2026.03. 08 本文字数：2135，阅读时长大约4分钟 作者 | 第一财 经 安卓 "从我国实际看，无论是培育壮大新兴产业、超前布局未来产业，还是传统产业的创新和绿色化、智 能化转型，都需要进一步发挥资本市场功能，加快推动科技创新和产业创新融合发展。而新质生产力 的发展又必将支撑资本市场更高质量地发展，并为投资者带来更好的回报、持续的回报。"3月6日， 在十四届全国人大四次会议经济主题记者会上，中国证监会主席吴清的这番话，在两会代表委员中引 发热烈反响。 今年全国两会期间，"资本市场"与"新质生产力"成为高频词。深市代表委员们普遍认为，在"十五 五"规划的开局之年，资本市场与新质生产力正在形成一种前所未有的"双向驱动"格局。 资本市场与科技创新的"双向驱动" 吴清的发言在来自高新技术企业的代表委员中激起强烈共鸣。多位深市代表委员结合自身实践，畅谈 资本市场对企业攻坚核心技术的全方位支撑。 "科技创新离不开持续的资金投入，主板IPO募资不仅为公司技术研发、设备升级提供了坚实的资金 保障。同时也推动科技创新融入更优质的产业生态，其强大的产业集群效应，为我们搭建了交流合作 的平台，便于我们对接行业内优质创新 ...

Core Insights - iFLYTEK is showcasing its All-In-One AI Solutions at MWC26, which integrates hardware and software for private AI computing and model deployment, aimed at helping governments and enterprises build their own AI capabilities [1][2] Group 1: Product Features - The All-In-One AI Solutions provide a fully integrated system that optimizes and automates core business processes through AI, specifically designed for industries with strict security needs such as media, telecommunications, government, and finance [2] - The system operates on local computing and dual large-model engines, ensuring stable performance and compliance with high security standards by running fully offline [3] - The solution has demonstrated significant improvements in practical applications, such as an 85% increase in accuracy and a tripling of transcription efficiency for media teams, while also reducing costs and ensuring data security [4] Group 2: Agent Platform - iFLYTEK's Agent Platform allows organizations to quickly convert existing workflows into AI-powered applications, enabling teams to build on current processes rather than starting from scratch [7] - The platform features no-code and low-code tools, facilitating rapid development and deployment of AI applications without complex programming, and supports multimodal interaction for more natural communication [8] Group 3: Proven Applications - At MWC26, iFLYTEK is presenting over 30 curated Super Agents, with the platform ecosystem now encompassing more than 1.3 million intelligent agents, indicating significant real-world adoption [9] - Two flagship applications include OceanDoc, which generates structured professional reports in seconds and is used by over 8 million users globally, and OmniAvatar, which enables low-cost multilingual marketing video creation for organizations [9] Group 4: Strategic Vision - iFLYTEK emphasizes that AI creates value when it can be deployed, trusted, and used at scale, combining local AI infrastructure, intelligent agents, and proven applications to enhance enterprise productivity [11]

Core Insights - iFLYTEK showcased a comprehensive lineup of virtual human technologies at MWC26, generating significant interest and demonstrating capabilities in real-world applications [1][12] Group 1: GuideX and Service Integration - GuideX is iFLYTEK's intelligent virtual human solution designed for high-traffic public environments, managing the full passenger service flow in settings like airports [3][4] - The system integrates multiple functions such as greeting, answering questions, check-in assistance, and gate guidance into a single interface, enhancing operational efficiency [4] - GuideX supports multimodal interaction, including voice, touch, gesture, and visual recognition, functioning as an intelligent service hub [5] Group 2: Mobile Digital Human and Dynamic Services - iFLYTEK introduced the Mobile Digital Human, which combines multimodal interaction with autonomous navigation, suitable for dynamic environments like exhibition halls and museums [7] - This system extends virtual human services beyond stationary touchpoints, providing contextual explanations in real time as it moves alongside visitors [7] Group 3: OmniAvatar and Personalization - OmniAvatar is a virtual human creation platform that allows for rapid cloning of voice and appearance, enabling customized service avatars [8] - In collaboration with the China Disabled Persons' Federation, it assists individuals in creating personalized avatars and synthetic voices, as well as digital twins for media professionals [9] Group 4: Embodied AI and Real-World Presence - iFLYTEK Guide01 is an embodied AI service robot that showcases lively demonstrations, providing a tangible physical presence in real-world environments [10] - The integration of flexible mobility and AI perception capabilities enhances the interaction between humans and AI [10] Group 5: Strategic Vision - iFLYTEK aims to integrate its virtual human technologies into real service scenarios across various industries, promoting efficient service delivery and natural human-AI interaction [12]

