1月6日至1月9日，全球科技风向标CES（国际消费电子展）再度登陆拉斯维加斯。在本届展会上，一个 鲜明的趋势是：机器人展区正在被"中国军团"主导。 数据显示，在本届展会全部598家机器人相关参展商中，中国企业达到149家，占比接近四分之一。而在 人形机器人展区，38家参展企业中有21家来自中国，占比超过一半。 在此次展会上，包括宇树科技、智元机器人、星动纪元、北京人形机器人创新中心等企业携整机亮相； 同时，极佳视界、灵巧智能、睿尔曼智能等产业链企业集中展示了在核心部件、灵巧手及技术模型上的 突破。 "中国人形机器人厂商在品类、供应链和产品性价比上很有优势，而且能把技术转化为量产产品。"一名 参展的科技从业者告诉贝壳财经记者。他认为，从现场展示的情况来看，中国人形机器人在工业、商用 以及家庭陪伴等场景的应用已经走在前列，2026年也将成为行业爆发的拐点。 能打拳能分拣，有中国机器人首日"爆单" "中国人形机器人企业的展位相当热闹。"北京人形机器人创新中心品牌公关负责人魏嘉星告诉记 者，"大家集中展示了在运动控制、场景应用落地方面的能力。" CES 2026展会现场，中国人形机器人企业在技术、应用和市场三条主线上 ...

1月6日至1月9日，全球科技风向标CES（国际消费电子展）再度登陆拉斯维加斯。在本届展会上，一个鲜明的趋势是：机器人展区正在被"中国军团"主导。 数据显示，在本届展会全部598家机器人相关参展商中，中国企业达到149家，占比接近四分之一。而在人形机器人展区，38家参展企业中有21家来自中国， 占比超过一半。 在此次展会上，包括宇树科技、智元机器人、星动纪元、北京人形机器人创新中心等企业携整机亮相；同时，极佳视界、灵巧智能、睿尔曼智能等产业链企 业集中展示了在核心部件、灵巧手及技术模型上的突破。 "中国人形机器人厂商在品类、供应链和产品性价比上很有优势，而且能把技术转化为量产产品。"一名参展的科技从业者告诉贝壳财经记者。他认为，从现 场展示的情况来看，中国人形机器人在工业、商用以及家庭陪伴等场景的应用已经走在前列，2026年也将成为行业爆发的拐点。 能打拳能分拣，有中国机器人首日"爆单" "中国人形机器人企业的展位相当热闹。"北京人形机器人创新中心品牌公关负责人魏嘉星告诉记者，"大家集中展示了在运动控制、场景应用落地方面的能 力。" CES 2026展会现场，中国人形机器人企业在技术、应用和市场三条主线上集中发 ...

Group 1: Industry Overview - The 2026 CES is expected to be a pivotal year for the integration of AI technology in humanoid robots, transitioning from showcasing technology to practical applications [1] - Various types of embodied intelligent robots are anticipated to be among the most highlighted groups at CES 2026 [1] Group 2: Key Developments in Robotics - Zhiyuan Robotics showcased a full range of products at CES, including the G2 model, which has been integrated into over a thousand application stations within the Junsen Electronics system [1] - Zhongqing Robotics made its global debut with the T800 humanoid robot, featuring breakthroughs in torque, long-lasting stability, and dexterous hand control [1] Group 3: Advancements in Dexterous Hands - DexRobot introduced the DexHand021 Pro, a high-performance dexterous hand with 22 degrees of freedom and a maximum load of 50N, priced at one-fifth of similar international products [2] - The launch of DexHand021 Pro is expected to facilitate the adoption of robotics across various industries, including remote operations in power inspection and educational applications in universities [2] Group 4: AI and Data Challenges - The robotics industry faces a significant data imbalance, with a lack of real human action detail data necessary for training robots, which limits their dexterity [3] - Daimeng Robotics launched the DM-EXton2, the world's first force/touch feedback remote operation data collection system, addressing the core data challenges in robot training [3] Group 5: Participation of Startups - The CES featured participation from numerous startups, including the XbotPark platform initiated by Professor Li Zexiang, showcasing a variety of technology companies across multiple sectors [3]

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]

