以下文章来源于雷达Finance ，作者X编辑 今年导演组的目标是实现具身智能机器人与复杂艺术形式呈现的深度融合。 作者丨 丁禹 编辑丨 孟帅 来源丨 雷达Finance 继去年宇树机器人身穿大花袄扭秧歌火爆刷屏后，即将到来的马年春晚，全国观众将目睹多家机器人公司"扎堆"亮相春晚舞台的壮观景象。 1月23日，中央广播电视总台与魔法原子携手官宣，魔法原子正式成为2026年春节联欢晚会智能机器人战略合作伙伴。 仅仅两天后的1月25日，中央广播电视总台再度官宣，银河通用机器人正式成为总台2026年春节联欢晚会指定具身大模型机器人。 紧接着1月26日，宇树科技也对外宣布，公司成为2026年春晚机器人合作伙伴，这意味着其将第三次登上春晚舞台。 雷达Finance . 遨游广袤的财富世界。 将投中网设为"星标⭐"，第一时间收获最新推送 目前，上述三家即将亮相马年春晚的机器人公司，均未透露有关春晚的具体安排，同时也不排除后续还会有其他机器人品牌亮相春晚舞台的可能。 据新华网报道，总台马年春晚是"科技+艺术"的再升级，将"科技智造"融入舞美呈现、内容创作等，丰富人们对年味的缤纷想象。 继蛇年春晚扭秧歌的智能机器人跻身"顶流" ...

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 ...

从主打家庭陪伴的Magic Dog，到拥有超强运控优势的MagicBot Z1，魔法原子的产品矩阵既展现了中国 智造的多元布局，更实现了从"技术探索"到"生活落地"的扎实跨越。在马年春晚舞台上，这些机器人不 再是单纯的技术展品，而是文化表达的新载体——或许会与传统舞蹈相融，或许会成为互动环节的核 心，用科技语言演绎中华优秀传统文化的新时代内涵。 顾诗韬强调："科技的终极价值是服务生活、赋能文化。我们希望通过春晚这个平台，让全世界看见中 国智造如何在真实生活中温暖落地、生动生长。"随着马年春晚日渐临近，魔法原子与央视的携手，必 将为观众带来一场兼具科技感与文化感的视听盛宴，也为智能机器人产业赋能文化领域探索出全新路 径。 千年年味与前沿科技相遇，一场融合中国智造与传统文化的盛宴已箭在弦上。魔法原子将登上2026年央 视春晚舞台，这不仅是智能机器人技术的一次高光亮相，更是科技与传统文化双向赋能的鲜活实践，将 在守岁之夜向全球传递中国创新的温度与力量。 春晚作为国家级文化IP，一直是展现中国发展成就的重要窗口。此次选择魔法原子作为智能机器人战略 合作伙伴，无疑是对中国具身智能技术发展水平的高度认可。魔法原子靠多形态 ...

Core Insights - The 2025 IEEE/RSJ International Conference on Intelligent Robots and Systems (IROS 2025) in Hangzhou focuses on the deep integration of artificial intelligence and robotics, showcasing China's advancements in the robotics industry [1] - The conference highlights a shift from isolated breakthroughs to a systematic and ecological development stage in China's robotics technology [1] Humanoid Robots: From Technical Marvels to Practical Applications - Humanoid robots are a focal point, with companies showcasing diverse technological paths and commercialization strategies [2] - Companies like Fourier Intelligence and ZhiYuan Robotics are exploring emotional interaction and open-source strategies, while others like Magic Atom and ZhuJi Dynamics are enhancing humanoid robot movement through imitation and reinforcement learning [2] ZhiYuan Robotics - ZhiYuan Robotics presented a comprehensive display of its full product range and scene layout, emphasizing its all-stack technology and open-source ecosystem [3] - The company showcased its "Expedition," "Lingxi," and "Spirit" product families, highlighting their capabilities in commercial, interactive, and industrial applications [5] PNDbotics - PNDbotics aims to simplify the development, simulation, and deployment of humanoid robots, focusing on model-based gait planning and embodied intelligence algorithms [7][9] - The company has established a self-owned manufacturing center, achieving complete autonomy in the development and production of core components [9] Magic Atom - Magic Atom demonstrated its strong capabilities with a high self-research rate of 90%, showcasing a complete product matrix of humanoid and quadruped robots [10][12] - The company has rapidly launched multiple new products since June 2025, indicating a fast-paced commercialization process [12] Fourier Intelligence - Fourier showcased its "Care-bot" concept and the N1 robot, emphasizing its open-source strategy and collaboration with global developers [13][15] - The company aims to transition from a manufacturer to a foundational player in the embodied intelligence ecosystem [15] Zero Point Robotics - Zero Point Robotics highlighted its milestone in achieving long-sequence multi-task operations, establishing itself as a leader in the commercialization of embodied intelligence [16][18] ZhuJi Dynamics - ZhuJi Dynamics presented its humanoid robot Oli and the TRON 1, showcasing advanced capabilities in movement and stability [19][21] - The company has achieved a commercial closed-loop process for its products, which are now being delivered globally [22] ZhiShen Technology - ZhiShen Technology displayed its comprehensive technology service capabilities across the entire robotics industry chain, emphasizing its confidence in driving industrialization [23][25] LingYu Intelligent - LingYu Intelligent introduced its TeleAvatar remote operation robot system, integrating VR technology for immersive control experiences [28][30] Core Components: Precision Breakthroughs - The conference highlighted the importance of core components in robotics, with companies focusing on breakthroughs in joint modules, end-effectors, and sensors [31] - Modular and standardized designs are becoming mainstream, reducing R&D costs and accelerating product iterations [31] QingTong Vision - QingTong Vision showcased its intelligent data collection platform, addressing the industry's need for high-quality training data for humanoid robots [32][34] LingXin QiaoShou - LingXin QiaoShou presented its bionic dexterous hand products, demonstrating the capabilities of embodied intelligence in precise and flexible operations [35][37] Kunwei Motion Technology - Kunwei Motion Technology showcased its digital three-dimensional force measurement platform, providing critical data for optimizing robot control algorithms [39][41] YinShi Robotics - YinShi Robotics presented its micro servo cylinders and bionic dexterous hands, redefining the capabilities of robotic end-effectors [43][45] Oak Fruit Robotics - Oak Fruit Robotics focused on high-precision tactile perception, showcasing its Tac3D multi-modal tactile sensor for fine autonomous operations [47][49] LingZu Era - LingZu Era demonstrated its integrated joint modules, achieving significant growth in shipments and showcasing its competitive edge in the global market [50][52] Industrial Robots: AI Integration Driving Innovation - The conference revealed a new paradigm in industrial robots, where AI is becoming a core driving force, enabling robots to handle complex tasks previously reliant on human expertise [53] - Companies like Faao Robotics showcased their comprehensive solutions from core components to industry applications, emphasizing their role in automating complex processes [54][56]

