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智能养宠时代来临 AI为“它经济”注入别样温暖
Huan Qiu Wang Zi Xun· 2025-05-03 12:36
Group 1 - The core theme of the article revolves around the integration of AI technology in the pet industry, emphasizing the emotional connection between pets and their owners, as well as the evolving consumer trends towards emotional value rather than just functional value [1][3]. - The second Hangzhou Pet Fashion Week showcased the theme of "Pet Fashion + AI Technology," highlighting the industry's shift towards exploring new ways to connect human emotions with pets through technology [1][3]. - There is a notable trend in pet ownership where consumers are moving from essential products to more ritualistic and spiritual offerings, leading to a profound transformation in the pet industry with increasingly specialized and upgraded services [1][3]. Group 2 - AI and big data are enabling personalized pet nutrition plans, allowing for real-time adjustments based on pets' age, weight, and health records, with future potential for automatic pet food formulation by smart devices [3]. - Innovative technologies such as smart cameras can recognize 15 types of pain expressions in pets, alerting owners for health checks, while AI can monitor sleep and breathing patterns to provide early warnings for health issues [3][4]. - 3D printing technology allows for the creation of lifelike pet sculptures from photos, providing a new way for pet owners to memorialize their pets beyond traditional photos and videos, thus enhancing emotional connections [4].
阿迪达斯Climacool运动鞋实现全3D打印,售价约千元,5月2日全球发售
Sou Hu Wang· 2025-04-29 00:15
据外媒报道,这种制造方法带来了诸多优势。首先,鞋子的形状和尺寸可以根据每个消费者的需求 进行定制,确保穿着的舒适性和贴合性。设计团队只需修改3D模型,即可轻松优化鞋款设计,大大提 高了设计效率和灵活性。然而,值得注意的是,目前Climacool鞋款并未提供个性化定制服务。 阿迪达斯近期在鞋类制造领域迈出了创新的一步,宣布将面向全球市场推出一款采用3D打印技术 的Climacool鞋款。这款鞋最初仅在阿迪达斯的Confirmed平台上限量发售,专为平台用户打造,而现 在,它将向所有消费者开放购买。 据悉,Climacool鞋款的独特之处在于其整体采用了先进的3D打印技术制造。阿迪达斯虽未透露具 体的生产工艺细节,但确认这些鞋子是通过增材制造技术完成的,涉及尖端的3D打印技术。这一创新 不仅令人瞩目,也预示着鞋类制造行业的新变革。 此前,阿迪达斯曾在Futurecraft 4D鞋款的中底尝试过"连续液态界面生产"工艺,该技术通过紫外光 将液态聚合物树脂逐层固化,形成固体材料。而Climacool鞋款在此基础上更进一步,实现了整鞋的3D 打印制造。 阿迪达斯此次推出的Climacool鞋款售价为140美元(约合10 ...
专家访谈汇总:“游戏出海”再度被写入政府文件
阿尔法工场研究院· 2025-04-28 10:41
2、 《 煤价跌倒,火电吃饱 》摘要 ■ 今年4月21日,国务院新闻办公室举行的发布会再度提到"游戏"行业,这标志着游戏行业再次被纳 ■ 经济增速不如预期,但用电增速已在3月得到改善,表明用电量进入底部区域,市场对用电量的负 面预期已大幅钝化。 ■ 发改委和能源局发布了煤电升级专项行动方案,推动煤电机组改造升级,增强灵活调节能力,预计 煤电在现货市场中的表现将大幅提升。 ■ 煤价下跌对火电企业构成明显利好,尽管电价有所下调,但电价下跌幅度远小于煤价带来的成本降 低,火电企业的盈利能力因此得到提升。 ■ 预计到2027年,AI产业链的用电量将达到三峡水电站全年的发电量,这为电力需求提供了强劲的增 长动力。 ■ 随着煤价下跌,火电企业的成本降低,股息率有望提升,特别是对于一些高股息的火电企业(如华 电国际、华能国际等),将吸引更多的长线资金。 ■ 尽管绿电板块普遍回调,但部分优质绿电PE仍具备较好的底部价值,A股和港股的部分绿电公司如 龙源电力H、中闽能源具有不错的投资潜力。 ■ 由于煤价下跌,火电企业股息率有望提升,投资者可以关注股息率较高的火电公司,如华电国际 (H股25E股息率6.5%)、华能国际(H股股息 ...
