或于央视春晚"露脸"的人形机器人企业再锁定一家。1月25日，央视披露，银河通用成为2026年春节联 欢晚会指定具身大模型机器人。 而在此之前，1月23日，"追觅系"机器人企业魔法原子，也成功认领成为央视春晚的机器人战略合作伙 伴之一。 21世纪经济报道记者向银河通用方面询问春晚表演和互动方式，但对方表示暂不便回复。 "京圈"机器人企业狂揽近8亿美元 自宇树科技人形机器人表演一炮而红之后，央视春晚已然成为部分具身智能企业暗自较劲的高光舞台。 而银河通用虽被认为是人形机器人"准第一梯队"企业，但在春晚之前，尚无宇树、智元、众擎等机器人 企业获得过的"破圈时刻"。 不过，相比以上知名企业，银河通用却以一级市场的海量融资与极高估值而成为资本圈关注的对象。 资料显示，银河通用成立于2023年5月，公司位于北京，聚焦通用机器人产品的研发和销售。 从履历来看，公司与北京大学、中关村方面渊源较深，公司联合创始人王鹤为斯坦福博士，北大前沿计 算研究中心助理教授，博士生导师，北大-银河通用具身智能联合实验室和北京智源人工智能研究院具 身智能研究中心主任。 另一位联合创始人姚腾洲毕业于北京航空航天大学机器人研究所。师从机器人行业泰 ...

21世纪经济报道记者 赵云帆 或于央视春晚"露脸"的人形机器人企业再锁定一家。1月25日，央视披露，银河通用成为2026年春节联 欢晚会指定具身大模型机器人。 而在此之前，1月23日，"追觅系"机器人企业魔法原子，也成功认领成为央视春晚的机器人战略合作伙 伴之一。 21世纪经济报道记者向银河通用方面询问春晚表演和互动方式，但对方表示暂不便回复。 "京圈"机器人企业狂揽近8亿美元 自宇树科技人形机器人表演一炮而红之后，央视春晚已然成为部分具身智能企业暗自较劲的高光舞台。 而银河通用虽被认为是人形机器人"准第一梯队"企业，但在春晚之前，尚无宇树、智元、众擎等机器人 企业获得过的"破圈时刻"。 作为一家初创企业，银河通用成立不足三年，已经累计获得四轮融资。 其中，2024年6月，公司天使轮融资即获得来自蓝驰创投、经纬创投、源码资本、美团等在内知名投资 方的合计7亿元人民币融资。同年11月，银河通用再获5亿元人民币融资，开启融资首年即获得12亿元人 民币。 2025年，具身智能行业融资呈现典型的两极分化局面，单笔融资呈现小而散的格局。但银河通用两轮融 资又获得满堂彩，其中由宁德时代公司战投及宁德时代旗下溥泉资本领投的 ...

或于央视春晚"露脸"的人形机器人企业再锁定一家。1月25日，央视披露，银河通用成为2026年春节联 欢晚会指定具身大模型机器人。 而在此之前，1月23日，"追觅系"机器人企业魔法原子，也成功认领成为央视春晚的机器人战略合作伙 伴之一。 21世纪经济报道记者向银河通用方面询问春晚表演和互动方式，但对方表示暂不便回复。 "京圈"机器人企业狂揽近8亿美元 自宇树科技人形机器人表演一炮而红之后，央视春晚已然成为部分具身智能企业暗自较劲的高光舞台。 2025年，具身智能行业融资呈现典型的两极分化局面，单笔融资呈现小而散的格局。但银河通用两轮融 资又获得满堂彩，其中由宁德时代（300750）公司战投及宁德时代旗下溥泉资本领投的11亿融资于去年 6月完成。同年12月，银河通用官宣完成一轮3亿美元融资，中国移动（600941）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（002009）等产业和地方性投资者纷纷入局。 从融资经历来看，银河通用在初创阶段即获得约8亿美元融资，总融资在中国具身智能行业规模，仅次 于已经完成港股上市并进行多轮再融资的优必选(约9.5亿美元)。估值方面，在去年12月完成融资之 ...

