智通财经记者 | 徐美慧 伍洋宇 智通财经编辑 | 文姝琪 1月26日晚间，宇树正式官宣成为"中央广播电视总台2026年春晚机器人合作伙伴"。 截至目前，已有魔法原子、银河通用机器人、宇树科技三家具身智能相关企业先后官宣成为今年春晚合 作伙伴。 针对具身智能企业开始"组团"上春晚的现象，一位具身智能领域投资人向智通财经记者透露了行业认知 的转变。该投资人表示，此前机构曾因太贵、难落地等原因拒绝过相关项目，但在2025年春节后，决策 层态度出现180度转弯，不仅认可了投资必要性，甚至反思当时投得不够多。 另一名具身智能领域投资人则将去年的春晚视为行业的分水岭。该投资人向智通财经记者表示，春晚最 重要的意义在于让更广大的普通民众通过屏幕直观感受到了机器人的存在。这种"被看见"的价值直接转 化为市场应用价值，当大众认识并认可了这个产品，机器人在其他场景的商业化落地才具备了社会心理 基础。 目前，外界对于这些机器人将以何种形式亮相春晚，是独立表演节目，还是与其他形式结合，仍处于猜 测阶段。 截至发稿，智通财经记者向上述三家企业求证具体参演细节，均未获得回应。根据往年经验，春晚节目 内容在正式播出前通常处于高度保密状态 ...

（来源：经济日报） 马来西亚科技与创新部长郑立慷在开幕活动上表示，AI等技术正深刻影响马来西亚的经济结构、就业 发展与人民生活。这座体验馆是马来西亚实施国家人工智能行动计划、引领区域发展的关键一步，将为 人才培养、加速科技创新奠定基础。马来西亚政府将与体验馆等相关方在教育、技能提升等领域开展合 作，培养具备数字素养的未来型人才。 从产业发展的角度看，马来西亚当前的机器人与AI布局，正处在从政策推动走向应用探索的阶段。围 绕教育、服务和示范应用展开的探索是现实背景下的务实路径。 转自：经济日报 马来西亚首家机器人体验馆日前在马来西亚雪兰莪州沙阿兰正式开幕。体验馆由中国智元创新（上海） 科技股份有限公司（简称智元机器人）与马来西亚企业i-City联合打造。这也是智元机器人的海外首家 机器人体验馆。 走进这座名为i—City AI World的体验馆，智慧赋能生活场景的应用逐步呈现。体验馆占地约2000平方 米，集公众体验、文化娱乐和沉浸式人工智能（AI）应用于一体，通过沉浸式展示空间，呈现机器人 在未来住宅、商业和健康等场景中的应用。 馆内，智元全系列机器人化身百变角色，打造"赛博世界"。入口处，舞狮表演与二十四 ...

新华社吉隆坡1月17日电 记者手记｜在马来西亚，与机器人"面对面" 新华社记者王嘉伟 程一恒 马来西亚科技与创新部长郑立慷在开幕活动上表示，AI等技术正深刻影响马来西亚的经济结构、就业 发展与人民生活。这座体验馆是马来西亚实施国家人工智能行动计划、引领区域发展的关键一步，将为 人才培养、加速科技创新奠定基础。马来西亚政府将与体验馆等相关方在教育、技能提升等领域开展合 作，培养具备数字素养的未来型人才。 从产业发展的角度看，马来西亚当前的机器人与AI布局，正处在从政策推动走向应用探索的阶段。围 绕教育、服务和示范应用展开的探索是现实背景下的务实路径。 此次体验馆开业，也成为中国机器人企业进入马来西亚市场的一个具体案例。智元合伙人、联席总裁、 营销服总裁姜青松表示，智元选择在马来西亚布局，不仅是积极响应马来西亚发展战略，更希望将人形 机器人技术带入亚太市场，助力区域产业智能化发展。智元期待与当地教育机构、科研中心以及企业界 深度合作，共同探索机器人在制造、服务、康养等多场景的应用。 近年来，中马两国在机器人等领域的互动与合作不断展开。2024年，中国广东工程职业技术学院依托马 来西亚拉曼技职学院，建设马来西亚海外 ...

