Group 1 - Chinese robotics companies are collectively participating in CES at an unprecedented scale, with many making their debut at the event [1][2][9] - The focus of CES 2026 is shifting towards AI, moving from a showcase of technology to a critical point for the practical application of AI in various scenarios [2][6] - Major companies like AMD and NVIDIA are set to highlight their advancements in AI technology, with AMD's CEO Su Zifeng and NVIDIA's CEO Jensen Huang leading key presentations [4][5][6] Group 2 - The presence of Chinese embodied intelligence companies is increasing, with firms like Yushutech and Galaxy General receiving significant interest from overseas clients during the event [8][9] - CES 2026 is expected to feature a wave of Chinese robotics companies aiming for brand exposure and securing overseas orders, indicating a strong push for international market penetration [9][10] - The event will also showcase innovations in various sectors, including smart cleaning devices and autonomous vehicles, reflecting a broader trend of integrating AI technology with hardware and real-world applications [10]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300916 | 朗特智能 | 32.64 | -5.34% | 7.01万 | 2.32亿 | | 002947 | 恒铭达 | 53.76 | -4.48% | 15.39万 | 8.34亿 | | 601138 | 工业富联 | 63.84 | -4.32% | 192.93万 | 124.21亿 | | 301123 | 奕东电子 | 76.50 | -3.36% | 28.29万 | 21.32亿 | | 300843 | 胜蓝股份 | 51.83 | -3.09% | 7.80万 | 4.07亿 | | 301326 | 捷邦科技 | 113.77 | -3.02% | 2.19万 | 2.51亿 | | 300602 | 飞荣达 | 33.31 | -2.91% | 38.10万 | 12.77亿 | | 301086 | 灣區創 | 111.76 | -2.78% | 3.09万 | 3.49亿 | | 002600 | 领益智造 ...

Core Viewpoint - Honor has officially launched the WIN series, a new upgraded gaming flagship, focusing on performance, battery life, cooling, and display enhancements to provide an innovative gaming experience [1][38]. Group 1: Product Overview - The WIN series includes two versions: Honor WIN and Honor WIN RT, with starting prices of 3999 yuan and 2699 yuan respectively [1][33]. - The series aims to grow into a complete esports ecosystem brand, with plans to introduce additional products like tablets in the future [1][38]. Group 2: Performance and Technology - Honor WIN is equipped with the fifth-generation Snapdragon 8 Gen 2 chip, LPDDR5X, and UFS 4.1, achieving an AnTuTu score exceeding 4.4 million [7][43]. - The WIN series features the Honor Phantom Engine 3.0, which utilizes AI technology for frame prediction and rendering optimization, improving low frame rates by up to 20 FPS [9][45]. Group 3: Cooling System - The series incorporates the Honor East Wind Turbo cooling system, featuring dual 360° surround intake and a unique direct-drive cooling duct design, enhancing cooling efficiency by 30% and reducing chip temperature by up to 7°C [11][47]. - The devices support IP68/IP69/IP69K ratings for dust and water resistance, and the cooling fan operates at a low noise level of 25dB [13][50]. Group 4: Battery and Charging - The WIN series is powered by a massive 10,000mAh battery, marking a significant advancement in battery capacity for the industry [17][49]. - It supports 100W wired fast charging and 80W wireless fast charging, along with a charging separation feature to enhance battery lifespan and safety [19][52]. Group 5: Display and Audio - The devices feature a 185Hz high-refresh-rate gaming display, supporting a high frame gaming ecosystem and offering a 3500Hz instantaneous touch sampling rate [21][54]. - The WIN series includes advanced audio features such as dual 1216 stereo speakers and AI sound enhancement algorithms for an immersive gaming experience [25][58]. Group 6: Communication and Connectivity - The Honor WIN series is equipped with the Honor Hongyan AI communication system, featuring 24 antennas for seamless signal switching and enhanced connectivity during gaming [26][60]. - It also supports various optimization features for network performance, ensuring a reliable gaming experience [26][60]. Group 7: Strategic Partnerships - Honor has formed a strategic partnership with the Delta Action Professional League, designating the WIN series as the official mobile device for the league [29][66].

