Core Viewpoint - The company Zhiyuan will showcase a full range of products at CES, highlighting advancements in interactive and motion intelligence technology [1] Group 1: Product Showcase - Zhiyuan will present its entire product lineup, including group control dance systems and various interactive/motion intelligence devices [1] - Featured products include the Zhiyuan Expedition A2, Zhiyuan Lingxi X2, Zhiyuan Spirit G2, Zhiyuan D1 series, and the Agile Hand [1]

12月30日，蓝思科技（300433.SZ）机器人业务传出新进展，蓝思智能永安新园区启用后首批整机组装 机器人正式量产交付，此次交付机器人超600台。 蓝思科技相关人士表示，此次交付标志着蓝思科技已完成了从消费电子精密制造向机器人规模制造的产 能平移。 在此前的11月20日投资者交流会上，蓝思科技高管曾披露，公司的机器人产品涵盖机器人整机、核心关 节模组、灵巧手、铝镁合金/液态金属结构件等，主要客户已切入北美及国内多家头部机器人企业的供 应链，关节模组、灵巧手、结构件已批量交付，人形机器人、四足机器、人整机组装规模位居行业前 列。 机器人产能布局方面，蓝思科技将形成以长沙为核心、东南亚（越南、泰国）为支撑的机器人全球制造 布局，其中海外产能重点服务北美市场。 （文章来源：中国经营报） 《中国经营报》记者从知情人士处获悉，此次交付的600台整机组装机器人核心机型为智元灵犀X2。 截至此次交付，蓝思科技全年人形机器人出货超3000 台，四足机器狗出货突破1万台。 蓝思科技方面表示，规模化交付得益于浏阳永安基地新增产能的释放和自动化产线逐步投产。该基地设 计年产能可达1万台/套大型自动化设备及50万台具身智能机器人 ...

Core Viewpoint - The article highlights the emergence of humanoid robots in the entertainment industry, showcasing their capabilities and the growing market for robot rentals, particularly in commercial performances and events [5][30]. Group 1: Humanoid Robots in Entertainment - On December 18, humanoid robots performed alongside singer Wang Lihong at his concert in Chengdu, demonstrating advanced dance moves, including a difficult flip [7][10]. - The G1 robot, produced by Yushun, is set to launch in May 2024 with a starting price of 99,000 yuan, standing 132 cm tall and weighing approximately 35 kg [14][19]. - The G1 robot has impressive specifications, including a maximum joint torque of 120 N·m and the ability to run at speeds exceeding 2 m/s, showcasing its agility and versatility [16][17]. Group 2: Market Growth and Opportunities - The rental market for humanoid robots is expected to experience explosive growth after the 2025 Spring Festival, with many rental companies emerging across the country [30]. - According to YHResearch, the global revenue from smart robot rentals is projected to reach approximately 11.22 billion yuan in 2024, with an expected increase to nearly 17.12 billion yuan by 2031, reflecting a compound annual growth rate of 6.1% from 2025 to 2031 [31]. - The majority of rental services will focus on commercial applications, such as performances and event hosting, making humanoid robots a valuable marketing tool for companies [31]. Group 3: Technical Challenges and Future Prospects - Current performances by humanoid robots often rely on pre-programmed routines, indicating a gap between their physical capabilities and practical applications [33]. - The operation of these robots typically requires 1-2 technical personnel on-site to ensure smooth performance, highlighting the need for ongoing technical support [34]. - The industry is evolving rapidly, with expectations for humanoid robots to develop more sophisticated capabilities in the future, as evidenced by the interest from notable figures like Elon Musk [35].

Group 1 - The performance of humanoid robots at Wang Leehom's concert in Chengdu has gained significant attention, with over 40 million views online, showcasing the potential for robots in entertainment [1][5] - The G1 robot, developed by Unitree, features advanced capabilities such as a maximum joint torque of 120 N·m and can perform complex movements, including a backflip [1][2] - The G1 robot is set to retail at 99,000 yuan and has a height of approximately 132 cm and a weight of around 35 kg, demonstrating its compact yet powerful design [1][2] Group 2 - The humanoid robot rental market is experiencing rapid growth, with a projected global rental income of approximately 11.22 billion yuan in 2024, expected to reach 17.12 billion yuan by 2031, indicating a compound annual growth rate of 6.1% [7] - The majority of the rental market is driven by commercial service robots, which account for 65% of the market, primarily used in performances, tourist attractions, and corporate events [7] - Current performances mainly consist of pre-programmed routines, highlighting the gap between existing capabilities and practical applications in real-time scenarios [7][8]