Core Insights - iFLYTEK launched AINOTE 2, an AI-powered e-ink tablet aimed at enhancing professional productivity through focused thinking, secure communication, and smarter workflows [1] Product Features - AINOTE 2 is recognized as the world's thinnest e-ink tablet, combining a paper-like writing experience with an ultra-thin design [3] - The device offers a distraction-free workspace, enabling professionals to maintain focus and efficiency in demanding environments [3] - It features one-click recording and real-time transcription in 16 languages, capturing conversations to allow users to stay engaged [4] - Real-time translation in 11 languages and speaker identification facilitate seamless cross-border collaboration [4] - Handwritten notes can be converted into searchable text in 133 languages, ensuring easy retrieval of insights [5] AI Capabilities - iFLYTEK announced expanded AI capabilities, including enhanced large-model support such as Gemini 3 and offline transcription [6] Privacy and Trust - AINOTE 2 supports offline transcription, allowing sensitive conversations to be recorded without an internet connection, addressing data privacy concerns [8] Target Audience - The device is designed for various professionals, including executives, sales teams, students, and researchers, providing a full 10.65-inch e-ink workspace for focused reading and note-taking [9] Sustainability Commitment - iFLYTEK emphasizes sustainable product design by incorporating eco-conscious materials into AINOTE 2, supporting long-term environmental responsibility [11]

Core Viewpoint - The government work report emphasizes the development of a "new intelligent economy" and the integration of technology and industry, highlighting the importance of artificial intelligence (AI) and its application across various sectors [4][5][6]. Group 1: Intelligent Economy - The report introduces the concept of "new intelligent economy," calling for the promotion of new intelligent terminals and AI applications in key industries [4][5]. - Industry leaders express strong support for the government's focus on AI, indicating a shift from AI as a mere technology to a driver of value creation across sectors [5][6]. - The report outlines the need for deep integration of technology innovation and industrial innovation, marking a significant trend in the economy [6]. Group 2: Technological Infrastructure - The report mentions the implementation of large-scale intelligent computing clusters and the need for coordinated power supply, suggesting a focus on enhancing the efficiency of energy and computing resources [7]. - Recommendations include establishing a unified national electricity market to support intelligent computing centers and reduce energy costs for AI development [7]. Group 3: Future Industries - The report emphasizes the cultivation of future industries such as quantum technology, embodied intelligence, and 6G, indicating a strategic focus on advancing new productive forces [12][15]. - Industry representatives highlight the importance of developing quantum communication and embodied intelligence, with a call for government support in overcoming common challenges in these fields [12][15]. Group 4: International Logistics and Trade - The report stresses the need to strengthen international logistics systems and expand digital trade, which is seen as beneficial for companies engaged in global supply chain services [16][17]. - Companies are adapting to a shift from "stocking mode" to "branding mode" in cross-border logistics, necessitating higher standards for logistics stability and compliance [16]. Group 5: AI and Data Security - The report raises concerns about data security and user authorization in AI applications, highlighting the need for regulatory frameworks to address potential issues arising from data usage [9][10]. - Experts emphasize the importance of user rights and data protection in the deployment of AI agents, advocating for clear guidelines on data handling and user consent [10].

与此同时，X2也被归纳为一次面向可用性的升级：数学、语言理解、推理、翻译等能力继续加强， 同时更强调智能体能力与工程化部署效率——这些听起来"偏底层"的变化，恰恰决定了终端产品在 真实场景里能否跑得稳、跟得上、扛得住。 MWC展台上那副40克的眼镜，其实把底座能力的难点展示得很具体：同传不是简单的"翻译"，它要 在嘈杂环境里先把声音听清、把人声分离、把语义理解连贯起来，再把译文以低时延输出。展会现场 的噪声、混响、多人叠话、口音差异、临场表达，是对识别和翻译最不友好的变量。眼镜提出的唇动 识别多模态降噪思路，像是把问题拆开重做：让摄像头提供额外信号，让骨传导麦克风提供更干净的 声源线索，再把音视频信息融合，去锁定目标讲话人。 3月2日至3月5日，MWC 2026的巴塞罗那展馆里，AI眼镜几乎成了每个展台都想抓住的"下一代入 口"。 科大讯飞把这股风潮具象化成一副更有刚需场景的产品：讯飞AI眼镜首次亮相，主打把多模态同声传 译集成进日常佩戴的眼镜形态里，语音翻译与视觉翻译同时工作，面向跨国会议、商务洽谈、海外展 会等跨语言沟通场景；在展会、酒会这类高噪环境中，它用摄像头捕捉讲话人的唇部运动，再结合骨 传导麦克风 ...

