□本报记者万宇 刚刚过去的2025年，对于人工智能领域而言，是硬件落地、场景开花的关键一年。在众多细分赛道中， 机器人产业尤为引人注目。从实验室里的惊艳展示，到工厂车间中的高效分拣，机器人正逐步从科幻走 向现实。 在广发新动力基金经理刘玉看来，这场浪潮才刚刚开始。由其管理的广发新动力从2025年四季度开始重 点关注人形机器人，包括与特斯拉等头部企业深度绑定的供应链标的、技术迭代带来的新增部件需求， 以及国产供应链的成长机会。 "投资创新产业就像是一场需要专业、耐心和定力的长跑。"刘玉说，"我们无法精准预测浪潮的每一个 波纹，但我们相信潮水的方向，是在奔向那由智能机器重新定义生产效率与生活方式的未来港口。这场 航行必然伴有风浪，但唯有驶向深海，才能发现新大陆。" 远景：从"1-10"到"10-100"的跨越 回顾2025年，刘玉认为，机器人产业经历了数个里程碑式的突破。产业进入量产元年，国内机器人产量 超预期，已达到上万台级别。机器人不再仅仅是视频中跳舞、空翻的表演者，而是在物流分拣、工业巡 检甚至家庭服务中承担实际任务的工作者。 更关键的是，成本拐点的出现为产业规模化扫清了障碍。"核心零部件的国产化突破成为降 ...

内容概要：BIOT解决方案的核心目标是打破生物研发、生产制造、质量控制和供应链管理之间的数据 孤岛，实现从"基因到产品"的数据驱动、智能化和可追溯的全生命周期管理。随着BIoT技术优势逐渐凸 显，BIoT解决方案广泛应用于零售及餐饮服务等高频商业领域。以其卓越的技术优势，BIoT解决方案 在物流、能源管理、安全监控等领域也展现出强大潜力。在疫情期间，全球BIoT解决方案市场快速增 长，目前，全球BIoT解决方案市场进入稳定、持续的发展阶段。安卓开放的开发生态系统使全球开发 者能够构建定制化的解决方案。因具有高度兼容性支持广泛的功能，有助于加快其在许多商业使用案例 中的应用，安卓端BIoT解决方案市场逐渐渗透，市场规模持续攀升。2025年，全球BIoT解决方案市场 规模达到2460亿元，安卓BIoT解决方案市场渗透率扩大至15.45%，市场规模达到380亿元。预计2026 年，全球BIoT解决方案市场规模有望达到2580亿元，安卓BIoT解决方案市场渗透率将扩大至17.83%， 市场规模将达到460亿元。 上市企业：新大陆[000997]、百富环球[00327]、斑马技术[ZBRA]、中科英泰[873881] ...

Core Viewpoint - Newland Digital Technology Co., Ltd. has shown fluctuations in stock performance, with a recent decline in share price and mixed capital flow, while the company continues to report growth in revenue and net profit year-on-year. Group 1: Stock Performance - On January 20, Newland's stock price decreased by 2.03%, reaching 28.47 CNY per share, with a trading volume of 178 million CNY and a turnover rate of 0.61%, resulting in a total market capitalization of 28.843 billion CNY [1] - Year-to-date, Newland's stock has increased by 0.53%, with a decline of 2.33% over the last five trading days, a rise of 9.12% over the last 20 days, and an increase of 8.05% over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Newland achieved operating revenue of 5.987 billion CNY, representing a year-on-year growth of 15.17%, and a net profit attributable to shareholders of 918 million CNY, reflecting a year-on-year increase of 12.15% [2] Group 3: Shareholder Information - As of December 19, Newland had 66,300 shareholders, a decrease of 1.57% from the previous period, with an average of 15,192 circulating shares per shareholder, which is an increase of 1.60% [2] - Since its A-share listing, Newland has distributed a total of 2.694 billion CNY in dividends, with 1.062 billion CNY distributed over the last three years [3] - As of September 30, 2025, the second-largest circulating shareholder is Hong Kong Central Clearing Limited, holding 34.9898 million shares, an increase of 10.6021 million shares from the previous period [3]

Investment Rating - The report maintains an "Overweight" rating for the computer sector [4]. Core Insights - In January, Qianwen App achieved over 100 million monthly active users (MAU) and fully integrated with Alibaba's ecosystem to create a "Super Agent" [3][4]. - Alibaba Cloud is significantly increasing its investment in AI infrastructure, aiming to capture 80% of the incremental AI cloud market in China by 2026 [4]. - The brain-computer interface (BCI) industry is experiencing dual drives from policy and capital, with a focus on medical applications and ambitious targets set for 2027 and 2030 [4]. - AI4S is benefiting from policy support, with significant potential for applications in pharmaceuticals and new materials, as well as global innovation in AI applications [4]. Summary by Sections Qianwen App and AI Assistant - Qianwen App's MAU surpassed 100 million within two months of launch, integrating over 400 new features and becoming the first AI assistant to achieve a full-service chain from "search-decision-payment-fulfillment" [4]. Alibaba Cloud Investment - Alibaba Cloud plans to invest over 380 billion yuan in AI infrastructure over the next three years, with a goal to dominate the AI cloud market in China by 2026 [4]. Brain-Computer Interface Industry - The Shanghai government has issued a plan for BCI development, targeting high-quality "brain control" by 2027 and establishing a global innovation hub by 2030 [4]. - Zhejiang Qiang Brain Technology recently raised approximately 2 billion yuan for R&D and production, focusing on non-invasive technologies for rehabilitation [4]. AI4S Policy Support - The Chinese government has prioritized AI4S in its policy framework, with extensive support for its development across various sectors [4]. - Major tech companies like Apple and Google are collaborating to enhance their AI capabilities, indicating a robust market for AI innovations [4].

