据市场消息，即将登上2026年总台春晚的机器人厂商将达五六家，这也意味着，这次的机器人大秀有可 能从去年的"独角戏"升级为"团体展示"。 截至1月27日，中央广播电视总台官宣的三家机器人厂商分别为魔法原子、银河通用和宇树科技，不过 三家所表达的合作关系有些许区别，其中，魔法原子宣布的是"智能机器人战略合作伙伴"，银河通用机 器人是"指定具身大模型机器人"，宇树科技是"机器人合作伙伴"。 本报（chinatimes.net.cn）记者石飞月 苏州报道 自2025年宇树机器人借春晚舞台引爆关注后，这一顶级IP的"标杆效应"在2026年全面显现。截至1月27 日，已有魔法原子、银河通用与宇树科技官宣春晚合作，根据此前市场上的消息，这股登陆春晚的风 潮，可能还有更多机器人参与者。 这并不意外，由于去年春晚的出圈，去年一年以来，宇树机器人已经火遍大江南北，且参与到越来越多 的表演场景，如演唱会、话剧等，出货量据其透露为全球第一。但这样的成功并不容易复制，业内人士 指出，去年验证的是单品，而今年验证的将是整个机器人赛道。 花落谁家 魔法原子总裁顾诗韬表示，魔法原子致力于让广义机器人服务于地球每个角落，期待此次合作，能够向 ...

Core Viewpoint - The emergence of embodied intelligence companies as partners for the 2026 Spring Festival Gala signifies a shift in industry perception, with increased recognition of the investment potential in robotics following the 2025 Spring Festival [1][7]. Group 1: Industry Trends - The participation of embodied intelligence companies in the Spring Festival Gala is seen as a turning point, allowing the general public to experience robots, which enhances market application value [1][7]. - The industry has witnessed a change in investment attitudes, with previous hesitations due to high costs and implementation challenges now replaced by a recognition of the necessity for investment [1][7]. Group 2: Company Highlights - Yushu has officially announced its role as a robot partner for the 2026 Spring Festival Gala, marking its third participation after showcasing a robotic cow in 2021 and a humanoid robot program in 2025 [2][8]. - Yushu's humanoid robot production reached over 5,500 units in 2025, with ongoing efforts towards an IPO [2][8]. - Galaxy General Robotics has been designated as the official partner for embodied large model robots for the 2026 Spring Festival Gala, boasting a significant data set for robot training [2][8]. - Galaxy General Robotics completed a financing round of over $300 million in December 2025, achieving a valuation of $3 billion [3][9]. - Magic Atom has also been announced as a strategic partner for the 2026 Spring Festival Gala, showcasing its self-developed hardware and various robotic products [4][10][11]. Group 3: Market Developments - The trend of robotics companies appearing on major television events has been growing, with multiple firms showcasing their technologies [5][11]. - The debut of a versatile robot artist group by Zhiyuan Robotics at a New Year's Eve concert highlights the increasing integration of robotics in entertainment, supported by advanced platforms for content adaptation and learning [6][11].

在商业落地方面，公司以具身智能机器人为核心，推出无人咖啡、无人药房等多业态门店解决方案，推 动"具身智能+X"在消费场景融合。未来1—2年，计划拓展全球团队，联动超千家合作伙伴，覆盖千城 万店。 公司认为，具身智能的规模化是一场技术、产品与生态协同的系统工程。(齐和宁) 此外，公司全球化进展显著，2025年海外业务占比超30%，覆盖27个国家和地区，在欧美、东南亚等地 推进本地化落地。 生态建设上，魔法原子启动开源计划，降低开发门槛，并推出"启明星"产研合作计划，与清华、斯坦福 等高校携手攻关关键技术。通过"聚光计划"与星空计划、阿里云、中铝集团等企业达成生态合作。 2026年1月23日，魔法原子全球合作伙伴大会于苏州举行。大会通过沉浸式场景体验、主题演讲及签约 等环节，全面展示其战略、技术与生态布局。同日，魔法原子宣布成为2026央视春晚智能机器人战略合 作伙伴。 在具身智能迈向规模落地的关键阶段，魔法原子提出以"商品化+全球化"构建可持续增长路径。联合创 始人顾诗韬阐述了"1+2+N"战略框架：以全栈自研能力为底座，以两条核心产品线推动场景落地，以N 个生态触点扩展协同生态。 技术层面，魔法原子坚持软硬一 ...

