Core Insights - The article discusses the infrared sensing market and its growth potential, projecting that the market for IR LED, VCSEL, and EEL applications will reach $2.214 billion by 2030 due to various key applications in consumer electronics, automotive, industrial automation, and optical communication [2]. Group 1: Consumer Electronics - The adoption of under-display 3D sensing technology is being led by Apple, which plans to integrate dual-junction VCSEL into the iPhone Pro by 2026 [4]. - Companies like Apple and Meta are expected to launch augmented reality glasses between 2028 and 2030, leveraging 3D sensing for real-time interaction [4]. - The introduction of LTPO panels in smartphones is aimed at optimizing refresh rates and reducing white spot issues, influencing Apple's decision to cancel the development of a specific under-display distance sensor [4]. - Other brands such as Samsung, OPPO, and Xiaomi are also adopting under-display distance sensors, primarily using 940 nm VCSEL technology [5]. Group 2: Advanced Driver Assistance Systems (ADAS) - The EU's General Safety Regulation mandates that new passenger cars and trucks must install ADDW systems starting July 7, 2026, which will drive demand for driver and occupant monitoring systems [8]. - The competitive pressure in the automotive market is affecting the pricing of IR LED components, despite the rising demand for monitoring systems [8]. Group 3: Automotive Automation - Automotive manufacturers are focusing on advanced technologies like adaptive headlights and LiDAR to enhance safety and performance in Level 3 autonomous driving systems [10]. - Companies such as Volvo, General Motors, and BMW are integrating LiDAR technology into their advanced driver assistance systems and autonomous vehicles [10]. Group 4: Industrial Automation and Humanoid Robots - LiDAR technology is increasingly used in robotics and industrial processes, driven by the growth of e-commerce and the demand for efficient logistics solutions [11]. - The year 2026 is projected to mark a new phase for humanoid robots, which will rely on various sensors to interact with their environment [11]. Group 5: Optical Communication - The rise of generative AI is increasing the demand for higher data transmission rates in data centers, with significant growth expected in 800 Gbps and 1.6 Tbps markets starting from 2025 [13]. - NVIDIA aims to develop silicon photonic CPO products that are low-cost, low-power, and reliable, with Micro LED CPO expected to align with these goals [13].

证券之星消息，12月30日消费电子板块较上一交易日上涨0.35%，奕东电子领涨。当日上证指数报收于 3965.12，下跌0.0%。深证成指报收于13604.07，上涨0.49%。消费电子板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301123 | 奕东电子 | 79.50 | 11.17% | 34.19万 | | 26.42亿 | | 300322 | 硕贝德 | 27.29 | 10.71% | 130.05万 | | 35.74亿 | | 603626 | 科森科技 | 19.53 | 10.03% | 93.20万 | | 17.61亿 | | 300115 | 长盈精密 | 45.13 | 9.49% | 181.63万 | | 79.40亿 | | 301486 | 致尚科技 | 126.00 | 6.66% | 12.81万 | | 16.32亿 | | 601231 | 环旭电子 | 31.01 | 5.76% | 66.90万 | | ...

智通财经记者 | 黄锫坚 徐美慧 程璐 周末 陆柯言 伍洋宇 黄姗 李欣媛 周姝祺 马悦然 商业世界如同深海潜流，表面波澜不惊，深处早已换了人间。 当我们把过去几年的"风光财经人物"名单摊开，会发现这不仅仅是名字的更迭，更是一部浓缩的中国商业进化史。三年前，企业家们还在存量废墟中寻 找"救世主"，在迷雾中渴求"孤胆英雄"，而今天，我们终于学会了在确定性中寻找属于每个人的方向和价值。 两年前的2023年春天，人们充满焦虑与渴望，在直播间里通过董宇辉的温情或小杨哥的喧嚣，去抵御某种下坠的失重感。我们崇拜的是那些能在红海中杀出 血路的奇迹制造者。拼多多的陈磊代表了效率，名创优品的叶国富代表了某种全球野心。大家在问：谁能带我们赚快钱？谁能在这个存量时代再造一个增长 神话？我们像溺水者抓住浮木一样，抓住每一个具有"造富潜能"的符号。 而2024年的关键词是"突围"。人们意识到，仅仅靠卖货和喊麦无法支撑一个大国的商业尊严。我们开始崇拜那些"能做出硬核产品"的人。雷军在三年的非议 中交付了小米SU7，冯骥在孤寂中磨出了《黑神话：悟空》。郑钦文和潘展乐走红的背后，是人们对"中国梦"的一种全新定义——不再是隐忍和含蓄，而是 直 ...