Group 1 - The three major indices strengthened collectively, with the AI application concept gaining momentum, as evidenced by the financial technology ETF Huaxia (516100) rising by 5.19% [1] - As of January 13, the financial technology ETF Huaxia has seen a net value increase of 46.05% over the past year, with the highest monthly return since inception reaching 55.18% and an average monthly return of 9.96% [1] - Longcheng Securities noted that market volume has continued to expand, surpassing 30 trillion, with margin financing and securities lending reaching new highs, indicating favorable conditions for brokerage and financial IT sectors [1] Group 2 - The Huaxia financial technology ETF closely tracks the CSI Financial Technology Theme Index, which has its top ten weighted stocks including Dongfang Wealth, Tonghuashun, and Guiding Compass, collectively accounting for 51.09% of the index [1] - The top ten stocks in the index have shown significant price increases, with Tonghuashun rising by 8.55% and Dongfang Wealth by 2.45%, reflecting strong performance in the financial technology sector [3]

21智讯1月13日电，民德电子公告，新大陆数字技术股份有限公司因实施减持计划，通过集中竞价交易 方式累计减持公司股份1,638,364股，本次权益变动后持有公司股份8,556,153股，占公司总股本的 4.9999%。本次权益变动完成后，新大陆不再为持有公司5%以上股份的股东。信息披露义务人不属于公 司控股股东和实际控制人，本次权益变动不会导致上市公司控制权发生变化，不会对公司治理结构及持 续经营产生影响。 ...

Summary of Key Points from Conference Call Records Industry Overview - The AI application market is experiencing a strong upward trend, with the computer sector showing a high probability of growth in February, suggesting a recommendation to increase positions in AI computing due to currently low holdings [2][1]. Company-Specific Insights 合合信息 (Hehe Information) - Transitioning from an OCR company to a multi-modal company, with a global monthly active user base of approximately 189 million, primarily from overseas markets. The company is expected to see significant growth, with a PS ratio indicating at least 50% growth potential [4][1]. 卓翼信息 (Zhuoyue Information) - Positioned in the AI Q point sector, which accounts for 50% of global Talkies consumption. The company has shown strong growth in its product lines and has a robust stock incentive plan indicating confidence in future business development [5][6]. 金山办公 (Kingsoft Office) - Currently valued at historical lows around 20 times PS, with AI monthly active users exceeding 50 million. The company is expected to see a significant acceleration in performance, making it a key investment target [7][1]. 汉得信息 (Hand Information) - Strong capabilities in AI implementation, particularly in large state-owned enterprises. The company has a solid order acquisition ability and is recognized for its stability and growth potential in the AI sector [8][9]. 税友股份 (Tax Friend) - A leading pure subscription SaaS company in the B-end tax software sector, with significant growth expected due to AI functionality improvements. The company is currently undervalued at less than 15 times PE, indicating substantial upside potential [10][1]. 盟科科技 (Mengke Technology) - A leader in military AI applications, with a strong revenue base from AI Agent services. The company is expanding into robotics and commercial aerospace, with a valuation that remains low compared to its peers [11][12]. 新大陆 (Newland) - Collaborating closely with Alibaba to launch a merchant-side AI product, with significant growth potential in cross-border payments. The company is currently undervalued at 18-19 times PE, with a strong performance trajectory [13][1]. 科大讯飞 (iFLYTEK) - As a leader in the education sector, the company is expected to see over 50% profit growth in the coming years, with a low current valuation and strong market potential [14][16]. 虹软科技 (Horizon Robotics) - A key player in the AI multi-modal field, with significant partnerships and revenue growth expected in AI applications. The company is also focusing on smart driving and has seen substantial profit increases [17][18]. 同花顺 (Tonghuashun) - A leader in the AI+finance sector, with strong growth potential in its product offerings. The company is expected to see significant profit increases, with a market space that remains underappreciated [19][1]. 锐明技术 (Ruiming Technology) - A leading company in intelligent commercial vehicle driving, with a focus on SaaS revenue models. The company is expected to achieve significant revenue growth through its subscription-based services [20][1]. 外星科技 (Alien Technology) - Positioned well in the multi-modal technology space, with strong revenue growth expected from its AI applications. The company is focusing on mobile strategies to enhance profitability [21][1]. 彩讯股份 (CaiXun) - Actively expanding in AI computing and voice applications, with significant revenue growth expected in the coming years. The company is also investing in intelligent robotics [22][1]. 360 公司 (360 Company) - Increasing investments in both C-end and B-end AI applications, with significant revenue growth in C-end products. The company is also enhancing its B-end offerings with new security solutions [23][24]. 用友网络 (Yonyou Network) - As a leading ERP provider, the company is leveraging AI to improve performance, with significant growth in signed contracts and expected profitability improvements [25][1]. 汇晨股份 (Huichen) - Strong in vertical data accumulation and collaboration with large models, enhancing its competitive edge in the market [26][1]. 汇成公司 (Huicheng) - Exhibiting strong confidence in AI application revenue growth, with a focus on various sectors including healthcare and home services [27][1]. 福昕软件 (Foxit Software) - A leader in the PDF industry, with significant growth in subscription revenue and a strong focus on AI capabilities in document management [28][29]. Conclusion - Several companies within the AI application sector are showing promising growth trajectories and investment opportunities, particularly in the fields of SaaS, AI computing, and multi-modal technologies. The overall sentiment is optimistic, with recommendations for increased investment in these areas.

