Core Insights - The 2026 International Consumer Electronics Show (CES) showcased groundbreaking technologies and products, highlighting the advancements in AI, robotics, and smart living, with a significant presence of Chinese manufacturing companies [1][2][10]. Group 1: Event Overview - CES 2026 featured over 4,500 companies from more than 150 countries, focusing on AI, chips, automotive, and robotics, with a notable emphasis on the integration of AI and hardware [2]. - Chinese exhibitors numbered 942, accounting for 22% of the total, reflecting a new landscape of "full industry chain coverage" and increased global influence of Chinese manufacturing [2]. Group 2: Key Exhibitors and Technologies - Cloudwalk Technology showcased its UP robot, marking the first large-scale service by a Chinese service robot at a global landmark [4]. - Yushun Technology presented a series of humanoid robots, including the G1 combat robot, which drew significant attention for its agility and performance [4]. - Hesai Technology displayed its upgraded ATX laser radar, featuring enhanced performance metrics, including a range of 230 meters and a point frequency of 3.84 million points per second [7][8]. Group 3: Market Position and Growth - Hesai Technology announced plans to double its laser radar production capacity from 2 million units in 2025 to 4 million units in 2026, with a new factory in Bangkok expected to start production in early 2027 [8]. - Black Sesame Intelligence demonstrated its A2000 driving assistance chip and showcased its multi-dimensional intelligent computing platform, emphasizing its role in the smart automotive sector [9]. Group 4: Industry Trends and Future Outlook - The collective presence of Chinese tech firms at CES 2026 signifies a shift from "individual efforts" to "ecosystem collaboration," showcasing a higher maturity and openness in global operations [10]. - The report indicates that by 2025, China's overseas sales of automobiles, particularly electric vehicles, are expected to reach 2.32 million units, marking a 52% year-on-year increase [11]. - The global market for humanoid robots is projected to see over 13,300 units shipped in 2025, with Chinese manufacturers contributing over 90% [11]. Group 5: Capital and Investment - The success of Chinese tech firms at CES 2026 is attributed to long-term capital support, with 90% of companies on the Sci-Tech Innovation Board receiving venture capital investments [13]. - The Chinese government is focusing on integrating technology innovation with industrial development, emphasizing early and sustained investment in hard tech [13][14]. - Kun Yuan Asset has supported 95 companies in entering capital markets, with a significant portion in the hard tech sector, demonstrating a strong ecosystem effect [14].

Group 1: CES 2026 Overview - The CES 2026 will focus on the automotive sector, showcasing advancements in new energy and intelligent connected technologies, with significant participation from global automakers and supply chain giants [2] - Chinese automakers are expected to collectively impact the global automotive industry's competitive landscape through their innovations and AI technology integration [2] Group 2: Great Wall Motors - Great Wall Motors will present its full product line and core technology matrix under the theme "GO With More Life," aiming to enhance global brand recognition [4] - The company will showcase key technologies including Hi4-Z architecture, semi-solid batteries, and hydrogen fuel cell engines, along with the ASL 2.0 intelligent agent and VLA large model [4] - Challenges include the current lack of hydrogen refueling infrastructure and the cost control of semi-solid battery mass production [4] Group 3: Geely Automotive - Geely will display its comprehensive AI technology achievements, focusing on breakthroughs in its "smart car full-domain AI" technology system, particularly the Raytheon AI hybrid 2.0 [6] - The Raytheon AI hybrid 2.0 improves engine thermal efficiency to 47.26% and achieves a low fuel consumption of 2.67L [6] - The company aims to address market concerns regarding the transition from laboratory efficiency to stable mass production experiences during the exhibition [6] Group 4: Hyundai Motor Group - Hyundai will highlight its "technology crossover" theme, featuring the new generation Atlas humanoid robot and its AI interaction capabilities [8] - This marks Hyundai's shift from a traditional automaker to a "mobility solutions provider," although specific collaboration plans between robots and automotive ecosystems remain unclear [8] Group 5: Faraday Future - Faraday Future will hold a special shareholder meeting at CES 2026 to announce the complete production, sales, delivery, and service plans for the FX Super One [10] - The FX Super One has already received over 13,000 orders, marking a critical transition for the brand [10] - Financial data indicates continued negative net profits from 2020 to 2024, making the announcement of a profitable path crucial for market confidence [10] Group 6: Kosmera - The new Chinese automaker Kosmera will make its global debut at CES 2026, introducing two high-performance models, including a 1903 horsepower electric supercar [11] - The supercar features aerospace-grade composite materials and a 3D-printed chassis, aiming for a 1:1 power-to-weight ratio [11] Group 7: Sony Honda - Sony Honda will present a new concept car, continuing the integration of Sony's technology with Honda's manufacturing capabilities [13] - The previous AFEELA 1 model has established a market presence, and the new concept aims to enhance user experience through advanced audio and AI interaction [13] Group 8: Honda - Honda will preview the Honda 0 series production models at CES 2026, focusing on L3-level autonomous driving features and a new self-developed operating system [15] - The rear-wheel-drive model will have a maximum power of 241Ps, while the all-wheel-drive version will reach 308Ps, with an EPA-rated electric range of approximately 482km [15] Group 9: Automotive Supply Chain Innovations - The competition among automotive suppliers will intensify, with laser radar and intelligent chassis technologies being key highlights at CES 2026 [22] - Hesai Technology will showcase its upgraded ATX laser radar, achieving significant performance improvements and securing over 400,000 orders [17] - ZF will introduce a new active noise cancellation feature for automotive chassis, while LG will present an AI cockpit platform based on Qualcomm's Snapdragon [19][21] Group 10: Industry Trends - The automotive sector at CES 2026 will serve as a showcase for global automotive technology achievements and a clear indicator of future industry directions [22] - The deep integration of AI and new energy is reshaping automotive product logic and the competitive landscape, with Chinese automakers leading the charge [22]

