素有科技界"春晚"之称的CES(国际消费电子展)于1月6日在美国拉斯维加斯正式启幕。这场为期四天的科技盛宴以"定义AI的物理边界"为核心主题，汇聚全 球顶尖企业与创新力量，共探人工智能与实体世界的深度融合。从具身智能机器人、空间计算设备，到智能座舱、飞行汽车，CES 2026既是技术展示的舞 台，更是全球科技产业的风向标。 据中国贸促会官方数据，7家组展单位组织207家中国企业赴美参展，覆盖人工智能、智能穿戴、智能家居等多个前沿领域。其中既有超120家中小科技企 业，也汇聚了众多代表中国科技实力的标杆企业。 这些标杆企业所展示的前沿技术，既是国内技术高地的集中体现，更勾勒出全球产业演进的关键方向。对投资者而言，标杆企业的技术路径、场景落地能力 与全球化进展，既是研判中国科技产业趋势的核心样本，也是挖掘高成长赛道、识别技术壁垒型标的的重要窗口。 中国机器人军团强势集结，产业链"成建制"亮相 处于产业变革临界点的AI与机器人技术，无疑成为本届CES展会的焦点之一，全球头部厂商集中展示了各类机器人及核心零部件的最新成果。 在展会开幕首日，英伟达CEO黄仁勋在主题演讲中表示，机器人领域已正式迎来属于自己的"ChatG ...

2026年CES，全球领先的物联网创新企业京东方(BOE)展区实现全方位升级，展出60余款尖端显示技术 与物联网解决方案，全球首发"HERO2.0智能座舱"等一系列AI技术加持的突破性成果，全面展示在人工 智能及绿色低碳领域的创新实力。京东方表示，将深化显示技术与多元场景融合，推动智能显示与绿色 出行产业迈向更高质量、更可持续的未来。 中新社拉斯维加斯1月8日电 (记者张朔)当地时间6日至9日，2026年美国消费电子展(CES)在拉斯维加斯 举行。众多中国企业携拥有领先技术的新品参展，"中国智造"亮点纷呈。 今年，中国企业全球化的先行者TCL第33次参加CES，连续多年成为CES展位面积最大的中国品牌， 以"屏宇宙"与"AI生活"两大主线全方位展现创新成果。在"屏显+AI"深度融合趋势下，TCL积极利用AI 创新变量，以智慧、健康为导向，打造应用型AI产品，推动"AI向实"的应用落地。TCL表示，未来将持 续加码研发，聚焦AI落地应用与下一代显示技术，探索更基础、更前沿的"技术深水区"。 作为2026年世界杯全球官方赞助商，中国知名企业海信携世界杯定制产品参展，并以"Al科技"为核心主 线呈现在人工智能和智能 ...

2026年1月6日，全球新产品、新技术、新趋势的风向标——国际消费类电子产品展览会（CES 2026） 盛大启幕。作为本届CES参展面积最大的中国品牌，TCL实业携全球首创SQD-Mini LED显示技术惊艳 亮相，并展出年度机皇TCL X11L、TCL小蓝翼C7 AI健康空调新一代睡眠系列、搭载最新NXTPAPER 4.0护眼显示技术的手机TCL NXTPAPER 70 Pro、NXTPAPER PURE类纸显示电子手写本TCL Note A1 NXTPAPER等智能终端系列新品，显现出不凡科技实力。 更颠覆："大屏到小屏"新品亮相，SQD-Mini LED技术领跑时代 本届CES，TCL实业以覆盖大小屏的全矩阵创新产品，展现强大的技术实力与市场竞争力。大屏方面， TCL不仅是Mini LED技术、QLED量子点技术、QD-Mini LED技术、第四代液晶电视的开创者，更首创 超越代际的TCL SQD-Mini LED技术，其凭借万象分区背光、超级量子点、晶粹高色阻屏三大核心科技 破局行业，赋予电视100%BT2020高色域、稳定不串色、超高亮度、超高分区、2cm一体超薄五大核心 优势，被视作全球最强的Mi ...

这也是2026年CES最明显的变化之一：AI不再作为单独的概念区存在，而是渗透在几乎所有消费电子品类里。 作为显示领域的代表之一，此次TCL是CES上最大的中国参展商。其相关负责人向南都湾财社记者介绍，此次展示的内容包括"AI+屏显"的深度融合。在其 展区，屏幕已成为AI连接数字世界与物理现实的关键载体。无论是搭载超级量子点技术的旗舰电视X11L，还是全球首款印刷OLED车载屏，都在解决同一 个问题：当AI无处不在，需要一个高质量、低延迟的视觉交互界面来承载信息流。 此外，作为连接数字世界与物理现实的唯一载体，AR眼镜关注度持续走高。据Counterpoint Research数据显示，2025年第三季度，TCL旗下雷鸟创新全球市 场份额达到24%。此次首展的TCL雷鸟X3 Pro Project eSIM，集成了eSIM通信模块与4G协议支持，可实现包括拨打和接听电话、多模态AI对话、AI实时翻 译、在线流媒体音乐等多项功能，是首款具备独立通信能力的消费级AR智能眼镜。 CES 2026正在进行时。现场一个有趣的细节——来自深圳的科技企业影石Insta360免费向观众提供大号黄色手提袋的，在人山人海的现场刮 ...

