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悍高集团(001221.SZ):目前暂未与华为全屋智能建立合作关系
Ge Long Hui A P P· 2025-08-05 06:45
Group 1 - The company, Hanhigh Group (001221.SZ), is primarily engaged in the research, design, production, and sales of home hardware and outdoor furniture products [1] - The company has not established a partnership with Huawei for smart home solutions [1] - The company is closely monitoring the development trends in home automation and AI [1]
450亿,又一汽车巨头被卖了
投中网· 2025-08-05 06:37
以下文章来源于正商参阅 ,作者枫叶 正商参阅 . 原《政商参阅》,做价值的传播者!连续两届获评胡润年度影响力财经自媒体、21世纪经济报道年度传 播力财经自媒体、新浪财经、经济观察报年度影响力财经自媒体、新榜年度社会关注新媒体荣誉奖等。 将投中网设为"星标⭐",第一时间收获最新推送 一场"迟到"的必然。 作者丨 枫叶 来源丨 正商参阅 一个时代结束了! 超 452 亿,依维柯被卖了,一代商用车巨头就此易主。 01 又一汽车巨头轰然倒下! 前不久,依维柯集团( Iveco Group NV )被拆分并出售给印度巨头 Tata Motors (塔塔汽车) 和意大利军工巨头 Leonardo S.p.A. (莱昂纳多),交易总额约为 55 亿欧元(约 452.9 亿 元)。 军工巨头买轻客做啥? 依维柯,你可能对这个名字有些陌生,但你小时候一定坐过这款车,一辆往返于城际的车,承载了游 子归家最后两小时的路程回忆。 一句 "欧洲风格,南京依维柯。" 让依维柯在国内风光了近 30 年,甚至可以说以一己之力开创了"轻客"这个品类。 但是, 依维柯的"卖身",是一场"迟到"的必然。 无论是空间性能还是舒适感,依维柯都没了优势 ...
2025年第二季度,全球平板出货实现连续六季度增长,华为表现抢眼,跃升至第三;联想稳居上半年Chromebook市场首位
Canalys· 2025-08-05 06:32
Core Insights - The global tablet market showed strong growth in Q2 2025, with shipments reaching 39 million units, a 9% year-on-year increase and a 5% quarter-on-quarter increase, driven by stable demand in China and EMEA regions [1] - The Chromebook market is experiencing a resurgence, particularly in Japan due to the GIGA school project, with shipments in the first half of 2025 reaching 11 million units [1][6] Tablet Market Overview - Apple remains the leader in the tablet market with 14.1 million iPads shipped in Q2 2025, a 2% increase year-on-year [4] - Samsung follows in second place with 6.7 million units shipped, while Huawei, Lenovo, and Xiaomi have all seen significant growth, particularly in the Chinese market [4] - Notable new product releases in the gaming tablet segment have contributed to market growth, with brands like Xiaomi and Lenovo seeing substantial increases in shipments [3] Chromebook Market Dynamics - Lenovo led the global Chromebook market in the first half of 2025 with shipments of 3.45 million units, a 27% year-on-year increase [7] - The demand for Chromebooks is expected to remain high due to government-funded procurement activities in Japan, with shipments to Japan increasing over 20 times year-on-year [6] - Other brands like HP, Acer, Dell, and ASUS are also participating in this growth, with ASUS showing a 43% increase in shipments [6][7] Market Share and Growth Rates - In Q2 2025, the market shares for key tablet manufacturers were as follows: Apple (36.1%), Samsung (17.1%), Huawei (8.3%), Lenovo (7.9%), and Xiaomi (7.8%) [4] - The Chromebook market share for the first half of 2025 showed Lenovo at 31.3%, HP at 23.4%, and Acer at 20.1%, indicating a competitive landscape [7]
中国AI“生态雨林”吸睛世界
Zhong Guo Xin Wen Wang· 2025-08-05 06:09
中新网安徽新闻8月5日电 在上海世博中心的展厅里,匈牙利大模型研究领军人物GáborPrószéky教授手 持讯飞翻译笔,用母语询问关于小语种建模的技术细节,屏幕上即时跳出的中文翻译让他忍不住点 头:"以前需要专业译员才能完成的沟通,现在一台便携设备就能解决。" 这一幕正是2025世界人工智能大会(WAIC)上的常见场景,它不仅标志着AI语言交互能力的成熟,更 预示着全球智能革命正突破技术、产业与协作的多重边界,迈向更具实践性的新阶段,中国AI"生态雨 林"正吸睛世界。 "智能场景"赋能"千行百业" AI的"能说话"早已不是新鲜事,但真正的突破在于从"翻译文字"到"理解语境"的跨越。语言作为文明的 载体,不仅是符号的组合,更蕴含着文化习惯、专业逻辑与场景特性。当AI能捕捉这些深层信息,才 算真正迈过"理解"的门槛。 泰国Omniscien公司CTO Dion Wiggins的体验更具代表性:"讯飞星火大模型可以让泰国学生用泰语提 问,获得精准的中文解答,这种针对特定语言的深度优化,是通用模型难以替代的。"当AI能理解不同 语言背后的文化语境与专业逻辑,跨语言协作便从"勉强沟通"升级为"高效协同"。 不仅"能说 ...
