财务方面，于2022年度、2023年度、2024年度及2025年1-6月，公司实现营业收入约为25.67亿元、28.95 亿元、31.59亿元、15.92亿元人民币；同期，公司净利润分别约为2.06亿元、2.78亿元、3.02亿元、1.55 亿元人民币。 经过多年积累，皇冠新材业绩稳健攀升，盈利能力不断增强，未来仍将以功能性新材料作为战略重心， 在高端产品领域对标国际龙头企业美国 3M、日本日东、德国德莎等，并继续巩固在快速响应能力、一 体化配套服务方面的优势，以此获取下游终端客户的信任，推动公司在行业内保持较强的竞争力。 公司本次募集资金投资项目概况如下： | 序号 | 项目名称 | 项目总投资额 | 拟使用募集资金金额 | | --- | --- | --- | --- | | 1 | 东皇冠功能性复合材料扩产项目 | 19.980.06 | 19,980.06 | | 2 | 江苏皇冠半导体用功能性复合材料等产品 扩产项目 | 21,601.30 | 15.487.40 | | 3 | 浙江皇冠光学膜产业化项目 | 22.779.39 | 22,779.39 | | ব | 研发中心建设项目 | 28. ...

字节跳动旗下豆包大模型与中兴合作的努比亚M153工程机12月1日以3499元的价格在中兴商城上架后迅 速售罄。数小时内，这款手机在二手平台溢价幅度已达300元至3500元不等，部分稀缺配色甚至被炒至 7000元以上。 这不是简单的硬件迭代，而是AI技术驱动下的供应链与生态关系重组，折射出字节跳动"AI赋能硬件"战 略的落地实践，同样也为市场提供了观察"模型厂商+硬件厂商"新合作模式的绝佳样本。 市场热度：从首发售罄到二手市场溢价 搭载豆包手机助手的工程样机上市后引发了强烈市场反响。这款名为努比亚M153的手机售价为3499 元，提供单一配置（16GB+512GB），在上架后迅速售罄。 首发火热只是开始，二手交易平台上的表现才真正体现了市场的狂热。数据显示，该机型在二手平台上 溢价幅度从300元至3500元不等，部分稀缺配色版本甚至被炒至7000元以上，溢价超过100%。 二手市场呈现明显的价格分层：普通配置机型溢价集中在300-800元区间，而带有完整测试权限的工程 样机，因受到数码博主和开发者群体的追捧，溢价则飙升至2000-3500元。 市场的热度很快传导至资本市场。Choice数据显示，在合作消息发布当 ...

12月12日，观察者网获悉，荣耀公司品牌营销总裁、管理团队（EMT）成员、投资决策委员会（IRB） 委员郭锐通过微信朋友圈宣布辞别荣耀。 在离职感言中，郭锐回顾了四年多的奋斗历程，对荣耀的发展也表达了信心。据悉，郭锐已经于近期完 成本届任期，或将投身于科技领域二次创业。 图片转自郭瑞的朋友圈 公开资料显示，郭锐毕业于北京大学信息科学技术学院，并获得理学博士学位。2021年8月，郭锐以创 始管理团队成员的身份加入独立后的新荣耀，后担任荣耀公司品牌营销部（一级部门）总裁，统一管理 品牌、营销各体系工作。此前，郭锐于2017—2021年担任华为终端大中华区CMO，并曾在宝洁、中粮 蒙牛等大型全球企业担任核心管理职务。 2025年上半年，郭锐曾兼任中国区CMO，主导了全新Power系列、数字400系列、Magic V5等重要产品 的上市营销。 根据IDC发布的数据，2025年第三季度，vivo以17.3%的份额蝉联中国手机市场出货第一，苹果、华 为、小米分列第二至第四位，OPPO市场份额14.5%，同比微增0.4%，与并列第五的荣耀竞争胶着。 观察者网了解到，2024年12月，荣耀海外销量占比突破50%，并在多地实现 ...

Core Insights - The global semiconductor market is projected to reach $208 billion by Q3 2025, marking the first time it surpasses the $200 billion threshold, with a quarter-on-quarter growth of 15.8%, the highest quarterly growth rate since 2009 [1] - The demand for computing power driven by the AI wave is significantly increasing the value across various segments, including servers, AI chips, optical chips, storage, and PCBs [1] - The storage prices have bottomed out and are beginning to recover, while the utilization rates in the packaging and testing segment are gradually improving [1] Industry Trends - Over the next three years, "advanced process expansion" will be a key focus for self-controlled development, with domestic equipment making continuous progress in advanced process breakthroughs and validations [1] - CoWoS and HBM technologies are positioned to align with AI industry trends, highlighting the growing importance of advanced packaging [1] - In the consumer electronics sector, the successful application of foldable machine hinges by Honor and OPPO, along with increased investment from Apple, is accelerating the penetration of 3D printing technology [1] Market Performance - The global shipment of foldable smartphones in Q3 has increased by 14% year-on-year, reaching a historical high, with a continuous rise in high-end market penetration [1] - The Guotai ETF (589100), which tracks the semiconductor index (000685), experienced a daily fluctuation of 20%, reflecting the performance of listed companies across the semiconductor materials, equipment, design, manufacturing, and packaging testing sectors [1]

