岩芯元素分析仪是一种基于 X 射线荧光（ XRF ）、激光诱导击穿光谱（ LIBS ）等技术的精密仪器，通过无损或微损方式快速测定岩芯 样本中的元素种类（如 Si 、 Fe 、 Ca ）及含量（ ppm 至百分比级），结合地质建模软件生成元素分布图谱，用于矿产品位评估、油气储 层表征及环境地质研究，是资源勘探与岩芯数字化的关键设备。 岩芯元素分析仪市场概述 研究背景： 在全球矿产资源需求持续攀升和油气勘探向复杂储层深度拓展的背景下，传统岩芯检测技术的效率与精度已难以满足现代地质勘探需 求。岩芯元素分析仪凭借 X 射线荧光、激光诱导击穿光谱等先进技术，能够实现快速、无损的元素成分分析，在矿产评估、油气储层表 征及环境地质研究等领域的重要性日益凸显。近年来，该市场增长显著，主要受益于矿业自动化升级、页岩油气开发对高精度元素数据 的需求，以及全球对锂、稀土等关键矿产的战略性勘探加速。然而，核心技术依赖进口以及新兴检测技术的竞争仍是行业面临的主要挑 战。未来，随着人工智能驱动的智能分析技术的成熟，以及深海、深空勘探的逐步推进，岩芯元素分析仪将朝着更高精度、更强便携性 和更广泛的应用场景持续发展。 发展现状： 当前，岩 ...

Group 1: Chemical Industry Overview - The construction project growth rate in the basic chemical sector has turned negative, indicating a potential turning point for the industry [1] - The fixed asset growth rate is a leading indicator for supply growth, and the current negative trend in construction projects suggests that the chemical sector is approaching a new upward cycle [1][10] - The overall chemical sector requires multiple factors to resonate for the next upward cycle to begin, with oil prices being a key pricing anchor for most chemical products [1] Group 2: AI for Science (AI4S) in Chemical R&D - AI for Science represents a new paradigm in materials science research, with the potential to grow into a trillion-dollar market, significantly enhancing research efficiency through literature learning, AI model calculations, and automated laboratories [2] - The application of AI4S in the pharmaceutical sector is accelerating, with successful models for drug discovery and solid-state research being established [2] - China is positioned to lead in the AI4S market due to its comprehensive chemical manufacturing industry and supply chain, with key companies like 泰控股 and 志特新材 emerging as leaders [2][46] Group 3: Investment Opportunities in New Industries - The AI hardware sector, particularly in light connections, power supplies, and liquid cooling, presents significant investment opportunities, with companies like 东阳光 recommended for attention [3] - The solid-state battery market is expected to undergo transformation driven by demand from emerging sectors, with large-scale commercialization anticipated from 2026 onwards [3] - The robotics sector, particularly with tendon-driven systems, is gaining traction, with significant market potential as the technology matures [3][50] Group 4: Supply and Demand Dynamics - The supply side of the chemical industry is currently in a downward trend, with construction project growth rates at historically low levels [9][10] - Demand for chemical products has been affected by various external factors, including trade tensions and geopolitical events, but the overall demand is stabilizing as tariff disturbances recede [13] - The global chemical product sales accounted for 45% of the total market, indicating a strong position in the global supply chain [13] Group 5: Oil Market Impact - The oil market is facing increasing supply pressures, with predictions of excess supply in 2025, leading to a potential decline in oil prices [17][20] - Geopolitical tensions, particularly in the Middle East, continue to create uncertainty in oil prices, which directly impacts the profitability of the chemical sector [28][32] - The OPEC+ group is expected to increase production, further exacerbating the supply-demand imbalance in the oil market [25]

近来，随着金税四期"以数治税"政策全面落地实施，大多数企业尤其是中小微企业财税管理正面临前所 未有的转型压力。不过，在AI的赋能下，企业财税管理正加速向"AI智能驱动"转型升级，并催生数千亿 市场空间。 7月7日，杭州精算家人工智能技术有限公司(简称：精算家)面向企业财税管理领域发布大模型智能 体"深蓝财鲸"，依托多智能体协作框架和自适应强化学习技术，可自主完成复杂的财税处理任务，实现 财税处理的全流程智能化，为企业提供"一站式"综合财税服务，引发社会的广泛关注。 精算家称，"深蓝财鲸"彻底颠覆了传统财税服务模式，将企业从繁琐的日常做账工作中解放出来，提升 财务效率近20倍。有关专家认为，当前科技领域的竞争从芯片、大模型等技术层转向应用层，像财税这 类高频重复领域正适合AI重构。 市场分析认为，"深蓝财鲸"和DeepTax的出现，可以在三方面赋能企业财税管理：一是通过融合多模态 识别技术与自然语言处理能力，能够智能解析各类复杂票据，显著提升数据处理效率，解放更多人力； 二是可以关联RAG(检索增强生成)技术的动态AI财税知识库，可实时追踪市场政策变化，大幅缩短企业 应对税务新政的响应周期；三是基于大模型技术的 ...