Group 1 - The core viewpoint of the article highlights the challenges and risks faced by humanoid robot companies, with many facing potential bankruptcy despite the hype surrounding the industry [2][4][16] - A significant number of humanoid robot companies are exiting the market due to unclear commercialization paths and high operational costs, as exemplified by K-Scale Labs and Aldebaran [4][6] - Goldman Sachs reports that while Chinese robot supply chain companies are ramping up production capacity, they lack substantial real orders, raising concerns about the sustainability of this growth strategy [6][7] Group 2 - The article emphasizes that the best current application for humanoid robots is in industrial settings rather than in homes, as companies pivot towards practical implementations in factories [10][12] - Successful companies in the sector are characterized by clear commercial applications and have achieved small-scale deliveries, with some reporting significant revenues [10][12] - The article discusses the technical challenges faced by general-purpose robots in industrial environments, including the need for high precision and adaptability to dynamic conditions, which many current models fail to meet [12][13][14] Group 3 - The article concludes that while there may be some exaggeration in reports about the industry, it is clear that humanoid robots are not yet ready to replace human labor, and current orders are more about strategic positioning than actual sales [16]

Core Insights - The article provides an overview of notable companies in the field of embodied intelligence and their corresponding business focuses [2] Company Summaries - **Zhiyuan Robotics**: Focuses on humanoid robot development, with products like the Expedition A1/A2 capable of navigating complex terrains and performing fine motor tasks [2] - **Unitree Robotics**: A leader in quadruped robots, known for high dynamic motion control, with products like Go1/Go2 series for consumer use and B1/B2/H1 series for industrial applications [5] - **Fourier Intelligence**: A general robotics company that includes humanoid robots and smart rehabilitation solutions, featuring products like GR-1/GR-2 humanoid robots and upper limb rehabilitation robots [6] - **Deep Robotics**: Specializes in quadruped robots for power and security applications, with products like the J series joints providing high torque performance [7] - **Lingchu Intelligent**: Focuses on dexterous operations and end-to-end solutions based on reinforcement learning algorithms [13] - **OriginBot**: Develops educational robots, including the Aelos series for programming education and Fluvo for hospital logistics [14] - **Noematrix**: Concentrates on high-resolution multi-modal tactile perception and soft/hard tactile manipulation products, providing innovative solutions for various sectors [29] - **Galbot**: Engages in the development of general-purpose humanoid robots and quadruped robots for industrial, commercial, and household applications [28]

Core Insights - The current goal of embodied intelligence is to promote its industrialization, as stated by the founder and CTO of Galaxy General Robotics, Wang He [1][4][7] - The GALBOT G1 robot was showcased at the event, demonstrating its ability to accurately retrieve items from densely packed shelves upon receiving commands [1][3] Company Overview - Galaxy General Robotics was established in May 2023 in Haidian, Beijing, focusing on humanoid robot hardware and embodied intelligence large models [3] - The company has completed over 1.2 billion yuan in financing within the past year, attracting investments from various strategic and industry investors, including Meituan and IDG Capital [3] Product Development - On June 1, 2023, Galaxy General launched its self-developed end-to-end navigation large model, TrackVLA, which features pure visual environmental perception and language command-driven capabilities [3] - The robot dog, enhanced by the large model, can navigate complex environments like supermarkets and assist in carrying heavy items [3] Industry Trends - Embodied intelligence has gained significant public attention, highlighted by events such as the world's first humanoid robot half-marathon and a recent robot combat competition [4] - The industry faces the challenge of practical implementation, with a focus on how to effectively deploy humanoid robots in real-world scenarios [4][7] Future Plans - Galaxy General's robots are already operational in seven unmanned pharmacies in Beijing, with plans to open 100 more in major cities by the end of the year [8] - The upcoming "World Humanoid Robot Sports Conference" is scheduled for August 15-17, 2023, at the National Stadium and National Speed Skating Hall [8] Technological Insights - Wang He emphasized that the VLA (Vision-Language-Action) model represents a starting point for embodied intelligence, capable of direct visual observation and action output without intermediary steps [9] - The current focus for VLA applications is on mobility, grasping, and placing tasks, which are primarily visual-based and can be enhanced with tactile and mechanical sensors [9]