据悉，本次中国—韩国商务论坛由中国贸促会与韩国大韩商工会议所共同主办，共有来自两国的政府官员 及工商界人士400余人出席。韩国总统李在明及包括三星电子会长李在镕、SK集团会长崔泰源、现代汽车 集团会长郑义宣、LG集团会长具光谟在内的韩国经济代表团核心成员到场。 采写：南都湾财社记者 严兆鑫 对此，他提出了三点深化合作的建议："一是充分利用中韩自贸协定的合作机制，深化双边经贸合作；二 是发挥各自产业优势，推动科技创新领域的合作；三是共筑产业韧性，优化区域供应链布局。" 在具体的业务落地层面，目前，TCL华星已成为三星、LG、现代等企业的核心供应链伙伴。李东生透露， 未来TCL华星将重点发力移动设备领域，目标将其在三星移动供应链的份额提升至15%；在车载屏赛道， 则计划与现代汽车持续扩大规模，成为其车载屏核心供应商。 对于在韩国这一全球高门槛市场的突围，李东生坦言："能够在韩国市场立足，核心在于我们在技术、产 品、供应链等方面的长期积累。"他强调，技术硬实力是叩开市场的关键。 1月5日，南都湾财社记者获悉，在中国—韩国商务论坛上，TCL创始人、董事长李东生指出，面对新一轮 科技变革与产业革命浪潮，中韩两国在人工智 ...

智通财经APP获悉，东方证券发布研报称，展望2026年，受体育赛事等因素影响，LCD需求有望向好； 同时LCD行业已经形成较高的市场集中度，头部厂商有望以持续控产带动供需关系向好。供给层面，三 大面板厂有望持续推动控产，并于农历春节期间执行减产。反映在价格上，根据TrendForce数据，2026 年1月电视面板价格预计将全面上涨，32吋、43吋、55吋、65吋等各尺寸电视面板均价均较前月上涨1美 元。OLED面板对个人电脑轻薄化具有显著的提升效果，有望在未来成为个人电脑产品的重要亮点。 相关标的 LCD需求有望回升，头部厂商有望以持续控产带动供需关系向好 面板制造厂商TCL科技(000100.SZ)、京东方A(000725.SZ)、彩虹股份(600707.SH)、深天马 A(000050.SZ)、维信诺(002387.SZ)、和辉光电-U(688538.SH)等；面板材料厂商莱特光电(688150.SH)、 路维光电(688401.SH)、清溢光电(688138.SH)等；面板模组厂商京东方精电(00710)等。 风险提示 东方证券主要观点如下： 目前市场对于中尺寸OLED的潜在需求关注有限。东方证券认为， ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Viewpoints - The price of TV panels is expected to rise, with LCD and mid-size OLED likely to lead demand recovery. This is supported by the anticipated increase in demand due to upcoming sports events and government policies promoting trade-in programs for energy-efficient TVs [3][7] - The LCD market is expected to see a rebound in demand, driven by major manufacturers controlling production to improve supply-demand dynamics. The upcoming FIFA World Cup and continued government incentives are expected to boost demand [7] - Mid-size OLED is projected to penetrate the market more rapidly, enhancing demand for OLED technology in personal computers and other devices. The production efficiency and cost reduction in OLED manufacturing are expected to drive this trend [7] Summary by Sections Investment Suggestions and Targets - The report suggests investing in panel manufacturers such as TCL Technology, BOE Technology Group, and others, as well as panel material manufacturers like Lite-On Optoelectronics and others [3][8] Market Dynamics - According to TrendForce, TV panel prices are expected to rise across all sizes in January 2026, with specific increases noted for various dimensions [11] - The report highlights the successful early activation of BOE's 8.6 generation AMOLED production line, indicating strong market confidence among leading manufacturers [12]

1月7日消息，百度集团宣布，其智能驾驶网约车服务萝卜快跑（Apollo Go）已获得迪拜道路与交通管理局（RTA）颁发的首批无人驾驶路测牌照。该牌 照允许萝卜快跑在指定公开道路开展全无人驾驶路测。 飞行街景免费开放，AI 技术将普惠百万线下商家 1月7日，在高德扫街榜产品升级发布会上，高德宣布启动"百万烟火好店支持计划"，自 2025 年 9 月 10 日以来，主动入驻高德的餐饮商家数超 86 万家， 订单数和营业额环比大幅增长。该计划将投入价值数亿元算力资源，向 100 万商家免费开放飞行街景，开创世界模型规模化应用先河，补齐消费闭环，还 为商家提供展示新方式。2026 年全新升级的扫街榜推出全品类、全季节、全人群榜单体系，高德还将与全国百城合作提供系统性支持。高德 CEO 郭宁表 示要共建线下信用体系，提振消费信任与信心。 雷军：没有规划小米SU3车型 1月7日消息，小米创办人、董事长兼CEO雷军在直播中透露，确实没有规划小米SU3车型。"网上有很多关于我们新车型的各种规划，各种猜测。有真 的，也有假的，但多半都是假的，所以大家也别信。" 百度旗下萝卜快跑获得迪拜无人驾驶测试许可 1月7日消息，现代汽车计 ...

