Cai Fu Zai Xian
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美图旗下高品质AI素材生成器WHEE入选AI APP苹果端下载前十榜单
Cai Fu Zai Xian· 2025-04-10 09:53
Core Insights - The report highlights the top AI apps in the Chinese mainland market for March 2025, with WHEE, developed by Meitu, showing significant growth in downloads [1][3] - WHEE achieved a remarkable 132.0% month-on-month growth, making it the fastest-growing app in the ranking [1][2] Download Rankings - The top five AI apps in the Chinese mainland market for March 2025 are DeepSeek, 即梦AI, 豆包, 夸克, and 腾讯元宝, collectively accounting for 66% of the total downloads [2] - The estimated total downloads for AI apps in the Chinese mainland on the Apple App Store reached 40.2 million in March 2025 [2] WHEE's Performance - WHEE has become the number one app in its category on the domestic App Store, appealing to younger users with its AI material generation capabilities [3] - The app has undergone two upgrades this year, enhancing its functionality and user experience by integrating advanced technologies [3]
港股强势反攻!国产替代浪潮正在崛起
Cai Fu Zai Xian· 2025-04-10 09:33
迈富时对标海外SaaS巨头Salesforce和Hubspot,通过AI化、差异化和本地化战略,逐渐在全球市场站稳 脚跟。此次贸易摩擦或将使得海外软件的使用成本大幅上升,Salesforce与Hubspot在国内的竞争风险降 低,为国产软件替代创造了重要契机。 4月9日-10日,AI软件应用、半导体等国产替代方向爆发延续。对于美国滥施关税,多家券商机构认 为,将利好国产替代进程加速,国产化率有望进一步提升。 当前,政策明确以"扩内需"为核心,像特别国债的发行、消费刺激政策的推出等,力度远超2018年中美 贸易战,为市场稳定提供了坚实保障。 此外,在产业发展方面,经过多年的积累与投入,我国新能源、半导体、人工智能等战略性新兴产业领 域取得了巨大进步,全球份额不断提升,国产替代进程也在加速推进。 港股国产替代龙头股: 1.半导体:中芯国际(00981.HK) 消息面上,关税政策影响下,业内人士预计成熟制程半导体国产化进程有望加速。信达证券认为,近年 来我国半导体产业链自主能力已逐步提升,对美国产品的依存度逐年下降。此次关税政策或进一步推动 半导体自主可控。 此外,摩根士丹利发表研报指,受AI大模型DeepSeek ...
抖音协助警方劝阻一起诈骗案,帮被害人挽回损失31万
Cai Fu Zai Xian· 2025-04-10 09:11
抖音提醒广大用户,抖音客服绝不会给用户打电话称"某项服务/会员即将自动扣费",也不会要求用户 下载其他软件协助关闭会员,更不会要求用户"共享屏幕",以上情形都是诈骗。如遇可疑电话和信息, 用户可以拨打抖音官方服务热线95152进行核实,或在抖音App搜索"验证助手",输入电话号码、短信 内容、网址等验证是否来自抖音官方。 民警接到线索后,第一时间拨打了用户电话,但无人接听。民警赶到用户住处时,用户正在使用一款远 程控制软件,已无法自己操作断开网络,也无法关机。民警一边协助用户拔出手机卡断网,一边联系当 | 16:25 | | | ::!! 5G 63 | 16:25 | | ::!! 5G 63 | | --- | --- | --- | --- | --- | --- | --- | | く 客服中心 | Q 封禁处罚 | | | < | | 线索反馈 | | Hi~ 很高兴为你服务 | | | | 官方信息验证助手 官方信息 抖音守护 | | | | 处罚 | 订单 | | 全部 > | 验证是否属于官方 | | | | 重置名字 | | | | 短信 电话 网址 | 邮箱 账号 | 活动 | | 已结束 ...