Group 1: ETF Performance - Multiple robot ETFs, including Penghua, E Fund, and Fortune, saw gains exceeding 3%, with Penghua Robot ETF rising by 3.74% and E Fund Robot ETF by 3.50% [1][3] - The overall performance of various robot ETFs indicates a strong interest in the robotics sector, with several ETFs showing increases between 2.21% and 3.74% [1][3] Group 2: Industry Insights - The E Fund Robot ETF tracks the Guozheng Robot Industry Index, focusing on the humanoid robot supply chain, with humanoid robots comprising 75.13% of its holdings, significantly higher than similar indices [5] - The ETF's composition includes leading companies in the industry, with the top ten holdings accounting for 52% of the portfolio, featuring key component manufacturers and system integrators [5] - At CES 2026, Chinese humanoid robot companies showcased their advancements, with over 28 companies participating, highlighting China's technological capabilities in the field [7] - Notable products displayed included the full product line from Zhiyuan Robotics and interactive humanoid robots from other companies, demonstrating the industry's innovation [7] Group 3: Global Developments - International companies also presented their humanoid robots at CES 2026, with LG and Boston Dynamics unveiling new models aimed at home and industrial applications, respectively [8] - The advancements in humanoid robots are expected to enhance their integration into various sectors, including manufacturing, where they can potentially replace traditional labor due to their efficiency [9]

机床ETF（159663），紧密跟踪的中证机床指数，涵盖了我国制造业产业链中的关键一环——高端 装备制造领域，涉及激光设备、机床工具、机器人、工控设备等行业，是新质生产力理念强调创新驱动 与产业升级落地实践的核心阵地。其场外联接基金为，A类：017573；C类：017574。 1月15日上午，A股三大指数走势分化，上证指数盘中下跌0.03%，有色金属、交通运输、基础化工 等板块涨幅靠前，综合跌幅居前。机床板块走低，截至9点47分，机床ETF（159663.SZ）下跌0.36%， 其成分股合锻智能下跌6.86%，华东数控下跌3.32%，四方达下跌3.18%。部分个股活跃，中钨高新上涨 3.94%，汇川技术上涨2.00%。 在本届CES2026上，总共4000多家企业参展，其中中国参展商占了将近1/4，尤其是人形机器人展 区，本届展会至少有28家中国人形机器人企业参与，占比过半，从核心部件到整机应用，从功能演示到 场景落地，全方位展现了中国在该领域的技术底气。其中智元机器人首次在美国完整展示其全系列产品 线，包括灵犀X2、远征A2、精灵G2等明星产品；宇树科技的擂台依旧是全场焦点，G1人形机器人现场 上演热血拳击 ...

Core Viewpoint - The humanoid robot industry is entering its early commercialization phase, necessitating attention to marginal changes affecting both domestic and overseas quality companies [1] Group 1: Industry Progress - Recent advancements in humanoid robot enterprises in both domestic and international markets indicate a potential resonance between the two, accelerating the global commercialization of humanoid robots [2] - At CES 2026, over 28 Chinese humanoid robot companies showcased their technologies, representing more than half of the exhibitors in the humanoid robot sector, highlighting China's technological capabilities [2] - Notable products included Zhiyuan Robot's full product line and interactive demonstrations from companies like Zhongqing Robot, showcasing the industry's innovation and engagement [2] Group 2: International Developments - Several overseas companies also made significant strides in humanoid robotics at CES 2026, including LG's CLOiD for home tasks and Boston Dynamics' new Atlas robot with advanced capabilities [3] - Boston Dynamics' Atlas features 56 degrees of freedom and can autonomously change its battery, indicating a leap in robotic functionality and potential applications in various industries [3] Group 3: Market Dynamics - New Jian Transmission has initiated its listing guidance, with plans to assist in its IPO application, emphasizing its role as a core component supplier for Tesla's humanoid robot [4] - The company specializes in manufacturing various components, indicating a growing supply chain for humanoid robotics in the automotive sector [4]

