Core Viewpoint - The company aims to make cutting-edge technology more accessible and promote digital and intelligent transformation across various industries, focusing on integrating technology with demand [1][3]. Group 1: Company Development and Strategy - The founders of the company recognized opportunities in the consumer electronics sector in 2002, leading to its establishment and subsequent focus on smart terminal solutions [4]. - The company transitioned from providing basic terminal solutions to customized industry solutions, achieving significant breakthroughs in 2014, which established its leadership in the smart terminal industry [4]. - The company has evolved from a single product line to a diversified ecosystem, becoming a key player in the global "AI + terminal" application ecosystem [4]. Group 2: Product Features and Innovations - The company's products are designed to be user-friendly, allowing for natural interaction without requiring extensive user training, thus lowering barriers for various industries [5]. - The company is developing a complete technical system with its AESOF framework, aiming to create a "neural hub" for intelligent systems that efficiently empower various devices across industries [6][9]. - The company has introduced AI glasses that incorporate its intelligent system, enabling real-time voice translation and image recognition while ensuring data privacy by processing information locally [6][7]. Group 3: Market Trends and Future Outlook - The consumer electronics industry is rapidly evolving, with significant investments from capital and industry giants, indicating a shift from the "App economy" to a more powerful "AI intelligent economy" [9]. - The company is focusing on designing intelligent terminal products that can perceive, decide, and evolve, targeting six major scenarios including personal, family, enterprise, industrial, wearable, and robotics [9]. - The company plans to expand its smart mobile application scenarios and collaborate with partners to create industry-specific intelligent solutions, facilitating a transition from point digitalization to comprehensive intelligence [9].

Group 1 - The core viewpoint is that market risk appetite improved in December, and the spring market is expected to continue [1] Group 2 - Investment suggestions for January include focusing on sectors benefiting from the spread of AI technology and applications, such as optical modules, cloud computing infrastructure, robotics, consumer electronics, and intelligent driving [1] - Certain sub-sectors of non-ferrous metals are expected to benefit from the restructuring of global monetary order and supply-demand imbalances [1] - The cyclical market represented by real estate and general consumption remains tilted towards the left side, with attention on chemicals, power grid equipment, engineering machinery, white goods, and commercial vehicles [1] - Long-term capital inflow into the market is a prevailing trend, with a focus on high-dividend leading companies based on quality cash flow, volatility, and dividend certainty [1] - Improved risk appetite in the capital market is expected to boost the performance of the non-bank financial sector, with a focus on insurance and brokerage firms [1]

1月6日，针对近日小米与博主"万能的大熊"合作引发的相关争议，小米公司发言人官微发表声明称，辞退涉事负责经办人员，同时对集团副总裁兼CMO许 斐和集团公关部总经理徐洁云予以通报批评，扣除2025年相关绩效成绩，并取消2025年度奖金。 以下是全文： 昨天关于团队与相关KOL接触一事，公司立刻启动了专项调查，有了初步结论，公关部总经理徐洁云当晚就向大家同步决定：相关接触已立即终止，且承 诺未来不会合作。 今天，正式调查结果出来，经过管理层讨论，认为该事件严重违背公司原则，也严重伤害米粉朋友们的感情，属于严重违规，按公司制度做出如下处罚： 一、涉事负责经办人员，做辞退处罚。 二、集团副总裁兼CMO许斐和集团公关部总经理徐洁云承担管理失职责任，予以通报批评，扣除2025年相关绩效成绩，并取消2025年度奖金。 ...

据商务部消息，根据《中华人民共和国出口管制法》等法律法规有关规定，为维护国家安全和利益、履 行防扩散等国际义务，决定加强两用物项对日本出口管制。现将有关事项公告如下： 禁止所有两用物项对日本军事用户、军事用途，以及一切有助于提升日本军事实力的其他最终用户用途 出口。 任何国家和地区的组织和个人，违反上述规定，将原产于中华人民共和国的相关两用物项转移或提供给 日本的组织和个人，将依法追究法律责任。 消息人士：中方正研究收紧对日稀土出口许可审查 中国日报援引可靠消息人士称，鉴于日本近期恶劣表现，中国政府正考虑针对性收紧2025年4月4日列管 的中重稀土相关物项出口许可审查。 2025年4月4日，根据《中华人民共和国出口管制法》等有关法律法规，商务部会同海关总署发布关于对 钐、钆、铽、镝、镥、钪、钇等7类中重稀土相关物项实施出口管制措施的公告，并于发布之日起正式 实施。 【头条要闻】 商务部：加强两用物项对日本出口管制 中方提醒：日本应完全解除武装！ 据报道，日本首相高市早苗日前称将以年内修订"安保三文件"为目标。外交部发言人毛宁1月6日在例行 记者会上表示，这反映出日本加速推进"再军事化"的危险动向，国际社会必须 ...

