—————————————— 1. 消息称荣耀将推出首款人形机器人。 【东北计算机】20260223 【消息称荣耀将推出首款人形机器人】 （来源：IT之家） 2. 宇树G1机器人天坛祈福集群演示。 （来源：DoNews） 3. 彭博：机器人再度成为中国春晚焦点 点燃市场科技投资热情 速腾聚创等股票马年首个交易日逆市上扬。 （来源：格隆汇） 4. 法拉第未 【东北计算机】20260223 【消息称荣耀将推出首款人形机器人】 （来源：IT之家） （来源：IT之家） —————————————— 1. 消息称荣耀将推出首款人形机器人。 （来源：IT之家） 2. 宇树G1机器人天坛祈福集群演示。 （来源：DoNews） 3. 彭博：机器人再度成为中国春晚焦点 点燃市场科技投资热情 速腾聚创等股票马年首个交易日逆市上扬。 （来源：格隆汇） 4. 法拉第未来EAI机器人官宣下周开启首批交付。 5. 现代汽车集团将斥资 10 万亿韩元开发人工智能、氢能、机器人。 ...

文/北京青年报记者 武文娟 摄影/北京青年报记者 武文娟 转自：北京青年报客户端 2月21日（正月初五），通州区运河西岸"马上有福"京津冀文化市集精彩持续。 2026马年央视春晚同款宇树G1机器人空降现场与观众互动，"国民闺女"孙楚泊亮相，以婉转悠扬的笛 箫旋律、娴熟精湛的演奏技艺，为现场观众送上最真挚的新春祝福……"马上有福"京津冀文化市集自腊 月二十八启幕以来，依托大运河文化纽带，深度融合京津冀三地特色，打造"享口福、饱眼福、悦耳 福、润心福"四大沉浸式体验板块，吸引了大批市民游客前来打卡，已成为通州春节期间的热门文旅地 标，持续为副中心文旅消费注入活力。 编辑/汪浩舟 责任编辑：姜泽菲(EK010) ...

节目播出后，其市场热度迅速攀升，京东平台机器人搜索量环比暴涨300%，订单量上涨150%。目前该 款机器人售价为8.5万元，已进入家庭、文旅等多个应用场景。 宇树科技已是第三次登上春晚舞台，此次表演展现了其毫米级动作精度与复杂地形自适应能力。伴随春 晚效应，人形机器人行业加速商业化进程，预计2026年将成为"人形机器人商业化元年"。同时，中国存 续的人形机器人相关企业已达870家。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：2月20日据报道，2026年央视马年春晚成为"机器人含量"最高的一届，多家人形机器人企业 展示了超200台机器人，参与12个节目，其中宇树科技G1人形机器人以武术翻腾、集群跑酷等高难度动 作引发广泛关注。 ...

消息面上，2026年马年央视春晚，是"机器人含量"最高的一届。宇树科技等多家机器人公司纷纷亮相。 值得一提的是，宇树两款人形机器人全部搭载了禾赛JT128激光雷达，几十台宇树G1机器人与一台H2机 器人一同在台上秀出"赛博真功夫"。据悉，作为当前搭载具身智能机器人最畅销的迷你型 360°激光雷 达，禾赛 JT 系列激光雷达累计交付量已突破20万颗，成功应用于多款具身智能机器人产品。 智通财经APP获悉，禾赛-W(02525)高开逾5%，截至发稿，涨5.05%，报212港元，成交额1077.81万港 元。 ...

【#春晚武BOT宇树同款机器人开卖#，宇树王兴兴说今年出货量目标定在1–2万台】央视春晚《武 BOT》同款机器人宇树G1已在淘宝宇树官方旗舰店上架，售价85000元，记者搜索时显示已售5台。今 年被业内看作人形机器人量产元年，从去年几千台的规模，今年有望直接冲上数万台。宇树科技CEO王 兴兴接受北京广播电视台记者专访时也直言，今年全球人形机器人出货量至少几万台，自家目标就定在 1–2万台。他认为，人形机器人爆发的核心密码就是技术——去年技术飞速迭代，直接带火了市场；今 年只要技术继续突破，行业高增长就完全可期，反之增长也会承压。#北京机器人悄悄进化##宇树科技 CEO回应春晚款机器人# （来源：千龙网） ...

Core Insights - The 2026 Spring Festival Gala showcased over 200 humanoid robots, marking a significant technological milestone and igniting consumer and capital enthusiasm in the robotics sector [1][6][12] - The event led to a surge in robot-related searches and orders, with a 300% increase in search volume and a 150% rise in orders on platforms like JD.com within two hours of the gala [2][6][12] - The participation of multiple leading robotics companies in the gala is seen as a pivotal moment for the commercialization of humanoid robots in China, with significant implications for brand recognition and market penetration [10][13][16] Industry Trends - The Spring Festival Gala served as a platform for major robotics companies, including Yushutech, Songyan Power, and Magic Atom, to demonstrate their technological advancements and engage with a broad audience [9][10][13] - The event highlighted a shift in the robotics industry from mere technical feasibility to mass production and market competitiveness, indicating a maturation of the sector [9][12][16] - The robotics market is projected to see a demand of 30,000 humanoid robots globally by 2026, with Chinese companies expected to capture a significant share of this market [16][17] Company Developments - Yushutech is positioned as a frontrunner in the IPO race, having completed its IPO counseling in November 2025, and is likely to become the first humanoid robot company listed on the A-share market [13] - Songyan Power and Galaxy General have also made strides towards public offerings, with significant funding and market strategies aimed at increasing their visibility and competitiveness [13][16] - The Spring Festival Gala has been described as a "public listing roadshow" for these companies, emphasizing their technological capabilities and market readiness [13][16] Consumer Engagement - The immediate consumer response to the gala was overwhelming, with high-value robots being sold out within minutes, indicating a strong market demand and consumer interest in humanoid robotics [2][6][12] - The event has broken the traditional concentration of technology consumption in first-tier cities, with orders now reaching over a hundred cities, including lower-tier markets [6][12] - The robots showcased at the gala are not only seen as entertainment but also as potential companions and service providers, reflecting a broader acceptance of robotics in everyday life [9][18]

