近日，中央广播电视总台《2026年春节联欢晚会》完成首次彩排。据《创智记》方面了解，宇树科技机 器人再次进入马年春晚的节目彩排名单，但尚需等待最后一次彩排效果，才能最终确认是否登陆马年春 晚。 还有消息称，不同于往年单一机型的集中表演，今年春晚机器人实现了"全场景开花"，宇树、科大讯 飞、新松、优必选四大机器人龙头同台竞技，每款机器人都有专属节目与技术绝活。 《中国经营报》记者就此事采访宇树科技方面，对方称有消息会及时同步。 谁的销量高？ 据中央广播电视总台消息，2026年春节联欢晚会"科技+艺术"再度进阶，将"科技智造"深度融入舞美呈 现、内容创作等环节。继扭秧歌的人形机器人引爆蛇年春晚后，2026年春晚舞台将再现人形机器人身 影。 近年来，《人形机器人创新发展指导意见》相关政策陆续发布，为产业发展提供了窗口期。2025年被称 为"人形机器人量产元年"，多家企业发布了量产产品。据中国机器人网不完全统计，2025年中国机器人 行业共发生约200起投融资事件，总额估算超400亿元，其中人形机器人与具身智能领域融资金额超300 亿元。 有消息称，2025年12月，一批具身智能公司在竞逐 2026年总台马年春晚的赞 ...

Group 1: Non-Banking Financial Sector - The non-banking financial index rose by 2.6%, with brokerage and insurance indices increasing by 1.9% and 3.6% respectively, indicating a synchronized upward trend [6][7] - Daily average A-share trading volume reached 2.85 trillion yuan, a significant increase of 137% year-on-year and 51.6% month-on-month, reflecting heightened market trading enthusiasm [7] - The two financing balance stood at 2.63 trillion yuan, maintaining above the 2 trillion yuan mark for 106 consecutive trading days, suggesting sustained market vitality [7] Group 2: Insurance Sector - The "deposit migration effect" is driving sales in the insurance sector, as banks lower deposit rates and long-term deposits become scarce, leading to increased demand for insurance products [8] - The A-share market is performing well, benefiting from policy support and economic recovery, which has improved the investment returns for insurance funds [8] - Major insurance companies have proactively increased their allocations in high-dividend blue-chip stocks and cyclical sectors, enhancing their profit potential in the current market [8] Group 3: Currency and Exchange Rate - The People's Bank of China has implemented counter-cyclical measures to stabilize the RMB exchange rate, aiming to prevent excessive appreciation [11][12] - The estimated waiting settlement amount for foreign trade is approximately 480 billion USD, indicating potential for RMB appreciation if it surpasses the critical threshold of 6.80 [12] - The swap market reflects a shift in RMB appreciation expectations, with state-owned banks becoming net buyers in the swap market, indicating a bullish sentiment towards the RMB [13] Group 4: Food and Beverage Sector - The Consumer Price Index (CPI) for December showed a year-on-year increase of 0.8%, with food prices improving, particularly fresh vegetables and fruits, which rose by 18.2% and 4.4% respectively [16][17] - The food and beverage sector saw a 2.12% increase, with pre-processed food leading the gains at 6.72% [18] - Major retail players like Sam's Club and Alibaba are expanding aggressively, with Sam's Club sales expected to exceed 200 billion yuan in 2026 [19] Group 5: Machinery and Equipment Sector - The "Artificial Intelligence + Manufacturing" initiative aims to enhance the application of AI in manufacturing, with goals set for 2027 to establish a leading global position in AI technology [23] - Numerous Chinese companies showcased their innovations at the CES exhibition, highlighting advancements in robotics and AI applications in manufacturing [24][25]

