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]

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].

消息面上，被称作"杭州六小龙"之一的强脑科技近日完成约20亿元融资。此外，马斯克在社交媒体上表 示，其脑机接口公司"神经连接"将于2026年开始对脑机接口设备进行"大规模生产"。 连板股密集公告 "20CM2连板"三博脑科（301293）1月6日晚间发布股票交易异动公告称，公司是以神经专科为特色的医 疗服务集团，下属院区主要为患者提供以高精尖神经外科为主的综合医疗服务。公司目前不涉及脑机接 口产品的研发、生产及销售，神经调控技术带来的收入占公司营业收入比重很小，对公司业绩基本没有 影响，敬请注意投资风险。 "2连板"航天长峰（600855）1月6日晚间发布股票交易异动公告称，经自查，公司关注到公司被列为脑 机接口、商业航天等相关概念股。公司主营业务分为军工电子、公共安全和高端医疗装备三大板块，公 司主营业务未发生改变，目前公司未实际开展脑机接口等相关业务、不从事商业航天相关业务。除此之 外，公司未发现对公司股票交易价格可能产生重大影响的需要澄清或回应的媒体报道或市场传闻，未发 现其他对公司股票交易价格产生影响的媒体报道或市场传闻。 近期，A股脑机接口概念股大涨。数据显示，1月6日，脑机接口指数大涨超4%，创历 ...

拉斯维加斯，2026年1月 —— 在被AI和人形机器人占据头条的 CES 2026 现场，蓝思科技（Lens Technology）展台的一角却意外成为商业航天分析师驻足的焦点。 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——这是蓝思科技首次 公开展示的航天级 UTG光伏封装解决方案。这项技术标志着这家以"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。 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。 告别"塑料感"：太空环境下的材料博弈 在蓝思科技的展台上，工程师向观众展示了这一核心矛盾：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。 为适应新一代卫星巨大的功率需求（如支持手机直连业务），卫星太阳翼的设计正迅速从刚性板向卷迭 式/折叠式柔性太阳翼（ROSA类结构）演进。这迫使设计 ...

拉斯维加斯，2026年1月 —— 在被AI和人形机器人占据头条的 CES 2026 现场，蓝思科技（Lens Technology）展台的一角却意外成为商业航天分析师驻足的焦点。 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——这是蓝思科技首次 公开展示的航天级 UTG光伏封装解决方案。这项技术标志着这家以"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。 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。 告别"塑料感"：太空环境下的材料博弈 在蓝思科技的展台上，工程师向观众展示了这一核心矛盾：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。 为适应新一代卫星巨大的功率需求（如支持手机直连业务），卫星太阳翼的设计正迅速从刚性板向卷迭 式/折叠式柔性太阳翼（ROSA类结构）演进。这迫使设计 ...

◎记者 王子霖 胡嘉树 蓝思科技凭借其在消费电子领域积累的技术，已深度参与北美大客户的商业航天业务。公司表示，已批 量出货卫星地面接收器外观件、结构件模组。同时，其自主研发的超薄光伏玻璃模组等产品，可满足太 空光伏技术的特殊需求，目前已与相关客户对接合作开发。 开年以来，商业航天的"星火"在A股市场加速燎原。从高精尖的卫星制造、火箭核心零部件，到构 建"天地一体"网络的地面通信系统，多家A股上市公司近期密集回应在商业航天领域的最新业务进展。 上海证券报记者关注到，一批公司已率先实现产品交付与盈利，更多企业正通过技术攻坚与战略合作积 极卡位。商业航天产业链的蓬勃生机与广阔前景正在加速展现。 订单交付稳步推进 随着商业航天迈入规模化与商业化发展的新阶段，产业链上游的订单落地与稳定交付成为行业景气度的 最直观信号。 "公司商业航天业务已于2025年实现产品的稳定小批量交付，并初步形成小幅盈利。展望未来2至3年， 随着主要客户火箭型号逐步完成技术定型，行业整体进入批量化阶段，市场需求有望显著提速。"超捷 股份1月6日在接受机构投资者调研时预计，公司2026年商业航天相关业务营收将实现较快增长。 火箭结构件制造是商业航 ...