｜点评｜ 从燃油车时代与海外车企合资，到新能源车时代中国本土车企崛起，中国汽车产业链正在迈入新的阶段。中国汽车销量登顶，核心动 力是中国自主品牌在国内外的认可度逐渐提升。中国汽车行业内部的极致竞争，迫使企业不断压缩成本，加速产品迭代，以便更加贴合市场时 下流行的需求，传统日系车企则很难做到这一点。 特别是在新能源车领域，中国的"造车新势力"没有燃油车产线转型的负担，专注于新能源车技术研发，逐渐在业内形成了一定的领先优势。不 过，中国车企在销量榜上名列前茅，在利润榜上却相形见绌。全球日益加深的贸易壁垒，也成为中国车企出海时面临的巨大挑战。 空客获得中国82亿美元大单 12月29日，吉祥航空发布公告称，拟与空客签订《飞机购买协议》，吉祥航空拟向空客公司购买25架空客A320系列飞机，经国家批准认可后， 空客将于2028年至2032年分批向吉祥航空交付上述飞机。春秋航空也发布公告称，拟向空客公司购买30架空客A320neo系列飞机，将于2028年 至2032年分批交付。据悉，这55架飞机的目录价格合计约为82亿美元。 空客A320系列客机是国内使用量最大的单通道干线客机之一，也是空客的畅销机型。A320系列飞机的交 ...

12月29日，宇树科技在官方微信账号发文，宣布全国首店将于12月31日在北京双井开业，这也意味着宇树机器人线下商店 要来了。 据悉，这也是京东与宇树科技合作的全国首店。官方信息显示，宇树G1机器人、Go2机器狗等都将进驻线下店。用户可在 店内体验机器人产品后，于门店直接完成购买。门店也支持扫描商品二维码，跳转官方小程序进行自助下单，并选择门店 自提或由京东配送到家。 据宇树科技发布的演示资料，宇树应用商店在架构上集成了"用户广场""动作库""数据集"及"开发者中心"四大核心模块。 其核心逻辑在于"即下即用"：用户无需掌握编程技能，仅通过手机App连接机器人，即可像安装手机应用软件一样，将云 端的复杂运动控制算法一键部署至机器人终端。 11月6日，宇树科技通过官方视频号发布了全身遥操作平台。视频中，在人类遥操作的控制下，宇树的G1机器人能够进行 洗碗、拖地、整理衣物、端水等家务活动。 此前，宇树已在京东线上商城开设官方旗舰店，并上架G1、R1人形机器人，以及Go2机器狗等产品。 此前一天，在参加上海进博会"人形机器人创新发展合作"论坛时，宇树科技创始人王兴兴表示： "我希望在明年或后年， 无论是宇树还是全球其他 ...

Core Insights - The 2025 World Intelligent Manufacturing Conference officially opened in Nanjing, showcasing over 30 top global robot brands, with a focus on advancements in retail supply chains, AI productivity, smart logistics, and industrial digital equipment [1][4]. Group 1: Event Highlights - JD.com presented its self-operated robot rental service, allowing consumers to rent smart humanoid robots and four-legged robotic dogs directly through its platform [3]. - An immersive interactive exhibition area was a highlight, featuring over 80 robot products, including performances by various robots that captivated attendees [5][7]. - Notable products included the JoyInside-enabled Loona robotic dog and the five-in-one AI chess robot from Yuanluobo, which showcased high emotional intelligence in interactions [9]. Group 2: Strategic Initiatives - In August, JD.com launched the "Intelligent Robot Industry Acceleration Plan," committing over 10 billion yuan to help 100 robot brands achieve sales exceeding 1 billion yuan within three years [11]. - The company offers a zero-threshold entry service for partners, facilitating a seamless integration of online and offline sales channels [11][15]. - JD.com aims to provide a comprehensive solution for partners, covering the entire supply chain from components to final products, thereby promoting the integration of robots into everyday life [15][17]. Group 3: Technological Empowerment - The JoyInside brand offers advanced application capabilities, emotional dialogue experiences, and adaptability to various scenarios, with dozens of leading brands already integrated [13][15]. - JD.com has initiated a limited-time free access program to help more robot companies seize growth opportunities [13].

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].

Core Insights - The article discusses the innovative use of robots, specifically the Yush Robot G1, as live-streaming sales hosts on e-commerce platforms, marking a significant exploration of the commercial potential in the robotics sector [1][3] - Yush's strategy focuses on both B2B and B2C markets, with a notable emphasis on expanding its presence in the consumer market through e-commerce [3][10] Group 1: Product Launch and Sales Performance - The Yush G1 robot achieved a sales record of 1.28 million yuan within five minutes during a live-streaming event [3] - Yush has launched its humanoid robots, G1 and H1, on various e-commerce platforms, with prices set at 99,000 yuan and 650,000 yuan respectively [3][4] - The company aims to penetrate the consumer market by leveraging high-profile live-streaming events with influencers like Li Jiaqi and Luo Yonghao [3][10] Group 2: Market Position and Customer Base - Yush is recognized as a leading player in the embodied intelligence sector, with a projected sales volume of 23,700 units for its robotic dogs in 2024, capturing approximately 69.75% of the global market share [4][9] - The majority of Yush's customers are from the B2B sector, including universities and research institutions, with over 30 universities having purchased their products [7][10] - The company has also expanded its customer base to include sectors like tourism, with notable clients such as Marina Bay Sands in Singapore and Dubai Airport [8][9] Group 3: Challenges in Commercialization - Despite the growth in B2B sales, the consumer market remains challenging due to high prices and limited application scenarios for robots [10][15] - Investment in the embodied intelligence sector has surged, but concerns about the clarity of commercialization and high cash burn rates persist [11][12] - The article highlights the need for robots to become more accessible to the average consumer, similar to the trajectory of drones and smartphones, which requires significant advancements in technology and reductions in pricing [15][19]

Group 1 - The 2025 Zhongguancun Forum showcased the prevalence of robots, with various demonstrations including robots performing tasks like calligraphy, coffee making, and providing medical consultations [2] - The interest in embodied intelligence has increased, with more industry players seeking collaboration for practical applications, as noted by the co-founder of Dongyi Technology [2] - Beijing's action plan for embodied intelligence aims to foster innovation and industry development, with approximately 2400 AI-related companies in the city, accounting for about 40% of the national total [3] Group 2 - The forum highlighted Beijing's investment in the embodied intelligence sector, featuring various robots such as the Go2 robotic dog and the "Nia" welcoming robot [5] - Beijing is working to establish itself as a global hub for AI, focusing on enhancing computing power, investment, talent, and infrastructure [5] - The Haidian District has launched a technology growth fund with a total scale of 20 billion yuan to accelerate technology transformation and industry implementation [6]