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].

Core Insights - Qiang Brain Technology has completed approximately 2 billion yuan in financing, marking the second-largest funding round in the global brain-computer interface (BCI) sector, following Neuralink [1] - The investment round included prominent firms such as IDG Capital and Huaden International, as well as strategic investments from companies like Weir Shares and Runze Technology [1] - Qiang Brain Technology is recognized as one of the leading companies in the BCI field, having received FDA and CE certifications for its products and being one of the largest investors in BCI research and development globally [1] Company Overview - Founded in February 2015, Qiang Brain Technology originated from Harvard University's innovation lab and focuses on non-invasive BCI technology [1] - The company has launched several products, including smart bionic limbs and brain-machine intelligent sleep devices [1] - Qiang Brain Technology has undergone multiple funding rounds since 2016 and is considering an IPO in the Hong Kong or A-share market [1] Industry Perspective - Neuralink remains the leading company in the BCI sector with a valuation of 9 billion USD and plans to initiate large-scale production of BCI devices by 2026 [2] - The BCI technology is expected to transition from medical necessity to AI applications, indicating a potential commercialization phase starting in 2026 [2] - The A-share market has seen significant interest in BCI-related stocks, with companies like Innovation Medical and Aipeng Medical experiencing consecutive trading limit increases [2] Market Trends - The BCI market is currently in its early commercialization stage, with a focus on thematic investments [2] - There is a distinction between invasive and non-invasive technology paths, with some invasive products already approved for market release, while non-invasive technologies have a clearer commercialization path [2] - Scarcity in hardware and materials related to electrodes, chips, and membranes presents investment opportunities in the BCI sector [2]

Core Insights - The company Liying Intelligent Manufacturing made its debut at CES 2023, showcasing its comprehensive capabilities in the robotics sector through a full-chain technology matrix [1][2] - Liying demonstrated its ability to efficiently assemble and manufacture various robotic components, highlighting its strengths in precision manufacturing and large-scale production [1][3] Group 1: Product Showcase - Liying presented multiple embodied robots and showcased their assembly capabilities, emphasizing the complete control over the assembly process from components to finished products [1] - The company displayed a humanoid robot chassis capable of multi-dimensional movement, which is designed for complex industrial environments [2] - Key products such as the 16-degree-of-freedom dexterous hand were highlighted for their industrial-grade performance, including a lifespan of one million cycles and high precision [2] Group 2: Production Capacity and Future Plans - Liying has completed over 5,000 units of humanoid robot hardware and assembly services, demonstrating its capacity for large-scale delivery [3] - The company plans to establish a humanoid robot innovation center by October 2025, with an initial production capacity of 5,000 units per year, aiming to evolve into a super factory with a capacity of 500,000 units annually [3] - Liying aims to leverage its manufacturing strength, application understanding, and mass production assurance to foster global partnerships and drive high-quality development in the embodied intelligence industry [3]

证券日报网讯 1月5日，领益智造在互动平台回答投资者提问时表示，2025年7月，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。 （文章来源：证券日报） ...

Core Viewpoint - The China Securities Regulatory Commission (CSRC) has requested supplementary materials from 19 companies, including Linyi Intelligent Manufacturing, regarding their overseas listing applications, focusing on various aspects such as share pledges, major asset acquisitions, AI business specifics, and compliance [2][3]. Group 1: Share Pledge and Control - The CSRC is particularly interested in the share pledge situation of Linyi Intelligent Manufacturing's controlling shareholder and the potential impact on company control, as well as any violations of regulations regarding overseas securities issuance [3]. - The controlling shareholder, Zeng Fangqin, holds nearly 60% of the company's shares, with a relatively low pledge ratio of 6.09% of the pledged shares and 3.45% of the total share capital [3]. Group 2: Major Asset Acquisitions - Linyi Intelligent Manufacturing has been active in capital operations since its reverse merger in 2017, with significant acquisitions including Selcon in 2019 and Zhejiang Jintai in 2021, and a recent acquisition of 60% of Jiangsu Keda [5]. - The company announced a cash acquisition of 35% of Limin Da, aiming to gain control over the company and enhance its server hardware offerings [5][6]. Group 3: AI Business Development - The company is transitioning from a consumer electronics supplier to an "AI terminal + robotics" platform, planning to invest at least 200 million yuan annually to become a top global player in embodied intelligent hardware [7]. - The CSRC has requested detailed information on the company's AI business, particularly in the AI large model sector, including application scenarios and functionalities [7][8]. Group 4: Compliance and Regulatory Issues - The CSRC has raised concerns regarding compliance, requiring the company to verify the operational scope of its subsidiaries and ensure adherence to foreign investment regulations [9].

