人民财讯8月24日电，8月22日，在2025中国算力大会算力产业招商推介暨产业生态合作恳谈会上，科大 讯飞（002230）与云冈研究院签署战略合作协议。双方将围绕人工智能与文化遗产深度融合，建立长期 全面的战略合作关系，共同推进云冈石窟的数字化保护、智能化管理和文旅服务升级，打造"AI+文化 遗产"创新融合的行业标杆。 ...

Core Viewpoint - The threshold for entering the robotics industry has significantly lowered, leading to a surge of diverse companies from various sectors attempting to manufacture robots, raising questions about the sustainability and viability of this trend [4][5][6]. Group 1: Industry Trends - The nature of "building robots" is changing, evolving from a complex task to a more accessible one, where assembling a robot is becoming a reality rather than a joke [3][6]. - The number of humanoid robot-related companies in China reached 834 by late July 2025, with over half having registered capital exceeding 10 million [6][11]. - The growth in registrations of humanoid robot companies surged by over 180% in the first half of 2025 compared to the previous year [6]. Group 2: New Players and Cross-Industry Involvement - Companies from various backgrounds, including traditional manufacturing and investment sectors, are entering the robotics field, such as Vision Technology and Jiuding Investment [4][5][13]. - Midea Group, leveraging its ownership of KUKA, is developing humanoid robots for home and factory applications, showcasing a strategic approach to robotics [15]. - Automotive companies like GAC Group are also entering the robotics space, emphasizing the technological synergies between automotive and robotics [15]. Group 3: Technological Advancements - The availability of standardized components for robots, such as sensors and actuators, has made it easier for companies to assemble robots [6][11]. - Domestic suppliers are beginning to break the monopoly of foreign brands in critical components like harmonic reducers and planetary roller screws [8][9]. - The development of specialized components, such as the BrainCo bionic hand and advanced laser radar from Hesai Technology, indicates significant progress in the robotics supply chain [7][8]. Group 4: Market Dynamics and Challenges - The influx of capital into the robotics sector has led to a competitive environment, with many companies seeking to establish themselves amid rising expectations [6][19]. - Despite the enthusiasm, the integration of various components and ensuring system stability remains a significant challenge for the industry [19][20]. - The industry is still in its early commercial stages, with many companies relying on external funding rather than self-sustaining business models [21]. Group 5: Future Outlook - The future of the robotics industry may lead to a diverse ecosystem where specialized companies coexist, focusing on niche applications while core component suppliers support the overall market [21]. - The successful companies will likely be those that can identify real-world applications and maintain resilience in a capital-intensive environment [21].

科大讯飞当前主要业务包括智慧教育、智慧医疗、开放平台及消费者业务（开放平台、智能硬件、移动 互联网产品及服务）、智慧城市（信息工程、智慧政法、数字政府）、运营商、智慧汽车、企业AI解 决方案以及其他业务。 在大模型加持下，科大讯飞智慧教育、智慧医疗、开放平台、移动互联网产品及服务、信息工程、数字 政府行业应用、智慧汽车、企业AI解决方案的营业收入分别同比增长23.47%、21.09%、16.18%、 14.36%、7.32%、29.48%、13.31%和349.92%。然而，智能硬件、智慧政法行业应用和运营商业务营收 分别同比下滑3.27%、10.42%和1.75%。 近年来，科大讯飞在G端业务面临一定挑战，比如，2024年，科大讯飞信息工程业务和数字政府行业应 用业务营收分别同比下滑10.80%和9.36%。面对G端业务的压力，科大讯飞果断进行战略调整，对于部 分G端的数字政府类的项目采取了更审慎的经营策略，且将重心向C端转移。 从科大讯飞2025年上半年业绩报来看，C端业务成为科大讯飞上半年业绩重要增长引擎，同比增长 38%，其中，AI学习机上半年收入同比翻番。与此同时，B端与G端业务也有所改善。 中经记 ...