以下文章来源于Tech星球 ，作者任雪芸 文 ｜ 任雪芸 来源｜ Tech星球（ID：tech618） 封面来源 ｜ Unsplash 2025年央视春晚的舞台上，一群身着大红棉袄、扭着秧歌转手绢的机器人凭借灵动舞姿惊艳全场，一夜之间刷屏社交平台，成为现象级"科技顶流"，也让 具身机器人这一赛道瞬间进入大众视野。 Tech星球 . Tech星球，聚焦互联网前沿科技和新商业。 炫技有余，实用不足。 曾经备受关注的一星机器人（OneStar），成立半年便被曝解散，估值一度飙升至54亿美元的闼科技，也陷入资金链断裂的困境，生存状况堪忧。 市场端的冷却更为直观，一位从事机器人租赁业务的商家向Tech星球透露，今年年初还高达近万元的日租金，如今已跌去三分之二，同时市场需求快速萎 缩，"除了一些偶尔举办的展会、商业活动会临时联系租赁，稳定的订单是没有的。" 然而，热度褪去不足一年，具身机器人行业便经历了从爆火到降温的剧烈起伏。 资本市场的表现曾一度火热，IT桔子数据显示，2025年前三季度国内机器人领域融资额高达386.24亿元，是2024年全年212.54亿元总融资额的1.8倍。 资本的追捧下，跨界玩家纷纷入局，车企、 ...

以下文章来源于Tech星球 ，作者任雪芸 Tech星球 . Tech星球，聚焦互联网前沿科技和新商业。 2025年央视春晚的舞台上，一群身着大红棉袄、扭着秧歌转手绢的机器人凭借灵舞姿惊艳全场，一夜之间刷屏社交平台，成为现象级"科技顶流"， 也让具身机器人这一赛道瞬间进入大众视野。 然而，热度褪去不足一年，具身机器人行业便经历了从爆火到降温的剧烈起伏。 资本市场的表现曾一度火热，IT桔子数据显示，2025年前三季度国内机器人领域融资额高达 386.24亿元，是2024年全年212.54亿元总融资额的1.8 倍。 资追捧下，跨界玩家纷纷入局，车企、手机厂商、互联网巨头、家电龙头企业携资金与技术涌入赛道，一时间赛道热闹非凡。 但狂热背后泡沫渐生，行业很快迎来退潮期。 曾经备受关注的一星机器人（OneStar），成立半年便被曝解散，估值一度飙升至54亿美元的闼科技，也陷入资金链断裂的困境，生存状况堪忧。 市场端的冷却更为直观， 一位从事机器人租赁业务的商家 向Tech星球 透露， 今年 年初还高达近万元的日租金，如今已跌去三分之二，同时市场需 求快速萎缩，"除了一些偶尔举办的展会、商业活动会临时联系租赁，稳定的订单是 ...

Core Insights - The performance of robots from Zhiyuan and Yushu at the GDPS 2025 marks a significant step towards the commercialization of embodied intelligence robots, with 2025 being viewed as the year of mass production [1] - The current state of the embodied intelligence industry is characterized by a "three hot, three cold" phenomenon, indicating a disparity between technological advancements and practical applications [6] Industry Development - The embodied intelligence industry in China is in its early stages, with a projected market size of 400 billion yuan by 2030 and over 1 trillion yuan by 2035 [3] - Over 100 financing events occurred in the humanoid robot sector in 2025, with total investments exceeding 20 billion yuan, pushing the valuations of leading companies like Zhiyuan close to 20 billion yuan [3] Challenges and Opportunities - The industry faces challenges such as incompatible hardware interfaces and data formats, leading to data silos, despite advancements in technology [6] - There is a pressing need for standardized safety certifications and performance evaluation metrics to build user trust in robotic products [6] Standardization and Collaboration - Industry experts emphasize the necessity of establishing standards to unify efforts and facilitate the growth of the trillion-yuan market [6][7] - A flexible standardization approach is advocated, allowing for both rigid safety protocols and adaptable guidelines for innovation [7] Market Dynamics - The future of the embodied intelligence sector may mirror the trajectory of the autonomous driving industry, with potential for a few dominant players to emerge alongside numerous startups in the supply chain [9] - The industry is expected to see significant investment opportunities in high-barrier core component sectors, while the downstream market may diversify [10] Data and Technology - High-quality, large-scale data is identified as a critical competitive advantage for training embodied intelligence systems [10] - The industry must transition from imitation-based methods to reasoning and planning frameworks, enhancing the capabilities of robots [10]

