SIASUN(SZ:300024) Tai Mei Ti A P P·2026-01-11 03:43Core Insights - AI has become the central theme at CES over the past three years, with a significant focus on embodied intelligence, which is expected to be a major highlight at CES 2026, showcasing the leadership of Chinese companies in this revolution [1] - RoboSense has demonstrated a fully autonomous delivery robot capable of completing a series of tasks without human intervention, marking a significant advancement in embodied intelligence technology [3][4] Group 1: Technological Advancements - RoboSense's delivery robot can autonomously handle tasks from packaging to delivery and box recycling, supported by its proprietary "hand-eye coordination" solution [3] - The robot's operation involves over 20 sub-tasks, with challenges primarily in the upper body, including dexterous hands and vision systems, which are crucial for precise operations [5][7] - The new "robotic eye" technology integrates solid-state dToF LiDAR and dual RGB cameras, providing enhanced 3D spatial perception and motion information, crucial for complex environments [5][7] Group 2: Market Position and Growth - RoboSense has reduced the price of LiDAR technology significantly over the past decade, positioning itself to shift focus towards robotics and related solutions [9] - The latest quarterly report indicates a 393.1% year-over-year increase in sales of robots and related fields, with overseas revenue growing over 100% [9] - The company aims to create more incremental components for robotics, prioritizing the development of vision and dexterous hands, which are expected to become the main revenue source in the future [9]