2026.01.07 本文字数：2019，阅读时长大约4分钟 作者 |第一财经 刘佳、乔心怡 拉斯维加斯当地，CES 2026（美国拉斯维加斯消费电子展）刚刚开馆十几分钟，中国人形机器人已 经"先声夺人"。机器人格斗、人机同台互动、赛博遛四足狗，跳操、热舞、递名片。中国具身智能企业 用一场高密度技术秀迅速点燃现场人气，也让越来越多海外观众直观感受到：中国机器人，正在从实验 室走向真实的市场和生活。 智元宇树人气旺，老外点赞中国机器人 可能是觉得机器人互博还不够刺激，很快有观众互动参与人机格斗，展位人气十足。 搏击台一侧，多台机器人正"静坐"待命，其中R1机器人的座椅上标着4900美元的极具竞争力的售价。 紧邻宇树的众擎机器人展台则呈现了另一种画风：一台机器人正动作整齐地做着"第八套广播体操"，展 示其关节协调性。 而在宇树与众擎对面的新加坡机器人公司Sharpa，则是第一次参展。工作人员正指挥机器人精准地捏起 一张轻薄的宣传单，放到记者手边，以此展示其拥有22个关节的灵巧手。谈及与中国企业的竞争，对方 表示："大家各有所长。" 第一次参展的星海图展台上，一位工作人员告诉第一财经记者，此次他们带来了从关节模组到 ...

2026.01. 07 本文字数：2019，阅读时长大约4分钟 作者 | 第一财经 刘佳、乔心怡 可能是觉得机器人互博还不够刺激，很快有观众互动参与人机格斗，展位人气十足。 搏击台一侧，多台机器人正"静坐"待命，其中R1机器人的座椅上标着4900美元的极具竞争力的售 价。 紧邻宇树的众擎机器人展台则呈现了另一种画风：一台机器人正动作整齐地做着"第八套广播体 操"，展示其关节协调性。 而在宇树与众擎对面的新加坡机器人公司Sharpa，则是第一次参展。工作人员正指挥机器人精准地 捏起一张轻薄的宣传单，放到记者手边，以此展示其拥有22个关节的灵巧手。谈及与中国企业的竞 争，对方表示："大家各有所长。" 第一次参展的星海图展台上，一位工作人员告诉第一财经记者，此次他们带来了从关节模组到机械臂 和机器人的全线产品。她表示参展主要希望拓展海外业务。目前星海图的海外客户主要来自海外开发 者做模型和应用。 人气最旺的是首次海外亮相的智元机器人。CES开展约18分钟，第一财经记者看到一台戴着草帽热 舞的人形机器人吸引了大量外籍观众驻足拍照。而此前由"天才少年"稚晖君发布的全身力控人形机 拉斯维加斯当地，CES 2026（美国拉 ...

"即便是海外机器人企业，到了硬件制造环节，多少也离不开中国供应链。" 拉斯维加斯当地，CES 2026（美国拉斯维加斯消费电子展）刚刚开馆十几分钟，中国人形机器人已经"先声夺人"。机器人格斗、人机同台互动、赛博遛四足 狗，跳操、热舞、递名片。中国具身智能企业用一场高密度技术秀迅速点燃现场人气，也让越来越多海外观众直观感受到：中国机器人，正在从实验室走向 真实的市场和生活。 智元宇树人气旺，老外点赞中国机器人 第一财经记者看到，CES开幕仅13分钟，宇树科技（Unitree）并不算大的展台便被围了不少观众。展台中央，一场"机器人格斗赛"正在上演：两台头戴红蓝 头盔的G1人形机器人拳脚相加，其中一台险些被击出场外，激烈的对抗引发观众阵阵惊呼。 可能是觉得机器人互博还不够刺激，很快有观众互动参与人机格斗，展位人气十足。 搏击台一侧，多台机器人正"静坐"待命，其中R1机器人的座椅上标着4900美元的极具竞争力的售价。 紧邻宇树的众擎机器人展台则呈现了另一种画风：一台机器人正动作整齐地做着"第八套广播体操"，展示其关节协调性。 而在宇树与众擎对面的新加坡机器人公司Sharpa，则是第一次参展。工作人员正指挥机器人精准地 ...

