翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 瑞聲科技控股有限公司（於開曼群島註冊成立之有限公司） 呈交日期： 2026年1月12日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 02018 | 說明 | | | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | | | 庫存股份變動 | | | | | 事件 | 已發行股份（不包括庫存股份）數 ...

近日，极氪9X亮相2026国际消费电子展（CES 2026）现场。此前，极氪宣布与英国音响品牌Naim Audio（Naim音响）合作，为旗下豪华SUV旗舰车型极氪9X打造"Naim 殿堂之声音响系统"。此外，幕 后技术合作伙伴瑞声科技与Naim的深度协作，也成为此次关注的焦点。 三方联合声学团队将Naim的声音美学与瑞声科技的硬件创新融合，实现了车内声场的精准布局，共同 成就了极氪9X的"Naim 殿堂之声音响系统"。这种从硬件底层开始的协同，使极氪9X能准确呈现富有情 感张力的"Naim之声"，也展现出瑞声在声学工程领域的专业实力。 硬件创新遇上声音哲学，系统工程匹配执着追求。此次合作不仅是感性美学与理性工程的碰撞，更体现 了三家企业对完美声音体验的共同坚持，携手打造优质用户体验。 在极氪9X项目中，Naim团队全程参与系统架构到最终调音的完整流程，基于其独有的声音哲学，打造 出六种音效模式。瑞声科技则凭借深厚积累，为Naim定制开发符合其声学理念的核心方案，包括"M"型 钛膜高音单元、40通道功放、以及采用CDD技术的前舱重低音扬声器等关键部件，确保系统从硬件层 面即具备高性能输出。 ...

Group 1 - The Robot ETF (562500) rose by 0.94%, showing strong upward momentum after a brief dip, with core holdings like iFlytek leading the gains at 7.16% [1] - The trading volume reached nearly 500 million yuan within the first half hour, with a turnover rate of 1.86%, indicating high market activity and investor confidence in the robotics sector [1] - According to AAC Technologies, the 2026 International Consumer Electronics Show will showcase humanoid robot solutions, which have gained recognition from leading industry clients and initiated deep collaborative efforts [1] Group 2 - Guotai Junan Securities stated that China has initially established a complete manufacturing capability for the humanoid robot industry chain, with future technological changes focusing on dexterous hands, lightweight materials, and motors [2] - The Robot ETF (562500) is the only robot-themed ETF in the market with a scale exceeding 20 billion yuan, covering various segments including humanoid, industrial, and service robots [2] - The recent adjustment of component stocks in the Robot ETF has increased the humanoid robot content in the index to nearly 70%, successfully removing underperforming stocks and retaining strong performers [2]

Group 1 - The core viewpoint of the articles highlights the advancements in the consumer electronics sector, particularly showcased at the 2026 International Consumer Electronics Show (CES), where companies like 瑞声科技 (AAC Technologies) and 金信科技 (Jinxin Technology) introduced innovative products [1][2] - The 中证消费电子主题指数 (CSI Consumer Electronics Index) has shown a positive performance, with a 0.30% increase, and notable gains in constituent stocks such as 蓝思科技 (Lens Technology) and 长电科技 (Changdian Technology) [1] - The CSI Consumer Electronics Index includes 50 listed companies involved in component production and brand design, with the top ten stocks accounting for 54.35% of the index [2] Group 2 - 英伟达 (NVIDIA) unveiled a comprehensive suite for physical AI at CES, indicating accelerated adoption of AI technologies across various sectors, including autonomous driving and industry applications [2] - The introduction of the NAMI INSIGHT One, the world's first AI learning glasses tailored for educational settings, marks a significant step in the intersection of AI, wearable technology, and education [1] - The consumer electronics ETF closely tracks the CSI Consumer Electronics Index, reflecting the overall performance of the sector [2]

