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出海头部、雷军押注!冲刺IPO的“水下大疆”有何来头?
Nan Fang Du Shi Bao· 2026-01-23 15:17
Core Viewpoint - Deep Blue Ocean Technology Co., Ltd. is entering the inquiry stage for its IPO on the Sci-Tech Innovation Board, aiming to raise 1.5 billion yuan and become the "first underwater robotics stock" in China, backed by Xiaomi's capital and its strong position in the global cross-border e-commerce market [2][5]. Group 1: Financial Performance and Challenges - The company has faced continuous losses, with a cumulative loss exceeding 29.4 million yuan from 2022 to the first half of 2025, although the loss has narrowed to 207,810 yuan in the first half of 2025 [9]. - Research and development (R&D) expenses have declined for three consecutive years, from 62.29 million yuan in 2022 to 50.53 million yuan in 2024, with the R&D expense ratio dropping from 44.13% to 14.45% [9]. - The company’s accounts receivable reached 119 million yuan in the first half of 2025, accounting for 19.04% of current assets, indicating increased financial pressure [11]. Group 2: Market Position and Growth Potential - Deep Blue has established a strong market presence in the cross-border e-commerce sector, with its SUBLUE series products capturing approximately 60% of the global market share in consumer underwater propulsion devices, with cumulative sales exceeding 150,000 units [5][6]. - The underwater robotics market in China is projected to grow from 4 billion yuan in 2020 to 10.2 billion yuan by 2024, with a compound annual growth rate (CAGR) of 26.06%, and is expected to exceed 100 billion yuan by 2030 [8]. - The company’s focus on capacity expansion and technology upgrades in its fundraising plan aims to enhance its industrial product delivery capabilities and market penetration for consumer products [8]. Group 3: Technological and Strategic Advantages - As a national high-tech enterprise, Deep Blue has developed a robust technical foundation with over 400 patents and has participated in significant national projects, showcasing its technological capabilities [7][8]. - The collaboration with Xiaomi's capital has provided essential support in funding, supply chain integration, and global channel expansion, enhancing the company's market recognition in the hard technology investment sector [5][6]. - The company’s core competitiveness lies in its comprehensive technical accumulation, capital resource support, market share in the cross-border niche, and the expanding growth potential of the industry [11][12].
广州太古里又迎首店,安德玛全球首家智能运动社交空间落户
Nan Fang Du Shi Bao· 2026-01-23 15:04
Group 1 - Under Armour's Guangzhou Hot Training Center opened on January 23, 2023, as the brand's first smart sports social space globally, aiming to innovate retail and community engagement in China [2][4] - The store integrates smart systems and features exclusive products, including limited edition basketball shoes and the latest UA Velociti Elite 3 running shoes, providing unique equipment inspiration for athletes [4] - The venue will host various themed courses and interactive experiences led by local sports figures and professional coaches, enhancing community involvement in sports activities [4][6] Group 2 - Guangzhou's sports industry output has exceeded 200 billion yuan for three consecutive years, with a projected sports consumption scale of over 70 billion yuan by 2025, reflecting the city's commitment to sports consumption and event economy [6] - The city has introduced nearly 1,500 first stores from 2021 to 2024, with an annual growth rate of 25%, and over 600 international brands have entered the market, indicating a robust retail environment [8] - The sports brand new stores account for 18.5% of all new retail stores in the commercial area, showcasing the growing presence of sports brands in Guangzhou [8]
广汽埃安联手滴滴自动驾驶,Robotaxi R2正式交付
Nan Fang Du Shi Bao· 2026-01-23 14:55
