唐伯虎点秋香
史上最无聊的消费电子展?听前面的记者讲话。_我的网站

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A display of humanoid fighting robots at robotic firm EngineAI's intelligent manufacturing base in Robot Valley in Shenzhen, South China's Guangdong Province on August 5. Photo: Li Xuanmin/GT
Editor's Note:
The outline of the 15th Five-Year Plan called for building a modern industrial system, consolidating the foundation of the real economy, and accelerating high-level technological self-reliance and self-strength to lead the development of new quality productive forces. These goals have provided clear direction for industrial transformation and upgrading across various sectors, while injecting strong momentum into high-quality development.
The Global Times has launched a new column titled "China Industry Close-up." Focusing on the creation of a new development pattern, the column will delve deeply into vivid examples of industrial transformation and upgrading across various sectors, aiming to showcase China's innovation-driven and high-quality development. This is the first half of the second installment of the series
Cao Jing, a truck driver based in Shenzhen, South China's Guangdong Province, carefully secured a humanoid robot at the research and development center of a local robotics company on Friday. With steady hands, he and other technical staff first folded the robot and placed it into a black box filled with cushioning pads, then moved the box into the back of his 4.2-meter-long truck, adjusting the straps and padding to keep it steady for the journey. Once everything was firmly in place, he climbed into the cab and set off along the Liuxian Road in Shenzhen's Nanshan district.
Half an hour later, he arrived at the Shenzhen Nursing Home, where the robot would soon begin its new role -serving as a cheerful companion for the elderly while continuously improving itself through daily real-scenario applications.
Cao, a driver for freight company Huolala's enterprise service, told the Global Times that since March and April, he can get four or five such delivery orders a day during peak times, mostly around Liuxian Road, a sharp increase from last year. "The robots I transport have also become much more diverse — from company R&D prototypes and household robots being delivered to customers' homes for testing, to robots designed for all kinds of competition, and even those fighting robots that compete in the octagon," Cao said as he waited at a traffic light on Liuxian Road.
The Liuxian Road is located within the 30-minute supporting circle in Shenzhen's "Robot Valley," an idea that Chinese official highlighted at the 2026 Summer Davos in June.
Just a decade ago, some of this area was little more than old industrial zones, construction sites and urban villages. Today, the Robot Valley — stretching about 10 kilometers along Liuxian Road and covering an area of approximately 28 square kilometers — has transformed into a thriving hub. The corridor is lined on both sides with robot makers, component suppliers, software algorithm firms, as well as universities and research institutions.
The area is now home to over 200 companies across the robotics industrial chain, including more than 25 humanoid robot complete-machine manufacturers, 32 specialized and sophisticated "little giant" enterprises, and 15 listed companies, according to local authorities.
Walking through parts of the valley now feels like stepping into a sci-fi film, where it is common to encounter a "blinking" humanoid robot waving hands around the corner, watch a lively parade of dancing robot dogs and sip a coffee made by humanoid robot, or enjoy a dish prepared by robotic arms.
The rise of this high-tech futuristic valley offers a glimpse into the prowess of China's embodied artificial intelligence (AI) industry, one of the industries of the future identified in China's 15th Five-Year Plan (2026-30) that has drawn intensive global limelight. The valley also epitomizes China's homegrown innovation capabilities, where milestone technological breakthroughs, coupled with rapid iteration, complete industrial chains, and real-world application scenarios converge to turn cutting-edge research into tangible products at remarkable "Chinese speed."
'Half-hour circle'
When Global Times reporters visited Shenzhen robotic firm EngineAI's intelligent manufacturing base in the Robot Valley, several humanoid robots were effortlessly demonstrating high-difficulty moves such as front flips. Some of the T800robots, just backed from the Ultimate Robot Knock-out Legend (URKL), or what organizers billed as the world's first free humanoid robot fighting competition in July, were "battered and bruised."