欧菲光2024年实现营业收入204.37亿元,归母净利5838.18万元
Cai Fu Zai Xian· 2025-04-10 09:06
Core Insights - The company reported a revenue of 20.437 billion yuan for the year 2024, representing a year-on-year growth of 21.19%, with a net profit attributable to shareholders of 58.38 million yuan [1] - The growth is attributed to the company's continuous investment in core business and technological innovation [1] Financial Performance - Revenue for 2024 reached 20.437 billion yuan, up 21.19% year-on-year [1] - Net profit attributable to shareholders was 58.38 million yuan [1] - R&D investment for 2024 was 1.591 billion yuan, an increase of 10.08%, accounting for 7.79% of total revenue [1] R&D and Technological Development - The company expanded its R&D team to 2,263 personnel, a growth of 9.91% compared to the previous year [1] - Focus areas include optical, microelectronics, and algorithm technologies, with applications in smartphones, smart cars, and emerging fields [1] Future Strategy - The company plans to rebuild its research institute system by 2025, integrating internal and external expert resources to form a technical "think tank" [1] - Aiming to provide interdisciplinary one-stop solutions based on customer needs, enhancing product competitiveness and deepening collaboration with end brands [1] Operational Strategy - The year 2025 is designated as the "Year of Operations," focusing on maintaining profit margins while promoting refined management and standardized operations [2] - The company will leverage its vertically integrated supply chain to strengthen technology-driven business growth [2] - Plans include deepening optical module technology in smartphones and exploring AIoT and metaverse opportunities [2] Sustainable Growth Model - The company is building a sustainable growth model through dual efforts in technological investment and industrial collaboration [2] - Future strategies will center on technological innovation as the core engine, expanding application scenarios, and achieving breakthroughs across multiple fields [2]
赋智向新 恒生活携手德洋恩普共拓智能零售新蓝海
Cai Fu Zai Xian· 2025-04-10 08:27
恒生活与德洋恩普签署战略合作协议 数智赋能,万物互联。在智能零售行业飞速发展的背后,离不开传感器、视觉识别、智能锁控系统等领 域所取得的科技突破及深度融合。作为智能硬件物联网时代电商服务平台,恒生活近日与智能锁控科技 领先企业东莞市德洋恩普电子科技有限公司(简称:德洋恩普)签署战略合作协议,双方将整合市场拓展 与技术创新的优势,共拓智能零售蓝海。这也是继刚刚牵手专注AIoT视觉识别技术的矩视科技后,恒 生活再次在智能硬件全产业链发力布局。 科技赋能引领变革 新消费点燃"新引擎" 随着中国经济的持续增长及居民可支配收入的提升,消费者的消费习惯和需求正发生显著变化。在技术 与政策双重加持下,智能零售为消费者带来便捷、高效和个性化购物体验的同时,也为自动售货机行业 提供了广阔的市场空间。中研产业研究院数据显示,截至2024年中国无人售货机市场交易规模再次强势 突破,市场规模从2022年289亿元突破至1000亿元,发展势头强劲。 政策方面,提振消费的产业政策利好频出。2025年《政府工作报告》提出,"要大力提振消费、提高投 资效益、全方位扩大国内需求"。在国务院近期密集发布的《提振消费专项行动方案》一系列政策中, ...
中美关税战再升级!税率博弈下的中国智能家居该如何破局?