外贸出口企业“苦练内功”赢得市场话语权 政策支持助企出海“轻舟踏浪”
Yang Shi Wang· 2025-04-28 08:26
记者来到这家企业时,他们正在给意大利客户赶制一批休闲鞋。让记者意外的是,走进车间,没看到以往制鞋的流水线设备,取而代之的 是一次性成型的3D打印制鞋机。 企业负责人杨紫明这两天刚从欧洲回来,原本他只是去调研市场,但是马德里一家企业了解了他们的3D打印技术后,立即与他们签订了 合同。 卡宾服饰(中国)有限公司董事长杨紫明称:"我们用AI的设计到3D的打印,一气呵成,可以说颠覆了整个制鞋的流程,我们速度又快又 便宜,设计又创新,所以他非常看好我们的产品。" 杨紫明告诉记者,就在几年前,他们跟国际大牌合作还是代工模式,国际品牌出创意,中国企业负责生产。但现在,随着新材料、新技 术、新设计的全面领先,让企业跟国际品牌的合作模式发生了根本性转变,主动权已经掌握在了外贸企业自己手中。 央视网消息:在4月28日的新闻发布会上,商务部副部长盛秋平介绍,4月份以来的出口总体延续平稳增长态势。为帮助外贸企业积极应对 外部风险挑战,商务部将坚持目标导向和问题导向,聚焦广大企业需求,及时解决困难问题,以钉钉子精神抓好已经出台的稳外贸政策落地见 效。 福建泉州:苦练内功 赢得市场话语权 近期美国滥施关税,严重破坏全球经贸规则,给我国外 ...
国家级“小巨人” 天工股份(920068)开启申购,低估值 + 高成长构筑打新 “双保险”
智通财经网· 2025-04-28 00:51
Core Viewpoint - Tian Gong International's subsidiary, Tian Gong Co., has initiated its IPO on the Beijing Stock Exchange, offering 60 million shares at a price of 3.94 RMB per share, leading to a market valuation of 2.548 billion RMB before the exercise of the over-allotment option [1][3][11] Group 1: IPO Details - Tian Gong Co. is issuing 60 million shares, representing 9.28% of the post-issue total share capital, with a potential increase to 69 million shares (10.52%) if the over-allotment option is exercised [1][3] - The IPO is set to open for subscription on April 28, 2025, with a direct pricing method used to determine the share price [3] - The strategic placement of shares is 30%, with 70% allocated for online issuance, reflecting a commitment to retail investors [3][4] Group 2: Financial Performance - Tian Gong Co. has shown significant revenue growth from 283 million RMB in 2021 to 1.035 billion RMB in 2023, with year-on-year growth rates of 55.23%, 35.65%, and 170.05% respectively [6] - The net profit attributable to the parent company also increased from 20.34 million RMB in 2021 to 170 million RMB in 2023, with growth rates of 67.87%, 244%, and 142.57% [6] - For 2024, the projected revenue is 801 million RMB, with a slight increase in net profit to 172 million RMB [6] Group 3: Industry Position and Expansion - The titanium and titanium alloy materials industry in China faces structural overcapacity in low-end products, while high-end products are in short supply [7] - Tian Gong Co. is expanding into high-value sectors such as 3D printing, aerospace fasteners, and medical titanium materials, having achieved significant progress in these areas [7] - The company has received EN9100 certification for aerospace-grade titanium materials and ISO 13485 certification for medical titanium products, enhancing its market credibility [7] Group 4: Future Prospects and Valuation - The funds raised from the IPO will be used to build a production line with an annual capacity of 3,000 tons of high-end titanium and titanium alloy rods and wires, increasing total capacity from 7,000 tons to 10,000 tons [8] - Compared to peers, Tian Gong Co. has a static P/E ratio of 14.98, significantly lower than the average of 50.64 for comparable companies, indicating a potential undervaluation [11]
南风股份:国投证券投资者于4月26日调研我司
Zheng Quan Zhi Xing· 2025-04-27 10:36
