宇树机器人：9.9 万元的人形机器人，正在改写全球竞争格局
Xogta marka hore aan eegno.
Qaabka Suuqa
Sida ku cad xogta ugu dambeysay:
- Qiimeynta tirada guud ee Robot-yada u eg bini'aadanka ee la dhoofiyo：Agibot #1，宇树 #2，UBTECH #3
- Qiimaha Robot-ka G1：99,000 RMB (qiyaastii $13,600)
- Bandhigga Bandhigga Gu'ga ee 2026：Breaking 霹雳舞、硬核功夫霸屏
Tani ma aha sheeko fudud oo ah "wax soo saarka Shiinaha". Tani waa dib-u-habeyn dhammaystiran oo ku saabsan qaabdhismeedka kharashka.
Tesla Optimus waxaa la filayaa in lagu iibiyo $20,000, halka 宇树 G1 uu horey u gaaray $13,600. Intaa waxaa dheer, G1 ma aha mashiin fikradeed - wuxuu ku dhammaystiray 130,000 oo tallaabo oo socod madaxbannaan ah deegaanka daran ee -47.4°C ee Altay.
Muhiimadda Istaraatiijiyadda Madal
Waxaa jira tweet mudan in la xuso oo ku yaal X:
"宇树机器人 waa wax cajiib ah, xitaa Breaking 霹雳舞 si toos ah ayuu u samayn karaa" — @user
Bandhigga Gu'ga ma aha suuqgeyn fudud. Tani waa ansaxinta heer qaran - marka daawadayaasha caalamku ay arkaan robot-yada Shiinaha oo ku ciyaaraya Breaking 霹雳舞 Bandhigga Gu'ga, aqoonsiga astaanta ayaa la aasaasay.
Istaraatiijiyadda 宇树 waa mid cad:
| 维度 | 特斯拉 Optimus | 宇树 G1/H系列 |
|---|---|---|
| 价格 | $20,000（预期） | $13,600（已交付） |
| 生态 | 封闭 | 开放（SDK） |
| 市场策略 | B2B 优先 | B2B + 消费级 |
| 产能 | 未知 | 已量产 |
Horumarinta Farsamada
Halbeegyada Robot-ka H2: 180cm, 70kg, nooca "觉醒命运" ayaa la sii daayay. Kani ma aha badeecad shaybaar, kani waa badeecad la soo saaray.
Xogta tijaabada G1 ee Altay:
- Heerkulka deegaanka: -47.4°C
- Tirada tallaabooyinka socodka madaxbannaan: 130,000+
- Heerka guusha: lama shaacin, laakiin fiidiyowgu wuxuu muujinayaa hawlgal deggan
Muhiimadda tijaabadan deegaanka daran ayaa ah: tigidhka goobaha warshadaha. Marka robot-ku si caadi ah uga shaqeyn karo -47°C, saliidda, macdanta, iyo cilmi-baarista cirifka ayaa ah suuqyo suurtagal ah.
Calaamadaha IPO
Waxaa jira isticmaaleyaal ka hadlaya wararka xanta ah ee IPO ee 宇树 ee X. Haddii ay run tahay, tani waxay noqon doontaa dhacdo taariikhi ah oo ku saabsan warshadaha robot-ka ee Shiinaha.
Isbarbardhig suuqa Mareykanka:
- Boston Dynamics: waxaa iibsatay Hyundai, lama taxnayn si madaxbannaan
- Tesla: ganacsiga robot-ka wuxuu ku jiraa shirkadda waalidka, ma jiro qiimeyn madaxbannaan
- Agility Robotics: marxaladda maalgelinta
Haddii 宇树 si madaxbannaan loo taxo, waxay noqon doontaa shirkadda ugu horreysa ee adduunka ee robot-yo u eg bini'aadanka oo keliya.
Xadka Hoose
宇树 ma aha "nooca Shiinaha ee Boston Dynamics". Habkeedu wuxuu u dhow yahay DJI:
- Marka hore ku qabsado suuqa faa'iidada qiimaha
- Kadibna hoos u dhig kharashyada saameynta miisaanka
- Ugu dambeyntiina ku xir isticmaaleyaasha deegaanka
G1 ee 99,000 yuan ma aha dhamaadka. Marka wax soo saarka la kordhiyo ilaa 100,000 oo unug, intee in le'eg ayaa kharashka la dhimi karaa?
Su'aasha dhabta ah ma aha in 宇树 ay ka adkaan karto Tesla, laakiin: marka robot-yada u eg bini'aadanka ay hoos u dhacaan qiimaha baabuurta, yaa u baahan shaqaale bini'aadam ah?