21世纪经济报道记者贺泓源、实习生李音桦 多放假促消费，已经照进现实。 12月3日至7日是吉林省义务教育阶段学生的专属冰雪假期。央广网披露数据显示，12月3日作为吉林省"雪假"首日，该省北大湖滑雪度假区、 中旅松花湖度假区等8家重点监测的冰雪场所，累计接待滑雪游客超过5万人次。长春的莲花山、天定山等，接待游客量同比增长100%。 12月1日至12月5日，新疆乌鲁木齐市、阿勒泰地区等开始试行首个"雪假"，加上前后两个周末，假期可长达9天，此举直接点燃了冬季冰雪消 费市场。乌鲁木齐市和阿勒泰地区各大滑雪场、酒店、民宿纷纷推出系列优惠。 受此推动，11月18日至12月1日，第三方平台上"阿勒泰滑雪"搜索量同比增长43%，"阿勒泰民宿"搜索热度增长近一倍；11月18日至20日，旅 行平台阿勒泰酒店预订量同比增长30%，环比增长52%。 在南方，则放起了秋假。 自2025年秋季学期起，广东、浙江、湖北等多地教育部门宣布试行中小学"春秋假"制度，其中秋假多集中在11月。 秋假期间，多地旅游产品预订搜索热度同比涨超50%。以四川成都为例，国家税务总局成都市税务局增值税发票数据显示，成都中国青年旅行 社接待游客约0.78万人 ...

文 | 新质动能，作者 | 沐风，编辑 | 时楠 在投资圈，段永平几乎是一个"神话"般的存在，被誉为"中国巴菲特"。近些年来，他隐居美国，每天打 打球、炒炒股，看上去闲云野鹤、不问世事。 不过，江湖上总有段永平的传说。他的持仓变化，总是被外界津津乐道。特别是今年以来，段永平在 AI圈的投资，总是撩动着市场的神经： 2025年二季度，他疯狂加仓英伟达、谷歌，被外界称为"AI信仰充值"；到了三季度，他又反手减持英伟 达，转头加仓了光刻机巨头ASML。他嘴上说着"对AI没看太懂"，身体却诚实地在资本市场上低吸高 抛。 他在公开场合多次表示："对AI还是没看太懂，但至少掺和一下，别错过。"这话听着像是在凡尔赛，其 实是他"理性参与"哲学的体现。 另一边是他的门徒们，在AI赛道上杀红了眼。拼多多的黄峥、OPPO的陈明永、vivo的沈炜、小天才的 金志江，苏州步步高张源.....他们正在各自的领域，把AI当成核心引擎，构建起一个庞大的"AI江湖"。 那么，这背后到底藏着什么样的商业逻辑？ 段永平的AI"哲学" 我们先看段永平，他对AI的态度看似矛盾，实则透着极深的投资智慧。 在美股的操作上，段永平是一个"价值投资者"。他 ...

要闻提示 NEWS REMIND 1.够猛！何小鹏立赌约：明年VLA追不上FSD，智驾负责人就裸奔 2.DeepSeek使用走私Blackwell芯片训练？英伟达回应：目前还没有看到任何证据 3.针对「行贿」新闻、中兴回应：反对一切形式的腐败行为 4.朱啸虎：腾讯过去20年从不烧钱试错，一直是等大家打明白了才发力 5.突发！魏牌CEO被曝"休假" 6.一骑手骗取苹果 iPhone 16 Pro Max 手机被判刑六个月 7. "国补"明年有望继续，官方定调 2026 年优化"两新"政策实施 8. OpenAI正式发布GPT-5.2！更实用：做表格、写PPT、敲代码等生产力大增 今日头条 HEADLINE NEWS 12月11日消息，据外媒报道，针对有关中国人工智能初创公司DeepSeek使用走私的Blackwell芯片开发 其即将推出的模型的报道，英伟达公司做出了回应。为了在AI竞赛中保持领先地位，美国禁止向中国出口 英伟达的Blackwell 芯片，该芯片被认为是该公司最先进的产品。据报道，DeepSeek 据称正在使用未经 授权偷运进入该国的芯片。 英伟达发言人在一份声明中表示：我们尚未看到任何证据或收到 ...

