五月的鹏城，阳光愈发炽热，第二十一届中国（深圳）国际文化产业博览交易会于5月22日至26日在深 圳举办。一件件文艺精品集中亮相、一个个创新成果闪亮发布，一场场推介订货密集上演，引领文化产 业发展风向。记者在这个被誉为"中国文化产业第一展"的文博会上感受到，伴随新一轮科技革命的方兴 未艾，千年文脉在时光的流转中掀起一股澎湃的创新浪潮，蕴藏着勃勃生机的经济社会发展新动能。 文产加速升级 数字创意、微短剧、生成式人工智能应用……本届文博会以"创新引领潮流创意点亮生活"为主题，吸引 超过12万件文化产品、4000多个文化产业投融资项目参展，"科技+文化"持续创新呈现，催生文化新业 态、产业新模式、消费新体验，折射了文化产业的加速升级。 在文博会推出的永乐宫游玩之旅中，记者头戴VR眼镜，可以看到三清殿的琉璃正脊、纯阳殿的青绿山 水画卷，感受"人在画中行，景随步履生"的诗意境界。 科技与文化的深度融合，正推动文化体验从传统的"静态观赏"向"沉浸互动"转变，使文化成为可感知、 可参与、可创造的鲜活存在。同时，科技对文化产业的推动力，已从最初的工具辅助转变为叙事结构与 传播方式的核心驱动。 深圳国际文化产业博览交易会有限公司 ...

Group 1 - The 21st China (Shenzhen) International Cultural Industries Fair showcased Shandong's "Digital Heritage Discovery" section, highlighting the application of digital technology in ancient book restoration, cultural relic protection, and archaeology [2][4] - A prominent feature was a deacidification machine that effectively protects paper artifacts by removing acidic substances, which can cause paper to become brittle over time [2][3] - The deacidification process is likened to a deep SPA for paper, utilizing a water-free deacidification solution that prevents damage to the paper's structure and ink [2][3] Group 2 - A paper pulp repair machine demonstrated the ability to efficiently restore damaged paper artifacts, significantly improving restoration speed compared to manual methods [3][4] - The machine can repair a severely damaged ancient book in under 20 minutes, while manual restoration typically takes a day for only 10 to 20 pages [3] - Shandong's rich archaeological resources were highlighted by digitally reconstructing the Dingtao Wangling Han Tomb excavation site, allowing visitors to experience archaeology in an immersive way [4] Group 3 - The newly established Shandong Digital Culture Group presented a comprehensive cultural model integrating historical figures, cultural classics, and heritage resources, aiming to enhance cultural tourism and education [4] - Advanced technologies were used to recreate the details of Tang dynasty paintings, providing an immersive experience of historical art [4]

Financial Data and Key Metrics Changes - The company reported a net revenue of RMB4.4 billion, representing a 13.2% year-over-year increase from the same period in 2024 [27] - Adjusted net profit reached RMB788 million, reflecting a 41.1% year-over-year growth, with an adjusted net margin of 18% compared to 14.4% in the same period of 2024 [27] - The core OTA business revenue grew by 18.4% year-over-year, totaling RMB3.8 billion, driven by growth in accommodation reservation and transportation ticketing [27] Business Line Data and Key Metrics Changes - Transportation ticketing revenue was RMB2.0 billion, a 15.2% increase year-over-year [27] - Accommodation reservation business achieved RMB1.2 billion, representing a 23.3% increase from the same period in 2024 [28] - International accommodation business saw significant growth, contributing to overall performance [29] Market Data and Key Metrics Changes - The outbound travel segment accounted for over 5% of total transportation ticketing revenues, marking a year-over-year increase of three percentage points [28] - International room night sales and international air ticketing volumes increased by more than 40% year-over-year [46] Company Strategy and Development Direction - The company aims to deepen its domestic market presence while accelerating the expansion of its outbound travel business [7] - Plans to acquire Wanda Hotel Management Company to enhance influence within the hotel management sector and support sustainable growth [11] - Focus on technological advancements and integrating AI into business operations to improve service quality and efficiency [8] Management's Comments on Operating Environment and Future Outlook - Management remains optimistic about the long-term prospects of China's travel industry, supported by government initiatives and changing consumer preferences [11][31] - The company plans to enhance user value and drive technological iteration to improve service efficiency [9] - Positive signals in the travel market, including increased ADR and consumer willingness to pay for quality accommodations, indicate a robust recovery [64] Other Important Information - The company has established a comprehensive hotel brand portfolio with over 2,500 hotels in operation and more than 1,400 in the pipeline [18] - The standalone app has seen a 60% year-over-year increase in daily active users, contributing significantly to user acquisition [20] Q&A Session Summary Question: Growth pattern of core OTA business in upcoming quarters - Management highlighted the resilience of the Chinese travel market and expects steady growth with healthy profitability, focusing on enhancing ARPU and optimizing marketing investments [36][38] Question: Forecast for outbound business growth - Outbound travel segment has shown remarkable growth, with international air ticketing revenue accounting for over 45% of total transportation ticketing revenue [46][48] Question: Impact of AI agent DeepTrip on user engagement - DeepTrip is still in early adoption stages, with innovative features being integrated to enhance user experience and engagement over time [49][50] Question: Update on standalone app performance - The standalone app has significantly contributed to user acquisition and revenue growth, with ongoing efforts to enhance user engagement and ARPU [54][58] Question: Macro uncertainties and travel demand sustainability - Despite macro uncertainties, management remains optimistic about the travel industry's growth, citing strong consumer demand and changing consumption patterns [63][64] Question: Rationale behind the acquisition of Wanda Hotel Management - The acquisition is seen as a strategic move to enhance the company's hotel management capabilities and leverage existing user insights for better marketing and operational efficiency [68][70]

