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广东机器人新叙事:进影院卖爆米花后,越疆Atom奔赴产业前线
在广州海心沙全空间智能体验中心,前来参加APEC"中国年"首场正式活动的百余位政府官员,被现场 演示自主售卖爆米花的人形机器人所吸引,他们一边驻足参观,一边交流问询,深度了解中国科技创新 的最新成果。 整个过程,Atom需要在十几秒内,连贯完成识别顾客、取杯、装填、识别满杯状态、平稳放置递送等 一系列动作,并能应对现场各种干扰。 在行业普遍追逐高大全的落地场景之下,走进电影院卖爆米花,隐藏着越疆怎样的技术逻辑与商业考 量? 谢凯旋谈到, 攻克专用场景的思路,其实更有助于机器人在可控范围内完成技术闭环验证,全面检验 机器人从感知、推理到执行的智能系统实战能力,为规模化落地探路。 上述机器人来自深圳越疆科技,正是年初火爆全网的越疆全自主人形机器人Atom。彼时,Atom进驻深 圳电影院,在无人辅助情况下,每日连续工作14个小时,实现日销爆米花1000杯、单日营收突破2万元 的业绩。 这是全球首例在复杂商业环境中,全自主运营的技术突破与应用落地,展现了该款机器人自身成熟的技 术实力与商业化落地方面的初步成果。 接下来则是量产。在参与APEC"中国年"活动展演前夕,越疆正式启动第三批全尺寸工业人形机器人 Atom的量 ...
蛇年A股第一牛股,狂飙1836%
Core Insights - The A-share market concluded the Year of the Snake with all major indices showing positive performance, with the Shanghai Composite Index rising by 25.58%, the Shenzhen Component Index increasing by 38.84%, and the ChiNext Index leading with a remarkable gain of 58.73% [1] Individual Stock Performance - Nearly 4,700 stocks recorded gains throughout the year, with 779 stocks doubling in price and over 100 stocks achieving gains exceeding 200% [1] - The top ten performing stocks, excluding those listed after 2025, are: - Shangwei New Materials - Tianpu Co., Ltd. (605255) - Jiamei Packaging (002969) - *ST Yazhen (603389) - Honghe Technology (603256) - Dingtai High-tech (301377) - Feiwo Technology (301232) - *ST Yushun (002289) - Shengtong Energy (001331) - Chaojie Co., Ltd. (301005) [1] Underperforming Stocks - Despite the overall positive index performance, some stocks experienced significant declines. The top ten underperforming stocks, excluding newly listed and ST stocks, are: - Kangle Weishi - Hualian Co., Ltd. (000882) - Tianjian Co., Ltd. (301383) - Wantai BioPharm (603392) - Transsion Holdings - Guibao Pet (301498) - Yihualu (300212) - Aibo Medical - Longda Food (002726) - Beishidake (300822) [1]
剑桥科技:“网传业绩不及预期”,与公司实际经营情况并不相符
Core Viewpoint - The company has addressed rumors regarding delays in chip supply from its largest customer, Cisco, and reassured that its operational performance is on track, with proactive measures in place to ensure supply chain stability and growth [1][2]. Group 1: Operational Response - The company confirmed that online rumors about delays in chip supply do not align with its actual business operations [1]. - It is maintaining active communication with customers to ensure product delivery meets demand, particularly in relation to the supply of upstream materials [1]. - The company has implemented supply chain optimization measures to enhance supply assurance capabilities in anticipation of increased demand [1]. Group 2: Strategic Initiatives - The company has established a special industrial fund for supply assurance and is directly investing in the supply chain to promote collaborative development [1]. - It is utilizing a combination of prepayments, strategic material reserves, capital expenditures, equity investments, and convertible loans to increase investment in upstream supply chain capacity [1]. - The company aims to secure material supply and raw material capacity early on, while continuously strengthening supply chain resilience [1]. Group 3: Financial Performance - The company has projected a significant increase in its 2025 annual net profit, expecting a year-on-year growth of 51.19% to 66.79%, with a non-recurring net profit growth of 64.62% to 81.81% [2]. - The third quarter of 2025 is also expected to show strong growth, driven primarily by the core businesses of high-speed optical modules and telecom broadband access [2]. - All information disclosed in investor relations activities is consistent with public announcements, adhering strictly to disclosure regulations [2].
