全球科技界目光再次聚焦拉斯维加斯。1月6日—9日，2026年国际消费电子展（CES 2026）在美国拉斯 维加斯举办。 CES有"科技春晚"之称。今年，AI与机器人站上舞台中央，成为这场科技盛宴的主角。本届CES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、智能驾驶等创新应用将密集发 布。 国内外科技巨头云集。英伟达CEO黄仁勋发表主题演讲，AMD主席兼CEO苏姿丰、西门子总裁博乐仁 等产业领袖带来重磅分享。兆威机电、石头科技、长城汽车、TCL科技等多家A股上市公司携最新产品 亮相，涵盖机器人、智能硬件、新能源汽车等热门赛道。 业内人士认为，本届CES有望成为观察2026年科技产业趋势和投资方向的重要窗口，AI技术商业化进程 或将提速，相关产业链投资机会值得关注。 Q CES 2026有何看点？ A 国际消费电子展（CES）由美国消费技术协会主办，是全球最大的科技展会，每年1月在拉斯维加斯举 行，被誉为"全球科技产业的风向标"。 看点一：AI无处不在 AI技术是CES 2026的绝对主角。从AI专用PC到新型芯片，本届CES创新产品层出不穷。展会首次设 立"CES Foundr ...

全球科技界目光再次聚焦拉斯维加斯。1月6日—9日，2026年国际消费电子展（CES 2026）在美国拉斯 维加斯举办。 CES有"科技春晚"之称。今年，AI与机器人站上舞台中央，成为这场科技盛宴的主角。本届CES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、智能驾驶等创新应用将密集发 布。 国内外科技巨头云集。英伟达CEO黄仁勋发表主题演讲，AMD主席兼CEO苏姿丰、西门子总裁博乐仁 等产业领袖带来重磅分享。兆威机电（003021）、石头科技、长城汽车（601633）、TCL科技 （000100）等多家A股上市公司携最新产品亮相，涵盖机器人、智能硬件、新能源汽车等热门赛道。 业内人士认为，本届CES有望成为观察2026年科技产业趋势和投资方向的重要窗口，AI技术商业化进程 或将提速，相关产业链投资机会值得关注。 Q CES 2026有何看点？ A 国际消费电子展（CES）由美国消费技术协会主办，是全球最大的科技展会，每年1月在拉斯维加斯举 行，被誉为"全球科技产业的风向标"。 看点一：AI无处不在 AI技术是CES 2026的绝对主角。从AI专用PC到新型芯片，本届CES创新产 ...

Core Insights - The company has entered into a deep strategic partnership with Zhongqing Robotics to create a new ecosystem for smart home robotics [1][3] Group 1: Strategic Cooperation - The collaboration will leverage the strengths of both parties, focusing on home and commercial scenarios to enhance user experience through robotics [3] - The aim is to integrate robots as "new family members" that understand needs and provide services, covering basic functions like cleaning, moving, and organizing, as well as emotional and safety roles [3][4] Group 2: Implementation and Development - The partnership will begin with pilot stores to collect user feedback and scene data, addressing practical issues such as autonomous movement and human-robot interaction [4] - Both companies will work on key challenges in training simulation, data collection, and secondary development to ensure technology fits the scene requirements and achieves productization [4]

Core Insights - China is set to innovate its open-source mechanism to explore more efficient open-source models [1][2] - The goal is to achieve over 70% penetration of new intelligent terminals and intelligent agents by 2027 [2][3] - The National Development and Reform Commission (NDRC) aims to create a supportive policy environment and promote collaborative innovation [4][5] Group 1: Open-Source Mechanism - The NDRC will promote technology breakthroughs and open-source sharing to accelerate innovation [1] - Emphasis on establishing an open-source contribution evaluation and incentive mechanism to lower technical barriers [1] Group 2: Intelligent Agent Proliferation - The "Artificial Intelligence +" initiative aims for over 70% application penetration of new intelligent terminals and agents by 2027 [2][3] - Intelligent agents are expected to enhance productivity and quality of life across various sectors [2] Group 3: Policy and Collaboration - The NDRC will develop policies for technical support, application promotion, and safety governance to foster a conducive environment [4] - Collaboration with industry leaders will be encouraged to validate applications and overcome key technological challenges [4] - Establishment of national AI application bases to provide shared services like computing power and data [4]