Core Insights - The CES 2026 in Las Vegas showcased a strong presence of Chinese humanoid robotics companies, indicating a shift from laboratory innovations to real-world applications [2][3] - The event highlighted the increasing popularity and competitiveness of Chinese robotics in the global market, with many companies making their debut at CES [3][6] Group 1: Company Highlights - Unitree Technology's booth attracted significant attention with a robot fighting demonstration, showcasing the capabilities of their G1 humanoid robots [3][5] - The debut of ZhiYuan Robotics featured a dancing humanoid robot, which captivated foreign audiences and emphasized China's innovative edge in robotics [6] - Fourier's "Care-bot" concept prototype aims to explore emotional companionship through a lightweight design, targeting over 2,000 medical institutions globally [10][11] Group 2: Market Trends - The event saw a notable focus on consumer-oriented (C-end) products, with companies like VITAPOWER introducing interactive four-legged robots that can autonomously follow users [10][15] - Magic Atom reported that over 60% of its revenue comes from overseas, highlighting the global demand for their robots, including the MagicBot Gen1 for industrial applications [15] - Companies are leveraging CES for brand exposure and to secure overseas orders, aiming to establish a foothold in international markets [15]

Core Viewpoint - The article highlights the significant presence and impact of Chinese humanoid robotics companies at CES 2026, showcasing their advancements and market readiness, indicating a shift from laboratory innovations to real-world applications [3][4]. Group 1: Event Highlights - At CES 2026, various Chinese embodied intelligence companies, including Unitree, Galaxy General, and Fourier, attracted considerable attention, with many participating for the first time [5][7]. - Unitree's booth featured a robot fighting competition that captivated the audience, demonstrating the engaging capabilities of their humanoid robots [5][7]. - The event showcased a variety of robots, including those performing synchronized exercises and demonstrating dexterity, such as a robot from Singapore that could pick up a lightweight flyer [7][8]. Group 2: Product Innovations - Fourier introduced a desktop "Care-bot" concept aimed at providing emotional companionship, designed for customization and interaction [13]. - Vitas Power's four-legged robot, Bobo, drew crowds with its interactive features and capabilities, including a maximum speed of 13.3 km/h and a load capacity of 12 kg [15]. - Magic Atom reported that over 60% of its revenue came from overseas in 2025, highlighting the global demand for their robots, including the MagicBot Gen1, which has been successfully implemented in industrial settings [17]. Group 3: Market Strategy - Many participating companies aimed to enhance brand visibility and secure overseas orders, focusing on expanding their presence in key markets such as North America, Europe, and the Middle East [17]. - Companies like Songyan Power are targeting significant market expansion, with plans to achieve a scale of a thousand units in the second quarter of the year [17].

Core Insights - The focus of the WAIC and WRC this year is on practical applications of robotics, moving away from mere demonstrations of capabilities to real-world tasks such as sorting on production lines and retail operations [3][12][19] - The emergence of embodied intelligence is highlighted, with many companies showcasing robots that can interact and perform complex tasks, indicating a significant advancement in the field [6][8][21] Group 1: Event Highlights - The WAIC featured 80 companies focused on embodied intelligence, showcasing robots like boxing humanoids and agile quadrupeds [3][6] - At the WRC, robots demonstrated various skills, including delivering goods and engaging in interactive games, emphasizing their practical utility [3][8] - Companies like Yushutech and Zhiyuan Robotics attracted attention with their advanced humanoid robots capable of complex movements and interactions [6][9] Group 2: Technological Advancements - The integration of large models and high-precision dynamic performance has expanded the application scenarios for robots [5] - Companies are focusing on enhancing the realism and emotional engagement of robots through advanced expression simulation and sensory technologies [21][24] - The development of versatile robotic hands and components is crucial for the overall functionality of humanoid robots, with several companies showcasing innovative designs [30][31] Group 3: Industry Trends - The trend towards a diverse product ecosystem is evident, with companies developing a wide range of robots for various applications, from industrial to service sectors [28] - The industry is witnessing a deepening of the supply chain, with a focus on collaborative technologies and shared innovations among manufacturers [29] - The commercialization of robots in retail and service industries is progressing, with several companies demonstrating robots capable of performing specific tasks in real-world environments [18][19]