具体内容如下: 问:国资入主公司后,公司业绩增长较好,国资给与了哪些支持?公司未来业绩是否能继续保持增长? 答:国资入主后,主要围绕公司业务板块和管理结构进行优化升级,比如聚焦主责主业,持续加大市场 开拓力度,包括构建自主出海和协同出海双轮驱动的海外市场拓展战略;精标赋能,抓内部管理提升, 通过数字化改造等,促进公司生产效率提升、运营成本降低。此外,股东还支持公司适时通过再融资、 并购等方式扩大公司规模,不断提高公司持续经营能力和盈利能力,努力实现公司的高质量发展目标。 以上措施亦是支持公司业绩持续增长的长期驱动力。 证券之星消息,2025年4月27日南风股份(300004)发布公告称国投证券王倜文思齐于2025年4月26日调 研我司。 答:公司目前主要向核电、地铁、隧道、大型工业与民用建筑领域供应通风与空气处理系统设备,亦可 向可控核聚变、乏燃料后处理等领域供应通风设备。但据了解,可控核聚变尚处于试验阶段,新建乏燃 料后处理工程项目尚未通过审批,因此,我们暂时无法预估设备需求量,公司将密切关注上述项目进展 情况并积极洽谈。若有重大进展,公司将及时履行信息披露义务,敬请关注公司相关公告。 问:请公司3D打印业 ...
南风股份(300004) - 300004南风股份投资者关系管理信息20250427
2025-04-27 09:08
Group 1: Company Overview and Performance - The company has experienced good performance growth since the state-owned capital took over, focusing on optimizing business segments and management structure [1] - Key strategies include enhancing market expansion efforts and improving internal management through digital transformation [1] - Support from shareholders includes potential refinancing and mergers to expand the company's scale and improve profitability [1] Group 2: Production Capacity and Expansion Plans - The company currently has good production capacity and sufficient space to expand based on customer orders [2] - Production is aligned with customer demand, allowing for flexible expansion as needed [2] Group 3: Research and Development in Emerging Fields - The company supplies ventilation and air treatment systems primarily to nuclear power, subways, tunnels, and large industrial and civil construction sectors [3] - There is currently no forecast for equipment demand in controlled nuclear fusion and spent fuel processing due to the experimental stage of these projects [3] Group 4: 3D Printing Business Development - The company has acquired minority shareholder rights in Southern Additive and invested 50 million yuan to support its 3D printing services and nuclear material procurement [4] - The 3D printing services and nuclear material procurement business are progressing steadily [4] Group 5: Equity Incentive Plans - The company is considering equity incentive plans based on market conditions, development strategies, and shareholder interests [5] - Further decisions will be disclosed in accordance with regulations [5] Group 6: International Market Expansion - Currently, the company's business is primarily focused on the domestic market, with some products following customers abroad [6] - In 2024, the company achieved limited independent overseas expansion in nuclear power and industrial sectors, with plans to explore international market opportunities in 2025 [7]
我省着力培养提升学生科学素质和创新能力
Liao Ning Ri Bao· 2025-04-27 01:03
锦州市实验学校科技节上,学生们用吸管和胶带纸精心搭建出一座座"塔台",在激烈的比赛中探索 工程技术原理;沈阳市皇姑区宁山路小学未来校区,每周两节的人工智能通识课总能带给学生们新奇体 验;营口市健康小学的科学课上,学生们见证了3D打印机里"长"出苹果,通过无人机表演感受科技的 魅力…… 近年来,我省坚持在教育"双减"中做好科学教育加法,各地各校强化课堂主阵地,用好社会大课 堂,激发青少年好奇心、想象力、探求欲,培育具备科学家潜质、愿意献身科学研究事业的青少年群 体。 今年,我省还计划推出中小学科学教育实践基地活动展示平台,及时发布面向全省中小学校开放的 各类科技场馆、高校实验室、科研院所、科普基地及各类科普活动信息,为中小学生提供研学导航图。 做好科学教育加法,加什么、怎么加?我省先后制发《关于加强新时代中小学科学教育工作的实施 方案》《辽宁省中小学科学教育示范区建设方案》《辽宁省中小学生"科技助苗行动"实施方案》3个制 度性文件,在完善课程体系、深化教学改革、拓展社会渠道、丰富实践活动、创新人才培养等方面明确 目标,细化举措,绘制中小学科学教育走深走实的"施工图"。 加强引领示范,我省推动获评首批全国中小学科 ...
