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英特尔代工:Intel 18A制程节点已进入风险试产阶段,将于今年量产
Xin Lang Ke Ji· 2025-04-30 01:02
Intel 18A-PT是在Intel 18A-P的性能和能效进步基础上推出的另一种Intel 18A演进版本。Intel 18A-PT可 通过Foveros Direct 3D先进封装技术与顶层芯片连接,混合键合互连间距小于5微米。 此外,英特尔代工流片的首批基于16纳米制程的产品已经进入晶圆厂生产。英特尔代工也正在与主要客 户洽谈与UMC合作开发的12纳米节点及其演进版本。 新浪科技讯 4月30日上午消息,2025英特尔代工大会(Intel Foundry Direct Connect)上,英特尔分享了 多代核心制程和先进封装技术的最新进展,并宣布了新的生态系统项目和合作关系。 据悉,在制程技术方面,英特尔代工已与主要客户就Intel 14A 制程工艺展开合作,发送了Intel 14A PDK(制程工艺设计工具包)的早期版本。这些客户已经表示有意基于该节点制造测试芯片。相对于 Intel 18A所采用的PowerVia背面供电技术,Intel 14A将采用PowerDirect直接触点供电技术。 同时,Intel 18A制程节点已进入风险试产阶段(in risk production),并将于今年内实现正 ...
浪人早报 | 英伟达辟谣拆分中国业务、魅族新机被指酷似华为、iPhone 17部分机型完成工程验证…
Xin Lang Ke Ji· 2025-04-30 00:53
Group 1 - Nvidia denies rumors of splitting its business in China, stating that such claims are baseless and irresponsible [2] - Meizu's new model, Note16, has drawn comparisons to Huawei's Mate XT, with the design inspired by traditional Chinese architecture [2] - iPhone 17 series is reportedly in the critical development phase, with at least one model having completed engineering validation testing [2] Group 2 - Seres reported a 240.6% year-on-year increase in net profit for Q1 2025, with revenue reaching 19.147 billion yuan and significant growth in electric vehicle sales [5] - iQIYI's CEO highlighted a drastic decline in advertising revenue, dropping from nearly 11 billion yuan in 2018 to over 4 billion yuan last year, attributing it to market conditions [5] - Reports suggest that the partnership between Microsoft and OpenAI is under strain due to increasing disagreements on several key issues [5] Group 3 - Alibaba has open-sourced its new Qwen3 model, which is claimed to have significantly lower costs and superior performance compared to leading models [6] - Five food delivery riders have been recognized as national role models in China, marking the first time delivery workers have received such an honor [8] - In the first quarter of 2025, China accounted for 33% of the global automotive market share, with a notable increase in sales following policy stimulus [9]
硅谷观察: 老美凌晨三点排队,不是为了苹果手机,竟是为了中国毛绒玩具
Xin Lang Ke Ji· 2025-04-29 23:13
Core Insights - Labubu has become a global sensation in the toy market, driven by its unique design and effective marketing strategies by Pop Mart [2][3][4] - The blind box sales model has significantly contributed to the popularity of Labubu, appealing to consumers' desire for surprise and community engagement [23][25] Group 1: Market Performance - Pop Mart's global revenue reached RMB 13.04 billion in the previous year, a 107% increase year-on-year, with overseas revenue growing by 375.2% to RMB 5.07 billion [13] - Labubu's product line contributed over RMB 3 billion to Pop Mart's revenue, marking a 726% year-on-year growth [13] - The U.S. market is showing rapid growth, with sales in the first quarter of this year exceeding the total revenue of the previous year [15] Group 2: Consumer Behavior - Consumers in the U.S. are willing to queue for hours to purchase Labubu toys, reflecting a strong demand for limited edition releases [5][8] - The blind box sales strategy creates a sense of excitement and community among consumers, enhancing the overall shopping experience [25][27] - Social media plays a crucial role in promoting Labubu, with influencers and celebrities showcasing the toys, further driving consumer interest [20][22] Group 3: Marketing Strategy - Pop Mart's marketing strategy includes limited-time offers and exclusive releases, which heighten consumer anticipation and engagement [9] - The blind box model, which combines elements of surprise and chance, has proven to be highly effective in attracting a younger demographic [23][25] - The unique design of Labubu, created by artist Kasing Lung, resonates with consumers' preferences for quirky and collectible items [18][20]