Group 1 - Meta Platforms is expanding its partnership with NVIDIA by purchasing billions of dollars worth of chips and hardware to enhance its AI capabilities, planning to use millions of NVIDIA Blackwell and Rubin GPUs, as well as Grace and Vera CPUs for data center construction [2] - This collaboration is part of Meta's initiative to rapidly scale its AI data center infrastructure, with NVIDIA assisting in improving WhatsApp's services and jointly designing Meta's next-generation AI models [2] Group 2 - Yushun Technology showcased two humanoid robots equipped with Hesai's JT128 LiDAR at the Spring Festival Gala, highlighting the collaboration between Yushun's AI positioning algorithms and Hesai's LiDAR technology [3] - Hesai's JT series LiDAR has delivered over 200,000 units and is currently the best-selling mini 360° LiDAR for humanoid robots [3] Group 3 - Apple is accelerating the development of three new wearable devices, including smart glasses and a pendant, as part of its strategy to transition to AI-driven hardware, with a focus on integrating Siri digital assistant functionalities [3] - Each device will connect with Apple's iPhone and utilize a diverse camera system to enhance user interaction [3] Group 4 - Tesla is recruiting AI chip design engineers in South Korea, as announced by CEO Elon Musk, indicating the company's focus on expanding its AI capabilities in the region [4]

格隆汇2月17日｜禾赛美股盘初一度大涨超9%，报28.21美元。消息面上，宇树科技登陆马年春晚舞 台。据悉，宇树两款人形机器人全部搭载了禾赛JT128激光雷达，几十台宇树G1机器人与一台H2机器人 一同在台上秀出"赛博真功夫"，几十颗禾赛激光雷达与其同台闪耀，科技感十足。几十台人形机器人实 时协同、超低同步延迟，背后是宇树科技自研AI融合定位算法与禾赛JT激光雷达的联手。作为当前搭 载具身智能机器人最畅销的迷你型360°激光雷达，禾赛JT系列激光雷达累计交付量已突破20万颗，成功 应用于多款具身智能机器人产品。 ...

Group 1 - The core event featured humanoid robots from Yushu Technology, showcasing their capabilities on the stage of the Spring Festival Gala, equipped with Hesai's JT128 LiDAR technology [1] - The performance included synchronized movements of multiple robots, demonstrating advanced coordination and precision, with the ability to perform complex actions like flips and martial arts [5][7] - The collaboration between Yushu Technology's AI algorithms and Hesai's LiDAR technology effectively addressed motion error accumulation, ensuring seamless execution of the performance [9] Group 2 - Hesai Technology's JT series LiDAR has achieved cumulative deliveries exceeding 200,000 units, becoming a popular choice for humanoid robots and facilitating their transition from laboratories to households [13] - Hesai Technology is recognized as a leader in three-dimensional perception technology, driving advancements in robotics, autonomous driving, and smart industries, while also contributing to the foundational infrastructure of physical AI [17] - The integration of LiDAR technology is becoming a standard safety feature in vehicles and is igniting the next wave of physical AI innovations, with Hesai Technology committed to partnering with firms like Yushu Technology for future developments [17]

这算是人形机器人规模化"务工"的第二年。 从蛇年春晚扭秧歌，到后来广泛参加开业庆典、商场表演，演唱会上后空翻，人形机器人成为过去一年"最忙打工 人"。时间来到年末，企业年会、文旅活动里，机器人的身影也日益增多，成为新年味里的科技元素。 临近马年春节时，机器人公司和租赁平台也一同造势，各种机器人身穿红衣拜年，机器狗装扮成狮子做醒狮表演的视 频传播，大家期待挖掘这个春节拜年、求婚、庆祝等场景里的新需求。 01 机器人，年末抢市场 年末岁尾，各类企业年会密集举办，与往年的小品、合唱、抽奖"老三样"不同，今年不少企业选择租人形机器人在年 会上表演。 无论是舞台表演、节目主持，还是互动暖场、迎宾签到，机器人的加入给年会带去了一些科技感和话题性，不少员工 会主动拍摄机器人相关画面在社交平台分享。 "现在企业年会租机器人的需求很明确，这部分订单在春节档里占比不低。"元智天弈创始人、"阿飞与机器人"全平台 IP运营人宋宇飞表示，对比几年前，年会的核心诉求已经从"图热闹图开心"转向企业形象的塑造，人形机器人恰好契 合了这种变化。 租个人形机器人来年会表演，不仅解放了一部分被迫上台社死的员工，也让公司迎合上了"科技赋能"的时代主 ...