这次大赛是对人形机器人商业化能力的一次"高压测试"。 今年春晚在全国观众面前扭秧歌的人形机器人掀起的热度，从年初延续到了年末。 13日，全球开发者先锋大会暨国际具身智能技能大赛（GDPS 2025）开幕式在上海举行，在春晚秀舞姿的宇树机器人和上海本土企业智元机器 人首度同台协作"炫技"。 开幕式之外，来自全球的机器人企业和高校院所等团队围绕六个主题赛道进行多个场景的竞技。 2025年被业内视为人形机器人"关键元年"。在多家企业宣布量产新突破后，上海如何加速"具身智能"产业落地？ 协作与比拼 作为具身智能最理想、最复杂的载体，人形机器人也是通往AGI（通用人工智能）的一个载体。 主办方供图 智元远征A2，在11月创下"单次充电行走106公里"吉尼斯世界纪录后，穿上了武生行头打鼓。随着A2的鼓点，舞台中央跃出了两只小巧灵动的 身影——智元灵犀X2，它们模拟身披狮被，脚踏梅花桩的舞狮队，随鼓点起舞。待鼓声渐歇，宇树机器人G1登场了。身着白色太极服的宇树 G1，与人类武术演员并肩而立。 一套动作连贯的太极后，宇树G1瞬间与高校的年轻舞者们一起跳起了街舞。Locking（锁舞）的顿点、Popping（震感舞）的肌肉震动 ...

新浪科技讯 12月8日下午消息，智元机器人今日宣布第5000台通用具身智能机器人量产下线， 该款机器人为智元灵犀X2。现场，知名演员黄晓明亲自来到现场，成为智元第5000台人形机器 人产品主人，"现场提货"领走了灵犀X2。 为了这份特殊合作，智元为这台灵犀 X2 量身打造了专属 "彩蛋"。依托灵心平台的定制化能力， 这台机器人被预植入 "黄晓明式" 性格设定，当黄晓明与其对话时，灵犀 X2 以 "装载晓明学精神 内核" 的趣味回应，不仅能模仿黄晓明的行事风格、畅聊《中国合伙人》的创业哲学，还俏皮表 态 "绝不会说'我不要你觉得，我要我觉得'"，逗趣互动引发现场阵阵笑声。 智元机器人联合创始人兼首席技术官彭志辉表示，"第5000台机器人下线是一个里程碑，但它更 是我们新征程的一个起点，智元机器人未来将继续坚持以创新为本，以客户为中心，让智能机器 人能够真正的走进千行百业，走进我们的日常生活。"（转载自新浪科技） 黄晓明坦言，自己与智元的结缘始于综艺《中餐厅》，节目中远征 A2 机器人小玖的陪伴让他深 刻感受到中国机器人技术的强大，后续与智元团队的深入接触，让他决定为工作室添置一台机器 人，紧跟具身智能的科技浪潮 ...

责任编辑：何俊熹 智元机器人联合创始人兼首席技术官彭志辉表示，"第5000台机器人下线是一个里程碑，但它更是我们 新征程的一个起点，智元机器人未来将继续坚持以创新为本，以客户为中心，让智能机器人能够真正的 走进千行百业，走进我们的日常生活。"（文猛） 智元机器人联合创始人兼首席技术官彭志辉表示，"第5000台机器人下线是一个里程碑，但它更是我们 新征程的一个起点，智元机器人未来将继续坚持以创新为本，以客户为中心，让智能机器人能够真正的 走进千行百业，走进我们的日常生活。"（文猛） 责任编辑：何俊熹 新浪科技讯 12月8日下午消息，智元机器人今日宣布第5000台通用具身智能机器人量产下线，该款机器 人为智元灵犀X2。现场，知名演员黄晓明亲自来到现场，成为智元第5000台人形机器人产品主人，"现 场提货"领走了灵犀X2。 新浪科技讯 12月8日下午消息，智元机器人今日宣布第5000台通用具身智能机器人量产下线，该款机器 人为智元灵犀X2。现场，知名演员黄晓明亲自来到现场，成为智元第5000台人形机器人产品主人，"现 场提货"领走了灵犀X2。 ...