文 | 品牌工厂BrandsFactory 2025年8月23日，京东旗下跨境电商平台Ochama在欧洲正式停止运营，相关用户数据自8月15日起已启 动迁移。 此次关停并非彻底退出，官方称这是以"品牌升级"的方式并入京东另一跨境品牌Joybuy，完成业务整 合。 品牌工厂了解到，从8月份开始，就有很多卖家咨询如何入驻Joybuy，最近，也有不少非核心市场的用 户在小红书吐槽，自己所在的区域已经不能使用Ochama了。 有观点指出，单从Ochama并入Joybuy这一动作来看，虽然收缩了"战线"，但京东的海外业务方向更明 确，负担更轻，反而增加了其在这场漫长"欧陆商战"中存活下来并找到自己生态位的可能性。 作为京东欧洲全品类在线零售品牌，现在的Joybuy也是经过了多次战略试错与模式迭代，两次关停又 重启，最终确立了以全自营和供应链能力为核心优势的全新出海路径。 根据公告，原Ochama用户可通过账户迁移流程继续使用Joybuy的服务。不过，此次整合也伴随着市场 范围的收缩——Joybuy将仅面向英国、法国、德国、荷兰、比利时和卢森堡六个国家提供服务，而此前 Ochama所覆盖的意大利、西班牙、葡萄牙等其他19 ...

Core Insights - Switzerland has ranked first in the global innovation index for 13 consecutive years since 2011, making it a significant source of innovation and a strategic partner for China in innovation development and technology finance [2] - Qnami, a Swiss engineering technology company founded in 2017, specializes in developing nanoscale quantum imaging probes made from synthetic diamonds, utilizing quantum sensing technology to obtain nanoscale morphological and magnetic field signals [3][4] Company Overview - Qnami was co-founded by four scientists, including Patrick Maletinsky, the Chief Scientist, who has a PhD from ETH Zurich and has held postdoctoral positions at Harvard University and Basel University [3][4] - The company has developed a complete measurement system that includes imaging probes, magnetometers, and analysis software, primarily targeting applications in nanotechnology, life sciences, and earth sciences [8][9] Technology and Applications - The quantum imaging probes developed by Qnami can measure previously unmeasurable materials by controlling and measuring the states of individual electrons, providing high-precision imaging at the nanoscale [8][9] - The NV (Nitrogen-Vacancy) centers in diamonds are utilized for measuring magnetic fields, with applications in quantum computing, spintronics, and materials science [8][9][10] - Qnami's system can be applied in various fields, including materials research, electromagnetic studies, and dynamics, with specific applications in multiferroic materials and semiconductor device manufacturing [10] Funding and Future Plans - In May 2021, Qnami completed a Series A funding round of 4 million Swiss Francs, led by Runa Capital and SIT Capital, with plans to use the funds for technology development and equipment production [10] - The company aims to expand its product applications in quantum computing, scientific research, and semiconductor industries [10]

Group 1 - The core viewpoint of the article highlights the launch of MediaTek's Dimensity 9500 flagship 5G AI chip, which features significant improvements in performance and efficiency compared to its predecessor, set to be adopted in smartphones in Q4 2023 [2][3] - MediaTek has established itself as a leading IC design company, ranking among the top five globally, with a market share of smartphone SoCs for five consecutive years [2] - The Dimensity 9500 chip utilizes a new PC-level architecture ARM V9.3, achieving a 32% increase in single-core performance and a 17% increase in multi-core performance compared to the previous generation [3] Group 2 - The Dimensity 9500 features a new flagship GPU G1-Ultra, which boasts a 33% increase in peak performance and a 42% reduction in power consumption compared to its predecessor [4] - The chip integrates advanced AI capabilities, with a dual NPU that enhances performance by 111% while reducing power consumption by 56%, supporting 4K high-definition image generation [4][5] - MediaTek aims to surpass Apple in video recording capabilities with the Dimensity 9500, which supports 4K 60fps portrait video recording and advanced stabilization algorithms [5]

Core Insights - The emergence of AI Agents marks a significant shift in AI technology from "perception and understanding" to "decision-making and action" [1] - Major tech companies, including OpenAI, Alibaba, Tencent, and ByteDance, are rapidly developing their own AI Agent platforms, indicating a technological revolution characterized by "autonomous intelligence" [1] - By 2025, AI Agents are expected to transition from concept validation to large-scale implementation across various sectors such as finance, telecommunications, and healthcare, showcasing disruptive potential [1] Definition and Background - AI Agents are defined as AI systems capable of environmental perception, autonomous decision-making, and action execution, comprising four key abilities: perception, planning, action/tool use, and memory [2][39] - The development of AI Agents has evolved through traditional architectures before 2017 to modern paradigms post-Transformer architecture, with large language models (LLMs) providing the necessary cognitive capabilities [2][42] Current Applications and Market Insights - The enterprise-level AI Agent market is projected to reach approximately 23.2 billion yuan by 2025, with a compound annual growth rate of 120% from 2023 to 2027, potentially reaching 65.5 billion yuan by 2027 [14] - AI Agents are currently most effectively utilized in intelligent customer service, which has a penetration rate exceeding 70%, followed by data analysis at 60% [16][19] Performance Comparison - A comparative analysis shows that domestic AI Agents have narrowed the performance gap with international counterparts, particularly in task adaptability and resource efficiency, while international products maintain advantages in generalization capabilities [10][11] Commercialization Models - Global AI Agent commercialization is characterized by a tiered structure in the B2B sector, with domestic companies embedding AI Agents into super apps and enterprise platforms, while international firms focus on independent SaaS ecosystems [26][27] Future Trends - The relationship between AI and humans is expected to evolve from "AI as a helper" to "AI as an autonomous service provider," fundamentally reshaping work patterns and service models [12][28] - AI Agents are anticipated to disrupt traditional search engines, potentially becoming the new primary entry point for internet traffic by 2025 [13][29]

