当大多数机器人厂商还在寻找落地场景时，"擎天租"选择了从租赁切入，不是走进工厂、家庭，而是登 上了演唱会、商演和年会的舞台。 由具身智能独角兽智元机器人主导的这一平台，试图用内容、服务和补贴组合跑通一套轻资产运营模 型，把原本"卖不动"的设备租出去"动起来"。它确实推动了人形机器人从"技术展示"迈向"市场流通"， 但也显露出行业的现实困境：本体智能力不足，服务体验依赖人工兜底，RaaS（机器人即服务）看似 成立，其实更像一场组织能力主导的表演生意。 01："擎天租"是干什么的？ 近日，智元机器人在上海推出了国内首个开放式机器人租赁平台："擎天租"。这家平台不强调芯片、算 法、模型参数，而是把注意力集中在"怎么让机器人跑起来、动起来、用起来"。 据了解，2026年春节前，"擎天租"将部署2000台机器人至200座城市。智元合伙人、擎天租董事长姜青 松和擎天租平台CEO李一言还强调，"擎天租"想做的是人形机器人租赁平台界的"滴滴"，到2026年会实 现"10+"本体厂家入驻，发展"200+"金牌服务租赁商，汇聚"3000+"内容创作者，服务"400000+"租赁客 户。 相比行业里动辄讲"大模型+智能体""机器人 ...

12月2日，众擎机器人发布了一则"众擎T800"人形机器人做出连续勾拳、回旋踢等动作的视频。次日， 特斯拉首席执行官马斯克也在社交平台转发了一段"擎天柱"人形机器人跑步的短视频，配文称：刚在实 验室刷新了个人纪录。 "众擎T800"与"擎天柱"的表现，让市场再度关注人形机器人技术落地的不同路径。就中美两国产业来 看，中国正以软硬件加速迭代和迅速落地场景站稳脚跟。 与此同时，2025年以来，三花智控、均胜电子等人形机器人产业链公司密集赴港IPO（首次公开募 股）。据IT桔子统计，今年前三季度国内机器人创业公司获得的融资总额约500亿元，是去年同期的2.5 倍。但另一方面，行业仍存在部分公司跨界收购"蹭概念"，以及公开披露订单累计超35亿元与交付能力 普遍滞后的矛盾。 核心零部件国产替代加速 中美两国机器人企业屡屡"较劲"，在满足公众趣味的同时，也成为观察两国机器人产业链布局的重要窗 口。日前，众擎机器人宣布在郑州高新区规划打造年产万台级智能产线。虽然未有明确信息显示三花智 控、拓普集团等头部厂商进入特斯拉供应链，但相关企业海外产能布局已然提速。 11月初，高盛发布的人形机器人供应链专项调研报告显示，三花智控、拓 ...

Core Insights - The launch of the Lingxi X2 Youth Edition and the Expedition A2 Youth Edition marks a significant step for the company in commercializing humanoid robots, with the A2 priced at ¥168,000 and the X2 at ¥98,000 [1][5] - The A2 Youth Edition features specifications such as a height of 169 cm, weight of 63 kg, maximum torque of 270 N.m, and a walking speed of 0.5 to 0.8 m/s, with a standing endurance of approximately 4.5 hours [2][3] - The company is actively expanding its ecosystem by forming partnerships with listed companies and investing in startups within the embodied intelligence industry [7] Product Details - The A2 Youth Edition is primarily designed for entertainment performances, with basic actions included for free, while additional actions require customization at an extra cost [3] - The company offers various models, including the flagship versions with advanced features like high-precision facial recognition [2] Market Activity - The company has been involved in significant market activities, including a notable acquisition of a controlling stake in a listed company, which has led to a dramatic increase in stock prices and heightened interest in the robotics sector [9] - Recent risk warnings from the acquired company indicate potential market volatility, suggesting that investor participation may carry significant risks [8]

Core Insights - The launch of the Lingxi X2 and Expedition A2 youth versions marks a significant step in the commercialization of Zhiyuan's humanoid robots, with prices set at 98,000 yuan and 198,000 yuan respectively, and a limited-time discount for the A2 version to 168,000 yuan [1] - The A2 youth version has specific physical attributes and capabilities, including a height of 169 cm, weight of 63 kg, maximum torque of 270 N.m, and a walking speed of 0.5 to 0.8 m/s, with a standing endurance of approximately 4.5 hours [3] - Zhiyuan is actively expanding its ecosystem by forming partnerships with listed companies and investing in several startups within the embodied intelligence industry, indicating a strategic focus on growth and innovation [7] Product Details - The A2 youth version includes five basic actions as a gift upon purchase, with additional customizable actions available for a fee, primarily aimed at entertainment and performance applications [3] - The flagship version of Zhiyuan's robots features advanced capabilities such as high-precision facial recognition and automated services, showcasing the company's technological advancements [3][5] Market Activity - Zhiyuan's recent product launch is seen as a demonstration of its commercial potential, with the company emphasizing its commitment to advancing the robotics market [5] - The acquisition of a controlling stake in the listed company Wewai New Materials for approximately 2.1 billion yuan is viewed as a strategic maneuver to navigate regulatory challenges and enhance market presence [8] - Following the acquisition announcement, Wewai New Materials experienced a dramatic increase in stock price, reflecting heightened investor interest in the robotics sector [8]