文 | 智能相对论 作者 | 日尧 当地时间1月6日，2026年国际消费电子展（CES）在拉斯维加斯开幕。 公开资料显示，本届CES吸引超4000家企业参展，主题依旧聚焦时下爆火的人工智能，但核心变化已然显现——大会重心从技术创新转向场景落地。 在AI大模型加速融入消费端的当下，智能座舱、具身机器人、AI眼镜等新一代硬件产品成为展会焦点，本届CES也被各方解读为AI全面触摸物理边界的科技 风向标。 这其中，有一个重要的转变值得关注，那就是中国供应链企业的角色跃迁：除了全球科技巨头推出颠覆性终端产品，那些曾隐藏在品牌背后、为技术落地提 供核心支撑的中国供应链企业，正从"幕后英雄"加速走向台前。 如今的中国供应链企业，早已摆脱单纯零部件供应商的定位，凭借全栈式解决方案、核心技术突破和全球化服务能力，成为AI硬件消费时代的关键引领 者。 组团赶考：中国厂商异军突起，供应链升级成核心动能 如果过去中国厂商参加CES是零星参赛，2026年则全面升级为组团赶考。 本届CES中，中国企业参展总数高达942家，占比约22%，稳居全球第二大参展国地位，出海盛况蔚为壮观。反观5年前的2021年，中国参展厂商仅204家， 彼时的C ...

Core Viewpoint - The article discusses the ongoing competition around cost and efficiency in the robotics industry, particularly focusing on the significant price reductions in core components like six-dimensional force sensors, which are essential for humanoid robots [3][10]. Group 1: Price Reduction of Core Components - Fourier, a Shanghai-based robotics company, has announced a six-dimensional force sensor priced below 5000 yuan, a significant drop from the current market price of over 10,000 yuan [3]. - Since the beginning of 2025, domestic sensors, reducers, and dexterous hands have seen price reductions exceeding 50% for some components, driven by changes in manufacturing processes and increased competition [3][10]. - The shift towards lower component costs is aimed at facilitating the large-scale application of humanoid robots by removing financial barriers [3][10]. Group 2: Manufacturing Process Changes - The traditional manufacturing process for six-dimensional force sensors relies heavily on manual calibration, which is time-consuming and labor-intensive [4][5]. - Fourier's new optical-based six-dimensional force sensor design reduces reliance on manual calibration, allowing for automated calibration processes that can significantly lower production costs by over 50% [8][10]. - The transition to automated calibration is expected to enhance production consistency and yield, thereby improving delivery stability for complete robotic systems [10]. Group 3: Market Dynamics and Future Trends - Major orders in the humanoid robot sector are increasing, with companies like Songyan Power and Youbixuan securing significant contracts, indicating a clear trend towards scaling production [10][11]. - The reduction in core component prices is seen as a strategic move by manufacturers to lower overall production costs and enhance competitiveness in the market [11][14]. - The article suggests that the ability to maintain stable delivery and continuous iteration while reducing prices will be crucial for the competitiveness of leading companies in the robotics industry [14].

Core Viewpoint - The article discusses how technology is transforming the support for disabled individuals from a model based on humanitarian aid to one that systematically addresses their core challenges through advanced technology, particularly focusing on brain-computer interface (BCI) and smart prosthetics [2][6]. Group 1: Technological Innovations - Strong Brain Technology is a leading company in non-invasive brain-computer interface technology, which helps individuals with autism communicate with the outside world and assists physically disabled individuals through smart prosthetics [2][6]. - The smart prosthetics developed by Strong Brain Technology, such as the bionic hand and the lightweight M3 bionic leg, utilize AI algorithms to interpret muscle and nerve signals, enabling users to perform various tasks with precision and ease [4][5]. - The bionic hand can perform complex movements, including playing the piano and climbing, while the M3 bionic leg adapts in real-time to the user's movements, providing a natural walking experience [4][5]. Group 2: Social Impact and Accessibility - Strong Brain Technology aims to expand its impact from individual improvements to societal norms through ongoing public welfare collaborations and product innovations [2][8]. - The company has partnered with various organizations to provide free or low-cost smart prosthetics to disabled individuals, enhancing their quality of life and enabling them to participate actively in society [7][8]. - A recent initiative in Zhejiang Province, supported by local organizations, has successfully provided smart prosthetics to 400 individuals, demonstrating the positive social response to such technology-driven projects [8]. Group 3: Future Directions - Strong Brain Technology plans to continue upgrading its smart prosthetics in terms of functionality, comfort, and cost-effectiveness, aiming to make them more accessible to a broader range of users [8]. - The company is also focusing on expanding its offerings in brain disease rehabilitation, particularly for autism and cognitive recovery in older adults, to cover the entire lifecycle of care from rehabilitation to prevention [8].