【产业互联网周报将整合本周最重要的企业级服务、云计算、大数据领域的前沿趋势、重磅政策及行研报告。】 国内资讯 中山医院联手华为等发布"元医疗模拟实验室" 在9月15日举行的中山医院"国家人工智能应用中试基地"推进会上，中山医院"元医疗模拟实验室"正式揭牌，将开展人工智能医疗应用的测试"终端"与现场 验证等。华为、联影智能、迈瑞医疗、仪电鑫森等参与成果发布。 钉钉首款AI硬件DingTalk A1正式开售 钉钉首款AI硬件DingTalk A1旗舰版今日正式在天猫钉钉官方旗舰店开售。DingTalk A1是一款轻薄AI录音卡片，与钉钉最新发布的AI听记结合，能够帮助用 户高效记录、转写、翻译、总结和分析语音沟通内容，主要面向销售、人事、客服、律师、医生、教师等岗位和职业，能够帮助用户把沟通语音转化为经过 整理提炼的线上知识，在钉钉上分享、协作，同时这些工作过程数据会沉淀为高质量。 亚马逊云科技否认大中华区裁员 有消息称亚马逊云科技（AWS）大中华区计划裁员，或涉及超20%的员工。对此，亚马逊云科技发言人表示，报道严重失实，亚马逊云科技持续在中国积极 招聘人才。 海信集团与飞书正式签署合作协议 海信集团（以下简称 ...

中山医院联手华为等发布"元医疗模拟实验室" 亚马逊云科技否认大中华区裁员 有消息称亚马逊云科技（AWS）大中华区计划裁员，或涉及超20%的员工。对此，亚马逊云科技发言人 表示，报道严重失实，亚马逊云科技持续在中国积极招聘人才。 在9月15日举行的中山医院"国家人工智能应用中试基地"推进会上，中山医院"元医疗模拟实验室"正式 揭牌，将开展人工智能医疗应用的测试"终端"与现场验证等。华为、联影智能、迈瑞医疗、仪电鑫森等 参与成果发布。 钉钉首款AI硬件DingTalk A1正式开售 钉钉首款AI硬件DingTalk A1旗舰版今日正式在天猫钉钉官方旗舰店开售。DingTalk A1是一款轻薄AI录 音卡片，与钉钉最新发布的AI听记结合，能够帮助用户高效记录、转写、翻译、总结和分析语音沟通 内容，主要面向销售、人事、客服、律师、医生、教师等岗位和职业，能够帮助用户把沟通语音转化为 经过整理提炼的线上知识，在钉钉上分享、协作，同时这些工作过程数据会沉淀为高质量。 【产业互联网周报将整合本周最重要的企业级服务、云计算、大数据领域的前沿趋势、重磅政策及行研 报告。】 国内资讯 Kimi K2官方高速版API开启限时5折特 ...

卷模型，卷应用，是当下中国内地AI的发展现状。而如果将视角放到海峡对岸的香港，AI发展图景是 否会有所不同？ DELF 2025 现场 借着2025 数码娱乐领袖论坛契机，笔者深度观察了四家正在香港积极应用AI的企业，与几位高管深度 聊了聊他们眼中的AI，并解锁了与大陆"卷AI"气质不同的几个温情时刻。他们分别是Fizz Dragon创始人 兼CEO陈卓、恺英网络股份有限公司创新业务总经理王伊千、大南玩具实业有限公司总裁朱健豪、 Lenovo亚太区方案服务业务部AI解决方案高级经理明子丰。值得一提的是这四家公司分属于不同行 业： Fizz Dragon，是一家AI电影工作室，在AIGC爆火全球的档口，他们大胆尝试让AI参与到电 影制作的全流程，20位电影发烧友耗时13个月，完成了全球首部AI生成长篇电影《海上女 王郑一嫂》； 恺英网络，570亿市值的深交所上市公司，总部在上海。目前跟AI结合的创新 业务包括AI情感伴侣产品Eve，旗下AI垂类游戏大模型平台支持游戏爱好者和设计师通过迭 代投喂优化游戏效果； 大南玩具，创三代接班，年营收超过10亿，以美国市场为主，地面 渠道优势显著，合作大型商超及零售渠道包括沃 ...