电视广播重申对2025年度EBITDA按年持续改善及实现正数净利润的预期
Zheng Quan Shi Bao Wang· 2025-08-05 05:41
Core Viewpoint - The company leads in Hong Kong's free-to-air television ratings, with its flagship channel Jade Channel and others achieving a combined market share of 79% [1] Advertising Revenue - Hong Kong's free-to-air channel advertising revenue has increased year-on-year, with significant contributions from the Greater Bay Area advertising services [1] - The company anticipates overall advertising revenue growth in 2025, driven primarily by Guangdong Province and Macau [1] Strategic Partnerships - The company has signed memorandums of understanding with Tencent, Huawei, and others for promotional activities in the Greater Bay Area, laying the groundwork for future revenue [1] OTT Streaming Business - The average monthly active users for the OTT streaming service remain around 2 million, with continuous growth in social media influence, view counts, and interaction levels [1] - Digital advertising revenue maintains double-digit percentage growth, attributed to the free service tier launched under the "myTV Super" TV 3.0 initiative [1] Financial Outlook - The company reaffirms its expectation for continuous improvement in EBITDA year-on-year and achieving positive net profit for the fiscal year 2025 [1]
中餐智能化新纪元:京东“七鲜小厨”机器人炒菜引爆餐饮AI热潮
Sou Hu Cai Jing· 2025-08-05 05:05
奈雪的茶则携手华为推出了"奈雪点单"服务,消费者只需用手机轻触NFC点单牌,三步即可完成快速点单,为茶饮用户带来了更加智能、便捷的数智化体 验。 这一系列动态表明,餐饮产业正经历一场智能化引领的深刻变革,数智化正逐步渗透到餐饮产业的每一个环节。餐饮企业不断拓宽数智化应用场景,从门店 经营到上游供应链,都在积极拥抱数智化。 下游餐饮企业正积极探索数智化的多元应用场景,力求在多个业务层面实现数智化转型。通过引入智能化门店管理系统,餐饮企业努力实现从顾客进店到离 店的全程数智化服务。同时,大型连锁餐饮品牌也在构建自有数智化供应链体系,以提升原料采购与供应效率,降低成本,减少库存积压。 近日,京东旗下的"七鲜小厨"在北京东四牌楼一经开业,便迅速引发了热潮。透明厨房里,三台机器人操控四口炒锅,只需操作员简单投入预制食材包,便 高效运作起来。短短数小时内,订单量已突破700单,取餐区人头攒动,骑手们焦急等待,这一场景生动展现了旺盛需求带来的巨大压力。 这一火爆场景并非凭空而来。"七鲜小厨"作为京东斥资10亿元打造的"菜品合伙人"重点项目,其"机器人炒菜+外卖专营"的核心模式直击中餐行业长期存在 的效率瓶颈。初步的成功不仅 ...