店内将展示包括G1人形机器人、Go2四足机器狗在内的多款产品，消费者可以现场体验并直接购买，或 通过扫描二维码在线下单，选择门店自提或京东配送。 在产品方面，宇树科技已推出多款机器人。其中，人形机器人G1定价为9.9万元起，R1定价为3.99万元 起，H1定价为65万元。 公司还在2025年10月发布了新一代仿生人形机器人Unitree H2，其身高180厘米，重70公斤，形态更接近 真人。 根据宇树科技官方微博发布信息，其与京东合作的首家线下体验店将于2025年12月31日在北京双井的京 东MALL开业。 相关微博截图 在软件生态上，宇树科技于2025年12月13日推出了名为"App Store"的人形机器人应用商店。该平台集成 了"用户广场"、"动作库"等模块，用户无需编程即可像安装手机应用一样，为机器人下载和部署舞蹈、 武术等动作技能。 公司创始人王兴兴曾透露，宇树科技在2024年营收已超过10亿元人民币，并且实现了连续盈利。其四足 机器人产品在全球市场占据主导地位，2024年销量约占全球市场的69.75%。 此外，公司的IPO上市辅导工作已于2025年11月15日完成，拟申请在境内上市。 本文系观察者 ...

Core Insights - The article discusses the recent financing of the humanoid robot company Songyan Power, which raised nearly 200 million yuan in a Pre-B+ round led by CICC Capital, with plans to enhance technological innovation and expand application scenarios [3] - The company has completed five rounds of financing in 2023, totaling nearly 500 million yuan, indicating strong investor interest in the humanoid robot sector [3] - Songyan Power aims to penetrate the consumer market by collaborating with "Programming Cat" to create a humanoid robot programming education lab, targeting tech enthusiasts and young learners [3] Financing and Growth - Songyan Power's recent financing round follows a previous Pre-B round of nearly 300 million yuan, showcasing rapid growth and investor confidence [3] - The company has a total financing amount of nearly 500 million yuan within a month, reflecting a strong upward trajectory in the humanoid robot industry [3] Strategic Direction - The company plans to leverage educational scenarios as a starting point to penetrate the consumer market, contrasting with the industry's focus on B-end applications [3] - The launch of the high-performance humanoid robot "Bumi" priced under 10,000 yuan is a strategic move to make humanoid robots more accessible to families [3] Founder Insights - The founder, Jiang Zheyuan, emphasizes the importance of connecting technology with market needs, reflecting a shift from a purely technical focus to a more market-oriented approach [4][5] - Jiang's entrepreneurial journey highlights the challenges faced by young founders in establishing credibility and navigating the business landscape [4][5] Market Positioning - The company positions itself as a pioneer in the low-cost humanoid robot market, aiming to expand the customer base by offering products at significantly lower prices compared to competitors [7][8] - Jiang believes that reducing the price of humanoid robots to below 10,000 yuan will open up a larger market segment, differentiating their approach from competitors who are engaged in price wars [8][9] Cost Management - The company focuses on optimizing design and production processes to achieve lower costs, with a significant portion of cost savings attributed to design decisions [10][11] - Jiang asserts that effective cost management is crucial for the company's success and is a top priority for leadership [10][11] Product Development - The development of "Bumi" was executed with high efficiency, reflecting the company's strong execution capabilities and commitment to rapid product development [12] - The product is designed to cater to both B-end (educational institutions) and C-end (families with children) markets, indicating a dual approach to market penetration [16] Competitive Landscape - Jiang acknowledges the presence of competitors like Yushun but emphasizes the unique market positioning and product differentiation of Songyan Power [21][24] - The company aims to avoid direct competition by targeting consumer markets, which are perceived as less saturated compared to traditional B-end markets [18] Future Outlook - The company anticipates strong sales growth, projecting to rank among the top in the humanoid robot industry by next year [29] - Jiang expresses confidence in the financial model, indicating that achieving sales of over 10,000 units will cover research and development costs [30] Industry Context - The article highlights the broader trends in the humanoid robot industry, including the potential for significant growth and the challenges of scaling technology to meet consumer needs [46] - Jiang reflects on the industry's evolution, noting that while the current market is competitive, there remains substantial room for innovation and market expansion [46]