Core Viewpoint - The recent share transfer from the actual controller of Huichuan Technology, Zhu Xingming, to his daughter Zhu Hanyue marks the completion of a four-year equity gift agreement, with a total value of approximately 14.53 billion yuan [1][5][6]. Financial Performance - In the first half of the year, Huichuan Technology reported revenue of 20.509 billion yuan, a year-on-year increase of 26.73%, and a net profit attributable to shareholders of 2.968 billion yuan, up 40.15% year-on-year [1][8]. - The company's smart elevator electrical segment saw a revenue decline of 1.05% year-on-year, with a gross margin decrease of 1.94 percentage points [1][9]. Share Transfer Details - Zhu Xingming transferred a total of 9.6021 million shares to Zhu Hanyue at an average price of 80.14 yuan per share, valued at approximately 770 million yuan [1][5]. - Prior to this transfer, Zhu Xingming had already transferred 11 million shares to his daughter in December 2022, valued at about 683 million yuan, bringing the total value of shares transferred to approximately 14.53 billion yuan [1][5][6]. Ownership Structure - After the recent share transfer, Zhu Xingming holds 34.9903 million shares, representing 1.3% of the total share capital, while Zhu Hanyue holds 20.6021 million shares, or 0.76% [3][5]. - The share transfer does not affect Zhu Xingming's control over the company, as the voting rights of the shares received by Zhu Hanyue will be unconditionally entrusted to him [7][8]. Market Context - The overall economic environment remains stable, with a GDP growth of 5.3% year-on-year, and the manufacturing sector showing signs of recovery [8]. - Huichuan Technology's main business segments include general automation, new energy vehicles, smart elevators, and rail transit, with the new energy vehicle segment experiencing a revenue growth of approximately 50% [8][9].

Core Insights - NVIDIA and OpenAI have announced a partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure, with an investment of up to $100 billion from NVIDIA [2][6] - This collaboration aims to optimize OpenAI's models and infrastructure software alongside NVIDIA's hardware and software roadmap [2][6] - The investment is expected to significantly enhance OpenAI's computational capabilities, positioning it as a "computing empire" with substantial backing from various tech giants [9][11] Investment Details - NVIDIA's investment will be phased, starting with an initial $10 billion, with the first data center expected to consume 1 gigawatt of power and be operational by the second half of 2026 [6][9] - The total cost for building a 1-gigawatt data center is estimated between $50 billion to $60 billion, with around $35 billion allocated for NVIDIA chips and systems [6][9] - OpenAI's valuation has reached $500 billion following significant investments from multiple firms, including Microsoft and SoftBank [9][11] Market Impact - Following the announcement, NVIDIA's stock rose over 3.9%, reaching a market capitalization of $4.46 trillion, marking a historical high [3] - The news also positively influenced the broader U.S. stock market, with the Philadelphia Semiconductor Index rising nearly 1.6% and the S&P 500 hitting a new record [5] - OpenAI's ChatGPT currently has around 700 million weekly users, indicating a massive demand for computational resources [9] Future Projections - OpenAI is projected to spend $115 billion by 2029, significantly higher than previous estimates, primarily due to investments in data center servers and chips [9][11] - The collaboration with NVIDIA is expected to further solidify NVIDIA's dominance in the chip market while enhancing OpenAI's software capabilities [11] - OpenAI's research and development costs are anticipated to approach 50% of its total revenue by 2030, making it a leader in computational investment within the tech industry [11]

Core Viewpoint - The company is experiencing significant management changes and financial losses, raising investor concerns about its future performance and strategy [1][2][3]. Management Changes - The company has seen a series of high-level departures, including the resignation of the general manager and the financial director, which has led to speculation about the reasons behind these changes [2][3]. - The chairman stated that the changes in management are normal personnel adjustments and not indicative of deeper issues [3]. Financial Performance - The company reported a dramatic decline in revenue, with total revenue dropping from 667 million yuan to 484 million yuan year-on-year, and a net loss of 721.97 million yuan compared to a profit of 11.1 million yuan in the same period last year, marking a decline of over 750% [2][4]. - The company’s net profit margin has significantly worsened, with a non-recurring net profit of -775.25 million yuan, a staggering drop of 2226.38% year-on-year [2]. Product Strategy - The company is shifting its product strategy for the "Fuhuo Xiang" series from a B2B focus to a C2C focus, aiming to cultivate consumer demand [2][3]. - The company is also developing products tailored for the beer channel, leveraging resources from its partnership with China Resources Beer [6]. Market Performance - The company has struggled in both domestic and external markets, with domestic revenue decreasing by 111 million yuan to 325 million yuan and external revenue down by 39 million yuan to 77 million yuan [4]. - The number of domestic distributors increased by only one, while the number of external distributors decreased by one, indicating challenges in market expansion [4]. Future Outlook - The company is optimistic about its current operational status, reporting that product prices have stabilized and market activity is gradually improving [6]. - Recent sales data for mid-to-high-end products show significant increases in turnover rates, suggesting a potential recovery in consumer interest [6].