"In robot combat, we must always be prepared for high-intensity real-world testing," Li Hao, a motion control algorithm engineer at EngineAI, told the Global Times. "Real combat takes place in a continuous, highly uncertain environment full of interference. The real challenge is ensuring that humanoid robots can continuously maintain stability under complex conditions such as moving, turning, punching, absorbing force, and shifts in the center of gravity. In this context, the pace of research and development (R&D), testing, and adjustment is particularly fast — which is why the half-hour industrial circle matters so much to us."
Li gave a vivid example of how his daily routine fully leverages the valley's tight integration of R&D, testing, and manufacturing.
"In the morning, I finish modifying the algorithm at the R&D center. A 25-minute drive then takes me to the production line at the valley's Honghualing manufacturing base for real-machine testing. By the afternoon, I can rush back to the R&D center to upgrade and optimize the algorithm again," he explained.
Since March, Li has been taking Muay Thai lessons together with other core engineers. While he has grown into something of a "Muay Thai master," this proximity of the Robot Valley also allows him to "communicate with robots" every day, optimizing intelligent recognition algorithms and motion strategies based on their performance in real combat. "This is like teaching a baby, and we're training the robots to grow stronger while becoming smarter, day by day," he noted.
Throughout the robot manufacturing, another critical step — robot prototyping — further highlights the unique strength of China's robotics industry.
Pang Jianxin, vice president of UBTECH, a Hong Kong-listed humanoid robot company also headquartered at the Robot Valley, told the Global Times that the valley holds a clear advantage in rapid prototyping and fast product iteration — an edge that "leads the world."
"During prototyping, the volume for production is usually very small, and many companies are reluctant to take on such orders. However, in Shenzhen and the broader Pearl River Delta, there are a large number of supply chain enterprises that are willing to accompany start-ups on new tracks and new products. Based on the design, they can leverage their experience to select suitable materials or processes, quickly complete sample manufacturing, and then rapidly verify the results. This is crucial for hardware R&D, especially for innovative hardware and intelligent robots," Pang explained.
In overseas markets such as the US, the typical process from turning an idea into a physical product, to producing samples and entering the small-scale market, and finally reaching mass production and making debut, could take five-to-ten times longer than the Chinese counterparts, Liu Shaoshan, director of the Embodied AI at the Shenzhen Institute of Artificial Intelligence and Robotics for Society, told the Global Times. Liu has worked in the US for a bunch of years before returning to Shenzhen two years ago.
"Robotics is an industry where speed almost decides everything - as half of it is manufacturing, and the other half is about R&D," Liu told the Global Times.
According to Liu, in the US, it can take a week just for industrial chain communication to implement a hardware change or upgrade, and most of their suppliers are located outside the country, which further delays the process. By contrast, the complete supply chain of Shenzhen's Robot Valley enables highly efficient communication — "in some cases, suppliers can even arrive on site within half an hour."
The Global Times also noticed a telling scene during its week-long visit to Shenzhen's Robot Valley: the company visited on the first day turned out to be the exact supplier of the company visited on the second day, while the third-day institute was itself a key testing partner of the second-day company — further underscoring the tightly integrated industrial ecosystem that makes rapid iteration possible.
For embodied intelligence manufactures, the Robot Valley is home to a full range of upstream suppliers — from perception systems such as tactile sensors and LiDAR, to actuation systems including servo motors and joint modules, and core components like robotic arms and dexterous hands. Meanwhile, downstream, large-scale manufacturers in the auto, new energy and electronic industries stand ready to put these robots into broader real-world applications, industry insiders noted.
"Many of the embodied robotics companies in the valley are our customers. Some of them — such as UBTECH, X Square and PUDU — are within a 20-minute drive of our headquarters. It is not an exaggeration to say that if you want to build a robot in Shenzhen's Robot Valley, you can easily find the suppliers you need nearby," Zhao Qiyu, marketing director of publicly listed robotics and AI vision company Orbbec, told the Global Times.
Meanwhile, as China's robotics industry continues to expand, downstream customers are developing increasingly specialized and specific requirements, encouraging companies like Orbbec to launch new products that address these evolving needs, Zhao said.