Investment Rating - The industry investment rating is "Overweight" [1] Core Insights - The report highlights the active mergers and acquisitions in the industry, focusing on global expansion and cutting-edge cooling technologies [3] - The implementation of the "Artificial Intelligence + Manufacturing" initiative aims to enhance the application of AI in manufacturing, with specific targets set for 2027 [13] - The CES exhibition showcased significant advancements in humanoid robotics, with Chinese brands leading in global sales [16] Summary by Sections 1. Policy Tracking - The "Artificial Intelligence + Manufacturing" initiative was released on January 7, 2026, aiming for significant advancements in AI technology and its application in various manufacturing sectors by 2027 [13] - The initiative includes the development of high-level industrial intelligent bodies and the promotion of typical application scenarios [13][14] 2. Robotics Industry Dynamics - The CES exhibition featured numerous Chinese companies showcasing their innovations in humanoid robotics, including products from companies like Zhiyuan Robotics and others [15] - Zhiyuan launched a new simulation platform, Genie Sim 3.0, which integrates advanced technologies for creating high-fidelity environments [16] - The report notes that Zhiyuan's AGIBOT leads in humanoid robot sales globally, with significant market share projected for 2025 [16] 3. Recent Tracking of Export Chain Companies - Juxing Technology forecasts a net profit of 2.419 to 2.764 billion yuan for 2025, reflecting a growth of 5% to 20% year-on-year [20] - The company has shown resilience despite external challenges, with a focus on e-commerce channels and product innovation contributing to its growth [22] - Jack Technology is transitioning to a smart manufacturing service provider, emphasizing the development of AI-integrated sewing machines and solutions for the garment industry [28][29] 4. Market Review - The report notes that the mechanical equipment industry outperformed the broader market, with a weekly increase of 5.39% compared to a decline of 2.79% in the CSI 300 index [31]

Core Insights - The article highlights the dominance of Chinese humanoid robot companies at CES 2026, with 20 companies participating, accounting for 58.8% of the total exhibitors, significantly outpacing the 5 companies from the US and South Korea, each representing 14.7% [2][3]. Group 1: Chinese Humanoid Robot Companies - Chinese humanoid robot companies showcased a wide range of products, including those from YuTree Technology, ZhiYuan Robotics, and others, demonstrating a collective strength in the industry [3]. - ZhiYuan Robotics presented its full series of humanoid robots, including the Expedition A2, which features multilingual interaction capabilities [4]. - The Lingxi X2 robot received positive feedback for its cultural integration through dance and Tai Chi demonstrations [6]. - The G2 robot showcased its adaptability in service scenarios by simulating a hotel waiter [7]. - ZhiYuan also launched the Genie Sim 3.0, an open-source simulation platform aimed at supporting industry technology development [9]. Group 2: Notable Exhibitors and Innovations - Xingdong Era displayed its core products, including the Xingdong L7 and Q5 humanoid robots, which have been implemented in logistics and manufacturing [10]. - The company reported collaborations with 9 of the top 10 global tech firms and secured a significant order worth nearly 50 million yuan in the logistics sector [12]. - Fourier's GR-3 humanoid robot attracted attention for its friendly design and multi-modal interaction system [13]. - YuTree Technology highlighted its humanoid robots H2, R1, and G1, along with quadruped robots, showcasing technological breakthroughs [17]. - The A2 quadruped robot is designed for industrial applications, capable of carrying a load of 25 kg [19]. Group 3: International Competitors - Boston Dynamics announced the mass production of its Atlas humanoid robot, which features advanced capabilities and has secured initial orders from major stakeholders [76][78]. - NEURA Robotics introduced its third-generation humanoid robot, designed in collaboration with Porsche, combining industrial performance with consumer-friendly aesthetics [79][82]. Group 4: Industry Trends and Future Outlook - The CES 2026 event signals a critical period for the commercialization of humanoid robots, with a shift in focus from concept demonstrations to order fulfillment and practical applications [83]. - Key areas of competition will include product reliability, scene adaptability, and scalable profitability, with industrial manufacturing, logistics, and companion services emerging as significant market segments [83].

