SIASUN(SZ:300024) Di Yi Cai Jing·2026-01-07 05:12Core Insights - Chinese humanoid robots are gaining significant attention at CES 2026, showcasing advancements from laboratory concepts to real-world applications [1][2] - The presence of numerous Chinese companies at CES highlights the growing influence of China's robotics industry on the global stage [2][5] Group 1: Company Highlights - Companies like Unitree, Galaxy General, and Fourier are among the prominent Chinese exhibitors, with many participating for the first time [2][4] - Unitree's G1 humanoid robot engaged in a fighting demonstration, attracting a large audience and showcasing its competitive pricing with the R1 robot priced at $4,900 [4] - The debut of ZhiYuan's humanoid robot, which performed a dance, captivated foreign attendees, indicating a strong interest in Chinese robotic innovations [5] Group 2: Market Trends - The CES event is increasingly focusing on consumer-oriented (C-end) robotics, with products like Fourier's "Care-bot" designed for emotional companionship [9] - The four-legged robot Bobo from Weita Power allows for interactive experiences and is set to launch globally in Q2 2026, targeting markets in North America, Europe, and the Middle East [11] - Magic Atom reported that over 60% of its revenue comes from overseas, emphasizing the importance of international markets for Chinese robotics companies [13] Group 3: Industry Insights - The robotics industry is recognized for its reliance on Chinese supply chains, even among foreign companies, highlighting China's critical role in hardware manufacturing [13] - Many exhibitors at CES aim to enhance brand visibility and secure overseas orders, indicating a strategic push for international market penetration [13]