Core Insights - The core focus of the company is on the commercialization and practical application of general-purpose humanoid robots, aiming to integrate them into various industries and scenarios [2][3][5] Group 1: Company Overview - Magic Atom, founded in January 2024, has rapidly completed two rounds of financing exceeding 100 million yuan within six months, establishing itself as a significant player in the robotics sector [3] - The company has developed a closed-loop ecosystem that includes full-stack self-research technology, comprehensive layout, and scenario-based applications, ensuring a solid foundation for its commercialization process [3][6] Group 2: Technological Development - The company has self-developed a dexterous hand and a general-purpose embodied intelligence model, enabling robots to perform tasks across various scenarios with human-like operational capabilities [4][6] - Magic Atom's hardware self-research rate is 90%, covering key components such as joint modules, dexterous hands, reducers, and drivers, which allows for rapid application of cutting-edge technology [6] Group 3: Market Strategy - The company emphasizes the importance of general-purpose robots to unlock their potential across diverse industries, avoiding limitations caused by fragmented applications [5][10] - The "Thousand Scenes Co-Creation Plan" aims to expand partnerships with 1,000 collaborators and create 1,000 application scenarios for humanoid robots, with over 50 leading companies already participating [5][10] Group 4: Application Scenarios - Industrial applications are a primary focus, with the humanoid robot MagicBot undergoing extensive training in factory environments to adapt to complex collaborative tasks [8][9] - The company is also exploring commercial and home scenarios, deploying robots for tasks such as welcoming customers and providing companionship [9][10] Group 5: Future Outlook - The transition from B-end to C-end markets is anticipated to take at least five years, requiring advancements in technology and significant cost reductions for widespread household adoption [10][12] - The company is committed to continuous technological breakthroughs and cost reductions while leveraging B-end experiences to build trust and facilitate the transition to C-end markets [10][12] Group 6: Talent and Organizational Structure - The company has a young and dynamic team, with over 80% of its 300 employees in research and development, fostering an innovative environment through a quarterly innovation incentive mechanism [13][14] - Magic Atom values talent that fills strategic gaps and brings diverse perspectives, ensuring a results-oriented approach to career development and organizational growth [14][15]

