中国光学显示模块开发商南京栢拓视觉(BLTG.US)于上周五向美国证券交易委员会提交申请，计划通过 首次公开募股筹集至多1800万美元。该公司计划通过发行400万股股票来筹集1800万美元，发行价区间 为4美元至5美元。按照提议价格区间的中间值计算，市值将达到1.98亿美元。该公司的产品主要用于虚 拟现实及其他电子应用领域。 南京栢拓视觉是一家光学显示技术公司，专注于设计、开发及销售用于虚拟现实和增强现实、消费电子 以及其他新兴行业的光学显示模块及相关产品。该公司在中国及其他国际市场拥有超过20家客户群体。 南京栢拓视觉提供涵盖设计、工程和供应链管理的光学解决方案及服务。 这家总部位于南京的公司成立于2022年，截至2025年6月30日的12个月里实现了2600万美元的营收。该 公司计划在纳斯达克上市，股票代码为BLTG。栢拓视觉于2025年3月14日秘密提交了上市申请。老虎 证券是此次交易的唯一承销商。 ...

日前在四川省成都市举办的第二届金熊猫奖活动上，逾百家企业通过"遇见光影·牵手成都"成都影视产 业项目签约仪式，共计签约64个影视产业相关项目，总签约额超120亿元。影视产业具备文化影响力和 市场需求度，又能通过与文旅、餐饮等各类产业融合发展带动地方经济，在丰富群众精神生活、创造经 济效益等方面发挥着重要作用。 近年来，不少地方高度重视影视产业的发展，从政策、资金、人才引进等多维度给予支持。然而，部分 地方的影视项目过度追求商业利益与流量效益，忽视了文化品质与可持续发展。如何进一步推动影视产 业长远发展，值得各方深入思考。 但也要看到，部分影视产业从业者过度追求一时的流量红利和票房收益，既缺乏打造精品的能力，也缺 乏长远发展的眼光。长此以往，不仅不能将影视产业与区域经济发展有机结合，还会给当地文化传播与 产业发展带来不利影响。 为此，要从多方入手，推动影视产业高质量发展，为区域经济注入更多新动能。影视作品承载着文化价 值与经济价值的双重属性，各方应合力打造风清气正的创作环境，以精品创作弘扬中华优秀传统文化和 社会主义核心价值观，兼顾文化影响和商业收益，才能获得社会认可、观众认同。另外，要在创作方式 上创新。要运 ...

今年以来，全球智能眼镜市场迎来爆发式增长，第二季度出货量同比增长54.9%。随着巨头们新品迭 出，AI（人工智能）眼镜概念股已出现多轮行情。 与普通眼镜相比，AI眼镜被看作是下一代人机交互的入口，其技术路线目前分为三大交互范式，有以 Rokid为代表的"光波导显示派"，以META为代表的"无屏语音派"，还有以苹果为代表的"空间计算派"； 此外，阿里、小米等科技大厂的入局更是给AI眼镜赛道添了新火。 9月，META发布了首款搭载屏显功能的智能眼镜并宣布开放平台与AI技术。10月11日，灵伴科技旗下 的新品Rokid Glasses在平台Kickstarter的众筹项目获得5157名海外支持者，众筹金额定格在362.60万美 元。从META的新品发布到Rokid的产品出海，可以看出，AR+AI形态已经成为智能眼镜发展的重要方 向之一。 那么，竞争激烈的AI眼镜赛道究竟是真智能还是伪需求？企业如何打通"舒适—实用—时尚"的不可能三 角，通过技术创新解决全球用户的适配难题？近日，《每日经济新闻》（以下简称NBD）记者在第四 届全球数字贸易博览会上专访了灵伴科技董秘兼高级副总裁宓群。 操作系统是掌握体验和功耗的密码 我 ...

Core Viewpoint - Guangfeng Technology's stock price has shown significant growth this year, with a 46.83% increase, indicating strong market performance and investor interest [1]. Financial Performance - As of June 30, Guangfeng Technology reported a revenue of 961 million yuan for the first half of 2025, a year-on-year decrease of 11.09% [2]. - The company experienced a net loss of 131 million yuan during the same period, representing a substantial decline of 1300.25% compared to the previous year [2]. Stock Market Activity - On October 9, Guangfeng Technology's stock rose by 2.02%, reaching 21.68 yuan per share, with a trading volume of 158 million yuan and a turnover rate of 1.62% [1]. - The company had a total market capitalization of 9.958 billion yuan [1]. - The net inflow of main funds was 10.2871 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of June 30, the number of shareholders increased to 16,800, a rise of 3.72% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.58% to 27,298 shares [2]. - Guangfeng Technology has distributed a total of 174 million yuan in dividends since its A-share listing, with 68.14 million yuan distributed over the last three years [3]. Institutional Holdings - As of June 30, 2025, E Fund Stable Income Bond A (110007) was the ninth largest circulating shareholder, holding 5.0005 million shares, a decrease of 1.866 million shares from the previous period [3]. - Hong Kong Central Clearing Limited has exited the list of the top ten circulating shareholders [3].