Cai Fu Zai Xian· 2025-04-10 07:03
近日,中美贸易摩擦呈现阶梯式升级态势,引发全球市场剧烈震荡。4月2日,美国政府宣布对所有贸易 伙伴实施10%最低基准关税,并对中国商品额外加征34%关税。作为反制,中国商务部宣布自4月10日 起对原产于美国的所有进口商品加征34%关税。4月7日,特朗普进一步表示将于4月9日起对中国商品追 加50%惩罚性关税,最终形成累计104%的复合关税壁垒。4月9日,国务院关税税则委员会发布公告, 自4月10日12时01分起,调整《国务院关税税则委员会关于对原产于美国的进口商品加征关税的公告》 (税委会公告2025年第4号)规定的加征关税税率,原产于美国的所有进口商品的加征关税税率由34%提高 至84%。 在这场关税风暴中,中国智能家居产业站在了转型的十字路口,既面临严峻挑战,也孕育着战略机遇。 一方面,高关税壁垒确实在短期内造成出口成本骤增、利润空间被大幅压缩等短期阵痛;另一方面,从 长远来看,这场危机正在成为行业转型升级的催化剂,通过倒逼机制推动企业加速向技术自主创新发展 模式转变,为产业实现从规模扩张到质量提升的深层次变革提供了历史性机遇。以往的关税壁垒经验也 证明了真正的产业竞争力从来不是建立在关税壁垒之上,唯有通 ...
宇环数控2024年营收创历史新高 布局高端制造再提速
Cai Fu Zai Xian· 2025-04-10 03:36
Core Viewpoint - Yuhuan CNC achieved a record high annual revenue of 472.54 million yuan in 2024, reflecting strong operational capabilities and growth momentum despite a challenging external environment [1] Group 1: Financial Performance - The company reported a year-on-year revenue growth of 12.41% [1] - A cash dividend of 0.80 yuan per 10 shares will be distributed to shareholders, enhancing investor confidence [1] Group 2: Product and Market Development - Yuhuan CNC is expanding its product matrix and optimizing its business layout by focusing on high-end CNC grinding machines and tapping into the market opportunities presented by the transformation of China's manufacturing industry [2] - The company acquired Southern Machine Tool, adding CNC lathe products to its portfolio, which enhances horizontal product line expansion and vertical market synergy [2] - Revenue from the consumer electronics sector reached 203 million yuan, while revenue from the automotive parts sector grew by 131.52% to 91.46 million yuan [2] - The energy and power sector contributed 92.13 million yuan, marking a 910.20% increase, and revenue from intelligent equipment series products grew by 186.50% to 106 million yuan [2] Group 3: Strategic Positioning - Yuhuan CNC is strategically positioning itself to replace imports in high-end vertical grinding machines, particularly in aerospace and bearing sectors, which has led to increased orders and enhanced market competitiveness [3] - The company’s balanced development across various business segments improves its ability to respond to cyclical fluctuations in downstream industries [3] Group 4: Research and Development - The company invested 49.46 million yuan in R&D, accounting for 10.47% of its revenue, with a year-on-year increase of 19.43% [4] - Yuhuan CNC focuses on overcoming key challenges in the CNC machine tool industry by developing critical components and equipment for downstream clients [4] - Six new products passed provincial-level certification, with four achieving international advanced technology levels [4] Group 5: Future Outlook - The company aims to continue focusing on high-end CNC grinding machines and expand into new markets, including India, Malaysia, and Indonesia, to enhance international competitiveness and brand reputation [6] - Yuhuan CNC plans to establish a leading R&D platform for CNC grinding machines in Changsha, improving technology transfer efficiency and market responsiveness [6] - The company will maintain its commitment to high-quality development by responding to technological demands from emerging sectors such as new energy vehicles, aerospace, and semiconductors [5]
金价再现新突破!领峰贵金属助您把握未来黄金投资机遇
Cai Fu Zai Xian· 2025-04-09 10:09
当前国际金价频频创下新高,强势突破3100美元大关,受到了全球投资者的热切关注。在这波火热行情 中,如何更准确地把握投资良机成为众多投资者心中的疑问。作为业内领先的黄金投资平台,领峰贵金 属以其专业、可靠的品牌形象,成为众多投资者信赖的首选。下面,我们就从多个角度探讨这一黄金牛 市中,投资者如何借助领峰贵金属(igoldtg.top/mKzw6b)的平台优势,实现财富的稳健增值。 一、国际金市走高的背景解析 近期,由于全球地缘局势紧张、美国关税政策担忧以及通胀压力持续上升,金价不断攀升。现突破3100 美元的关口,不仅彰显出黄金作为避险资产的独特魅力,也成为投资者重新审视资产配置的重要契机。 面对如此大环境,投资者更需要依托专业平台,及时掌握市场动态,制定合适的投资策略。 二、领峰贵金属:专业服务助力投资者 作为国内知名的贵金属投资平台,领峰贵金属凭借多年丰富的市场经验和专业能力,为投资者提供全方 位的黄金投资服务。十余年来,平台致力通过先进的数据分析系统、实时资讯更新及专家团队的行情实 时追踪,帮助投资者把准市场脉搏,捕捉黄金市场的投资良机。对于追求高品质服务的投资者来说,领 峰贵金属不仅是信息获取的重要窗 ...