初创公司要颠覆芯片制造,成本大跌
半导体行业观察· 2025-04-26 01:59
参参考考链链接接 如果您希望可以时常见面,欢迎标星收藏哦~ 来源:内容来自 tomshardware ,谢谢。 初创公司 Atum Works 在 YCombinator 发布的启动文章中声称,其纳米级 3D 打印技术可以轻松 替代现有的芯片生产流程,并将芯片制造成本降低高达 90%。不过这项技术也有一个"前提":其 在逻辑芯片方面的能力已经落后主流技术约 20 年,但在封装、光子学和传感器等领域仍可能表现 良好。 现代芯片就像高楼大厦:它们拥有多层结构、内部有不同类型的功能模块,还需要通信基础设施。 每一颗先进芯片的制造都要经历上千道工序、使用数百种专用设备,因此成本十分高昂。 Atum Works 称 , 他 们 已 经 开 发 并 制 造 出 一 台 纳 米 级 3D 打 印 机 , 能 够 以 100 纳 米 的 体 素 级 (voxel-level)精度,在晶圆级尺度上构建多材料的三维结构。与传统的平面光刻工艺不同(后 者通过光掩模曝光将电路图案刻蚀在硅片上),Atum Works 的系统可直接在三维空间中的精确位 置沉积材料,从而制造集成电路,并能将如互连等结构在一个连续统一的过程中完成,这种方式 ...
鸿日达科技股份有限公司2024年年度报告摘要
Shang Hai Zheng Quan Bao· 2025-04-23 20:29
Core Viewpoint - The company is a high-tech enterprise specializing in the research, production, and sales of precision connectors, with a focus on innovation and quality to meet market demands [3][4]. Company Overview - The company has established long-term partnerships with well-known domestic and international enterprises such as Wistron, Transsion Holdings, Xiaomi, and TCL, leveraging its strong quality and service [3]. - The company is expanding its product offerings into industrial connectors, automotive connectors, and new energy connectors, in addition to its core connector products [3]. Business and Product Introduction - The main products include consumer electronic connectors, precision components, and semiconductor packaging thermal management solutions [6][9][10]. - The consumer electronic connectors encompass card connectors, I/O connectors, headphone connectors, and board-to-board (BTB) connectors, widely used in mobile phones and other electronic devices [6][7][8]. - The precision components are produced using Metal Injection Molding (MIM) and 3D printing technologies, providing a one-stop service from product printing to post-processing [9][5]. - The semiconductor packaging thermal management solutions are increasingly important due to the rising heat density in modern electronic products, especially in AI applications [10][11]. Research and Development - The company emphasizes R&D investment and has developed its own 3D printing equipment, entering the mass production phase [4][5]. - The R&D model combines proactive innovation with customer-driven development, ensuring a balance between technological advancement and meeting diverse customer needs [13]. Financial Performance - The company has experienced stable growth in its overall business, but net profit has been under pressure due to increased management and R&D expenses, as well as rising raw material costs [5]. - The company has adjusted its IPO fundraising project to focus on the semiconductor thermal management project, indicating a strategic shift towards high-growth areas [5]. Procurement and Production Model - The procurement process is managed by the materials department, which evaluates suppliers based on price, quality, and delivery time, ensuring a reliable supply chain [14][15]. - The production model is based on a "sales-driven production" approach, allowing for customization according to customer orders, which enhances responsiveness to market demands [16][17].