电子 2026 年 01 月 13 日 行业动态跟踪报告 AI 动态跟踪系列（十三）端侧 AI：AI 重塑智能硬件 杨钟 投资咨询资格编号 S1060525080001 y angzhong035@pingan.com.cn 徐碧云 投资咨询资格编号 S1060523070002 XUBIYUN372@pingan.com.cn 事项： 近日，国际消费电子展（CES2026）在拉斯维加斯如期举行，各家公司发 布多款智能硬件新产品。 平安观点： 行 业 报 告 行 业 动 态 跟 踪 报 强于大市（维持） 行情走势图 证券分析师 证 券 研 究 报 告 告 智能眼镜轻量化取得突破，扫地机"具身智能"惹人注目。本届 CES2026 聚焦智能终端，核心亮点为 AI 与硬件深度融合，技术潜能转化为现实科 技成果。智能眼镜成焦点，莫界 25g、极米 28.9g 产品突破 30g 轻量化阈 值，通过光学技术与材料升级实现，推动其向日常佩戴跨越；场景化功能 成核心壁垒，聚焦多垂直领域，迈向细分深耕。此外，追觅升级款具身智 能扫地机亮相，以独特结构设计实现全屋清扫、多样家务，集成养老服务 模块，适配多代同堂需求。 AI 驱动 ...

截至2026年1月12日10:14，机器人ETF(159770)盘中换手2.08%，成交2.29亿元。跟踪的中证机器人指数(H30590)强势上涨 1.60%，成分股科大讯飞上涨6.98%，中控技术上涨6.45%，柏楚电子上涨6.11%，弘讯科技，昊志机电等个股跟涨。 拉长时间看，截至1月9日，机器人ETF(159770)近2周规模增长3.33亿元，近3月份额增长18.47亿份，实现显著增长。 1、特斯拉Optimus核心供应商新剑传动启动IPO辅导，冲刺人形机器人赛道资本舞台 据业内消息，特斯拉机器人核心供应商新剑传动启动IPO辅导，聚焦行星滚柱丝杠等关节部件，人形机器人量产带动产业链提 速。据了解，该公司成立于1999年，是国家专精特新"小巨人"企业，主营业务包括滚轧成型蜗杆齿轮、行星滚柱丝杠、直线及 旋转型电驱动关节等产品，其产品自2022年起已应用于特斯拉人形机器人Optimus。 机器人ETF(159770)紧密跟踪中证机器人指数，为投资者提供一键布局机器人全产业链的高效工具。 科创综指ETF天弘(589860)紧密跟踪科创综指，其权重股汇聚优质科技龙头企业。十大权重股公司品牌优势突出，科研实力雄 ...

全球科技界的目光再次聚焦拉斯维加斯。当地时间1月6日至9日，2026年国际消费电子展(CES 2026)在美国拉斯维加斯举行。这场被誉为"科技春晚"的年度 盛会，正成为观察全球科技产业走向的重要窗口。 与往年相比，CES 2026的主题更加鲜明——AI与机器人全面走向舞台中央。本届展会首次设立"AI与量子创新融合专区"，新一代AI芯片、具身智能机器 人、AI PC、智能驾驶等前沿技术与应用密集亮相，折射出人工智能从技术突破向规模化商业落地加速演进的趋势。 官方数据显示，本届CES参展企业总数超过4000家。尽管全球科技产业仍面临地缘政治和供应链不确定性，中国企业参展数量依然达到942家，占比约 22%，稳居全球第二大参展国。业内普遍认为，CES 2026有望成为研判2026年科技产业趋势和投资方向的关键节点，尤其是AI技术商业化进程或将明显提 速，相关产业链机会值得重点关注。 在家电与智能终端领域，中国企业的存在感尤为突出。TCL通过TCL实业与TCL科技两大产业集团，联动智能终端、半导体显示和新能源光伏三大核心业务 参展，展位面积达2453平方米，连续多年成为CES上规模最大的中国品牌。展会上，TCL带来了 ...

追觅科技携全屋智能生态亮相CES 2026，以AI构建高端智慧生活 1月6日，追觅科技携"全屋智能生态"重磅亮相2026 年国际消费电子展（CES 2026），呈现包括智能大家电、智能清洁、智能厨电、个护产品、智能庭院 及智能影音在内的全线核心产品，并首次展出具身智能扫地机、具身智能割草机等突破性创新成果。 点评：全屋智能生态背后，具身智能技术发挥着关键作用。作为当下行业关注的的前沿方向，具身智能正在重塑智能设备与真实世界的交互方式。 高德扫街榜上线100天：已累计吸引86万家商家入驻 封面新闻记者 吴雨佳 易弋力 北京环球度假区环球中国年1月23日盛大启幕 1月7日，北京环球度假区宣布 "环球中国年" 主题活动将于1月23日至3月3日再度盛大启幕，将以国际化主题公园方式诠释传统年味，呈现一场中外融合、 热闹非凡的新春派对。园区内随处可见的新春装饰将节日氛围拉满，地标级景观"环球绮愿金梅树"也将升级回归，探索欢庆过年的无限新方式。 点评：北京环球度假区推出中国年活动，核心是精准的本土化商业策略。通过嫁接春节这一国民情感节点，将传统元素与自有IP深度融合，既刺激了季节 性消费需求，又强化了品牌情感联结。此举有效 ...

