雷军表示，本次挑战赛旨在推动音频编码器对音频大语言模型（LALM）的增效，欢迎报名！ 12月15日，小米公司创始人、董事长、首席执行官雷军发文宣布，小米联合萨里大学、清华大学、海天 瑞声联合发起第二届音频编码器能力挑战赛，将于明年9月同步亮相国际语音顶级会议 Interspeech 2026，目前已正式开放报名。 国际语音顶级会议 Interspeech 2026 将于明年 9 月在澳大利亚悉尼举行。由小米、萨里大学、清华大 学、海天瑞声联合发起的第二届 Audio Encoder Capability Challenge（AECC）音频编码器能力挑战赛将 同步亮相 Interspeech 2026，目前已正式开放报名。 当前，音频大语言模型（LALMs）发展迅速，但大多数主流模型在音频前端编码器上选择非常单一， 几乎均基于 OpenAI Whisper Encoder。这种对单一技术的依赖不利于模型架构的多样化探索，也限制了 LALMs 整体能力的进一步提升。为应对音频理解能力不断增长的需求，本次挑战赛将聚焦于音频编码 器这一核心模块，重点评估其在复杂真实场景下的理解与特征表示能力。 一、比赛介绍 1.1 ...

证券之星消息，12月9日软件开发板块较上一交易日下跌1.4%，艾融软件领跌。当日上证指数报收于 3909.52，下跌0.37%。深证成指报收于13277.36，下跌0.39%。软件开发板块个股涨跌见下表： 从资金流向上来看，当日软件开发板块主力资金净流出38.31亿元，游资资金净流入4.68亿元，散户资金 净流入33.63亿元。软件开发板块个股资金流向见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 ...

Market Overview - The Shanghai Composite Index closed at 3928.73 points, above the annual line, with a gain of 0.66% [1] - The total trading volume of A-shares reached 16683.26 billion yuan [1] Stocks Breaking Annual Line - A total of 81 A-shares have surpassed the annual line today, with notable stocks including Tianli Composite, Wanshili, and Sanrenxing, showing divergence rates of 11.85%, 9.63%, and 9.17% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Mingyang Electric, Meixin Technology, and Yinzhijie [1] Top Stocks by Divergence Rate - Tianli Composite (code: 920576) had a daily increase of 20.67% with a divergence rate of 11.85% [1] - Wanshili (code: 301066) increased by 10.08% with a divergence rate of 9.63% [1] - Sanrenxing (code: 605168) rose by 10.00% with a divergence rate of 9.17% [1] Additional Notable Stocks - Nanjing Shanglv (code: 600250) increased by 9.98% with a divergence rate of 8.18% [1] - Xiexin Integrated (code: 002506) rose by 9.96% with a divergence rate of 7.86% [1] - Daye Co. (code: 603278) increased by 9.98% with a divergence rate of 7.79% [1]

人工智能数据服务商海天瑞声(688787)12月5日举办2025年第三季度业绩说明会，公司高管回应了第三 季度收入下降的原因，并表示公司已经与地方政府的合作形成清晰模式，看好具身智能领域数据增长需 求。 今年前三季度，海天瑞声实现营业收入2.34亿元，同比增长近57%，归属于上市公司股东的净利润近 418万元，同比增长约10%，其中第三季度公司盈利同比下降近九成，毛利率下滑。 在境外市场，公司受益于海外科技巨头持续推进以智能终端为代表的国际化战略，其对高质量、多语种 的OCR识别与多语言文本理解数据的需求增长强劲；另一方面，公司去年在东南亚部署的本地化数据 交付体系已进入稳定运营阶段，成功开拓了面向海外客户的定制化数据服务市场，为公司带来了持续增 长的海外业务收入。 "基于在东南亚基地的成功经验，公司下一步会考虑规划在东南亚其他地区拓展类似基地。"公司高管表 示，通过新基地拓展，一方面，持续为公司带来稳定的收入和利润增量；另一方面，公司将通过拓展的 基地进一步推动海外定制业务的发展，并重点开拓高端数据标注市场。 另外，公司非常看好具身智能数据领域作为高增长的新兴赛道，已组建具身智能数据专项团队开展相关 业务， ...

人民财讯12月5日电，12月5日，海天瑞声高管在2025年第三季度业绩说明会上就豆包是否使用公司数据 的问题回复，智能终端侧的AI Agent预计将成为继智能驾驶之后又一个重要的AI落地场景，会带来新型 的数据需求。字节跳动多年以来是海天瑞声的重要客户之一，公司为其提供智能语音、计算机视觉以及 自然语言等各类数据产品或服务。公司相关数据是否用于其豆包手机助手，请以字节跳动发布的相关信 息为准。 ...

人民财讯12月5日电，12月5日，海天瑞声高管在2025年第三季度业绩说明会上就第三季度收入增速放缓 表示，主要系部分大额政府项目收入节点确认影响。目前，相关项目均正常履约、推进，预计相应收入 将在第四季度或期后陆续确认。因此，将带动四季度的单季度收入增速提升，并有望带动公司2025年全 年收入实现较好增长。 ...