Core Insights - The CES 2026 showcased humanoid robots as a highlight, with multiple Chinese companies presenting their latest products, attracting significant attention [1][4] - Fourier Intelligent Technology debuted its full-size humanoid robot "Care-bot" GR-3, demonstrating its embodied intelligence in real-life scenarios [1][4] - Zhiyuan Robotics introduced its comprehensive product matrix and the new simulation platform Genie Sim 3.0, showcasing its capabilities in the field of embodied intelligence [1][4] Company Highlights - Fourier's GR-3 features a warm color scheme and "supercar-level" interior materials, equipped with emotional response capabilities, allowing it to interact with users during activities like chess [2][4] - Zhiyuan Robotics presented the compact humanoid robot Q1, which is 53 cm tall, weighs about 4 kg, and integrates 28 self-developed high-precision joints for dynamic balance and interaction [2][4] - Qinglang Intelligent showcased various robots, including the humanoid robot XMAN-R1 and cleaning robots C40 and C55, indicating a strong presence of Chinese companies in the humanoid robot sector [1][4] Industry Trends - The development systems for humanoid robots gained widespread attention, with Zhiyuan Robotics launching its first large language model-driven open-source simulation platform, Genie Sim 3.0, capable of generating tens of thousands of scenarios in minutes [4][5] - The industry is transitioning towards a "platform + ecosystem" model, where leading companies integrate resources through open-source platforms, fostering collaboration among developers and creating a robust industrial cluster [5][6] - The global robotics industry is accelerating its transformation, with a focus on more complex and interactive functionalities that go beyond simple operational intelligence, marking a new growth point for humanoid robots [4][5]

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] - Chinese humanoid robot manufacturers are noted for their advantages in product variety, supply chain efficiency, and cost-effectiveness, with expectations for industry growth by 2026 [1] Group 1: Technology and Applications - Chinese humanoid robot companies demonstrated capabilities in motion control and practical applications across various scenarios, including industrial manufacturing, family companionship, and commercial services [2] - Notable companies like Yushu Technology and Zhongqing showcased advanced technologies in high-precision torque control and dynamic balance through performances with their robots [2] - AI integration was highlighted, with companies like Zhiyuan showcasing robots capable of language interaction and service applications, emphasizing the fusion of "brain" and "body" in real-world scenarios [2] Group 2: Market Expansion and Sales - The CES 2026 served as a crucial platform for Chinese robot companies to expand into global markets, with several companies reporting immediate sales during the event [3] - Companies like Songyan Power are shifting focus from product display to commercial implementation, targeting key regions such as North America, the Middle East, Europe, and Southeast Asia for market expansion [3] Group 3: Supply Chain and Component Innovation - The exhibition featured a concentration of Chinese companies from various segments of the robotics supply chain, indicating a move towards specialization and maturity within the industry [5] - Innovations in dexterous hands were showcased, with companies like Lingxin demonstrating mass-produced high-dexterity products at competitive prices, making advanced components more accessible [5] - Breakthroughs in tactile technology were presented, with companies like Pashini demonstrating advanced sensors that enable new application scenarios [5] Group 4: Software and Remote Operations - Companies like Jijia Vision are focusing on cutting-edge software developments, particularly in world models, which are becoming more mature as data engines in the field of embodied intelligence [6] - Remote operation capabilities were highlighted by companies like Rui Erman, showcasing real-time remote control of robots from Beijing to Las Vegas, demonstrating the potential for global operational networks [6] - The collective presence of Chinese humanoid robot and supply chain companies at CES 2026 indicates a competitive landscape where technological prowess is matched by engineering, commercialization, and ecosystem development capabilities [6]

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]