凤凰网科技讯 1月7日，追觅科技在CES 2026上展出其全屋智能生态系统，覆盖智能大家电、清洁、厨 电、个护、庭院及影音等多类产品，并首次公开亮相具身智能扫地机与具身智能割草机。展会期间，追 觅宣布凭借超过50项全球首创技术，在首日已获得数十项创新奖项。 追觅指出，具身智能技术是全屋智能生态的关键，该技术增强了产品在真实环境中的感知、决策与执行 能力，使扫地机、洗衣机、割草机等设备具备自主应对复杂情境的能力。 追觅科技创始人兼CEO俞浩表示，公司旨在通过全屋智能生态提供"主动智能"体验，使产品能够基于场 景感知与协同能力，减少用户干预。该系统依托多模态感知与智能控制算法，提升设备对家庭环境的识 别、理解与任务规划能力，并可通过学习用户习惯实现自适应运行与跨设备联动。 ...

围绕这一目标，追觅构建的全屋智能生态系统覆盖了室内外多个生活场景，包括智能大家电、智能清洁、智能厨电、个人护理、智能庭院及智能影音等领 域。通过高度集成的智能设备，追觅为全球用户构建了全天候、全空间的智慧生活体验。无论是自动调节的洗衣机、冰箱和空调，还是高效的扫地机、洗地 机、吸尘器等清洁产品，都能自如地为家庭带来更舒适、高效、健康的生活体验。 在技术层面，追觅全屋智能生态系统通过多模态感知系统与智能控制算法，可显著提升产品对家庭环境的感知、识别、理解与任务规划能力。同时，基于对 用户偏好与使用习惯的持续学习，产品可在不同空间与场景中实现自适应运行与协同联动。依托全屋智能生态，追觅的产品不再只是单点"工具"，而是能够 理解需求、主动匹配场景并提供个性化服务的家庭智能助手，实现从"被动响应"到"主动服务"的体验升级。 追觅认为，随着智能算法能力与生态协同的持续迭代，AI将进一步成为全屋智能生态的关键驱动力，推动家庭生活在效率、体验与便捷性方面实现长期提 升。 在追觅的全屋智能生态背后，具身智能技术发挥着关键作用。作为当下行业关注的的前沿方向，具身智能正在重塑智能设备与真实世界的交互方式。追觅持 续推进具身智能在 ...

追觅方面表示，未来将持续加大在核心技术领域的研发投入，进一步完善协同高效的全屋智能生态系统，为全球用户打造一种智能生活和一个"懂你"的家。 （心月） 1月6日，追觅科技携"全屋智能生态"亮相2026 年国际消费电子展（CES 2026），呈现包括智能大家电、智能清洁、智能厨电、个护产品、智能庭院及智能 影音在内的全线核心产品，并首次展出具身智能扫地机、具身智能割草机等突破性创新成果。 追觅认为，随着智能算法能力与生态协同的持续迭代，AI将进一步成为全屋智能生态的关键驱动力，推动家庭生活在效率、体验与便捷性方面实现长期提 升。 在追觅的全屋智能生态背后，具身智能技术发挥着关键作用。作为当下行业关注的前沿方向，具身智能正在重塑智能设备与真实世界的交互方式。追觅持续 推进具身智能在家庭场景中的深度应用，不断强化感知、决策与执行等关键技术能力，推动扫地机器人、洗衣机、割草机等产品实现能力创新突破，具备自 主决策与动态执行能力。这一技术使产品不仅能够完成传统的清洁、洗涤等任务，还能在不断变化的环境中自主应对复杂情境，实现高度智能化操作。 追觅科技创始人兼CEO俞浩称："追觅希望以全屋智能生态产品为核心，为用户打造'主动 ...

Core Insights - The focus of the global AI competition is shifting from model parameters to real-world applications, as highlighted by the upcoming CES 2026, which will showcase AI's integration into hardware products [2][3] - CES 2026 is expected to demonstrate how AI is moving from virtual tools to physical applications, impacting various sectors including manufacturing, transportation, and healthcare [4][5] Industry Trends - Robotics will be a central theme at CES 2026, with over 4,000 companies participating, particularly from China and the U.S. [4] - The past year has seen significant advancements in robotics, including the mass production of humanoid robots and emotional companion robots, indicating a shift from screen-based operations to robotic applications [4][5] - Notable Chinese companies like Yushun Technology and Star Motion will showcase their humanoid robots, emphasizing the commercialization of AI technology [5][6] Product Innovations - Yushun Technology will present its Unitree H1 humanoid robot, which has gained significant attention since its launch [5] - Other companies, such as MOVA and Stone Technology, will unveil new products, including advanced cleaning robots and multi-functional devices capable of performing complex tasks [6][7] - The CES will feature a dedicated exhibition area for embodied intelligent robots, showcasing their practical applications in various industries [5][6] AI Hardware Developments - The exploration of the best carriers for AI large models continues, with smart glasses emerging as a popular category at CES 2026 [7][9] - Companies like TCL and Lenovo will present their latest AI-driven consumer electronics, including advanced TVs and PCs, indicating a trend of integrating AI into traditional product categories [12][13] - Major chip manufacturers like NVIDIA, Intel, and AMD will compete at CES, highlighting the critical role of chips in the AI hardware landscape [13][14] Conclusion - CES 2026 will not provide a definitive answer regarding the ultimate AI device but will clearly illustrate the trend of AI transitioning from abstract capabilities to concrete products for everyday use [14][15]

