Rime 来觅周报 来觅研究院 x RimeData 来觅数据 联合发布 RimeData 周报 09-07 至 09-13 三个月融资近 3.5 亿元，这家生物企业凭什么？ 来觅研究院 x RimeData 来觅数据 联合发布 发布日期：2024-09-14 添加客服 免费试用 >>> 截至 2024 年 09 月 13 日 18:00，本周融资事件共 70 起（不包括并购、定增），较上周增 减少了 11 起，融资金额总计约 25.80 亿元（谨慎估计），较上周减少了 66.01 亿元。本周 融资金额在亿元及以上的融资事件有 17 起，较上周增加了 3 起。本周公开退出案例 47 个， 较上周增加了 11 个。另外，本周有 118 家机构参与了一级市场投资，较上周增加了 6 家。 请读者留意，由于本周有 38 起融资事件未公布准确的融资金额，出于谨慎考虑，笔者做了 暂取较小值处理，涉及金额至少 19.00 亿元，约占融资总额的 73.65%。另外，因融资事件 的延迟披露，本期周报仅收录了本周五 18:00 前公开披露的融资事件，可能导致统计分析与 实际情况存在细微偏差，感兴趣的读者可以登录 Rime PEV ...

低空经济"峰会"密集召开，eVTOL 成为资本宠儿？ 2024-09-19 低空经济"峰会"密集召开，eVTOL 成为资本宠儿？ 原创 来觅研究院 RimeData 来觅数据 撰稿 谭浩 2024-09-19 导读：2024 中国（成都）国际低空经济合作伙伴大会暨 2024 成都国际低空装备及服务博览会于 9 月 19 日在成都召开，为期三天。同一时间，首届低空经济创新引领大会也在北京举行。再加上月初在安徽芜湖 举办的 2024 年低空经济发展大会，单就 9 月，已经有三场行业盛会召开。并且苏州、北京、深圳等地至 少还有三场大会正在筹备之中，预计将在 10 月和 11 月拉开帷幕。行业峰会的密集举办，足见当下低空 经济有多火爆。 eVTOL 投融资起底 低空经济是指在低空空域（通常指垂直高度 1000 米以下，根据不同地区特点和实际需要可延伸至 3000 米以内的空域）进行的各种有人驾驶和无人驾驶航空器的飞行活动，以及这些活动所牵引和带动的相关 领域融合发展的综合性经济形态。 低空经济作为新质生产力的典型代表，以及拥有万亿级的市场发展空间潜力，近年来吸引了政策与资本 的多重加持。据不完全统计，今年已有 20 ...

Investment Rating - The report does not explicitly provide an investment rating for the AI industry or specific companies within it. Core Insights - The rapid growth of AI technology is reshaping various industries and driving economic growth, leading many domestic AI companies to seek new growth paths in overseas markets due to increasing competition in the domestic market [1][2]. - The global AI application download volume increased by 26% year-on-year to 2.2 billion times in the first eight months of 2024, with in-app purchase revenue growing by 51% to $2 billion, expected to reach $3.3 billion for the year [2][3]. - Major Chinese companies like ByteDance and startups are making strides in international markets, with 108 AI products achieving significant web traffic overseas as of August 2024, reflecting the growing competitiveness of Chinese firms in the global AI market [3][4]. Market Size - The global AI market is projected to reach $638.23 billion in 2024 and grow to $3,680.47 billion by 2034, with a compound annual growth rate (CAGR) of 19.1% [5][6]. Growth Drivers - Increased government support for AI development, technological advancements in deep learning and natural language processing, and rising user demand for personalized and high-quality content are key factors driving the growth of the AI market [6][8]. Challenges - AI products face challenges in localization, commercialization, and compliance, with high localization costs and strict regulatory requirements in overseas markets [8]. Investment Dynamics - In 2024, there have been 126 financing events in the AI sector, totaling over 23.5 billion yuan, indicating continued investor confidence in innovative projects despite a slight decline in overall market activity [9][10]. Outlook - Vertical AI products are expected to remain the primary type for international expansion, as they can be tailored to specific industry needs, offering cost-effective solutions [12][13]. Emerging markets, particularly those with smaller languages, present significant growth opportunities for Chinese AI companies [12].