Core Insights - The report by Omdia highlights the dominance of Chinese manufacturers in the humanoid robot market, with Zhiyuan leading with over 5,100 units shipped, capturing 39% of the global market share [1] - By 2025, the top six humanoid robot manufacturers will all be Chinese, collectively accounting for 86.9% of global shipments [1] Group 1: Market Performance - In 2024, total shipments of humanoid robots are projected to be 2,300 units, increasing to 13,318 units in 2025 [2] - The report indicates that the humanoid robot index rose by 1.66%, with significant stock price increases for companies like Jizhi Co. and Hongxun Technology [3] Group 2: Industry Developments - At CES 2023, several Chinese humanoid robot companies showcased their products, including Zhiyuan's launch of the Genie Sim 3.0 platform, which enhances model training and application [4] - Other companies like Unitree and Fourier Intelligence also presented their latest humanoid robots and solutions, indicating a strong presence in the market [4][5] Group 3: Future Projections - Omdia predicts exponential growth in the humanoid robot market, with global shipments expected to reach 2.6 million units by 2035 [6] - Companies like Zhiyuan and Tesla are positioned as leaders in the industry, driving rapid development and innovation [6] Group 4: Strategic Investments - Companies are actively investing in humanoid robotics, with Hongrun Construction and Guoji Precision Engineering announcing partnerships and new product lines aimed at enhancing their market positions [7] - The domestic humanoid robot shipment is expected to rise to 62,500 units by 2026, marking a significant milestone for the industry [7]

Core Insights - The article highlights that Zhiyuan Innovation, a leading Chinese robotics company focused on embodied intelligence, is projected to lead the global market in humanoid robot shipments and market share by 2025 [1][2]. Group 1: Market Position and Growth - According to Omdia's report, Zhiyuan Robotics is expected to ship over 5,168 humanoid robots in 2026, capturing 39% of the global market share [2]. - Following Zhiyuan, two other Chinese companies, Yushu Technology and UBTECH, hold 32% and 7% of the market share, respectively [4]. - The global sales of humanoid robots are anticipated to grow more than fourfold from 2024 to 2025, indicating a rapidly expanding market [4]. Group 2: Competitive Landscape - The report includes both bipedal humanoid robots and wheeled products with humanoid upper bodies, showcasing a diverse range of offerings in the market [5]. - A study by Citigroup predicts that the number of robots will surge to 648 million units by 2050, with China's current leadership potentially aiding its development [5]. - Omdia notes that Chinese suppliers are setting benchmarks in large-scale production, with humanoid robots being more affordable than those produced by Western companies [5]. Group 3: Technological Advancements - AI integration is enabling robots to perform complex tasks, enhancing their applications across various sectors such as manufacturing, logistics, healthcare, and customer service [5]. - Companies are heavily investing in advanced AI models to improve robot capabilities [5]. Group 4: Product Development and Recognition - At the recent CES event in Las Vegas, Zhiyuan Robotics gained significant international recognition, launching new products including the Genie Sim 3.0 simulation platform and the portable Q1 robot [6]. - Zhiyuan has developed a diverse product matrix of humanoid robots, which are being deployed in various commercial scenarios, including reception, entertainment, industrial manufacturing, logistics, security, data collection, and education [6]. Group 5: Future Projections - Omdia projects that global humanoid robot shipments will exponentially increase to 2.6 million units by 2035, driven by advancements in AI models, dexterous robotic hands, and self-reinforcement learning [8]. - The number of Chinese companies involved in the humanoid robot sector has surpassed 150, supported by favorable industrial policies and training infrastructure [8].

Core Insights - Zhiyuan Robotics launched the open-source simulation platform Genie Sim 3.0 at CES, powered by a large language model [2][4] - Genie Sim 3.0 integrates 3D reconstruction and visual generation, enabling the creation of high-fidelity digital twin environments [2][4] - Developers can generate thousands of training and testing scenarios within minutes by inputting natural language commands [2][4] Data and Features - The company also released a comprehensive simulation dataset containing over ten thousand hours of real robot operation scenarios, covering more than 200 tasks [2][4] - The dataset includes multi-sensor information such as RGB-D, stereo vision, and full-body joint states, addressing various generalization dimensions like background, layout, lighting, and noise [2][4]