She cited one of the company's newly launched products, EGO, a head-mounted data collection device designed to capture first-person perspectives and real-world task flows. By collecting multimodal data related to environmental semantics, spatial scale and long-horizon task chains, the device helps generate high-quality training data for downstream embodied AI model companies.
'DeepSeek' moment in robotics industry
Pang from UBTECH recalled firsthand how he has witnessed the drastic change in Shenzhen's Robot Valley and the broader picture of the Chinese robotic industry during the past 10 years.
"When we started the company a decade ago, what we saw from the window was just old industrial base, some construction sites and villages. We were like marching through a dark desert, where even the positions of the stars and the moon could not be seen clearly," Pang said.
He noted that at that time, the most well-known robotics companies on the international stage were the US-based Boston Dynamics, which wooed the world with its signature backflips and parkour moves, and Honda from Japan, whose humanoid robot ASIMO became a global icon. In the Chinese market, domestic companies specialized in humanoid robots "were extremely scarce."
However, a decade later, China's robotics industry has undergone what industry insiders described as "transformative changes," shifting from a follower to a frontrunner. The once "valley of entrepreneurship" has also transformed into a world-class "highland of innovation," Liu Zhufu, deputy general manager of Dobot Robotics, which was founded in 2015, told the Global Times.
Today, China has firmly established itself in the world's first tier of the robotics industry, with Chinese robotics companies having increasingly become a must-visit destination for foreign heads of state during their trips to China - as vividly exemplified by Slovak President Peter Pellegrini's tour of a robotics mall in Beijing's Yizhuang in July and President of Myanmar Min Aung Hlaing' visit to the Unitree Robotics in June.
According to data released by Beijing CCID Publishing & Media Co, China accounted for 84.7 percent of global humanoid robot shipments in 2025, meaning that for every 10 humanoid robots sold worldwide, more than 8 carried the "Made in China" label.
The institute Liu Shaoshan works for has also received a number of officials from Europe, including former UK Foreign Secretary Yvette Cooper, as well as corporate delegates from Europe, Japan and South Korea in recent months.
"Many foreign visitors, during their inspections in Shenzhen, would ask me similar questions — why have cutting-edge technologies such as AI and embodied intelligence developed particularly rapidly in China? What can they learn, and what role should their governments play in accelerating this development?"
The answers, according to Liu, lie not in a single technological breakthrough, but in a combination of long-term strategic planning, industrial cultivation, and ecosystem building. "It is precisely thanks to the forward-looking layout and top-level design that China has gradually formed a complete chain spanning basic research, core technology breakthroughs, and industrial applications, while gaining a first-mover advantage in the real-world deployment of robots," Liu stressed.
"China has been promoting the development of the humanoid robotics industry with unprecedented strategic resolve. And the inclusion of intelligent AI into the 15th Five-Year plan (2026-30) carries a lot of significance: it is not only a policy dividend but also offers long-term strategic guidance. It will guide more resources toward core technology breakthroughs and industrial ecosystem building, accelerating the process of humanoid robots moving from the laboratory to factories and into households," Pang said.
When it comes to the local practice echoing this top-level design, the authorities in Shenzhen's Nanshan District have so far opened a total of 68 public scenarios for robot applications, aiming to open up the full chain of "technology R&D - scenario verification - commercial promotion," the Global Times learned.
Encouraged by these developments, industry insiders in the Robot Valley are increasingly optimistic that a "DeepSeek moment" for China's homegrown robotics industry may arrive sooner rather than later.
This moment may not come in a single instant, but a process accumulated from countless "world's firsts" - fueled by continuous homegrown technological breakthroughs and the constant expansion of application scenarios across China.
"Maybe one day, robots will be able to produce robots right here in our manufacturing base—that could be a defining 'DeepSeek moment'," Yao Qiyuan, co-founder of EngineAI, told the Global Times.
。另一年的CES结束了,但关于它的讨论远未结束。作为世界上最大的技术消费展览会,每年这里都有大批的人。今年,参加CES的人数已超过18万人。作为CES的老司机,最好的证明是展会前的免费停车场在展会当天涨到了40美元。但今年,很多人觉得它“不如以前好”。随着全球科技产业“寒冬”的到来,仍有4000多家厂商参展,但无论是最新的产品还是未来可能出现的技术,都没有什么值得大惊小怪的。难怪有些人对他们过去所展示的产品或他们在新闻中听到的内容感到“厌烦”。

