共探新营销，共创新可能 撰文 | 杜 咏 芳 编辑 | 黄 大 路 设计 | 甄 尤 美 拉斯维加斯会议中心始建于1959年，期间经过多次翻修和扩建，但当你走在其中时，依旧会感受到浓浓的时代感，一种特有的美式老派感扑面而 来。 但就是在这个有些"过时"的建筑里，每年都在展示着全球最先进的技术。 2026年1月6日至9日（太平洋标准时间），全球科技界的目光将再度锁定拉斯维加斯，国际消费电子展（CES）正式拉开帷幕。 不过，与往年相比，本届CES略显冷清：参展商数量较高峰时期减少了1000余家，现场人流与声量均有所回落。 本次展会设置了先进制造展示区、全新CTA展区、CES Foundry、创作者展区、移动技术展区及初创展区等多个特色板块，以及制造、技术与标 准、穿戴设备三个核心会议轨道，覆盖科技产业核心领域。 这个曾以电视、电脑与可穿戴设备定义消费潮流的舞台，在过去数年亦成为电动汽车发布的主秀场。 但今年，风向已然转变。一个清晰的信号正在释放：电动化的声量逐渐让位，一个更底层、更具颠覆性的概念走向前台，即"物理人工智 能"（physical AI）。 与处理数据或生成内容的人工智能不同，物理人工智能结合了传感器 ...

Las Vegas, NV, Jan. 05, 2026 (GLOBE NEWSWIRE) -- Ahead of the opening of CES® 2026 in Las Vegas, NV, Sony Honda Mobility (SHM) held a press conference on January 5 (local time) to outline its evolving vision for the future of mobility and to debut the next chapter of AFEELA. Under the theme “Mobility as a Creative Entertainment Space,” the company presented AFEELA 1 as a pre-production model, which is the first production model scheduled to begin customer deliveries in the US late this year. They also reaff ...

Investment Rating - The report suggests a focus on AI consumer applications, embodied intelligence, autonomous driving, and XR technologies, indicating a positive outlook for companies in these sectors [6][24]. Core Insights - The CES 2026 event is highlighted as a key opportunity to observe advancements in AI, particularly in consumer applications such as AI PCs and embodied intelligence [6][24]. - Significant developments in chip technology are anticipated, with AMD, Intel, and Qualcomm expected to unveil new products that enhance processing capabilities [2][11]. - The report emphasizes the evolution of video models into general visual foundation models, showcasing the capabilities of Google DeepMind's Veo 3 [5][14]. - DeepSeek's mHC architecture aims to address the stability issues in training large models, which could lead to more reliable AI applications [18][19]. Summary by Sections CES 2026 Preview - Focus on new chip products from leading companies: AMD's Ryzen 7 9850X3D and Intel's Panther Lake chips, which promise a 50% performance increase [2][11]. - Emphasis on advancements in autonomous driving technologies, with companies like Sony Honda Mobility and BMW showcasing new models and AI systems [3][12]. Technology Industry Dynamics - Google DeepMind's research indicates that video models are evolving into versatile visual models capable of zero-shot learning, enhancing their applicability across various tasks [5][14]. - DeepSeek's mHC architecture is designed to improve the training stability of large models while maintaining high expressiveness, potentially paving the way for larger-scale model training [18][19]. Weekly Insights - The report recommends focusing on companies that can effectively implement AI technologies in real-world scenarios, particularly in hardware and platforms that support multimodal reasoning [6][24]. - Suggested companies for investment include NVIDIA, Tesla, LITE, AVGO, and Google, which are positioned to benefit from advancements in AI and computing infrastructure [6][24].

随着新能源转型进入深水区、智能网联技术加速迭代，全球车企与供应链巨头纷纷携压箱底成果集结，其中中国车企的集体发力与AI技术在出行场景的全 域渗透，更有望影响全球汽车产业的竞争格局。 从核心动力技术突破到智能驾驶生态完善，从整车产品革新到供应链技术升级，这场科技盛宴将勾勒出未来出行的清晰轮廓。 图片系 AI 生成 作为全球科技产业的年度风向标，一年一度的CES展始终是前沿技术的"首发秀场"与行业趋势的"晴雨表"。2026年的CES，汽车板块无疑将成为展会核心焦 点。 来源：长城汽车官方 作为率先官宣参展的中国车企，长城汽车将以"GO With More Life"为主题，携全产品线与核心技术矩阵亮相2026 CES，这被视为其提升全球品牌认知度的关 键一步。 展会期间，魏牌将携高山9、全新蓝山智能进阶版、全新坦克500 Hi4-T智享版及灵魂S2000 CL摩托车将组成"全明星"参展阵容。 技术层面将重点展示Hi4-Z架构、半固态电池、氢燃料电池发动机三个新能源技术，同时发布ASL 2.0智能体与VLA全场景大模型等前沿成果。 其中ASL 2.0智能体可实现基于路况、用户需求的全维度信息处理与自主决策，VLA大 ...

