额的1.8倍。 资本的追捧下，跨界玩家纷纷入局，车企、手机厂商、互联网巨头、家电龙头企业携资金与技术涌入赛 道，一时间赛道热闹非凡。 但狂热背后泡沫渐生，行业很快迎来退潮期。 曾经备受关注的一星机器人（OneStar），成立半年便被曝解散，估值一度飙升至54亿美元的闼科技， 也陷入资金链断裂的困境，生存状况堪忧。 市场端的冷却更为直观，一位从事机器人租赁业务的商家向Tech星球透露，今年年初还高达近万元的日 租金，如今已跌去三分之二，同时市场需求快速萎缩，"除了一些偶尔举办的展会、商业活动会临时联 系租赁，稳定的订单是没有的。" 从春晚舞台的高光时刻，到资本退潮后的冷静，具身机器人行业似乎正在褪去虚火，而当下的降温调 ...

Core Insights - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Artificial Intelligence and Robotics Industry Conference showcased the LimX Oli humanoid robot, highlighting advancements in robotics technology and its applications in various sectors [1][2] Industry Overview - The Guangdong robotics industry is characterized by a "B-end first" approach, focusing on industrial applications such as production, service, and training, with a clear trend towards practical implementation in real-world scenarios [2][3] - The "AIR Pearl River Index Report (2025)" indicates that Guangdong ranks first nationally in AI and robotics, with a projected core industry scale of 220 billion yuan in 2024, reflecting a 22% year-on-year growth [4] Product Developments - Companies like Zhujidongli and Guangzhou Ligong are developing humanoid robots for specific industrial applications, with products like LimX Oli and Lidian F1 demonstrating capabilities in research, assembly, and logistics [3][4] - The LimX Oli robot is designed for research and cultural tourism, while the TRON1 robot features a modular design for various applications, including security and industrial patrols [2][3] Market Trends - Consumer-level humanoid robots are beginning to enter the market, with products like the T800, LimX Oli, and G1 listed on e-commerce platforms, indicating a shift towards market acceptance [5][6] - The pricing strategy for these robots shows a clear tiered structure, with the T800 starting at 180,000 yuan and the G1 at 85,000 yuan, targeting both industrial and educational applications [5][6] Consumer Insights - The acceptance of consumer-level robots is crucial for the industry's transition from technology to market penetration, with mixed feedback observed at the conference regarding the practicality of current robots for household tasks [8] - Innovations in assistive technology and rehabilitation robots were also showcased, indicating a growing focus on enhancing quality of life through robotics [8] Youth Innovation - The conference featured a section dedicated to young entrepreneurs, highlighting innovative AI-driven products that cater to emerging consumer needs, showcasing the potential for fresh ideas in the robotics market [9]

Core Insights - The performance of robots from Zhiyuan and Yushu at the GDPS 2025 marks a significant step towards the commercialization of embodied intelligence robots, with 2025 being viewed as the year of mass production [1] - The current state of the embodied intelligence industry is characterized by a "three hot, three cold" phenomenon, indicating a disparity between technological advancements and practical applications [6] Industry Development - The embodied intelligence industry in China is in its early stages, with a projected market size of 400 billion yuan by 2030 and over 1 trillion yuan by 2035 [3] - Over 100 financing events occurred in the humanoid robot sector in 2025, with total investments exceeding 20 billion yuan, pushing the valuations of leading companies like Zhiyuan close to 20 billion yuan [3] Challenges and Opportunities - The industry faces challenges such as incompatible hardware interfaces and data formats, leading to data silos, despite advancements in technology [6] - There is a pressing need for standardized safety certifications and performance evaluation metrics to build user trust in robotic products [6] Standardization and Collaboration - Industry experts emphasize the necessity of establishing standards to unify efforts and facilitate the growth of the trillion-yuan market [6][7] - A flexible standardization approach is advocated, allowing for both rigid safety protocols and adaptable guidelines for innovation [7] Market Dynamics - The future of the embodied intelligence sector may mirror the trajectory of the autonomous driving industry, with potential for a few dominant players to emerge alongside numerous startups in the supply chain [9] - The industry is expected to see significant investment opportunities in high-barrier core component sectors, while the downstream market may diversify [10] Data and Technology - High-quality, large-scale data is identified as a critical competitive advantage for training embodied intelligence systems [10] - The industry must transition from imitation-based methods to reasoning and planning frameworks, enhancing the capabilities of robots [10]

