在微尺度光调控、微流控等前沿应用中， 如何在有限空间内实现精确、可逆且可编程的结构调控 ，已成为智 能材料与微系统领域的重点突破方向。相比传统机械或电驱动方案，磁控柔性微器件因其非接触、远程操控、 响应迅速且易于集成的优势，展现出独特潜力。然而，其性能高度依赖于 对微小结构内部磁畴分布的精细编 程 ，目前仍面临效率低、复杂度高的问题。针对这一挑战，西交大联合团队提出了一种基于应力辅助预变形 的磁化策略，直接利用激光直写层间应力来完成微磁畴的精密编程，并首次将其用于构建 可磁控旋转的微型 单元阵列 ，实现了透光率连续可调的智能遮光功能。相关研究成果以《 Programmable Magnetization of Small-scale Soft Kirigami Pads via Interlayer Stress for Light Modulation 》为题，于 2026年1月4日发 表在国际顶级学术期刊《Advanced Functional Materials》（IF:19.0） 光线的调控在智能家居、光学仪器等领域至关重要。传统的调光器件往往依赖复杂的机械结构或慢速的环境响 应材料。近日，西安交通大 ...

中国工程院院刊，建设世界一流期刊，让工程造福人类，科技创造未来。 以下文章来源于Engineering ，作者马楠、李德毅 等 Engineering . 在无人驾驶领域，车道跟踪、车辆流量监控、变道辅助及车道保持等技术已得到广泛应用。但无人驾驶系统仍 面临一个根本性挑战：构建人与车之间的双向认知协同。无人车不仅需要准确理解人类行为，其决策也需能被 人类及时理解，二者缺一都会损害可信性。 为此，无人车必须具备深度的情境理解、自然的交互、持续的学习能力，才能建立真正的可信赖性。然而，驾 驶场景是高度动态、碎片化且无穷尽的，因此，无人车如何在这些日益复杂的真实场景中实现持续进化，构成 了其迈向真正智能化的最后一道难关。 近日，清华大学李德毅和北京工业大学马楠作为通讯作者在中国工程院院刊《 Engineering》期刊上发表"无 人驾驶具身交互智能"的研究论文，提出了无人驾驶具身交互智能理论框架，通过跨媒体感知、机器学习、认 知计算和生成式人工智能等技术，构建与物理世界统一的智能表达与学习方法。 该研究创新性地构建了端到端感知 -认知-行为闭环反馈范式，使无人车不仅能交互、会学习、可信任，更能 在日常驾驶中遇到的每 ...

Core Viewpoint - The commercial aerospace sector experienced significant declines, while the GEO concept continued to thrive, indicating a strong market interest in AI applications and aerospace information, referred to as the "new SEO of the AI era" [1] Group 1: Market Performance - The stock market saw a surge in certain stocks, with Liou Co. achieving five consecutive gains, and Inertia Media recording six gains over seven days, showcasing short-term explosive price performance [2] - BlueFocus's stock price doubled in seven days, with a single-day trading volume of 19.32 billion yuan on January 12, leading the market [2] - The concept sector attracted over 5 billion yuan in net inflows from main funds over two consecutive days, indicating strong institutional and retail investor interest [3] Group 2: Market Drivers - Elon Musk's open-source recommendation algorithm for the X platform has broken down technical barriers in the industry, shifting GEO optimization from "blind trial and error" to "precise strategies," serving as a catalyst for the current market trend [4] - The explosive growth in AI assistant user numbers is projected to reduce traffic from traditional search engines by 50% by 2028, positioning GEO as a core method for optimizing AI search traffic and creating a trillion-yuan market space [4] Group 3: Industry Analysis - BlueFocus (300058) is a leader in AI marketing and GEO, enhancing its technical capabilities through strategic investments in GEO startups like PureblueAI [5] - Easy Point (301171) is a benchmark in cross-border GEO, serving as a primary agent for Google and developing its own "Overseas Compass" [5] - Inertia Media (603598) has established a strategic GEO division and algorithm team to customize AI knowledge bases, serving major platforms like Douyin and Kuaishou [5] - Zhejiang Wen Internet (600986) launched the HochiGEO intelligent body, offering GEO as a subscription-based SaaS adaptable to mainstream AI platforms [5] - Liou Co. (002131) integrates LeoAI and the "Ougu Yi" model for comprehensive marketing GEO optimization [5] - Tianlong Group (300063) is recognized for its precision marketing, applying SWM experience to optimize GEO prompts [6] - Zhi De Mai (300785) collaborates with MiniMax to enhance brand recommendation efficiency through GEO optimization [7] - Chinese Online (300364) provides a wealth of licensed digital content as quality data for GEO, supporting AI-native brand narratives [7] - Fushi Holdings (300715) partners with iFLYTEK to empower GEO with AIGC tools, facilitating business applications in various industries [7]

