强化科技创新和产业创新深度融合 ——各地因地制宜发展新质生产力实践观察 本报记者 吴月辉 王云杉 发展新质生产力是推动高质量发展的内在要求和重要着力点。"十五五"时期，必须把因地制宜发展新质 生产力摆在更加突出的战略位置。 "十五五"开局之年首次地方考察，习近平总书记来到位于北京亦庄的国家信创园，详细了解信息技术创 新应用等情况，仔细察看人工智能、机器人等科技创新成果展示，频频同科研人员和科技企业负责人代 表交流。 考察期间，总书记听取北京市委和市政府工作汇报，强调"统筹教育科技人才一体发展，强化科技创新 和产业创新深度融合，大力发展新质生产力"。 习近平总书记2023年在地方考察调研时首次提出发展新质生产力，此后又在多个场合作出重要论述，系 统回答了新质生产力的核心要义、本质要求和科学方法等一系列理论和实践问题。这些重要论述进一步 丰富和发展了习近平经济思想，具有重大理论和现实意义。 各地认真贯彻落实习近平总书记关于因地制宜发展新质生产力的重要论述，牢牢把握在全国发展大局中 的战略定位，立足自身定位、资源禀赋、产业基础，在因地制宜发展新质生产力、培育壮大新动能上持 续发力，为经济高质量发展注入强劲动力。 打 ...

发展新质生产力是推动高质量发展的内在要求和重要着力点。"十五五"时期，必须把因地制宜发展新质 生产力摆在更加突出的战略位置。 "十五五"开局之年首次地方考察，习近平总书记来到位于北京亦庄的国家信创园，详细了解信息技术创 新应用等情况，仔细察看人工智能、机器人等科技创新成果展示，频频同科研人员和科技企业负责人代 表交流。 "清华国重基地两业融合示范园区推动科技创新和产业创新深度融合，让更多创新从'实验室'走向'大市 场'。"北京市发展和改革委员会产业处处长李彬说。 考察期间，总书记听取北京市委和市政府工作汇报，强调"统筹教育科技人才一体发展，强化科技创新 和产业创新深度融合，大力发展新质生产力"。 习近平总书记2023年在地方考察调研时首次提出发展新质生产力，此后又在多个场合作出重要论述，系 统回答了新质生产力的核心要义、本质要求和科学方法等一系列理论和实践问题。这些重要论述进一步 丰富和发展了习近平经济思想，具有重大理论和现实意义。 各地认真贯彻落实习近平总书记关于因地制宜发展新质生产力的重要论述，牢牢把握在全国发展大局中 的战略定位，立足自身定位、资源禀赋、产业基础，在因地制宜发展新质生产力、培育壮大新动能 ...

Core Viewpoint - The company, Eko Optoelectronics, emphasizes that its TDI and 3D camera products are designed for high-speed, high-precision, and high-stability applications, with their suitability depending more on detection requirements than on specific process nodes [1] Group 1: Product Development and Competitive Advantage - The focus of product iteration is on enhancing speed, precision, and overall system stability [1] - Although domestic products currently lag behind international leaders, the company has established a leading position in optical design, thermal design, and materials science within China [1] - By closely aligning with customer scenarios and continuously iterating on technology, the company is gradually building a competitive advantage [1] Group 2: Future Development Plans - The company plans to continue improving its products across all metrics, including speed, precision, and reliability, to meet the evolving demands of high-end manufacturing [1]

Core Viewpoint - The company is actively developing advanced optical sensing technologies, focusing on product innovation and collaboration with leading industry players to enhance its competitive edge in the market. Group 1: Product Development and Technology - The company's autofocus and line-spectral confocal systems are in the customer validation and introduction phase, with the autofocus system progressing rapidly [1][3] - These products differ significantly in value compared to standard industrial cameras due to their complexity and integration, with the line-spectral confocal system having the highest value [3] - The company is building a diversified product and technology system centered on measurement, extending its core optical sensing technology into related fields [4] Group 2: Market Position and Strategy - In the lithium battery sector, the company is experiencing rapid revenue growth and has established close partnerships with leading terminal manufacturers, making it a key growth driver [2][7] - The demand for detection cameras is increasing, particularly in mature processes, driven by the need for domestic supply chain security and advancements in packaging technology [8] - The company is focusing on core technology development, product reliability, and collaboration with industry leaders to enhance key technology iterations and product development [8] Group 3: Competitive Landscape - The company faces challenges compared to foreign enterprises in areas such as interdisciplinary technology integration, high-end talent resources, and continuous scenario iteration [9] - In the domestic market, the company is leveraging close cooperation with local equipment manufacturers to build engineering experience and technical understanding, establishing industry recognition barriers [9] - The verification cycle for new entrants into the semiconductor supply chain can take six months to a year if products meet customer requirements, but may extend significantly for companies lacking industry experience [9]