近日，有用户在职场社交平台脉脉上发布关于"安克创新裁员"的话题，数位员工在话题下互动称，安克创新已经启动裁员程序，部分员工已完成离职手续签 署。知情人士透露，此次裁员比例接近30%，影响范围覆盖安克创新多个部门，其中外包人员成为主要调整对象。 在全球消费电子市场持续低迷的背景下，国内出海巨头安克创新（Anker Innovations）正遭遇成立以来最严峻的考验。 公开数据显示，2022年至2024年，安克创新的营收从142.51亿元攀升至247.10亿元，年复合增长率达31.7%；净利润从11.43亿元激增至21.14亿元，年复合增 长率高达36.6%。 安克创新此次裁员的导火索，可追溯至今年6月的充电宝召回事件。因上游核心电芯供应商违规替换原材料，安克创新旗下多款充电宝产品存在过热、起火 风险。安克创新不得不在中国、美国、日本等核心市场启动大规模召回，涉及产品数量高达235.2万个。据不完全统计，这场召回风暴预计导致安克创新增 加直接回收成本4.32亿元至5.57亿元，对其现金流构成严重冲击。 召回事件也成为安克创新业绩的分水岭。2024年第三季度财报虽未单独披露召回造成的具体损失，但安克创新毛利率明显下 ...

2025年12月30日，小米集团创始人雷军在其官方微博发布消息表示，要在12月31日晚8点来场硬核的跨年直播。此次直播中，雷军将请 工程师现场拆车边拆边聊。 * [10] M. C. 图源：微博截图 11月5日，易车原创节目发布了小米YU7全网首拆视频，并配文"将YU7从里到外、从上到下，彻底扒了个底儿掉"。 此次雷军跨年直播拆车不只是为了响应网友想看拆车的呼声，更是兼顾回应舆论质疑、展示企业实力、创新品牌营销等多重需求的战 略动作。 图源：微博截图 对此，雷军回应称："我认真看完这个拆解视频，推荐YU7车主们都看看。也欢迎各位同行和专家指点。" 2025年以来，小米和雷军在舆论上连续"翻车"。半年前还是"雷布斯"，过了半年就变成了"雷不群"，好像干啥都是营销，都是套路，怎 么做都是错。 2025年9月25日，小米集团举行了第6次"雷军年度演讲"。虽然名字是"年度演讲"，但实质上它更像是一场以雷军为主角的小米新品发布 会。然而，雷军的演讲，似乎不灵了，不太能打动人了，热度、话题度都很低，外界有解读认为是"翻车现场"。 但是，如今的观众已经悄然转变。前几年，雷军可以靠着个人魅力和励志叙事赢得掌声，而如今的观众似 ...

Core Viewpoint - Lens Technology (300433) (06613) experienced a nearly 6% increase in stock price, currently trading at 25.3 HKD with a transaction volume of 228 million HKD, following the announcement of its high-freedom dexterous hand and head assembly for humanoid robots to be unveiled at CES 2026 [1] Group 1: Product Development and Market Strategy - The company will debut its high-freedom dexterous hand and head assembly for humanoid robots at CES 2026, showcasing its commitment to innovation in robotics [1] - Lens Technology offers flexible cooperation models ranging from complete machine customization to independent supply of core modules, enhancing its market adaptability [1] - The company aims to achieve an annual production capacity of 500,000 embodied intelligent robots at its Yong'an Park, indicating significant scaling in production capabilities [1] Group 2: Future Goals and Industry Positioning - According to the company's "Three-Year Offensive Plan," it targets to maintain a leading position in global shipments of humanoid robots and quadruped robotic dogs by 2027 [1] - The company plans to continuously reduce overall machine costs through large-scale manufacturing, which will facilitate the commercialization of the industry [1] - The CES exhibition will highlight the company's transition from precision manufacturing to an ecosystem approach involving "hardware + algorithms + scenarios," potentially leading to a revaluation of the global technology supply chain [1]