"中国医药行业正进入创新发展期，给阿斯利康在华创新发展带来了更多动力和保障。"阿斯利康中国总 经理林骁在第六届跨国公司领导人青岛峰会期间接受经济日报记者采访时说，受中国一系列对外开放政 策的鼓舞，阿斯利康正持续深化在华业务布局。 今年3月，阿斯利康宣布投资25亿美元在北京建立全球战略研发中心并扩大合作，推动"中国创新"惠及 全球。"中国坚持推动高水平对外开放，优化营商环境，推动产业升级，让外商在华发展有了政策保 障，也促进了本土创新发展，推动了阿斯利康在中国乃至全球的产业布局和产品创新。"林骁说，"我们 非常看好中国的创新环境，阿斯利康在全球有六大战略研发中心，其中两个落户中国，分别在上海和北 京，研发团队总人数超过1000人。这体现了阿斯利康对中国市场的重视，也表明中国积极推动新药研发 的政策利好正在落地见效。" （文章来源：经济日报） 近日，阿斯利康与中国石药集团签署战略研发合作协议，聚焦人工智能驱动的药物研究，共同推进新型 口服候选药的发现和开发。林骁表示，阿斯利康十分重视与中国创新药企的合作，自2023年以来，已与 14家中国创新药企达成授权合作，总金额超过230亿美元。不仅是阿斯利康，很多国际药企都 ...

Group 1 - The establishment of the Youth Talent Association by the Chinese Academy of Agricultural Sciences aims to leverage young talent to break down disciplinary barriers and foster interdisciplinary collaboration for national strategic technological strength [1][2] - The association will organize various activities such as frontier forums, academic salons, cross-border seminars, and innovation workshops to encourage young talents to propose new theories, viewpoints, and methods [1][2] - The focus areas include AI-driven digital agriculture, next-generation biotechnology for bio-agriculture, green low-carbon technology for ecological agriculture, and life health technology for food nutrition [1][2] Group 2 - The need for high-level, especially interdisciplinary innovative talents is urgent due to the deepening technological revolution and industrial transformation [2] - The Chinese Academy of Agricultural Sciences will provide targeted academic guidance, career planning, and development support, while linking domestic and international academic resources [2] - The first academic exchange event themed "Agricultural Biosecurity - Youth and Future" was held, featuring reports from academicians and 27 young scientists on topics such as synthetic biology, engineering technology, and big data applications in agriculture [2]

"中国医药行业正进入创新发展期，给阿斯利康在华创新发展带来了更多动力和保障。今年3月，阿斯利 康宣布投资25亿美元在北京建立全球战略研发中心并扩大合作，推动'中国创新'惠及全球。"阿斯利康 中国总经理林骁在第六届跨国公司领导人青岛峰会期间接受记者采访时说。 林骁说："在与中国企业合作过程中，阿斯利康中金医疗产业基金也发挥着重要作用。通过这一基金， 我们对中国本土生物制药企业进行早期投资，更好地助力优质本土企业和中国创新产品与包括阿斯利康 在内的全球企业合作。目前基金规模已达5.5亿美元，已投资27家本土企业。" 谈及公司未来在华发展规划，林骁表示，过去30多年，阿斯利康已将40多款创新药物引进中国，今年以 来有8个新药和新适应症在华获批。到2030年，预计还有20款全球新药在中国上市。在研发领域，阿斯 利康将不断扩大在华研发投入，实现"In China for Global"(在中国，为全球)。此外，阿斯利康还持续深 化在华生产布局，自2023年起，累计投入超17亿美元加码"中国制造"，在无锡、泰州、青岛建立全球生 产供应基地，产品供应全球70多个市场。(经济日报记者袁勇) "中国坚持推动高水平对外开放，优化 ...

面对流量红利见顶、用户增长趋缓的现实，2025MWC上海成为通信行业寻找下一条增长路径的重要窗 口。从5G-A的大规模落地到AI与网络的深度融合，产业正经历一场从"联接为主"迈向"智能驱动"的系 统性跃迁。 一方面，5G-A正在打开新的能力边界，激发用户体验、行业应用与商业模式的全面革新。另一方面， AI技术正在重塑网络结构与服务逻辑，推动运营商从"管道服务商"走向"智能服务提供者"。 徐直军在2025MWC上海发表主题演讲 与此同时，视频内容结构也在悄然发生变化。尽管短视频已占全球移动流量的50%，但高清视频内容的 供给仍未充分激活。目前中国典型城市中，1080P及以上内容仅占22%。1080P相比360P能带来5倍的流 量提升，以每月50小时观看时间计，用户可消耗31.5GB流量，而中国2024年平均DOU仅为18.2GB，存 在显著增长潜力。 为此，产业界正呼吁构建系统性解决方案，推动运营商、OTT平台、终端厂商协同发力，从带宽成本优 化到内容供给提升、从终端功耗控制到用户体验保障，全面释放高清视频的商业潜力。 6月18日，华为副董事长、轮值董事长徐直军在大会演讲中指出，电信业历经近40年快速发展，已进 ...

