客户端 蓝思科技（06613）早盘股价上涨9.24%，报28.86港元，成交额3.23亿港元。 近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接口领域创下除Neuralink 外的全球第二大融资纪录。1月8日，强脑科技表示："确实完成融资，相关细节请以公司正式发布的信 息为准。募集资金将用于全力加速脑机接口核心技术研发、极限工程突破、产品规模化、量产落地。" 蓝思科技此前在投资者互动平台表示，蓝思科技是强脑科技的战略投资者，独家承接了强脑科技核心硬 件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，核心模组均来 自蓝思产线。 同时，公司与北美大客户已有10年以上深度合作，是其一级核心供应商。公司凭借强脑 科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合作。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 蓝思科技（06613）早盘股价上涨9.24%，报28.86港元，成交额3.23亿港元。 近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接 ...

蓝思科技此前在投资者互动平台表示，蓝思科技是强脑科技的战略投资者，独家承接了强脑科技核心硬 件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，核心模组均来 自蓝思产线。同时，公司与北美大客户已有10年以上深度合作，是其一级核心供应商。公司凭借强脑科 技等项目积累的量产经验以及强大的精密制造能力，正积极争取合作。 消息面上，近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接口领域创下 除Neuralink外的全球第二大融资纪录。1月8日，强脑科技表示："确实完成融资，相关细节请以公司正 式发布的信息为准。募集资金将用于全力加速脑机接口核心技术研发、极限工程突破、产品规模化、量 产落地。" 蓝思科技（300433）(06613)再涨超5%，截至发稿，涨6.28%，报28.08港元，成交额1.58亿港元。 ...

智通财经APP获悉，蓝思科技(06613)再涨超5%，截至发稿，涨6.28%，报28.08港元，成交额1.58亿港 元。 消息面上，近日有媒体报道称，"杭州六小龙"之一的强脑科技完成约20亿元融资，在脑机接口领域创下 除Neuralink外的全球第二大融资纪录。1月8日，强脑科技表示："确实完成融资，相关细节请以公司正 式发布的信息为准。募集资金将用于全力加速脑机接口核心技术研发、极限工程突破、产品规模化、量 产落地。" 蓝思科技此前在投资者互动平台表示，蓝思科技是强脑科技的战略投资者，独家承接了强脑科技核心硬 件模组的量产。2025年11月，蓝思与强脑科技共同向湖南省残联捐赠大批智能仿生四肢，核心模组均来 自蓝思产线。 同时，公司与北美大客户已有10年以上深度合作，是其一级核心供应商。公司凭借强脑 科技等项目积累的量产经验以及强大的精密制造能力，正积极争取合作。 ...

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 ...

Group 1 - The mobile industry chain is experiencing a significant decline, with major companies like Highgreat Electronics, BYD Electronics, Lens Technology, and Q Tech all reporting stock price drops ranging from 1.95% to 3.8% [1] - The global DRAM market is undergoing a substantial price increase, described as the "strongest" in history, with prices rising rapidly since July 2025, and most categories seeing increases of over 100% [1] - DDR4 and DDR5 memory prices have surged by 2-3 times within the year, and the price increase trend is expected to accelerate into 2026 [1] Group 2 - Citic Securities indicates that manufacturers are raising prices or reducing product configurations, reflecting the significant cost pressure from rising memory prices being passed on to end consumers, which may lead to a temporary decline in consumer electronics sales [2] - Despite the impact of rising storage prices on the consumer electronics sector, there is an expectation of low fundamental performance in 2026, but the acceleration of AI innovation trends in 2026-2027 is anticipated, with major companies like Apple, Google, and OAI focusing on AI terminal entry to create a closed loop of computing power, terminals, and applications [2]

