以下文章来源于硬氪 ，作者黄楠 硬氪 . 打通"感知-操作-学习"的全链路技术闭环。 文 ｜ 黄楠 编辑 ｜ 袁斯来 来源｜ 硬氪（ID：south_36kr） 企业定位： 戴盟机器人聚焦具身智能技术创新，专注于触觉感知与灵巧操作。 封面来源 ｜ 企业官网 硬氪获悉，具身机器人公司"戴盟机器人"近日完成亿元级战略轮融资，这也是公司在三个月内完成的第二轮融资。我们总结了本轮融资信息和该公司几大亮 点： 专注全球化、硬科技报道。36kr旗下官方账号。 融资金额及投资机构 融资轮次： 战略轮。戴盟已连续完成四轮融资，累计金额达数亿元，刷新触觉传感领域天使轮融资纪录 资金用途： 本次融资将加速企业在前沿技术突破、新品研发及量产、VTLA模型建设、团队扩建及全球市场开拓方面的布局 融资规模： 亿元级 投资方： 中国移动链长基金 公司基本信息 成立时间： 2023年8月正式运营 注册地址： 广东省深圳市 投资方情况 团队背景： 公司由香港科技大学机器人研究院创始院长王煜教授与段江哗博士联合创立。核心团队成员均来自港科大、清华大学、上海交通大学、哈工 大、哥伦比亚大学、卡内基梅隆大学等全球顶尖高校与科研机构，在视触觉传感器 ...

Core Viewpoint - The WISE2025 Business King Conference aims to anchor the future of Chinese business amidst uncertainty, focusing on the transformation driven by technology and new business narratives [2][3]. Group 1: Conference Overview - The WISE2025 conference, held on November 27-28, is described as an immersive experience rather than a traditional industry summit, utilizing "tech short dramas" to convey insights [3]. - The conference features discussions on various topics, including AI's impact on hardware, brand globalization, and the integration of technology into traditional industries [3]. Group 2: AI in Clinical Research - Chen Shuzhan from Roche Pharmaceuticals presented on the AI product "Xiao Luo Zhi Duo Xing," which aims to assist clinical researchers by streamlining the research process [4][6]. - The presentation highlighted the tedious nature of clinical research, which involves multiple stages from topic selection to data management and publication [8]. Group 3: Features of "Xiao Luo Zhi Duo Xing" - The AI solution is designed to save researchers at least 80% of their time by covering four main scenarios: intelligent search, reading, answering, and writing [9]. - Key features include "intelligent topic selection," which helps researchers identify valuable research topics based on existing literature, and "simulated peer review," which provides feedback similar to that of real reviewers [12][14]. Group 4: User Adoption and Future Outlook - The product has gained over 4,600 users in six months, indicating strong interest from top hospitals and clinical departments in China [18]. - The company envisions a future where AI will lead to an explosion of intelligent agents, simplifying complex problems and enhancing user experience [19][20].

Core Insights - The article discusses the latest AI product rankings for November 2025, highlighting significant growth in user engagement and market presence of various AI applications, particularly focusing on the performance of Alibaba's Qwen model and its associated app, Qianwen [5][9]. Global Rankings - The global monthly active users (MAU) for the top AI applications are led by ChatGPT with 775.57 million users, followed by Doubao and Quark with 167.91 million and 151.93 million users respectively [13]. - Qianwen app achieved a remarkable MAU growth rate of 149.03%, ranking first in the global growth chart [8][21]. Domestic Rankings - In the domestic market, Doubao leads with 167.91 million MAU, followed by Quark and Baidu Wangpan with 151.93 million and 142.61 million MAU respectively [22]. - Qianwen app, positioned as a personal AI assistant, is still in the public testing phase but has already shown explosive growth, indicating strong market potential [9][22]. Global Growth Rankings - The global growth rankings show that Qianwen app leads with a 149.03% increase in MAU, followed by Open Chat with a 53.48% increase and Meta View with a 44.42% increase [21]. - The article emphasizes that the strongest AI products emerge from teams with the most advanced models, as evidenced by Qwen's performance [9]. Download Rankings - The global download rankings indicate that ChatGPT leads with 8.91 million new downloads, followed by Gemini with 5.85 million and Doubao with 2.99 million [24]. - Qianwen app also shows significant download growth, reflecting its rising popularity in the market [25]. Subscription Revenue Rankings - The subscription revenue rankings highlight ChatGPT as the top earner with an annualized revenue of $191.1 million, followed by Gemini and other notable AI applications [26]. - The revenue growth of these applications underscores the increasing monetization potential within the AI sector [26].