Core Insights - Honor launched the "Annual eSports Powerhouse" Honor WIN series, featuring the fifth-generation Snapdragon 8 chip, a 10,000mAh battery, advanced cooling technology, and a 185Hz high-refresh-rate gaming display, targeting high-performance gaming scenarios [1][2] - The series includes two models: Honor WIN priced at 3999 yuan and Honor WIN RT at 2699 yuan, with a focus on creating a comprehensive eSports ecosystem [1] - The devices are equipped with cutting-edge features such as AI frame rate optimization and enhanced cooling systems, ensuring stable performance during extended gaming sessions [2][4] Performance and Specifications - The Honor WIN series is powered by the fifth-generation Snapdragon 8 chip, achieving AnTuTu scores exceeding 4.4 million, while the WIN RT model also demonstrates strong performance [1] - The series features a dual 360° cooling system that improves heat dissipation efficiency by 30%, with the ability to lower chip temperatures by up to 7°C [2] - The devices support IP68/IP69/IP69K ratings for dust and water resistance, along with a five-year maintenance service for the cooling fan [2] Battery and Charging - Both models are equipped with a 10,000mAh battery, supported by advanced power management systems, leading to superior battery life in various tests [2] - The devices support 100W wired fast charging, 80W wireless fast charging, and 27W wired reverse charging, along with a charging separation feature [2] Display and User Experience - The Honor WIN series features a 185Hz high-refresh-rate gaming display, designed for an enhanced gaming experience with support for high frame rates in mobile games [2] - The devices have a 3500Hz instantaneous touch sampling rate and a 480Hz ten-finger touch sampling rate, improving operational responsiveness [2] Camera and Audio Features - The series includes a 50MP main camera with CIPA 5.0 stabilization and a 12MP ultra-wide-angle lens, with the WIN model also featuring a 50MP telephoto lens with 3x optical zoom [4] - For gaming audio, the devices are equipped with AI surround sound systems and dual speakers, ensuring stable signal reception during horizontal gaming [4]

Core Viewpoint - The company has achieved a significant milestone in the consumer electronics sector by successfully validating its LCP film products with leading clients, marking a breakthrough in domestic high-end LCP film applications and contributing to the self-sufficiency of the domestic consumer electronics supply chain [1][2] Group 1 - The company’s LCP film products have demonstrated excellent performance characteristics, including ultra-low dielectric properties, high heat resistance, and low water absorption, leading to successful validation by top clients in the consumer electronics industry [1] - The company has commenced mass supply of LCP film products for a new generation of consumer electronic mobile terminal soft board antennas, coinciding with the launch of a high-end model by a major client [1] - This mass shipment signifies the first large-scale application of LCP film products in mobile terminal devices, breaking the long-standing foreign monopoly in the high-end LCP film application field [1] Group 2 - The achievement represents a major breakthrough for the company in the consumer electronics field, expected to create new performance growth points and market opportunities [2] - The company plans to leverage this milestone to increase R&D investment in LCP resins, films, and fibers, continuously optimizing product performance and expanding application areas to enhance market share [2] - Future validation of related LCP products is anticipated to lead to technological breakthroughs in critical areas such as brain-computer interfaces, AI servers, embodied intelligence, and satellite communications, providing strong momentum for the company's performance growth [2]

12月26日，A股三大指数冲高回落。截至收盘，沪指涨0.1%报3963.68点，深成指涨0.54%报13603.89 点，创业板指涨0.14%报3243.88点。从板块行情上来看，今日表现较好的是黄金概念、小金属概念和稀 缺资源，而新型工业化、苹果概念和算力概念等板块下跌。 | | 票个数排行 | 沂一个日期一 | | | --- | --- | --- | --- | | | FRONT OF DIE | 基金公司调研行 | | | 后万益重重理有限公司 | 41 | 专用设备 | Part | | 华夏真金管理有限公司 | 41 | 化学制品 | 130 | | 南方基金管理股份有限公司 | 38 | #高味 | 126 | | 汇添富基金管理股份有限公司 | 32 | 计算机设备 | 111 | | 易方达基金管理有限公司 | 31 | 消费电子 | 98 | | 喜实基金管理有限公司 | 31 | 五能修出火 | 93 | | 腿华基金管理有限公司 | 30 | 其他电子II | 77 | | 国泰 参考理有限公司 | 29 | 通用设备 | 75 | | 富国基金管理有限公司 | 29 | 化学制药 ...

