模速空间 记者 宋薇萍 摄 ◎记者 宋薇萍 谭镕 在上海黄浦江畔的徐汇滨江，一座被称为"AI超级工厂"的创新引擎正以惊人的速度重塑人工智能产业版 图。 上海证券报记者近日探秘模速空间看到，现场访客络绎不绝，"模速路演日""模速观察"等品牌活动以及 各类技术沙龙如火如荼，为创业者提供跨界交流、商业合作的舞台。稀宇极智（MiniMax）计划发布最 新模型，阶跃星辰发布并开源3D大模型Step1X-3D……在"上下楼即上下游"的生态滋养下，企业的"模 力"不断升级，算法优化与产品创新在咖啡杯的碰撞中迸发。 作为上海参与全球AI竞争的核心载体，模速空间的目标直指"比肩硅谷的未来坐标"，将联合中国科学 院、上海交大等顶尖科研力量，以及千亿级产业基金和万卡算力资源，构建产学研用全链条生态。 空间有限"模力"无边 模速空间集聚了超百家创新企业，"北斗七星"标杆企业与秘塔科技、无限光年、它石智航等表现突出的 大模型生态企业在模速空间共同闪耀，以协同之势加速突破技术边界。其中，无问芯穹、阶跃星辰、 MiniMax等企业，分别在算力、AIGC视频等各类型场景中释放其与场景结合的能力优势，通过构建"技 术研发—场景验证—商业闭环" ...

Core Insights - The automotive industry is transitioning from hardware-focused competition to cognitive capabilities, with a shift towards "software-defined vehicles" and "cognitive reshaping of mobility" [1] - The evolution of smart cockpits is described in three stages: from a "Q&A tool" to an "all-around assistant," and finally to a "family member" with memory and empathy [1][8] - The penetration rate of L2-level assisted driving new cars in China reached 65% in Q1 2025, but challenges such as price wars and self-research trends among car manufacturers are emerging [1] Company Strategy - The company positions itself as an AI infrastructure and cloud service provider, deeply integrating with car manufacturers' data and R&D systems [3][19] - The focus is on the automotive sector as the strongest driver for AI development, leveraging multi-modal large models and world models to enhance capabilities [4][5] - The company aims to provide cloud services and foundational infrastructure for autonomous driving, shifting the R&D focus from vehicle-based to cloud-based solutions [22] Technology and Innovation - The company utilizes a combination of "world models + reinforcement learning" to overcome data limitations and reduce hardware dependency while ensuring system safety [1][10] - The approach to autonomous driving emphasizes simulation and reconstruction of failure scenarios to improve safety and model generalization [16] - The company believes that laser radar is a temporary requirement and can be replaced as model algorithms and data iterations improve [12][13] Collaboration with Automakers - The relationship with automakers is described as a "Tai Chi" model, emphasizing mutual dependence and collaboration rather than a clear-cut supplier-client dynamic [3][18] - The company has already integrated its products into seven vehicle models and plans to expand its offerings with more affordable solutions [17] - Data ownership remains with car manufacturers, and the company ensures data privacy through desensitization techniques [21] Future Outlook - The company aims to lead in the rapidly evolving field of general artificial intelligence, enhancing user experiences in the automotive sector over the next 3 to 5 years [24] - The focus will be on developing a platform that supports the AI ecosystem, ensuring that advanced technologies find suitable applications and feedback loops [24]

以下文章来源于IT时报 ，作者孙妍 IT时报 . 做报纸，也懂互联网，这里是《IT时报》(IT Times)微信版。作为上海一份IT类周报的新媒体产品，这 里汇聚了关注全球IT业的魔都资深IT记者。我们追求原创独家新锐，以及读视听多种表达方式。ps. 使 用IT产品有问题？留言与编辑互动。 人工智能作为国家战略级重点发展领域，正在以惊人的速度自我迭代，更推动了千行百业转型升级。 成立于2014年的商汤，于2017年落户上海市徐汇西岸，见证并参与了上海人工智能的发展。在它落 沪这一年，上海市人民政府办公厅印发《关于本市推动新一代人工智能发展的实施意见》通知。 从AI视觉识别时代一直走到大模型时代，前瞻性布局让商汤走在了正确的道路上。 2025年是大模型应用元年。商汤徐立与阿里马云隔空对话时，不约而同地提到，AI要成为老百姓 的"日用品"。毕竟，性价比才是大模型应用生死线。今年4月10日，商汤宣布发放1亿元算力代金 券，加速大模型商业化落地。 除了算力这一基础设施外，商汤更担当着基础大模型的角色，不断突破性能，要与世界同行比肩。4 月10日，商汤发布日日新SenseNova V6大模型体系，多模态推理能力对标Op ...

