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 ...

Core Insights - The CES 2026 showcased a significant dominance of Chinese companies in the robotics sector, with 149 out of 598 exhibitors being Chinese, accounting for nearly one-quarter of the total [1] - In the humanoid robot segment, 21 out of 38 exhibitors were from China, representing over half of the participants [1] - The event highlighted advancements in various applications of humanoid robots, including industrial, commercial, and home companionship [2][8] Group 1: Company Highlights - Companies like Yushu Technology and Zhiyuan Robotics demonstrated their capabilities in motion control and application scenarios, showcasing robots capable of dance and combat [4] - The Beijing Humanoid Robot Innovation Center made its debut, emphasizing the importance of showcasing the practical capabilities of humanoid robots to enhance international influence [8] - The company Lingqiao Intelligent presented its high-performance dexterous hand, significantly reducing costs to make it more accessible for research institutions and startups [10] Group 2: Technological Advancements - The event featured robots that integrated advanced AI capabilities, such as language interaction and autonomous sorting, demonstrating their practical applications in real-world scenarios [6][7] - Breakthroughs in tactile technology were showcased, with companies like Pasini Sensory Technology presenting advanced multi-dimensional tactile sensors [11] - The development of world models as data engines in embodied intelligence was highlighted, indicating a shift towards more sophisticated evaluation and reinforcement learning environments [11] Group 3: Market Expansion and Sales - The CES 2026 served as a critical platform for Chinese robotics companies to expand their global market presence, with several companies reporting immediate sales during the event [8] - Companies like Songyan Power are shifting their focus from product display to commercial implementation, targeting key regions for market expansion [8] - The event underscored the importance of a well-defined and efficient industrial ecosystem, indicating a maturation of the robotics industry [9][12]

记者丨孔海丽 骆轶琪 编辑丨包芳鸣 图片来源：孔海丽 摄 全球科技盛会2026年国际消费电子展（CES 2026）于当地时间1月6日开幕，芯片巨头掌门人 —— 英伟达CEO黄仁勋、英特尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。 值得注意的是， 这四家芯片巨头既有合作也有竞争，却鲜少出现在同一舞台。 他们正指向AI时代一个更为宏大的发展目标：数百倍的算力增长需求和背后从云到端全面的 AI应用拓展空间。 而中国厂商正在CES上扮演越来越重要的角色。无论是AI眼镜、各形态机器人，中国厂商的积 极参展，也在海外引发高度关注，甚至让现场展台"水泄不通"。 例如，宇树科技把"传统艺能"拳击赛带到现场，21世纪经济报道记者发现，观赛人员围了里三 层外三层，纷纷高举手机拍摄G1机器人灵活的动作表现。 一众中国原生AI硬件厂商备受关注的背后，是中国企业全球角色的进阶：凭借供应链与研发能 力的长期沉淀， 中国已升级为全球科技创新的关键力量。 AI大模型加速发展背后，是底层算力基础设施的快速演进支撑。在CES现场，芯片巨头掌门人 们都强调了算力的飞速增长态势，以及由此引发的应用新机会。 英伟达创始人兼CEO黄仁 ...

Core Insights - The competition among major chip manufacturers is intensifying around the foundational computing power for AI, with native AI hardware accelerating its large-scale implementation, transitioning from laboratory settings to consumer and industrial applications [1][2] - Chinese manufacturers are playing an increasingly significant role at global tech events, showcasing their advancements in AI hardware and capabilities, which are supported by their supply chain and R&D strengths [2][11] Group 1: Computing Power and AI Development - The rapid evolution of underlying computing infrastructure is crucial for the accelerated development of AI large models, with chip leaders emphasizing the exponential growth of computing power and the new application opportunities it creates [3][4] - NVIDIA's CEO highlighted the arrival of the "ChatGPT moment" for physical AI, indicating that machines are beginning to understand and act in the real world, with autonomous taxis being one of the first applications to benefit [3] - AMD's CEO noted that the floating-point computing power for training AI models is growing fourfold annually, with inference token consumption increasing by 100 times over the past two years, necessitating new product offerings to meet Yotta-scale infrastructure demands [4] Group 2: Emerging AI Applications - The potential of edge AI is significant, with advancements in smart wearable devices being highlighted as a new category of mobile terminals that will coexist with smartphones [5][6] - Qualcomm's CEO projected that the market for personal AI devices could reach 100 million units in the coming years, emphasizing the importance of edge data for providing highly relevant user services [6] Group 3: Robotics and Physical AI - The maturity of physical AI was showcased at CES, with Chinese manufacturers presenting advanced robots that demonstrate improved capabilities compared to previous years [7][8] - The introduction of humanoid robots and their increasing commercial viability was noted, with companies achieving substantial progress in motion control and operational precision [9][10] - The integration of hardware, sensors, and environmental perception into scalable systems is seen as essential for advancing physical AI applications across various industries [10] Group 4: Chinese Manufacturers' Competitive Edge - Chinese companies are leveraging their supply chain efficiencies and R&D capabilities to drive rapid iterations and cost optimization in the robotics sector, significantly outpacing European competitors in product development cycles [11][12] - The shift from simple manufacturing to innovative solutions reflects a broader transformation in the perception of "Made in China" to "Created in China," highlighting the technological advancements and better solutions being offered [12]