普利特公告，公司LCP薄膜产品经过多年工艺摸索，批量化能力建设以及与下游客户的联合开发与验 证，已成功获得消费电子行业头部客户的验证通过。近日，随着该客户高端新机型的正式发布，公司已 开始为该客户的新一代消费电子手机终端的软板天线中进行LCP薄膜产品的大批量供货。 ...

Core Viewpoint - The company has achieved a significant milestone in the consumer electronics sector by successfully validating its LCP film products with leading clients, marking a breakthrough in domestic high-end LCP film applications and contributing to the self-sufficiency of the domestic consumer electronics supply chain [1][2] Group 1 - The company’s LCP film products have demonstrated excellent performance characteristics, including ultra-low dielectric properties, high heat resistance, and low water absorption, leading to successful validation by top clients in the consumer electronics industry [1] - The company has commenced mass supply of LCP film products for a new generation of consumer electronic mobile terminal soft board antennas, coinciding with the launch of a high-end model by a key client [1] - This mass shipment signifies the first large-scale application of LCP film products in mobile terminal devices, breaking the long-standing foreign monopoly in the high-end LCP film application field [1] Group 2 - The achievement represents a major breakthrough for the company in the consumer electronics field, expected to create new performance growth points and market opportunities [2] - The company plans to leverage this milestone to increase R&D investment in LCP resins, films, and fibers, continuously optimizing product performance and expanding application areas to enhance market share [2] - Future validation of related LCP products is anticipated to lead to technological breakthroughs in critical areas such as brain-computer interfaces, AI servers, embodied intelligence, and satellite communications, providing strong momentum for the company's performance growth [2]

国家知识产权局信息显示，北京小米移动软件有限公司、北京小米松果电子有限公司取得一项名为"设 备唤醒方法、装置、电子设备和介质"的专利，授权公告号CN114639383B，申请日期为2022年3月。 北京小米松果电子有限公司，成立于2014年，位于北京市，是一家以从事零售业为主的企业。企业注册 资本25000万人民币。通过天眼查大数据分析，北京小米松果电子有限公司共对外投资了1家企业，财产 线索方面有商标信息15条，专利信息1167条，此外企业还拥有行政许可5个。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 来源：市场资讯 天眼查资料显示，北京小米移动软件有限公司，成立于2012年，位于北京市，是一家以从事软件和信息 技术服务业为主的企业。企业注册资本148800万人民币。通过天眼查大数据分析，北京小米移动软件有 限公司共对外投资了4家企业，参与招投标项目149次，专利信息5000条，此外企业还拥有行政许可123 个。 ...

智通财经APP获悉，中银国际发布研报称，展望2026年，算力基建投入有望成为驱动AI增长的逻辑主 线，产业链"从0→1"环节有望涌现投资机遇。同时存储涨价或将贯穿整个2026年的时间线，4F2+CBA 等技术成为发展方向；消费电子成本压力和创新机会并存，端侧AI创新产品面临"危"与"机"并存的趋 势。 位元产出增长有限或致存储涨价贯穿2026年全年，存储厂商转向制程升级、高层数堆栈、4F2+CBA等 技术 TrendForce预计2025、2026年存储价格上涨将驱动智能手机综合成本上涨8~10%/5~7%。存储价格上涨 导致消费电子BOM成本压力增加，成本传导式涨价或影响终端产品销量。同时结构性投资机遇依然存 在。一方面，苹果定价策略呈现亲民化趋势，平价款Macbook、折叠机、智能眼镜等产品有望提振果链 增长动力。另一方面，豆包AI手机、夸克AI眼镜、苹果Apple Intelligence等端侧AI硬件新功能逐渐落 地，有望给用户带来创新性的体验。 算力基建驱动AI升级主线，行业聚焦"从0→1"变革节点 主要风险 大模型推理侧Tokens需求快速增长推动CSP厂商积极提高资本开支投入算力基础设施建设。A ...