迪哲医药2024年财报:全年营收3.6亿元,同比增长294%
Xin Lang Ke Ji· 2025-04-29 10:54
Core Insights - Dize Pharmaceutical reported a significant increase in revenue for 2024, achieving 360 million yuan, a 294% year-on-year growth, and for Q1 2025, revenue reached 160 million yuan, marking a 96% increase [1] - The company made breakthroughs in commercialization and innovative R&D, with its core products, Shuwotini tablets and Golixitini capsules, included in the new national medical insurance catalog, leading to substantial sales growth [1] - The new drug application for Shuwotini has been accepted by the FDA for priority review, indicating the potential for global market entry [1] Financial Performance - In 2024, the net loss attributable to shareholders was approximately 850 million yuan, a 24% reduction year-on-year, while Q1 2025 saw a net loss of about 190 million yuan, a 14% decrease [1] - The sales expense ratio for Q1 2025 was 77%, significantly down from 124% for the entire year of 2024, reflecting improved operational efficiency [1] Strategic Outlook - The CEO emphasized the company's commitment to maximizing the commercial potential of its products and enhancing shareholder returns through efficient operations [2] - The company plans to optimize R&D resource allocation and accelerate clinical development of its product pipeline to provide safer and more effective treatment options for patients [2]
中国电信柯瑞文:智算规模的爆发式增长对能源供给带来挑战,必须加快AI节能等绿色技术的创新与应用
Xin Lang Ke Ji· 2025-04-29 08:53
Core Insights - The construction of a digital China is at a critical juncture, transitioning from digitization to intelligence, which will open a new chapter in development [3] - Artificial intelligence (AI) applications are becoming a crucial engine for accelerating the construction of digital China, with 2023 being recognized as the year of large-scale AI application [3] - The focus of AI application has shifted from computing power and algorithms to data quality, which is essential for high-quality applications [3] Group 1 - AI applications are significantly driven by new open-source technologies like DeepSeek, which lower the barriers for computing power and algorithms, thus promoting the widespread adoption of large models [3] - China Telecom has launched the world's first intelligent computing super node in Shaoguan, Guangdong, marking a significant leap in both the quality and quantity of intelligent computing supply [3] - The explosive growth of intelligent computing poses challenges to energy supply, necessitating innovations in energy-saving technologies and the integration of computing power with energy and communication [3] Group 2 - The importance of security in high-quality development is increasingly highlighted in the AI era, with China Telecom establishing a comprehensive protection system from infrastructure to data, content, algorithms, and applications [4] - Building an open and win-win cooperation framework is essential for advancing the construction of digital China, requiring extensive collaboration across various industries and fields [4] - China Telecom emphasizes the principles of openness, sharing, and cooperative win-win, enhancing collaboration in technology, cloud networks, data, and scenarios with partners and customers [4]
全国劳动模范和先进工作者名单公布,海尔董事局主席周云杰获“劳模”称号
Xin Lang Ke Ji· 2025-04-29 03:55
新浪科技讯 4月29日上午消息,中共中央、国务院日前发布关于表彰全国劳动模范和先进工作者的决 定,其中1670人获授全国劳动模范称号,756人获授全国先进工作者称号。新浪科技发现,海尔集团公 司党委书记、董事局主席、首席执行官周云杰当选全国劳动模范,成为山东省被表彰对象。 中国式现代化进程中,涌现出一大批敬业奉献、锐意进取、忘我拼搏、敢为人先的先进模范人物。他们 是千千万万奋斗在各行各业劳动群众中的杰出代表,以自身的模范行动和崇高品格,生动诠释了劳模精 神、劳动精神、工匠精神的时代内涵,充分展现了新时代我国工人阶级和广大劳动群众的崭新风采。 党中央号召,全党全国各族人民要以全国劳动模范和先进工作者为榜样,自觉践行社会主义核心价值 观,大力弘扬劳模精神、劳动精神、工匠精神,把自身前途命运同国家和民族前途命运紧紧联系在一 起,爱岗敬业、创新创造,坚定信心、奋发有为,为以中国式现代化全面推进强国建设、民族复兴伟业 而不懈奋斗。(文猛) 责任编辑:郝欣煜 周云杰于1966年11月出生于山东莱州,系第十二至十四届全国人大代表,海尔集团党委书记、董事局主 席、首席执行官 。1988年7月,周云杰毕业于华中科技大学,之后加 ...