Core Insights - The 2025 Shanghai Auto Show showcased a significant focus on advanced technologies in new vehicles, with traditional automakers also highlighting their internal combustion engine innovations [1][11] - The event marked a shift from flashy marketing to a spotlight on cutting-edge technologies, particularly in the electric vehicle (EV) sector [1] Electric Vehicle Technologies - Breakthroughs in ultra-fast charging and battery technologies were prominent, with companies like BYD introducing a 1000kW flash charging system capable of providing approximately 400 kilometers of range in just 5 minutes [2] - Star Charging presented a "liquid-cooled ultra-fast charging 2.0" product with a maximum power of 10 megawatts, significantly enhancing charging efficiency for 800V high-voltage platform vehicles [2] - Huawei unveiled a full liquid-cooled ultra-fast charging station with a peak power of 1.5 megawatts, capable of charging heavy-duty vehicles to 90% in just 15 minutes [3] - CATL introduced its second-generation supercharging battery with a peak charging power of 1.3 megawatts, supporting a charging rate of up to 12C [3] Internal Combustion Engine Developments - Despite the rise of EVs, traditional fuel vehicles remain relevant, with over 70% of current models still relying on engines for power [11] - Volkswagen showcased its fifth-generation EA888 engine, which has a power increase of 23.5%, achieving a maximum power of 200kW and a fuel consumption of 8.35L per 100km [11] - Great Wall Motors presented a self-developed 4.0T V8 twin-turbo engine with a maximum power of 549 horsepower and a peak torque of 800 Nm [12] - Changan Automobile introduced a 500Bar ultra-high-pressure direct injection engine, enhancing fuel efficiency and performance [13] Smart Cockpit Innovations - The auto show highlighted advancements in smart cockpit technologies, with companies like SenseTime showcasing vehicles equipped with AI assistants capable of natural conversation and emotional recognition [6] - AI technologies are transforming vehicles into more interactive and user-friendly environments, with systems that can adjust settings based on user emotions [6][9] - BMW introduced its new generation intelligent cockpit, emphasizing a user-friendly interface that enhances safety and interaction [10]

Core Viewpoint - The article analyzes the salary distribution of chairpersons in the robotics industry, highlighting the correlation between their compensation and company performance based on the 2024 annual reports of 65 listed robotics companies [2][21]. Salary Overview - The average annual salary of the 65 chairpersons is 1.6825 million yuan, with a significant range where top executives earn over 7.51 million yuan [5][4]. - The top five highest-paid chairpersons include: - Zheng Hongmeng from Industrial Fulian: 7.5121 million yuan, with revenue of 609.135 billion yuan and net profit of 23.216 billion yuan [6]. - Gao Lufeng from Ninebot: 7.5029 million yuan, with a revenue growth of 38.87% and net profit growth of 81.29% [6]. - Zhu Xingming from Huichuan Technology: 3.9015 million yuan, despite a net profit decline of 9.62% [6]. - Liu Qingfeng from iFlytek: 3.9 million yuan, with a net profit growth of 59.35% [6]. - Xu Li from SenseTime: 3.588 million yuan, with a net profit loss of 4.307 billion yuan [6]. Salary Distribution by Performance - Chairpersons of profitable companies (45 in total) have an average salary of 1.8708 million yuan, while those from loss-making companies (20 in total) average 1.2585 million yuan [11][12]. - Notably, some loss-making companies still pay high salaries, such as: - Hanchuan Intelligent: 2.5222 million yuan despite a loss of 1.103 billion yuan [12]. - Yuntian Lifa: 2.2051 million yuan with a loss of 579 million yuan [12]. Industry Salary Comparison - The average salary for chairpersons in the service robotics and AI sector is 2.54 million yuan, significantly higher than other categories [16]. - In the industrial robotics parts sector, the average salary is 1.5075 million yuan, with notable performers like Sanhua Intelligent Control earning 3.314 million yuan [17]. - The average salary in the industrial robotics complete machine sector is 1.293 million yuan [18]. - The average salary in the special robotics sector is 1.1287 million yuan, with the highest being 2.166 million yuan from Zhongxin Heavy Industry [19]. Long-term Value Creation - The article emphasizes the need for companies to align high executive salaries with long-term value creation and improve transparency in salary disclosures to address market concerns [21].

