日前，在山东青岛市人形机器人数据采集训练场，人形机器人在学习整理文具。张进刚摄（人民视觉） 在浙江省嘉兴市科技馆，小朋友在"新质生产力·未来新引擎"科普主题展上与人形机器人和机器狗互 动。金鹏摄（新华社发） 岁末年初，各类商业演出、企业年会、文旅活动现场，出现了不少人形机器人的身影。这些机器人今天 在这里迎宾接待，明天到那里表演节目，忙着"打零工"。 随着多个机器人短租平台上线，人形机器人"零工经济"从探索阶段进入规模化应用新阶段。在业内人士 看来，机器人短租模式不仅降低了使用门槛、拓宽了应用场景，也在反向推动产品优化、服务标准化与 产业链完善，并催生一系列新的发展趋势。 在智元机器人与飞阔科技近期联合推出的"擎天租"平台上，公司年会场景提供3台机器人和2台机器狗用 于迎宾签到、主持、节目表演，价格为1.33万元/天。生日贺岁场景提供2台机器人和1台机器狗用于迎 宾、唱歌、跳舞等，价格为2500元/天。此外，还有商场促销、体育竞技、企业展会、演唱会、文旅服 务等多种场景。 智元机器人有关负责人介绍说，目前，平台上的机器人主要提供以情绪价值和互动体验为核心的服务， 例如迎宾导览、舞蹈表演、语音交互、活动互动及简 ...

Core Insights - Qingtian Rental has successfully completed seed round financing, led by Hillhouse Ventures, with participation from several other investors, aiming to expand its market presence and enhance its technology and service systems in the Robot as a Service (RaaS) sector [3][6] - The platform has achieved significant user engagement, with over 200,000 registered users and an average of more than 200 rental orders per day within three weeks of launch, indicating a strong growth trajectory [4][6] - Qingtian Rental's innovative model transforms high-cost robotic products into on-demand, standardized service capabilities, addressing the industry's challenges of high application costs and fragmented service chains [3][4] Company Strategy and Leadership - The leadership team includes experienced professionals from various sectors, with a clear "1234 strategy" aimed at connecting with over 10 robot manufacturers, developing 200 premium service providers, gathering 3,000 content creators, and serving 400,000 rental customers by 2026 [6][8] - The CEO emphasizes the importance of not just being a time leader but also taking responsibility for industry standards and ecological impact, aiming to drive the large-scale application of robots [6][8] Industry Context and Challenges - The robotics industry is transitioning from technology validation to commercial implementation, with the main challenge being the reduction of usage barriers and improvement of delivery efficiency [7][8] - Qingtian Rental's platform approach is seen as a solution to the "last mile" problem in robot commercialization, facilitating the integration of robots into real-world business environments [6][8] - The focus on high-frequency interaction and strong experiential attributes in sectors like offline consumption and tourism is identified as a key area for the scalable deployment of robotic services [8][9]

与此同时，市场上基本形成较为稳定的租赁模式。在租赁方式上，行业内普遍采用"机器人+操作工程 师"的租赁方式，每台机器人通常配备一名全程服务的专业工程师。在物流配送上，擎天租平台通过与 货拉拉等合作，构建了覆盖全国核心城市的物流网络，确保高效配送。在技术响应上，该平台建立了线 上指引与线下支持相结合的模式，客户可通过平台获取操作指南，平台还在重点区域配备了服务团队或 合作服务商，可为客户提供快速的使用支持与故障响应。 岁末年初，各类商业演出、企业年会、文旅活动现场，出现了不少人形机器人的身影。这些机器人今天 在这里迎宾接待，明天到那里表演节目，忙着"打零工"。 随着多个机器人短租平台上线，人形机器人"零工经济"从探索阶段进入规模化应用新阶段。在业内人士 看来，机器人短租模式不仅降低了使用门槛、拓宽了应用场景，也在反向推动产品优化、服务标准化与 产业链完善，并催生一系列新的发展趋势。 短租需求增长、价格下调 租一个人形机器人，怎么租？多少钱？可以干些什么工作？ 在智元机器人与飞阔科技近期联合推出的"擎天租"平台上，公司年会场景提供3台机器人和2台机器狗用 于迎宾签到、主持、节目表演，价格为1.33万元/天。生日贺 ...