我国首部脑机接口医疗器械标准明年1月1日正式实施—— 脑机接口产业明确路线图 国家药监局日前批准发布《采用脑机接口技术的医疗器械术语》行业标准，明年1月1日正式实施，这是 我国第一部脑机接口医疗器械标准。此前，工信部等7部门印发《关于推动脑机接口产业创新发展的实 施意见》(以下简称《意见》)，提出到2030年，脑机接口产业创新能力显著提升，形成安全可靠的产业 体系，培育2至3家有全球影响力的领军企业和一批专精特新中小企业，构建具有国际竞争力的产业生 态，综合实力迈入世界前列。伴随各项政策的出台，脑机接口产业发展日趋标准化、体系化。 脑机接口通过在脑与机器之间建立信息通道，实现生物智能与机器智能的协同交互，是一项生命科学和 信息科学融合发展的前沿技术。近年来，随着创新成果持续涌现，脑机接口产业加速壮大。公开数据显 示，2024年中国脑机接口市场规模为32.0亿元，预计到2028年将达61.4亿元。 中国信息通信研究院总工程师敖立认为，《意见》的出台是中国在脑机接口领域从"跟跑"到"并跑"乃 至"领跑"的关键一步，为应对人口老龄化、提升国家安全能力、培育新质生产力提供战略支撑。 《意见》明确了加强基础软硬件攻关、 ...

国家药监局日前批准发布《采用脑机接口技术的医疗器械 术语》行业标准，明年1月1日正式实施，这 是我国第一部脑机接口医疗器械标准。此前，工信部等7部门印发《关于推动脑机接口产业创新发展的 实施意见》（以下简称《意见》），提出到2030年，脑机接口产业创新能力显著提升，形成安全可靠的 产业体系，培育2至3家有全球影响力的领军企业和一批专精特新中小企业，构建具有国际竞争力的产业 生态，综合实力迈入世界前列。伴随各项政策的出台，脑机接口产业发展日趋标准化、体系化。 脑机接口通过在脑与机器之间建立信息通道，实现生物智能与机器智能的协同交互，是一项生命科学和 信息科学融合发展的前沿技术。近年来，随着创新成果持续涌现，脑机接口产业加速壮大。公开数据显 示，2024年中国脑机接口市场规模为32.0亿元，预计到2028年将达61.4亿元。 中国信息通信研究院总工程师敖立认为，《意见》的出台是中国在脑机接口领域从"跟跑"到"并跑"乃 至"领跑"的关键一步，为应对人口老龄化、提升国家安全能力、培育新质生产力提供战略支撑。 《意见》明确了加强基础软硬件攻关、打造高性能产品、推动技术成果应用、壮大创新主体、提升产业 支撑能力、保障措施 ...

Core Insights - The virtual digital human industry is experiencing significant growth due to advancements in generative AI, VR, and AR technologies, becoming a new engine for digital economic development [1][4] - Virtual digital humans play a crucial role in the digital transformation of traditional industries, offering both substitution and enhancement effects, which can lower labor costs and improve service efficiency [2][3] Group 1: Industry Applications - Virtual digital humans are being applied across various sectors including media, entertainment, finance, education, healthcare, agriculture, and government [1] - They can perform high-repetition tasks, thus reducing labor costs and enhancing work efficiency, particularly in industries requiring 24/7 interaction like live streaming and customer service [2][3] Group 2: Development Challenges - The virtual digital human industry faces challenges such as high production costs, poor interaction capabilities, and insufficient application scenarios, which hinder its integration into real economic needs [3] - Addressing these challenges requires a focus on commercial logic and understanding industry demands to ensure sustainable development [3] Group 3: Technological and Governance Innovations - The value of virtual digital humans is contingent upon technological breakthroughs and governance innovations, with a need for advancements in key technologies like intelligent sensors and graphics computing chips [4] - The industry requires a robust standard system, legal regulations, and government oversight to ensure ethical use and safety, alongside policy support for technology development and practical applications [4] Group 4: Market Potential - According to the China Internet Association, the core market for digital humans is expected to exceed 40 billion yuan by 2025, driving the overall industry market size to surpass 600 billion yuan [4]

