Core Viewpoint - The article discusses the contrasting dynamics in the robotics industry, highlighting the significant investment interest in companies like Yushutech, despite a general skepticism about the commercialization of robotics technology [1][3][21]. Financing and Investment - Yushutech recently completed a Series C financing round, attracting major investors such as China Mobile, Geely, Tencent, Ant Group, and Alibaba, with total funding exceeding 1 billion yuan and a valuation around 10 billion yuan [1][2]. - The company has successfully raised over 1 billion yuan in multiple financing rounds, indicating strong investor confidence despite some investors expressing concerns about the lack of commercial viability in the robotics sector [1][2]. Market Position and Product Offerings - Yushutech's robotic products include quadruped robots and humanoid robots, with the quadruped robots achieving a global sales volume of approximately 23,700 units in 2023, capturing a market share of 69.75% [14]. - The humanoid robots, particularly the H1 model, gained significant public attention after appearing on the Spring Festival Gala, although they are not yet available for retail [3][14]. Technological Development and Challenges - Yushutech is focusing on enhancing the movement and stability of its robots, with a current emphasis on hardware performance rather than AI-driven automation [4][21]. - The company holds 161 patents, primarily related to hardware design and motion control, but has only released two patents in 2025, both related to dance performance methods, indicating a limited focus on AI applications [11][12]. Competitive Landscape - The robotics market is becoming increasingly competitive, with new entrants like ZhiYuan Robotics launching AI-driven models that offer advanced capabilities such as autonomous actions and natural language processing [13][20]. - Yushutech faces challenges in expanding its product applications beyond entertainment and demonstration, as consumer expectations evolve towards more functional uses of robots [20][21]. Future Outlook - The robotics industry is projected to grow significantly, with estimates suggesting the market could reach $108 billion by 2028, driven by advancements in AI technology [21]. - Yushutech's future growth may depend on its ability to innovate and adapt to market demands, particularly in developing robots that can perform practical tasks beyond entertainment [21].

你敢信，现在机器人都能当带货主播了？ 前几天，宇树G1机器人在淘宝"交个朋友"直播间与罗永浩合作带货，而它带货的产品正是"同门师弟"宇树Go2机器狗，售价为9997元起。 交个朋友直播间 宇树G1机器人讲品，宇树Go2机器狗在旁边展示握手、拜年、跳跃等动作，场面一度非常热烈，创下5分钟内销售额128万元的纪录。 今年2月，宇树G1与H1两款人形机器人上线京东，G1售价9.9万元，预计45天交货；H1售价65万元，预计60天交货。 3月，宇树入驻速卖通开设官方旗舰店，上线G1和H1两款人形机器人，海外版G1起售价1.6万美元（约合人民币11.6万元）。 以及连续登上李佳琦和罗永浩的直播间，这些都是宇树借助电商赛道，来冲击C端市场。 作为具身智能赛道里的头号玩家，宇树是机器人企业里商业化进展最好的一个，但它的客户也绝大多数来源于B端。 高工机器人产业研究所数据显示，2024年宇树机器狗年销量高达2.37万台，约占全球市场69.75%的份额。 除了机器狗之外，在2024年，宇树实现人形机器人交付量突破1500台，创全球纪录。 在罗永浩之前，宇树G1和Go2还在3月7日亮相李佳琦直播间，与李佳琦互动交流，表演后空翻、 ...

在2025中关村论坛年会上，机器人的身影几乎无处不在。 一场论坛上，一位院士在上台演讲前和机器人握了握手并摸了摸它的头。在嘉宾演讲的间隙，机器人还上场来了段串场表演，跟随着《红高粱模特队》的插 曲扭动起来，尽管动作略显笨拙，但不妨碍在场观众纷纷掏出手机记录。场外，有接待机器人手拿摇铃提醒嘉宾演讲开始，还有各种各样的人形机器人在现 场写书法、冲咖啡、秀茶艺、提供问诊服务。 三期中关村科学城科技成长基金总规模达200亿元，通过资本注入加速技术转化和产业落地。 对于近期具身智能赛道的热度，动易科技联合创始人毛书翰对记者表示，去年，上下游产业方对具身这一概念还没有那么熟悉。春节后，行业几家公司陆续 发布相关进展，越来越多的行业与产业方希望与我们进行产业落地合作探讨。 另外在技术侧，毛书翰表示，多元化理念的运动行为目前在行业内成为较大突破；软件层面，行业已看到大模型技术在人形机器人上的广阔应用前景。硬件 层面，具备全栈硬件自研能力的企业将具备更多的发展上限和行业话语权。 今年2月，北京发布《北京具身智能科技创新与产业培育行动计划（2025-2027年）》，据北京市科学技术委员会、中关村科技园区管理委员会副主任刘卫华 介 ...