USC(SH:688403) Tai Mei Ti A P P·2026-01-13 13:27Group 1 - The core narrative of Chinese brands at CES 2026 has shifted from being "innovation challengers" to "brand leaders," showcasing strategic confidence and a focus on defining the event's highlights [3][4] - Chinese brands are no longer just participants but are transforming CES into amplifiers for their global brand strategies, as exemplified by Insta360's impactful marketing tactics [4][6] - The number of Chinese exhibitors at CES reached 916, making China the second-largest exhibitor group globally, highlighting the increasing global presence of Chinese brands [2] Group 2 - Insta360 reported a revenue of 6.611 billion yuan for the first three quarters of 2025, a year-on-year increase of 67.18%, with an expected annual revenue of 8.808 billion yuan [6] - The company showcased innovative products like the world's first 8K panoramic drone and a new flagship camera, indicating a strategic shift from consumer to professional markets [6] - The brand's success is attributed not only to product innovation but also to superior customer service and brand perception [6] Group 3 - Tracmo Technology, another prominent exhibitor, demonstrated a comprehensive smart home ecosystem at CES, showcasing a wide range of products from cleaning robots to refrigerators [7][10] - The company achieved a revenue of 12.07 billion yuan in the first three quarters of 2025, with a projected annual revenue of 30 billion yuan, reflecting a growth rate of 72.2% [10] - The brand's strategy includes creating a multi-product platform, moving beyond single-category dominance [10] Group 4 - The emergence of "Physical AI" as a global consensus is being leveraged by Chinese innovators, who are transitioning from technology suppliers to scene definers, showcasing their comprehensive innovation capabilities [11][12] - Companies like Orbbec are presenting advanced solutions for industrial applications, such as the Gemini 305 camera, which significantly improves precision and sensitivity in robotic applications [12] - The integration of AI in various sectors, including education and entertainment, is being explored through innovative products like interactive robots and smart pet companions [13][15] Group 5 - The collaboration among Chinese companies at CES reflects a robust ecosystem, with brands forming alliances to enhance user experience and create unique market propositions [18][19] - Companies like Rokid are integrating AI technology with financial services to address overseas payment challenges, showcasing a shift towards ecosystem solutions [18] - The participation of organizations like Shenzhen Innovation Academy highlights a collective approach to international market entry, with numerous companies gaining media attention and potential investment [19][20] Group 6 - The evolution of Chinese brands from product-focused to ecosystem-oriented strategies marks a new era in global competition, emphasizing the importance of brand strength and collaborative efforts [21] - The future of Chinese innovation in global markets will rely on a mature, ambitious, and collaborative approach, capable of creating systemic advantages within the global supply chain [21]