Core Insights - The robotics field is still in its early stages, as highlighted by Jim Fan, NVIDIA's robotics head, indicating a lack of standardized evaluation metrics and the disparity between hardware advancements and software reliability [1][8][11]. Group 1: Hardware and Software Disparity - Current advancements in robotics hardware, such as Optimus and e-Atlas, outpace software development, leading to underutilization of hardware capabilities [14][15]. - The need for extensive operational teams to manage robots is emphasized, as they do not self-repair and face frequent issues like overheating and motor failures [16][17]. - The reliability of hardware is crucial, as errors can lead to irreversible consequences, impacting the overall patience and scalability of the robotics field [18][19]. Group 2: Benchmarking Challenges - The lack of consensus on benchmarking in robotics is a significant issue, with no standardized hardware platforms or task definitions, leading to everyone claiming to achieve state-of-the-art (SOTA) results [20][21]. - The field must improve reproducibility and scientific standards to avoid treating them as secondary concerns [23]. Group 3: VLA Model Insights - The Vision-Language-Action (VLA) model is currently the dominant paradigm in robotics, but its reliance on pre-trained Vision-Language Models (VLM) presents challenges due to misalignment with physical world tasks [25][49]. - The VLA model's performance does not scale linearly with VLM parameters, as the pre-training objectives do not align with the requirements for physical interactions [26][51]. - Future VLA models should integrate physical-driven world models to enhance their ability to understand and interact with the physical environment [50]. Group 4: Data Importance - Data plays a critical role in shaping model capabilities, with the need for diverse data sources and collection methods being highlighted [31][43]. - The emergence of new hardware and data collection methods, such as Generalist and Egocentric-10K, demonstrates the growing importance of data in the robotics field [36][42]. - The current data collection strategies remain open-ended, with various approaches still being explored [43]. Group 5: Industry Trends - The robotics industry is projected to grow significantly, from $91 billion currently to $25 trillion by 2050, indicating a strong future potential [57]. - Major tech companies, excluding Microsoft and Anthropic, are increasingly investing in robotics software and hardware, reflecting the sector's attractiveness [59].

Core Viewpoint - The robotics field is still in its early stages, with significant advancements in hardware but limitations in software reliability and performance [1][12]. Group 1: Hardware and Software Dynamics - Current hardware advancements outpace software development, leading to reliability issues that hinder software iteration speed [11][14]. - Many demonstrations of robotic capabilities are often the result of selecting the best performance from numerous attempts, rather than consistent reliability [7][22]. - The need for extensive operational teams to manage robots highlights the challenges in hardware reliability, including overheating and motor failures [18][19]. Group 2: Benchmarking Challenges - The robotics sector lacks standardized benchmarks, making it difficult to assess performance consistently across different hardware platforms and tasks [21][22]. - The absence of consensus on evaluation criteria leads to a situation where every new demonstration can be considered state-of-the-art, complicating progress in the field [22][23]. Group 3: VLA Model Limitations - The Vision-Language-Action (VLA) model, currently a dominant paradigm, faces structural issues as it is primarily optimized for visual question answering rather than physical task execution [24][50]. - The performance of VLA models does not improve linearly with the increase in VLM parameters due to misalignment in pre-training objectives [26][52]. - A shift towards video world models is suggested as a more suitable pre-training target for robotics, as they inherently encode physical dynamics [27][53]. Group 4: Importance of Data - Data plays a crucial role in shaping model capabilities, and the integration of hardware and data is essential for effective robotic performance [31][32]. - Recent advancements in hardware, such as Figure03 and others, demonstrate improved motion capabilities, but challenges remain in enhancing hardware reliability [35][37]. - The Generalist model illustrates the scaling law in embodied intelligence, where larger datasets lead to better task performance [38][41]. Group 5: Future Trends and Market Potential - The robotics industry is projected to grow from $91 billion to $25 trillion by 2050, indicating significant investment potential [60]. - Major tech companies are increasingly investing in robotics software and hardware, reflecting the sector's attractiveness despite current challenges [62].

"人形机器人行业的泡沫主要积聚在'技术概念'与'估值'的错配上。"庚辛资本创始人张家康在接受新京 报贝壳财经记者采访时坦言。 随着宇树机器人春晚表演的出圈，具身智能进一步受到市场关注、资本热捧，人形机器人似乎在一夜之 间从科幻走进现实，但热潮之下，"断层"也逐渐显现——企业估值在资本助推下快速攀升，而核心技术 突破、商业化应用的进程却相对滞后。 人才流动也随之加速。许多从业者从自动驾驶、传统机器人、互联网等领域转向具身智能。地方政府亦 成为重要推手。多地建设"人形机器人创新中心"，通过政策扶持、场景开放、采购支持等方式培育本地 企业。北京、上海、深圳等地已形成产业集聚效应。 近期，国家发展改革委政策研究室副主任李超在新闻发布会上表示，"速度"与"泡沫"一直是前沿产业发 展过程中需要把握和平衡的问题，这对于具身智能产业来讲，也是一样的。其介绍，我国目前已有超过 150家人形机器人企业，其中半数以上为初创或"跨行"入局。 "这对鼓励创新来讲是一件好事，但也要着力防范重复度高的产品'扎堆'上市、研发空间被压缩等风 险。"李超表示。 在多位从业者与投资人眼中，具身智能作为当前的热点赛道，资本关注高、融资活跃属于正常现 ...

