证券日报网讯12月16日，云从科技在互动平台回答投资者提问时表示，低空经济是国家重点关注的新兴 产业方向，人工智能技术在其中具有重要支撑作用。公司依托在计算机视觉、智能分析与决策以及大模 型平台等方面的技术积累，积极探索人工智能在低空场景中的应用价值。在无人机等飞行器相关领域， 公司可通过图像识别、目标感知和数据处理能力，为低空运行中的导航辅助、监测巡检和安全管理提供 技术支持。同时，公司持续推进与产业链伙伴的协同合作，关注低空经济相关应用的技术适配与场景拓 展。未来，公司将结合市场需求和自身技术优势，稳步推进相关领域的探索与布局。 ...

Core Viewpoint - Yuncong Technology (688327.SH) has launched the "Shenyi Yuncong Artificial Intelligence Industry Investment Fund" with partners, aiming to promote the systematic and large-scale development of the next generation of artificial intelligence industry with an initial scale of 300 million yuan [1]. Group 1: Fund Focus Areas - The fund will focus on three main directions to provide stable support for the implementation of artificial intelligence applications: [2] - Empowering foundational capabilities by investing in key AI infrastructure such as intelligent computing power, trusted data spaces, and embodied intelligence training grounds [2]. - Driving industry practices by concentrating on key areas like urban governance, modern finance, and advanced manufacturing to accelerate the large-scale implementation of industry intelligent agents [3]. - Cultivating the ecosystem of embodied intelligence by supporting high-quality enterprises that align with the embodied intelligence industry chain, aiming to build a sustainable and win-win AI industry ecosystem [4]. Group 2: Company Goals - The goal of the fund is to establish a leading domestic artificial intelligence corporate venture capital (CVC) [4]. - Yuncong Technology, as the first AI platform company listed on the Sci-Tech Innovation Board and one of the early AI enterprises, aims to leverage over 10 years of experience in the AI industry to bring certain technological and ecological value to partners and invested companies, facilitating the evolution of artificial intelligence from "point breakthroughs" to "systematic evolution" [4].

Core Viewpoint - CloudWalk Technology (688327.SH) has officially launched the "Shenyi Cloudwalk Artificial Intelligence Industry Investment Fund" in collaboration with Deep Industry Capital and Shenzhen Technology Park, with an initial scale of 300 million yuan [2] Group 1: Fund Overview - The fund will focus on AI infrastructure, industry intelligent applications, and embodied intelligence ecosystem cultivation, aiming to promote systematic and large-scale development of the next generation of the AI industry [2] - This fund marks CloudWalk Technology's first initiative in establishing an AI industry fund after years of deep engagement in the AI industry chain [2] Group 2: Strategic Collaborations - The fund's contributors are recognized for their unique resource advantages in their respective fields, serving not only as investors but also as "super scene providers" for technology implementation [3] - Deep Industry Capital focuses on biomedicine and high-end manufacturing, aiming to create a positive cycle through a "capital + industry" dual-drive model [3] - Shenzhen Technology Park is developing dedicated parks and incubators for AI applications, aiming to accelerate the cultivation of new productive forces [3] Group 3: Investment Focus - The fund will emphasize three main areas: empowering foundational capabilities, driving industry practices, and nurturing the embodied intelligence ecosystem [6][7] - Investments will target key AI infrastructure such as intelligent computing power and trusted data spaces, as well as accelerate the large-scale implementation of intelligent applications in urban governance, modern finance, and advanced manufacturing [6] Group 4: Long-term Vision - CloudWalk Technology aims to leverage its over ten years of experience in the AI industry to create a leading domestic AI corporate venture capital (CVC) [7] - The fund seeks to transform AI technology from "project-level applications" to deep integration within production processes, fostering replicable experiences in manufacturing intelligence transformation [5][7]

人民财讯12月16日电，企查查APP显示，近日，深圳市云集智体科技有限公司成立，注册资本1000万 元，经营范围包含：人工智能应用软件开发；人工智能硬件销售；数字技术服务等。企查查股权穿透显 示，该公司由云从科技全资子公司广州云从长嬴投资有限公司等共同持股。 转自：证券时报 ...

人民财讯12月16日电，12月16日，云从科技(688327)与深业资本、深圳科技园联合宣布发起设立"深业 云从人工智能产业股权投资基金"，赣深母基金、宁波奇精集团等多家机构共同出资，首期规模3亿元。 基金将聚焦智能算力与可信数据空间等AI基础设施、城市治理/金融/制造等行业智能体以及具身智能生 态，依托深业集团、赣深产业基金、宁波奇精集团等出资方产业资源，推进AI技术在实体经济中的体 系化落地。 ...