Group 1 - The CES 2026 will take place from January 6 to January 9, focusing on AI as it transitions into practical applications, marking the year as the beginning of AI technology integration and industrialization [2][9] - A total of 4,112 companies will participate in CES 2026, with major players like AMD, Lenovo, Hisense, and TCL showcasing innovations across various sectors, including chips, hardware, and vertical applications [2][3] - The event will highlight the integration of AI in various industries, including automotive and supply chains, demonstrating deep connections and applications across the entire industry chain [2][6] Group 2 - NVIDIA's CEO Jensen Huang will not deliver a keynote this year but will participate in discussions about AI's impact on consumer electronics and infrastructure [3][7] - AMD is expected to unveil its next-generation mobile processor, the Ryzen AI 400 series, featuring 12 Zen 5 cores and enhanced NPU capabilities [6][4] - Siemens' CEO will present advancements in industrial AI, showcasing how AI, digital twins, and automation are transforming manufacturing and infrastructure [6][9] Group 3 - The home appliance sector will see significant AI integration, with major companies like Hisense and TCL leading the charge in redefining the future of home electronics [10][11] - Hisense will introduce the world's first display technology upgraded to a "four-core architecture," along with a humanoid robot capable of multi-language interaction [10][11] - The cleaning appliance market, particularly robotic vacuums, is dominated by Chinese brands, while iRobot faces bankruptcy, highlighting a shift in market leadership [13][19] Group 4 - The CES 2026 will feature a strong presence of embodied intelligence products, with over 50% of exhibitors being Chinese companies, showcasing advancements in humanoid robots and smart assistants [20][22] - New AI-native devices, including AI glasses and AI headphones, will be introduced, indicating a shift towards AI as the next generation of consumer electronics [24][26] - The event will also host discussions on the future of technology, including topics like AI's role in industrial transformation and the commercialization of embodied intelligence [30][28]

Group 1: CES 2026 Overview - CES 2026 will take place from January 6 to January 9, 2026, in Las Vegas, showcasing the latest innovations in technology and serving as a window to predict future trends in the tech industry [2] - A total of 4,112 companies will participate, with China and the US being the main players, despite Apple's absence [2] - The central theme of CES 2026 will revolve around AI, transitioning into the stage of practical applications and integration across various industries, including consumer electronics and automotive sectors [2] Group 2: Key Company Highlights - Nvidia, AMD, and Intel are expected to showcase significant advancements in AI technology, with AMD's stock having risen over 75% in the past year [5] - AMD will unveil its next-generation mobile processor, the Ryzen AI 400 series, featuring 12 Zen 5 cores and enhanced NPU capabilities [5] - Intel will introduce the third-generation Core Ultra series processors, boasting a 50% performance improvement over the previous generation [5] Group 3: AI Integration in Consumer Electronics - AI is increasingly embedded in consumer electronics, with major home appliance companies demonstrating deep applications of AI to enhance product efficiency [9] - Hisense will launch the world's first upgraded display technology featuring a "four-core architecture" and AI image processing capabilities [9] - TCL will present a wide range of display products, including the world's first printed OLED screen for automotive displays [10] Group 4: Robotics and Smart Home Innovations - The robotics sector is seeing a surge in companies showcasing products capable of complex tasks, with a significant presence from Chinese firms at CES 2026 [19] - New products include flying vacuum cleaners and stair-climbing robots, indicating advancements in smart home technology [14][16] - Companies like Ecovacs and Roborock are expected to unveil new models in the cleaning appliance category, with Ecovacs CEO scheduled to give a keynote speech [12] Group 5: AI-Driven New Devices - CES 2026 will feature a variety of AI-native devices, including AI glasses and headphones, with numerous companies participating in this emerging market [23] - XREAL will showcase its latest AI glasses, while other firms will present innovative AR products [25] - Lightwear AI, a new wearable device, will be introduced, aiming to redefine human-computer interaction in the AI era [26] Group 6: Industry Discussions and Networking - TiMedia will host multiple roundtable discussions on topics such as AI's impact on industries and the commercialization of embodied intelligence [31] - A high-end networking event, "China Innovation Night," will take place, bringing together leaders from global tech brands and AI ecosystems [31] - The event will also feature the release of the "2026 CES Innovation List," recognizing outstanding achievements in technology and design [31]