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" ...

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].

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 2026 CES showcased a significant presence of approximately 20 Chinese humanoid robot companies, surpassing the total from the US, Japan, South Korea, Germany, and the UK combined [1][2] - Chinese robot manufacturers aim to establish their brands and secure sales during the event, reflecting a matured industry with developed products and sufficient funding [2][5] Group 1: Participation and Goals - Many Chinese companies, including Fourier and Magic Atom, participated for the first time, highlighting a collective effort to impress international audiences with their humanoid robots [2][5] - The primary goal for these manufacturers is to sell their products overseas, with a focus on establishing trust with potential clients before product demonstrations [6][11] Group 2: Market Dynamics - Chinese manufacturers possess a significant advantage in robot manufacturing capabilities, leading to increased curiosity and purchasing interest from US clients [9][11] - The differences in market focus between China and the US are evident, with Chinese audiences more interested in practical applications, while US audiences are still exploring the novelty of the products [13][17] Group 3: Brand Exposure and Challenges - Brand exposure is crucial for Chinese manufacturers, as gaining recognition in the North American market is seen as a stepping stone for further expansion [19][21] - The high costs associated with participating in CES, including booth fees and logistics, pose significant challenges for these companies [23][25][26] Group 4: Preparation and Logistics - The preparation for CES is extensive, requiring early booking and significant financial investment, with transportation costs for humanoid robots being particularly high [25][26] - The time required for preparation and the logistical challenges faced by Chinese companies highlight a disparity between their rapid development pace and the slower pace of overseas event preparations [26][27]

Core Insights - The computer industry is undergoing a "platform reset" that occurs every 10-15 years, with a significant focus on physical AI and the upcoming "ChatGPT moment" [1] - Chinese robotics companies showcased a complete supply chain at CES 2026, with over 30 exhibitors demonstrating various robotic technologies and solutions [1][3] Industry Trends - The presence of Chinese robotics at CES is not new, but this year marks the most comprehensive collective display of the industry [3] - Companies like Yuzhu Technology and others presented innovative robots, highlighting the advancements in the field [3] Company Developments - New entrants like Pasini and Black Sesame Intelligence showcased their technologies, including high-precision tactile sensing and a comprehensive intelligent platform for robotics [4] - Magic Atom reported immediate orders for their products, indicating a shift from mere product display to commercial viability [7] Market Strategy - Companies are focusing on global market expansion, with plans to establish a flexible overseas inquiry and production system to meet international demand [10] - The shift in customer demographics at CES indicates a growing interest from professional buyers, leading to more serious discussions about collaboration [9] Competitive Landscape - The competitive environment is intensifying, with Chinese firms recognizing the need to accelerate R&D and market capture to maintain their lead [9] - The collaboration between foundational technology providers like NVIDIA and Chinese robotics companies illustrates a dual approach to advancing the industry [10]

Core Viewpoint - The article highlights the emergence of Chinese humanoid robot companies at CES 2026, showcasing their advancements and ambitions in the global market, particularly in the context of competition with American and other international firms [4][5][6]. Group 1: Chinese Robot Companies at CES - Approximately 20 Chinese humanoid robot companies participated in CES 2026, surpassing the total number from the US, Japan, South Korea, Germany, and the UK combined [5]. - Many of these companies, including Fourier, Zhijidongli, and Beijing Humanoid Robot Innovation Center, were first-time participants, aiming to establish their brands and secure sales [6][8]. - The presence of Chinese humanoid robots left a strong impression on international audiences, with notable reactions to their capabilities, such as a four-legged robot performing a backflip [7]. Group 2: Sales and Market Strategy - The primary goal for Chinese robot manufacturers at CES was to sell their products, with sales personnel making up about half of the teams attending the event [15][16]. - Key target markets included overseas commercial applications, educational institutions with development needs, and entertainment venues [17]. - Chinese manufacturers possess a significant advantage in the production of robot bodies, leading to increased curiosity and purchasing interest from American customers [19][21]. Group 3: Differences in Market Focus - There is a notable difference in focus between Chinese and American audiences regarding robots; Chinese consumers are more interested in practical applications, while American audiences are still exploring the novelty of robot products [24][26][28]. - Chinese companies are advancing rapidly in application scenarios, while American firms are more focused on foundational technology and general-purpose robots [35][36]. Group 4: Brand Exposure and Market Research - Brand exposure is a critical objective for Chinese robot companies at CES, with many seeking to establish a foothold in the North American market as a stepping stone for global expansion [39]. - Feedback from American users is vital for the iteration of products aimed at global markets, as seen with the "Daitou BoBo" robot [40]. Group 5: Challenges and Costs - Participating in CES involves significant costs, with expenses estimated to be four to five times higher than those for the World Robot Conference (WRC), despite CES offering smaller exhibition spaces [49]. - The logistics of transporting robots to CES are complex and costly, with air freight being six times more expensive than sea freight, leading to a substantial portion of overall costs [48]. - Challenges also include visa issues for R&D personnel, which can limit the technical support available during the event [50][52].