封面新闻记者 欧阳宏宇 8月21日晚间，科大讯飞发布2025年上半年财报。财报显示，科大讯飞上半年营收首次突破百亿，达109.11亿元，同比增长17.01%。上半年销售回款首次 突破百亿，达103.61亿元，同比多增13.50亿元。归母净利润-2.39亿元，同比减亏40.37%，经营活动现金流量净额增长超过7.64亿元，同比提升49.73%。 谈及增量业务，科大讯飞称，AI出海方面的探索带来新增量，有望成为增长的新引擎。据财报显示，科大讯飞海外AI硬件同比增长超3倍。 当前，人工智能产业正面临前所未有的历史新机遇。对于技术转化，科大讯飞方面称，已构建起了算法、算力、数据等要素自主可控的AI核心技术研究 和模型训练体系，并实现了AI行业应用、AI开放平台和AI消费者产品三大AI落地商业化体系。随着应用规模的持续扩大，由数据驱动的"模型算法—产品 价值—业务增长"商业飞轮效应将不断显现。 财报显示，科大讯飞在教育、医疗等核心领域已进行人工智能深度场景落地。AI+教育方面，收入增长23%，毛利同比增长25%，其中学习机业务在上半 年实现翻番增长。AI+医疗方面，上半年收入同比增长21%；截至6月30日，智医助理已拓 ...

| 项目 | 2024年中报 | 2025年中报 | 同比增幅 | | --- | --- | --- | --- | | 营业总收入(元) | 93.25 Z | 109.11亿 | 17.01% | | 归母浄利润（元） | -4.01亿 | -2.39 Z | 40.37% | | 扣非净利润(元) | -4.83 Z | -3.64 Z | 24.62% | | 货币资金(元) | 23.72亿 | 31.73亿 | 33.77% | | 应收账款(元) | 131.34亿 | 157.46 Z | 19.89% | | 有息负债(元) | 79.96亿 | 85.6亿 | 7.06% | | 毛利率 | 40.19% | 40.23% | 0.09% | | 净利率 | -5.04% | -2.09% | 58.51% | | 三费占营收比 | 24.69% | 25.58% | 3.60% | | 每股净资产 (元) | 7.21 | 7.73 | 7.26% | | 每股收益(元) | -0.17 | -0.1 | 40.44% | | 每股经营性现金流(元) | -0.66 | -0.33 | ...

Core Viewpoint - The company reported a significant increase in revenue and a narrowing of losses in the first half of the year, while also announcing a capital increase plan to enhance its technological capabilities in the education sector [1][2]. Financial Performance - The company achieved a revenue of 10.911 billion yuan in the first half of the year, marking a year-on-year growth of 17.01%, with the first-time revenue surpassing 10 billion yuan [1]. - Gross profit reached 4.389 billion yuan, up 17.12% year-on-year, while the net profit attributable to shareholders was a loss of 239 million yuan, which is a reduction in losses compared to the previous year [1]. - The net cash flow from operating activities was -772 million yuan [1]. Capital Increase Plan - The company plans to issue up to 100 million shares, accounting for 4.33% of the total share capital before the issuance, aiming to raise 4 billion yuan, with 800 million yuan allocated for the Spark Education model and 3.2 billion yuan for working capital [1][6]. - The controlling shareholder, Anhui Yanzhi Technology Co., Ltd., intends to subscribe for shares worth between 250 million yuan and 350 million yuan [6]. Business Segmentation - The revenue structure for the company in the reporting period was 26% from government, 42% from enterprises, and 32% from consumers, with the consumer segment showing the fastest growth at 38% [2]. - AI learning machine products in the consumer segment saw a revenue increase of 100% year-on-year [2]. - Major revenue contributors included the open platform and consumer business (36%) and smart education (32.36%) [2]. Research and Development - R&D expenses amounted to 2.392 billion yuan, representing 21.92% of revenue, with an increase of 91.7% in spending related to the core technology of the Spark model [2]. - Sales expenses also rose significantly, reaching 2.086 billion yuan, a year-on-year increase of 28.28% [2]. Cash Collection - The company achieved sales collections of 10.361 billion yuan, a year-on-year increase of 14.99%, marking the first time collections exceeded 10 billion yuan [3]. - The company has prioritized improving collection mechanisms to enhance cash flow [3].

行业应用成果教育领域：在政策推动下，星火X1在教育领域成果显著。如高中数学智能教师助手已在 全国270余个区域落地实践，20万余教师开展基于问题链的教学实践，活跃率88.4%，课件制作提效、 教学设计减负。医疗领域：医疗大模型在全科辅诊、体检报告单解答等任务中持续领先，超越海内外顶 尖大模型及GPT - 5。基层辅诊营收同比增长52%，已落地20家头部医院，在心血管内科等科室综合诊 疗能力达三甲医院主治医师水平。其他行业：为头部金融机构提供大模型底座 + 场景服务；与中石油 等央国企围绕能源行业大模型开展合作；为超20家行业标杆企业、近千家企业赋能。 C端产品表现学习机：上半年收入同比增长104%，NPS第一，线下门店在一二线城市高端商场基本全覆 盖，下沉市场快速拓展。其他产品：翻译机、办公本、录音笔等持续迭代；讯飞输入法日活用户1.5 亿，讯飞听见每年转写时长超4亿小时，5G新通话服务用户数可观。海外开发者团队数和海外收入均有 大幅增长。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作 ...