元拾科技(独家代工品达液冷)手握稀缺的英伟达RVL(推荐供应商)认证及微通道热学设计IP，解决了"入 场券"问题；蓝思则利用其自动化产能解决了"大规模交付"难题。相比纯散热厂，蓝思能以消费电子级 的成本控制和规模效应，承接Rubin平台百万级的微通道冷板订单。 此次散热变革，实质是精密制造对传统五金的替代。蓝思科技正是凭借"品达+元拾"的卡位，利用精密 制造能力收割这一技术升级的最大红利。 英伟达Rubin平台(VR200)确认引入微通道冷板(Micro-Channel Cold Plate)，标志着液冷组件从粗放的"五 金件"升级为"精密微纳器件"。这一技术拐点，精准契合了蓝思科技(300433.SZ)(06613.HK)与元拾(品达 背景)组合的护城河。 传统冷板依赖铲齿(Skiving)工艺，物理极限已至。微通道要求在铜板上加工出微米级高密度流道，这触 及了传统散热厂的加工盲区，却是蓝思的强项。蓝思在玻璃/陶瓷领域积累的光刻(Photolithography)、化 学蚀刻及激光微加工技术，可直接复用于金属微流道制造，精度远超传统CNC，本质是用做半导体的 思维做散热，良率与精度具备压倒性优势。 尤其是微 ...

◎记者 夏子航 在美国当地时间1月6日至9日召开的2026年国际消费电子展（CES 2026）上，蓝思科技展台的一角吸引 了不少商业航天爱好者与研究员驻足。 一块薄如蝉翼、像卷尺一样被反复卷绕展开的玻璃——这是蓝思科技首次公开展示的航天级UTG（超 薄柔性玻璃）光伏封装解决方案，有助于解开卫星太阳翼材料"柔性与耐久不可兼得"的难题。 随着全球头部卫星公司加速大规模部署新一代卫星，低轨卫星产业正进入"重载荷、长寿命、低成本"的 新发展阶段。在这一背景下，蓝思科技正将其在消费电子领域积累的精密制造能力，平移至太空基建、 商业航天这一新市场。 在CES 2026展上，蓝思科技还透露了面向未来的技术路线图。 随着钙钛矿/晶硅叠层电池被视为下一代卫星电源的主流，UTG将不仅仅是盖板，也是封装基底。蓝思 科技透露，正在研发集成抗静电（ESD）涂层和选择性辐射涂层的新一代复合UTG，它不仅能保护芯片 免受静电放电损害，还能协助调节电池温度。 记者获悉，虽然目前该业务在蓝思科技营收版图中占比较小，但已经处于向全球头部光伏组件厂商 （Tier 2）和顶级商业航天客户（Tier 1）的密集验证期。 在蓝思科技展区，一块厚度仅30 ...

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].

当地时间1月6日—9日，全球科技产业的年度盛宴——美国消费电子展(CES)在拉斯维加斯举行。 记者获悉，CES2026现场，蓝思科技（300433）首次公开展示了其航天级UTG光伏封装解决方案——没 有华丽的RGB灯效，只有一张薄如蝉翼、像卷尺一样被反复卷绕展开的玻璃。这标志着这家以"果链"巨 头闻名的制造企业，正式将其在消费电子领域积累的精密制造能力，平移至人类下一个万亿级市场：太 空基建。 据了解，随着全球头部卫星公司的第三代卫星大规模部署，低轨卫星互联网正进入"重载荷、长寿命、 低成本"的下半场竞争。蓝思科技的入局，正是为了解开困扰航天界已久的"柔性与耐久不可兼得"的死 结。 "传统的航天太阳能电池盖板要么是厚重的抗辐射玻璃(CMG)，要么是昂贵的熔融石英，厚度通常在 100μm—500μm之间。它们坚固，但太重且不可弯折。"蓝思科技展台上，工程师向观众阐述了这一核 心矛盾。 蓝思科技给出的答案是：航天级UTG。作为无机材料，玻璃天生具备抗原子氧和抗紫外老化的"免疫 力"，能保证卫星全生命周期内的高透光率，同时其致密的结构能有效阻隔水汽和微陨石，为娇贵的超 薄HJT或未来的钙钛矿电池提供物理防护。 在展 ...

Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]