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。 ...

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]

Core Viewpoint - Hesai Technology's JT series LiDAR has achieved cumulative deliveries exceeding 200,000 units, marking a significant milestone in the field of robotics and AI infrastructure [11]. Group 1: Product Performance - The humanoid robots from Yushu Technology showcased at the Spring Festival Gala utilized Hesai's JT128 LiDAR, demonstrating impressive capabilities such as flips, martial arts, and synchronized movements [5][8]. - The collaboration between Yushu Technology's AI fusion positioning algorithm and Hesai's JT LiDAR effectively addresses motion error accumulation in long sequence performances, ensuring precise and synchronized actions [5]. Group 2: Market Impact - Hesai's JT series LiDAR is currently the best-selling mini 360° LiDAR for embodied intelligent robots, facilitating the transition of robotic technology from laboratories to households [11]. - As a leader in three-dimensional perception technology, Hesai Technology is accelerating advancements in robotics, autonomous driving, and smart industries, positioning itself as a key builder of physical AI infrastructure [12]. Group 3: Future Outlook - LiDAR technology is becoming a standard safety feature in vehicles and is igniting the next wave of physical AI innovation. Hesai Technology aims to continue its partnership with Yushu Technology and other strong allies to embrace a vibrant future in intelligence [13].

Core Viewpoint - The 2026 CCTV Spring Festival Gala showcased a significant advancement in humanoid robotics, with multiple companies demonstrating their technological capabilities, marking a shift in public perception of robots from cold machines to engaging companions [1][22]. Group 1: Industry Showcase - The presence of four companies—Yush Robot, Songyan Power, Magic Atom, and Galaxy General—at the Spring Festival Gala indicates a leap in China's humanoid robot capabilities compared to the previous year when only Yush Robot participated [1][22]. - The event served as a public demonstration of technological achievements in robotics, breaking stereotypes and fostering potential user interest in the industry [1][22]. Group 2: Technical Achievements - Songyan Power's humanoid robots performed in a skit, marking the first time humanoid robots participated in a language-based performance on the Spring Gala stage, showcasing their advanced motion control and emotional engagement capabilities [2][3][8]. - Yush Robot's performance included high-difficulty martial arts movements, demonstrating their robots' agility and precision, with the G1 robots executing complex maneuvers like flips and jumps [9][10][12]. - Magic Atom's robots exhibited real-time coordination and synchronization with human performers, highlighting their advanced motion control and collaborative capabilities [13][15]. Group 3: Commercial Implications - The Spring Festival Gala acts as a "super roadshow" for robot companies, enhancing their public visibility and potentially aiding in their IPO processes, with Yush Robot and Magic Atom already signaling intentions for public offerings [22][23]. - Galaxy General's robots demonstrated practical applications in everyday tasks, showcasing their "embodied large model" technology, which emphasizes autonomous decision-making and efficient collaboration in various scenarios [20][21]. Group 4: Future Industry Trends - The competition in the humanoid robotics industry is expected to shift from "body control" to a "brain competition," where the ability to process data and perform multiple tasks will become a critical barrier to entry for large-scale deployment [22][23]. - The Spring Festival Gala's exposure is anticipated to accelerate industry differentiation, with leading companies gaining advantages in valuation, financing, and technology, while newer entrants may face increased challenges [22][23].