电子 2026 年 02 月 24 日 行业动态跟踪报告 AI 动态跟踪系列（十六）春晚机器人表演从预设程序走向自主决策 强于大市（维持） 行情走势图 证券分析师 杨钟 投资咨询资格编号 S1060525080001 y angzhong035@pingan.com.cn 徐碧云 投资咨询资格编号 S1060523070002 XUBIYUN372@pingan.com.cn 事项： 马年除夕夜，松延动力、宇树科技、魔法原子和银河通用等机器人公司纷纷登 上央视春晚，炫酷表演成为马年春晚舞台上全场亮点。 平安观点： 行 业 报 告 行 业 动 态 跟 踪 报 告 证 券 研 究 报 告 宇树春晚机器人马年秀出"赛博真功夫"， 集群武术表演成焦点。宇树科 技作为春晚机器人合作伙伴第三次登台亮相，携 G1 与 H2 人形机器人献 上全球首次全自主人形机器人集群武术表演《武 BOT》，演示了翻跟头、 舞棍、跑跳空翻、舞剑等武术特技动作，突破运动性能极限，刷新多个全 球第一次，包括全球第一次连续花式翻桌跑酷、全球第一次弹射空翻等。 其核心亮点在于全自主集群控制技术的首次亮相，同时实现了全球范围内 第一次集群快速跑位，其 ...

Core Viewpoint - The article highlights the impressive advancements in humanoid robotics showcased by Yushu Technology during the Spring Festival Gala, emphasizing their unique technologies and the potential implications for various industries [3][5][6]. Group 1: Technological Advancements - Yushu Technology's humanoid robots, including the G1 and newly released H2 models, demonstrated high dynamic and collaborative autonomous control technology for the first time globally during a martial arts performance [5][12]. - The robots utilized 3D laser radar for scanning and positioning, enabling them to perform complex martial arts sequences while self-monitoring and quickly recovering from any anomalies [12][14]. - The performance showcased the robots' ability to execute high-difficulty stunts with centimeter-level landing precision and dynamic adjustments during high-speed movements [13][14]. Group 2: Practical Applications - The cluster control system demonstrated during the performance can be applied to industrial scenarios such as multi-robot collaborative inspections, warehousing, and assembly lines, enhancing operational efficiency [16][18]. - The robots' real-time fault tolerance capability allows them to adapt to external disturbances, making them suitable for precision assembly, heavy lifting, and domestic service tasks [18][21]. Group 3: Market Position and Financial Performance - Yushu Technology is the global leader in humanoid robot shipments, with over 5,500 units expected to be delivered by 2025, indicating a significant market advantage [25][26]. - The company has maintained profitability, contrasting with competitors like Boston Dynamics, which have faced financial challenges [23][25]. - Yushu's self-developed capabilities and supply chain integration have positioned it to rapidly bring robots to market, similar to the impact of the Ford Model T in the automotive industry [27][29]. Group 4: Future Outlook - The company is advancing in the field of embodied intelligence, aiming to integrate general AI capabilities into robots, allowing them to understand and interact with the real world autonomously [21][22]. - The anticipated growth in the embodied intelligence market could lead to a significant increase in industry activity, potentially surpassing previous technological revolutions [30].