Core Viewpoint - MagicDog Y1 is the first industry application quadruped robot launched by Magic Atom, designed for inspection, security, and rescue applications, aiming to enhance the practical use of robots in real-life scenarios [3][13]. Performance Highlights - MagicDog Y1 excels in four key dimensions: all-terrain capability, load capacity, speed, and battery life, setting a new benchmark for quadruped robots [5]. - The robot can climb slopes of 45 degrees and cross steps up to 40 centimeters, demonstrating exceptional all-terrain capabilities [5]. - It has a continuous walking load capacity of 45 kg and a maximum standing load of over 150 kg, broadening its application scenarios [5]. - The running speed can reach 6 m/s, enabling quick responses in scenarios like patrol and disaster reconnaissance [5]. Operational Features - Y1 is rated IP67 for dust and water resistance, operating stably in temperatures from -20°C to 55°C, with a battery life of 4 to 6 hours and a range exceeding 20 kilometers [7]. - It supports rapid battery replacement and automatic recharging, allowing for 24/7 continuous operation [7]. Application Scenarios - Y1 is equipped with various external interfaces for functional expansion and secondary development, targeting multiple industries such as power, manufacturing, and security [9]. - In power plants and chemical factories, Y1 can be equipped with infrared thermal imaging and multi-gas detection modules for real-time monitoring and anomaly reporting, significantly reducing the risks associated with manual inspections [11]. - The robot can autonomously patrol complex terrains and carry rescue equipment for tasks like material delivery and personnel search and rescue, enhancing safety in emergency situations [11]. Product Line and Vision - MagicDog Y1 is the third new product released by Magic Atom this year, following the high-dynamic biped robot MagicBot Z1 and the wheeled quadruped robot MagicDog W, showcasing the company's diverse product offerings [13]. - The launch of Y1 reflects the company's commitment to empowering various industries and realizing the vision of "letting general robots serve every corner of the Earth" [13].

Core Insights - The humanoid robot industry is experiencing significant growth, with a projected sales increase of 125% in China this year, potentially exceeding 10,000 units sold [1] - The market size for humanoid robots in China is expected to reach 8.239 billion yuan, accounting for approximately 50% of the global market [1] - Companies in Jiangsu province are showcasing strong competitive advantages and innovative capabilities, contributing to the rapid development of the humanoid robot sector [6][8] Group 1: Sales Performance - Shenzhen Youbixun Technology Co., Ltd. announced a major contract worth 250 million yuan, marking the largest single contract in the global humanoid robot market [1] - Jiangsu Yunmu Intelligent Manufacturing Co., Ltd. reported sales in the first eight months of this year that are 2.5 times higher than the total sales for the previous year [2] - Nanjing Avatar Robot Technology Co., Ltd. saw a sales increase of approximately 100% in the same period, reflecting strong market demand for humanoid robots [4] Group 2: Product Diversity and Innovation - Jiangsu Yunmu offers a diverse range of humanoid robots, including educational, industrial, and cultural tourism models, with the cultural tourism model being the best seller [2] - The humanoid robots feature advanced interaction capabilities, with 66 degrees of freedom for body movement and 26 for facial expressions, allowing for a wide range of actions and responses [2] - The development of key components, such as the double-curve harmonic reducer, has improved the performance and precision of humanoid robots, enhancing their market competitiveness [6] Group 3: Industry Support and Development - The Jiangsu provincial government has implemented targeted policies to guide the development of the humanoid robot industry, including specific action plans for cities like Nanjing and Wuxi [8] - Collaborative efforts between universities and companies, such as the establishment of the Suzhou University-Legou Humanoid Robot Collaborative Innovation Research Institute, are fostering technological advancements in the sector [7] - The presence of a complete supply chain in Jiangsu is providing solid support for the large-scale development of the humanoid robot industry [6] Group 4: Future Outlook - The humanoid robot industry is viewed as being in a promising growth phase, with ongoing advancements in technology and applications [10] - Companies are focusing on enhancing the versatility and generalization capabilities of humanoid robots to adapt to various operational needs [10] - The future vision for humanoid robots is to serve as collaborators rather than replacements for human labor, aiming to improve overall productivity and efficiency in various sectors [11]

Core Viewpoint - The first World Robot Sports Competition highlighted that the robotics industry is still in its early development stage, with no clear technological leader emerging yet, and many companies, including Magic Atom, showing potential for growth and innovation [1][2][4]. Group 1: Competition Landscape - The competition revealed that many companies, apart from Yushu and Tiangong, are still in the early stages of development, with no significant technological gaps between them [1]. - Magic Atom's MagicBot Z1 demonstrated competitive performance, achieving first place in preliminary heats for 100m and 400m races, showcasing its potential against established products like Yushu's G1 [2][4]. Group 2: Product Development and Strategy - Magic Atom's product line spans from consumer-grade robots to professional robots, with a focus on differentiating features while targeting similar categories as Yushu [5][6]. - The company aims to redefine industry standards rather than merely replicate Yushu's success, emphasizing unique product characteristics and user experiences over price competition [10][11]. Group 3: Technological Advancements - Magic Atom's technology is built on a foundation of robust algorithms and data-driven models, allowing for high dynamic performance and adaptability in various environments [14][15]. - The company employs a mixed data approach, utilizing 80% real data and 20% simulated data to enhance its algorithms, which is crucial for adapting to complex real-world scenarios [15]. Group 4: Future Outlook - The robotics industry is transitioning from a focus on technical specifications to real-world application and user experience, with companies like Magic Atom positioning themselves to lead this shift [17][18]. - Magic Atom is building a comprehensive ecosystem that integrates technology, scene adaptability, and collaborative capabilities, aiming to transform robots from experimental products into practical solutions for various industries [18][20].