Group 1 - The core viewpoint of the news highlights the growth and investment opportunities in the robotics industry, particularly in Shanghai's advanced manufacturing sector, with a focus on smart factories and increased robot density by 2028 [1] - The Shanghai government has issued a three-year action plan (2026-2028) aiming for full coverage of smart factories among large enterprises and a robot density of 600 units per 10,000 people, with a digitalization level of smart manufacturing equipment reaching over 70% [1] - The China Securities Robotics Index has shown a positive trend, with notable increases in constituent stocks such as Zhongkong Technology (up 13.69%) and Buke Co., Ltd. (up 8.85%) [1] Group 2 - The self-variable robotics company in Shenzhen has recently completed a 1 billion yuan A++ round of financing, attracting investments from major internet companies including Meituan, Alibaba, and ByteDance [1] - Open Source Securities predicts that 2026 will be the year of mass production for humanoid robots, identifying key investment opportunities in leading domestic companies, core supply chains, and standardized manufacturing [1] - The top ten weighted stocks in the China Securities Robotics Index account for 52.83% of the index, with major players including iFlytek, Huichuan Technology, and Top Group [1] Group 3 - The Jia Shi Robotics ETF (159526) closely tracks the China Securities Robotics Index, selecting companies involved in system solutions, digital workshops, automation equipment manufacturing, and other robotics-related sectors [2] - Investors without stock accounts can access the robotics industry development opportunities through the Jia Shi Robotics ETF linked fund (024620) [3]

Group 1 - The core viewpoint of the news highlights the ongoing enthusiasm in the A-share software sector, with significant inflows into the Software 50 ETF, which saw a rebound of over 1.3% and attracted 1.43 billion yuan in funds yesterday and over 1.2 billion yuan today [1][4] - The AGI-Next summit discussed the shift in large model competition from "Chat" to "Agent" phase, emphasizing the importance of executing complex tasks in real environments, with 2026 predicted to be the year of commercial value realization [4][6] - Major stocks within the Software 50 ETF showed strong performance, with notable increases such as Zhongke Xingtou rising over 10%, Yonyou Network hitting the daily limit, and Wanxing Technology increasing over 9% [4][5] Group 2 - The AI industry is experiencing a surge in interest, with significant developments in capital, applications, and technology, as evidenced by the strong market performance of leading general large model companies that recently went public [6] - The upcoming release of DeepSeek's flagship model V4 is expected to enhance competition among first-tier general large models, with a focus on AI-assisted programming tools that are anticipated to achieve large-scale commercialization [6][7] - Analysts predict that 2026 will mark the investment year for AI applications due to continuous improvements in model capabilities, decreasing computing costs, and accelerated monetization processes in AI applications [7][8]