证券日报网讯1月5日，领益智造（002600）在互动平台回答投资者提问时表示，公司已于2025年11月20 日正式向香港联合交易所(港交所)提交了发行H股股票并在其主板挂牌上市的申请。公司本次发行上市 尚需取得中国证监会、香港证券及期货事务监察委员会和香港联交所等相关政府机关、监管机构、证券 交易所的备案、批准或核准，目前相关工作正在有序推进中，公司将根据该事项的进展情况及时履行信 息披露义务，敬请广大投资者注意投资风险。 ...

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

此次大会，领益智造与多家先进科技企业和金融企业共同完成签约。本次签约事项围绕具身智能机器人 制造平台相关项目展开，是公司在前沿产业方向与区域创新生态深度融合的又一重要实践。通过与北京 经开区及相关产业资源的协同，公司将进一步拓展在具身智能领域的布局深度与合作广度。 截止到2025年11月底，公司已累计完成超5000台人形（具身）机器人硬件及整机组装服务，覆盖整机与 灵巧手组装、关节模组，以及头、腰、脑、臂、腿、灵巧手等高精度核心部件，并延伸至充电方案、散 热方案及软质纺织皮肤等关键功能模块，形成较为完整的机器人硬件与系统交付能力。在产业化落地层 面，领益智造与北京人形机器人创新中心共建中试基地，形成年产5000台的人形机器人验证能力；同 时，围绕未来规模化需求，公司规划建设年产50万台的人形机器人超级工厂，持续完善从验证到量产的 产业化承接能力。 转自：证券时报 人民财讯1月5日电，1月4日，2026年北京经开区高质量发展大会在亦庄国际会展中心隆重举行。作为现 场唯一的制造业企业代表，领益智造受邀出席本次大会，并参与了大会期间举行的"平台、基金项目签 约仪式"。本次大会集中展示北京经开区（北京亦庄）在科技创新 ...

2026年A股首个交易日，脑机接口概念股全线飙涨，三博脑科、翔宇医疗、美好医疗等8只个股集体 20cm涨停。 马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行"大规模 生产"。并同步推进流程高度精简、几乎完全自动化的手术方案，最关键的突破在于，设备中的电极丝 将直接穿过硬脑膜，而无需将其切除。这一方案有望避免传统侵入式设备的创伤性瓶颈，还可以通过自 动化手术实现效率与成本的双向优化。 目前强脑科技是国内首家脑机接口领域独角兽企业，属于"杭州六小龙"之一，今年九月强脑科技完成了 Pre-B轮融资。另据搜狐科技报道，强脑科技2026年拟选择内地或香港递交上市申请。 目前从公开信息可以明确了解到，在脑机接口领域的合作动态中，领益智造（002600）已与强脑科技达 成合作。领益智造在其官方公众号上发布消息称，在2025年7月，公司与强脑科技成功实现战略绑定， 双方充分发挥各自在资源与优势上的长处，为对方提供全方位、深层次的支持，以推动双方技术实力、 国内市场竞争力及海外市场影响力提升，共建行业良好发展生态。可见双方将同时在国内和海外市场延 展合作，共同把握接下来脑机接口 ...