迪生力（603335）发布异动公告，经公司自查，公司经营业务正常。公司生产和销售正常、近期无签订 重大合同。截至本公告披露日，确认不存在应披露而未披露的重大事项或重要信息。 ...

记者6月12日从中关村科学城管委会获悉，海淀具身智能企业银河通用近日推出全球首个面向零售行业 的端到端具身VLA（Vision-Language-Action，视觉-语言-动作）大模型，具身智能机器人在零售行业将 加速落地。 王鹤介绍，银河通用机器人正与零售业态广泛合作，年内计划开设100家机器人值守的门店。作为全球 首个面向零售行业的端到端具身VLA大模型，GroceryVLA的发布标志着其在具身智能领域实现了重大 技术突破。该模型无需针对每种商品包装单独进行参数调试，无论是袋装面包、卤蛋等软包装商品，还 是硬盒、塑料瓶、透明果冻杯等多样形态的商品，都能精准抓取、放置，满足各种品类商品的零售场景 需求。 来源：北京日报客户端 记者：孙奇茹 如遇作品内容、版权等问题，请在相关文章刊发之日起30日内与本网联系。版权侵权联系电话：010-85202353 "我中午又饿又热，Galbot，给我搞点吃的和喝的。"在北京大学助理教授、北京银河通用机器人有限公 司创始人及CTO、智源学者王鹤的语音指令下，机器人Galbot不仅为他推荐了酸奶、果冻等饮料零食， 还自主移动到准确位置并将饮料零食从货架取出，全程无人工遥控操作 ...

智通财经6月12日电，益丰药房(603939.SH)公告称，公司控股股东厚信创投及其一致行动人益之丰和益 仁堂因员工资金需求，拟通过大宗交易减持公司股份不超过24,248,336股，即不超过公司总股本的2%。 益丰药房：控股股东及其一致行动人拟减持不超过2%股份 ...

大公司： 腾讯2026青云计划启动，百余项技术课题支持青年人才挑大梁 6月12日，腾讯2026"青云计划"正式启动，在全球范围内招募一批顶尖技术学生，通过提供行业顶级的 师资力量、充足的算力资源和极具竞争力的薪酬职级，为青年人才探索前沿技术提供强劲动力。相比往 年，新一期"青云计划"打造校企合作新模式，首次开放青云课题资源库，推荐优秀人才直通招聘绿色通 道。腾讯邀请高校团队与腾讯技术专家交流共研，鼓励在校同学与导师、实验室组队攻克核心业务课 题，提前感受科研与业界的碰撞。 2025 AI玩具产业大会启幕，百度云助力澄海打造千亿级玩具创意产业集群 6月12日，由百度智能云、汕头市澄海区人民政府主办，澄海玩具协会与实丰文化发展股份有限公司协 办的2025 AI玩具产业创新和发展会议在"中国玩具礼品之都"澄海开幕。会上，百度智能云视频云总经 理曹菲菲介绍道，凭借其AI技术和丰富行业实践，百度智能云为玩具产业上下游提供了算力、算法、 模型、应用等全链路支撑。同时，百度智能云通过整合商业落地、战略投资等经验与资源，为玩具制造 商、IP创意方、模组供应商等各方搭载起开放协同的产业创新平台，助力澄海打造千亿级玩具创意产业 ...

益丰药房（603939）公告，厚信创投、益之丰、益仁堂拟合计减持不超过2%公司股份。 ...