Core Insights - The computer industry is undergoing a "platform reset" that occurs every 10-15 years, with a significant focus on physical AI and the upcoming "ChatGPT moment" [1] - Chinese robotics companies showcased a complete supply chain at CES, with over 30 exhibitors demonstrating various robotic technologies [1][3] Industry Developments - This year's CES marks the most comprehensive collective appearance of Chinese robotics, featuring companies like Yuzhu, Galaxy General, and others, showcasing innovations from humanoid robots to AI-driven solutions [3][5] - The presence of new companies and technologies, such as the TORA-ONE robot from Pasini, highlights the advancements in tactile interaction and embodied intelligence [4][5] Market Engagement - Orders were received on the first day of CES, indicating strong market interest and the effectiveness of showcasing products on a global stage [6] - Companies like Songyan Power are shifting from product display to commercial implementation, targeting key markets in North America, the Middle East, Europe, and Southeast Asia [8] Competitive Landscape - The shift in audience at CES indicates a growing professionalism among attendees, with major enterprises showing interest in robotic solutions [10] - Chinese firms are aware of the competitive landscape and the need for rapid development and market capture to maintain their leading position in humanoid robotics [10][12] Strategic Initiatives - Companies are establishing flexible overseas inquiry and production systems to meet international market demands while ensuring adequate after-sales service [12] - The advancements in robotics and AI infrastructure by companies like NVIDIA complement the efforts of Chinese firms, which are actively developing market-ready solutions [12]

Core Insights - The CES 2026 showcased a significant presence of Chinese robotics companies, accounting for 58.8% of the total exhibitors, with 21 out of 38 companies being Chinese, highlighting the growing influence of China in the robotics sector [1][4] - AI has transitioned from conceptual to practical applications, with products demonstrating real-world utility, particularly in robotics, marking a shift towards functional integration of AI and hardware [2][14] - Boston Dynamics unveiled the second-generation Atlas robot, which features advanced capabilities such as 360-degree joint rotation and high adaptability for complex tasks, emphasizing the competitive landscape in robotics [3][4] Group 1: Chinese Robotics Companies - Notable Chinese exhibitors included Yushu Technology with its combat robot G1, Zhiyuan Robotics showcasing its interactive robots, and Fourier Intelligence presenting the GR-3 humanoid robot [5][7][8] - The event featured a variety of robots, including the Vbot from Vitan Power, which is designed for home use and can operate autonomously without remote control [9][17] - Companies like Robotin introduced the R2 Pro, a modular home robot capable of comprehensive cleaning tasks, while other firms showcased robots for outdoor companionship and AI-driven interactions for children [19][22] Group 2: Technological Advancements - The advancements in AI and robotics were evident, with products like the Booster series robots designed for specific applications in research and events, demonstrating high usage rates [14] - The integration of AI capabilities into various sectors was highlighted, with companies like Chasing Technology showcasing a range of smart cleaning robots and electric vehicles [16] - The CES 2026 marked a turning point for AI hardware, with a focus on practical applications rather than mere concepts, indicating a maturation of the market [30][31]

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].