Core Insights - The article discusses the competitive landscape of AI products following the 2026 Spring Festival, highlighting significant user growth and market shifts among leading AI applications [4][20]. Global Rankings - ChatGPT remains the top AI application globally with 955.6 million Monthly Active Users (MAU), showing a growth rate of 2.69% [34]. - Domestic AI application Doubao surged to second place with 315.31 million MAU, experiencing an impressive growth of 87.38% [34]. - Qianwen, another domestic AI product, climbed to third place with 202.69 million MAU, marking a staggering growth of 552.83% [34]. Domestic Rankings - The domestic AI landscape has been reshaped, with Doubao and Qianwen dominating the top two spots, followed by Quark, DeepSeek, and Tencent Yuanbao [12][13]. - Doubao's MAU growth is attributed to its integration into various Spring Festival activities, while Qianwen's growth is linked to substantial subsidies from Alibaba [13][20]. Overseas Rankings - DeepSeek leads the overseas market with 132.57 million MAU, showing stable growth of 2.26% [16]. - Dola, the overseas version of Doubao, ranks second with 59.98 million MAU, growing by 12.61% [17]. - Talkie AI has emerged as the fastest-growing overseas product with a 13.45% increase, reaching 26.27 million MAU [30]. Subscription Revenue Rankings - Gemini leads in subscription revenue with $17.87 million, followed by Claude with $43.41 million [33]. - The subscription revenue growth rates for these products indicate a strong market demand for premium AI services [33]. User Retention Concerns - The article raises questions about whether the user growth observed during the Spring Festival can be sustained in the long term, emphasizing the need for ongoing engagement strategies [20].

Core Insights - iFLYTEK showcased its end-to-end AI ecosystem at MWC Barcelona 2026, emphasizing the theme "AI CONNECTING IDEAS" and demonstrating secure, locally adapted AI deployment across public services and enterprises [1][3] Group 1: AI Ecosystem Overview - The exhibition features three zones: AI Engine Plaza, Smart Solution Zone, and AI Translation Hub, presenting a comprehensive AI ecosystem from foundational infrastructure to industry applications and user-facing devices [3] - AI Engine Plaza focuses on secure, private, and customizable AI infrastructure for enterprise and government deployment, integrating computing power and dual large-model engines into an on-premises system [5][6] Group 2: AI Solutions and Applications - The All-In-One AI Solutions enable customized, private deployment for governments and enterprises, ensuring compliance with data sovereignty [5] - The Agent Platform allows rapid development and deployment of AI applications tailored to specific business workflows, enhancing operational efficiency [6] Group 3: Smart Solutions for Services - The Smart Solution Zone highlights virtual human technologies that enhance public and commercial services, exemplified by Spark GuideX, an AI-powered virtual human that integrates multiple services into a single interface [7][8] Group 4: Multilingual Communication Technologies - The AI Translation Hub features multilingual AI solutions, including AINOTE 2, which integrates real-time transcription, multilingual translation, and intelligent summarization for effective communication [10] - New products such as iFLYTEK AI Glasses and AI Interpret Mic were also introduced, addressing AI translation needs across various settings [11]

GenAI+教育行业 丨发展报告 摘要： 2025 年是中国智慧教育的元年，随着 DeepSeek 等国产大模型在推理效率与开源生态上的跨越式发展， GenAI 技术逐渐成为重构教育生产力的逻辑底座。模 型能力的爆发式增长，使得实时、交互、个性化的知识生成与情感陪伴成为可能。国家高度重视人工智能对教育的深刻影响，并将教育数字化确立为建设教育强国的 核心突破口。教育部等九部门联合印发 《 关于加快推进教育数字化的意见 》 作 为 教育数字化转型的纲领性文件，将 GenAI 视为深度赋能教学模式变革、科研范 式转型与实现因材施教的核心路径。 本 报告采用了 定量分析与定性调研相结合的混合研究方法，旨在通过对校端采购、 C 端用户行为以及供给端企业策略的深度拆解，构建一套 2025 年以来 GenAI+ 教育行业的航海图，挖掘技术商业逻辑，识别痛点场景，并为从业者提供实操性决策参考。 在本报告的撰写过程中，我们始终贯穿着一个核心思考： 教育的技术边界在哪里？ 我们基于研究提出了 40/60 分割 ，即教育过程中约 40% 的部分属于技术工具 化范畴，而剩下的 60% 则是人类的主场服务，涉及情感唤醒、价值塑造、悟性 ...

研 究 专 题 新 股 发 行 相关研究 证券分析师 彭文玉 A0230517080001 pengwy@swsresearch.com 朱敏 A0230524050004 zhumin@swsresearch.com 任奕璇 A0230525050002 renyx2@swsresearch.com 联系人 朱敏 A0230524050004 zhumin@swsresearch.com 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 ______________________________________________________________________________________________________________________________________ 2026 年 03 月 02 日 参与热度创新高，行业β加剧分化 - 证 券 研 究 报 告 ——定增市场双周报 2026.02.09-2026.03.01 本期投资提示： 请务必仔细阅读正文之后的各项信息披露与声明 定增双周报 ⚫ 过 ...