Group 1: CES Overview and Trends - Las Vegas hosts over 22,000 commercial events annually, contributing more than $10 billion in revenue, with CES being the most significant event [1] - CES has evolved through various technology trends over the past 15 years, including the rise of drones, smart home devices, and AI [2] - The focus of CES 2026 shifted to embodied AI and humanoid robots, indicating a transition from novelty to serious commercial discussions [2] Group 2: Rise of Chinese Companies - Chinese exhibitors have significantly increased in presence and quality at CES, moving from peripheral displays to central exhibition halls [3][4] - In 2019, Chinese exhibitors peaked at approximately 30% of total participants, and over 1,300 Chinese companies participated in the latest CES, reaffirming their dominance as the largest foreign presence [3] - Chinese companies have transitioned from low-cost manufacturing to showcasing core technologies, with over 40% of CES 2026 Innovation Awards going to Chinese firms [4][5] Group 3: Lenovo and Hisense's Strategic Moves - Lenovo hosted its Tech World conference at the Sphere, marking a significant event for the company and showcasing its industry position [6] - The presence of major tech leaders at Lenovo's event highlighted its status as a leading consumer electronics company [6] - Lenovo became the official technology partner for the FIFA World Cup 2026 and 2027, emphasizing its commitment to global sports marketing [7][9] Group 4: Robotics and AI Developments - Humanoid robots emerged as a key focus at CES 2026, showcasing advancements in AI and commercial viability with costs reaching around $20,000 [10] - The competition in the robotics sector is intensifying among China, the U.S., and South Korea, with each region adopting different strategies for ecosystem integration [11] - Chinese robotics companies are increasingly entering the global market with a focus on commercial applications, moving beyond mere technology demonstrations [12][13] Group 5: Market Dynamics and Future Outlook - The robotics industry is shifting from feasibility to long-term deployment, with Chinese firms leveraging their manufacturing capabilities for sustained operations [13][14] - Companies like UBTECH and Yush Robot are achieving significant milestones in production and government contracts, indicating a stable demand in the early market [14] - The evolution of Chinese companies from supporting roles to industry leaders reflects a broader trend of defining industry standards and enhancing brand recognition [14]

其中最重要的展会，莫过于每年年初的国际消费电子展(CES)。这个全球最重要的消费电子展会已经有近60年历史，从1978年开始固定每年年初 在拉斯维加斯举办。过去几十年间，这里见证了全球科技行业一波又一波的潮流更替与新王交替。 从2012年开始，我几乎每年都会来到拉斯维加斯。过去十多年的拉斯维加斯之行，提供了足够多的观察样本——科技趋势的迭代、产业格局的变 化、中国企业的崛起，都在这个每年一度的展会上留下清晰的印记。 十五年技术潮流更替 回顾2010年代初，CES的主题相当明确：PC产业试图通过超极本(Ultrabook)概念延续生命力，而移动互联网的兴起让智能手机成为焦点。英特 尔、三星、LG、索尼占据着最重要的C位。 此后的演变基本遵循着技术成熟度曲线。2013-2016年迎来了消费级无人机热潮，大疆将易飞、带摄像头的四旋翼无人机推向大众市场，航拍和 娱乐应用迅速流行，但监管限制、隐私担忧和安全问题很快导致预期回落，进入泡沫破裂期（许多初创公司倒闭，市场趋于理性）。 2014-2018年是智能家居和语音助手热潮，亚马逊和谷歌带动将AI语音交互推向消费市场。VR/AR在2016年前后达到预期峰值，HTC索尼微 ...

美国有句老话，"发生在拉斯维加斯的事情，就让它留在拉斯维加斯吧。"人们不远万里来到这个沙漠城 市，就是为了抛开烦恼吃喝玩乐，花天酒地醉生梦死，玩上两把试试运气，美食美酒看秀购物。 但赌城的另一面，是全球最重要的会展圣地。这里每年都会举办超过2.2万场商业活动，单是拉斯维加 斯会展中心（LVCC）就要举办50-80场大型会议。这些会展每年吸引超过600万人来到赌城，贡献全年 七分之一的访客，带来超过100亿美元的营收。 其中最重要的展会，莫过于每年年初的国际消费电子展（CES）。这个全球最重要的消费电子展会已经 有近60年历史，从1978年开始固定每年年初在拉斯维加斯举办。过去几十年间，这里见证了全球科技行 业一波又一波的潮流更替与新王交替。 从2012年开始，我几乎每年都会来到拉斯维加斯。过去十多年的拉斯维加斯之行，提供了足够多的观察 样本——科技趋势的迭代、产业格局的变化、中国企业的崛起，都在这个每年一度的展会上留下清晰的 印记。 十五年技术潮流更替 回顾2010年代初，CES的主题相当明确：PC产业试图通过超极本（Ultrabook）概念延续生命力，而移 动互联网的兴起让智能手机成为焦点。英特尔、三星、L ...