广东第十个万亿赛道新进展:TCL华星t8项目智能厂房拔地而起
新春将至,年味渐浓,在广州市黄埔区的土地上,却是一片建设热土热火朝天。 在TCL华星第8.6代印刷OLED生产线(以下简称"T8项目")施工现场,人们能看到塔吊林立、人车分 流,一座现代化的高端显示智造厂房正拔地而起。 华星T8项目每月可加工约2.25万片2290mm×2620mm玻璃基板,产品聚焦显示器、笔记本电脑显示屏及 平板显示屏等核心应用领域。项目于去年10月正式开工建设,12月启动主体工程建设。目前,主体建设 已完成40%,设备选型等前期工作紧锣密鼓地开展。 作为广州市重点工业项目,总投资约295亿元的T8项目自开建以来,屡屡刷新建设速度,多项工程节点 大幅提前,成为粤港澳大湾区产业建设的一道亮眼风景,也代表着广东万亿级超高清视频产业集群的新 面貌。 从一块屏到一条世界级产线,T8项目建成后,将全面打破高世代OLED的单一技术路线局面,推动行业 从蒸镀主导,向印刷与蒸镀并行转变,重塑全球中尺寸OLED市场的竞争态势,推动行业产能与成本优 势向中国转移。 世界级产线加速建设背后 走进T8项目施工现场,规整的施工道路和有序的材料堆场映入眼帘,运输车辆往来穿梭却丝毫不显杂 乱。在这个打造高端印刷OLED生 ...
一区超万亿、两区超6千亿 这三区集中深圳近6成GDP
Core Insights - The article highlights the economic growth of various cities in China, particularly focusing on Shenzhen, which has seen significant GDP increases and the emergence of new "trillion-yuan cities" [1][3]. Economic Growth and City Rankings - The number of cities with a GDP exceeding 1 trillion yuan is set to increase from 27 in 2024 to 29 in 2025, with Wenzhou and Dalian making the list [1]. - Beijing has joined the ranks of "5 trillion cities," while Shenzhen leads the four first-tier cities with a growth rate of 5.5%, aiming for a GDP exceeding 5 trillion yuan by 2025 [1]. District Performance in Shenzhen - Nanshan District has achieved a GDP of 10,102.38 billion yuan, becoming the first district in China to surpass the trillion-yuan mark [3][5]. - Futian and Longgang districts are also significant, with Futian's GDP reaching 6,420.22 billion yuan and Longgang expected to exceed 6,000 billion yuan [2][9]. - Nanshan contributes over 25% of Shenzhen's total economic output despite its small area of 185 square kilometers [3]. GDP Growth Rates - Among the districts, Pingshan (10.5%) and Shenshan (10.3%) have shown remarkable growth rates, focusing on high-value industries such as automotive and pharmaceuticals [10][11]. - The overall GDP of Shenzhen is projected to reach 38,731.8 billion yuan by 2025, with several districts outperforming the city average [2][10]. Sectoral Contributions - Nanshan is home to over 200 listed companies, contributing significantly to Shenzhen's economy, with a total market value expected to exceed 65 trillion yuan by 2025 [5][6]. - Futian's modern service sector is projected to grow, with a value of 4,754.98 billion yuan, accounting for 82.2% of its tertiary industry [6][7]. Industrial Focus and Innovation - Pingshan is concentrating on developing a "6+3" industrial cluster, focusing on smart connected vehicles, semiconductors, and biomedicine, with strategic emerging industries expected to account for 88% of its industrial output [11][12]. - The Shenshan Special Cooperation Zone is also leveraging the presence of BYD to enhance its automotive industry, with multiple projects set to launch by 2025 [12][13].
