每年年初 在拉斯维加斯举行的 全球消费电子展（CES） 是窥见技术浪潮、检视产业成果、 洞察未来的最佳窗口 在今年的展会上 东莞再次秀出亮眼表现 展现"科创引领"的新姿态 向世界传递来自东莞的"新价值主张" 01 闪耀全球消费电子展 东莞科创企业硬核出海 1月6日至9日，2026年国际消费电子展（CES 2026）在美国拉斯维加斯举行。作为被业界誉为"科技界春晚"的全球顶尖科技盛会，CES是洞察年度技术趋 势的核心舞台，各种创新应用在此密集发布。 今年，东莞的科创企业组成中国"智造"的亮眼方阵，再度点亮CES的创新版图。 AI陪伴机器人赛道竞争激烈，各团队力求差异化突围。卢登斯智能（Ludens AI）展示了两款具有亲和力的陪伴机器人，收获多家媒体关注。 其中一款机器人宠物Cocomo，专注于情感交互技术的深度研发，可以跟随用户走动，并对语音和触摸作出反应。另一款体型更小但同样非常可爱的机器 人，名为Inu，企业将其描述为"桌面外星玩偶"，令陪伴更具温度与智慧。 在威尼斯馆初创企业专区（Eureka Park），总部位于东莞松山湖的XbotPark，有多家企业参展，是馆内唯一来自中国的科技企业集合型展区。 据 ...

截至1月8日收盘，稀土永磁概念下跌0.94%，位居概念板块跌幅榜前列，板块内，中矿资源、格林美、 惠城环保等跌幅居前，股价上涨的有19只，涨幅居前的有宇晶股份、争光股份、瑞晨环保等，分别上涨 9.73%、2.35%、1.86%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 国产航母 | 4.70 | 金属钴 | -1.62 | | 军工信息化 | 4.20 | 金属镍 | -0.99 | | 太赫兹 | 4.14 | 稀土永磁 | -0.94 | | 中船系 | 3.64 | 期货概念 | -0.94 | | 商业航天 | 3.56 | 金属锌 | -0.92 | | 大飞机 | 3.43 | 金属铜 | -0.80 | | 卫星导航 | 3.41 | EDR概念 | -0.67 | | 军民融合 | 3.35 | 金属铅 | -0.64 | | 脑机接口 | 3.27 | 小金属概念 | -0.64 | | 成飞概念 | 3.27 | 同花顺出海50 | -0.59 | 资金面上看，今日稀土永磁概念板块 ...

【重要事项】 3连板普利特：LCP薄膜技术壁垒极高且是国内唯一实现该技术突破企业，已与海外客户关于LCP薄膜 在脑机接口领域应用进行共同开发以及验证工作 中天火箭：小型制导火箭产品主要为军贸产品，产品毛利率在35%-40%区间浮动 中集集团：子公司在商业航天领域提供液氧储罐等设备 2025年其相关业务营收和在手订单超亿元 高德红外：产品配套商业航天及星载领域红外探测器机芯 高测股份：复合钨丝腱绳已形成小批量订单 信立泰：创新药SAL0145注射液临床试验申请获得受理 恒瑞医药：1类创新药瑞拉芙普α注射液获批上市，国内外尚无同类产品获批上市 亿帆医药：全资子公司收到易黄汤颗粒境内生产药品注册受理通知书，国内尚无与该药品出自同一处方 产品上市 利扬芯片回应存储价格飙升：部分产品线的测试产能较为紧张 有部分客户主动要求涨价获得产量 中复神鹰：M55J级碳纤维正在卫星结构件领域应用验证 【投资经营】 大中矿业：拟投资36.88亿元实施2000万吨/年锂矿采选尾一体化项目 中矿资源：年产3万吨高纯锂盐技改项目已投料试产 翠微股份：旗下基金间接投资1.5亿元于超聚变 华工科技：已推出1.6T光模块用自研硅光芯片 康辰药业 ...

Brain-Computer Interface - Daoshih Technology has strategically invested in Qiangnao Technology [1] - Lingyi Zhi Zao has reached a strategic cooperation agreement with Qiangnao Technology [1] Commercial Aerospace - Taisheng Wind Power is collaborating with multiple complete rocket manufacturers [1] - Tianqi Mould has obtained supplier qualifications from COMAC and XAC for its aviation products [1] - Guotai Group's Xinyu Guotai has achieved stable mass production of small solid rocket engines [1] - Gaode Infrared's products are applied in commercial aerospace and satellite-mounted infrared detector cores [1] Other Developments - Cuiwei Co., Ltd. has indirectly invested 150 million yuan in Super Fusion through its fund [1] - AVIC Optoelectronics has developed mature interconnection solutions for the robotics sector [1] - Gaomei Co., Ltd. has formed small batch orders for composite tungsten wire tendon ropes [1] - Huagong Technology is actively laying out business directions in embodied intelligence, focusing on torque and tactile sensor products [1] - Zhongfu Shenying's M55J carbon fiber is undergoing application verification in satellite structural components [1]

证券日报网讯1月7日，领益智造（002600）在互动平台回答投资者提问时表示，公司与国内首家脑机接 口领域独角兽企业浙江强脑科技有限公司达成战略合作伙伴关系。 ...