如今，国产飞行器越来越酷，也越来越强——截至2025年12月30日，已有1081家企业完成登记注册，备 案产品3623种、超529万架。据中国民航局预测，2025年，中国低空经济市场规模达1.5万亿元，2035年 有望突破3.5万亿元。 （文章来源：央视新闻客户端） 放眼全球，国产装备更是实力抢镜！广东消费级无人机拿下全球七成市场，工业级无人机占半壁江山， 农业无人机更是飞遍百余个国家和地区，销量领跑。 未来"打飞的"、快递从天而降的生活还有多远？新年伊始，上海就率先按下加速键。1月4日，上海宣 布：到2028年，上海低空经济核心产业规模达到800亿元左右，形成低空新型航空器完整产业链体系， 建设低空经济国家先进制造业集群，加快迈向比较优势凸显的"世界eVTOL之都"。 ...

来源：@央视财经微博 【又一个万亿级赛道！#中国低空经济一飞冲天# #上海加快迈向世界eVTOL之都#】未来"打飞的"、快 递从天而降的生活还有多远？新年伊始，上海就率先按下加速键！1月4日，上海宣布：到2028年，上海 低空经济核心产业规模达到800亿元左右，形成低空新型航空器完整产业链体系，建设低空经济国家先 进制造业集群，加快迈向比较优势凸显的"世界eVTOL之都"。[话筒]放眼全球，国产装备更是实力抢 镜！广东消费级无人机拿下全球七成市场，工业级无人机占半壁江山，农业无人机更是飞遍百余个国家 和地区，销量领跑。[话筒]如今，国产飞行器越来越酷，也越来越强——截至2025年12月30日，已有 1081家企业完成登记注册，备案产品3623种、超529万架。据中国民航局预测，2025年，中国低空经济 市场规模达1.5万亿元，2035年有望突破3.5万亿元。#财经深一度#与你聊聊！ 来源：@央视财经微博 【又一个万亿级赛道！#中国低空经济一飞冲天# #上海加快迈向世界eVTOL之都#】未来"打飞的"、快 递从天而降的生活还有多远？新年伊始，上海就率先按下加速键！1月4日，上海宣布：到2028年，上海 低空经济 ...

Investment Rating - The report does not explicitly provide an investment rating for the drone industry Core Insights - The Chinese drone industry has become a strategic emerging industry driven by national strategy, with a leading global market size and a complete industrial chain, transitioning from "manufacturing-led" to "technology-driven and ecosystem construction" [1] - The industry faces multiple challenges, including reliance on imported core technologies, long commercial return cycles, and international compliance and geopolitical risks, with future development focusing on intelligence, greening, airspace digitization, and market diversification [1] Strategic Positioning and Policy Support - The drone industry has rapidly developed under coordinated policy design, airspace management reform, and infrastructure construction, establishing a solid foundation for the large-scale application of the low-altitude economy [2] - The industry is defined as unmanned aerial vehicles operating in low-altitude airspace, which is recognized as a core carrier of the low-altitude economy [2] - A comprehensive policy framework has been established, including mandatory national standards and regulations to support the industry's standardized development [3][4] Market Size and Import-Export Patterns - The global drone market is projected to grow from USD 35.28 billion in 2024 to USD 67.64 billion by 2029, with a compound annual growth rate (CAGR) of 13.90% [5] - The Chinese civil drone market is expected to reach approximately CNY 146.8 billion in 2024, with a forecasted market size exceeding CNY 400 billion by 2030, reflecting a CAGR of 18.3% from 2024 to 2030 [5] - China remains the world's largest drone manufacturer and exporter, with significant growth in both export volume and value [6][7] Industry Chain Structure and Layout - The Chinese drone industry has established a complete industrial chain from upstream core components to midstream manufacturing and downstream application services, showcasing global competitiveness [11] - The upstream sector includes critical components such as flight control systems and sensors, with a high reliance on imports for advanced technologies [13] - The midstream focuses on the research and production of consumer, industrial, and military drones, with leading companies dominating various segments [14] - The downstream application services cover logistics, agriculture, power inspection, and emergency rescue, with significant market shares held by key players [14] Core Challenges and Future Development Trends - The industry faces challenges such as reliance on imported high-end components, high commercialization costs in industrial applications, and complex certification processes [16] - Future trends indicate a shift towards intelligent, autonomous, and green technologies, with eVTOLs emerging as a new avenue for urban air mobility [17][18] - The integration of low-altitude economy and digital infrastructure is expected to enhance operational efficiency and regulatory compliance [18]

记者丨陈梦璇 编辑丨蒋韵 在深圳深港产学研基地成立之初，香港科技大学（下称"港科大"）教授李泽湘曾力邀学生到深 圳创业，但应者寥寥。彼时，多数毕业生首选赴美深造或入职硅谷、华尔街。 转折点出现在大疆创新崛起之后，"九成学生转而投身创业，因为大湾区的发展机遇已远超过 海外"。从大疆创新的消费级无人机帝国，到云洲智能的无人船艇、思谋科技的AI视觉技术， 李泽湘感慨，这些闪耀大湾区的硬科技明星企业，无不烙印着港科大校友圈子的协同基因，也 是大湾区融合发展的生动例证。 据统计， 目前港科大成员已累计创办超1900家至今活跃的初创企业，孵化10家独角兽、17间 成功退出企业（含上市或并购），创造经济影响超4000亿港元。 值得一提的是， 港科大在深 科技（即艰深技术）独角兽孵化领域实力突出，能力排名全国第二。 如今，"港科大系"不仅成为投资人筛选优质标的的重要标签，更被视为新质生产力的关键孵化 载体。这个横跨港澳与内地的"校友圈"，在粤港澳大湾区的科创版图上，渐成独角兽培育 的"隐形引擎"。 港科大"校友圈"的独特魔力 从创业圈到科技圈，汪滔和李泽湘的师徒组合已成为标杆。 前者作为港科大毕业生，创办的超级独角兽大疆创新 ...