Core Viewpoint - The 2026 International Consumer Electronics Show (CES 2026) will take place from January 6 to 9 in Las Vegas, showcasing numerous A-share listed companies with their latest products in popular sectors such as robotics, smart hardware, and new energy vehicles [6]. Robotics - Ninebot will unveil a new multi-scenario lawn mowing robot, enhancing its product matrix [2]. - Stone Technology is expected to debut its "embodied intelligence black technology" as a representative of smart cleaning robots [7]. - Lingyi Technology will present a comprehensive robotics technology matrix, showcasing core components and application solutions [8]. - Zhaowei Electromechanical will showcase a new generation of dexterous hands with 20 degrees of freedom [9]. - Orbbec will release multiple 3D camera products suitable for humanoid robots, enhancing visual solutions for precise operations [9]. - Ecovacs will introduce a pool cleaning robot and the latest developments in embodied intelligence [9]. - Lens Technology will debut a highly dexterous bionic hand and head assembly, integrating self-developed reducers for improved performance [10]. - Megvii will collaborate with Yimai Intelligent to launch two new micro AI robot products [11]. Smart Glasses - Tianjian Co. will present its latest AI and AR glasses at CES 2026, focusing on AI glasses, AI headphones, and smart speakers [12]. - XGIMI Technology will globally launch its new AI glasses brand "MemoMind" [13]. - GoerTek will showcase multiple innovative MR/AR/smart glasses, enhancing the "AI + smart interaction" experience [13]. - Guangfeng Technology will present three LCoS AR optical products: Wax Girl G1, Dragonfly G1 mini, and Rainbow C1 [14]. Storage Solutions - Baiwei Storage will highlight consumer-grade storage solutions, including a Mini SSD that rivals flagship PCIe Gen4 SSDs, supporting Meta's AI/AR glasses [15]. - Jiangbolong will enhance its consumer market brand with a collaboration featuring a special edition storage product linked to the Argentina national football team [15]. - Rockchip will showcase audio and machine vision products, with its RK3588 chip being widely applied in various robotic forms [15]. Automotive Innovations - Great Wall Motors will return to CES with its full product line and core technology matrix, focusing on new energy and AI vehicles [17]. Display Technologies - TCL Technology will unveil its "machine king" series of televisions and the world's first printed OLED vehicle display solution [5]. - Hisense will launch a new generation of RGB-Mini LED display technology [5]. - BOE will showcase over 60 cutting-edge display technologies and IoT solutions, including the global debut of the "HERO 2.0 smart cockpit" [19].

Group 1: Robotics and Intelligent Hardware - Chinese companies showcased their advancements in robotics and intelligent hardware at CES 2026, highlighting innovations across various core sectors [1] - Lingyi iTech presented its full-stack capabilities in embodied intelligence, demonstrating multiple robotic systems and a plan for an annual production of 500,000 units [2] - Aobi Zhongguang introduced new 3D camera products for humanoid and outdoor autonomous robots, enhancing visual solutions for precise operations [2][3] - Meige Intelligent and Yimai Intelligent launched new micro AI robot products, while Ninebot unveiled a new lawn mowing robot to expand its product matrix [3] Group 2: Smart Glasses and AI Integration - The smart glasses sector is experiencing intense competition, referred to as the "hundred glasses battle," driven by advancements in AI and human-computer interaction [4] - Companies like Thunderbird and Rokid showcased their latest AR and AI-integrated smart glasses, enhancing user experience through innovative designs [4] - GoerTek presented a comprehensive XR solution, including lightweight 4K MR designs and advanced acoustic technologies, aimed at optimizing visual and auditory experiences [4] Group 3: Display Technology - Hisense Visual officially launched its next-generation RGB-Mini LED display technology, achieving a color gamut of 110% BT.2020 and winning a CES 2026 Honor Award [5] - The flagship Hisense UX series, featuring advanced backlight technology, is set to debut in the Chinese market in March 2026 [5] Group 4: Computing and Storage Solutions - The demand for computing and storage infrastructure is rapidly increasing due to the growth of edge AI applications [6] - Companies like Lens Technology introduced a full-stack liquid cooling solution and high-precision cabinets aimed at reducing AI computing costs by over 30% [7] - JIANGBO Long launched a co-branded storage product line, while Bawei Storage showcased its Mini SSD solutions, emphasizing high performance and modular design [7] - Rockchip revealed its RK3588 products, which are widely used in various robotic applications, demonstrating strong AI support and efficiency [7]

