*** 程年创业派 9 公司全称： 东莞大锌能源有限公司 融资轮次：Pre-A+轮 产品/服务：锌基电池 2023年，大锌能源成功实现锌基电池的量产 技术的 突破，成为国内第一家提供 高倍率 锌基电池量 产的公司。 大锌能源的锌基 电池 ， 具备6C高倍率放电能力，可在断电瞬间 提供稳定安全的大电流 供应，弥补水系电池能效不高的短板 。 而且， 大锌能源的产品 成本 仅为美国对手的一半。在空间 与重量上，与主流使用的铅酸电池相比，在同等功率输出下， 其体积 和重量 仅为 前者 三分之一 。 目前，大锌能源产品已在海底电缆机房、数据中心、通信基站的备电系统中得到使用；同时在储能领 域，不仅在油田场景实现落地， 还 中标国家储能创新中心项目，进行技术开发。 今年9月，大锌能源在创业邦第十九届DEMO CHINA上入选"2025值得关注的硬科技创变者"榜单。 拒绝跟风锂电，押注"水系不燃"电池 唐子杰出生于湖南，本科毕业于中南大学，2015年进入香港城市大学攻读博士，并加入支春义团队 专注于锌基电池的研发。支春义 目前 是香港大学讲席教授，长期从事水系电池的研究。 创始人：唐子杰 出生年份：1993年 教育背景：香 ...

机器人服务智能体第一股来了！ 10 月 16 日，今年首家 18C上市科技公司云迹科技正式在港交所挂牌上市，成为全球首家以 " 机器人 服务智能体 " 为主营业务的上市公司。 开盘当日 股价大涨 49.37% ，报 142.8 港元， 收盘价 120.5港元， 最新市值 82.81亿港元。云迹此 次 IPO 定价 95.60 港元，公开发售获 5657.20 倍认购，国际配售获 18.62 倍认购。 云迹科技成立于 2014 年，是一家专注于机器人服务与 AI 数字化系统的技术企业。公司主营业务涵盖 机器人本体及功能模块的销售，以及 AI 数字化系统的订阅服务。 截至 2025 年 5 月，云迹科技已累计服务超过 3.4 万家企业客户，覆盖酒店、医院、写字楼等多种场 景，机器人累计完成超 5 亿次服务，指令执行量突破 186 亿次。根据弗若斯特沙利文的资料，按 2024 年中国机器人服务智能体市场收入而言，云迹科技以 6.3% 的市场占有率排名第一；并以 13.9% 的国内收入份额在 2024 年中国机器人服务智能体市场的酒店场景中排名第一，超过第二名至 第五名的份额总和。 作为行业隐形冠军，云迹科技背后站着 ...

Core Insights - OpenAI recently launched the Sora 2 video generation model, while Google upgraded its Veo 3.1 model, indicating a competitive landscape in AI video generation technology [4][41]. Group 1: Google Veo 3.1 Upgrade - The upgrade includes enhanced video editing capabilities, allowing users to make more precise adjustments to video segments [5]. - New features such as "Ingredients to Video," "Frames to Video," and "Extend" now incorporate audio, making audio a part of the creative process [7][11]. - Veo 3.1 shows significant improvements in prompt understanding and audiovisual quality, resulting in more natural transitions from images to videos [8]. Group 2: User Functionality - Users can define characters and styles using multiple reference images, which the "Ingredients to Video" feature utilizes to generate final scenes [13]. - The "Frames to Video" feature allows for seamless transitions between starting and ending frames, beneficial for artistic projects [15]. - The "Extend" feature can generate content longer than one minute, maintaining narrative continuity based on previous segments [17]. Group 3: Output Formats and User Engagement - Veo 3.1 now supports both horizontal and vertical video formats, adapting to current content consumption trends [19]. - Since the launch of Flow in May, users have created over 275 million videos, leading to the introduction of new editing features like "Insert New Elements" and "Remove Objects" for more flexible video editing [20]. Group 4: Application Scenarios - Practical applications of Veo 3 include generating first-person perspective videos, ASMR fruit slicing, and night vision monitoring videos [24]. - The model has been used to create product advertisement videos, showcasing its ability to deliver high-quality visual content [30]. Group 5: Performance Comparison - While Veo 3.1 excels in photo-realistic and commercial content generation, it still has room for improvement in accurately replicating specific artistic styles, such as anime [40]. - The rapid iteration of video generation models like Veo 3.1 and Sora 2 suggests a fast-evolving market, with potential for widespread adoption in various content creation platforms [41][42].