Core Insights - The 27th China International High-tech Achievements Fair has commenced in Shenzhen, showcasing significant technological innovations under the theme of "AI+" to reshape industry productivity [6][8] - The second China Low-altitude Economy Industry Expo and Summit Forum is being held concurrently, focusing on the development of the low-altitude economy and presenting Shenzhen as a replicable model for national development [6][7] Low-altitude Economy - The low-altitude economy is evolving into a complex "giant system," with discussions on its future development paths and integration strategies [7] - Key industry leaders emphasize the need for simultaneous advancement in safety, development, and ecological construction to ensure sustainable and high-quality growth in the low-altitude sector [7] - The Shenzhen Low-altitude Economy Standard System 2.0 has been released, establishing a framework that covers various critical areas such as flight activities, infrastructure, and operational management [8] Technological Innovations - The DIKI Shenzhen Low-altitude Industry Intelligent Analysis Platform has been introduced, offering capabilities in data collection, intelligent analysis, risk warning, and industry insights, marking a significant step in low-altitude digital infrastructure [8] - Various cutting-edge products were showcased, including the ZG-ONE unmanned eVTOL and AI-powered drones, highlighting technological breakthroughs and applications in the low-altitude economy [9] Industry Collaboration - The event featured a strong representation from the Bao'an district, showcasing its AI production capabilities and the integration of advanced technologies into everyday life [11][12] - The exhibition included a variety of innovative products, such as lightweight exoskeletons and humanoid robots, demonstrating the potential of robotics in enhancing human capabilities [12]

Core Insights - The China International High-tech Achievements Fair (CIHAF) serves as an annual barometer for observing China's technological innovation and a global platform for technological exchange [1] Group 1: Event Overview - The 26th CIHAF showcased a strong representation from Bao'an District in Shenzhen, with 152 participating companies accounting for 20% of the total registrations, marking a nearly 60% year-on-year increase [3] - The event featured a diverse range of companies, including 4 listed firms and 46 specialized and innovative enterprises, highlighting Bao'an's robust industrial capabilities across various sectors such as AI, robotics, and new energy [3] Group 2: Technological Innovations - The Bao'an AI exhibition area was divided into two sections: the "1-hour AI Production Circle" and the "24-hour AI City Vitality Circle," demonstrating the integration of advanced AI technologies into both production and daily life [4] - Notable innovations included the "bionic dexterous hand" from Zhaowei Electromechanical, capable of precise industrial assembly, and the lightweight exoskeleton from Jinpeng Robotics, designed to assist individuals with mobility challenges [6][8] Group 3: Industry Development - Bao'an's industrial output is projected to exceed 1 trillion yuan in 2024, with the district leading the nation in the number of high-tech enterprises for eight consecutive years [11] - The region boasts a comprehensive industrial chain with over 54,000 manufacturing enterprises, supporting a diverse economic base essential for innovation [11][12] Group 4: Innovation Ecosystem - Bao'an has cultivated a vibrant innovation ecosystem, supported by platforms like Huawei Cloud's Intelligent Industry Innovation Center, and ranks second nationally in the "Top 100 Innovative Districts" for four consecutive years [12] - The district is focused on creating high-energy innovation platforms and fostering a conducive environment for technological advancement, evidenced by the establishment of over 800 innovation platforms [12]

Core Insights - The eighth China International Import Expo (CIIE) is set to enhance global economic certainty, showcasing 4,108 overseas exhibitors and their innovations, while highlighting China's high-level openness and development opportunities [1] Group 1: Commitment to Openness - Hangzhou has demonstrated a strong commitment to high-level openness, with companies like AstraZeneca, Ford, Mastercard, and Panasonic participating consistently in the CIIE [2] - AstraZeneca announced an additional investment of approximately $136 million to expand its production base in Qingdao on the first day of the expo [2] - Mastercard showcased its popular JAVA brand coffee machines, emphasizing the digital and intelligent features of its products [2] Group 2: Innovation Showcase - The CIIE serves as a platform for innovation, with Hangzhou's technology sector presenting groundbreaking innovations such as a commercial-grade near-Earth manned aircraft and a "smell TV" that synchronizes scents with visual content [3] - Other innovative exhibits included advanced robotics and AI technologies, showcasing Hangzhou's strong capabilities in high-tech development [3] Group 3: Cultural Heritage and Global Connection - Hangzhou's high-quality development merges tradition and modernity, with 13 local heritage brands showcasing their craftsmanship at the expo [4] - Traditional crafts such as silk weaving and copper sculpture were highlighted, demonstrating the city's rich cultural heritage on an international stage [4] Group 4: New Manufacturing and Global Market Engagement - Hangzhou's Teimeike Industrial Co., as a designated supplier for the G20 Hangzhou Summit, showcased its manufacturing prowess at the expo [5] - The company participated in a series of events aimed at promoting exports and demonstrating the quality of Hangzhou's consumer goods [5] Group 5: Deepening Cooperation - The CIIE acts as a platform for procurement and collaborative innovation, with nearly 50 Hangzhou companies engaging with over 70 multinational corporations [6] - The procurement strategy has shifted from large-scale imports to precise technology acquisition, reflecting local companies' confidence in global perspectives and self-innovation [6] - A large delegation of over 8,100 professional buyers from Hangzhou actively sought advanced equipment and quality agricultural products at the expo [6]