Core Insights - GAC Aion and Didi Autonomous Driving have successfully delivered the new generation Robotaxi, R2, marking a significant milestone in the commercial operation of autonomous driving technology [1][3] - The R2 aims to achieve three core goals: unmanned operation, mass production, and commercialization, with significant advancements in technology, safety, passenger experience, and operational efficiency [1][3] Group 1: Vehicle Specifications and Technology - The R2 is equipped with 33 high-precision sensors and the industry's first mass-produced three-domain fusion computing brain, boasting a computing power exceeding 2000 TOPS while reducing costs by 74% [1] - The vehicle features an interactive front bumper screen, a 17.3-inch ceiling-mounted entertainment screen, and smart voice control, enhancing user experience [3] - GAC's GEP 3.0 platform integrates electric vehicle architecture, an open control platform, electronic steering, and redundant braking systems, providing robust support for autonomous driving [3] Group 2: Strategic Collaboration and Future Plans - The collaboration between GAC and Didi Autonomous Driving has accelerated the rollout of the Robotaxi model, enhancing GAC's brand image as a technology-driven company [3][4] - The successful delivery of R2 and its road testing signify a new phase in the mass production of autonomous driving, aiming to improve user experience and value [3] - By 2026, R2 is planned to be deployed in cities like Guangzhou and Beijing, gradually becoming a valuable addition to urban smart mobility solutions [3][4] Group 3: Future Development - GAC and Didi Autonomous Driving will continue to deepen their collaboration, focusing on vehicle lifecycle management, scenario expansion, and iterative upgrades of the Robotaxi model [4] - The partnership aims to transition autonomous driving from technology validation to practical commercial applications [4]
“死了么”App公司,被列入经营异常名录
Nan Fang Du Shi Bao· 2026-01-23 14:24
Group 1 - The developer of the "Is it dead?" app, Yuejing (Zhengzhou) Technology Service Co., Ltd., has been listed in the operating abnormality directory by the Jinshui District Market Supervision Administration of Zhengzhou due to being unreachable at the registered address or business location [1] - The founder of the app, Mr. Lü, stated that the reason for being listed in the abnormality directory is due to remote work, with no personnel present at the registered location [1] - Yuejing (Zhengzhou) Technology Service Co., Ltd. was established on March 10, 2025, with its legal representative being Guo Mengchu, and its business scope includes technology promotion, software development, software sales, and internet information services [1] Group 2 - The "Is it dead?" app has recently gained significant popularity, and on January 13, the founder confirmed plans to adopt the global brand name Demumu [2] - The company reported explosive growth in overseas markets and aims to continue its mission of providing safety solutions globally, particularly for solitary individuals [2]
杭州银行去年净利润超190亿!理财子公司规模增近40%
Nan Fang Du Shi Bao· 2026-01-23 14:03
| 项目 | 2025 年度 (未经审计) | 2024 年度 (经审计) | 增减变动幅度(%) | | --- | --- | --- | --- | | 营业收入 | 387.99 | 383.81 | 1.09 | | 营业利润 | 212.10 | 192.59 | 10.13 | | 利润总额 | 211.89 | 192.26 | 10.21 | | 归属于上市公司股东的净利润 | 190.30 | 169.83 | 12.05 | | 归属于上市公司股东的扣除非 经常性损益的净利润 | 188.33 | 167.62 | 12.36 | | 基本每股收益(元/股) | 2.66 | 2.74 | -2.92 | | 加权平均净资产收益率(%) | 14.65 | 16.00 | 下降 1.35 个百分点 | 营收、净利润增长分化,归母净利润超190亿元 1月23日,杭州银行发布2025年度业绩快报。财务数据显示,2025年,该行实现营业收入387.99亿元, 同比增长1.09%;其中,利息净收入275.94亿元,同比增长12.83%,手续费及佣金净收入42.07亿元,同 比增长13.10%;实 ...
“死了么”App所属公司被列入经营异常名录
Nan Fang Du Shi Bao· 2026-01-23 14:03
Group 1 - The company "Yuejing (Zhengzhou) Technology Service Co., Ltd." has been listed in the operating abnormality directory by the Jinshui District Market Supervision Administration of Zhengzhou due to being unreachable at its registered address or business location [1] - The founder of the "Is it Dead?" app, Mr. Lü, stated that the reason for being listed in the abnormality directory is due to remote work, with no personnel present at the registered location [1] - The company was established on March 10, 2025, and is wholly owned by Guo Mengchu, with a business scope that includes technology promotion, software development, and internet information services [2] Group 2 - The "Is it Dead?" app has recently gained significant popularity, and the founder confirmed plans to use the global brand name "Demumu" [2] - The company reported explosive growth in overseas markets and aims to continue providing protective solutions originating from China to serve more individuals living alone globally [2]