电视广播大湾区广告强劲增长 联袂腾讯华为 重申全年盈利转正预期
Zhi Tong Cai Jing· 2025-08-05 04:42
Group 1 - The company maintains a leading position in Hong Kong's free-to-air television market, with a combined market share of 79% for its flagship channel Jade Channel, 24-hour Wireless News Channel, and other channels [1] - The company's advertising revenue in Hong Kong's free channels remains strong, with overall revenue from advertisers showing a growth trend compared to the same period last year, driven by new advertising services in the Greater Bay Area [1] - The company expects its advertising revenue for the full year of 2025 to increase compared to 2024, with the Greater Bay Area, including Guangdong Province and Macau, being the main growth driver [1] Group 2 - The company's OTT streaming business maintains an average of approximately 2 million monthly active users, with over 20% growth in tracking and subscription numbers compared to the previous year [2] - Digital advertising revenue across the company's digital assets, including the myTVSuper platform and social media accounts, shows strong double-digit percentage growth, benefiting from the launch of the myTVSuper "TV 3.0" plan [2] - The company is focused on producing several anticipated dramas, including "News Queen 2" and "Couple's Game," with multiple co-productions at different stages of production [2] Group 3 - The company reaffirms its expectation for continuous improvement in EBITDA and achieving positive net profit attributable to shareholders for the fiscal year ending December 31, 2025 [3]
电视广播(00511.HK)第二季度于香港地面免费电视频道的收视率继续保持领先地位 重申对2025年度EBITDA按年持续改善及实现正数净利润的预期
Ge Long Hui· 2025-08-05 04:30
Group 1 - The company maintains a leading position in Hong Kong's free-to-air television market, with a combined viewership share of 79% for its flagship channels [1] - Advertising revenue from free-to-air channels in Hong Kong is expected to grow in 2025 compared to 2024, driven by increased contributions from advertising services in the Greater Bay Area [1] - The company held a promotional event in Guangzhou, attracting significant interest from advertisers in the Greater Bay Area, which is expected to solidify revenue growth over the next 12 to 18 months [1] Group 2 - The company's OTT streaming services maintain an average of approximately 2 million monthly active users, with over 20% growth in tracking and subscription numbers compared to the previous year [2] - Digital advertising revenue across the company's digital assets has shown strong double-digit percentage growth, attributed to the launch of the myTV Super "TV 3.0" initiative [2] - The company is focused on producing several anticipated dramas, including "News Queen 2" and "Couple's Game," with multiple co-productions at various stages of production [2] Group 3 - The company reaffirms its expectation for continuous improvement in EBITDA and achieving positive net profit attributable to shareholders for the fiscal year ending December 31, 2025 [3]
电视广播(00511)大湾区广告强劲增长 联袂腾讯华为 重申全年盈利转正预期
智通财经网· 2025-08-05 04:29
Group 1 - The company maintains a leading position in Hong Kong's free-to-air television market, with a combined market share of 79% for its flagship channels [1] - The company's advertising revenue in Hong Kong is expected to grow in 2025, driven by increased contributions from advertising services in the Greater Bay Area [1] - A promotional event held in Guangzhou attracted significant interest from advertisers in the Greater Bay Area, laying a solid foundation for future revenue growth [1] Group 2 - The average monthly active users for the company's OTT streaming services remain around 2 million, with over 20% growth in tracking and subscription numbers compared to the previous year [2] - Digital advertising revenue across the company's digital assets has shown strong double-digit percentage growth, attributed to the launch of the myTVSuper "TV 3.0" plan [2] - The company is focused on producing several anticipated dramas, including "News Queen 2" and "Couple's Game," with multiple co-productions at different stages of production [2] Group 3 - The company reaffirms its expectation for continuous improvement in EBITDA and achieving positive net profit for the fiscal year ending December 31, 2025 [3]
华为宣布CANN全面开源开放 共建昇腾生态
Zheng Quan Shi Bao Wang· 2025-08-05 04:09
人民财讯8月5日电,据华为公众号,今天,昇腾计算产业发展峰会在北京召开。来自AI领军企业、伙 伴、高校与科研机构的代表共同探讨了如何更好地构建开源开放的昇腾生态,加速AI创新和发展。 华为轮值董事长徐直军在主题演讲中强调,华为AI战略的核心是算力,并坚持昇腾硬件变现。徐直军 在会上宣布华为昇腾硬件使能CANN全面开源开放。与会代表和华为共同发起了《CANN开源开放生态 共建倡议》,共探AI边界,共建昇腾生态。 ...