Core Viewpoint - The article discusses the trend among young people to engage in DIY (do-it-yourself) projects as a means to save money, highlighting the paradox that while these activities seem cost-effective, they often require significant time and effort, leading to the realization that "free" can be the most expensive option in terms of time invested [5][38]. Group 1: DIY as a Cost-Saving Strategy - Many young individuals are attempting to save money by creating their own products, from lip balm to furniture, by purchasing raw materials and following online tutorials [11][12]. - For example, a young woman named Li Zishan calculated that making her own lip balm cost her only about 3 yuan per stick, significantly less than the market price, allowing her to save over 100 yuan in a winter season [8][12]. - The article presents various examples of DIY projects, such as homemade soap and cleaning enzymes, which can lead to substantial savings compared to store-bought alternatives [11][24]. Group 2: The Reality of Time Investment - Engaging in DIY projects often requires a considerable time commitment, which can negate the financial savings when calculated against the individual's hourly wage [18][31]. - For instance, a young woman named Xiao Min spent over 12 hours making a tiny doll outfit, which, when factoring in her potential earnings, made the cost of the DIY project nearly equivalent to purchasing a ready-made garment [31]. - The article emphasizes that while DIY can provide a sense of accomplishment and personalization, the time and effort involved can lead to frustration and a realization that purchasing ready-made items may be more practical [25][31]. Group 3: The Psychological Aspect of DIY - The article explores the psychological motivations behind DIY projects, suggesting that for some, it represents a shift in mindset away from consumerism towards a more self-sufficient lifestyle [38]. - Li Zishan, for example, reflects on her journey from being a "money-spending" consumer to someone who finds fulfillment in creating her own products, indicating a deeper search for meaning beyond material possessions [39]. - However, the article also notes that many DIY enthusiasts find themselves caught in a cycle of spending on materials, which can contradict their initial goal of saving money [34][39].

Core Viewpoint - The company has officially rebranded from "Zijin Port Capital" to "Haiyuan Capital," reflecting its commitment to long-term investment in hard technology and a global perspective on innovation [3][9]. Group 1: Company History and Achievements - Over the past 11 years, the company has focused on hard technology investments, managing a total of 7 billion yuan and successfully investing in over 120 innovative enterprises, with 8 of them having gone public [6]. - The company has maintained a core investment philosophy of "invest early, invest small, invest well, and invest in hard technology," particularly in sectors such as semiconductors, artificial intelligence, new energy materials, and life sciences [6]. Group 2: New Brand Significance - The new name "Haiyuan" symbolizes a global vision and the intention to expand international hard technology investments through partnerships with top overseas institutions like MIT and Imperial College [9]. - The brand change also signifies a commitment to an open ecosystem, integrating industrial resources, academic wisdom, and capital power to enhance global innovation [9]. Group 3: Team and Operational Strength - The company boasts a core team with an average of 20 years of experience in investment and enterprise management, combining engineering and financial expertise to identify valuable investment opportunities [12]. - The dual-core model of "investment + empowerment" provides comprehensive support for enterprises, from technology transformation to global expansion [12]. Group 4: Future Commitments - Haiyuan Capital will focus on three main commitments: maintaining a long-term focus on hard technology, enhancing global resource networks, and strengthening investment capabilities to achieve long-term win-win outcomes with partners [15]. - The company aims to help Chinese hard technology influence the global market and become a bridge connecting Chinese innovation with the world [15].

Group 1 - Alibaba Cloud has launched its second data center in Dubai to meet the growing demand for cloud and AI services in the Middle East, expanding its global presence to 29 regions and 92 availability zones [2] - Shanghai Chip-on-Wafer Technology Co., Ltd. (Chip-on-Wafer) showcased its advanced semiconductor equipment at the 2025 Bay Area Semiconductor Industry Expo, focusing on market-ready solutions derived from Shanghai Microelectronics Group [2] - Yuke Technology has signed a strategic agreement with the Global Industrial AI Alliance Excellence Center to enhance international brand influence and accelerate overseas market expansion in cloud computing and Sovereign AI [2] - Bharti Airtel has partnered with Google to establish India's first large-scale AI hub in Visakhapatnam, with Google planning to invest approximately $15 billion between 2026 and 2030 to develop a gigawatt-level data center operation system [2] - ZTE Corporation has completed key technology testing for RAN AI under the IMT-2020 (5G) promotion group, validating the integration of AI with RAN to enhance user experience and efficiency [3]

Group 1 - The article discusses the investigation and findings related to the "Ascendant Dragon" fireworks show in Tibet, highlighting environmental impacts and damage caused by the event [3] - Tesla is reportedly working on new, lower-priced versions of its Model Y and Model 3, with potential price reductions of around 30,000 yuan [4] - Apple has announced the launch of its M5 chip, which boasts over four times the GPU performance compared to the M4 chip, and will be featured in new MacBook Pro and iPad Pro models [4] Group 2 - The founder of Pang Donglai revealed that the company has 4.1 billion yuan in cash and no loans, emphasizing the importance of employee happiness over blind expansion [6] - Xiaomi has launched a new short drama app called "Weiguan Short Drama," which is currently available only for Xiaomi phone users [6] - JD.com is reportedly planning to release a new car priced between 100,000 to 120,000 yuan during the Double 11 shopping festival, although it does not directly involve manufacturing [9][10] Group 3 - Alibaba Cloud has opened its second data center in Dubai to meet the growing demand for cloud and AI services in the region, expanding its global presence to 29 regions and 92 availability zones [10] - The article mentions that the WeChat public relations director responded to claims about the decline of Moments, stating that user engagement remains stable with 780 million daily users accessing the feature [10] - Li Xiang, CEO of Li Auto, expressed optimism that fully autonomous driving cars could be realized within 3 to 5 years, potentially leading to a new wave of AI-driven automotive companies [10] Group 4 - Google announced a significant investment of nearly $15 billion to establish an AI center in India, marking its largest investment in the country to date [19] - The health tech company Oura has successfully raised $900 million in funding, doubling its valuation to $11 billion compared to the previous round [19] - The article highlights that the demand for AI products is expected to drive a 4% increase in global PC panel shipments by 2025, with OLED and MiniLED technologies projected to see significant growth [23][24]