Core Viewpoint - The 2025 China Internet Enterprises Social Responsibility Forum emphasizes the theme of "Inclusive Digital Future, Shared Social Responsibility," aiming to explore new methods for social responsibility in the digital era and promote healthy development in the internet industry [1]. Group 1: Forum Overview - The forum was organized by the China Internet Association and included various stakeholders such as government officials, industry leaders, and experts from organizations like Alibaba, Meituan, and Tencent [2]. - The forum featured speeches and discussions on the importance of social responsibility in the internet sector, highlighting the need for collaboration and innovation [2][4]. Group 2: Key Speeches and Recommendations - Huang Chengqing, a key speaker, outlined four recommendations for the internet industry: integrating technology for good, fostering partnerships for ecological prosperity, embedding green development into operations, and promoting open dialogue to address challenges [4]. - Lv Shiming emphasized the significance of building an accessible environment as a marker of national and social civilization, highlighting the legal framework supporting 85 million disabled individuals and 310 million elderly people in China [5]. Group 3: Reports and Initiatives - Zhao Xinxin presented the "Sustainable Information Disclosure Development Report (2025)," indicating that the overall quality of information disclosure in the internet and communication sectors is improving, with significant advancements in quantitative data disclosure and substantive issue analysis [6]. - The "China Internet Elderly Assistance and Disability Support Intelligent Application Common Technology Service Platform" was launched to address the needs of 130 million elderly individuals living alone and 30 million individuals with severe disabilities [7][11]. Group 4: Collaborative Efforts and Future Plans - The China Internet Association, along with other organizations, initiated a recruitment plan for partners in the intelligent application ecosystem, focusing on collaboration among government, enterprises, social organizations, and research institutions [8]. - The forum also announced the "Digital Temperature" series of promotional activities aimed at showcasing the internet industry's social responsibility practices through case studies [12]. Group 5: Trends and Future Directions - A report on the "Top Ten Trends in Internet Industry Sustainable Development" was released, highlighting the integration of environmental, social, and governance (ESG) factors into business operations and the role of artificial intelligence in reshaping industry responsibilities [11]. - The forum concluded with a roundtable discussion on "Technology for Good and Business Practice," emphasizing the importance of sharing experiences and best practices in fulfilling social responsibilities [14].

今日A股科技赛道涨跌分化，AI应用板块延续强势，人工智能、AI智能体、软件开发板块盘中跳水后震 荡调整，沪市规模最大的人工智能AIETF（515070）跌0.6%，持仓股用友网络涨超8%，合合信息涨超 6%，奥比中光-UW、深信服、科大讯飞涨幅居前，复旦微电、恒玄科技、光迅科技、和而泰跌幅居 前。 （文章来源：每日经济新闻） 国盛证券表示，字节跳动等国内大厂资本开支规划显著提升，芯片供给端出现边际改善，叠加国产大模 型持续迭代，推动国内大厂数据中心招投标活动重启，通信行业内部的板块轮动再次聚焦到IDC（数据 中心）。IDC市场正处于供需格局转变中，这一转变的核心驱动因素是芯片供给的边际改善与国产AI应 用需求的爆发。当前IDC板块估值和位置均处于底部区间，为修复提供了空间。 人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 ...

Core Insights - The article highlights a significant shift in the Chinese large model industry, with application projects accounting for nearly 60% of the market, indicating a transition from technical competition to value validation in commercial scenarios [1][3][25] - In 2025, the number of large model-related bidding projects reached 7,539, with a disclosed amount of 29.52 billion yuan, marking a dramatic increase of 396% and 356% compared to 2024 [1][3] - The report emphasizes the importance of industry-specific knowledge and high-quality private data as key competitive advantages in the evolving market landscape [19][20] Market Trends - Application projects dominated the bidding landscape, comprising 58% of the total projects, with a peak of 63% in November 2025 [1][5] - The trend shows a quarterly increase in application project share from 44% in Q1 to 61% in Q3, stabilizing at 60.5% in Q4 [5] - The highest monetary share came from computing projects at 52.9%, but their quantity share was only 27%, indicating a preference for direct procurement of computing power and existing models for application development [5] Industry Distribution - The top five industries by project quantity were education, government, telecommunications, energy, and finance, with the government sector leading in monetary share at approximately 40% [5] - The financial sector showed a notable shift from computing investment to application deployment in the latter half of 2025 [5] Vendor Landscape - Major players in the bidding market included general large model vendors like iFlytek, Baidu, Volcano Engine, and Alibaba Cloud, alongside specialized vendors like Zhongguancun KJ, which focused on niche markets [6][11] - Zhongguancun KJ ranked fourth among financial industry large model vendors, showcasing its deep industry expertise and successful project implementations [13] Case Studies - Zhongguancun KJ's collaboration with China Shipbuilding Group led to the development of a large model for the shipbuilding industry, integrating a vast knowledge base and enhancing operational efficiency [11][12] - In the finance sector, Zhongguancun KJ has served over 500 leading financial institutions, creating a comprehensive financial intelligent agent matrix that integrates AI capabilities into core business processes [13][14] Future Outlook - The market is expected to enter a "deep water zone" in 2026, where return on investment (ROI) will become a critical metric for evaluating AI projects [18] - The relationship between specialized vendors and general platforms is anticipated to evolve from competition to collaboration, fostering a symbiotic ecosystem [22][23]