Investment Rating - The report does not provide a specific investment rating for the industry. Core Insights - The 2024 Nobel Prize in Physics was awarded to John J. Hopfield and Geoffrey E. Hinton for their foundational discoveries and inventions in machine learning using artificial neural networks, which has sparked significant debate regarding the appropriateness of the award in the field of physics [1][5][6]. Summary by Sections Award Winners Background - John J. Hopfield, born in 1933, developed the Hopfield network, a model for associative memory that can reconstruct similar stored patterns from incomplete or noisy inputs, aiding in tasks like image recovery and character recognition [2][3]. - Geoffrey E. Hinton, born in 1947, introduced the Boltzmann machine, which can autonomously learn features from data without explicit instructions, and has been pivotal in the development of deep learning [2][3]. Controversy Surrounding the Award - The award has generated controversy as some argue that the contributions of the winners are more aligned with computer science than physics, while others assert that their work has significant implications in physics, such as the development of new materials [5][6]. - The debate highlights the intersection of artificial intelligence and physics, questioning whether the Nobel Prize should reward contributions that primarily address computational problems rather than traditional physics issues [5][6]. AI Investment Dynamics - The report notes that in 2024, there have been over 600 investment events related to artificial intelligence globally, with total financing exceeding 250 billion [7].

特斯拉强势入局，Robotaxi 行业竞赛升温 2024-10-11 特斯拉强势入局，Robotaxi 行业竞赛升温 原创 来觅研究院 RimeData 来觅数据 撰稿 谭浩 2024-10-11 导读：北京时间 10 月 11 日，特斯拉在加利福尼亚州举行了主题为"We, Robot"的 Robotaxi 演示活 动。在此次发布会上，市场期待已久的特斯拉 Robotaxi 正式发布，马斯克亲自试乘没有方向盘和刹车踏 板的"Cybercab"无人驾驶出租车新品亮相发布会。 特斯拉 Robotaxi 之路 特斯拉在自动驾驶出租车领域的布局可以追溯到 2016 年，当时 CEO 埃隆·马斯克在其《Master Plan Part Deux》中首次提出了 Robotaxi 的构想。该计划旨在将全自动驾驶技术的特斯拉汽车纳入一个名为 "Tesla Network"的出租车服务网络，这不仅包括特斯拉公司自有的车辆，也包括私人特斯拉车主愿意 共享的闲置车辆。 2019 年 4 月，在特斯拉的自动驾驶日活动中，马斯克进一步宣布了一项雄心勃勃的计划，预计在 2020 年推出 Robotaxi 项目。他预测，到 2020 年中 ...

Investment Rating - The report indicates a mixed investment outlook for the homestay industry, highlighting both challenges and opportunities for future investments [1]. Core Insights - The homestay industry is currently facing significant challenges, including severe homogenization, declining occupancy rates, and reduced average daily rates, leading to a perception of being on the verge of abandonment [1][5]. - Despite these challenges, there has been a notable increase in capital investment, with 12 financing events reported in 2024, totaling over 180 million RMB, primarily in early-stage investments [9][12]. - Government policies continue to support the industry, aiming to cultivate mid-to-high-end homestay brands and revitalize rural accommodations [1][12]. Summary by Sections Industry Overview - The homestay industry, characterized by small family-run lodging facilities, has seen rapid growth driven by rising consumer demand for personalized experiences and supportive tourism policies [2][3]. - The market size of the homestay industry reached approximately 40 billion RMB by 2023, following a significant recovery post-pandemic [3][4]. Challenges Faced - The industry is experiencing intense competition, with over 200,000 registered homestays, leading to price wars and a loss of unique offerings [6][8]. - Consumer behavior has shifted towards seeking value for money, putting pressure on pricing and revenue for homestays, while expectations for quality remain high [8]. - The novelty factor that once attracted customers is diminishing due to increased standardization and lack of differentiation among offerings [8]. Investment Landscape - Despite the current challenges, the homestay sector remains attractive to investors due to its low initial investment requirements and flexible operational models [9]. - Recent financing activities indicate a strong interest from investors, particularly in early-stage ventures, with a significant portion of funding directed towards innovative and differentiated homestay brands [10][12]. Future Outlook - The report suggests that while the market is competitive, there are still opportunities for growth, particularly for platforms that facilitate online bookings and for homestays that can offer unique experiences [12]. - The ongoing support from government policies and the robust growth of domestic tourism provide a favorable backdrop for the industry's recovery and future expansion [11][12].