Core Insights - Sony Honda Mobility Inc. (SHM) has initiated trial production runs of its first model, AFEELA 1, at Honda's East Liberty Auto Plant as part of preparations for mass production [1] - SHM has established a Quality Gate facility in East Liberty, Ohio, to conduct unique inspections on vehicles to meet SHM's specifications and Honda's quality standards [1][2] Production and Quality Assurance - AFEELA's production integrates strict manufacturing quality with innovative features, including 40 sensors, panoramic screens, and advanced technologies like AI and connectivity [2] - The Quality Gate facility will perform inspections from two main perspectives: function inspection and exterior inspection, ensuring the vehicle's integrated functions operate as designed and verifying the perfection of the exterior design [3][8] Feedback and Continuous Improvement - Quality Gate will serve as a feedback mechanism for production quality stabilization, with data collected being used to enhance vehicle design and manufacturing processes [3] - The commitment to reliability and technology is emphasized by SHM, aiming to deliver the promised experience of the AFEELA brand [4] AFEELA Brand Overview - AFEELA represents a fusion of intelligence and emotion in motion, focusing on a next-generation driving experience through advanced sensing and human-centered design [5] - The AFEELA 1 is set to be the brand's first production model, with deliveries planned in California for 2026 [5] Company Background - Sony Honda Mobility Inc. is a joint venture established in 2022, combining Sony's technological expertise with Honda's automotive knowledge to drive innovation in the mobility sector [6]

Core Insights - The upcoming CES 2026 in Las Vegas is set to showcase significant advancements in AI technology, marking a shift from conceptual displays to practical applications in various industries [3][6][12] - Chinese companies, particularly in the embodied intelligence sector, are making a strong presence at CES, with many participating for the first time and aiming to establish their brand internationally [6][9][11] Group 1: Event Overview - CES 2026 will officially commence on January 6, featuring major tech companies and startups presenting their upcoming products and innovations [3] - The event is expected to have a heightened focus on AI, with numerous social activities organized by venture capital institutions, indicating increased interest and investment in AI technologies [3][6] Group 2: Key Presentations and Themes - AMD CEO Lisa Su will deliver a keynote on the latest developments in CPU, GPU, and AI software, while NVIDIA CEO Jensen Huang will also present significant advancements in AI technology [5][6] - The narrative of CES 2026 will center around how AI technology integrates with hardware products and industrial applications, emphasizing the importance of practical implementation [6][12] Group 3: Chinese Companies and Robotics - A notable influx of Chinese companies in the embodied intelligence sector is expected, with firms like Yushun Technology and Galaxy General showcasing their innovations and receiving international inquiries [8][9] - The participation of Chinese robotics companies aims to enhance brand visibility and secure overseas orders, reflecting a broader trend of Chinese firms expanding into international markets [9][11] Group 4: Industry Trends - The focus of CES is shifting from mere technological showcases to the deep integration of AI with real-world applications, indicating a transformative phase in the tech industry [12] - The event will also highlight the collaboration between various tech giants, showcasing a collective effort to build an ecosystem around AI technologies and their applications [12]

Group 1 - Chinese robotics companies are collectively participating in CES at an unprecedented scale, with many making their debut at the event [1][2][9] - The focus of CES 2026 is shifting towards AI, moving from a showcase of technology to a critical point for the practical application of AI in various scenarios [2][6] - Major companies like AMD and NVIDIA are set to highlight their advancements in AI technology, with AMD's CEO Su Zifeng and NVIDIA's CEO Jensen Huang leading key presentations [4][5][6] Group 2 - The presence of Chinese embodied intelligence companies is increasing, with firms like Yushutech and Galaxy General receiving significant interest from overseas clients during the event [8][9] - CES 2026 is expected to feature a wave of Chinese robotics companies aiming for brand exposure and securing overseas orders, indicating a strong push for international market penetration [9][10] - The event will also showcase innovations in various sectors, including smart cleaning devices and autonomous vehicles, reflecting a broader trend of integrating AI technology with hardware and real-world applications [10]