东吴证券党委副书记、总裁薛臻在致辞中表示，东吴证券始终以"坚持根据地、融入长三角、服务中小微"为战略导向，围绕金融"五篇大文章"，打造特色化、差异 化、专业化综合金融服务体系，凝心聚力服务实体经济、长三角区域发展、居民财富管理。在研究业务领域，东吴证券持续夯实专业能力，扩大上市公司、机构客 户覆盖，市场影响力进一步提升，行业排名实现突破。东吴证券凭借宏观研究的优势，助力"科特估"体系建立，引导市场共识，为建设中国特色估值体系、促进资 本市场内在稳定作出贡献。 资本圈大事件，百余家最佳上市公司聚齐，市值近10万亿，这场投资峰会圆满落幕。 5月7日，"东吴证券2025经济与投资峰会暨新财富杂志最佳上市公司评选、最佳港股公司评选颁奖典礼"在上海盛大开启。来自全国的优秀上市公司代表与投资机 构、研究机构代表共500位资本圈顶流齐聚，围绕宏观经济形势、科技创新、新质生产力、ESG可持续发展等市场关注议题进行深入交流，并见证新财富杂志"最佳 上市公司"、"最佳港股公司"颁奖的荣耀时刻。 比亚迪（002594/01211.HK）、中芯国际（688981/00981.HK）、携程集团-S（09961.HK）、泡泡玛特（099 ...

Group 1 - SenseTime collaborates with China Mobile Hong Kong and the Chinese University of Hong Kong to explore deep cooperation in visual AI and large models, highlighting Hong Kong's strategic direction in accelerating AI technology application [1] - The partnership aims to broaden the application boundaries of technology while mitigating legal risks associated with large models, potentially prompting deeper industry discussions on AI compliance systems [1] - This collaboration injects new momentum into the construction of smart city clusters in the Guangdong-Hong Kong-Macao Greater Bay Area [1] Group 2 - Zhejiang University NetNew invests 33 million yuan as a limited partner in the Hangzhou Saizhi Zhulong Venture Capital Partnership, targeting a total fundraising goal of 100 million yuan for investments in AI, robotics, and embodied intelligence [2] - The partnership's duration is set for six years, with two years for investment and four years for exit, aiming to leverage the university's alumni resources and innovation advantages [2] - This investment reflects a trend of increased capital allocation towards embodied intelligence, enhancing technology transfer capabilities and seizing opportunities in cutting-edge fields like humanoid robotics [2] Group 3 - The Yangtze River Delta region sees a significant increase in robot production in Q1, driven by the demand for intelligent upgrades and favorable national policies for equipment renewal [3] - Major cities in the region, including Shanghai, Suzhou, Hangzhou, and Ningbo, report double-digit or even multiple growth rates in the production of industrial and service robots [3] - The rapid development of the robot industry in the Yangtze River Delta indicates a wave of intelligent upgrades, reflecting the urgency of traditional manufacturing transformation [3]

2022 Interim Results Briefing September 2022 2022 H1 Overview 2021 H1 2022 H1 2021 H1 2022 H1 RMB 1.4bn Revenue RMB 0.9bn (66%) Gross Profit (Margin %) RMB 1.9bn R&D Expenses2 RMB 2.6bn Adjusted Net Loss3 RMB 19.5bn Cash Resources4 Maintain Leading Market Position and Strong Commercial Resilience Implementation of AI Technology in 4 Segments Smart Life yoy: +98% 2021 H1 2022 H1 Smart Auto yoy: +71% Smart Business yoy: -12% 2021 H1 2022 H1 Smart City yoy: -45% #1 ranked by market share5 China Computer Vision ...

SenseTime Group Inc. 2022 Annual Results Presentation 2023.03 Strong Foundation for Technology Breakthrough: SenseCore + Large Models 2 RMB 3.8bn Revenue (yoy -19%） Smart Life + Smart Auto revenue yoy +108% RMB 2.5bn (67%) Gross profit (gross margin %） FY2021 Smart City 45% Smart Business 42% Smart Life 9% Smart Auto 4% FY2022 Smart City 29% Smart Business 38% Smart Life 25% Smart Auto 8% 2022 Highlights Revenue Breakdown by Business Segments Notes： 1. Data as of 31 December 2022 2. Data as of 28 March 2922 ...

SenseTime Group Inc. 2023 Interim Results Presentation TO CREATE AN AI-EMPOWERED FUTURE THROUGH INNOVATION 2023.08 Overview - 01 2 Foundation Models Lead Evolution of AI Industry in 1H 2023 Breakthroughs in SenseNova Foundation Models Generative AI Product Suite Triple-digit % growth in generative AI-related revenue RMB 1.4 billion 1H 2023 Group Revenue (yoy: +1.3%) 10.4% FY 2022 1H 2023 20.3% Generative AI-related revenue RMB 2.4 billion ( 7% ） 1H 2023 GAAP net loss2 (yoy reduced) Note: 1. Data as of 30 Ju ...