Core Insights - The interest in ancient architecture in China is rapidly increasing, bridging the gap between these cultural treasures and the general public [1][2] - The game "Black Myth: Wukong" has significantly boosted tourism to ancient buildings in Shanxi, with visitor numbers for some sites experiencing dramatic increases [1] - The integration of modern technology in the preservation and restoration of ancient architecture has transformed traditional methods into a more scientific approach [2][3] Group 1: Tourism and Public Engagement - The game "Black Myth: Wukong" has led to a surge in popularity for previously lesser-known ancient buildings, with visitor numbers for Xixian Xiaoxitian reaching 687,000, a 411% increase year-on-year, and Yingshan Wooden Pagoda attracting 2.379 million visitors, a 164% increase [1] - The phrase "Follow Wukong to tour Shanxi" has become a popular cultural tourism term, frequently trending on social media [1] - The rise in interest has also led to the creation of various cultural and creative products related to ancient architecture, enhancing cultural dissemination [1] Group 2: Technological Advancements in Preservation - The preservation of ancient architecture has evolved from "experience-based restoration" to a "scientific protection" model, utilizing a comprehensive system that includes surveying, restoration, monitoring, and cultural transmission [2] - Advanced technologies such as laser scanning and drone photography allow for the rapid acquisition of three-dimensional point cloud data, generating models with millimeter-level precision [2] - Non-destructive testing methods, including X-ray fluorescence and infrared spectroscopy, enable the analysis of materials without damaging the structures, addressing issues of hidden damage [2][3] Group 3: Innovative Restoration Techniques - New environmentally friendly materials are now used for reinforcement, such as carbon fiber cloth for decayed wooden structures, which maintains the original appearance and structural characteristics [3] - Digital simulation technologies allow for testing the effectiveness of restoration plans against environmental factors, preventing secondary damage [3] - Real-time monitoring systems have shifted the approach from passive rescue to proactive warning, utilizing sensors to collect data and AI algorithms for analysis [3]

Core Viewpoint - The virtual digital human industry is experiencing significant growth opportunities driven by advancements in generative artificial intelligence (AIGC), virtual reality (VR), and augmented reality (AR), becoming a new engine for digital economic development [1] Group 1: Applications and Benefits - Virtual digital humans play a crucial role in the digital transformation of traditional industries, providing "replacement effects" by completing repetitive and labor-intensive tasks, thus reducing labor costs and enhancing work efficiency [2] - They also offer "enhancement effects" by supporting personalized customization, allowing for tailored interactions based on industry needs and customer preferences, which innovates service models and improves customer satisfaction [2] - In sectors like agriculture, virtual digital humans can provide real-time guidance on scientific planting and pest control, enhancing service accessibility and operational efficiency in the real economy [2] Group 2: Industry Demand and Development - The development of virtual digital humans must align with industry demands to gain sustainable growth momentum, addressing challenges such as high production costs and insufficient application scenarios [3] - By focusing on commercial logic and deeply exploring industry needs, the virtual digital human sector can adapt to practical applications, thereby demonstrating its substantial empowerment for industrial development [3] - Industry demand can also provide funding support for the optimization and technological evolution of virtual digital humans, reducing marginal costs and increasing capital returns through widespread application [3] Group 3: Technological Breakthroughs and Governance Innovation - The integration of cutting-edge technologies like generative AI, 3D modeling, voice synthesis, motion capture, and natural language processing is revitalizing the virtual digital human industry [4] - According to the "China Digital Human Development Report (2024)," the core market size for digital humans in China is expected to exceed 40 billion yuan by 2025, with the overall industry market size surpassing 600 billion yuan [4] - Key technological bottlenecks still exist, necessitating improvements in the resilience of the industrial and supply chains, particularly in the development of hardware like intelligent sensors and graphics computing chips, as well as software for modeling and rendering [4] - Establishing a comprehensive industry standard system, including key technology standards and ethical usage norms, is essential for governance innovation in the virtual digital human sector [4] - Strengthening policy guidance and support for the virtual digital human industry, while encouraging the development and application of key technologies, will foster high-quality industrial growth [4]

经济观察报记者 郑晨烨 市场的矛盾也体现在这里。 一方面，是研究机构给出的乐观预测一一根据Omdia在2025年9月28日发布的报告，AI眼镜的全球出货量在2025年的年增长率预计将达到158%，总量达到 510万台；该机构还预测，到2026年，市场规模有望突破1000万台。同时，这张牌桌上的玩家也分量十足，从Meta到谷歌，再从小米到华为，一众巨头都入 场已久。 但另一方面，对于需要把钱从口袋里掏出来的多数消费者来说，这事儿还没那么热闹。一副智能眼镜的价格不低，买回来到底能用来干什么，很多人还没完 全想明白。 不过，在AR眼镜这个目前还挺小众的市场里，已经有中国企业做到了全球出货量第一。 根据市场研究机构Counterpoint Research的数据，TCL电子（01070.HK）孵化的雷鸟创新，在2025年第二季度以39%的市场份额，取得了全球AR眼镜出货量 第一的位置。 从不带屏幕、主打AI功能的智能眼镜，以及技术更复杂的"AI+AR"融合型眼镜，雷鸟都有布局研发。 2025年，智能眼镜市场，正处在一个有些矛盾的节点上。 而要看懂这个市场，得先分清两个时常被混用的词——AI眼镜和AR眼镜。 简单地说， ...