Precious Metals - Geopolitical factors are supporting gold prices, with the situation in Venezuela and the Middle East playing a significant role. Strong U.S. unemployment data is also noted. Central bank gold purchases and rising gold ETF holdings are expected to continue supporting gold prices through 2026 [2] - Silver prices are following gold trends, with a decrease in London silver leasing rates and an increase in inventory [2] - Platinum prices are expected to strengthen due to anticipated U.S. tariffs [2] Copper - U.S. employment data shows mixed results but reflects economic resilience. Ongoing strikes at the Mantoverde copper mine in Chile are causing supply disruptions, leading to a bullish outlook for copper prices. The market is advised to monitor the impact of Trump's nomination for the next Federal Reserve chair on copper prices [3] - Supply constraints are expected to persist, while demand may be affected by high prices. However, low inventory levels in non-U.S. regions and a return to Monroe Doctrine strategies are likely to enhance price elasticity [3] Aluminum - Strong macroeconomic performance is driving aluminum prices to maintain high levels. Increased daily production due to new projects in China and Indonesia is noted, alongside a slight increase in operating rates for domestic aluminum processing companies [3] Tin - Supply bottlenecks remain, providing strong support for tin prices. Delays in the resumption of mining in Myanmar and uncertainties in Indonesia's RKAB approval process are limiting supply elasticity. Despite adjustments in the Federal Reserve's interest rate path, tin prices are supported by liquidity expectations and demand from the semiconductor industry [3] Energy Metals - Lithium inventory accumulation and rising production are noted, with marginally weakening demand. A reduction in export tax rebates for battery products may lead to front-loaded demand, making seasonal demand stronger than expected [4] - Cobalt prices remain high due to tight upstream raw material supplies, while cobalt companies are extending their reach into downstream electric new energy sectors to enhance competitive advantages [4] - Rare earth prices are rebounding due to policy support and pre-holiday stocking demand, with significant increases in medium and heavy rare earth prices [4] Robotics Industry - Chinese humanoid robot companies showcased significant advancements at CES 2026, with over 28 companies participating, highlighting China's technological capabilities in this field [9] - Notable products included the full range of offerings from Zhiyuan Robotics and interactive demonstrations from other companies, indicating a strong presence in the global market [9] - International competitors like LG and Boston Dynamics also made strides in humanoid robotics, showcasing innovative applications and capabilities [10] Company Developments - Xinjian Transmission has initiated its listing guidance with CITIC Securities as the advisory institution. The company specializes in manufacturing gear components and is a core supplier for Tesla's humanoid robot [11]

Group 1 - The humanoid robot industry is entering its initial commercialization phase, with significant progress observed in both domestic and international markets, indicating a potential acceleration in the global commercialization process of humanoid robots [1] - At CES 2026, over 4,000 companies participated, with nearly 25% being Chinese exhibitors, particularly in the humanoid robot sector, where at least 28 Chinese companies showcased their innovations, demonstrating China's technological capabilities [1] - Notable Chinese companies like Zhiyuan Robotics and Yushu Technology presented their flagship products, including the Lingxi X2 and the G1 humanoid robot, which showcased advanced functionalities and interactive capabilities [1] Group 2 - Several international companies also made strides in humanoid robotics at CES 2026, with LG introducing its first humanoid robot CLOiD for home applications, and Boston Dynamics unveiling the new electric Atlas robot with advanced features [2] - The Atlas robot, equipped with 56 degrees of freedom and a battery life of 4 hours, is set to collaborate with Google DeepMind for future enhancements, indicating a strong focus on innovation in the robotics field [2] Group 3 - Hangzhou Xinjian Electromechanical Transmission Co., Ltd. has initiated its listing guidance, with plans to prepare for an IPO, highlighting its role as a core component supplier for Tesla's humanoid robot, Optimus [3] - The company specializes in manufacturing various components, including worm gears and electric drive joints, and is recognized as a "little giant" enterprise in China [3]