Core Points - The 138th Canton Fair will be held from October 15 to November 4 in Guangzhou, showcasing new highlights and improved preparations compared to previous editions [1] Group 1: Registration and Services - The registration process has been upgraded to enhance convenience for international buyers, featuring 100 self-service registration machines and 312 upgraded self-service windows, doubling the speed of certificate issuance [2][3] - The new registration system allows for QR code certificates, reducing the average certificate production time to 30 seconds, a sixfold improvement [3] - The fair has introduced remote registration points at key locations such as airports and hotels, creating a dual registration network [2] Group 2: Navigation and Technology - The fair has implemented a comprehensive smart navigation service, allowing for precise guidance from the venue to specific booths using a combination of Bluetooth, Beidou, and 5G technology [4] - The Canton Fair app now features indoor real-time navigation, enabling attendees to generate optimal walking routes to their desired booths [4] - An AI exhibition assistant has been introduced to help attendees with navigation and product searches, enhancing the overall experience [5] Group 3: Exhibition Setup - The fair is trialing modular exhibition booth setups to address environmental, efficiency, and safety challenges, allowing for quick assembly using standardized components [7] - As of October 11, 1,632 exhibitors have been connected, with 81 special exhibition booths signed, covering a total of 1,593 square meters [7] Group 4: Cultural Events - The music and food festival at the fair, themed "Food in Guangzhou, Taste the National Games," will feature renowned Cantonese cuisine and cultural performances, promoting local culinary heritage [8] - The event will include interactive experiences and promotional activities for attendees, enhancing the cultural engagement aspect of the fair [8] Group 5: Awards and Innovations - The fair will host the CF Design Innovation Awards, with a record 3,210 products submitted, marking a 38.5% increase from the previous year [9] - Notably, green and smart products have seen significant growth in submissions, with green products up by 37% and smart products by 30% compared to last year [9]

Core Viewpoint - The company is focusing on developing core technologies for next-generation dexterous hand micro-drives and designing applications for bionic dexterous hands [1] Group 1 - The joint laboratory is currently working on overcoming core technologies for micro-drive joints [1] - The company aims to leverage its technological accumulation in electronic components to achieve breakthroughs in core module technology [1] - The goal is to adapt products for scenarios such as robotic joint motor control and to become a significant supplier in the relevant field [1]

Group 1 - Shenzhen leverages its research strengths and industrial foundation to drive industrial upgrades through technological innovation, injecting vitality into high-quality economic development [1] - Traditional industries in Shenzhen are revitalizing through "smart transformation and digital upgrade," with one small home appliance manufacturer completing 8 automated production lines, resulting in nearly a 50% increase in average production efficiency [3] - Shenzhen's industrial technology transformation investment has grown by 47.1%, leading to the establishment of 2 global "lighthouse factories" and 7 national-level intelligent manufacturing demonstration factories [3] Group 2 - Shenzhen has launched an action plan for embodied intelligent robotics technology innovation and industrial development, focusing on AI chips and bionic dexterous hands, providing over 200 million yuan in "training vouchers" to more than 40 related companies [5] - The National Third Generation Semiconductor Technology Innovation Center in Longgang has validated over 120 domestic devices focused on power chip R&D, production, and testing, filling the service gap between laboratory research and product mass production [5] - Shenzhen has gathered over 2,600 artificial intelligence companies and more than 120 companies related to brain science and brain-machine engineering, accelerating the layout of future industries while consolidating existing industrial foundations [7]

Group 1 - The release of the new generation neuromorphic brain-like computer "Wukong" by Zhejiang University marks a significant advancement in China's neuromorphic computing field, achieving international advanced levels with a neuron count close to that of a macaque brain [1] - The successful implementation of "Wukong" is expected to drive the brain-like intelligence industry from single breakthroughs in brain-machine interfaces to a systematic development, benefiting related sectors such as intelligent robotics [1] - The infrastructure for China's brain-like intelligence industry is steadily improving, with various algorithm models transitioning from laboratories to market applications [1] Group 2 - Strong Brain Technology, as the first domestic unicorn in the brain-machine interface field, has developed multiple intelligent products, including "smart bionic hands" and "brain-machine intelligent sleep instruments," achieving mass production [2] - The combination of "toolchain + benchmark products" is shortening the technology validation cycle and fostering early market user habits, shifting the industry from "research-driven" to "demand-driven" [2] - The brain-machine interface sector is experiencing rapid commercialization, with applications in healthcare, such as clinical trials for brain-machine products by Hangzhou Boling Medical Technology [2] Group 3 - Smart education is emerging as a significant application area for brain-like intelligence, with products aimed at enhancing focus among youth using non-invasive brain-machine interface technology [3] - The application of brain-like intelligence is expected to exhibit a "three high" trend: high-frequency interaction, high-precision control, and high-value medical applications [3] - The development of the brain-like intelligence industry is characterized by a three-pronged approach of policy guidance, capital support, and technological iteration [3]