CES上,中国机器人军团想掏空海外买家的口袋
SIASUNSIASUN(SZ:300024) 3 6 Ke·2026-01-08 03:07

Core Insights - The 2026 CES showcased a significant presence of approximately 20 Chinese humanoid robot companies, surpassing the total from the US, Japan, South Korea, Germany, and the UK combined [1][2] - Chinese robot manufacturers aim to establish their brands and secure sales during the event, reflecting a matured industry with developed products and sufficient funding [2][5] Group 1: Participation and Goals - Many Chinese companies, including Fourier and Magic Atom, participated for the first time, highlighting a collective effort to impress international audiences with their humanoid robots [2][5] - The primary goal for these manufacturers is to sell their products overseas, with a focus on establishing trust with potential clients before product demonstrations [6][11] Group 2: Market Dynamics - Chinese manufacturers possess a significant advantage in robot manufacturing capabilities, leading to increased curiosity and purchasing interest from US clients [9][11] - The differences in market focus between China and the US are evident, with Chinese audiences more interested in practical applications, while US audiences are still exploring the novelty of the products [13][17] Group 3: Brand Exposure and Challenges - Brand exposure is crucial for Chinese manufacturers, as gaining recognition in the North American market is seen as a stepping stone for further expansion [19][21] - The high costs associated with participating in CES, including booth fees and logistics, pose significant challenges for these companies [23][25][26] Group 4: Preparation and Logistics - The preparation for CES is extensive, requiring early booking and significant financial investment, with transportation costs for humanoid robots being particularly high [25][26] - The time required for preparation and the logistical challenges faced by Chinese companies highlight a disparity between their rapid development pace and the slower pace of overseas event preparations [26][27]