Core Insights - The article emphasizes the transformative impact of AI on various industries, highlighting that all companies are embracing AI technologies [3] - Amazon Web Services (AWS) is at the forefront of this AI revolution, providing a comprehensive suite of tools and infrastructure for AI development [2][5] Group 1: AI Adoption and Impact - The global box office success of the animated film "Demon Slayer," which grossed nearly $800 million, showcases the efficiency gains achieved by companies like Sony through AI, improving compliance review processes by 100 times [4] - Adobe's AI creative design tool, Adobe Firefly, has generated 29 billion creative assets this year, reflecting the significant impact of AI on creative industries [4] - AWS's generative AI development platform, Amazon Bedrock, has served over 100,000 customers in the past year, with over 50 companies processing more than 1 trillion tokens daily [6] Group 2: Infrastructure and Tools - AWS's revenue reached $132 billion in the past year, a 20% year-over-year increase, with an absolute growth of $22 billion, surpassing the annual revenue of over half of the Fortune 500 companies [7] - The introduction of Amazon Trainium3 UltraServers has significantly enhanced performance, increasing computational power by 4.4 times and memory bandwidth by 3.9 times [31] - The new Amazon Nova Forge platform allows for customized model training, combining proprietary business data with AWS's training datasets, thus lowering the barriers for companies to develop tailored AI models [43] Group 3: Agent Development and Management - The concept of "Agent" is identified as a pivotal point for AI value realization, with predictions that billions of Agents will exist across various sectors [10][48] - AWS has launched new services for Agent management, including Gateway for policy control and Evaluations for performance assessment, addressing the challenges of deploying and managing Agents effectively [46][47] - The emergence of low-code and no-code development tools is lowering the barriers for Agent development, but new challenges arise in ensuring the reliability and effectiveness of these Agents [45] Group 4: Future Directions and Innovations - The article discusses the need for continuous innovation in AI infrastructure, with AWS focusing on enhancing the capabilities of its AI chips and expanding its model offerings [32][34] - The trend towards open-source models is highlighted, allowing developers to access training data and resources at lower costs, fostering innovation in AI applications [34] - The article concludes with a vision for the future where every company will have numerous Agents, fundamentally changing organizational structures and productivity [48][59]

Core Viewpoint - The WISE2025 Business King Conference aims to anchor the future of Chinese business amidst uncertainty, focusing on the transformative impact of technology and the redefinition of commercial narratives [3][4]. Group 1: AI for Science - AI for Science is a burgeoning field that aims to leverage AI to assist in scientific discoveries, potentially creating AI systems that can autonomously conduct scientific research [9][10]. - The ultimate goal of AI for Science is to transform scientific research into a production-like process, enabling the mass generation of high-value scientific outcomes [11][12]. - The integration of AI in scientific research is expected to lower the barriers to entry, allowing more individuals to participate in scientific endeavors, thus democratizing knowledge and scientific contributions [13][14]. Group 2: China's Position in AI for Science - China is positioned to be competitive in the AI for Science sector, with a strong talent pool and a significant number of scientific papers published by Chinese researchers [21][22]. - The country is focusing on building foundational infrastructures such as scientific databases, computational resources, and automated laboratories, which are crucial for advancing AI for Science [20][22]. - The potential for China to produce Nobel Prize-winning research in the future is linked to its advancements in AI for Science, with expectations of significant breakthroughs by 2035 [23][24]. Group 3: Commercial Viability - The global investment in scientific research is approximately $2.8 trillion, with China contributing around 3.6 trillion RMB, indicating a substantial market for AI-driven scientific research [27][28]. - AI for Science is seen as a lucrative market with clear applications and outcomes, making it an attractive field for entrepreneurs and investors [28][29]. - The commercial value of AI for Science is expected to grow as it enhances the efficiency of scientific research, leading to a continuous stream of new knowledge and innovations [26][27]. Group 4: Future Outlook - By 2035, it is anticipated that millions of individuals will actively participate in scientific research, facilitated by AI technologies that simplify the research process [30][31]. - The integration of AI and robotics in daily life is expected to shift human focus towards pursuits in sports, arts, and sciences, enhancing personal fulfillment and self-actualization [31][32]. - The current landscape of AI for Science presents significant opportunities for young entrepreneurs, with the potential for substantial financial success by addressing specific market needs [37][38].