Core Viewpoint - The Chinese government aims to achieve over 70% application penetration of new-generation intelligent terminals and intelligent agents by 2027 as part of the "Artificial Intelligence +" initiative, focusing on enhancing the integration of AI across various industries and improving quality of life [1][2]. Group 1: Policy and Implementation - The National Development and Reform Commission (NDRC) will promote the "Artificial Intelligence +" initiative by creating a clear and regulated policy environment, developing guidelines for technology support, application promotion, and safety governance [3]. - The NDRC plans to support collaborative innovation between AI companies and industry leaders, focusing on gradual application verification from basic functions to complex scenarios, and fostering an open-source ecosystem [3][5]. Group 2: Market Expansion - The initiative will drive market expansion by simultaneously addressing supply and demand. On the supply side, it will support pilot demonstrations in key sectors like education, healthcare, and transportation, promoting practical and user-friendly products [5]. - On the demand side, leveraging China's large market size, the initiative will innovate consumer subsidy methods to accelerate the adoption of intelligent terminals and agents across various industries and households [5]. Group 3: Economic Indicators - Despite external pressures, China's economy remains stable, with significant growth in manufacturing and service sectors. In August, the value added of equipment manufacturing and high-tech manufacturing increased by 8.1% and 9.3% year-on-year, respectively [6][8]. - Industrial profits improved, with a turnaround from a 1.7% decline in the first seven months to a 0.9% increase in the first eight months of the year, and a notable monthly profit growth of 20.4% in August [8][10].

Core Insights - The National Development and Reform Commission (NDRC) is actively promoting new policy financial tools with a total scale of 500 billion yuan to support effective investment and enhance financial services for the real economy [3] - Despite facing external pressures, China's economy is generally stable, with solid progress in high-quality development, although challenges remain [4] - The NDRC aims to increase the application rate of new intelligent terminals and intelligent agents to over 70% by 2027, highlighting the importance of AI technology in various sectors [5][6] Group 1: New Policy Financial Tools - The NDRC is working with relevant parties to implement new policy financial tools, which will be used entirely to supplement project capital [3] - The NDRC plans to expedite the allocation of these funds to specific projects to generate more tangible work volume and promote effective investment [3] Group 2: Economic Stability and Challenges - In August, some economic indicators showed fluctuations, including a slowdown in consumption growth and weak investment, raising concerns about achieving the annual economic growth target [4] - The NDRC emphasizes that, despite external challenges, the overall economic operation remains stable, with improvements in industrial profits and resilience in demand [4] - The NDRC will continue to strengthen economic monitoring and policy research to adapt to changing circumstances and ensure the achievement of annual targets [4] Group 3: Promotion of Intelligent Technology - The NDRC's "Artificial Intelligence+" initiative aims for over 70% application rate of new intelligent terminals and agents by 2027, which are seen as direct carriers of AI technology [5][6] - The NDRC will focus on creating a supportive policy environment, promoting technological innovation, and expanding market demand to facilitate the widespread adoption of intelligent technologies [6][7] - Efforts will include collaboration between AI companies and industry leaders, as well as promoting pilot demonstrations in key sectors like education, healthcare, and transportation [7]

Core Points - The National Development and Reform Commission (NDRC) plans to promote the application and popularization of new generation intelligent terminals and intelligent agents, aiming for an application penetration rate exceeding 70% by 2027 [1][2] - The NDRC will create a policy environment that is clear, respects regulations, and promotes standardized development, focusing on technology support, application promotion, and safety governance [1][2] - The NDRC emphasizes collaboration between AI companies and industry leaders to drive innovation and accelerate the development of key core technologies [2][3] Group 1 - The NDRC will implement the "Artificial Intelligence +" action plan, which was released on August 26, 2023, to enhance the application of intelligent technologies [1] - The plan includes establishing a user-oriented evaluation system and developing technical standards and industry norms to support enterprise growth [1][2] - The NDRC aims to expand the market by promoting pilot demonstrations in key sectors such as education, healthcare, and transportation, leveraging China's large-scale market advantages [2] Group 2 - New generation intelligent terminals and agents are described as direct carriers of AI technology applications, capable of autonomous data perception, task planning, decision-making, and execution [3] - Examples of applications include industrial quality inspection robots, smart home robots, wearable health devices, and security robots, all contributing to enhanced efficiency and quality of life [3]