Core Viewpoint - Magic Lab showcases its comprehensive strategy of "full family," "full scene," and "full ecology" at the WRC 2025, aiming to accelerate the implementation of embodied intelligence and contribute to the development of new productive forces [5][21]. Group 1: Product Showcase - Magic Lab presents a strong lineup of robots, including the humanoid robot "Xiao Mai," high-dynamic humanoid robot MagicBot Z1, consumer-grade quadruped robot MagicDog, wheeled quadruped robot MagicDog-W, and the industrial quadruped robot MagicDog Y1 [7][11]. - The performance of the robots, particularly the "Silicon-based Dance Troupe," highlights the advanced distributed motion control architecture, showcasing real-time responsiveness and high levels of anthropomorphism [9][11]. - The industrial quadruped robot MagicDog Y1 features an IP67-rated sealed body, capable of operating in extreme temperatures from -20°C to 55°C, with centimeter-level positioning accuracy and dynamic obstacle avoidance [11][20]. Group 2: Application Scenarios - Magic Lab emphasizes the importance of industrial applications, demonstrating the humanoid robot Gen-1's dual-hand operation in a glue dispensing scenario, achieving high efficiency and precision in industrial processes [14][17]. - In commercial settings, the humanoid robot showcases a "walk and talk" guiding function, providing real-time updates and customizable features through an app, enhancing user experience [17]. - The consumer-grade quadruped robot MagicDog offers companionship and entertainment functions, equipped with an app for voice interaction and easy control, catering to family needs [17]. Group 3: Strategic Ecosystem - Magic Lab aims to build an ecological system for humanoid robots through horizontal and vertical collaborations, launching the "Thousand Scenes Co-Creation" plan to partner with 1,000 global partners to create 1,000 application scenarios [20][21]. - The humanoid robot "Xiao Mai" utilizes the proprietary end-to-end embodied large model MagicMind, enabling human-like reasoning and global understanding in open scenarios [20]. - The company has established a complete robotic solution for automation transformation and has rapidly integrated scenes, products, research, manufacturing, and delivery in the domestic humanoid robot industry [20][21].

Core Viewpoint - The humanoid robot industry is experiencing significant movements, with a focus on commercialization and technological advancements leading to a potential boom in applications by 2025 [2][8]. Group 1: Market Movements - On July 28, humanoid robot concept stocks saw collective surges, with leading stock Upwind New Materials hitting a daily limit up of 20%, and other stocks like Shenghong Technology and Guangdian Co. also showing substantial gains [4][10]. - Since early July, Upwind New Materials has seen a cumulative increase of nearly 920% [2]. Group 2: Technological Developments - At the WAIC 2025, various companies showcased their latest humanoid robots, including Yushu Technology's G1 combat robot, which features 29 flexible joints and an intelligent balance algorithm [4][5]. - The event highlighted the transition of humanoid robots from mere demonstrations to practical applications capable of solving real-world problems [8]. Group 3: Material Innovations - PEEK (Polyether Ether Ketone) material stocks also experienced a rise, with a sector index increase of over 4% on July 28, driven by its lightweight and high-performance characteristics [10][11]. - PEEK is recognized for its excellent mechanical properties, high-temperature resistance, and corrosion resistance, making it an ideal candidate for reducing the weight of humanoid robots, thereby enhancing their mobility and energy efficiency [10][11]. Group 4: Future Prospects - The humanoid robot sector is expected to benefit from advancements in PEEK materials, which can significantly lower energy consumption and maintenance costs while maintaining strength and rigidity [11][12]. - The integration of humanoid robots with artificial intelligence (AI) technologies is seen as a promising avenue for future development, with companies like Tesla leveraging shared AI resources for enhanced functionality [8].