智元凭借领先的产品技术与生态体系，在全球同业多处于技术验证阶段时，已经完成"一体三智"全栈技术架构、三大生产基地的快速落地，不 仅实现了从千台到五千台的产能跃升，还成为全球目前唯一规模化量产具身智能企业，并且是业内目前唯一实现全产品系列、全场景布局的机 器人企业。 2025年1月，智元机器人第1000台通用具身机器人正式量产下线，刷新行业纪录。 然而，不到一年的时间，智元又将这一记录刷新至5000台，这标志着智元机器人在全球率先实现了人形机器人的规模化量产和商业化落地。 凭借领先的产品技术与生态体系，智元机器人的产品售往全球多个国家和地区。在场景应用上智元机器人产品已覆盖讲解接待、工业智造、文 娱商演等八大核心场景，实现从B端工业级应用到C端个性化需求的全面渗透。 市场有望破万亿具身智能迎来黄金周期 在近日一场发布会上，智元联合创始人、总裁兼CTO彭志辉表示："5000台通用具身机器人的下线，意味着规模化制造体系得到初步验证，让 智元能更自信地规划明年1万台、未来10万台的产能蓝图，如今智元的工厂已经升级为具备海量出货和批量交付潜力的现代化制造基地。" 5000台里程碑落地复盘智元发展路径 12月8日，上海智 ...

Group 1 - Tesla has decided to stop collaborating with Chinese suppliers for parts in its US-manufactured vehicles, raising concerns about the impact on its humanoid robot production and iteration [1] - Despite the concerns, some media outlets mock the idea of a complete supply chain decoupling from China, citing the failure of K-ScaleLabs as evidence of the impracticality of such a strategy [1] - Tesla has reduced its annual production target for the Optimus robot from 5,000 units to 2,000 units, indicating a lack of confidence in the US supply chain [1] Group 2 - In China, the industry has moved past the initial stages of vehicle manufacturing and is now focused on securing large orders, with eight companies announcing orders exceeding 100 million yuan or over 1,000 units [3] - Major companies are planning to achieve sales targets in the thousands by 2025, with some already receiving material orders for the first half of next year [3][4] - The domestic supply chain shows strong certainty in the short term, especially with leading companies like Yushun, Zhiyuan, and Leju accelerating their globalization processes and preparing for IPOs [4] Group 3 - The acceleration of humanoid robot orders indicates that products are entering the market and gaining recognition from early adopters [6] - For instance, Zhiyuan Robotics secured a significant order worth 78 million yuan for 200 humanoid robots from China Mobile, to be deployed in various locations [6] - Yubiquitous has received orders exceeding 800 million yuan for its Walker series humanoid robots, with plans to deliver around 500 units this year [8] Group 4 - The price of humanoid robots is expected to decrease significantly, with companies like Yushun and Leju introducing models priced below 50,000 yuan, making them more accessible [15][17] - The emergence of robots priced around 10,000 yuan signals a breakthrough in cost control, potentially leading to wider consumer adoption [19] - Experts predict that the humanoid robot market will see substantial growth, with demand in industrial and commercial sectors expected to reach millions of units by 2030 [22]

Core Insights - Baidu World Conference 2025 showcased the T5 domain controller developed by Beijing Xingyuan Intelligent Robot Technology Co., Ltd, highlighting its advanced capabilities in robotics [1] Company Overview - Xingyuan Intelligent focuses on multi-modal spatial intelligence and aims to create a universal embodied brain for the physical world [1] - The company was incubated by the Beijing Academy of Artificial Intelligence and possesses leading capabilities in embodied multi-modal large models and spatial intelligence [1] Product Details - The T5 controller features high computational power of 2070 TFLOPS, low power consumption, and high performance, supporting advanced algorithms like deep learning and computer vision [1] - The T5 is equipped with NVIDIA's latest Jetson Thor processor, enhancing its ability to meet the demands of real-time perception, intelligent decision-making, and precise control in robotics [1] Collaboration and Industry Impact - A deep collaboration has been established between Zhiyuan Robotics and Xingyuan Intelligent, showcasing the new generation industrial interactive embodied robot, Zhiyuan Spirit G2, at the conference [1] - The exhibition demonstrated the potential industry transformation brought by the technological breakthroughs represented by the T5 controller [1]