岁末年初，各类商业演出、企业年会、文旅活动现场，出现了不少人形机器人的身影。这些机器人今天 在这里迎宾接待，明天到那里表演节目，忙着"打零工"。 随着多个机器人短租平台上线，人形机器人"零工经济"从探索阶段进入规模化应用新阶段。在业内人士 看来，机器人短租模式不仅降低了使用门槛、拓宽了应用场景，也在反向推动产品优化、服务标准化与 产业链完善，并催生一系列新的发展趋势。 短租需求增长、价格下调 租一个人形机器人，怎么租？多少钱？可以干些什么工作？ 上海龙希文化有限公司总经理惠建中表示："从实际业务情况看，目前市场上超过95%的机器人需求来 自短期租赁，主要集中在公司年会、商业活动和文旅场景。很多客户并非需要长期拥有机器人，而是希 望在关键节点、重要活动中用机器人提升现场效果和传播影响力。" 哪个型号的机器人在短租市场受欢迎？据了解，"灵犀X2"这类兼具表演互动能力和科技感的人形机器 人市场需求显著。从市场反馈看，市场租赁单日价格在数千元级别的中高端机型，因功能完善、展示效 果突出，更受商业客户青睐。 在智元机器人与飞阔科技近期联合推出的"擎天租"平台上，公司年会场景提供3台机器人和2台机器狗用 于迎宾签到、主持 ...

Core Viewpoint - The rental prices for robots are decreasing significantly, moving from previously high levels to more rational pricing, indicating a growing accessibility in the market [1] Group 1: Market Trends - During the New Year period of 2026, robots are increasingly featured in various events and performances [1] - The rental prices for various types of robots, including humanoid robots, robotic dogs, and exoskeletons, have shown a notable decline [1] Group 2: Platform Development - The first open robot rental platform, "Qingtian Rent," was launched on December 22, 2025, in Shanghai [1] - The platform currently covers 50 major cities and over 600 service providers, with rental prices ranging from 200 yuan to over 10,000 yuan [1] - It is expected that by 2026, the rental services will expand to over 200 cities nationwide [1]

Core Viewpoint - The demand for robot rental services is rapidly increasing, as evidenced by the recent performance of robots at public events, leading to the launch of the "Qingtian Rental" platform by Zhiyuan Robotics, which aims to establish a comprehensive ecosystem for robot rentals by 2026 [2][3][4]. Group 1: Market Overview - The robot rental market is still in its early stages but is expected to experience significant growth in the next two years, with a market size projected to exceed 10 billion yuan this year and potentially reach 100 billion yuan next year [3][4]. - The current demand in the robot rental market is driven by novelty and interest, with an estimated annual demand of around 8 billion yuan, indicating a trend towards commercialization and platform integration [4][5]. Group 2: Company Strategy - Zhiyuan Robotics aims to create an open third-party rental platform that welcomes various robot manufacturers, with a target of onboarding over 10 manufacturers by next year [6][7]. - The "Qingtian Rental" platform not only facilitates rentals but also offers customization and collaborative services, enhancing the overall rental experience [6][7]. Group 3: Challenges and Opportunities - The main challenges for the rental platform include competition among different robot brands, compatibility issues, and the need for standardized services and pricing mechanisms [7][9]. - Despite these challenges, the Robot as a Service (RaaS) model is seen as a key driver for market expansion, allowing for lower entry barriers and catering to temporary needs and small to medium enterprises [9].

Core Insights - The "Qingtian Rental" platform, the first open robot rental platform in China, was officially launched at the National Robot Rental Ecological Summit on December 22, 2025, in Shanghai [1] - The platform aims to provide a one-stop service for users needing robot rentals, allowing channel merchants to manage orders and creators to innovate content through the "Lingchuang" platform [1] Group 1: Market Overview - The robot rental market has surpassed 1 billion yuan this year, with predictions of reaching no less than 10 billion yuan next year due to platform-driven operations [9] - The market experienced a "roller coaster" trend in 2025, with rental prices peaking at 20,000 yuan per day for a robot, but later dropping to 3,000 yuan with low demand [11] Group 2: Challenges and Opportunities - The rapid iteration of robot technology poses a risk of quick obsolescence, as new models with better performance can replace current products, leading to depreciation [13] - High prices of humanoid robots remain a barrier to widespread adoption, with current models priced between 99,000 yuan and 650,000 yuan [13] Group 3: Platform Strategy - The "Qingtian Rental" platform aims to address industry pain points such as fragmented supply and demand information, and long maintenance cycles, by providing a neutral, third-party rental service [16] - The platform plans to expand to 50 key cities within a week and over 200 cities by the Spring Festival of 2026, with a goal of deploying over 2,000 devices and partnering with over 600 service partners [16] Group 4: Future Projections - The market's growth is expected to be driven by three key variables: a significant increase in supply, the platform's ability to convert novelty demand into regular usage, and high transaction values in rental scenarios [17] - The industrial sector is viewed as a critical area for realizing the true productivity value of robots, with rental solutions offering flexible, low-cost labor alternatives for small and medium-sized enterprises [21] Group 5: Technological Development - The company aims to focus on "operational intelligence" as a core technological breakthrough, with plans to pilot in simple factory scenarios by 2026 and achieve large-scale operations by 2027-2028 [23] - The transition from entertainment to practical applications in industrial settings will depend on advancements in operational intelligence and the maturity of the ecosystem in terms of standardization and cost control [24]