证券日报网讯1月7日，领益智造（002600）在互动平台回答投资者提问时表示，立敏达在企业级服务器 热管理领域具备深厚的核心技术积累和丰富的行业经验，主营业务包括服务器液冷快拆连接器(UQD)、 液冷歧管(Manifold)、单相液冷散热模组(服务器液冷板及光模块冷板)、相变液冷散热模组、服务器均 热板(VC和3DVC)等热管理核心硬件产品，以及母线排(Busbar)、服务器机架等。立敏达核心客户覆盖 海外算力行业头部客户及其供应链相关合作伙伴、相关服务器代工厂、电源解决方案公司，并且已建立 深厚且长久的客户合作关系。 ...

格隆汇1月7日丨领益智造(002600.SZ)在投资者互动平台表示，公司与国内首家脑机接口领域独角兽企 业浙江强脑科技有限公司达成战略合作伙伴关系。 ...

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

Core Viewpoint - The brain-computer interface (BCI) concept continues to gain traction, with multiple listed companies responding positively to the trend, leading to significant stock price increases in the sector [2][3]. Group 1: Stock Performance - On January 6, several companies in the BCI sector, including Weisi Medical, Sanbo Brain Science, and Aipeng Medical, saw their stocks hit the daily limit, with many achieving consecutive gains [3]. - Weisi Medical's stock rose by 20.01% to 69.70, while Sanbo Brain Science also increased by 20.01% to 84.94, indicating strong market interest [4][5]. Group 2: Company Developments - Weisi Medical is expanding its technology layout in the neuro-rehabilitation field from a single device to a comprehensive solution covering diagnosis, treatment, and rehabilitation [4]. - Sanbo Brain Science has established a BCI laboratory and is developing a product system that includes various applications in clinical diagnosis and neuro-rehabilitation [4]. - Aipeng Medical emphasizes the role of BCI as a bridge between the brain and external devices, highlighting its potential applications [5]. Group 3: Market Trends and Projections - The rehabilitation medical device sector is a key focus area, with companies like Xiangyu Medical aiming to enter over 1,000 top-tier hospitals in China, indicating a robust commercialization strategy [11]. - The global BCI market is projected to reach approximately $12.4 billion by 2034, with a CAGR of 17% from 2025 to 2034, reflecting significant growth potential [17]. Group 4: Collaborations and Innovations - Companies are exploring collaborations to integrate BCI technology with robotics, as seen in the partnership between Yijia and Maillande to develop brain-controlled robots [13]. - Blue Si Technology has become a strategic investor in Qiangnao Technology, indicating strong interest in the BCI hardware sector [14]. - Qiangnao Technology recently completed a financing round of approximately 2 billion, making it the second-largest financing in the BCI field after Neuralink [15].

强脑科技与DeepSeek、宇树科技等企业同被誉为"杭州六小龙"，专注脑机接口产品研发。其产品已取得 美国FDA及欧洲CE认证，为全球研发投入最大的脑机接口企业之一，曾获《时代》周刊"年度最佳发 明"称号，也是全球极少数实现脑机接口产品规模化量产的企业。 天眼查信息显示，强脑科技自2016年起完成多轮融资，2025年先后获得道氏技术、三七互娱等机构投 资。去年8月有消息称，公司以超13亿美元估值完成约1亿美元IPO前融资，未来或考虑在港股或A股市 场上市。 1月6日，据媒体报道，脑机接口领域头部企业强脑科技近日完成约20亿元融资，创下除马斯克旗下 Neuralink外全球脑机接口领域第二大融资规模。 公开资料表明，强脑科技成立于2015年2月，起源于哈佛大学创新实验室，专注于非侵入式脑机接口技 术研发，已推出智能仿生肢体、脑机智能安睡仪等多款产品。 本轮投资方阵容强大，既有IDG资本、华登国际等知名投资机构，也有蓝思科技、领益智造等产业巨 头，同时获得韦尔股份、润泽科技、华住集团、好未来集团等战略投资，并吸引了中国香港及美国顶级 家族办公室参与。 受此影响，脑机接口概念近期在资本市场备受关注。A股市场中，创新 ...