科大讯飞(002230.SZ) 2025年半年度业绩说明会 科大讯飞 2025年8月22日 2025年上半年公司整体经营情况 单位：亿元 | 营业收入 | 109.11 | 93.25 | 17.01% | | --- | --- | --- | --- | | 毛利 | 43.89 | 37.48 | 17.12% | | 归属于上市公司股东的净利润 | -2.39 | -4.01 | 40.37% | | 归属于上市公司股东的扣除非经常性损益 的净利润 | -3.64 | -4.83 | 24.62% | | 经营活动产生的现金流净额 | -7.72 | -15.36 | 49.73% | 上半年营收结构持续优化，C端保持快速增长 GBC营收结构持续优化 C端业务营收成为增长主要动力 G端 26% B端 42% C端 32% 2024-2025年上半年公司研发投入及C端硬件营销推广费用 1. 星火大模型核心技术相关投入增加8200万，综合能力保持在业界第一梯队水平； 2. 在行业应用的产品研发及市场推广方面增加1.8亿，进一步巩固行业先发优势； 3. C端硬件产品渠道营销推广费用增加3.4亿，有效拉动学习 ...

封面新闻记者 欧阳宏宇 在部分互联网厂商忙着砸钱补贴外卖业务时，远离纷争的AI企业们用实际行动表明自己只务正业、专心科研。 技术兑现： BAT交出高"含AI量"成绩单 人工智能概念半年涨超50% 和几乎所有高新技术产业一样，企业布局人工智能也要遵循工业创新与市场需求之间的动态博弈。最近这半年，"AI技术复利"迎来兑现时刻，头部企业在 财务数据上已展现出"经济上行期的美"。 前天晚上刚刚公布二季报的百度交出了史上"AI含量最高"成绩单。根据财报数据，公司季度总营收327亿元，百度核心营收263亿元，归属百度核心净利润 74亿元，同比增长35%。但在业绩上，受AI驱动，涵盖智能云在内的AI新业务却收入增长强劲，首次超过100亿元，同比增长34%。 虽然在摩根大通看来，百度的股价是否回升取决于广告业务何时复苏，但另外一家巨头却已在AI赋能广告业务上取得突破。 拿几家头部企业对比：BAT在上半年斥资百亿现金回购股票作为股东回报的情况下，仍然持续百亿元的高研发投入；另外两家参与外卖大战的互联网企业 则暂停了回购，让股东请客喝奶茶。 虽然所处阶段不同，但相同的是，无论在底座能力上展开军备竞赛的头部大厂、领军企业，还是聚焦 ...

让我们把时间的指针拨回到今年 3 月的徽商大会。 彼时，余承东站在合肥的演讲台上，宣布了一个重磅消息： 华为华东区域总部 落户合肥骆岗 。 图/合肥骆岗公园，图源EADG 从 2023 年 6 月拿地时的黄土地块，到如今玻璃幕墙在阳光下泛出金属光泽的建筑轮廓，这个总投资 42 亿元的项目，正在以肉眼可见的速度从规划 图纸走进现实。 对于 安徽 而言，这不是一个普通的企业总部。 在骆岗 这片承载着城市更新愿景的土地上，华为的入驻被赋予了更重的分量。它既是合肥这座 "风投之都""科技新城"吸引力的证明，也是推动安徽这 座"汽车第一省"向产业价值链高端攀升的重要支点。 而对于华为来说，这座即将竣工的华东区域总部，更是其扎根安徽、辐射华东的战略枢纽，更是与当地产业力量深度融合的物理载体。 01 安徽，华为的区域战略锚点 为什么是安徽？ 其实，华为与安徽的缘分早已埋下伏笔。 华 为 常务董事、终端 BG 董事长 余承东就是地道的安徽省六安市霍邱县人。 在前文所提到的 2025 徽商大会上，余承东 曾 动情宣言"没有人不爱自己的家乡" 。 华为还携鸿蒙 PC 与智能汽车重仓合肥，打造华东"科技大脑" ； 而去年底开建的骆 ...