原生AI硬件正进入加速落地阶段。 21世纪经济报道记者 孔海丽、骆轶琪 拉斯维加斯、广州报道 全球科技盛会2026年国际消费电子展 （CES 2026）于当地时间1月6日开幕，芯片巨头掌门人先后登场，他们正指向AI时代一个更为宏大的 发展目标：数百倍的算力增长需求和背后从云到端全面的AI应用拓展空间。 虽然当前，AI大模型的技术路线还没有完全收敛，基于此开展的AI应用仍处在探索阶段，但正呈现百 花齐放的态势：物理AI在今年的发展进程尤其被重视，原生AI硬件以更丰富的形态在探索市场。 而中国厂商正在CES上扮演越来越重要的角色。无论是AI眼镜、各形态机器人，中国厂商的积极参展， 也在海外引发高度关注，甚至让现场展台"水泄不通"。 例如，宇树科技把"传统艺能"拳击赛带到现场，21世纪经济报道记者发现，观赛人员围了里三层外三 层，纷纷高举手机拍摄G1机器人灵活的动作表现。 一众中国原生AI硬件厂商备受关注的背后，是中国企业全球角色的进阶：凭借供应链与研发能力的长 期沉淀，中国已不再局限于传统的"世界工厂"，而是升级为全球科技创新的关键力量。 AI大模型加速发展背后，是底层算力基础设施的快速演进支撑。在CES现场，芯 ...

每经评论员叶晓丹 要说2025年一、二级资本市场最火热的赛道，人形机器人当仁不让。而王兴兴，则是人形机器人行业中 火线崛起的科技新贵。 时代叙事正在从"流量江湖"向"硬核创新"转换，王兴兴迎来了行业发展的世纪风口。宇树科技乘风而 上，但也遭致诸多质疑：G1机器人的"回旋踢"一度被质疑是AI(人工智能)合成；全球首届人形机器人半 程马拉松，宇树机器人在起跑线上摔倒，又迎来一波汹涌舆论。 有人说"欲戴王冠，必承其重"。极速的跃升，不论是对王兴兴还是对宇树科技，都是巨大的考验。而王 兴兴的底色中，仍葆有对技术自研的执着和热忱。他曾说："身处快时代，我宁可慢一点，也不去走捷 径、抄近路。我还是愿意下笨功夫，坚持自主研发。" 拿下四足机器人市场全球70%的份额后，王兴兴加码了人形机器人软硬件生态的布局。2025年，宇树科 技先后推出Unitree R1和H2人形机器人，进一步丰富了通用人形产品矩阵。在生态构建上，宇树科技积 极投身开源生态，推动具身智能和机器人技术的创新与协作。 王兴兴给当下"硬科技"创业公司打了一个很好的样板——以高性价比的硬科技产品，征战全球化市场。 硬科技公司不只是追求技术参数的极致，而且是构建" ...

Core Viewpoint - Despite billions of dollars flowing into the humanoid robot sector, executives from startups are collectively voicing concerns to temper the overheated market expectations [1][2]. Group 1: Industry Concerns - Executives express worries that while recent technological advancements have been made, the hype surrounding humanoid robots has become detached from reality, with significant technical challenges remaining for commercial deployment [3]. - Agility Robotics' CTO emphasizes the distinction between creating a robot and one capable of performing "useful work," highlighting that current robots lack the reliability for complex tasks [4]. - The CEO of Weave Robotics compares the current state of humanoid robots to Apple's Newton, indicating that while the concept is promising, the technology is not yet mature enough for commercial success [6]. Group 2: Investment and Cost Considerations - Approximately $5 billion has been invested in the humanoid robot field this year, showcasing a stark contrast between the industry's cautious perspective and the capital market's enthusiasm [5]. - Cost-effectiveness is a critical consideration for investors, as installation costs are a primary reason companies avoid deploying robots, with only about $20 of every $100 spent on robots going towards the purchase itself, while the remaining $80 is for safety measures [6]. Group 3: Design and Efficiency Debate - The industry may be overly fixated on humanoid form as the ultimate robot design, with some engineers suggesting that specialized robots could be more efficient in factory settings [8]. - Challenges such as stability and tactile feedback in mimicking human form are noted, with predictions that future robots may not replicate human shapes but instead exceed them, potentially using designs like four arms or suction grips [8]. Group 4: Industry Outlook - Despite optimistic predictions from figures like Elon Musk regarding the production of Tesla's Optimus robot, startup executives advocate for a more cautious approach, urging the industry to be responsible with timelines and avoid overpromising [9].