以下文章来源于睿兽Pro ，作者Bestla 睿兽Pro . 创业邦旗下横跨一二级市场的科创数据平台。实时投资数据、追踪产业创新。找数据、做分析、链资 源，就上睿兽分析。 9月 新登记基金管理人 202 5 年 9月 ，基金业协会审核通过了 4 家私募股权 、 创业投资 基金管理人 以及1家证券公司私 募基金子公司（股权、创投） 的登记申请 。 这些通过登记的机构 中，包括4家国资机构和1家市场 化机构 。 | 序号 | 基金管理人名称 | 费记编号 | 所属机构 | 충북 피 | 是否为国资机构 | | --- | --- | --- | --- | --- | --- | | | 国贸创领（上海）私募基金 | P1075039 | 国贸创领私募 | 私募股权、创业投 | 是 | | | 管理有限公司 章 | | | 资基金管理人 | | | | 中山市翠亨创新私募基金管 | P1075032 | 翠亨创新基金 | 私募股权、创业投 | 是 | | | 理有限公司 | | | 资基金管理人 | | | | 南京战新私募基金管理有限 | P1075034 | 南京战新 | 私募股权、创业投 | | | | 公 ...

3.【用AI提高生产力，高盛通知员工年底前可能要裁员】据媒体看到的一份内部备忘录显示，高盛已 通知员工，公司计划用人工智能(AI)提高生产力，因此在今年年底前可能会裁员并放缓招聘。备忘录 将这一战略称为 "OneGS 3.0"，称其人工智能计划的一些优先事项是销售和客户引导流程，以及贷 款流程、监管报告和供应商管理等其他关键领域。高盛发言人表示，公司仍希望在今年年底实现员工 总数的净增长。（财联社） 4. 【李梓萌遭AI仿冒带货！北京查处首例AI虚假广告案】近日，北京市场监管部门查处了首例利用AI 技术进行虚假广告宣传的案件。今年2月份，北京市海淀区市场监管局接到消费者举报，反映北京某 公司通过视频账号宣传所销售的"深海多烯鱼油"能够治疗多种疾病，涉嫌虚假宣传。通过举报人提供 的视频链接，办案人员打开该企业直播间，在这个拥有88万粉丝的账号直播间展板上，显著标注 着"适合头晕头痛、手麻脚麻、记忆下降人群"等医疗用语；直播中还出现了中央广播电视总台主持人 李梓萌的形象。经过立案调查，办案人员发现，该公司销售的深海多烯鱼油产品，实际执行标准为糖 果，属于普通食品，不具备疾病治疗功能。另一方面，经鉴定，视频中的主持 ...

以下文章来源于巨潮WAVE ，作者小卢鱼 巨潮WAVE . 来源丨 巨潮WAVE（ID：WAVE-BIZ） 图源丨Midjourney 遍布大街小巷的共享充电宝"怪兽充电"，最近在资本市场整了一个大活儿。 该公司董事会近期拒绝了高瓴资本于8月提出的1.77美元/ADS私有化要约，反而坚持推进与信宸资本 及管理层财团达成的1.25美元/ADS原有方案。 这个决定令市场哗然。根据其去年年报数据，公司账面现金4.13亿美元，相当于每股ADS现金价值约 1.63美元，而管理层主导的私有化价格仅1.25美元/ADS，甚至比每股现金价值还要低。 作者丨小卢鱼 编辑丨杨旭然 怪兽充电目前股价较IPO时已只剩一成，投资者却还要在极低的股价基础上再挨一刀，愤怒不甘可想 而知。部分股东直言该方案"透支信任"，并威胁发起境外诉讼。 不过更加严峻的局面是，怪兽充电的私有化闹剧恐怕只是序幕。随着行业营收持续下滑，叠加近期多 起充电宝爆炸事件引发的供应链危机与监管升级，整个行业都在面临退潮风险。 融入时代巨潮，发现商业决策。 当年怪兽充电CEO野心勃勃地喊"我们要打造无所不在的充电网络"，如今在中国给手机充电确实成了 一件非常容易的事情 ...