CES 2026 将于明年 1 月 6 日至 9 日在美国拉斯维加斯举行，现已进入最后1月倒计时。 作为全球科技产业的开年盛会，CES 早已成为中国科技品牌和厂商的年度秀场，而在中国和美国企业以外，还有不少来自韩国、日本以及欧洲等国家/地区 的参展商。其中，尤以日本特别看重在 CES、IFA 等国际大展上的科技展示和对外宣传，甚至推出了与之配套的「日本科技项目（Japan Tech Project）」。 面向CES参与媒体的群发邮件显示，「日本科技项目」旨在支持拥有新技术和产品的日本企业登上 CES 等全球科技舞台，正如其所言：「还有什么地方比 全球最大消费电子展更能衡量科技发展现状、评估技术成果和展望未来呢？」 在即将开幕的 CES 2026 上，「日本科技项目」将通过全球展馆（Global Pavilion）和尤里卡公园（Eureka Park）的两个展区，全面展示日本最新科技创新成 果，参展商包括地方政府、知名企业和初创公司，他们将带来 AI、机器人、环保材料、移动出行和生活方式创新等领域的新理念、技术和产品。 （图源：日本科技项目） 作为中国报道科技展会最悠久、最深入、最专业的新媒体之一，雷科技 CE ...

Core Viewpoint - AUO (友达光电) is undergoing a significant transformation from a traditional display panel manufacturer to a vertically integrated solution provider, focusing on three pillars: Display Technology, Mobility Solutions, and Vertical Solutions, driven by AI and sustainability initiatives [3][4][8]. Group 1: Business Transformation - The display business is expected to decrease to less than 50% of total revenue as AUO diversifies its operations into automotive and other sectors [3][11]. - AUO has optimized its product structure internally and expanded externally through acquisitions, such as the purchase of automotive parts manufacturer BHTC, to enhance its business scope [4][19]. - The company has established three subsidiaries focusing on different areas: AUO Display +, AUO Mobility Solutions Corporation, and ADTTech, to drive strategic development [4][8]. Group 2: Product Innovations - At the "Smart AUO Exhibition," the company showcased a range of innovative display products utilizing LTPS, Mini LED, and Micro LED technologies, including various specialized displays for medical and automotive applications [6][10]. - The smart mobility business, which includes in-car displays and control systems, is projected to grow by 20% in revenue in 2024, supported by strong customer demand and new projects [8][19]. Group 3: Market Position and Strategy - AUO's revenue from smart mobility and vertical solutions has reached 44% of total revenue, with a target to exceed 50% by 2027 [11]. - The company is leveraging its existing strengths in semiconductor manufacturing and automation to gain a competitive edge in the Micro LED market, focusing on niche applications in automotive and healthcare [12][14]. - AUO's acquisition of BHTC is aimed at enhancing its service capabilities in the European and American automotive markets, with expectations of significant revenue growth from this segment [19][23]. Group 4: Technological Advancements - Micro LED costs are expected to decrease by 50% every two years, driven by advancements in chip size reduction and manufacturing processes [18]. - AUO has achieved a 95% equipment connectivity rate and a 90% data cloud coverage in its smart manufacturing initiatives, significantly improving production efficiency [26][28]. Group 5: Sustainability Efforts - AUO is committed to building a green and resilient industrial ecosystem, having received national recognition for its digital and green development achievements [28].

Core Viewpoint - Sony Honda Mobility (SHM) has launched its electric vehicle brand AFEELA, with the first model AFEELA 1 priced from $89,900, but faces legal challenges in California due to its direct sales model [3][6]. Group 1: Company Developments - SHM is a joint venture between Sony and Honda, established to develop and sell high-value electric vehicles and mobility services, with a registered capital of 10 billion yen [5]. - The AFEELA 1 is set to be produced in Ohio and is expected to be available for sale in California by 2025, with a refundable reservation fee of $200 [5][6]. - SHM plans to introduce additional models, including a pure electric SUV by 2027 and a compact car for the mass market by 2028 [6]. Group 2: Industry Context - The entry of consumer electronics giants into the automotive industry has been met with mixed results, with some, like Dyson, halting their automotive projects due to commercial viability concerns [4][10]. - Analysts suggest that the complexity of the automotive industry poses significant challenges for companies transitioning from consumer electronics, potentially harming their brand image and existing business [4][9]. - The success of companies like Huawei and Xiaomi in the smart electric vehicle sector has inspired other consumer electronics firms to explore similar ventures, leading to a renewed wave of interest in the automotive market [9][11]. Group 3: Legal and Market Challenges - SHM is currently facing a lawsuit from the California New Car Dealers Association (CNCDA) for allegedly violating state franchise laws by selling directly to consumers [6]. - The competitive landscape in the automotive market is intensifying, prompting consumer electronics companies to seek new growth opportunities through electric vehicle development [9][11].