Core Viewpoint - The International Consumer Electronics Show (CES) showcases China's technological advancements, highlighting a transition from "smart creation" to "ecological leadership" in the tech industry [1][4]. Group 1: Technological Advancements - The exhibition features next-generation personal terminals with deep integration of artificial intelligence and multi-modal interaction capabilities [1][4]. - The emergence of embodied intelligent robots with autonomous perception and decision-making abilities marks their entry into both household and commercial applications [1][4]. - Smart vehicles and platforms are reshaping driving experiences and human-vehicle relationships, while core computing chips and advanced solutions empower various industries [1][4]. Group 2: Industry Development Strategies - Strengthening foundational research and frontier exploration is essential for maintaining a competitive edge in global technology, particularly in areas like artificial intelligence, quantum information, and life sciences [2][5]. - Enhancing the resilience and collaboration of the industrial chain is crucial, focusing on upgrading to high-end, intelligent, and green manufacturing, while addressing gaps in key components and advanced industrial software [2][5]. - Optimizing capital supply to support technological innovation involves fostering "patient capital," ensuring smooth capital circulation for core technology enterprises, and enhancing global investment capabilities [2][5]. Group 3: Future Outlook - The trajectory from "Made in China" to "Created in China" and now to "Leading China" indicates a clear upward trend in innovation, positioning China to contribute significantly to global economic development [3][6].

Core Insights - The CES 2026 is expected to showcase a significant focus on AI applications that are "human-centered," reflecting the industry's shift towards how consumers interact with technology [3][4] - Over 3,500 exhibitors are anticipated to participate, covering various sectors including robotics, healthcare, automotive, and gaming, with AI being a central theme [3][4] - The competition in the AI chip manufacturing sector is heating up, with major players like NVIDIA and AMD showcasing their latest technologies, indicating a forthcoming "chip war" at the event [5][6] Group 1 - The CES 2026 is being referred to as the "Spring Festival of the Tech World," with high expectations for AI to dominate the discussions and presentations [1] - The event will feature a record number of robotic products, particularly humanoid robots, aimed at testing consumer acceptance in various applications [4] - AI's impact on healthcare and autonomous mobility will be significant topics at the exhibition [4] Group 2 - NVIDIA's CEO announced the full production of their next-generation AI supercomputer chip platform, Vera Rubin, which will begin customer deliveries later this year [5] - The presence of major semiconductor CEOs, including those from Intel and Qualcomm, highlights the competitive landscape in AI infrastructure development [5] - Chinese companies are gaining prominence at CES, with their displays increasingly capturing attention, previously dominated by South Korean firms [7][8]

多位参展人士告诉证券时报记者，此次展会与往年最大的不同在于，AI不再是企业炫技的工具、可展 示的概念，而是已落地应用于企业展示的各类智能硬件中，从人形机器人到智能眼镜、智能家电、AI 手机、AI玩具、智能电动汽车等，AI全面拥抱现实生活。 AI无处不在 "今年几乎满眼都是AI、机器人，所有企业言必称AI，如果你（企业）没展示点AI相关的技术或者展 品，那等于白来。"一位参展商告诉证券时报记者。 "今年展会上，如果你的产品没有AI，好像没什么吸引力。产业界非常清晰的一个趋势已经到来，无论 是电脑显示器、智能家居，还是机器人或者智能眼镜，几乎所有的硬件都有AI的参与，这个趋势不可 逆，AI已经无处不在，并且AI已经在帮大家做决策了。"一位来自深圳的科技企业负责人对记者表示。 "如果说CES 2025是机器人开始上桌吃饭，那么CES 2026则是机器人开始动手干活的一年，机器人开始 从执行走向主动思考、决策。"一参展商说。 当地时间1月6日至9日，CES 2026在美国拉斯维加斯拉开帷幕。 严翠/供图 证券时报记者 严翠 当地时间1月6日至9日，全球科技界盛会2026年国际消费电子展（CES 2026）在美国拉斯维 ...