湾财晚报 | 泰国取代日本重回出境游最热目的地;余韩被证监会罚没超10亿元;深圳一国企总经理被查
Nan Fang Du Shi Bao· 2026-01-23 13:37
Group 1: Legal and Regulatory Developments - The Shenzhen Municipal People's Procuratorate has initiated public prosecution against 80 individuals involved in illegal fundraising activities related to Dingyifeng Asset Management Co., Ltd. and its affiliates [1] - The China Securities Regulatory Commission (CSRC) has imposed penalties exceeding 1 billion yuan on Yu Han for manipulating the stock of "Doctor Glasses," with evidence showing a price increase from 13.72 yuan to 37.81 yuan, a rise of 175.58% during the manipulation period [4][5] Group 2: Consumer and Market Reactions - Multiple consumers reported forced refunds from Libai's official flagship store due to incorrect pricing, with products listed at significantly lower prices than intended, leading to customer dissatisfaction [2] - Libai acknowledged the issue as an internal operational oversight and has initiated process upgrades to prevent future occurrences, offering compensation to affected customers [2] Group 3: Industry Trends - The upcoming 2026 Spring Festival is expected to drive outbound tourism, with Thailand emerging as the most popular destination, surpassing Japan, which has seen a significant decline in flight availability [6][7]
意大利出海基地揭牌!华强北点燃低空经济国际化引擎
Nan Fang Du Shi Bao· 2026-01-23 13:37
揭牌仪式上,供应链、产业生态成为深圳、罗马双方交流的高频词。华强北的核心吸引力,源于其以市 场为牵引、以产业链为支撑的高效创新体系——从设计、选型到打样、量产,形成高度耦合的"加速通 道"。这正契合了意大利初创企业"创意多,但供应链落地缓慢"的迫切需求。 随着基地的正式启用,一种全新的"意大利设计+华强北智造"模式将成为常态:一张来自罗马的气动设 计图纸,依托华强北"一公里全产业链生态圈",团队上午即可在步行范围内完成芯片、传感器的选型采 购;下午进入打样与调试环节;次日在华强北验证原型、量产;一周出海卖往欧洲。 这种模式将过去在意大利可能需要数周甚至数月的研发周期,极限压缩至一周。这种模式,让意大利在 工业设计、工程美学方面的优势,与华强北敏捷制造、快速迭代的能力形成高度互补,共同构筑全球创 意转化为量产产品的"引擎"。 国际化街区建设赋能跨国协作,让合作零国界 在揭牌现场,意大利芬奇文化协会提到,选择将基地落户于华强北,也是因为这里无界的国际化环境。 华强北涵盖创新、商贸、服务、金融、生活、交通的"六个无界"国际化街区建设让跨国协作如同在本土 般顺畅。 这种"如鱼得水"的保障,在展厅周边的细节中触手可及。 ...
盒马硬折扣超市开进华南,东莞深圳连开3店,本地商品超四成
Nan Fang Du Shi Bao· 2026-01-23 13:37
盒马旗下平价社区超市超盒算NB正式进军华南市场。1月23日,超盒算NB东莞店正式开业,1月24日超 盒算NB还将在深圳宝安区开出两家门店。 南都N视频记者在现场看到,一斤广东菜心1块9,1.2kg猪小排26.9元,950毫升一瓶的鲜牛奶6块9,1升 装大瓶港式冻柠茶7块9,10斤装洗衣液17块8……上午10点多,位于东莞大朗镇的门店已排起长龙。 1500款商品,本地化商品超四成 据介绍,超盒算NB依托盒马沉淀10年的供应链能力,经过3年多的耕耘在江浙沪已经开出超过400家 店,是当下商业模式最成熟、规模体量最大的硬折扣超市。"超盒算"主要寓意着划算,NB即"Neighbor Business",意为"邻里商业"。 在东莞店现场,超盒算NB在600~800平方米的门店供应约1500款商品,涵盖生鲜、3R、标品、冻品分 类,覆盖了居民"开火做饭、即食即烹、休闲悦己、居家日用"四大场景的需求。 值得一提的是,华南门店引入许多当地特色,包含烧腊熟食档口、本地蔬菜和肉禽、洗护用品等,有老 广熟悉的天地壹号苹果醋、晨光牛奶、五羊牌雪糕、客家油粘米、黎记竹升面等。与此同时,超盒算 NB也带来了许多江浙沪地区的经典商品。据了 ...
专访戴盟机器人张栋:今年行业的关键,在于谁能跑通商业闭环
Nan Fang Du Shi Bao· 2026-01-23 13:26
Core Insights - The article discusses the transition of the robotics industry from a "show-off" era to a focus on practical applications, emphasizing the importance of data and tactile feedback in achieving effective robotic operations [3][12]. Group 1: Industry Trends - The year 2026 is seen as a pivotal moment for the robotics industry, marking the shift towards "physical AI" and the need for robots to operate effectively in the real world [2][5]. - The industry is moving from a competition based on model size to one focused on data assets, particularly high-quality physical interaction data [7][12]. Group 2: Company Strategy - The company aims to evolve from a hardware supplier to a builder of physical data infrastructure, exemplified by the launch of the DM-EXton2, which provides high-precision force/tactile feedback for remote operations [6][10]. - The company is focused on reducing the cost of tactile sensors to make them an industrial standard, with current prices already reaching the "thousand-yuan level" [9][11]. Group 3: Data and Technology - High-quality physical interaction data, including tactile feedback, is essential for robots to develop physical intuition and perform complex tasks [7][8]. - The company leverages China's dense industrial landscape and rapid supply chain response to gather valuable interaction data for its robots [7][11]. Group 4: Market Opportunities - The most promising commercial applications for 2026 are expected to be in industrial scenarios with clear tasks and measurable ROI, such as precision assembly and logistics operations [12][13]. - The focus will be on creating a "closed-loop" system where robots can continuously learn and optimize their performance based on real-world data [13][14].