Industry Overview - Embodied intelligence refers to intelligent systems that rely on physical entities to interact with the environment and achieve intelligent growth, marking a significant step towards general artificial intelligence [2] - Embodied intelligence combines "embodiment" (physical interaction, perception, and action) and "intelligence" (perception, understanding, reasoning, decision-making, and action), requiring three key elements: body, environmental interaction, and intelligence [3] - The development of AI large models and declining hardware costs have accelerated the progress of embodied intelligence, with AI large models enhancing robots' language interaction, environmental perception, and task decision-making capabilities [4] Market Size and Growth - The global embodied intelligence system market was valued at $3.5 billion in 2023 and is projected to reach $9.4 billion by 2030, with a CAGR of 15.2% [6] - North America, Europe, and the Asia-Pacific region collectively account for over 85% of the global embodied intelligence system market [6] Key Drivers - Policy support: Governments worldwide, including China, the US, and South Korea, have introduced policies to promote embodied intelligence development [5][6] - Technological advancements: Progress in AI, machine learning, computer vision, natural language processing, and robotics has laid the foundation for embodied intelligence [6] - Market demand: Increasing demand due to aging populations and rising labor costs, particularly in healthcare, where surgical robots improve precision and reduce recovery times [6] Industry Players - Robot companies: Companies like Ubtech have integrated AI large models with humanoid robots, such as the Walker S, to enhance task scheduling and application development [5] - Automotive companies: Autonomous vehicles, a form of embodied intelligence, are advancing, with companies like Tesla developing humanoid robots like Optimus for factory deployment by 2025 [5] - Internet and tech companies: Firms like Tencent, Xiaomi, Microsoft, and OpenAI are investing in embodied intelligence through direct R&D or investments in startups [5] Investment Trends - In 2024, there were 31 financing events in the humanoid robot sector in China, totaling over 3.6 billion yuan, with 74% of these events in the A round or earlier stages [9][10] - Notable investments include Zhiyuan Robotics, which raised over 1.7 billion yuan across six rounds, and Unitree, which secured nearly 1 billion yuan in a B2 round and additional funding in a C round [10] Challenges - Technical challenges: Embodied intelligence still relies on human-assisted learning and has not achieved full autonomous intelligence [8] - Data challenges: Collecting data from complex physical interactions is costly, with one hour of multimodal robot data for autonomous vehicles costing $180, 100 times the cost of simulating the same data [8] - Commercialization challenges: Real-time control and user acceptance remain barriers to widespread adoption, alongside data security and privacy concerns [8] - Legal and ethical challenges: Determining liability for damages caused by embodied intelligence robots and addressing potential job displacement are significant regulatory hurdles [8] Future Outlook - Multimodal perception capabilities of embodied intelligence are improving, with advancements in 3D cameras, LiDAR, and tactile sensors enhancing resolution and precision [12] - Application scenarios are expanding across healthcare, education, logistics, and other fields, with potential for deeper integration and industry transformation as technology matures [12]

苹果将上线听力健康检测功能，"辅听耳机"将成新一代助听器？ 2024-09-13 苹果将上线听力健康检测功能，"辅听耳机"将成新 一代助听器？ 原创 来觅研究院 RimeData 来觅数据 撰稿 张梓英 2024-09-13 导读：9 月 10 日凌晨，苹果举办新品发布会，会上宣布 Airpods Pro2 将新增听力健康相关功能，除了 默认启动的被动降噪听力保护模式外，苹果还将推出一种"临床级"助听器模式，用户可以进行一项临床 验证的听力测试，为用户提供定期的听力测试服务，用户只需要通过简单的设置和操作即可了解自己的 听力状况，如检测到听力损失用户可以使用助听器模式。据介绍，听力健康测试和助听器功能将于 2024 年秋季推出，其中助听器功能目前正在通过 FDA 和其他监管机构的审批，苹果表示该功能将在 100 多个 国家可用。 听力损失 人类的听觉系统是感知世界的重要途径之一，听觉在生命的各个阶段都发挥着至关重要的功能，人体的 耳朵借助耳蜗内的毛细胞进行声-电转化，在耳蜗内有 3000 多个内毛细胞以及 1 万多个外毛细胞，它们 在听觉系统中起着传递声音的作用，由于毛细胞的受损死亡无法再生，当内耳的毛细胞越 ...

辅助生殖加速入医保，哪些细分领域值得关注？ 2024-10-10 辅助生殖加速入医保，哪些细分领域值得关注？ 原创 来觅研究院 RimeData 来觅数据 撰稿 张梓英 2024-10-10 导读： 10 月 1 日起，根据国家、省医保局部署，深圳市将"取卵术"等 8 个辅助生殖类医疗服务价格 项目纳入深圳市基本医疗保险支付范围，医保支付比例与连续参保时间挂钩，最高为 90%，最高支付限 额计入基本医保统筹基金年度支付限额。 人口形势 当前中国人口形势严峻，总人口持续呈现负增长形式，2023 年年末全国人口 14.0967 亿人，比上年末减 少 208 万人，已经连续两年负增长。2023 年全年出生人口 902 万人，比上年减少 54 万人，自 2017 年 以来连续 7 年下降。叠加老龄化因素，劳动年龄人口下降，我国正从人口红利期转入人口负担期。 面对日益严峻的人口趋势，我国近年来从政策端出台多项利好措施试图扭转这一局面，从 2011 年的"双 独二孩"，到 2015 年的"全面二孩"，再到 2021 年全面放开的三胎政策，逐步放开的生育政策旨在改 善中国人口结构，积极应对人口老龄化，保持我国的人口红利优势 ...