Group 1 - The establishment of a new thorium-based molten salt experimental reactor in China marks a significant advancement in nuclear fuel diversification, enabling the use of thorium, which is abundant in China, for safe and efficient power generation [1] - The successful conversion of thorium-uranium nuclear fuel in this reactor positions China as the only country globally to operate such a molten salt reactor with thorium fuel [1] - The integration of thorium fuel technology with energy storage and hydrogen production is expected to contribute to a low-carbon composite energy system [1] Group 2 - The ongoing technological revolution and industrial transformation necessitate a focus on innovation as the primary driving force for development, especially in the context of global competition for strategic innovation resources [2] - The construction of the Shanghai-Chongqing high-speed railway is set to enhance economic connectivity among major urban clusters, promoting industrial collaboration and efficient resource allocation across eastern, central, and western China [2] - Achieving coordinated development and leveraging regional advantages are essential for expanding the domestic economic cycle in a country with vast geographical and demographic diversity [2] Group 3 - The global challenges of climate change, resource depletion, and environmental pollution underscore the necessity of a green transition for sustainable development [3] - The emphasis on ecological civilization highlights the importance of long-term thinking and the need to prioritize green development as a foundation for future growth [3] - Collaborative efforts and maintaining supply chain integrity are crucial in navigating the complexities of global economic challenges, as emphasized in recent APEC meetings [3] Group 4 - China's commitment to opening up its economy is reflected in initiatives like the Hainan Free Trade Port and the high transaction volume at the recent China International Import Expo, indicating a growing alignment of interests with other countries [4] - The focus on equitable development outcomes aims to enhance the quality of life for all citizens, with community projects and cultural initiatives gaining traction [4] - The drive for shared development is seen as a means to foster national stability and individual happiness, aligning with the broader goals of national rejuvenation and strong country construction [4]

Group 1 - The core point of the article highlights the recognition of over 20 Chinese tech companies in the 2025 "300 Best Inventions" list by Time Magazine, showcasing significant advancements in various fields including AI, robotics, and wearable technology [1][3] - The list marks the largest scale in its history, indicating a growing influence of innovation from Chinese enterprises on a global stage [1] - Among the recognized companies, notable mentions include Yushu Technology, DeepSeek, Xiaomi, Lenovo, BYD, Huawei, Honor, and Jizhe, reflecting a diverse representation of the Chinese tech landscape [1] Group 2 - In the robotics sector, Yushu Technology's R1 robot has been highlighted for its innovative design, featuring a weight of approximately 25 kilograms and the ability to perform complex movements such as boxing and running, thanks to its advanced AI system [1] - The DeepSeek R1 model in the AI domain has gained attention for its performance comparable to top models from OpenAI, developed in just a few months with a training cost of $6 million, and it remains free for users unlike many foreign paid models [3]