Core Viewpoint - The article emphasizes the transformative potential of AI in reshaping industrial production, particularly in the context of China's manufacturing sector facing challenges like overcapacity and energy efficiency [5][9]. Group 1: Industry Challenges and Opportunities - The current state of the process industry is characterized by a reliance on human experience, leading to inconsistencies in quality and energy consumption, which is referred to as the "chef dilemma" [6]. - The process industry, which includes sectors like petrochemicals and steel, accounts for approximately 80% of China's carbon emissions, highlighting the urgent need for efficiency and sustainability [9][10]. - The industry faces significant challenges such as ensuring production safety, improving product quality, and reducing costs, especially in light of overcapacity issues [10][11]. Group 2: AI Integration in Industrial Processes - The integration of AI into industrial processes is seen as a pathway to optimize operations by merging industrial data, scientific principles, and AI models, moving from mere automation to autonomous intelligence [6][12]. - The Time-series Pre-trained Transformer (TPT) model developed by the company is designed to analyze production data and recommend optimization strategies, thus enhancing operational efficiency [12][13]. - Successful case studies demonstrate that AI can significantly improve production outcomes, with examples showing annual benefits exceeding 20 million yuan through optimized operations [13]. Group 3: Economic Impact and Future Prospects - The potential economic impact of AI in the process industry is substantial, with a mere 3% improvement in efficiency translating to a profit increase of 2 trillion yuan, and a 1% reduction in emissions equating to a decrease of 10 million tons of carbon [13][14]. - The market for AI applications in industrial settings is vast, with the process industry alone generating over 60 trillion yuan in revenue, indicating significant opportunities for growth and innovation [13][14]. - The future of AI in industry is collaborative, requiring collective efforts from various stakeholders to fully realize its potential and address the challenges faced by the sector [14].

Core Insights - PAG has set two industry records in the Chinese private equity market over the past year, leading a controlling investment in Zhuhai Wanda Commercial Management for over 60 billion, marking the largest single investment in Chinese PE history, and achieving the largest exit transaction with the core business of Yingde Gas [5][6]. Investment Strategy - The investment in Yingde Gas is described as a textbook "Buy and Build" case, where PAG privatized the company in 2017 for 10 billion HKD, optimizing management and restructuring the business, leading to significant growth in EBITDA from approximately 2.6 billion in 2016 to nearly 7 billion in 2023 [9][10]. - The exit from Yingde Gas in January 2025 resulted in hundreds of billions in capital recovery, showcasing PAG's ability to create a leading industrial gas company in Asia and return it to local capital [10]. Resilience in Investment - The investment in Zhuhai Wanda Commercial Management is viewed as a strategic "bottom-fishing" move during a crisis, with PAG initially investing 2.8 billion USD in a Pre-IPO round in 2021, which included a "bet" clause for a 2023 IPO [12][14]. - Despite the IPO being shelved and Wanda facing significant buyback pressure, PAG demonstrated resilience by doubling down on its investment, leading a new consortium to complete a 66 billion RMB transaction, becoming the largest shareholder in the newly formed "New Dalian Alliance" [14][15]. Market Positioning - PAG's investment in New Dalian Alliance is characterized as a purchase of a light-asset management company rather than high-risk real estate, focusing on the certainty of cash flow from managing over 500 shopping malls and 100,000 merchants [15][16]. - The shift in consortium partners from tech giants like Tencent and Ant Group to Middle Eastern sovereign wealth funds indicates PAG's role as a "super connector" in the capital landscape [17]. Long-term Vision - PAG's strategy emphasizes the importance of local capital in driving the Chinese private equity sector, with a focus on the significant opportunities in the Chinese M&A market, which remains largely untapped by financial investors [25][47]. - The establishment of PAG's first RMB fund in Suzhou, with a size of 3.1 billion, reflects its commitment to actively participate in the Chinese M&A landscape [25]. Investment Philosophy - PAG's disciplined and resilient approach to acquisitions is underscored by its strict valuation requirements and long-term commitment to portfolio companies, ensuring a stable and experienced management team [20][21]. - The firm believes that the current macroeconomic environment, characterized by low asset valuations and favorable interest rates, presents a unique opportunity for high double-digit returns in M&A transactions [42][44].

Core Insights - The article emphasizes the increasing importance of quality and trust in the competitive health supplement market, highlighting the rapid growth and changing consumer behavior in this sector [2][5][17]. Market Growth and Trends - The Chinese health supplement market is projected to exceed 400 billion RMB by 2025, with online sales channels rising from less than 30% in 2019 to nearly 60% currently, surpassing traditional sales channels [4][5]. - JD Health has reported a significant increase in its market share and annual repurchase rates, with Q3 growth reaching three times the expected growth for 2024 [5][7]. Consumer Behavior - Consumers are becoming more discerning, often researching ingredients and formulations before purchasing health supplements, indicating a shift towards informed decision-making [9][10]. - The article notes that while consumers like Zhang Tao with a biological background are rare, there is a growing demand for easy access to reliable product information [10]. AI and Technology Integration - JD Health has developed an AI nutritionist system to assist consumers in selecting suitable health products, which has shown to outperform human nutritionists in knowledge and response quality [10][11]. - The AI nutritionist has handled approximately 95% of professional consultations in the health supplement category, serving over 20 million users annually [11]. Evidence-Based Nutrition System - JD Health is establishing an evidence-based nutrition system to validate the efficacy of health supplements, aiming to provide consumers with scientifically backed product recommendations [13][28]. - The company is implementing a "28-day ineffective return" policy and other guarantees to enhance consumer trust and encourage purchases [13]. Strategic Partnerships and Brand Development - JD Health has launched the S100 project, collaborating with 100 leading health supplement brands to enhance product offerings and marketing strategies [26][28]. - The company is focusing on deepening partnerships with brands to optimize product development based on consumer insights, as demonstrated by successful product launches like high-purity fish oil [29][30]. User Engagement and Marketing Strategies - JD Health is shifting its marketing focus from merely acquiring traffic to fostering long-term user relationships, emphasizing the importance of brand loyalty and user retention [18][26]. - The company is leveraging personalized marketing strategies to convert potential customers into loyal users, enhancing sales conversion rates [22]. Future Outlook - JD Health plans to invest 1.6 billion RMB in marketing resources by 2026, targeting key areas such as child and adolescent development, joint health, and anti-aging products [32]. - The company aims to build a sustainable growth model based on consumer trust and scientific validation, positioning itself as a leader in the health supplement market [33].