关税博弈下的黄金机遇,领峰贵金属助力黄金投资者稳中求胜
Cai Fu Zai Xian· 2025-04-09 09:13
领峰贵金属拥有完善的技术支持,采用先进的交易系统,确保订单执行快速稳定。无论市场行情如何波 动,投资者都能享受顺畅的交易体验。 2.黄金白银投资产品 除了黄金,领峰贵金属还提供白银投资产品,满足不同投资者的需求。无论是短线交易者还是长期投资 者,都能找到合适的交易策略。 近段时间,美国总统的关税政策对全球经济格局产生了深远影响。尤其是对亚洲、欧盟等主要经济体的 高额关税,使国际贸易局势紧张,市场避险情绪高涨。在这种背景下,黄金作为传统避险资产,其价格 走势与投资价值备受关注。而在黄金投资领域,领峰贵金属凭借专业服务、强大风控体系及优质交易环 境,为投资者提供了极具竞争力的投资平台。 特朗普关税政策如何影响黄金市场? 关税政策以"美国优先"为核心,试图通过增加进口关税来保护本国企业,促进国内制造业发展。然而, 此举不仅未能有效提升美国经济竞争力,反而引发了全球贸易摩擦,导致市场不确定性加剧。在这样的 情况下,投资者往往会寻求安全资产,而黄金作为避险工具,其价格呈现上涨趋势。例如,在2018年至 2019年间,由于全球贸易战不断升级,黄金价格一度从1200美元左右上涨至1500美元以上,这充分体现 了避险需求的推 ...
信用立身 恒昌众鼎融资租赁跃居首批2025年北京市信用承诺企业
Cai Fu Zai Xian· 2025-04-09 08:34
人无信不立,业无信不兴。3月15日,北京市租赁行业协会正式公布首批"2025年北京市信用承诺企 业"名单。恒昌众鼎融资租赁有限公司(以下简称:恒昌众鼎融资租赁)与北京中车信融融资租赁有限公 司、首汽租赁有限责任公司、中建投租赁股份有限公司、梅赛德斯-奔驰租赁有限公司等24家业内知名 企业跃居榜单。 恒昌众鼎融资租赁跃居首批"2025年北京市信用承诺企业"名单 引领行业发展、优化资源配置、增强社会信任,为政府加强信用监管和提升公信力建设提供有力支持。 创新+:三位一体提升服务体验 当前,我国社会信用体系建设正迎来前所未有的发展机遇期。党的二十大报告明确了社会信用是市场经 济基础制度;党的二十届三中全会强化了社会信用在进一步全面深化改革过程中的重要作用;《意见》 也提出"大力培育信用服务市场,推进信用融资和信用交易。鼓励信用服务机构依法依规采集商业合同 履约信息,支持有序推广赊销、分期付款、融资租赁等信用销售模式。"将为推动解决融资难融资贵问 题、提振个人消费、推动高标准市场体系建设,贡献重要的信用力量。 恒昌众鼎融资租赁紧抓互联网发展机遇,扎根国内汽车融资租赁市场,将互联网创新思维与汽车融资租 赁业务有效结合, ...