托普云农:朱旭华已减持0.53%股份
南财智讯2月13日电,托普云农公告,持股5%以上股东朱旭华通过集中竞价交易方式,于2025年11月14 日至2026年2月13日期间减持公司股份450,000股,占公司总股本的0.53%;减持均价为105.40元/股,减 持价格区间为98.50元/股至132.13元/股。本次减持后,朱旭华持有公司股份9,023,400股,占总股本的 10.58%。 ...
深南电路:董事李培寅辞任
南财智讯2月13日电,深南电路公告,公司董事会于近日收到李培寅先生提交的书面辞职报告。李培寅 先生因工作调整原因申请辞去公司第四届董事会董事及审计委员会委员职务。 ...
雷军:第一代SU7停产,小米汽车交付破60万辆
同日,雷军表示,自2024年4月3日以来,小米汽车累计交付量已超过60万台。他同时表示,新一代小米 SU7的展车已经到店。 此前,2月12日,雷军在其个人微博援引汽车之家数据称,小米YU7今年1月份销量为37869台。这一数 字环比去年12月的销量有所下滑,但仍跃升两位,登顶全国乘用车零售销量排行榜。 汽车之家的数据显示,在1月的全国乘用车零售销量排行榜中,小米YU7以显著优势位居榜首。排在第 二位的吉利博越L销量为34176台;第三则是吉利星愿,销量29007辆。值得注意的是,特斯拉Model Y 在1月销量仅为16845台,排名第20位。 记者丨王泽坤 编辑丨叶映橙 2月13日,小米集团创始人、董事长兼CEO雷军宣布:第一代SU7停产,仍然跟以往一样提供全部维修 及保养服务。小米已为第一代SU7准备了充足了配件和供应商生产能力,至少能够满足10年以上的备件 保障能力。春节期间,小米汽车服务不打烊,大家可以到小米汽车服务门店对车辆进行维修和保养。 1月全国乘用车市场零售154.4万辆,同比下降13.9%。其中自主品牌零售89万辆,同比下降18%;主流 合资品牌零售47万辆,同比下降4%;豪华车零售18万辆, ...
元气森林创始人唐彬森发内部信:连续三年两位数增长
21世纪经济报道记者 贺泓源 渠道数据方面,截至2025年底,元气森林合作网点突破128万家,全年净增12万家;新增覆盖城市64 个。 同天,元气森林创始人唐彬森发布了题为《专注,聚焦,以不变应万变》的内部信。内部信中提及, 2024年,元气森林初步验证了盈利的可能性。2025年,该公司则是在"高质量增长"这个更艰难的课题 上,进行了一场艰苦的实践。核心在于"三控":控费用、控价盘、控SKU。 "这不是简单的收缩,而是战略上的主动聚焦,是资源向主航道的集中。我们付出了巨大的努力去执 行,最终换来了增长质量的提升。这让我感到一丝踏实,但更多的是清醒:市场环境依然严峻,我们构 建的 '抗风险能力'只是基础,远未到乐观之时。曾经的焦虑提醒我们,唯有持续提升内力,才能赢得真 正的从容。"唐彬森称。 事实上,正如唐彬森所言,市场依旧严峻。 尼尔森IQ数据显示,在2025年9月,饮料全渠道销售额同比下滑9%。其中,线下渠道增速同比下滑 10.43%。 康师傅财报显示,在2025年上半年,其饮料收入同比下滑2.6%至263.59亿元。其中,茶饮料收入同比下 滑6.3%至106.7亿元;水销售额同比下滑6.0%至23.77亿 ...
中京电子:定增申请获深交所受理
南财智讯2月13日电,中京电子公告,公司于2026年2月12日收到深圳证券交易所出具的《关于受理惠州 中京电子科技股份有限公司向特定对象发行股票申请文件的通知》(深证上审[2026]30号),深交所对 公司报送的向特定对象发行股票申请文件予以受理。本次定增事项尚需通过深交所审核,并获得中国证 券监督管理委员会同意注册后方可实施,最终能否通过审核并获注册及时间存在不确定性。 ...