Core Viewpoint - The A-share market has seen increased trading activity since the beginning of the year, with the margin trading balance reaching a historical high of 2.58 trillion yuan as of January 6, indicating enhanced market confidence and investor risk appetite [1][2]. Group 1: Margin Trading Data - As of January 6, the margin trading balance reached 2.58 trillion yuan, a year-on-year increase of 40.93% [2]. - The financing balance accounted for 2.56 trillion yuan, while the securities lending balance was 175.96 billion yuan [2]. - On January 6, the margin trading transaction volume was 328.91 billion yuan, representing 11.61% of the total A-share trading volume for that day [2]. Group 2: Sector and Stock Preferences - The top three sectors attracting net financing inflows from January 5 to January 6 were semiconductors (2.90 billion yuan), industrial metals (2.29 billion yuan), and general equipment (2.07 billion yuan) [2]. - The top ten stocks with the highest net financing inflows included Dongfang Wealth (1.10 billion yuan) and Shenghong Technology (1.05 billion yuan) [3]. - The most favored ETFs for financing during the same period were Hai Fu Tong CSI Short Bond ETF (1.22 billion yuan) and Fu Guo China Bond 7-10 Year Policy Financial Bond ETF (0.78 billion yuan) [3]. Group 3: Brokerage Firms and Business Opportunities - Brokerage firms are actively seizing business opportunities by increasing margin trading limits and adjusting credit limits to meet investor demand [4]. - Northeast Securities focuses on high-net-worth individuals and private equity firms, enhancing service capabilities through AI technology for risk warning and customized services [4]. - Analysts expect significant growth potential in brokerage capital intermediary services due to the rapid expansion of margin trading and strong investor demand [4]. Group 4: Future Market Outlook - Analysts predict that the margin trading market will transition from a "high-speed expansion period" to a "high-quality growth period" by 2026 [4]. - The margin trading balance is expected to continue reaching new highs, with projections for 2026 ranging between 2.6 trillion yuan and 3.2 trillion yuan, with an anticipated average of 2.8 trillion yuan to 3 trillion yuan [4].

Core Viewpoint - The CES 2026 showcased significant advancements in display technologies, particularly in the automotive display sector, with a strong emphasis on OLED and Micro LED technologies, indicating a competitive landscape among leading panel manufacturers [87]. Group 1: Automotive Display Innovations - Major panel companies focused on automotive displays, with OLED technology emerging as a preferred choice due to its lightweight, flexible, and high-quality characteristics [2]. - BOE introduced the "HERO 2.0 smart cockpit," featuring the world's first Micro LED PHUD with a brightness of 50,000 nits and AI capabilities for voice and gesture control [3][5]. - Deepinma showcased a 49.6-inch panoramic "Tianxuan" screen, integrating various cockpit functions into a single display with a peak brightness of 10,000 nits [10][12]. - TCL Huaxing presented the HVA Ultra P-HUD system, which includes three LCD screens with a brightness of 11,000 nits and a 7.5% transmittance rate [14][15]. - Visionox introduced a flexible AMOLED dual-curved display solution that can bend to save space when not in use [20]. Group 2: Display Technology Developments - BOE displayed two large Micro LED products, including a P0.9 ultra-thin HDR Micro LED integrated machine with a peak brightness of 2,000 nits and a contrast ratio of over 20,000:1 [38]. - Deepinma launched the world's first fully laser giant transfer 108-inch seamless Micro-LED screen with a peak brightness of 1,500 nits and a contrast ratio of 1,000,000:1 [40]. - TCL Huaxing introduced a 98-inch HVA Ultra television display with over 18,000 backlight partitions and a BT2020 coverage rate exceeding 96% [44]. - Visionox unveiled a "glare-free AMOLED laptop solution" that significantly reduces eye strain by minimizing environmental light reflection [50][51]. - LG Display presented an 83-inch WOLED TV panel with a peak brightness of 4,500 nits and 99.5% DCI color gamut coverage [76]. Group 3: Industry Trends and Future Outlook - The competition among panel manufacturers is intensifying, with companies like AUO and Innolux focusing on Micro LED technology, while TCL Huaxing and Hehui Optoelectronics are deepening their expertise in OLED [87]. - The display industry is expected to enter a new development phase as demand for automotive, commercial, and consumer electronics continues to evolve [88].