Core Insights - The 2026 Consumer Electronics Show (CES) in Las Vegas opened on January 6, highlighting artificial intelligence (AI) applications and robotics as the main focus of this year's event [1] - The event attracted thousands of companies from over 155 countries and regions, showcasing advancements in AI, digital health, future energy, robotics, automotive technology, and smart mobility [1] - The CES will feature over 400 keynote speeches and forum activities during its duration [1] Industry Impact - Chinese companies have significantly increased their influence at CES in recent years, with numerous firms, including industry leaders and startups, participating this year [1] - Gary Shapiro, CEO of the Consumer Technology Association, expressed anticipation for seeing Chinese companies showcase innovative achievements across various fields on this global technology stage [1] New Initiatives - A new section called "Innovation Workshop" was introduced this year to better present trends in cutting-edge technologies like AI and quantum technology [1] - This section aims to create an interactive and collaborative platform for businesses, researchers, and investors through live demonstrations, exchange activities, and specialized forums [1]

Core Viewpoint - Hisense has officially launched its next-generation RGB-Mini LED display technology at CES 2026, achieving significant advancements in color range and precision, positioning itself as a leader in the display technology market [3][5]. Group 1: Technology Advancements - The new RGB-Mini LED technology features three major advancements: an upgraded light source with a new 4-chip backlight system that enhances color gamut to 110% BT.2020, surpassing QD-Mini LED by 10% and QD-OLED by 18% [5]. - The self-developed H7 AI picture quality chip achieves color precision of 134 bits, capable of distinguishing trillion-level color differences, enabling high color gamut across all brightness levels [5]. - A comprehensive end-to-end color management system utilizing professional-grade 3D LUT technology ensures accurate color reproduction, reflecting the creator's intent [5]. Group 2: Health and Energy Efficiency - The RGB-Mini LED technology reduces harmful blue light by 60% compared to QD-OLED and by 75% compared to traditional QD-Mini LED, while also lowering energy consumption by 30% [6]. Group 3: Market Impact and Forecast - The Hisense UX series, the world's first flagship product featuring the new 4-chip colored backlight, won the "CES 2026 Honor Award" and is set to launch in the Chinese market in March 2026 [6]. - During the 2025 Double 11 shopping festival, RGB-Mini LED televisions are expected to capture 50% of the high-end large-screen market, with Hisense holding nearly 90% of that share [6]. - Industry research firm AVC predicts that RGB-Mini LED shipments will reach 500,000 units in 2026, representing a remarkable 25-fold year-on-year growth [6].

海信与世界杯的合作渊源深厚，早在2018年俄罗斯世界杯期间，海信就成为FIFA官方赞助商，这是首 家赞助世界杯的中国消费电子品牌。随后在2022年卡塔尔世界杯上，海信继续担任官方赞助商，品牌知 名度在全球范围内获得显著提升。这种长期稳定的合作关系使海信成为全球体育营销中的中国代表性企 业，也为双方在技术创新和市场拓展方面创造了更多协同机会。 在本届CES展会上，海信重点展示了其在显示技术领域的最新突破，正式发布了全新一代RGB-Mini LED显示技术。作为该项技术的开创者，海信通过光源、芯片、色彩管理系统的全方位进化，将电视色 域突破至110% BT.2020行业新峰值，光色同控精度提升至行业最高134bits。 专题：2026年度国际消费电子展(CES) 新浪科技讯 国际足联主席詹尼·因凡蒂诺今天现身2026年CES消费电子展，特别拜访了海信集团的展 台，与海信CEO兼总裁于芝涛展望了今年世界杯的合作。 这次高规格的访问不仅展示了国际足联与海信之间的深厚合作关系，也凸显了中国科技企业在全球体育 营销领域的影响力。因凡蒂诺在展台现场与于芝涛等海信高管进行了深入交流，并体验了海信展出的最 新电视和显示技术产品 ...