国泰海通｜汽车：中国人形机器人公司在CES 2026上表现亮眼

Core Viewpoint - The humanoid robot industry is entering its early commercialization phase, necessitating attention to marginal changes affecting both domestic and overseas quality companies [1] Group 1: Industry Progress - Recent advancements in humanoid robot enterprises in both domestic and international markets indicate a potential resonance between the two, accelerating the global commercialization of humanoid robots [2] - At CES 2026, over 28 Chinese humanoid robot companies showcased their technologies, representing more than half of the exhibitors in the humanoid robot sector, highlighting China's technological capabilities [2] - Notable products included Zhiyuan Robot's full product line and interactive demonstrations from companies like Zhongqing Robot, showcasing the industry's innovation and engagement [2] Group 2: International Developments - Several overseas companies also made significant strides in humanoid robotics at CES 2026, including LG's CLOiD for home tasks and Boston Dynamics' new Atlas robot with advanced capabilities [3] - Boston Dynamics' Atlas features 56 degrees of freedom and can autonomously change its battery, indicating a leap in robotic functionality and potential applications in various industries [3] Group 3: Market Dynamics - New Jian Transmission has initiated its listing guidance, with plans to assist in its IPO application, emphasizing its role as a core component supplier for Tesla's humanoid robot [4] - The company specializes in manufacturing various components, indicating a growing supply chain for humanoid robotics in the automotive sector [4]