Core Insights - The CES 2026 showcased a significant "Chinese moment" in the robotics sector, highlighting the transition of humanoid robots from experimental stages to market-ready products, emphasizing their practicality and readiness for household integration [2][5] Industry Overview - Among the 598 exhibitors in the robotics sector, 149 were Chinese companies, accounting for nearly a quarter of the total. In the humanoid robot segment, 21 out of 38 exhibitors were from China, representing over half [3] - The event featured a diverse range of products from industrial to consumer-grade robots, with notable participation from both established companies and new entrants [3][4] Product Innovations - Zhiyuan Robotics, leading in humanoid robot shipments, showcased a full range of products, including the portable Q1 robot, which redefines humanoid robot design [3][4] - The introduction of the fully autonomous humanoid nanny robot by "Chinese Figure" Wan'an targets the vast household service market, capable of performing laundry tasks autonomously [5] - The Jupiter robot, equipped with a specialized training environment, can navigate complex home settings, while the W1 robot integrates emotional interaction capabilities [6] Market Trends - The trend towards consumer-grade humanoid robots is accelerating, with significant price reductions making them more accessible. The price of humanoid robots is expected to drop by over 25% compared to 2024 due to increased domestic production of key components [6][7] - Companies like Yushutech and Songyan Power are breaking the traditional high-price barrier, with products priced below 30,000 yuan and even under 10,000 yuan [6][7] Sales and Delivery Projections - The humanoid robot shipment volume in China is projected to reach 18,000 units in 2025, a more than 650% increase from 2024, with expectations of further growth to 62,500 units in 2026 [7][8] - Leading companies are already achieving significant delivery volumes, with estimates of over 5,100 units for Zhiyuan Robotics in 2025 and plans to increase to tens of thousands in 2026 [8] Global Competitive Landscape - The competition in the global humanoid robot market is shifting towards engineering, commercialization, and ecosystem development, with Chinese companies gaining more influence in this trillion-dollar sector [8]

Group 1: Core Themes of CES 2026 - The main theme of CES 2026 is "human-centered" AI applications, marking a shift from traditional consumer electronics to AI-centric technological transformations [1] - Chinese companies are increasingly taking center stage at CES, with 942 exhibitors, accounting for approximately 22% of the total, maintaining their position as the second-largest exhibiting nation [1] - In specific sectors, Chinese firms dominate, with 55% of humanoid robot exhibitors and nearly 70% of AI glasses brands coming from China [1] Group 2: Robotics and AI Innovations - Chinese manufacturers are expected to continue leading in cost reduction and efficiency improvements in humanoid robots, showcasing their capabilities in unstructured environments [2] - Notable products include the Unitree H1 humanoid robot with advanced sensing capabilities and the latest generation of the "绝影" series robotic dogs, which excel in indoor navigation [4][11] - The "Care-bot" humanoid robot by Fourier demonstrates embodied intelligence in real-life interaction scenarios [7] Group 3: Consumer Electronics and Smart Devices - Over 80% of global smart glasses supply chain manufacturers are from China, with 16 Chinese companies showcasing their products at CES [15] - Innovations in smart home devices include the AI-driven "安安" companion robot designed for elderly and cognitively impaired individuals [16] - Companies like Alibaba and XREAL are launching advanced AI glasses, with features such as ultra-lightweight designs and integration with various AI services [19][20] Group 4: Automotive and AI Integration - The automotive industry is transitioning from "software-defined" to "AI-defined" vehicles, with companies like Geely and Great Wall showcasing new technologies [28] - Geely's G-ASD smart driving solution and Great Wall's focus on new energy technologies highlight the industry's shift towards AI integration [30][32] - New products like the AI-driven logistics solutions from New Stone and advanced lidar technology from Hesai demonstrate the growing importance of AI in transportation [34][35] Group 5: Home Appliances and AI - Hisense introduced new RGB-Mini LED display technology and AI-controlled smart refrigerators, showcasing the integration of AI in home appliances [41] - TCL's innovations in display technology, including the world's first printed OLED car screen, reflect advancements in consumer electronics [43][44] - Companies are increasingly focusing on AI capabilities in home security and smart home management systems [51][49] Group 6: Overall Impact of AI - CES 2026 emphasizes the profound impact of AI on the consumer electronics industry, with expectations for AI user numbers to grow significantly [59] - The event serves as a platform for global tech companies to set the foundation for future technological development and transformation [59] - The integration of AI into various sectors, including robotics, automotive, and consumer electronics, indicates a trend towards deeper AI adoption in everyday life [59]