SIASUN(SZ:300024) Xuan Gu Bao·2026-01-05 23:31Group 1: Industry Insights - The Neo humanoid robot from 1X Technologies has gained significant media attention at CES 2026, marking a new era in home automation, with plans for U.S. consumer delivery in 2026 and expansion to other markets in 2027 [1] - Qualcomm introduced a new generation of "full-stack" architecture for robots at CES, integrating hardware, software, and composite AI, aimed at powering various forms of robots from small home units to full-sized humanoid robots, with industry-leading energy efficiency and scalability [1] - Guoyuan Securities predicts that 2025 will be a pivotal year for humanoid robots, transitioning from a "technology demonstration phase" to "productization and order validation," with leading domestic companies moving towards large-scale implementation and commercialization [1] Group 2: Company Developments - Zhenbang Intelligent has established a presence in the robot components sector, focusing on smart controllers, battery management systems, battery packs, and exoskeletons as core components [2] - Lingyi Zhizao showcased its robot products at CES, indicating active participation in the robotics market [3]