今年4月，由天九共享网科集团自主研发的"天星穹"大模型，与百度千帆、小米澎拜视觉、豆包视觉模 型等23个大模型，成功通过了"生成式人工智能服务备案"；该大模型于2024年便已通过国家互联网信息 办公室的"境内深度合成服务算法备案"。 以"天星穹"大模型为依托，老板云2025年启动科技服务升级，而一键企服AI集成平台是此次升级的重要 组成部分。围绕"人、家、企、社"四大场景，一键企服AI集成平台将为高净值企业家打造包含商旅规 划、高端运动、个人IP打造、视频问诊、AI健康评测、海外医疗、家庭旅游、二代教育、金融服务等多 重功能的私享服务体系。 5月22日，在由中国产业发展促进会指导，天九科协、天九老板云联合主办的2025第五届创客万里行启 动仪式暨天九科协成立三周年庆典上，天九共享集团董事局共同主席、天九企服董事长兼CEO、天九共 享集团科学技术协会主席戈峻表示，科技正在打破行业边界、资源边界、能力边界。这个过程中，商业 逻辑被重塑，小微企业也可能拥有巨头级的能力。 他强调，当能力边界被拓展，认知壁垒被打破，资源流动不再受限，新的物种、新的商业模式和产业格 局便会应运而生。这也正是"创客万里行"活动的核心价值所 ...

工信部等四部门开展2025年"百场万企"大中小企业融通对接活动，工信部相关司局将以行业龙头企业为依托，组织开展 人工智 能 、大飞机等产业链对接活动。 | 序号 | 拟对接的产业链 | 拟邀请龙头企业 | 拟举办时间 | 拟举办地点 | 负责司局 | | --- | --- | --- | --- | --- | --- | | 1 | 人工智能、机器人、新材料 计、历史经典产业等 | 人工智能、机器人、新材料人工智能、机器人、新材料新能源、医疗设备、工 新能源、医疗设备、工业设计、历史经典产业等领域相关企业 | 2025年6月 | 广东省广州市 | 中小企业局 | | 2 | | 大飞机、航空发动机及燃气 中航工业、中国电科、中国航发、国家电投、中国 | 2025年12月 | 江苏省无锡市 | 装备二司 | | | 轮机 | 商长 | | | | | ਤੇ | 大型邮轮 | 中国船舶、招商局工业 | 2025年12月 | 上海市 | 装备二司 | | ন | 化纤油剂、母粒 | 化纤产业链相关企业 | 2025年11月 | 浙江省 | 消费品工业 | | | | | | | 피 | | ને | 虚拟现实 ...

第一，建强院校人才自主培养主阵地。聚焦国家战略和产业需求，动态调整优化高校学科专业设置，支 持高校建设未来技术学院、现代产业学院和专业特色学院，鼓励布局交叉学科专业、建设交叉学科中 心。以产业行业需求为核心，完善卓越工程师学院建设，深化工科硕博培养改革，将工程科技人才培养 重心前移。全力建设世界一流大学、一流学科，以世界一流原始创新为引导，建立形成国际一流人才主 导的人才培养和科研创新体系。深化"大共享+小学院"运行模式，促进学分制和书院制改革，实施拔尖 人才培养计划和基础研究人才专项。推广清华"姚班"和深圳零一学院经验，实施"天才少年"书院制培养 试点，建立"大师带徒"人才定制培养机制。完善青年人才培养与国家重大项目有机结合的人才开发体 系，推进高等教育对外开放，引进国际一流院校合作或独立办学，打造国际化、开放式高等教育资源集 聚高地。 第二，重构产教融合、科教融汇的人才开发新体系。建立政府部门、产业企业、行业院校联动机制，搭 建产业人才开发基础工作协作平台，在培养方案制定、专业教材编写、师资队伍培养、实习实训基地建 设等方面实现深度融合。建立行业院校师资开放式交流机制，加快打通校企"旋转门"，吸引产业优秀 ...