Group 1: OpenAI and GPT-5.2 Release - OpenAI officially released the GPT-5.2 series model, targeting paid ChatGPT users and API developers, with three versions: Instant, Thinking, and Pro [3][4][5] - The Instant version focuses on low latency and high responsiveness for tasks like information retrieval and document translation, while the Thinking version is designed for programming and complex project planning [3] - The Pro version emphasizes extreme accuracy and reliability for high-difficulty tasks in fields like research and finance, marking a significant enhancement in programming capabilities and factual accuracy [3][4] Group 2: Competition with Google - OpenAI CEO Sam Altman acknowledged the competitive pressure from Google’s Gemini 3, which has narrowed the performance gap between the two companies [4] - OpenAI is temporarily slowing down its AGI goals to focus on improving the quality of ChatGPT in response to this competition [4] - Altman expects OpenAI to exit its "red alert" status by January, indicating a stabilization in its competitive position [4] Group 3: Xiaomi's Smart Home Factory - Xiaomi announced the completion and production launch of its first major home appliance factory in Wuhan, capable of producing an air conditioner every 6.5 seconds [8][9] - The factory utilizes AI visual inspection for quality control, achieving 100% detection of key components and maintaining manufacturing tolerances of ±0.05 mm [9] - This facility represents a significant step in Xiaomi's strategy to create a closed-loop capability in the home appliance sector, integrating design, research, production, sales, and service [9] Group 4: Market Trends and AI Integration - ChatGPT topped the 2025 U.S. iPhone free app downloads, indicating a significant increase in the penetration of generative AI in daily life [16][18] - OPPO established a new smart product R&D department to unify its AI assistant services under the "Super Xiaobu" brand, reflecting a trend of deeper integration of AI across product lines [20][21] - Adobe integrated its applications into ChatGPT, allowing users to perform tasks like image editing and PDF processing through natural language commands, enhancing cross-platform creative productivity [57][59] Group 5: Industry Insights and Future Developments - Bill Gates commented on the AI industry, suggesting that not all high-valuation companies will succeed, and some investments may lead to "dead ends" [44][46] - MIT introduced a new chip manufacturing method that significantly improves energy efficiency, addressing the growing power consumption issues associated with AI and deep learning applications [41][42] - Spotify is testing a new feature that allows users to generate personalized playlists through natural language prompts, showcasing the increasing integration of AI in consumer applications [24]

（原标题：一条视频看懂手机智能体的来龙去脉） 21世纪经济报道记者 章驰 豆包手机终于让手机智能体火出圈了。 从2024年12月6日发出第一篇关于AI大模型进手机的报道后，竞争秩序场工作室对手机智能体跟踪报道 了一整年，今天一条视频帮大家恶补手机智能体的来龙去脉，带你看清这一年中的能力进展、技术路 线，商业生态，和合规安全挑战。 "2025年会是AI智能体元年。" 年初在竞争秩序场工作室报告中的预测在年尾得到印证。 云手机路线，它解决了无障碍权限调用的问题，但依旧需要读屏。 "无障碍权限"是大部分手机智能体都会用到的最高权限，通俗来说可以让智能体看到屏幕上密码、聊天 记录等所有信息，让智能体替用户操作手机，可以把它想象成为"上帝之手"。 在此前竞争秩序场工作室的测评中，许多手机厂商的智能体有无障碍权限使用混乱的情况。竞争秩序场 课题组曾发出对于无障碍权限使用的倡议，目前已被收录进行业协会标准。 最近大火的豆包手机助手让手机智能体局势瞬间改变，AI能力嵌入手机操作系统底层，同时也带来了 关于商业生态、合规风险的大讨论。 作为一个普通用户，手机智能体的风险主要来自阅读手机屏幕带来的隐私问题，还有AI幻觉带来的欺 ...

Core Insights - The article discusses the evolution of mobile AI assistants, highlighting their transition from basic chatbots to advanced personal assistants capable of performing tasks on behalf of users, thus reshaping the AI ecosystem [1][3][4] Group 1: Core Capabilities - Mobile AI assistants are changing the reliance on traditional apps, with major brands like Xiaomi, Honor, Vivo, OPPO, Huawei, and Samsung integrating their own AI assistants into devices [3][4] - Initial capabilities of these AI assistants were overhyped, with real-world success rates for tasks like food delivery being below 3% for most [3][4] - Two main technical routes for mobile AI assistants are identified: intent frameworks that require app cooperation and GUI agents that simulate user actions, with the latter being more prevalent [4][5] Group 2: Privacy and Security - The use of screen-reading capabilities by mobile AI assistants raises significant privacy concerns, as they can access sensitive information like chat logs and banking details [6][7] - The transfer of control to AI assistants poses risks, including potential misinformation and execution errors, which could lead to legal issues [6][7] - Systemic data security risks arise from high-privilege applications operating without external oversight, leading to potential misuse [7][8] Group 3: Commercial Dynamics - The competition between internet apps and mobile AI assistants is intensifying, with concerns that AI could replace human interactions, impacting app engagement metrics and advertising revenues [10][11] - The introduction of AI assistants like Doubao has sparked discussions about the future of app ecosystems and the potential for apps to become mere tools for AI [10][11] - The ongoing struggle for control over user data and the implications of AI's role in transactions highlight the need for clear regulations and responsibilities [12][13] Group 4: Future Considerations - The article emphasizes the necessity for transparent authorization mechanisms and clear accountability in AI operations to establish trust and legitimacy [13][14] - Proposals for giving AI assistants a distinct identity and establishing a regulatory framework are discussed as potential solutions to current challenges [14][15]