中经记者 杨让晨 张家振 上海报道 《中国经营报》记者注意到，NAVIA 6000 AWD搭载NexNav三重传感导航系统，将星基RTK（实时动 态载波相位差分技术）、AI双目视觉与360°高精度激光雷达融合于统一平台，实现厘米级定位精度，无 需埋线或外置RTK基站也能在多区域、坡地及复杂环境中稳定运行，实时识别300余种常见障碍物，确 保割草过程安全、高效、精准。 耐士劳首席产品官李建表示，NAVIA 6000 AWD专为拥有复杂且大面积庭院的家庭用户而设计，帮助用 户在无需繁琐操作的情况下，实现专业级的割草效果。"凭借 NexNav定位系统和适应多种地形的四驱 底盘结构，NAVIA能够轻松应对传统割草机器人难以胜任的使用环境，包括陡坡、复杂草坪、树木密 集区域以及多分区的大型庭院布局。" 值得注意的是，在 CES2026上一同展出的割草机器人VIDAR 3200 AWD，搭载了耐士劳自研的 NexDetect感知系统，融合360°3D激光雷达与AI双目视觉，实现无需埋线、无需RTK天线的高精度建图 与实时避障能力。 此外，耐士劳还展出了Master X概念割草机器人。该款割草机器人搭载机械臂，可完成传统割 ...

Core Insights - The article discusses the introduction of advanced AI and laser radar technology in robotic lawn mowers, specifically highlighting the launch of the NAVIA 6000 AWD by NexLawn at CES 2026 [1][3]. Group 1: Product Features - The NAVIA 6000 AWD features the NexNav triple-sensor navigation system, integrating satellite-based RTK technology, AI dual-vision, and 360° high-precision laser radar for centimeter-level positioning accuracy [1]. - The robot can operate in various terrains, including slopes and complex environments, without the need for buried wires or external RTK bases, and can identify over 300 common obstacles in real-time [1]. - The VIDAR 3200 AWD, also showcased at CES 2026, utilizes the NexDetect perception system, combining 360° 3D laser radar and AI dual-vision for high-precision mapping and real-time obstacle avoidance without buried wires or RTK antennas [1]. Group 2: Target Market and Applications - The NAVIA 6000 AWD is designed for homeowners with large and complex yards, providing professional-grade mowing results without complicated operations [1]. - The Master X concept lawn mower features a robotic arm capable of performing diverse tasks, including yard debris cleanup, precise edging, weeding, and even interacting with pets, with commercial availability expected in 2027 [2].

Group 1 - The core idea of the articles is that the cleaning appliance industry is undergoing a significant transformation, highlighted by the introduction of innovative products like flying and climbing robotic vacuum cleaners at CES 2026 [1][2][3] - MOVA showcased the MOVA Pilot 70, a flying robotic vacuum that can ascend from one level to another, indicating a shift towards "space as a service" in cleaning products [1] - The company emphasizes that overcoming gravity limitations will allow for comprehensive cleaning solutions in multi-level homes, driving advancements in lightweight, high-energy-density batteries and complex spatial navigation technologies [1] Group 2 - In addition to the flying vacuum, MOVA also presented the ZEUS 60, a climbing robotic vacuum designed to connect disparate cleaning areas in multi-story homes, addressing a critical gap in cleaning automation [2] - The ZEUS 60 aims to create a continuous cleaning loop for users in duplex and villa settings, enhancing the overall efficiency of home cleaning automation [2]

最引人注目的当属Pilot 70飞行模组。该方案通过集成轻量化无人机吊装系统，使标准扫地机器人可被垂直提升并精准投放至二楼、露台甚至阳光房等高处 平台。尽管目前仍为概念验证阶段，但其背后涉及的多模态定位融合、低扰动起降控制与空间路径规划算法，已暗示MOVA正在构建面向立体家居的下一代 清洁基础设施。 MOVA产品负责人在现场表示，"当90%的扫地机器人卡在一楼，我们的目标是让清洁覆盖100%的生活空间。" 除飞行方案外，MOVA同步发布了三款量产新品，均聚焦于提升自动化精度与用户体验闭环： ZEUS 60：搭载自研爬楼模组，可在≤35°楼梯间自主上下，实现跨楼层连续作业；对于复式、别墅用户而言，楼层是物理隔断，也是清洁自动化链条上最脆 弱的一环。ZEUS 60通过稳定的爬楼模组，将分散的平面清洁区串联成真正的、连续的全屋闭环。 MOBIUS 60：配备多光谱地面识别系统，可实时分辨瓷砖、木地板、地毯等材质，并自动切换专用拖布，避免交叉污染； 【环球网科技报道 记者 张阳】在2026年国际消费电子展（CES 2026）上，智能清洁品牌MOVA以一套极具未来感的产品矩阵，向行业抛出一个大胆命题： 家庭清洁的下一战 ...

