凤凰网科技讯（作者/于雷）9月24日，今日在北京开幕的2025骁龙峰会·中国上，高通公司正式发布产 业合作项目——"AI加速计划"。在公司成立40周年并进入中国市场30年之际，高通选择与中国产业伙伴 共同开启AI时代的新篇章。此举标志着继5G之后，高通再次集结中国科技力量，意图加速人工智能在 各类终端和行业的规模化应用。 高通中国区董事长孟樸在发言中强调，高通与中国产业的合作是"理念相投、价值相契"的结果。此 次"AI加速计划"的启动，是继"5G领航计划"和"5G物联网创新计划"后，高通在中国市场的又一次重大 生态系统构建行动，旨在与中国合作伙伴共同抓住新一轮AI技术变革带来的发展机遇，共创下一个辉 煌的三十年。 该计划的合作伙伴阵容强大，不仅包括了中国电信（601728）、中国移动（600941）、中国联通 （600050）三大运营商，也集结了小米、荣耀、vivo、OPPO等主流手机厂商，以及中兴、龙旗、华 勤、立讯精密（002475）等产业链企业，值得注意的是，本土大模型公司面壁智能也名列其中。 据高通首席运营官Akash Palkhiwala介绍，此计划将聚焦三大方向：持续为智能手机带来更多AI功能、 ...

Core Insights - The 2025 Snapdragon Summit in China marks Qualcomm's 30 years of development in the country and aims to explore the future of global industrial collaboration and innovation in the AI technology wave [1][4][18] - Qualcomm launched the "AI Acceleration Initiative" to enhance edge intelligence capabilities and applications across various industries [1][10][16] Group 1: Event Overview - The summit features representatives from government, industry associations, and over a hundred partners discussing the future of AI and technology [1][3] - The event showcases over a hundred technological breakthroughs in areas such as AI, connectivity, imaging, and gaming [3] Group 2: Qualcomm's Vision and Strategy - Qualcomm's Chairman in China, Meng Pu, emphasized the importance of collaboration and shared values in driving innovation over the past 30 years [4] - The company has developed a comprehensive product portfolio from 3G to 5G, supporting over 210 models from various Chinese automotive brands in the last three years [4][10] Group 3: AI Acceleration Initiative - The initiative aims to drive AI innovation and scale across multiple industries and devices, focusing on collaboration with Chinese partners [10][11][16] - Key trends driving AI development include the shift from smartphone-centric to agent-centric interfaces and the need for deep collaboration among algorithms, hardware, and application scenarios [8][10] Group 4: Industry Collaboration - Various industry leaders, including representatives from China Telecom, China Mobile, and ZTE, expressed their commitment to deepening collaboration with Qualcomm in AI and communication technologies [18][19] - The summit serves as a platform for discussing the future of AI and its integration into various sectors, highlighting the importance of open cooperation and shared innovation [18][19]

本报讯 （记者谢岚）近日，第22届中国网络安全年会暨国家网络安全宣传周网络安全协同防御分论坛 在昆明召开。中央网信办副主任、国家网信办副主任杨建文出席会议并发言，他表示要促进系统安全、 数据安全、内容安全、新技术安全"四位一体"安全联通互动，切实推动构建大网络安全工作格局、推进 国家网络安全体系和能力现代化。 作为网络安全领域的中坚力量，网宿科技股份有限公司（以下简称"网宿科技"）子品牌网宿安全受邀出 席会议。会上，网宿科技安全事业部高级总监胡钢伟发表了题为《数智化时代应急响应的范式重构：基 于边缘智能的一体化防御实践》的演讲，分享了网宿安全关于网络安全体系化的创新实践思路。 AI技术驱动攻防生态变革 当前，全球数字化智能化浪潮持续推进，AI技术已成为企业数字化转型的核心驱动力，但同时也深刻 改变着网络安全攻防生态。胡钢伟在演讲中指出，AI正推动攻击链条向智能化、自动化、专业化演 进。随着云计算应用的普及，针对云基础设施与供应链的高隐蔽性攻击愈加频繁并具有强破坏力。 值得关注的是，针对大模型安全挑战，网宿安全推出业内首个基于专家深度测试的大模型安全评估服 务，安全专家模拟攻击者，为大模型一站式全域"排雷"，确 ...

以下文章来源于深圳市存储器行业协会 ，作者GMIF2025 深圳市存储器行业协会 . 深圳市存储器行业协会（SMIA）于2019年正式成立，SMIA是非盈利性的半导体行业社会团体，协会始于 湾区，立足中国，面向全球。以"聚焦存储领域，增进产业协同"为主要工作方向，为会员企业搭建良好的 产业协作平台，构建良好的存储产业生态圈。 公众号记得加星标⭐️，第一时间看推送不会错过。 过去数十年，存储产业一直是半导体领域中波动最为剧烈的板块。价格起伏、供需失衡、产能扩缩， 几乎成为行业常态。而进入2025年，随着AI大模型、海量数据与边缘智能的加速落地，存储产业正 在经历从 "周期驱动" 向 "结构性增长" 的深刻转型。 全球存储市场正从"容量扩张"向 "更高性能、更高能效与系统协同" 全面跃迁。新一代内存与闪存产 品快速演进，先进封装、接口协议与架构创新加速落地，驱动整个产业链迈向高质量发展新阶段。 世界半导体贸易统计组织近日发布的数据显示，2025年H1全球半导体市场规模达 3460 亿美元，同 比增长18.9%，其中 半导体存储增长20% 。多方机构预测，2025年第三季度存储产品价格将持续上 扬，尤其是企业级SS ...