Fourier GR-3人形机器人 凤凰网科技讯 北京时间12月26日，据《华尔街日报》报道，投资者正在向人形机器人创业公司投入数十亿美元资金，押注该行业很快就会在仓库、工厂和 客厅里投放人形机器人。 然而，许多人形机器人创业公司的领导者希望给这种期待降温。他们表示，尽管该领域近来取得了诸多进展，但是 人形机器人仍被过度炒作， 在从科学实 验转变为人类工人的替代品之前，仍面临着艰巨的技术挑战。 "我们不仅要造人形机器人，还要制造能做有用工作的人形机器人，这是我们一直试图弄明白的事情。"美国人形机器人公司Agility Robotics首席技术官普拉 斯·维拉加普迪(Pras Velagapudi)表示。 目前，Agility已有有数百个Digit机器人与客户合作，包括亚马逊和汽车零部件公司舍弗勒。它们执行的任务包括拾取物品并在仓库中搬运。 维拉加普迪要做有用的机器人 随着Digit这样的机器人开始找到需求点，一些分析师和科技公司高管开始预测一波人形机器人浪潮即将到来。 理想与现实的差距 然而，维拉加普迪对此持怀疑态度。他表示，让人形机器人进入仓库或工业场所搬箱子是一回事， 而要制造机器人管家则超出了该行业目前 ...

人形机器人，迎来一针暴力强心剂。 与宁德时代和溥泉资本领投的上一轮，也就是6月份那轮融资相比，投资方阵容变化不小，更多元化， 传了许久的中东资本也终于落地，能看出来银河通用在试图构建自己国际化的股东生态，而且继宁德时 代后又来了个央企"大家伙"——中国移动。 截至目前，银河通用累计获得的融资金额已经约8亿美元（合56亿人民币），而半年前这个数字还只有 24亿元。由于某种未知原因，银河通用还另有大额融资未公布。 投中网获悉，银河通用已完成新一轮融资，规模超过3亿美元（约合超21亿元人民币），投后估值超过 30亿美元（超200亿元人民币）。这两个数字意味着，国内人形机器人赛道的单笔最大融资额，以及估 值天花板，双双被刷新了。 再来看投资方，本轮融资由中国移动链长基金领投，中金资本、中科院基金、苏创投、央视融媒体基 金、天奇股份等投资平台及产业巨头，同时也获得新加坡及中东国际投资机构的注资及老股东追加投 资。 另外，投中网还独家获悉，银河通用已经与某单一产业方签订了一笔G1机器人采购合同，规模达到 1000台，如果按照G1约70万元的售价计算，合同金额将达到7亿元。 7亿元的订单，是什么概念？要知道宇树和智元这两家 ...

将投中网设为"星标⭐"，第一时间收获最新推送 还有融资未公布。 作者丨张楠 曹玮钰 来源丨 投中网 人形机器人，迎来一针暴力强心剂。 投中网获悉，银河通用已完成新一轮融资，规模超过3亿美元（约合超21亿元人民币），投后估值超过30亿美元（超200亿元人 民币）。这两个数字意味着，国内人形机器人赛道的单笔最大融资额，以及估值天花板，双双被刷新了。 再来看投资方，本轮融资由中国移动链长基金领投，中金资本、中科院基金、苏创投、央视融媒体基金、天奇股份等投资平台 及产业巨头，同时也获得新加坡及中东国际投资机构的注资及老股东追加投资。 与宁德时代和溥泉资本领投的上一轮，也就是6月份那轮融资相比，投资方阵容变化不小，更多元化，传了许久的中东资本也 终于落地，能看出来银河通用在试图构建自己国际化的股东生态，而且继宁德时代后又来了个央企"大家伙"——中国移动。 截至目前，银河通用累计获得的融资金额已经约8亿美元（合56亿人民币），而半年前这个数字还只有24亿元。由于某种未知 原因，银河通用还另有大额融资未公布。 另外，投中网还独家获悉，银河通用已经与某单一产业方签订了一笔G1机器人采购合同，规模达到1000台，如果按照G1约 ...