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Goheal:那些被热炒的上市公司资本运作项目,到底是战略选择还是叙事陷阱?
Sou Hu Cai Jing· 2025-05-29 08:50
但到底是战略选择,还是叙事陷阱?我们需要用"望闻问切"的方式去诊断这些看似光鲜的资本运作项目。 第一,望其背景,识别是否"讲新瓶装旧酒"。 当一家主营已经跑不动的公司,突然高调宣布进军光伏、氢能、AI大模型、卫星互联网……你真的相信这是公司战略转型的契机吗?还是说,他们只是借 助市场热点讲一个"能拿得出手"的资本故事?美国更好并购集团(Goheal)在实际项目中观察到,一些企业所谓的"战略转型",往往不过是把过去十年没人 要的旧项目,披上个新风口的马甲,摇身一变变成了"硬核科技"。 子曰:名不正则言不顺,言不顺则事不成。古人讲究逻辑起点,今人也不例外。特别是在资本市场,包装一个好"故事",往往比摆出好"数据"更容易赢得眼 球。但故事讲得太顺,反而可能让投资者失去判断力——因为你永远不知道,你听到的是"战略规划",还是"叙事陷阱"。 最近,一则上市公司宣布跨界进军AI大模型的公告引发热议,股价两个涨停板之后,公司悄悄发补充公告:该项目仅为合作设想,暂无实质业务。故事讲 得很圆,泡沫吹得很满,投资者却懵了。这种"讲了个好故事却没打算落地"的资本操作,你是不是似曾相识? 美国更好并购集团 美国更好并购集团(Gohe ...
中国的工业元宇宙:数位分身与本地制造的融合
Sou Hu Cai Jing· 2025-05-29 08:40
中国正快速迈入工业元宇宙时代——这是数字孪生(Digital Twins)、人工智能(AI)与沉浸式技术交 汇的新领域,正重新定义制造、物流和劳动力培训等产业。腾讯、宝钢与蔚来等领先企业正处于这场转 型的前沿,利用虚拟环境来提升效率、可持续性与创新能力。 市场动能:中国工业元宇宙蓬勃发展 在数字孪生技术、AI和沉浸式平台的推动下,中国的工业元宇宙产业正经历快速增长。2024 年,全球 工业元宇宙市场估值约为 287 亿美元,预计到 2029 年将达到 2,286 亿美元,年均增长率(CAGR)高 达 51.5%。亚太地区,特别是中国,预计将成为这一增长的主要推动力,因为其数字化转型迅速且拥有 政府的大力支持。 作为工业元宇宙核心组成部分的数字孪生市场,也在快速扩张。2024 年估值为 211 亿美元,预计到 2029 年将达到 1,198 亿美元,CAGR 为 41.6%。这一增长反映出制造业对于数字孪生在实时监控、预测 性维护与流程优化等方面的日益采用。 技术进展:AI 与沉浸式技术的融合 中国企业正利用最前沿的技术来提升工业运营效率。AI 与数字孪生的结合,使得实时数据分析成为可 能,从而实现预测性维护并 ...
行业沙龙 | 未可知x君合律所:共探 AI + 法律前沿趋势
未可知人工智能研究院· 2025-05-29 07:20
近在人工智能技术飞速发展的当下, AI 与法律的融合正成为行业关注的焦点。 近日, 未可 知人工智能研究院与君合律师事务所联合举办了一场主题为 "玩转 AIGC 的 1001 种方式" 的 法商创新沙龙 ,吸引了众多法律界人士、科技从业者以及相关产业精英的积极参与。 本次沙龙近日在北京东城区建国门北大街8号华润大厦二层举行 ,采用线上公开直播的形式, 旨在从 AIGC(AI Generated Content)产学研前沿视角出发,为业界和即将步入市场的青 年人才带来跨界的智慧碰撞,共同探寻产业前沿机会与人才价值成长的方向。 在产业应用场景的探讨环节,沙龙聚焦于 AIGC 在不同领域的创新应用。 张孜铭老师 与杭州 心识宇宙科技有限公司商务总监 卢天夫先生 共同探讨了 AIGC 与智能创作的结合,展示了 AI 技术如何为创意产业带来新的活力与机遇。 《瑞丽服饰美容》出版人 石璐女士 、前时尚集团市场部总经理 徐 聪先生 以及养生堂品牌负 责人 吴依凡女士 则从时尚产业的角度出发,分享了 AIGC 在时尚设计、品牌推广等方面的应 用案例,揭示了 AI 技术如何重塑时尚产业的未来。此外,"国风元宇宙的一千零一夜"I ...
排队一小时体验《哪吒5DVR》,画面精美、舒适度待提升
Di Yi Cai Jing· 2025-05-28 14:32
掘金元宇宙文旅。 在动画、电影大火之后,哪吒这一传统文化IP的5DVR版本来了。 5月28日,影链科技在深圳宣布,VR大空间项目《哪吒5DVR》将于6月1日正式上线,此后将陆续在天津陈塘关、北京、成都、新加坡等城市举行,主办方 透露,VR大空间也将在年底全球开出200-300家。 VR行业起起落落,已有的企业已经不少,影链科技此番入局,金岗认为,在VR行业里面,原来都是IT企业做内容,他们希望以影视动画企业的角色切入, 让画面内容的美感呈现、人物形象等刻画更加生动。 从记者体验来看,人物形象和环境刻画确实精细唯美。但另一个角度来说,VR行业的难点依然存在,例如受限于端侧算力问题,内容画面精度不会太高, 以及设备不轻,在戴了20分钟左右开始感到鼻侧承压、头晕,整个故事持续约半小时,舒适度还有待提升。 2021年,元宇宙VR一度是最热门的领域之一,但自AIGC出现后,行业热度开始下降,尽管苹果MR设备的出现带来了短暂的讨论度,但整体XR行业的挑战 仍然存在,离元宇宙还有点距离。 在采访中,记者问及AI出现之后如何看待元宇宙行业的前景。金岗认为,AI和元宇宙并非两个对立面,AI可以和元宇宙结合到一起,例如可以塑造元 ...