Economic Overview - In August, China's economy showed overall stability, supported by continuous macro policies and strong resilience in demand [1][5] - Manufacturing and service sectors experienced steady growth, with key areas performing well [5][6] - The added value of major industries such as equipment manufacturing and high-tech manufacturing grew by 8.1% and 9.3% year-on-year, respectively [5][6] Policy Initiatives - The National Development and Reform Commission (NDRC) is implementing macro policies to maintain economic stability and achieve annual targets [1][7] - A notification was issued to promote the regular application of Real Estate Investment Trusts (REITs) in infrastructure, aiming to support private investment [3][4] Artificial Intelligence Development - The "Artificial Intelligence+" initiative aims for over 70% application penetration of new intelligent terminals and agents by 2027 [8][9] - The initiative emphasizes the importance of AI in enhancing productivity across various sectors, including manufacturing and services [8][9] Investment Trends - In the first eight months, manufacturing investment increased by 5.1%, with significant growth in information services and aerospace sectors [6][7] - The total import and export volume in August rose by 3.5% year-on-year, indicating a diversified trade performance [7] Environmental Initiatives - The "Three Norths" project, a long-term ecological restoration initiative, has been revised to set more ambitious goals for forest coverage and land management by 2050 [10][12] - The establishment of the China-Shanghai Cooperation Organization Green Industry Cooperation Platform aims to enhance international collaboration in green technology and finance [21][22]

Core Insights - The People's Bank of China, along with six other departments, has issued guidelines to boost consumption, indicating a strong governmental push for consumer spending in 2023 [1] - The Yangtze River Delta region has shown positive growth in retail sales from January to May, with Jiangsu, Zhejiang, and Anhui all exceeding 5% growth, while Shanghai's growth has improved to 1.4% [2][3] Group 1: Consumption Growth - Retail sales in Jiangsu, Zhejiang, Anhui, and Shanghai grew by 5.6%, 5.3%, 5.5%, and 1.4% respectively from January to May [2] - Shanghai has reversed its previous negative consumption trend, reclaiming its status as the "consumption capital" with a total retail sales figure of 687.21 billion yuan [2][3] - The implementation of the "618" shopping festival and trade-in subsidies has led to double-digit growth in various categories in Shanghai [2] Group 2: Policy Impact - The central government's focus on consumption and the introduction of new policies have significantly improved the consumption market [2] - Shanghai's action plan includes six major initiatives aimed at increasing consumer income and enhancing the consumption environment [2] Group 3: Emerging Consumption Trends - New consumption trends are emerging, with significant growth in categories such as wearable smart devices, which saw a 147% increase in retail sales in Jiangsu [4] - The rise of new consumption scenarios, such as the HADO AR sports event, reflects the vibrant consumer market [4] - New consumer enterprises in sectors like tea drinks and trendy toys have reported an average revenue growth of 65% in 2024 [5]

Group 1 - Zhejiang has issued measures to support AI innovation, including subsidies for smart home robots and smart glasses, offering up to 2000 yuan per item based on 15% of the product price [1] - Rayban AI smart glasses are expected to start pre-sale on May 30, with a base price starting at 1999 yuan [1] - The market for AI glasses is projected to grow significantly, with global sales expected to reach 3.5 million units by 2025 and 90 million units by 2030, reflecting a CAGR of 91.4% from 2025 to 2030 [1] Group 2 - Doctor Glasses has set up smart glasses display cabinets in over 100 retail stores and is collaborating with leading smart glasses manufacturers [2] - Hengxuan Technology's smart glasses solution based on the BES2800 chip can achieve lightweight model local execution [2]