二 | 但这是真的吗?除了赌博和看电视之外,第52届会议上举行的CES是否真的没有反映出科学技术的活力?经过三天的购物和深入的采访,我们看到的不仅仅是无聊,而是一些隐藏在无聊背后的东西。

三 | 无论是平静的自动驾驶技术,人工智能语音助理,以及越来越多的5G终端,我们在CES上仍然有很多收获和经验。让我们听听我们的看法。

四 | 少了花招,更务实一段作者:橡胶,极客主编,今年第四次参加CES,CES确实缺乏一些新的概念和花招产品,我看了一场更“务实”的消费电子展。在过去的两年里,英伟达的展前会已经成为CES重要的“开场秀”。黄仁勋将通过充满激情的演讲来展示英伟达在人工智能领域的雄心壮志。

五 | 然而,今年,Nvidia“忽略”了自动驾驶仪和人工智能的内容,整个活动围绕着即将推出的新图形卡产品展开。这种务实的内容已成为CES 2019年的主题演讲。消费电子展往往被视为科技领域的风向标,“前瞻性”成为参展商衡量产品和技术的重要指标。

六 | 在繁荣的背后,CES每年都会看到许多高端和低端产品,它们引人注目,足以出现,但很快就消失了。今年消费电子展最重要的变化之一是,制造商们将更多的量产产品摆上台面,并提供更多的现场体验产品。

七 | LG的卷发电视是今年CES的明星,但LG强调它不是概念产品。它将于今年下半年正式推出。索尼、三星和其他制造商已经在CES上展示了8K电视,这似乎离我们很远,但制造商愿意提供一个详细的销售时间表…今年的CES也能找到类似的例子。对于消费者来说,很高兴知道他们最喜欢的产品已经或将要批量生产,但整个展览的惊喜肯定会减少。

八 | 似乎在“冬天”到来之前多卖点东西更重要。

九 | 今年CES的实用主义也反映在人们对隐私和安全的关注上。在过去的一年里,许多互联网公司在隐私问题上“颠覆”,苹果甚至在消费电子展(CES)的主会场前投放了一则有意义的广告。当网络(控制应用)和人工智能语音助理成为越来越多的硬件产品的基础设备时,消费者会在新的时期后迅速关注产品的安全性。当今年CES与一些智能家居制造商进行沟通时,他们会在介绍产品参数后强调对隐私的关注。

十 | 有趣的是,人们在互联网上的不安全感也扩展到了物质世界。今年,有更多的安全产品,如CES智能门锁/门铃。我相信大多数来自中国的编辑和记者在过去的一年里参加CES时都有一种紧张的感觉,或者是“害怕错过”。毕竟,经过十几个小时的长途飞行,每个人都想从CES中获取尽可能多的信息。事实上,关于消费电子产品的国内报道经常可以看到标题为“暴力”和“看穿”的文章,这在很大程度上也是在这种心态下产生的。今年我没有寻找新的概念,而是更喜欢CES展览本身,能够更平静地体验一些产品,这样我个人就可以接受这种变化。从应用程序控制到语音控制:谁是英雄,是极客选择的主笔,第二次参加CES,当人工智能真正进入每个人的生活,口号和宣传不再那么猖獗。

