【文/王力 编辑/周远方】 观察者网：今年的WAIC（世界人工智能大会）出现了"一票难求"的现象，相较往年，这一现象显得尤 为突出。您能否分享一下，今年AI行业的整体氛围较往年有哪些显著变化？ 吴一洲：确实能感受到今年WAIC与往届的不同。去年大会更像是一场行业交流，而今年，随着 DeepSeek、阿里等头部企业的积极布局和技术突破，整个行业对AI的关注度、认知度显著提升，大众 对AI技术的接受度与参与热情也呈现爆发式增长。 这种变化对产业发展而言无疑是积极信号，WAIC的"出圈"标志着AI正从专业领域走向大众视野。 观察者网：您认为当前这种关注热度是否会继续保持快速攀升，还是会出现走平或回落？ 2025年世界人工智能大会（WAIC）期间，"一票难求"的现象成为今年热度高涨的显著注脚。在这一背 景下，人工智能技术如何从概念加速走向实际应用、企业如何在机遇与挑战并存的环境中布局与发展， 成为业界深入探讨的核心议题。 观察者网在大会现场与格灵深瞳CEO吴一洲及副总裁罗楷进行深度交流，围绕行业趋势演变、技术落地 瓶颈、格灵深瞳的战略聚焦以及对未来发展的思考等多个维度展开了对话。 以下为访谈实录： 吴一洲：在我看来， ...

【文/王力 编辑/周远方】 2025年世界人工智能大会（WAIC）期间，"一票难求"的现象成为今年热度高涨的显著注脚。在这一背 景下，人工智能技术如何从概念加速走向实际应用、企业如何在机遇与挑战并存的环境中布局与发展， 成为业界深入探讨的核心议题。 观察者网在大会现场与格灵深瞳CEO吴一洲及副总裁罗楷进行深度交流，围绕行业趋势演变、技术落地 瓶颈、格灵深瞳的战略聚焦以及对未来发展的思考等多个维度展开了对话。 以下为访谈实录： 观察者网：今年的WAIC（世界人工智能大会）出现了"一票难求"的现象，相较往年，这一现象显得尤 为突出。您能否分享一下，今年AI行业的整体氛围较往年有哪些显著变化？ 吴一洲：确实能感受到今年WAIC与往届的不同。去年大会更像是一场行业交流，而今年，随着 DeepSeek、阿里等头部企业的积极布局和技术突破，整个行业对AI的关注度、认知度显著提升，大众 对AI技术的接受度与参与热情也呈现爆发式增长。 这种变化对产业发展而言无疑是积极信号，WAIC的"出圈"标志着AI正从专业领域走向大众视野。 观察者网：您认为当前这种关注热度是否会继续保持快速攀升，还是会出现走平或回落？ 吴一洲：在我看来， ...

Group 1 - The global focus is on "embodied intelligence" and "humanoid robots," with discussions on whether China is catching up to or surpassing the U.S. in AI advancements [1][3] - The dialogue at WAIC highlighted the importance of supply chains, reinforcement learning algorithms, and capital pathways in the development of humanoid robots [1][3] - Companies like Midea have diversified into humanoid robotics, leveraging their existing technology and product lines to enter this new market [4][5] Group 2 - Midea's acquisition of KUKA in 2016 marked its entry into the robotics sector, with a focus on various industries including automotive and logistics [5] - The development of humanoid robots has seen significant advancements due to breakthroughs in reinforcement learning and embodied intelligence, allowing for more complex robotic movements [9][10] - The current humanoid robots average around 40 joints, with traditional methods of control being replaced by reinforcement learning techniques [9][11] Group 3 - The discussion emphasized the differences between traditional hydraulic-driven robots and modern electric-driven robots, highlighting the advantages of the latter in incorporating intelligent algorithms [12][13] - The potential for humanoid robots to evolve into "super humanoid robots" tailored for specific industrial applications was explored, aiming to exceed human efficiency in tasks [15][16] - The conversation also touched on the necessity of dexterous hands for humanoid robots, with a focus on the trade-offs between complexity and reliability in real-world applications [24][27] Group 4 - The concept of embodied intelligence was defined as the ability of robots to interact effectively with the physical world, moving beyond traditional control methods [31][36] - The importance of world models and video models in enhancing the capabilities of humanoid robots was discussed, emphasizing their role in understanding complex environments [37][42] - Reinforcement learning was identified as a crucial component in the development of intelligent robots, with companies like Dyna Robotics focusing on real-world applications [46][47]