"可以自豪地告诉大家，在今天中国所有的主流大模型中，讯飞星火是唯一基于全国产算力训练的通用 大模型。"刘庆峰表示，随着国产算力底层能力的进一步提升，讯飞星火的训练成本仍有较大的下降空 间。 科大讯飞董事长刘庆峰在会上表示，在全国产算力平台上，国产大模型即使在参数规模小一倍的情况 下，也已可对标国际领先水平。在芯片供应受限的背景下，自主可控的AI基础设施已初步成型。 刘庆 峰指出，过去几年在算力资源受限的条件下，科大讯飞为持续优化星火大模型的训练及推理成本效率， 投入了巨大精力。与直接使用英伟达卡上开展的各种工程优化不同，科大讯飞选择了更难的全国产算力 路线。 据介绍，自2023年5月起，科大讯飞联合华为先后攻克了万卡高速互联组网、计算通信隐藏、训练推理 强交互、高吞吐推理优化以及国产算子优化等一系列难题。这使得通用大模型及类o1深度推理模型的训 练效率（对标A100）从最初的30%-50%，大幅提升至85%-95%以上。 2025年以来，科大讯飞再次攻克 了国产算力训练的两座"大山"：在长思维链强化学习方面，将深度推理训练效率（对标A800）从30%提 升至84%以上；在MoE模型全链路训练方面，将效率从20 ...

Core Insights - The robot industry is experiencing unprecedented growth, with a market size surpassing 100 billion and an annual growth rate exceeding 20% [1] - There is a widening information gap in the industry, highlighting the need for a professional platform that can provide in-depth analysis and insights [1] - The "Robot Lecture Hall" serves as a leading vertical media platform in China, boasting over 1 million precise users and covering the entire industry chain [1] Industry Opportunities - The robot industry is at a historic turning point, with both domestic and international giants investing heavily [1] - The lack of a comprehensive platform for deep analysis presents a unique opportunity for content creators and analysts [1] Platform Advantages - Joining the "Robot Lecture Hall" allows individuals to be at the forefront of observing the robot industry [2] Recruitment Needs - The company is seeking talent across five major sectors, including media, short video production, planning, think tank consulting, and government relations [4][7] - Specific roles include deputy editor, lead writer, and various positions in short video and planning sectors [4][7] Media Sector Roles - The media sector requires individuals with experience in technology media or related fields, capable of producing original content and tracking industry trends [5][8] Short Video Sector Roles - The short video sector is looking for content planners and operators who can create engaging video content and manage social media accounts effectively [9][11] Planning Sector Roles - The planning sector seeks individuals who can conceptualize and execute brand events, ensuring alignment with brand identity and messaging [13][15] Think Tank Consulting Roles - The think tank consulting sector requires senior researchers and industry analysts who can conduct in-depth policy analysis and produce comprehensive reports [16] Government Relations Roles - The government relations sector focuses on establishing and maintaining connections with various government levels to align company resources with governmental needs [17] Company Background - The "Lide Robot Platform" has been a prominent service provider in the robot industry for 10 years, offering various professional services to over 300 leading companies [20][22] - The platform has a strong focus on the development of the robot industry, particularly in key regions like Beijing, Shanghai, and Hangzhou [22]