【文/观察者网 周盛明 编辑/ 高莘】据《日本经济新闻》5月20日报道，截至4月，日本企业在2023财年 和2024财年期间新建或收购的7座半导体工厂中，仅有3座实现量产。 报道称，这反映出除了人工智能以外，其他领域的芯片需求复苏缓慢。 目前，日本正积极推动本国半导体产业重建，力求增强本土产能。预计2022年至2029年期间，日本半导 体产业的投资总额将达到约9万亿日元（约合人民币4500亿元），而日本政府计划在2030财年之前为半 导体与人工智能领域提供超过10万亿日元（约合人民币5000亿元）的支持。 但根据《日本经济新闻》对9家主要半导体企业过去两年投资情况的调查，这些投入目前尚未取得显著 成果。 另外一方面，日本那些已在新工厂实现量产的公司，在扩产方面也保持谨慎。 报道表示，日本先进半导体制造公司是台积电的子公司，其已于去年12月在其首座工厂启动量产，但有 观察人士认为该厂产能并未被充分利用。 此外，索尼集团（Sony Group）在日本諫早（Isahaya）的生产基地新建的芯片工厂仍有空余产能，但索 尼正根据市场情况犹豫是否追加设备投资。 该工厂原计划用于扩大智能手机图像传感器产能，但由于去年苹果公 ...

Core Insights - Snowflake reported Q1 revenue of $1 billion for FY2026, a 26% year-over-year increase, exceeding market expectations [1] - Non-GAAP EPS was $0.26, also better than market forecasts [1] - Product revenue for Q1 grew 26% to $996.8 million, surpassing the analyst average estimate of $966 million [1] - Remaining performance obligations reached $6.7 billion, above the expected $6.57 billion [1] Financial Metrics - Q1 '26 product revenue was $996.8 million, with a quarter-over-quarter increase of 5.7% and a year-over-year increase of 26.2% [2] - Net revenue retention rate for Q1 '26 was 124%, down from 126% in Q4 '25 [2] - The company added over 400 employees in Q1, marking its largest recruitment since early 2023, primarily in sales and marketing [2] Future Guidance - Snowflake expects product revenue to grow approximately 25% in Q2, reaching about $1.04 billion, slightly above analyst estimates of $1.03 billion [3] - Full-year product revenue guidance was raised from $4.28 billion to approximately $4.33 billion, indicating management's confidence in sustained demand [3] - The CEO emphasized the focus on launching new products and enhancing usability for generative AI applications [3] Market Reaction - Following the earnings report, Snowflake's stock rose approximately 7% in after-hours trading [3] - The stock has increased by 37% since hitting a low in early April 2025, reflecting growing investor optimism [3] Competitive Landscape - Snowflake faces competition from other vendors, including Databricks and major cloud providers like Microsoft and Google [4] - Microsoft recently reported increased customer adoption of its Fabric data product suite [4]

Core Viewpoint - The company aims to become a leading international interconnected chip design firm over the next five to ten years, focusing on interconnect chips to support cloud computing and AI infrastructure [1] Business Strategy - The company will expand its business layout from three dimensions: - Continuous investment in DDR memory interface product upgrades in the memory interconnect field to lead technological innovation [1] - Strengthening core underlying technology research and development in the PCIe/CXL interconnect field to promote product upgrades and market expansion [1] - Exploring niche markets in the Ethernet and optical interconnect fields through various methods to advance product layout [1] Financial Performance - The company reported a revenue of 3.639 billion yuan for 2024, a year-on-year increase of 59.2%, and a net profit of 1.412 billion yuan, up 213.1% [1] - In Q1 2025, the company achieved a record high in revenue and net profit, with revenue of 1.222 billion yuan, a year-on-year growth of 65.78%, and a net profit of 525 million yuan, an increase of 135.14% [1] - As of April 22, 2025, the company expects over 1.29 billion yuan in orders for interconnect chips to be delivered in Q2 2025, with new orders still being received [1] Industry Insights - The chairman noted that advancements in AI technology are shifting the industry from "computing" to "intelligent computing," with generative AI and large language models reshaping the tech sector and driving growth in the AI server market [1] - The AI infrastructure sector continues to benefit from this transformation, with interconnect capabilities becoming increasingly important [1] - The company has a strong technical foundation in interconnect chips and actively participates in the formulation of related product standards [1]

Core Viewpoint - The article highlights the launch of a generative artificial intelligence content liability insurance by PICC Wuxi Branch, marking a significant step in addressing intellectual property risks associated with AI-generated content [1] Group 1: Insurance Product Details - The insurance provides a risk coverage of 700,000 yuan for Xuelang Digital Technology's self-developed industrial large model [1] - This is the first generative AI content liability insurance in Jiangsu province and among the first in the country [1] - The insurance specifically addresses potential intellectual property infringement risks during the AI training and content generation process, including issues related to data source legality and infringement of third-party rights [1] Group 2: Industry Implications - The insurance product aims to fill the gap left by traditional liability insurance, which primarily focuses on hardware failures or data breaches, indicating a need for tailored solutions in the AI sector [1] - By covering the entire process of AI training and inference, the insurance helps technology companies mitigate concerns during innovation and establishes a risk management mechanism for AI users [1] - This initiative is expected to promote the stable development of the artificial intelligence industry [1]