Core Viewpoint - The company, Visionox, has submitted an application for an H-share IPO on the Hong Kong Stock Exchange, aiming to leverage its leading position in the commercial display equipment market and expand its product offerings in response to growing global demand for digital education and enterprise solutions [1][2]. Group 1: Company Overview - Visionox is a leading global company in commercial display equipment, particularly in interactive smart panels (IFPD) and LCD main control boards, holding a 23.8% market share in the LCD main control board sector in 2024 [1]. - Established in 2005, Visionox has expanded its business from LCD main control boards to a diverse range of high-growth potential smart control components, covering various sectors including white goods, automotive, energy storage, and robotics [1]. Group 2: Market Position and Growth - The company's Seewo brand has become the top revenue-generating brand in the interactive smart panel market for education in China, with a 17.5% global market share in 2024 [2]. - Visionox's MAXHUB brand, targeting the enterprise market, holds a 25.0% market share in China and ranks second globally with a 9.9% share in 2024 [2]. - The global market for interactive smart panels in education is projected to grow from 20 billion RMB in 2024 to 30.7 billion RMB by 2029, with a compound annual growth rate (CAGR) of 8.9% [2]. - The global market for commercial audio-visual (AV) equipment in education is expected to increase from 86.6 billion RMB in 2024 to 119.1 billion RMB by 2029, with a CAGR of 6.6% [2]. Group 3: Financial Performance - Visionox is projected to achieve a revenue of 22.4 billion RMB in 2024, an 11% increase from 20.1 billion RMB in 2023, driven by a 20.4% growth in smart control component revenue [3]. - The company's net assets are expected to reach 13.1 billion RMB by the end of 2024 [3]. Group 4: IPO and Fund Utilization - The IPO will be jointly sponsored by CICC and GF Securities (Hong Kong), with the raised funds aimed at supporting product research and development, enriching the product portfolio, and accelerating commercialization in core application scenarios [3].

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [2][10]. Core Insights - The company has achieved revenue growth in multiple application scenarios, with a focus on smart home and smart medical care sectors, which together accounted for 83.59% of total revenue in 2024 [6][8]. - The company is recognized for its expertise in smart linear drive products, which are essential components in various applications including smart homes, medical devices, and industrial automation [5][9]. - The company is expanding its global footprint by investing in a production base in Thailand, which is expected to enhance its competitive advantage in the global market [9]. Summary by Sections Company Overview - The company specializes in the research and production of smart linear drive products, with applications in smart homes, smart medical care, smart offices, and industrial transmission [5]. Financial Performance - In 2024, the company reported total revenue of 828 million yuan, a year-on-year increase of 15.74%, while net profit slightly decreased by 0.58% to 47 million yuan [6]. - For Q1 2025, revenue reached 211 million yuan, reflecting a 6.7% year-on-year growth, and net profit increased by 28.98% to 16 million yuan [6]. Market Position - The company has established strong technical advantages in the smart home sector, integrating its products with various smart home systems to enhance user experience and product stickiness [7]. - In the smart medical care sector, the company's products are crucial for the automation and intelligence of medical devices, improving the quality of life for patients and efficiency for healthcare workers [8]. Future Projections - Revenue forecasts for 2025-2027 are projected at 1.006 billion yuan, 1.190 billion yuan, and 1.369 billion yuan respectively, with corresponding EPS estimates of 0.60 yuan, 0.73 yuan, and 0.86 yuan [10][12]. - The company is expected to maintain a strong growth trajectory, particularly in the smart home and industrial transmission sectors [10].

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自Source：编译自techspot 。 光纤技术的飞跃打破了以前的限制，实现了专家曾经认为不可能实现的目标：使用一根不比人的头 发粗的光纤，以每秒 1.02 拍比特的速度传输数据——足以将 Netflix 上的每部电影下载 30 次以 上，传输距离为 1,808 公里。 这项突破的核心是由日本国家信息通信技术研究所 (NICT) 和住友电气工业公司推动的，它是一种 19 芯光纤，标准包层直径为 0.125 毫米，旨在无缝融入现有基础设施，无需进行昂贵的升级。 每根纤芯都充当独立的数据通道，在与传统单芯光纤相同的空间内共同形成"19车道高速公路"。 与早期仅限于短距离或专用波长带的多芯设计不同，由于改进了芯线排列，与之前的型号相比，该 光纤可将信号损失减少 40%，因此能够在 C 和 L 波段（全球使用的商业标准）上高效运行。 | | | | | | Achievement | | --- | --- | --- | --- | --- | --- | | Optical Fiber | Uncoupled | Uncoupled | 15-Mode | ...