Group 1: AI Industry Trends - The AI industry is transitioning from cloud-based computing to edge devices, with significant advancements in hardware capabilities being essential for practical applications [2][3] - High costs associated with AI inference and training are major barriers to widespread adoption, prompting a need for cost-effective solutions [3][4] - The demand for printed circuit boards (PCBs) is surging due to the AI boom, with leading companies like Pengding Holdings experiencing increased profitability and market valuation [4][5] Group 2: Company Innovations and Strategies - AMD has introduced solutions that reduce the cost of deploying AI models on edge devices, making advanced AI applications more accessible across various sectors [2] - Midea Group is focusing on the integration of AI and robotics, with a strong emphasis on developing humanoid robots for industrial and commercial applications [5][6] - Companies like Haalo are exploring the Robotaxi market, indicating a growing recognition of the commercial viability of AI-driven transportation solutions [9][10] Group 3: Challenges and Opportunities - The AI sector faces challenges in commercializing applications and controlling costs, with many companies yet to achieve profitability [8][9] - The integration of AI into traditional industries is seen as a strategic necessity for survival and growth, with companies like Liaoning Chengda pivoting towards technology-driven sectors [12] - The need for high-quality data and deep industry understanding is critical for companies to maintain a competitive edge in the evolving AI landscape [11][12]

近日，云从科技(688327)联合上海交通大学、香港科技大学(广州)等多所高校及科研机构，共同发布全 球首个针对"空对空"场景的百万级多模态反无人机视觉追踪基准UAV-Anti-UAV，同步推出基于Mamba 架构的强力基线模型MambaSTS。 针对视频追踪的因果特性，模型还优化为单向扫描机制，更契合实时追踪需求。在50个主流深度追踪算 法的评测中，MambaSTS表现突出，在全部5项核心指标上均排名第一，AUC达0.437、mACC达0.443， 较第二名领先6.6个百分点。 值得关注的是，该模型在传统"空对地""地对空"数据集上同样取得SOTA性能，证明其具备强大的泛化 能力，并非局限于特定场景的"过拟合"模型。 在业内看来，UAV-Anti-UAV基准的发布，为行业提供了统一的技术评测标准，将加速反无人机技术的 迭代升级；MambaSTS模型的技术突破，则为实战化应用提供了高效解决方案，可广泛应用于安防监 控、空域管理、重大活动安保等场景。 据介绍，该成果填补了低空动态追踪领域的技术空白，为反无人机实战化应用提供了核心支撑，标志着 我国在多模态大模型与低空安全技术融合领域取得重要突破。 随着低空经济的 ...

Group 1 - The AI PC concept sector experienced a decline of 1.07%, ranking among the top losers in the concept sector, with notable declines from companies such as Shenghong Technology and Jiangbolong [1] - Among the AI PC concept stocks, four companies saw price increases, with Aoshikang, Siquan New Materials, and Yuncong Technology rising by 3.95%, 3.42%, and 1.00% respectively [1] - The top-performing concept sectors today included Hainan Free Trade Zone, which rose by 6.72%, and Duty-Free Shops, which increased by 3.01% [1] Group 2 - The AI PC concept sector faced a net outflow of 3.146 billion yuan, with 42 stocks experiencing net outflows, and six stocks seeing outflows exceeding 100 million yuan [1] - Shenghong Technology led the net outflow with 1.084 billion yuan, followed by Demingli and Changying Precision with net outflows of 324.21 million yuan and 217.60 million yuan respectively [1] - The stocks with the highest net inflows included Zhongshi Technology, with an inflow of 16.21 million yuan, and Shengli Precision, with an inflow of 9.20 million yuan [2]

Core Insights - The global AI agent market is experiencing explosive growth, with significant advancements in AI capabilities for mobile operations [1][3]. Group 1: AI Agent Development - Zhiyu announced the open-source of its core AI agent model AutoGLM, which can perform complex mobile operations such as food ordering and flight booking [2]. - AutoGLM supports over 50 high-frequency Chinese applications, marking it as the first AI agent with mobile operation capabilities [2]. - Zhiyu's GLM-4.5 ranked third globally in a comprehensive evaluation of AI capabilities, indicating strong market recognition [2]. Group 2: Market Growth Projections - The global AI agent market is projected to reach $11.3 billion by 2025 and nearly $50 billion by 2030, with a compound annual growth rate (CAGR) exceeding 30% in China from 2025 to 2030 [3][6]. - The Chinese AI agent market is expected to grow from 6.9 billion yuan in 2025 to nearly 30 billion yuan by 2030 [3]. Group 3: Capital Expenditure Trends - Major global tech companies are increasing capital expenditures to accelerate the commercial application of generative AI [5]. - China's four major cloud service providers have spent approximately $45 billion on capital expenditures over the past 12 months [6]. - The capital expenditure for AI agent concept stocks in the A-share market is projected to reach 26.53 billion yuan in 2024, a year-on-year increase of over 10% [6]. Group 4: Stock Performance and Institutional Interest - The average annual increase for AI agent concept stocks in the A-share market exceeds 25%, with over half of the stocks rising more than 10% [7]. - Eight concept stocks have seen significant institutional interest, with Shanghai Steel Union receiving over 150 institutional surveys this year [8]. - Financing balances for AI agent concept stocks have increased by nearly 45% compared to the end of last year, indicating strong investor interest [7].

Core Insights - The company aims to build an "AI infrastructure" that serves as a stable and powerful computing foundation for its self-developed "Congrong large model" and external clients [1] - The "AI intelligent agent" is designed based on a "perception-cognition-decision" technology loop, enabling multi-modal interaction and intelligent business flow orchestration [1] - The combination of these elements creates a complete value chain: "computing power supports the model, the model drives the intelligent agent, and the intelligent agent empowers various industries" [1] - The company has achieved commercial implementation in multiple sectors, including finance, government, and manufacturing [1]