Core Insights - Unitree Technology has launched the H2 bionic humanoid robot, which stands 180 cm tall and weighs 70 kg [1] - The H2 robot demonstrates impressive agility and coordination, capable of performing basic movements like walking and dancing smoothly, as well as more complex actions such as punching and side-kicking [4] - The H2 features a significant design upgrade with the introduction of bionic facial elements, enhancing its human-like appearance [5] Product Features - The H2 robot is equipped with laser radar and bionic cameras for 360-degree environmental perception, and its motion control algorithms can adapt its gait to uneven surfaces [5] - The H2 is part of a broader product line that includes models R1, G1, and H1, with the H1 model also standing at 180 cm but weighing 47 kg [9] - The R1 and G1 models are shorter, at approximately 120 cm and 130 cm respectively, with varying price points: R1 starts at 39,900 yuan, G1 at 99,000 yuan, and H1 at 650,000 yuan [9] Market Context - The domestic robotics industry has seen significant growth, with an average growth rate of 50% to 100% among Chinese intelligent robotics companies this year [6] - Unitree Technology's algorithms have undergone several iterations this year, leading to substantial improvements in robot stability and performance [6] - The company plans to submit its listing application to the stock exchange between October and December 2025, with operational data to be disclosed at that time [11]

Core Insights - The article discusses the competition between the US and China in the field of artificial intelligence (AI), emphasizing the differing approaches and potential outcomes of this rivalry [3][4][5]. - Eric Schmidt highlights the importance of energy supply in the US's ability to leverage its advantages in AI and AGI, suggesting that without sufficient energy, the US may struggle to maintain its lead [5][8]. - The conversation also touches on the potential risks associated with AI, including misinformation, cybersecurity threats, and biological safety concerns, and the need for proactive measures to mitigate these risks [9][10][11]. AI Competition - The US is perceived to be pursuing advanced AI and AGI, while China focuses on applying AI across various products and services in a more traditional manner [4]. - Schmidt believes that the hardware restrictions imposed by the US on China will hinder China's competitiveness in the AI race [4]. - The US has advantages in software development, but China is expected to dominate in the robotics sector, similar to its success in electric vehicles [6][7]. Energy Constraints - The US faces significant energy supply challenges, which could limit its ability to fully utilize its advantages in AI and AGI [5][8]. - Schmidt notes that the US will need to build an additional 92 gigawatts of power generation capacity by 2030 to meet the demands of data centers, highlighting the urgency of addressing energy supply issues [8]. AI Risks and Mitigation - The article discusses the potential for AI-related disasters and the importance of learning from past crises to implement effective regulations and controls [9][10]. - Schmidt identifies misinformation, cybersecurity, and biological safety as key threats that need to be addressed proactively [10][11]. Recommendations for Founders - Schmidt advises founders to focus on rapid action and learning, emphasizing that the barriers to starting a company are lower than ever [16][17]. - He stresses the importance of building scalable platforms that can leverage network effects to create significant wealth for founders [19][20]. Historical Significance - The emergence of AI is compared to historical inventions like electricity and transportation, suggesting that the next decade will be crucial in shaping the future [21][22]. - Companies and nations that embrace AI will likely emerge as winners, while those that lag behind may face significant challenges [22].

Core Insights - The article discusses the recent Bund Conference, highlighting its focus on the future of human-machine coexistence and the advancements in artificial intelligence [5][6][9] Industry Trends - The Bund Conference attracted 61,000 attendees on-site and over 20 million online viewers, indicating a strong interest in AI and technology [5] - Richard Sutton, a Turing Award winner, emphasized that AI is entering an "experience era," where continuous learning and new data sources are crucial for future advancements [6][9] - A McKinsey survey revealed that 92% of executives plan to increase AI investments in the next three years, showcasing a significant trend towards AI integration across industries [6] Company Developments - The conference featured immersive exhibition areas focusing on AI applications in health, transportation, finance, and agriculture, demonstrating the practical integration of AI in various sectors [6][8] - Over 1,500 job positions were offered by more than 50 companies, with a 50% increase in available positions compared to the previous year, reflecting the growing demand for talent in AI and related fields [8] Technological Innovations - The event showcased various robots and AI technologies, including cocktail-making robots and humanoid performers, highlighting the advancements in robotics and AI capabilities [8] - Discussions at the conference pointed towards a shift in organizational dynamics, where the role of talent is evolving from problem solvers to co-creators with AI [6][10]