Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [40]. Core Insights - The "AI + Manufacturing" initiative aims to establish a globally leading development ecosystem by 2027, focusing on key technology breakthroughs and the cultivation of influential enterprises [11][13]. - The CES 2026 showcased significant advancements in smart electric vehicles, highlighting the industry's shift towards deep integration of hardware and software solutions [14][16]. - China's application for over 200,000 satellite frequency resources marks a strategic move in the low Earth orbit satellite internet sector, aiming to enhance its capabilities against competitors like SpaceX [17][20]. - SpaceX's approval to deploy an additional 7,500 second-generation Starlink satellites reinforces its dominant position in the global low Earth orbit satellite market [21][23]. - The upcoming release of DeepSeek V4 is expected to significantly impact the AI landscape, particularly in code generation capabilities, positioning it as a strong competitor in the market [24][25]. Summary by Sections AI + Manufacturing - The initiative outlines 21 specific tasks across seven key areas, including innovation, product breakthroughs, and international cooperation, to support the integration of AI in manufacturing [12]. - The policy aims to reshape production models and create vast market opportunities across the supply chain [11][13]. CES 2026 - The event highlighted the transition of the automotive industry from basic electrification to deep technological integration, with a focus on unique user experiences [14][16]. - Companies showcased advancements in smart driving systems and integrated solutions for vehicle production [15]. Satellite Internet - China's strategic application for satellite frequency resources aims to secure a competitive edge in the satellite internet market, with significant implications for future deployment and operational capabilities [17][20]. - The initiative is seen as a national priority, with the potential to enhance China's satellite manufacturing and launch capabilities [18]. SpaceX Developments - SpaceX's expansion of its Starlink satellite network is expected to improve internet connectivity and performance, particularly in underserved regions [21][22]. - The approval of new satellites and technology upgrades positions SpaceX as a key player in shaping global satellite internet standards [23]. DeepSeek V4 - The anticipated launch of DeepSeek V4 is expected to elevate its competitive stance in the AI sector, particularly in programming capabilities, challenging existing market leaders [24][25].

撰文 | 张 南 编辑 | 黄 大 路 设计 | 甄 尤 美 尽管有数字显示，这次来美国参加 2026 年消费电子展（ CES ）的中国展商，较上一年少了三分之一，只有不到 1000 家参展，展会现场似乎也有 冷清之嫌，但是中国人的面孔、声音和努力却是随处可看见、可听到、可感觉。 相反，以往同样存在感很强的日韩势力却相对弱了很多。究其原因，就汽车行业而言，《汽车商业评论》了解到，因为汽车电子领域的发展边界 已经越来越收敛，日韩特别是韩国企业在这方面已经没有太大竞争力，选择退出成为必然。 就是在这样的背景下，当地时间 1 月 7 日晚上，在拉斯维加斯 LUXOR 酒店，一场由世界新汽车生态协会和轩辕同学联合主办的" 2026 轩辕新汽 车之夜（拉斯维加斯）"盛大举行。 .共探新营销，共创新可能 大约 100 位受邀的中外汽车人莅临现场，他们或是来自主机厂，或是来自供应链，有的是专程来参展，有的是专程来看展，有的是专程来和同行 相聚。此次轩辕新汽车之夜，人气一点也没有比以往减弱，它成为中国汽车人全球化征程的又一个标志性夜晚。 恰如英伟达创始人、首席执行官黄仁勋在 CES2026 开幕前定调演讲中所说的那样，当下世 ...