Core Viewpoint - The company reported a revenue of RMB 407 million for the six months ending June 30, 2025, representing a year-on-year growth of 10.03%, and a net profit of RMB 14.92 million, up 18.97% year-on-year, with earnings per share of RMB 0.03 [1] Group 1: Business Strategy and Development - The company is shifting its focus from building edge computing infrastructure to developing scenario-based edge computing applications and deep integration with various industries [1] - The company has strengthened its core strategy of "Edge Cloud + AI Services" in response to the industry trend of integrating edge computing with AI [1] - The company has deployed nodes across the country to create a "10-kilometer low-latency computing service circle" that supports localized computing power and achieves network integration [1] Group 2: New Services and Solutions - In the first half of 2025, the company successfully launched multiple new services, including the EdgeAIStation service, which adapts mainstream AI models to the computing platform [2] - The company introduced a private deployment solution for large AI models, allowing enterprise clients to build exclusive knowledge bases and benefit from integrated, secure, and efficient AI solutions [2] - A one-stop power scheduling solution was launched, capable of managing diverse computing resources, including GPUs, NPUs, and FPGAs, simplifying customer operations [2] Group 3: Recognition and R&D Achievements - The company's efforts have been recognized by clients and leading institutions, collaborating with industry leaders and universities to provide edge computing and AI model development services [3] - The company has been ranked among the top 20 edge computing companies in China for three consecutive years and has been included in the "2025 Government Industry Trust Ecology Map" [3] - In R&D, the company developed real-time video stream intelligent analysis technology using computer vision models and advanced cloud-edge collaborative intelligent IoT systems [3]

Core Insights - The CCF 2025 China Digital Services Conference was held from August 19 to 21, focusing on the theme "Smart Services: Reshaping Industrial Systems and Empowering Social Governance" [1] - The conference attracted over 1,000 participants, including top experts and representatives from universities, research institutions, and well-known enterprises [1] Event Highlights - The conference featured a diverse range of sessions including invited reports, regular forums, academic forums, educational forums, and innovation competitions [1] - A new educational and academic forum was established in the low-altitude economy sector to address national professional and industrial needs [1] - The Shandong Computer College Dean Forum was introduced to support the development of local academic disciplines [1] Research and Innovation - The conference covered over 100 cutting-edge topics such as intelligent unmanned systems, agricultural large models, AI in biomedicine, quantum computing, low-altitude economy, edge intelligence, integrated vehicle-road-cloud systems, and cloud-native service governance [1] - A total of 116 papers were submitted, with 49 accepted, showcasing the latest research achievements and industrial practices in China's digital services sector [1]

Core Viewpoint - Runhe Software (300339) reported a strong performance in the first half of 2025, with significant growth in revenue and net profit, indicating a solid and sustainable development strategy in its core business areas [1] Financial Performance - The company achieved an operating revenue of 1.747 billion yuan, representing a year-on-year increase of 10.55% [1] - The net profit attributable to the parent company, excluding non-recurring items, was 52.17 million yuan, reflecting a year-on-year growth of 47.33% [1] Business Segments - The financial technology segment generated revenue of 890 million yuan, up 6.06% year-on-year [1] - The intelligent IoT segment reported revenue of 606 million yuan, marking a 23.85% increase year-on-year [1] - The smart energy information segment earned 200 million yuan, with a year-on-year growth of 4.65% [1] - Innovative business areas, which the company has been developing in recent years, achieved sales revenue of approximately 368 million yuan, a year-on-year increase of 8.96%, accounting for 21.07% of total operating revenue [1] Strategic Positioning - Runhe Software is positioned as a professional service provider focused on IoT, edge intelligence, data governance, and AI applications [1] - The company's traditional business areas are supported by financial technology, intelligent IoT, and smart energy, while also leveraging partnerships with Huawei's ecosystem and innovative platforms like HarmonyOS and Euler to drive growth [1]