Group 1: Aerospace Industry - China plans to apply for frequency resources for over 200,000 satellites by December 2025, indicating a strategic national focus on satellite technology [1] - The U.S. FCC has approved SpaceX to deploy an additional 7,500 Starlink satellites, increasing the total to approximately 15,000, enhancing global broadband coverage and competitive edge in satellite communications [1] Group 2: Renewable Energy and Battery Industry - From April 1, 2026, China will cancel VAT export rebates for photovoltaic products and reduce the rebate rate for battery products from 9% to 6%, leading to a potential surge in exports before the policy takes effect [4][5] - The solar energy sector accounts for about 10% of China's aluminum demand, and the upcoming policy changes are expected to positively impact aluminum demand in Q1 [4] Group 3: Market Trends and Investment Strategies - Analysts suggest that the current market sentiment is driven by emotions and liquidity, with expectations of continued upward movement in A-shares, particularly in technology and robotics sectors [12] - The spring market rally is anticipated to continue, with a focus on sectors that show strong performance and potential for growth, despite short-term volatility [12][13] Group 4: Robotics Industry - Hangzhou Xinjian Electromechanical Transmission Co., Ltd. has initiated listing guidance, recognized as a primary supplier for humanoid robots [17] - At CES 2026, AAC Technologies showcased a comprehensive humanoid robot solution, indicating advancements in robotics technology [18] Group 5: AI and Computing - DeepSeek is set to launch a new AI model with enhanced code generation capabilities, reflecting ongoing advancements in AI technology [20] - Tencent's new chief scientist highlighted that the productivity gains from current AI models are just beginning to be realized, with significant commercial opportunities ahead [20] Group 6: Rare Earth Industry - Chinese state-owned enterprises have notified some Japanese companies of the termination of new sales contracts for rare earths, marking a significant shift in trade relations [23] - The price index for rare earths has been launched, with recent data showing a slight increase in prices for praseodymium and neodymium [25]

Core Viewpoint - AAC Technologies has showcased its humanoid robot solutions at CES, emphasizing a comprehensive approach that integrates execution and perception systems [1] Group 1: Product Offerings - The humanoid robot solutions include four core components: dexterous hands, linear joints, inertial and torque sensors, and acoustic perception [1] - These components enable a full range of capabilities from fine manipulation to environmental perception, contributing to the development of "dexterous hands," "powerful joints," "sensitive perception," and "intelligent sound" [1] Group 2: Industry Recognition and Collaboration - The solutions have gained recognition from leading industry clients, leading to deep collaborative efforts [1] - Collaborative projects include the development of finger linear joints, six-dimensional force sensors, and joint assembly research, aimed at transitioning humanoid robot products from laboratory settings to real-world applications [1]

Group 1 - The core point of the article is that 瑞声科技 (AAC Technologies) has announced the first comprehensive demonstration of a humanoid robot solution that integrates execution and perception systems [1]. Group 2 - The humanoid robot solution aims to enhance automation and efficiency in various applications [1].

Group 1 - The construction of the Chongqing Artificial Intelligence Bay Area has been initiated [1] - New Sword Transmission, a first-tier supplier for humanoid robot T-chain, is pushing for an IPO [1] - AAC Technologies has launched humanoid robot solutions [1]

Core Viewpoint - The article highlights that 瑞声科技 (AAC Technologies) has showcased its humanoid robot solutions at the 2026 International Consumer Electronics Show, emphasizing its commitment to advancing robotics technology and collaboration with industry leaders [1] Group 1: Company Developments - AAC Technologies presented its humanoid robot solutions under the theme "The Future" at the CES 2026 [1] - The humanoid robot solutions encompass both execution systems and perception systems, indicating a comprehensive approach to robotics [1] - The company has gained recognition from leading industry clients and is initiating deep collaborative projects, including finger joint mechanisms and six-dimensional force sensors [1] Group 2: Industry Trends - The collaboration aims to transition humanoid robot products from laboratory settings to real-world applications, reflecting a significant trend in the robotics industry towards practical implementation [1] - The focus on co-development with industry leaders suggests a growing emphasis on partnerships to enhance technological capabilities in robotics [1]

Core Insights - The article highlights the evolving strategies of Chinese manufacturers at CES, showcasing a shift towards more mature and rational marketing and product strategies [3][55] - Companies are increasingly focusing on brand exposure and adapting their products to meet international market demands, rather than solely relying on domestic success [28][29] Group 1: Marketing Strategies - Chinese manufacturers are utilizing innovative promotional tactics, such as Insta360's distribution of free branded bags, which created significant visibility and engagement at the event [5][7][9] - The trend of extensive advertising by companies like追觅 indicates a willingness to invest heavily in brand recognition in unfamiliar markets [18][20] Group 2: Product Development - Companies like 绿联 are diversifying their product offerings, showcasing NAS products alongside traditional items, reflecting a deeper understanding of international consumer needs [22][26] - The emergence of new product categories, such as AI-integrated devices like Loona DeskMate, illustrates a trend towards combining hardware with AI capabilities, moving beyond simple applications [44][49] Group 3: Industry Trends - The article notes a broader industry trend of rationality returning to product development, with manufacturers focusing on core market needs and product functionality rather than just following trends [55] - Companies are increasingly aware of the differences in consumer preferences between domestic and international markets, leading to more tailored product strategies [28][29]