这是机器人领域的一次创举，此前行业内尚未有类似的玩法。宇树科技尝试去打造类似苹果式的用户生态。 北京时间12月13日，宇树科技推出了全球首个机器人的应用商店，类似苹果的"APP Store"。 这个软件商店，可以让宇树科技的用户，即是已经拥有了宇树科技旗下产品的用户，既可以下载官方发布或者其他用户上传到应用商店的动作算法模型软 件，也可以一键上传分享自己已经开发训练好的动作算法模型软件。 这更是宇树科技尝试去打开用户增长的新引擎，毕竟，目前，宇树科技的用户，多为研究机构和B端，C端的尝鲜者占少部分。 通过应用商店，共享动作模型软件，可以让开发者赚到额外的收益来摊薄开发成本，也可以让后来者省去开发的时间成本和费用。 同时，还试图去打造娱乐化的产品。借此打开用户增长空间。 娱乐或者服务机器人的应用或打开用户增长空间 在公测首发的三大动作：搞笑动作、扭扭舞和李小龙，就是带有娱乐效应的应用。 在官方介绍中，"李小龙"这个程序，就是专为发烧级机器人玩家打造的动作控制APP，通过独家的动力学算法与动作捕捉数据，我们将李小龙（Bruce Lee）经典的截拳道（Jeet Kune Do）动作库无缝移植到您的机器人硬件上。 本 ...

henry 发自 凹非寺 量子位 | 公众号 QbitAI 1米3的机器人小土豆，三步上篮也可以如此丝滑。 别误会，这台宇树G1暂时还不准备参加NBA选秀，但它刚解锁的 "现实世界打篮球" 技能，离上"村BA"首发应该不远了。 据悉，这是全球首个能在真实场景中完成篮球动作的机器人demo，来自香港科技大学的研究团队。 虽然团队还没公开完整的技术细节，但结合他们此前让机器人"打篮球"的工作，这次很可能是在之前研究的基础上，进一步改良而来。 接下来，让我们一窥究竟。 SkillMimic-v2 首先是被收录于 SIGGRAPH 2025 的 SkillMimic-V2: Learning Robust and Generalizable Interaction Skills from Sparse and Noisy Demonstrations 。 当前，通过动作捕捉等方式收集的数据往往存在以下缺陷： 稀疏性 (Sparse)：演示数据仅覆盖了有限的技能变体，缺乏技能之间的过渡轨迹。 不连贯性 (Disconnected)：不同的技能片段是独立的，缺乏自然的连接。 噪声 (Noisy)：数据中包含物理上不可行的 ...

Core Insights - K-Scale Labs, a humanoid robot company, is facing closure due to limited operational funds, with cash reserves around $400,000 [5][6] - The company raised approximately $4 million in seed funding in February 2024, achieving a valuation of $50 million, but failed to secure additional funding [6][10] - The competitive landscape in the robotics industry has intensified, particularly with the emergence of lower-priced robots from Chinese manufacturers [7][12] Funding and Financial Challenges - K-Scale's CEO initially believed raising $10 million to $15 million for continued operations would be straightforward, but efforts were unsuccessful [6][10] - Despite receiving over $200 million in orders for its humanoid robots, the company could not gain the trust of Silicon Valley investors [10][12] - The company produced 10 prototype robots and had over 100 orders, with each robot priced at approximately $15,000, significantly lower than typical market prices [10][12] Industry Trends and Competition - The robotics ecosystem has matured, with significant price reductions in humanoid robots, such as the UTree G1 priced at around $9,900 [7][12] - K-Scale's strategy involved open-source software to attract developers, but competition from other AI companies with similar offerings posed challenges [9][10] - The industry has seen several companies, including Aldebaran and Embodied, face bankruptcy due to financial pressures and commercialization difficulties [13][14] Market Dynamics - The entry barriers for new robotics companies have increased, with substantial funding required to compete effectively [16] - Established companies with high valuations are struggling to attract investment as new entrants with lower valuations gain investor interest [15][16] - The market is undergoing a "淘汰赛" (elimination race), where only companies with differentiated technology or strong backgrounds are likely to survive [16]