Group 1 - The core theme of the discussion revolves around "embodied intelligence" and its significance in the development of humanoid robots and AGI (Artificial General Intelligence) [1][2] - The conversation highlights the advancements in humanoid robots, particularly focusing on companies like Tesla and Boston Dynamics, and their impact on the global robotics landscape [1][2][3] - The panelists discuss China's position in the AI race, questioning whether it is merely following the US or is on the verge of overtaking it [1][2] Group 2 - Midea's entry into humanoid robotics is driven by its existing technological advantages in components and a complete product line, marking a strategic shift from its traditional home appliance business [4][5] - The acquisition of KUKA Robotics in 2016 has allowed Midea to expand its capabilities in industrial technology and automation, serving various sectors including automotive and logistics [4][5] - The discussion emphasizes the importance of application-driven development in humanoid robotics, with Midea exploring both full humanoid and wheeled robots for different use cases [13][15] Group 3 - The panelists from various companies, including Grasping Deep Vision and Zhenge Fund, share insights on the evolution of AI and robotics, focusing on the integration of computer vision and machine learning in their products [5][6][8] - Grasping Deep Vision, as a pioneer in AI computer vision, has developed applications across finance, security, and education, showcasing the versatility of AI technologies [5][6] - Zhenge Fund's investment strategy emphasizes early-stage funding in cutting-edge technology sectors, including AI and robotics, aiming to support innovative startups [6][8] Group 4 - The discussion on humanoid robots highlights the historical context, mentioning significant milestones like Honda's ASIMO and Boston Dynamics' Atlas, and contrasting them with recent advancements in China and the US [8][10] - The panelists note that the complexity of humanoid robots, with an average of 40 joints, poses significant engineering challenges, but advancements in reinforcement learning are simplifying the development process [9][10] - The future of humanoid robots is seen as promising, with expectations of rapid advancements in the next 5 to 10 years driven by technological breakthroughs and application-driven demands [9][10] Group 5 - The conversation touches on the debate between wheeled versus bipedal humanoid robots, with arguments for the practicality of wheeled robots in industrial settings and the necessity of bipedal robots for complex environments [13][16] - The panelists discuss the potential of "super humanoid robots" designed for specific industrial applications, aiming to exceed human efficiency in tasks like assembly and logistics [15][16] - The importance of dexterous hands in humanoid robots is emphasized, with a focus on the trade-offs between complexity, cost, and functionality in various applications [21][25] Group 6 - The concept of "embodied intelligence" is defined as the ability of robots to interact with the physical world, moving beyond traditional control methods to achieve more autonomous decision-making [28][30] - The panelists explore the role of world models and video models in enhancing the capabilities of humanoid robots, suggesting that these models can improve the robots' understanding of dynamic environments [35][39] - Reinforcement learning is highlighted as a crucial component in the development of humanoid robots, with discussions on optimizing reward systems to enhance learning outcomes [41][42]

Market Overview - The Shanghai Composite Index closed at 3590.38 points, below the five-day moving average, with a decline of 0.70% [1] - The total trading volume of A-shares reached 15,250.45 million yuan [1] Stocks Performance - A total of 374 A-shares broke through the five-day moving average today [1] - The stocks with the largest deviation rates include: - Yidian Tianxia (易点天下) with a deviation rate of 14.50% and a daily increase of 20.00% [1] - Digital Certification (数字认证) with a deviation rate of 13.64% and a daily increase of 20.00% [1] - Xiling Power (西菱动力) with a deviation rate of 12.52% and a daily increase of 19.00% [1] Detailed Stock Data - The following stocks showed significant performance: - Yidian Tianxia (易点天下): Latest price 33.54 yuan, five-day moving average 29.29 yuan, turnover rate 32.17% [1] - Digital Certification (数字认证): Latest price 36.60 yuan, five-day moving average 32.21 yuan, turnover rate 13.29% [1] - Xiling Power (西菱动力): Latest price 20.54 yuan, five-day moving average 18.25 yuan, turnover rate 12.74% [1] - Other notable stocks with smaller deviation rates include: - Nengke Technology (能科科技) and Zhongke Soft (中科软), which just crossed the five-day moving average [1]

金融界消息 截至2025年7月29日收盘，格灵深瞳（688207）报收于16.14元，下跌0.06%，换手率 4.04%，成交量7.63万手，成交金额1.23亿元。 天眼查商业履历信息显示，北京格灵深瞳信息技术股份有限公司，成立于2013年，位于北京市，是一家 以从事软件和信息技术服务业为主的企业。企业注册资本25897.3147万人民币，实缴资本13873.5612万 人民币。公司法定代表人为赵勇。 通过天眼查大数据分析，北京格灵深瞳信息技术股份有限公司共对外投资了14家企业，参与招投标项目 48次，知识产权方面有商标信息187条，专利信息130条，此外企业还拥有行政许可4个。 来源：金融界 资金流向方面，今日主力资金净流出1164.59万元，占比成交额9.46%。其中，超大单净流出984.22万 元、占成交额7.99%，大单净流出180.37万元、占成交额1.47%，中单净流出流入952.44万元、占成交额 7.74%，小单净流入212.15万元、占成交额1.72%。 格灵深瞳最新一期业绩显示，截至2025一季报，公司营业总收入767.47万元、同比减少75.02%，归属净 利润4450.40万元，同比减 ...