Group 1 - The core point of the article highlights Hesai Technology's significant growth in lidar deliveries, with over 1.6 million units delivered in 2025, including approximately 1.4 million ADAS products and over 200,000 robot products [1] - The ATX product, a flagship offering, achieved over 1 million units in its first year of delivery, showcasing strong market demand [1] - Hesai's cumulative lidar delivery has surpassed 2.4 million units, with a projected delivery of 2 million units for 2024, indicating a continuous expansion in delivery scale [1] Group 2 - The company has established partnerships with over 24 global OEMs, securing more than 120 models for mass production, with deliveries planned from 2026 to 2030 [2] - Hesai has secured full model cooperation with the top two ADAS clients for 2026, achieving 100% standardization [2] - The order backlog for the updated ATX product exceeds 4 million units, with orders from several leading global OEMs, set to begin mass production in April 2026 [2]

Core Viewpoint - Hesai Technology (HSAI.US) is set to showcase its latest innovations at CES 2026, highlighting its advancements in lidar technology and new product offerings [1] Group 1: Company Announcement - Hesai Technology will participate in CES 2026 from January 6 to 9 in Las Vegas, with a prominent exhibition booth located at West Hall 5601 [1] - The company will unveil its updated ATX lidar featuring the Fermi C500 chip and photon isolation technology, along with several next-generation lidar solutions [1] Group 2: Product Highlights - The showcased products will include the long-range ET series lidar, short-range FT series lidar for blind spot detection, and the mini high-performance 3D lidar JT series designed for robotics applications [1]

Core Viewpoint - Hesai Technology (HSAI.US) is set to showcase its latest innovations at CES 2026, highlighting its advancements in lidar technology and solutions for various applications [1] Group 1: Company Developments - Hesai's stock rose over 2% to $21.34 on Tuesday [1] - The company will present its updated ATX lidar featuring the Fermi C500 chip and photon isolation technology at CES 2026 [1] - The next-generation L3 automotive-grade lidar solutions, including the long-range ET series and short-range FT series, will be featured [1] Group 2: Product Highlights - The showcase will include several key products such as the mini high-performance 3D lidar JT series designed for robotics [1]

Core Viewpoint - Company Hesai Technology (禾赛科技) is set to showcase its latest advancements in ADAS and robotic lidar technologies at CES 2026, highlighting its ongoing commitment to innovation in the automotive sector [1] Group 1: Stock Performance - Hesai-W (02525) saw an early morning increase of over 4%, currently trading up 2.84% at HKD 163.1, with a transaction volume of HKD 19.11 million [1] Group 2: CES 2026 Participation - Hesai Technology will participate in CES 2026 from January 6 to 9 in Las Vegas, marking its eighth consecutive appearance at the event [1] - The company will showcase its latest products, including the updated ATX lidar featuring the Fermi C500 chip and photon isolation technology, as well as various lidar solutions for different applications [1] Group 3: Product Offerings - The next-generation L3 automotive-grade lidar solutions include the long-range ET series and short-range FT series, along with the mini high-performance 3D lidar JT series for robotics [1] - The ATX updated version has secured over 4 million units in orders from several leading global OEMs, with mass production set to begin in April 2026 [1] Group 4: Market Position and Partnerships - Hesai Technology has received production designations from over 24 OEMs for more than 120 vehicle models, with plans for deliveries from 2026 to 2030 [1] - The company has secured partnerships with the top two ADAS clients for full model line cooperation in 2026, achieving 100% standardization [1]

Core Viewpoint - Hesai Technology (禾赛科技) is set to showcase its latest advancements in ADAS and robotic lidar technologies at CES 2026, highlighting its ongoing commitment to innovation in the automotive sector [1] Group 1: Company Developments - Hesai Technology's stock rose over 4% in early trading, currently at 163.1 HKD with a trading volume of 19.11 million HKD [1] - The company will participate in CES 2026 from January 6 to 9, marking its eighth consecutive appearance at the event [1] - The latest updates include the ATX lidar featuring the Fermi C500 chip and photon isolation technology, along with next-generation L3 automotive-grade lidar solutions [1] Group 2: Product Offerings - Key products to be showcased include the long-range ET series, short-range FT series, and the mini high-performance 3D lidar JT series for robotics [1] - The ATX lidar has secured over 4 million units in orders from several leading global OEMs, with mass production set to begin in April 2026 [1] Group 3: Market Position - The company has received production designations from over 24 OEMs for more than 120 vehicle models, with plans for deliveries from 2026 to 2030 [1] - Hesai has secured partnerships with the top two ADAS clients for full model line cooperation in 2026, achieving 100% standardization [1]