全球科技盛会2026年国际消费电子展（CES 2026）于当地时间1月6日开幕，芯片巨头掌门人——英伟 达CEO黄仁勋、英特尔CEO陈立武、AMD CEO苏姿丰、高通CEO安蒙相继登场。值得注意的是，这四 家芯片巨头既有合作也有竞争，却鲜少出现在同一舞台。 他们正指向AI时代一个更为宏大的发展目标：数百倍的算力增长需求和背后从云到端全面的AI应用拓 展空间。 而中国厂商正在CES上扮演越来越重要的角色。无论是AI眼镜、各形态机器人，中国厂商的积极参展， 也在海外引发高度关注，甚至让现场展台"水泄不通"。 例如，宇树科技把"传统艺能"拳击赛带到现场，21世纪经济报道记者发现，观赛人员围了里三层外三 层，纷纷高举手机拍摄G1机器人灵活的动作表现。 一众中国原生AI硬件厂商备受关注的背后，是中国企业全球角色的进阶：凭借供应链与研发能力的长 期沉淀，中国已升级为全球科技创新的关键力量。 AI大模型加速发展背后，是底层算力基础设施的快速演进支撑。在CES现场，芯片巨头掌门人们都强调 了算力的飞速增长态势，以及由此引发的应用新机会。 英伟达创始人兼CEO黄仁勋指出，物理AI的"ChatGPT时刻"已然到来。机器开始具备理 ...

Core Insights - The article discusses the evolution and potential of humanoid robots, highlighting the advancements in technology and the aspirations of the industry to integrate these robots into everyday life [1][2]. Company Overview - Zhao Tongyang, the founder of Zhongqing Robotics, has a history of working in the robotics sector, initially focusing on IoT before pivoting to humanoid robots [2][3]. - The company made its debut at the 2025 Alibaba Cloud Conference, showcasing its capabilities through a performance that demonstrated the robot's coordination and balance [2]. Funding and Partnerships - Zhongqing Robotics has successfully completed two rounds of financing in July 2023, with significant investments from Xiaopeng Motors and JD.com, among others [4][5]. - A strategic partnership was established with Duolun Technology, which plans to purchase at least 2,000 humanoid robots over three years for applications in road safety and data collection [5]. Technology and Development - The company positions itself as a full-stack self-research entity, focusing on both hardware and software, aiming to create robots that exhibit human-like characteristics [6]. - The current focus is on enhancing the physical capabilities of robots before advancing their intelligence, addressing issues related to agility, coordination, and stability [6][12]. Market Strategy - The company plans to begin large-scale deliveries in October 2023, with an expected production capacity of 500 units per month by the end of the year [13][14]. - Zhongqing Robotics aims to explore various application scenarios beyond education and research, seeking to commercialize its technology effectively [15]. Competitive Landscape - The founder emphasizes the importance of not being defined solely as a hardware company, highlighting the uniqueness of Zhongqing Robotics compared to competitors like Yuzhu [9]. - The company is cautious about engaging in price wars, focusing instead on delivering value through its products [16].

Core Insights - The article discusses the evolution and significance of humanoid robots and embodied intelligence, highlighting the advancements in technology and the potential for these robots to integrate into everyday life [1][2]. Group 1: Company Overview - Zhao Tongyang, founder of Zhongqing Robotics, has a long-standing commitment to humanoid robots, having previously worked in the IoT sector before focusing on robotics [4]. - Zhongqing Robotics gained attention with the debut of its PM01 robot at the 2025 Alibaba Yunqi Conference, showcasing its capabilities through a viral video featuring a "front flip" [5][6]. - The company has successfully completed two rounds of financing in July 2023, with significant investments from Xiaopeng Motors and JD.com, indicating growing interest and confidence in the humanoid robotics sector [11][12]. Group 2: Market Position and Strategy - The company aims to differentiate itself in a crowded market by focusing on both hardware and software development, rather than being categorized solely as a hardware company [15]. - Zhongqing Robotics is addressing the challenges of humanoid robots by first enhancing their physical capabilities before advancing their intelligence, emphasizing the importance of a robust physical form [17][18]. - The company plans to begin large-scale deliveries in October 2023, with an expected production capacity of 500 units per month by the end of the year [30][32]. Group 3: Future Prospects and Applications - The ultimate goal for humanoid robots is to integrate them into households, but the company acknowledges that this will take time and requires a phased approach starting with simpler applications [33]. - Zhongqing Robotics is exploring various fields beyond education and research to ensure sustainable growth and potential market value in the future [34]. - The collaboration with JD.com focuses on technical aspects, utilizing JD's JoyInside model technology while also conducting internal adjustments [35].