登录新浪财经APP 搜索【信披】查看更多考评等级 新大陆数字技术股份有限公司（以下简称"公司"）于2025年4月21日、2025年5月20日分别召开第九届董 事会第七次会议、2024年年度股东大会，审议通过了《关于续聘会计师事务所的议案》，同意续聘容诚 会计师事务所（特殊普通合伙）（以下简称"容诚会计师事务所"）为公司2025年度财务报表及内部控制 的审计机构。详细内容请见公司于2025年4月23日披露在巨潮资讯网（www.cninfo.com.cn）的《关于续 聘会计师事务所的公告》（公告编号：2025-020）。 近日，公司收到容诚会计师事务所出具的《关于变更签字会计师的函》，现将有关事项公告如下： 一、签字会计师变更情况 容诚会计师事务所作为公司2025年度财务报表和内部控制的审计机构，原指派胡素萍女士、陈思荣先 生、葛骅先生为项目签字会计师，鉴于原签字会计师陈思荣先生工作调整，经容诚会计师事务所安排， 将签字会计师变更为柯锋宇先生。公司的签字会计师由胡素萍女士、陈思荣先生、葛骅先生变更为胡素 萍女士、葛骅先生、柯锋宇先生。 二、本次变更人员基本信息 （一）基本信息 项目签字注册会计师：柯锋宇，2022 ...

证券代码：000997 证券简称：新大陆 公告编号：2026-001 新大陆数字技术股份有限公司 关于变更签字会计师的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 新大陆数字技术股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日、 2025 年 5 月 20 日分别召开第九届董事会第七次会议、2024 年年度股东大会，审 议通过了《关于续聘会计师事务所的议案》，同意续聘容诚会计师事务所（特殊 普通合伙）（以下简称"容诚会计师事务所"）为公司 2025 年度财务报表及内部 控制的审计机构。详细内容请见公司于 2025 年 4 月 23 日披露在巨潮资讯网 （www.cninfo.com.cn）的《关于续聘会计师事务所的公告》（公告编号：2025-020）。 近日，公司收到容诚会计师事务所出具的《关于变更签字会计师的函》，现 将有关事项公告如下： 一、签字会计师变更情况 （一）基本信息 项目签字注册会计师：柯锋宇，2022 年成为中国注册会计师，2019 年开始 从事上市公司审计业务，2019 年开始在容诚会计师事务所执业；近三年未签署 过 ...

内容来源：2025年12月28日，笔记侠在海南自贸港陵水举办的《看不见的新大陆：第五代企业家逆风进化——柯洲和他的创业者朋友年度演 讲》。 分享嘉宾：柯洲，笔记侠创始人，第五代企业家倡导者 责编| 柒 排版| 日月 第 9379 篇深度好文：5189 字 | 12 分钟阅读 《看不见的新大陆》系列 家纺行业：尚佰环球 笔记君说： 240万人观看12月28日年度演讲直播之余，我们从1月1日通过笔记侠公众号持续更新《看不见的新大陆》第五代企业家案例，欢迎关注。和其他案例 我想说的第7个行业，是纺织行业。在这里看见了新大陆的，是尚佰环球，是为欧美消费者从大学生、中产家庭主妇、中老年人做好每一张床，布置好每 一间房，陪伴每一段人生，覆盖每一个季节。 2025年，尚佰环球海外收入规模7.7亿美元，行业第一，大幅领先，紧随其后的品牌在两三亿美元，大部分企业在一亿美元左右。 尚佰环球总经理朱兴建看到的"新大陆"，是用全球化的资源创造一个国际化的品牌。 根据国家相关部门的数据统计，中国有100多种产品产量全球第一：家电、新能源汽车、玩具、服装、家纺、家居等等。 虽然家纺也在其中，但在海外市场，从床单到毯子，门槛低到随便一个工 ...