Core Viewpoint - The launch of the "Qingtian Rental" platform marks a significant step towards organized and platform-based operations in the humanoid robot rental industry, transitioning from a fragmented and spontaneous state to a more structured approach [1][20]. Group 1: Market Overview - The robot rental market has surpassed 1 billion yuan this year, with expectations to reach no less than 10 billion yuan in the next year due to platform-driven operations [8][15]. - The market experienced a volatile trend in 2025, initially booming due to high demand, but later facing a sharp decline in rental prices, with daily rental fees dropping from 20,000 yuan to 3,000 yuan [10][11]. Group 2: Platform Features and Expansion Plans - The "Qingtian Rental" platform aims to cover 50 core cities within a week and expand to over 200 cities by the Spring Festival of 2026, with plans to deploy over 2,000 devices and partner with over 600 service providers [8][14]. - The platform is designed to simplify processes and address industry pain points, such as fragmented supply and demand information, by providing a neutral third-party rental service [14][15]. Group 3: Key Factors for Market Growth - Three critical variables are identified for the anticipated market growth: 1. A significant increase in supply as manufacturers ramp up production [15]. 2. The platform's ability to convert initial curiosity into habitual usage, similar to early ride-hailing platforms [15]. 3. High average transaction values in current rental scenarios, such as corporate events, which support the projected market size [15][16]. Group 4: Challenges and Future Directions - The industry faces challenges in transitioning from entertainment applications to industrial applications, where reliability and complex operations are crucial [20][21]. - The development of "operational intelligence" is highlighted as a core technological breakthrough needed for robots to perform tasks in industrial settings, with pilot projects planned for 2026 [19][21].

Group 1 - The "Qingtian Rental" platform, the first open robot rental platform in China, was officially launched, aiming to transform robot usage scenarios into a convenient rental model similar to shared power banks, addressing high operational costs, complex cooperation chains, and severe content homogenization in the current robot rental market [1] - The robot rental market has surpassed 1 billion yuan this year, with expectations to reach no less than 10 billion yuan next year as the market trends towards centralization and standardization, with applications diversifying and user adoption shifting from novelty to regular use [2] - The "Qingtian Rental" platform has established rental nodes in 50 core cities, with over 600 service providers and more than 1,000 devices, aiming to penetrate over 200 cities by 2026 [3] Group 2 - The platform includes various stakeholders such as users, rental companies, content developers, and equipment manufacturers, promoting a "Robot as a Service" (RaaS) model that is expected to become mainstream in the industry [1][2] - Rental scenarios available on the platform include company annual meetings, exhibitions, concerts, retail stores, and promotional events, with daily rental prices ranging from 200 yuan to 5,000 yuan depending on the product and rental duration [2] - The strategic plan for "Qingtian Rental" includes achieving over 10 equipment manufacturers, more than 200 premium service rental companies, and over 3,000 content creators by 2026 [3]

Market Strategy - The index level continues to rebound, while individual stocks generally adjust [4][6] - The overall market shows a "two-eight" differentiation, with large and mid-cap stocks performing better, while small and micro-cap stocks lag behind [6][9] - The lithium battery industry chain shows strong performance, driven by demand from energy storage [7][8] Industry Dynamics - The National Organization for High-Value Medical Consumables has initiated centralized procurement for drug-coated balloon catheters and urological intervention medical consumables [25][26] - The Hami Rich Oil Coal Research Institute's pilot base has officially opened, marking a significant step towards the green and high-value development of local coal resources [28][29][30] - The solid-state battery developed by Ionic Energy has passed national standard testing, showcasing advanced technology with a wide operational temperature range and fast charging capabilities [32][33] - Galaxy General Robotics has secured an order for 1,000 robots, indicating strong demand in the industrial precision manufacturing sector [34][35] - Zhiyuan Robotics has launched the "Qingtian Rental" platform, aiming to create a rental and sales marketing system for robots [36][37] Company Tracking - Yihuilong has obtained medical device registration certificates for two products, enhancing its product portfolio in the medical field [38][39] - Haizike has received acceptance for an IND application for a new indication of its innovative drug HSK46575, indicating progress in its clinical research [40][41] - Baiyang Co., Ltd. has received a government subsidy of approximately 2.0165 million yuan, which is expected to positively impact its future performance [42][43] - Yongda Co., Ltd. has won a procurement project with a total amount of approximately 350 million yuan, which is anticipated to enhance its operational performance [44]