Core Insights - Hesai Technology (NASDAQ: HSAI; HKEX: 2525) announced it is the leader in global 3D LiDAR shipments for robotic lawn mowers in 2025, with the highest number of new models showcased at CES 2026 [1] - The JT series 3D LiDAR has been delivered over 200,000 units within a year, maintaining the top position in the global market for robotic lawn mower LiDARs [1] - The JT series offers 360° wide field of view and can cover over 10,000 square meters in a single frame, enhancing the capabilities of robotic lawn mowers in navigation and obstacle avoidance [1] Group 1: Product Launches and Features - MOVA, a leading brand in smart gardening, launched two series of robotic lawn mowers at CES 2026, both equipped with Hesai's JT series LiDAR, maintaining its top position in the European market [2] - Dreame showcased its entire range of LiDAR robotic lawn mowers, leveraging Hesai's technology for comprehensive environmental perception, particularly suited for complex terrains [8] - Nexlawn introduced three new models at CES, utilizing Hesai's JT series for high-precision mapping and obstacle detection, capable of navigating narrow passages and uneven ground [14] Group 2: Market Growth and Trends - The global smart robotic lawn mower market is projected to grow from $1.5 billion in 2024 to $4.5 billion by 2034, with a compound annual growth rate (CAGR) of 11.5% [26] - Hesai's JT series LiDAR meets critical consumer demands for robotic lawn mowers, including no need for boundary wires, precise positioning, and dynamic obstacle avoidance, making it a preferred choice among leading manufacturers [26]

Group 1: CES 2026 Overview - The CES 2026 in Las Vegas showcased over 4,000 exhibitors, with 942 Chinese companies participating, accounting for approximately 22% of the total, making China the second-largest exhibiting country globally [4] - This year's focus was on AI and hardware, with a notable increase in the presence of Chinese brands [3] Group 2: Embodied Intelligence Sector - Among the 38 humanoid robot exhibitors, 21 were from China, representing 55% of the total, indicating a shift towards showcasing engineering delivery capabilities and real-world operational abilities [6] - Chinese company UniX AI gained significant media attention at CES, being featured in major global news outlets shortly after its presentation [6] - Unitree showcased its H1 humanoid robot, which has a 360-degree perception capability and a 15 kg load capacity suitable for industrial inspections [7] - Galaxy General demonstrated a collaborative operation between humanoid and quadruped robots, introducing a new outdoor inspection model with enhanced environmental adaptability and an 8-hour battery life [9] Group 3: Autonomous Driving Sector - Companies like Geely, Great Wall, Leap Motor, and New Stone presented their products at CES, indicating that autonomous driving is becoming a consumer product [11] Group 4: AI Glasses and Consumer Products - Among the 23 AI glasses brands, nearly 70% were Chinese, including Alibaba, XREAL, and Thunderbird [15] - Domestic brands like TCL and Hisense showcased their strengths, while emerging brands like MOVA and Yingshi also made their presence felt [17]

Core Insights - The cleaning appliance industry is actively exploring embodied intelligence, but the realization of true commercial value remains a challenge, with the actual commercialization process dependent on the effectiveness of solving real-world problems [1][7] Group 1: Technological Advancements - Smart cleaning robots showcased at CES 2026 have advanced capabilities, including stair-climbing and robotic arms for tasks like picking up objects [2][3] - The integration of AI algorithms with robotic structures allows for enhanced mobility and cleaning efficiency, enabling robots to navigate complex environments autonomously [2][3] - Companies like Roborock and Dreame have introduced robots that can perform multi-level cleaning, addressing the needs of markets with multi-story homes [2][3] Group 2: Market Trends - The retail sales of Chinese robotic vacuum brands increased by over 50% year-on-year in the first three quarters of 2025, indicating a growing market for innovative cleaning solutions [3] - The introduction of new features and functionalities in cleaning robots is expected to drive market growth and expand applications into areas like health monitoring and elderly assistance [2][3] Group 3: Product Diversification - Companies are extending their product lines beyond indoor cleaning to outdoor applications, including lawn mowing and pool cleaning robots, which utilize advanced technologies for autonomous operation [6][7] - The introduction of intelligent companion robots reflects a trend towards enhancing user experience through emotional interaction and multi-modal perception [7] Group 4: Competitive Landscape - The competition in the global robotic vacuum industry is anticipated to intensify, focusing on AI technology and home ecosystem integration as key differentiators [7] - Companies are adopting varied technological approaches, with some emphasizing new forms, others focusing on functionality improvements, and some on software or hardware enhancements [7]