Core Viewpoint - Samsung has officially launched its tri-fold smartphone, the Galaxy Z TriFold, marking a significant entry into the tri-fold market previously dominated by Huawei's Mate XTs [5][6]. Group 1: Product Specifications - The Galaxy Z TriFold features a 10-inch inner display and a 6.5-inch outer display, with a weight of 309g and dimensions of 159.2 x 75.0 x 12.9mm when folded [7]. - The device is equipped with a 200MP main camera, a 12MP ultra-wide camera, and a 10MP telephoto camera, alongside a 5600mAh battery with 45W fast charging capabilities [7][20]. - It offers configurations of 16GB RAM with either 512GB or 1TB storage options, and is available in a single color, Crafted Black [7][22]. Group 2: Design and Build - The Galaxy Z TriFold utilizes a unique G-type hinge design, allowing the device to fold in a manner similar to stacking blankets, which differs from the Z Fold series [5][9]. - The device features an Armor FlexHinge with a dual-rail structure for smooth and stable opening and closing, accommodating the varying thickness of the device [13][14]. - The outer screen is protected by Corning Gorilla Glass Ceramic 2.0, enhancing durability against cracks, although it is prone to fingerprints due to its glossy finish [16]. Group 3: Software and Features - The Galaxy Z TriFold introduces a new DeX mode that allows users to activate a desktop-like experience on the inner screen without needing an external monitor, enhancing productivity [25][27]. - It supports virtual desktops, enabling users to switch between application groups seamlessly, leveraging its 16GB RAM [29]. - The device lacks support for a stylus, which may limit some functionalities compared to competitors like Huawei's Mate XTs [29][31]. Group 4: Market Position and Pricing - The Galaxy Z TriFold is set to be released on December 12, with pre-orders starting on December 9, and is expected to be priced around 2400 USD (approximately 17000 RMB) [33][35]. - The device will initially launch in South Korea, with plans to expand to markets like China, Singapore, and the UAE, while the US release is scheduled for Q1 2026 [34][35]. - As one of the two major players in the tri-fold smartphone market, Samsung's entry is anticipated to drive competition and innovation in this segment [6][35].

Core Insights - The article discusses the upcoming "2025 Yangtze River Delta Artificial Intelligence Industry Integration and Coexistence Development Conference" set to take place in Hangzhou, China, emphasizing the shift from large model development to practical applications in AI [2][10]. Group 1: Industry Trends - The AI industry is transitioning from a focus on developing large models to implementing practical applications, with a clear need for businesses to create commercial viability [3][5]. - Companies are moving away from a blind faith in large parameters and are now focusing on vertical fields to find unique solutions for "Chinese-style AI" [6]. - The demand for AI applications is growing in various sectors, including low-altitude economy, industrial manufacturing, and embodied intelligence, indicating a shift towards practical, real-world applications [6]. Group 2: Challenges in Implementation - There exists a significant mismatch in the AI industry, characterized by "time differences" in computing power and "temperature differences" in application, which hinders innovation [7]. - Many small and medium enterprises face high costs and logistical challenges in accessing advanced computing power, which is often concentrated in a few centers [8]. - Traditional enterprises possess vast amounts of data but are hesitant to adopt AI technologies due to concerns over data security and unclear ROI, creating a barrier to effective collaboration [8]. Group 3: Conference Objectives - The conference aims to break down information silos and facilitate real discussions on AI applications and industry collaboration [10][12]. - It will gather experts from various fields, including government, industry, academia, and research, to discuss the latest trends and practical experiences in AI [11][12]. - The goal is to make AI a practical tool for various industries, moving beyond theoretical concepts to real-world applications that enhance efficiency and reduce costs [12].