百图生科发布AI生命科学基础大模型驱动的生成式发现系统
Xin Lang Ke Ji· 2025-04-29 03:40
据悉,作为生命科学领域首个专属深度探索助手,"发现助手"通过智能交互理解需求,自动执行多维度 信息检索与分析,最终生成结构化深度报告。 新浪科技讯 4月29日上午消息,近日,在百图生科举办的AI生命科学基础大模型驱动的生成式发现系统 发布会上,发布了全球首个AI生命科学基础大模型驱动的生成式发现系统,首次全景展现AI生命科学 基础大模型驱动的全链路创新体系。 据介绍,百图生科于2024年10月发布全模态生物大模型xTrimo V3,以2100亿参数量刷新全球最大规模 的生命科学AI基础模型纪录。为协助客户和合作方最高效的利用最前沿大模型、实现业务流程一体化 与效率提升,依托2100亿参数xTrimo多模态大模型,百图生科构建覆盖信息搜集-生物洞察-智能实验的 全流程AI发现平台,助力生命科学企业实现研发效率提升、加速业务闭环。 百图生科总裁邓永富表示,"经过近五年发展,公司已成长为全球生命科学基础大模型的领跑者。目 前,公司已服务全球500多家机构客户,包括49所QS世界百强大学和赛诺菲等多家跨国药企,潜在订单 总额达20亿美元。" 百图生科技术副总裁张晓明介绍,生命科学生成式发现系统的核心是"发现助手",并 ...
鸣鸣很忙赴港IPO:2024年GMV达555亿元 门店数14394家
Xin Lang Ke Ji· 2025-04-29 01:29
Core Insights - Hunan Mingming Hen Mang Commercial Chain Co., Ltd. has officially submitted its IPO application to the Hong Kong Stock Exchange, marking a significant step for the company [1] - Mingming Hen Mang is recognized as the largest leisure food and beverage retail chain in China by GMV for 2024, and the fourth largest food and beverage retail chain in the country [1] Financial Performance - Revenue for Mingming Hen Mang was reported at 4.286 billion RMB in 2022, 10.295 billion RMB in 2023, and is projected to reach 39.344 billion RMB in 2024 [1] - Adjusted net profits were 81 million RMB in 2022, 235 million RMB in 2023, and are expected to be 913 million RMB in 2024 [1] Business Model and Growth - In 2024, 99.5% of the company's revenue will come from sales to franchise and direct stores, with franchise fees and service income accounting for less than 0.5% [1] - The number of franchisees increased from 994 in 2022 to 3,377 in 2023, and is projected to reach 7,241 in 2024 [1] Market Presence - The company is expected to achieve a GMV of 55.5 billion RMB in 2024, with over 1.6 billion transactions and a total membership of 120 million, of which 103 million are active buyers [2] - As of December 31, 2024, Mingming Hen Mang will operate 14,394 stores across 28 provinces and all tiered cities in China, with approximately 58% located in county and town areas [2] Profitability Metrics - The gross margin for Mingming Hen Mang has remained stable between 7.5% and 7.6% from 2022 to 2024, while the net profit margin has improved from 1.7% to 2.1% [2] - The adjusted net profit margin is expected to maintain a level around 2.3% [2] Future Plans - The company plans to use the proceeds from the IPO primarily for store expansion and upgrades, supply chain optimization, and digitalization efforts to enhance market penetration and meet diverse consumer demands [2]