Core Viewpoint - Lens Technology (06613) is set to unveil its high-freedom dexterous hand and head assembly for humanoid robots at CES 2026, indicating a significant step in its strategic focus on AI hardware and robotics [1] Group 1: Company Developments - Lens Technology's stock rose nearly 6% towards the end of trading, currently at 25.3 HKD with a trading volume of 228 million HKD [1] - The company aims to produce 500,000 embodied intelligent robots annually at its Yong'an Park, showcasing its manufacturing capabilities [1] - By 2027, Lens Technology plans to rank among the top global suppliers of humanoid robots and quadruped robotic dogs as part of its "three-year offensive plan" [1] Group 2: Industry Impact - The CES 2026 presentation will address pain points in AI hardware evolution, covering areas such as embodied intelligence, AI data centers, consumer electronics, and smart cockpits [1] - Lens Technology's transition from precision manufacturing to an ecosystem approach combining hardware, algorithms, and scenarios may lead to a revaluation of the global technology supply chain [1] - The company's future goal is to become a leading manufacturer in the AI edge hardware sector, emphasizing its commitment to innovation and market leadership [1]

本报讯(记者何文英)2026年国际消费电子展(CES)即将启幕，《证券日报》记者从蓝思科技（300433） 股份有限公司(以下简称"蓝思科技")获悉，其以"定义AI的物理边界"为主题，将首次系统呈现覆盖"具身 智能—AI数据中心—消费电子—AI硬件—智能座舱"的全栈式AI硬件生态布局。 当下AI算法发展迅猛，硬件载体成智能落地关键。蓝思科技依托精密制造等能力，战略重心转 向"AI+硬件"融合，从供应链关键环节拓展至前沿领域，立志成为驱动AI物理世界的核心引擎。 此次展会，蓝思科技将携五大亮点直击AI硬件演进痛点。 具身智能方面，公司将首次展示高自由度仿生灵巧手与头部总成，集成自研减速器等，采用轻量化骨 架，在力控、精度与耐久性上突破，为机器人进入复杂环境提供支撑。 AI数据中心方面，公司将推出全栈式液冷解决方案与高精度机柜，针对E级超算开发的TGV玻璃基板与 玻璃存储技术，以光子传输替代铜缆，有望推动AI算力成本降超30%。 消费电子方面，公司将展出超薄柔性玻璃等基于原子级工艺的材料与组件，研发的高散热背板已进入全 球核心客户供应链，自研的柔性盖板(UTG)出货量位居行业前列。 AI硬件方面，公司将深度整合微 ...

跨年官 12月31日 晚8点 如果你没有特别的安排 我们一起聊聊天 雷军Ｑ d Glast ( 1 ( 1) ( 1) ( ( ) 12月30日，小米创办人，董事长兼CEO雷军在社交媒体宣布，将在12月31日晚8点开启跨年直播。 雷军表示，"好久没有和大家聊聊了，12月31日晚8点，我将做一场跨年直播。今年就要结束了，这一年 你有哪些难忘的瞬间？我们一起直播聊聊难忘的2025，再展望2026。前几天我在网上看过一个拆SU7视 频，很多人建议拆拆YU7。这次直播，我请工程师现场拆车，一边拆车一边聊，我们一起来场硬核跨 年！" mi ...

消费电子ETF紧密跟踪中证消费电子主题指数，中证消费电子主题指数选取50只业务涉及元器件生产、 整机品牌设计及生产等消费电子相关的上市公司证券作为指数样本，以反映消费电子主题上市公司证券 的整体表现。 数据显示，截至2025年11月28日，中证消费电子主题指数(931494)前十大权重股分别为立讯精密 (002475)、寒武纪(688256)、工业富联(601138)、中芯国际(688981)、京东方A(000725)、澜起科技 (688008)、兆易创新(603986)、豪威集团(603501)、东山精密(002384)、亿纬锂能(300014)，前十大权重 股合计占比56.39%。 消费电子ETF(561600)，场外联接(平安中证消费电子主题ETF发起式联接A：015894；平安中证消费电 子主题ETF发起式联接C：015895；平安中证消费电子主题ETF发起式联接E：024557)。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与 ...