Core Viewpoint - Guangdong has emerged as China's largest hub for the intelligent robotics industry, leading in both industry scale and the number of enterprises, fostering a vibrant ecosystem for innovation and entrepreneurship in robotics [1][2][11]. Group 1: Industry Overview - Guangdong Province hosts over 160,000 robotics-related companies, ranking first in the nation, including global giants like KUKA and ABB, as well as emerging companies like Zhongqing Robotics [2]. - The Midea KUKA Intelligent Manufacturing Technology Park in Shunde exemplifies a complete value chain in robotics, achieving an 85% supply chain integration rate within a single park [2][5]. Group 2: Innovation and Development - KUKA China emphasizes local supply chain integration and continuous investment in basic research to enhance the usability and maintainability of robots, aiming to lead the industry [5]. - Huashu Robotics has positioned itself as a leading domestic industrial robotics company through independent innovation, addressing critical challenges in robotics technology [5][10]. Group 3: Ecosystem and Collaboration - The "Robot Valley" in Shenzhen is a significant innovation hub, housing numerous robotics companies and research institutions, facilitating collaboration and rapid development [10][11]. - The XbotPark Robotics Base in Dongguan has incubated over 140 companies, boasting an 80% survival rate for startups, significantly higher than the global average [13][14]. Group 4: Market Potential - The robotics industry is projected to evolve into a massive sector worth tens of trillions, necessitating collaboration across the entire ecosystem to achieve this scale [12]. - The Guangdong region's dense manufacturing base, particularly in 3C electronics and automotive sectors, provides abundant application scenarios for industrial robots, enhancing market responsiveness [5][9].

Core Insights - The competition in the small-sized humanoid robot market is intensifying, with companies like Zhiyuan Robotics launching new models and seeking partners for commercialization [1][4] - Small-sized humanoid robots, typically around 1.3 meters tall, are gaining traction due to their application in educational, entertainment, and exhibition scenarios, where they offer cost advantages over larger models [1][5] - The market for humanoid robots in entertainment and exhibitions may face challenges due to potential declines in public interest, leading to questions about the sustainability of demand [2] Market Dynamics - Zhiyuan Robotics announced the launch of the Lingxi X2 humanoid robot, priced between 100,000 to 400,000 yuan, with plans for mass production and a target of several thousand units by the end of 2026 [1][4] - The Lingxi X2 features a weight of 35 kg, a maximum payload of 3 kg, and a battery life of approximately 2 hours, with capabilities for various interactive and performance tasks [4] - The company is adopting a B to B to C model to meet specific market needs through partnerships, addressing customization requirements for different scenarios [4][5] Competitive Landscape - The small-sized humanoid robot market is characterized by significant sales, with models like the N2 robot from Songyan Power achieving over 1,000 units sold, indicating strong demand in the education and exhibition sectors [1][5] - Companies are focusing on enhancing interactive capabilities, as many existing models lack advanced interaction features, which are crucial for engaging users in entertainment contexts [5] Future Developments - Zhiyuan Robotics is exploring the elder care market, collaborating with other companies to develop humanoid robots for senior living communities [6] - The company has established a strong leadership team with extensive experience in the smart hardware sector, positioning itself for future growth in the humanoid robot industry [8]

Core Insights - Guangdong is experiencing a rapid emergence of various industrial clusters, referred to as "industrial valleys," focusing on new and future industries, leveraging its manufacturing base, consumption market, and innovative technology ecosystem [1][2][6] - The transformation from traditional industrial clusters to industrial valleys emphasizes the integration of upstream and downstream supply chains, enhancing the overall competitiveness of the industrial ecosystem [2][6][10] Industrial Valleys Overview - Shenzhen has developed a "robotics valley" with companies like UBTECH and Yujian Technology, supported by nearby educational institutions, fostering a collaborative environment [3][8] - Guangzhou's "digital economy valley" has attracted over 36,000 digital enterprises and 160,000 digital talents, creating a complete chain from technology research to commercial application [3][4] - Other industrial valleys include the "new energy valley" in Shantou and the "潮玩 creative valley" in Dongguan, showcasing the diverse industrial landscape across Guangdong [4][5] Transition to New Industries - The shift from labor-intensive industries to emerging industries is characterized by a focus on digitalization and smart technologies, enhancing the resilience of the industrial ecosystem [2][10] - The industrial valleys are not merely geographical labels but represent a significant upgrade in industrial positioning, reflecting a move towards technology-intensive sectors [6][11] Competitive Advantages - Guangdong's industrial valleys are supported by a robust market foundation, high marketization levels, and a strong talent pool, which collectively enhance the region's competitive edge [7][10] - The integration of high-level talent and technology is crucial for the success of these industrial valleys, as it attracts capital and fosters innovation [11][12] Policy and Support - The Guangdong government has initiated various policies to support the development of artificial intelligence and robotics, aiming to unlock new application scenarios for emerging technologies [13][14] - Programs like the "Million Talents Gathering in Nanyue" aim to attract top talent to support the growth of new industries [11]