海内外多家厂商亮相CES 2026 人形机器人板块投资机遇凸显

Core Insights - The humanoid robot industry is approaching a pivotal moment, with significant advancements showcased at CES 2026, highlighting its central role in global technological competition and industrial transformation [1][2] - The humanoid robot concept index has increased by 12.92% since December 17, 2025, indicating a positive market trend [1] Industry Developments - CES 2026, held from January 6 to January 9 in Las Vegas, has seen a surge in the humanoid robot sector, with the concept index rising by 0.54% on January 6, 2026 [2] - Notable companies like NVIDIA are emphasizing the shift towards "general-specialized robots," which combine broad knowledge with specialized skills, marking a significant evolution in robot capabilities [2] Product Innovations - LG showcased the CLOiD household robot capable of performing various domestic tasks, while Boston Dynamics announced the mass production of its Atlas robot, set to be deployed in Hyundai's factories starting in 2026 [3] - Several leading domestic humanoid robot manufacturers, including Yushu Technology and Zhiyuan Robotics, presented their latest products at CES 2026, indicating a strong domestic presence in the market [3] Supply Chain and Collaboration - A-share listed companies are actively positioning themselves across different segments of the humanoid robot supply chain, with firms like Haozhi Electromechanical and Tongda Power focusing on key components such as precision reducers and servo systems [4] - Companies like Orbbec are providing comprehensive 3D vision sensor solutions, essential for the autonomous movement and interaction capabilities of humanoid robots [4] Market Potential - The Chinese embodied intelligent robot market is experiencing rapid growth, driven by policy, capital, and industry chain advancements, transitioning from "technological breakthroughs" to "value realization" [5] - Analysts suggest that the humanoid robot sector is poised for significant expansion, with potential applications in manufacturing and logistics, particularly in high-demand industries like automotive and 3C [6][7] Future Outlook - The year 2025 is anticipated to be a milestone for mass production of humanoid robots, with 2026 expected to showcase their practical capabilities in real-world applications [6] - The market for humanoid robots could reach a demand of 840,000 units by 2028 in key sectors, highlighting the substantial potential for automation in labor-intensive industries [7]