Industry News - CES 2026 will be held from January 6 to 9, 2026, and is recognized as one of the largest and most influential consumer electronics and technology trade shows globally [1] - AI is expected to accelerate its integration into hardware products, enhancing traditional consumer electronics. While some investors believe that the current progress of edge AI is limited, it is anticipated that by 2026, AI will deeply integrate into various hardware products and industrial scenarios [1] - Major companies like AMD, Intel, and Qualcomm are expected to showcase AI-capable processors at CES 2026, with Intel launching its first product based on the 18A process technology [1] - Lenovo will hold an innovation technology conference to present its developments in personalized AI and hybrid AI solutions for enterprises [1] - Companies such as Hisense and TCL will demonstrate advancements in AI picture quality and Mini LED technology in the display sector [1] - In the home appliance sector, companies like Roborock and MOVA are expected to showcase smart vacuum cleaners and lawnmowers equipped with AI path planning and obstacle avoidance systems [1] AI Hardware Innovations - AI hardware innovations are anticipated to achieve breakthroughs, although some investors believe user acceptance may still be limited. AI glasses and AI headphones are expected to enhance human-computer interaction experiences [2] - At CES 2026, companies like Thunderbird Innovation and Yingmu Technology will showcase AI glasses, including waveguide AI glasses and AI+AR glasses [2] - Other companies, such as Out of the Box and Guangfan Technology, will introduce AI recording headphones and AI all-sensing wearable devices, with Guangfan's Lightwear AI device being the world's first active AI headphones with visual perception capabilities [2] - Japanese company D.O.N will launch the world's first belt-type sensor wearable device, VITAL BELT, while Yingshi is expected to present the Antigravity A1 drone [2] Investment Insights - Companies are advised to focus on the upgrades and innovative breakthroughs in edge AI. Relevant sectors include edge AI main control chip manufacturers, terminal product manufacturers and brand companies, and core component manufacturers for edge AI [3]

Core Insights - The focus of the global AI competition is shifting from model parameters to real-world applications, as highlighted by the upcoming CES 2026, which will showcase AI's integration into hardware products [2][3] - CES 2026 is expected to demonstrate how AI is moving from virtual tools to physical applications, impacting various sectors including manufacturing, transportation, and healthcare [4][5] Industry Trends - Robotics will be a central theme at CES 2026, with over 4,000 companies participating, particularly from China and the U.S. [4] - The past year has seen significant advancements in robotics, including the mass production of humanoid robots and emotional companion robots, indicating a shift from screen-based operations to robotic applications [4][5] - Notable Chinese companies like Yushun Technology and Star Motion will showcase their humanoid robots, emphasizing the commercialization of AI technology [5][6] Product Innovations - Yushun Technology will present its Unitree H1 humanoid robot, which has gained significant attention since its launch [5] - Other companies, such as MOVA and Stone Technology, will unveil new products, including advanced cleaning robots and multi-functional devices capable of performing complex tasks [6][7] - The CES will feature a dedicated exhibition area for embodied intelligent robots, showcasing their practical applications in various industries [5][6] AI Hardware Developments - The exploration of the best carriers for AI large models continues, with smart glasses emerging as a popular category at CES 2026 [7][9] - Companies like TCL and Lenovo will present their latest AI-driven consumer electronics, including advanced TVs and PCs, indicating a trend of integrating AI into traditional product categories [12][13] - Major chip manufacturers like NVIDIA, Intel, and AMD will compete at CES, highlighting the critical role of chips in the AI hardware landscape [13][14] Conclusion - CES 2026 will not provide a definitive answer regarding the ultimate AI device but will clearly illustrate the trend of AI transitioning from abstract capabilities to concrete products for everyday use [14][15]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]