Group 1: Core Views - The semiconductor industry in A-shares is witnessing a significant restructuring case with Guokewai's acquisition of 94.366% of Zhongxin Integrated Circuit (Ningbo) Co., Ltd, which has sparked strong reactions in the capital market and industry [1] - The acquisition is seen as a strategic move for Guokewai to transition towards a full industry chain model of "chip design + wafer processing," leading to a stock price increase of over 5% on the first trading day after the announcement [1][2] - However, concerns arise regarding Zhongxin Ningbo's financial performance, with cumulative losses exceeding 1.6 billion yuan in 2023 and 2024, raising questions about whether the acquisition is a well-thought-out strategic expansion or a risky gamble [1][2] Group 2: Company Performance and Market Position - Guokewai operates as a fabless chip design company, focusing on AI, multimedia, automotive electronics, IoT, and data storage solutions, but has faced declining profits since 2022 due to cyclical impacts in the semiconductor industry [2][3] - In 2022, Guokewai reported a net profit of 151.9 million yuan, down 48.18% year-on-year, and in 2023, the net profit further declined to 96.07 million yuan, a 36.74% drop [2] - The company aims to enhance its competitive edge by acquiring Zhongxin Ningbo to build an IDM model, allowing it to design and manufacture chips independently, thus improving efficiency and control [4] Group 3: Strategic Implications of the Acquisition - The acquisition is expected to provide Guokewai with advanced wafer manufacturing and packaging technology, enhancing its product design capabilities and market competitiveness [3][5] - Zhongxin Ningbo specializes in producing BAW filters, which are critical components in 5G communication, IoT, and automotive electronics, and its unique technology has the potential to break overseas monopolies [5] - Guokewai's acquisition aligns with national policies encouraging such mergers, potentially leading to government subsidies and tax benefits [4] Group 4: Financial Considerations and Future Outlook - Zhongxin Ningbo's financial performance has been poor, with projected revenues of 213 million yuan in 2023 and 454 million yuan in 2024, alongside significant net losses [7][8] - Guokewai acknowledges that the acquisition may lead to short-term losses due to Zhongxin Ningbo's current financial state, but anticipates long-term benefits from improved production capacity and product structure [9][10] - Analysts remain optimistic about Guokewai's future profitability, with several institutions raising their profit forecasts for the company following the acquisition announcement [10]

恒邦股份（002237）公告，公司于近日收到山东证监局出具的《关于对山东恒邦冶炼股份有限公司采取 责令改正措施的决定》和《关于对刘元辉采取监管谈话措施的决定》。其中，《决定书一》主要内容为 公司副总经理刘元辉因涉嫌犯罪被采取取保候审的刑事强制措施，公司未及时披露相关信息，违反了 《上市公司信息披露管理办法》相关规定。山东证监局决定对公司采取责令改正的行政监管措施，并记 入证券期货市场诚信档案数据库。《决定书二》主要内容为刘元辉未及时将上述情况告知公司并配合公 司履行信息披露义务，对上述事实负有主要责任，山东证监局决定对其采取监管谈话的行政监管措施， 并记入证券期货市场诚信档案数据库。公司将严格按照山东证监局的要求，积极整改落实，并在规定时 间内提交书面整改报告。 ...

Core Insights - The company DiGua Robotics has launched the RDK S100, the first integrated robot development kit featuring a single SoC architecture, designed to enhance embodied intelligence through efficient collaboration between large and small models [1][3] - The RDK S100 integrates CPU, BPU, and MCU on a single SoC, reducing hardware costs while improving overall performance, enabling a seamless "perception-decision-action" loop [3][5] Product Features - The RDK S100 supports dynamic integration and seamless switching between large and small models, addressing complex real-world tasks by utilizing advanced models for decision-making and control [5][7] - It includes various peripheral interfaces such as 40PIN, MCU, M.2, USB, and Type-C, along with a comprehensive development infrastructure that offers AI model data solutions and over 200 open-source algorithms [7][10] Market Positioning - The robotics market is categorized into three main types: traditional robots (industrial and cleaning), new form robots (specific task-oriented), and embodied robots (humanoid and quadrupedal), with the latter requiring significantly higher computational power [7][8] - DiGua Robotics has established partnerships with over 20 leading clients in the embodied intelligence sector and is conducting evaluations of the RDK S100 with more than 50 clients, pricing it at 2799 yuan [10]

西部黄金（601069）公告，公司计划以自有资金和贷款现金收购新疆有色金属工业(集团)有限责任公司 持有的新疆美盛矿业有限公司100%股权。本次交易价格为16.55亿元，较账面值溢价1,421.66%。交易完 成后，新疆美盛将成为西部黄金的全资子公司。该交易尚需自治区国资委审批及公司股东大会审议。过 去12个月内，公司与同一关联人进行的交易累计次数为91次，累计交易金额为38.53万元。本次交易预 计2025年下半年投产，将为公司带来良好的经营业绩，符合公司总体发展战略，对公司持续经营能力、 损益及资产状况不存在重大不利影响。 ...

津投城开（600322）公告，收购人天津市津能投资有限公司及其一致行动人天津市燃气集团有限公司、 天津国有资本投资运营有限公司拟通过资产置换、发行股份及支付现金方式购买天津津能股份有限公司 100%股份、天津市热力有限公司100%股权和天津港（600717）益供热有限责任公司100%股权，并向不 超过35名特定投资者发行股份募集配套资金。本次收购完成后，收购人及其一致行动人持有津投城开的 股份比例将超过30%。 ...