Group 1 - The MLOps concept index rose by 2.04%, ranking 6th among concept sectors, with 16 stocks increasing in value, including Tuorisi, Xinghuan Technology, and Geling Deep Vision, which rose by 7.56%, 5.77%, and 5.06% respectively [1] - The MLOps sector saw a net inflow of 246 million yuan from main funds, with 13 stocks receiving net inflows, and 5 stocks exceeding 30 million yuan in net inflow, led by Runhe Software with a net inflow of 104 million yuan [2][3] - The top three stocks by net inflow ratio in the MLOps sector were Aobi Zhongguang, Keda Guochuang, and Guanghuan Xinwang, with net inflow ratios of 7.22%, 6.13%, and 6.07% respectively [3][4] Group 2 - The MLOps concept had a total of 16 stocks that increased, while Henghua Technology and Yuxin Technology were among the top decliners, falling by 2.40% and 1.99% respectively [1][2] - The trading volume and turnover rates for key stocks in the MLOps sector showed significant activity, with Tuorisi having a turnover rate of 14.22% and Runhe Software at 8.41% [3][4] - The overall performance of the MLOps sector indicates a positive trend, with several stocks showing strong gains and attracting substantial investment [1][2]

Group 1 - The MLOps concept index increased by 0.33%, ranking 8th among concept sectors, with six stocks rising, including Tuorisi, Xinghuan Technology, and Henghua Technology, which rose by 5.79%, 2.91%, and 2.45% respectively [1] - The top gainers in the MLOps sector were Tuorisi, with a net inflow of 99.55 million yuan, followed by Guanghuan Xinwang, Runhe Software, and Xinghuan Technology, with net inflows of 58.10 million yuan, 24.86 million yuan, and 16.30 million yuan respectively [1] - The overall market saw a net inflow of 0.91 billion yuan into the MLOps sector, with nine stocks receiving net inflows, and six stocks exceeding 10 million yuan in net inflow [1] Group 2 - In terms of capital inflow ratios, Green Alliance Technology, New Point Software, and Xinghuan Technology had the highest net inflow rates at 10.06%, 7.29%, and 7.10% respectively [2] - The MLOps capital inflow leaderboard showed Tuorisi leading with a daily increase of 5.79% and a turnover rate of 12.66%, followed by Guanghuan Xinwang with a decrease of 0.60% and a turnover rate of 3.56% [2][3] - Other notable stocks included Runhe Software with a 0.69% increase and a turnover rate of 6.15%, and Xinghuan Technology with a 2.91% increase and a turnover rate of 4.97% [2][3]

Group 1 - The core viewpoint of the news is that Beijing Geling Shentong Technology Co., Ltd. has experienced significant declines in revenue and net profit in its latest quarterly report, indicating potential challenges for the company moving forward [1] - As of July 10, 2025, Geling Shentong's stock price closed at 14.54 yuan, with a slight increase of 0.41% and a trading volume of 76,900 hands, amounting to a transaction value of 113 million yuan [1] - The company reported total operating revenue of 7.67 million yuan for Q1 2025, a year-on-year decrease of 75.02%, and a net profit attributable to shareholders of 44.50 million yuan, down 64.22% year-on-year [1] Group 2 - Geling Shentong has a current liquidity ratio of 13.143 and a quick ratio of 12.871, indicating strong short-term financial health, while its debt-to-asset ratio stands at 7.50% [1] - The company has made investments in 14 enterprises and participated in 48 bidding projects, showcasing its active engagement in the market [2] - Geling Shentong holds 187 trademark registrations and 129 patents, reflecting its focus on intellectual property and innovation [2]

Group 1 - The core viewpoint is that Beijing Geling Deep Vision Technology Co., Ltd. experienced a significant decline in revenue for 2024, primarily due to a substantial drop in sales from Agricultural Bank [2][3] - The company reported a total revenue of 117 million yuan for 2024, representing a year-on-year decrease of 55.30% [2][3] - Sales from Agricultural Bank decreased by 75.96%, accounting for 44.44% of the annual sales total [3] Group 2 - In the fourth quarter of 2024, the company achieved a revenue of 56.58 million yuan, which constituted 48.26% of the total annual revenue and marked an increase of 33.89 percentage points year-on-year [2][3] - The acquisition of Guokeyi Dao contributed an additional revenue of 15.26 million yuan from smart terminal products [2][3] - The company's accounts receivable at the end of the year amounted to 143 million yuan, reflecting a year-on-year increase of 24.68%, mainly due to the consolidation of Guokeyi Dao [2]