Core Viewpoint - The company is optimistic about the emerging field of embodied intelligence data, which is seen as a high-growth sector, and has established a dedicated team to develop related business initiatives [2] Group 1: Business Development - The company has initiated site selection for specialized companies in multiple cities across the country to support its embodied intelligence data business [2] - The company has formed partnerships with several leading robotics manufacturers and is engaging with major tech firms and local governments to align on order demands [2] Group 2: Market Potential - The national government has prioritized embodied intelligence as a key industry for future development, indicating significant market potential [2] - There is a growing demand from both domestic and international tech companies for large-scale procurement of embodied intelligence data, which includes interaction data for robots in real-world scenarios and data needed to build simulation models [2] Group 3: Collaboration and Infrastructure - Local governments are actively planning the construction of "embodied intelligence training grounds" to collect high-quality data, which will empower research and industrial applications [2] - The company is currently advancing the design and implementation of sample data delivery and training ground solutions to lay a solid foundation for the accelerated development of its embodied intelligence data business [2]

证券之星消息，12月1日IT服务板块较上一交易日上涨0.86%，星图测控领涨。当日上证指数报收于 3914.01，上涨0.65%。深证成指报收于13146.72，上涨1.25%。IT服务板块个股涨跌见下表： 从资金流向上来看，当日IT服务板块主力资金净流出5.91亿元，游资资金净流出8346.74万元，散户资金 净流入6.74亿元。IT服务板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300170 汉得信息 | | 4.57 Z | 13.36% | -1.30 Z | -3.80% | -3.27 Z | -9.55% | | 300496 中科创达 | | 1.73亿 | 8.68% | 286.59万 | 0.14% | -1.76 Z | -8.82% | | 000034 神州数码 | | 1.39 Z | 9.97% | -5722.78万 | -4.12% | -8131. ...

Group 1 - The core viewpoint emphasizes that artificial intelligence is becoming a key driver for urban industrial upgrades in Beijing during the critical period of the "14th Five-Year Plan" [1] - The founder and chairman of Haitian Ruisheng, He Lin, has led the company to evolve from a "data supplier" to an "AI infrastructure provider," with asset scale increasing from 500 million to nearly 900 million yuan and maintaining a revenue growth rate of over 24% [1] - He Lin highlights that Beijing possesses nearly half of the national AI enterprises and suggests a shift from "project support" to "ecosystem design" for future development [1][2] Group 2 - The "14th Five-Year Plan" is identified as a window period for large-scale AI implementation and a critical phase for data infrastructure development [2] - The company aims to deepen its focus on AI training data, establishing a comprehensive capability system covering data collection, governance, annotation, and quality inspection [2] - He Lin envisions that as AI becomes a foundational capability in cities, it will integrate deeply into various industries, stimulating innovation and promoting higher-level development for both industries and cities [2]

Market Review - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) increased by 2.07% on November 25, with a strong early performance followed by a slight afternoon pullback, maintaining high-level fluctuations overall [1] - Notable stocks included Lingyun Optics, which surged by 10.18%, and Haitai Ruisheng, which rose by 9.29%, with several other stocks like Hengxuan Technology and Sikan Technology also showing gains exceeding 6%, indicating significant profitability in the sector [1] - The total trading volume exceeded 73 million yuan, reflecting active trading conditions. Despite a slight outflow of funds on that day, the trend of net inflows over the past five days and a peak single-day capital absorption of over 170 million yuan suggest ongoing investment in core assets of the AI industry chain [1] - The Robot ETF (562500) rose by 0.32%, demonstrating resilience with a "high-low pullback" pattern. Key stocks like Bojie Co. hit the daily limit, while Ruisheng Technology increased by over 4% [1] - The Robot ETF has seen net inflows for five consecutive trading days, accumulating over 1.3 billion yuan, indicating strong market interest and active reallocation of funds within the sector [1] Hot News - A announcement from Aowei New Materials stated that the first meeting of the fourth board of directors will be held on November 25, 2025, where Peng Zhihui was elected as chairman, and Tian Hua was appointed as CEO, with terms aligned with the board's duration [2] - Efort responded to investor inquiries about its super factory, confirming that the first phase of the global headquarters project commenced construction in September 2023 and is progressing as planned [2] - Obit Zhongguang highlighted the advantages of its Gemini series binocular structured light cameras and Femto series iToF cameras, which meet the perception and interaction needs of humanoid robots in complex environments, with successful adaptations to major manufacturers [2] Institutional Views - Open Source Securities predicts that by 2025, China's humanoid robot industry will thrive due to top-level design and collaborative innovation across the entire industry chain, with companies like Tesla and Xiaopeng setting clear mass production timelines and initiating robot factory construction [3] - The domestic production of core components is advancing rapidly, with significant breakthroughs in key technologies such as reducers and dexterous hands, enhancing the industry's self-control capabilities [3] Popular ETFs - The Robot ETF (562500) is the only ETF in the market with a scale exceeding 20 billion yuan, offering the best liquidity and comprehensive coverage of China's robot industry chain, facilitating investors' access to the sector [4] - The Sci-Tech Innovation Artificial Intelligence ETF (Hua Xia, 589010) is described as the "brain" of robotics, with a 20% fluctuation limit and small-cap elasticity, aimed at capturing pivotal moments in the AI industry [4]