Core Insights - The report by Interact Analysis indicates that Orbbec ranks first in the South Korean commercial and industrial mobile robot 3D vision market, with a market share of approximately 72% [1] Group 1: Market Position - In the South Korean commercial mobile robot market, Chinese manufacturers account for 65% of the shipment volume, with Orbbec being the primary 3D camera supplier for most Chinese commercial robot products in the market [1] - Orbbec has become the exclusive 3D camera supplier for the top three commercial robot manufacturers in the remaining market, which consists of non-Chinese manufacturers [1] Group 2: Technological Capability - Orbbec is one of the few companies globally that has comprehensively laid out six major 3D vision perception technology routes [1] - The company has served over 3,000 global clients, with its ecosystem including leading domestic and international enterprises such as Microsoft, NVIDIA, Alipay, and Horizon [1]

Group 1 - The report by Interact Analysis indicates that Orbbec (688322) holds the leading position in the South Korean commercial and industrial mobile robot 3D vision market, with a market share of approximately 72% [2][3] - South Korea is recognized as one of the most automated markets globally, with the overall market size for commercial and industrial mobile robots projected to reach about 300 billion KRW (approximately 1.5 billion RMB) by 2024 [2] - The majority of mobile robots in South Korea utilize cameras for obstacle recognition, with 3D cameras providing depth information to enhance obstacle avoidance capabilities and ensure safety in human-robot collaboration [2] Group 2 - Orbbec is noted as one of the few companies globally that has comprehensively developed six major 3D vision perception technology routes, serving over 3,000 global clients, including major companies like Microsoft and NVIDIA [3] - In the industrial mobile robot 3D vision sector in South Korea, Orbbec leads with a market share of 46%, while RealSense follows with 32% [3] - In the commercial mobile robot market, Orbbec's dominance is even more pronounced, with a market share of 74%, and Chinese manufacturers account for 65% of the shipment volume in this sector [3] Group 3 - According to research from Zheshang Securities, 3D vision technology is essential for humanoid robots, carrying 80% of the information acquisition needed for "embodied intelligence" [4] - The demand for 3D vision sensors and solutions is expected to grow rapidly as humanoid robots enter an expansion phase in the industry [4]

Core Insights - Interact Analysis report indicates that Orbbec (688322) holds the leading position in the South Korean commercial and industrial mobile robot 3D vision market with a market share of approximately 72% [1][2] - The overall market size for commercial and industrial mobile robots in South Korea is projected to reach around 300 billion KRW (approximately 1.5 billion RMB) by 2024 [1] - The report highlights that most mobile robots in South Korea utilize cameras for obstacle recognition, with 3D cameras providing depth information for better navigation and safety [1] Market Position - Orbbec ranks first in the industrial mobile robot 3D vision sector in South Korea with a market share of 46%, while RealSense follows with 32% [2] - In the commercial mobile robot sector, Orbbec's market share is even more pronounced at 74%, with Chinese manufacturers accounting for 65% of the shipment share in this market [2] - Orbbec has become the exclusive 3D camera supplier for the top three commercial robot manufacturers in the non-Chinese segment of the market [2] Industry Trends - The demand for 3D vision sensors and solutions is expected to experience rapid growth as humanoid robots enter an expansion phase, with 3D vision carrying 80% of the information acquisition necessary for "embodied intelligence" [3] - Leading manufacturers in both domestic and international markets are increasingly adopting 3D vision technology to enhance their humanoid robots [3]

Core Viewpoint - The stock price of Aobo Zhongguang-UW has increased by 6.63% to 88.80 yuan, driven by market speculation regarding new product launches from NVIDIA in the robotics sector [1] Company Summary - Aobo Zhongguang-UW operates in the electronic components industry, focusing on the research and development of 3D visual perception technology [1] - The company's products are applied in various fields including robotics, smart home devices, and autonomous driving [1] - Aobo Zhongguang has integrated multiple products into NVIDIA's Isaac Sim robot simulation development platform, allowing users to utilize its 3D camera data for accelerated robot vision solution development [1] Market Activity - The stock reached a daily high of 94.94 yuan and a low of 86.30 yuan, with a trading volume of 23.08 billion yuan and a turnover rate of 8.73% [1] - However, there was a net outflow of 1.99 billion yuan in main funds on the same day, with a cumulative net outflow of 4.56 billion yuan over the past five days [1]