推进多业态融合发展，加大消费新场景新业态供给。多业态融合可以打破产业边界，构建一站式、复合 型消费场景，实现功能服务与体验价值的系统集成，是数智化趋势下创新消费供给的重要途径。一方面 要大力推进消费供给设施升级，如加快5G网络技术应用场景研发，鼓励定制化服务消费发展；如通过 信息技术渗透推动服务消费场所数字化、智慧化改造，建立虚拟交互、社交融合、情感联结的线上消费 新场景。另一方面要深挖具有地域符号的文化、体育、生态资源，开发具有地方特色文旅产品、体育赛 事和观光线路，营造文旅体融合的消费新空间。如在四川有乡镇以夜色为幕布举办音乐节，通过打造灯 光舞台、音乐派对、互动体验和美食市集活动融于一体的综合业态，给游客留下强烈视听记忆，较好满 足了来自全国各地游客的多样化需求。 丰富县乡市场业态，创造更多消费"新鲜气"。近年来，县乡消费增速已超过城镇，成为消费市场的"蓝 海"。在网络信息技术加载下，城乡之间信息时滞逐渐消弭，城乡居民消费理念加速趋同。但从现状 看，县乡消费基础设施供给密度、供给结构和现代化水平相较于城市仍有较大距离，尤其一些乡村多以 夫妻店、小卖部为主，在商品质量把控、品类选择及内容供给方面远远满足不 ...

本次大会公布的数据显示，目前广东聚集了全国30%以上的低空产业链企业，消费级无人机、工业级无 人机分别占全球市场份额的70%和50%。包括大疆创新、亿航智能、小鹏汇天等头部企业，数量达1.5万 家，2024年民用无人机产量694万架，位居全国第一，形成了广州、深圳、珠海三核联动、多点支撑、 成片发展的低空产业格局，产业规模超千亿元。 采写：南都N视频记者 魏凯 继两周前举行2025国际低空经济贸易博览会后，12月25日上午，首届粤港澳大湾区低空经济高质量发展 大会在广州举行，总投资超200亿的64个低空经济项目在大会上成功签约，推动低空经济在大湾区加速 落地。 本次大会以"创新引领、安全筑基、湾区先行"为主题，通过高端对话、专题报告、产品展示等多元形 式，集中展示粤港澳大湾区在低空经济领域的最新成果与创新实践，以"政产学研用金"全链条助力大湾 区低空经济高质量发展。 大会集中发布广东省低空空域管理改革实施方案、基础设施一张图、金融支持12条、4项省级地方标准 等最新政策；推出广东省低空飞行综合管理服务平台；展示广州市低空基础设施体系、飞行营地集群、 展开城央场景实践。 大会现场还进行了总投资额超200亿的64 ...

Group 1 - The low-altitude economy in Guangdong is rapidly developing, with significant events such as the International Low Altitude Economic Trade Expo and the Asian General Aviation Exhibition showcasing a variety of products and technologies [1][2] - By the end of 2025, the low-altitude economy market in China is projected to reach 1.5 trillion yuan, with Guangdong aiming to be a leader in this sector, leveraging its strong manufacturing base and innovation capabilities [2][3] - Guangdong's low-altitude economy has already reached a scale of hundreds of billions, with over 2,000 manufacturers and more than 15,000 related enterprises, accounting for over 30% of the national industry [2][3] Group 2 - The production of civil drones in Guangdong increased by 58.2% year-on-year in the first half of 2025, indicating rapid advancements in manufacturing and innovation within the low-altitude economy [3] - Guangdong has established a robust infrastructure for low-altitude operations, including 64 general airports and over 1,400 takeoff and landing points, supported by a comprehensive low-altitude flight network [4][5] - The province is developing a low-altitude intelligent network system to ensure flight safety and operational efficiency, with initiatives such as the establishment of a full-process safety guarantee system in Guangzhou [5][6] Group 3 - The Guangdong-Hong Kong-Macao Greater Bay Area is positioned as a unique testing ground for low-altitude applications, with significant demand for efficient logistics and public services [7][8] - The region is also exploring regulatory innovations, including the establishment of the first cross-sea eVTOL route and the first helicopter cross-border port, facilitating the development of low-altitude infrastructure [8] - Guangdong aims to leverage its advantages to lead the low-altitude economy in China and contribute to global governance in this emerging field [8]