Group 1: Event Overview - The 2025 World Robot Conference opened in Beijing, focusing on the theme "Making Robots Smarter and Bodies More Intelligent" with over 50 participating companies and 1,500 products showcased, including more than 100 new releases, nearly double from last year [1] - The event featured forums, exhibitions, competitions, and supporting activities, highlighting the rapid growth of the robotics market [1] Group 2: Market Growth - According to Frost & Sullivan, the Chinese intelligent service robot market grew from 19.3 billion yuan in 2018 to 51.6 billion yuan in 2022, with a compound annual growth rate of 27.9% [1] Group 3: Humanoid Robots - Tesla has accelerated its humanoid robot production plans, raising its 2025 production forecast for the Optimus robot to a maximum of 10,000 units, reflecting increased optimism in the humanoid robot market [2] - Major tech companies like NVIDIA, Microsoft, and Google are entering the humanoid robot sector, with JPMorgan estimating a potential market size of around 5 billion units driven by demographic and labor trends [2] Group 4: AI and Robotics Integration - The conference showcased numerous examples of deep integration between AI and robotics, indicating a shift towards more intelligent manufacturing and service robots [3] - Companies like iFlytek demonstrated advanced capabilities in natural language understanding and interaction, enhancing human-robot communication [3] Group 5: Advanced Robotics Capabilities - The AlphaBot series from a newly established company, Zhi Ping Fang, demonstrated its ability to handle multiple tasks across various applications, showcasing significant technical advancements [3] - Robots are now capable of performing more complex tasks, such as logistics sorting and beverage preparation, with a single arm capable of lifting up to 10 kilograms [3] Group 6: Edge Intelligence - The rise of edge intelligence allows robots to react in real-time, with NVIDIA presenting new hardware and software products aimed at developing the next generation of humanoid robots [4] - The integration of AI chips and edge computing platforms is enhancing robots' offline thinking and online adaptability [4] Group 7: Collaborative Robotics - Companies like UBTECH are demonstrating the potential of collaborative robots in industrial settings, utilizing group intelligence technology for task management and coordination [5][6] - The application of collaborative robotics is seen as a key technology for industrial applications, with ongoing testing and promotion [6] Group 8: Challenges in Commercialization - Despite advancements, humanoid robots still face significant challenges in commercial deployment, including high technical barriers and the need for improved algorithms and safety applications [7][8] - The industry consensus indicates that humanoid robots are still in the early stages of practical application, with many functionalities requiring further development [8] Group 9: Pricing Issues - The pricing of humanoid robots remains a barrier to widespread adoption, with recent models priced at approximately 39,900 yuan, which is still considered high for consumer markets [8][9] - There is a push for prices to be reduced to levels comparable to household appliances to facilitate broader market penetration [9]

Group 1: Industrial Robot Export Growth - China's industrial robot exports increased by 61.5% in the first half of the year, positioning the country as the second-largest global market share holder [1] - The growth reflects significant technological and market breakthroughs in the robotics industry, with robots becoming increasingly integrated into daily life [1] - The trend indicates a shift towards creating new demands in the industry, emphasizing the need for companies to establish patent protections and gain influence in standard-setting [1] Group 2: Collaboration in Robotics and Sports - Beijing Humanoid Robot Innovation Center partnered with Li Ning to establish the first humanoid robot sports science joint laboratory in Beijing [2] - This collaboration highlights the accelerating convergence of sports and robotics technology, attracting venture capital into high-growth sectors [2] - The long-term focus should be on enhancing core algorithm development to reduce reliance on imported components, thereby solidifying China's global leadership in the field [2] Group 3: Hongbo Co., Ltd. Financial Performance - Hongbo Co., Ltd. reported a turnaround in its financial performance, with a projected net profit of 29.8 million to 44.2 million yuan for the first half of the year, compared to a loss of 39.56 million yuan in the same period last year [3] - The completion of the computing power project by its subsidiary significantly boosted revenue, reflecting the explosive growth in demand for AI infrastructure [3] - The reliance on a single project for profitability raises concerns about sustainability amid increasing market competition, highlighting the need for a balance between innovation investment and stable profitability [3]

Core Viewpoint - The company expects significant revenue growth in the first half of 2025, but anticipates a shift from profit to loss in net income due to various market pressures and increased costs [1]. Group 1: Financial Performance - The company forecasts a revenue increase of 74.63% to 93.01% in the first half of 2025, with expected revenue between 38 billion to 42 billion RMB for the first half of this year [1]. - The projected net loss for the first half of 2025 is between 80 million to 120 million RMB, a stark contrast to a profit of 388 million RMB in the same period last year [1]. - In Q1 2025, the company reported a revenue increase of 54.41% year-on-year, but a net loss of 69.09 million RMB [3]. Group 2: Market Dynamics - The storage chip market is experiencing improved supply-demand dynamics, driven by adjustments in production capacity and increased demand from data centers, leading to a recovery in overall prices [1]. - Since Q2 of this year, the company has seen a significant revenue increase, with expected revenue between 25.48 billion to 29.48 billion RMB, representing over 86.67% year-on-year growth and over 103.51% quarter-on-quarter growth [2]. Group 3: Business Strategy and Development - The company has transitioned from a single product supplier to an integrated service provider, offering customized storage solutions that combine hardware, technology, and supply chain management [2]. - The company is focusing on expanding its enterprise-level storage and embedded storage businesses, with significant growth in these areas [2]. - The company plans to launch a full range of industrial-grade products this year, leveraging a combination of self-developed and third-party control solutions to capitalize on opportunities in edge intelligence brought by AI [2][3]. Group 4: R&D and Cost Management - The company is increasing its R&D investment, with R&D expenses expected to reach approximately 130 million RMB in the first half of 2025, a 50% increase year-on-year [1]. - The implementation of an equity incentive plan has resulted in share-based payment expenses of approximately 24.91 million RMB, an increase compared to the previous year [1].