值得买科技发布2024年报:营收15.18亿元,同比增长4.55%
Xin Lang Ke Ji· 2025-04-29 01:26
Core Insights - Worth Buying Technology (300785.SZ) reported a revenue of 1.518 billion yuan for 2024, representing a year-on-year growth of 4.55% [1] - The net profit attributable to shareholders was 75.2405 million yuan, with a net profit of 71.8227 million yuan after deducting non-recurring gains and losses, showing a growth of 13.93% [1] - The company invested 182 million yuan in R&D, a 10.52% increase from 2023, accounting for 11.96% of total revenue [1] Financial Performance - The cash dividend for 2024 was 29.8283 million yuan, which is 39.64% of the net profit attributable to shareholders [1] - Cumulatively, the company has distributed nearly 215 million yuan in dividends since its listing [1] AI Strategy Implementation - 2024 marks the first year of the comprehensive AI strategy, with an AI product matrix consisting of "1 large model, 2 databases, 3 engines, and 4 application types" [1] - The AI shopping assistant "Xiao Zhi" was launched in February 2024, with service volume increasing by 40.1% during the "Double 11" shopping festival compared to the "618" period [1] Future Plans - In 2025, the company will focus on "AI-centric" and "comprehensive efficiency enhancement" strategies to deepen the integration of AI technology with business operations [2] - Plans include optimizing and expanding product and content databases, creating a "general AI capability platform" based on AIGC, AIUC, and AGENT engines [2] - The company aims to launch an independent intelligent product (Smart Shopping Partner) that integrates large models and intelligent agent technology for consumer decision-making [2] - The internationalization strategy will be accelerated with AI support, expanding the "Worth Buying" model to more countries following the establishment in Thailand [2]
销量暴跌近30%!上汽转身拥抱华为,“亲儿子”智己尴尬吗?|次世代车研所
Xin Lang Ke Ji· 2025-04-29 00:06
文 | 新浪科技 张俊 "上汽All in尚界!"。 2025上海车展期间,上汽集团总裁贾健旭的一番表态,让上汽"亲儿子"智己汽车陷入了尴尬境地——就 在数日前的全新智己L6的预售发布会上 ,智己汽车联席CEO刘涛刚刚强调,"智己汽车是上汽集团的一 号工程和唯一高端品牌。" 上汽选择与华为合作"尚界"的背后,可能还是"亲儿子"不太争气。 2024年,上汽销量暴跌20%,预计2024年净利润也将暴跌87%到90%。而今年3月,"一号工程"智己汽车 销量仅为3100辆,一季度销量同比暴跌29.66%。 此前,上汽的另一个"亲儿子"飞凡汽车,已经因为销量惨淡被整合进荣威。难道,智己也难逃这个命 运? 上汽All in尚界,智己怎么办? 日前,华为与上汽联合打造的"尚界"品牌正式亮相,成为继问界、智界、享界、尊界之后的鸿蒙智行第 五界。 根据华为常务董事、终端BG董事长余承东透露的消息,尚界将会是一个风格至上的品牌,搭载华为智 慧出行解决方案,并采用鸿蒙智行最严格的质量管理标准来对车辆进行管控,首款车型将于今年秋天正 式上市。 上汽对尚界也是寄予厚望,上汽集团总裁贾健旭公开表示,尚界首期投入60亿元,尚界专属团队达5 ...