十一 | 由于潮湿事物的寂静,许多人今年似乎对CES感到厌烦,但在我看来,他们找到了一些隐藏的乐趣。例如,语音交互在科技大学迅飞的尝试中,使得看似怪异的墨水屏幕电子书成为一种支持记录和实时转录的办公工具。然后,例如,看似普通的模块化机器人玩具,结合语音交互,可以直接用一两句话控制其变形。这些事情过去不容易实现,但现在变得越来越特别了。

十二 | 一件事是今年,谷歌和亚马逊在消费电子展上的推广工作都比过去多。但是语音助手不再简单地以智能扬声器的形式显示,而是通过与生活相关的产品更准确地显示出来。例如,亚马逊收购智能门铃,更多地支持谷歌助手的电视机,甚至只要与物联网相关的产品可以同时支持这两个语音助手。其中一个原因是,2018年智能演讲者的总体增长是相关的。据亚马逊官员此前向媒体透露的数据,亚马逊的Alexa语音助手迄今已安装在一亿多台设备上。另一方面,谷歌表示,包括智能手机、智能手表和智能电视在内的所有类型的谷歌辅助设备都已售出10亿台。另一方面,通过天猫精灵、小艾同学等智能演讲者的洗礼,中国也完成了智能家居的快速升级,在一定程度上完成了家庭智能中心的转型。过去,通过手机连接手机和控制交换机的智能产品已经成为第一个通过手机连接的产品,不再需要再次使用手机。即使某些连接不再需要移动电话,它们也可以通过智能扬声器的语音控制进行连接。

十三 | 家庭控制中心的改造已经到了这个阶段,标志着智能家居场景的建设进入了一个新的阶段。在下一个5G时代,保持设备在线和连接将成为雄心勃勃的制造商追求的最终目标,也许这也是一只聪明的手。飞机起飞后的时间还有另一个预期的变化。大型和完整的CES:没有行业变化,每个人都想说同样的话:希格林,极客的视频产品经理,很难想象我第一次参加CES。作为一名在数码圈工作了近六年的“老”编辑,这是第一次参加CES展览,但正是因为在观看了MWC、IFA和Computex之后,你会发现你在追求大而完整。消费电子产品对这个行业没有什么意义。CES本身在成立之初没有一个行业定义。

十四 | 作为一个自1967年以来出现的展览,当时对电子的定义是非常单一的。但近年来,各行业的变化使人们更加关注消费电子产品的存在。例如,2016年,国内外汽车厂商疯狂涌入CES会场的自驾大爆发,无论是汽车厂商还是汽车驾驶技术供应商都在展示自己的解决方案,我们应该知道,以前的汽车厂商和CES技术没有关系。.与此同时,AR/VR行业仍处于鼎盛时期。松下基于AR的CES化妆镜也吸引了人们的注意。也许这两件事让我印象最深刻的是消费电子展在过去两年。正是这两件事让我对消费电子产品产生了一些“误解”。当CES 2019真的来到展会,谷歌,三星,索尼和尼康,这些大工厂无疑是辉煌的。LVCC展馆的门至少要花两个小时才能与谷歌互动游戏、尼康无处不在的手提包以及三星“用钱建造”的展台保持一致。

十五 | CES 2019仍处于聚光灯下。

十六 | 根据CES官方数据,展会总面积超过26万平方米,吸引了4500多家参展商。但冷静点,CES 2019真的有那么多产品引领行业变革吗?在CES公布前的活动中,我们没有看到太多令人惊讶的酷产品。在许多初创企业中,也有两三种值得注意的产品被“移交”。这些产品可能只是有意义的、创新的或对行业影响很小。此外,在发布之前,主要品牌将举行新产品发布,可能是因为大多数官方会议都不到45分钟,但在45分钟内,我们肯定能听到两个词-5g,汽车。有时这两个词“纠结”在一起,因为5G有更多的自驾车的可能性,但对于一个从业者来说,5G在2019年可能仍然是一个概念。

十七 | 试商业并没有带来商业的普及,而自驾游仍然是一个可见但不可触及的未来。
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