华福证券：中国科技家电引领全场景智能与AI本地化新趋势

Core Insights - Chinese brands are leading technological iterations in the fields of robotic vacuum cleaners, garden robots, and NAS private cloud storage, as highlighted at CES 2026 [1] - The focus of new product trends includes breaking scene limitations, technology integration, and localized AI applications [1] Group 1: Robotic Vacuum Cleaners - The introduction of new structures like wheeled legs and robotic arms is enhancing cleaning capabilities, evolving from single surface cleaning to full-scene intelligent cleaning [2] - Upgrades in roller and active water technology are continuously improving cleaning efficiency [2] Group 2: Lawn Mowers - The integration of multiple technologies such as LiDAR, RTK, and visual technology has improved positioning accuracy to centimeter-level [3] - Lawn mowers are transitioning from single mowing functions to integrated mowing and edge trimming, significantly reducing the need for manual intervention [3] Group 3: Pool Cleaning Robots - The focus is on breakthroughs in full-process automation and upgrades in cleaning precision [4] - Intelligent navigation and multi-sensor collaboration are enabling a transition from basic cleaning to smart maintenance [4] Group 4: NAS Private Cloud Storage - Ugreen launched the AINAS series, featuring two NAS products with built-in local AI models that support natural language search, allowing users to locate specific images and documents efficiently while ensuring privacy [5] - The NAS products also enter the home security market with the SynCare series, supporting AI multi-modal recognition and enabling encrypted storage of surveillance footage [5]