一座太行山庄的国际文旅实验
Zhong Guo Xin Wen Wang· 2025-05-28 10:14
Core Insights - The article discusses the transformation of the cultural tourism industry in Shanxi, focusing on the integration of traditional cultural elements with modern technology, particularly the metaverse, to create new consumption scenarios and drive economic growth [1][3]. Group 1: Cultural and Economic Transformation - Shanxi's cultural tourism is shifting from a resource-dependent model to a creativity-driven approach, exemplified by the integration of Jing Hao's painting style with metaverse technology [1]. - The founder of Aolai Mountain Villa, Wang Haige, aims to revitalize the local economy by transforming the region's natural and cultural resources into a sustainable economic model, moving beyond mere ticket sales [3][4]. - The development strategy includes creating a "cultural + ecological + digital" industry matrix to convert dormant resources into revitalization capital [3]. Group 2: Innovative Experiences and Offerings - Aolai Mountain Villa offers unique experiences such as morning exercises in nature and evening gatherings that combine local culture with modern leisure activities, creating a new lifestyle atmosphere [4]. - The accommodation options at the villa are designed to reflect Eastern aesthetics and provide immersive experiences, such as themed rooms that connect guests with nature [5]. - The cultural industry park utilizes metaverse technology to create a collaborative ecosystem for various sectors, including film, gaming, and education, breaking away from traditional single-industry models [5]. Group 3: Community and Environmental Engagement - The "Starry Forest" project invites artists to plant trees, creating a new attraction while ensuring that the maintenance benefits local villages, thus establishing an "artistic IP + ecological economy" model [7]. - Aolai Group has secured the rights to host the World Intelligent Climbing Competition in Asia, promoting new tourism and sports integration, which will further enhance the region's appeal [7]. - The initiative aims to create a virtuous cycle of cultural empowerment, increased income, and rural revitalization, showcasing the potential for resource-based regions to transform [7].
虚拟现实电影:开启“沉浸式观影”新模式
Ke Ji Ri Bao· 2025-05-28 03:04
Group 1 - The core viewpoint is that the Chinese film industry is entering a new phase of "virtual reality + film" integration, marked by the issuance of the first two public screening licenses for VR films by Henan Radio and Television Station [1] - Virtual reality films utilize advanced technologies such as 360-degree panoramic imaging and interactive storytelling to immerse viewers in historical settings, as demonstrated in "Tang Palace Night Banquet" and "The Secret of Qinling" [2][4] - The establishment of the first XR multi-hall future cinema in Xi'an provides standardized screening environments for VR films, enhancing the audience's sensory experience [3] Group 2 - The rapid development of virtual reality films is driven by breakthroughs in core technologies like 3D modeling and real-time rendering, with Henan Radio and Television Station leading the way in this new media sector [4] - The company plans to launch a 2.0 version of its E-EASTEN system, which will significantly lower the production barriers for virtual reality films by offering a comprehensive digital solution [4] - The transformation of traditional cinemas into cultural and tourism complexes is evident, with the XR future cinema in Xi'an attracting over 500 visitors daily [5] Group 3 - "Tang Palace Night Banquet" has become a benchmark project for cultural export, having reached international audiences in countries like Russia and Malaysia [5] - Henan Radio and Television Station is set to produce more VR films that delve into Chinese traditional culture, including titles like "Oracle Bone Wind and Cloud" and "Longmen King Kong" [6] - Collaborations with major IPs and the exploration of AI scriptwriting by Alibaba Pictures indicate a trend towards creating a multifaceted experience that combines film, gaming, and social interaction [6]
文化中国行|从“技术集群”到“场景生态” 数字文化产业进化论
Yang Guang Wang· 2025-05-28 00:45
Group 1: Overview of Digital Cultural Industry in Nanjing - Nanjing is leveraging "Digital Jinling" to promote cultural enterprises and explore new paths in the digital cultural industry, integrating culture and technology [1] - The Yuhuatai District has over 3,700 cultural enterprises and has established four major industry clusters: internet information services, digital content services, digital creative design, and smart cultural equipment manufacturing [1] - The district is also focusing on the cultural metaverse, creating a "4+1" model for its digital cultural industry [1] Group 2: Technological Innovations - Weike Network Technology Co., Ltd. is leading a new paradigm of virtual space interaction with its self-developed VS·work metaverse engine, enabling real-time collaboration in virtual environments [2][3] - Ruiyue Information Technology Co., Ltd. is innovating in the XR field by integrating AI technology with XR engines, significantly enhancing digital content creation efficiency [3][5] Group 3: Cultural Consumption and Market Trends - Kungfu Bean Technology Co., Ltd. has developed a smart printing ecosystem that combines digital memory with physical cultural products, tapping into the growing cultural tourism market [6][7] - Huizhi Huyu Network Technology Co., Ltd. is pioneering a digital human platform for live e-commerce, enhancing interactivity and engagement in product presentations [10] Group 4: Future Prospects and Strategic Goals - The Yuhuatai District aims to optimize its "4+1" digital cultural industry structure and enhance the competitiveness of its digital cultural industry parks [10]
深圳文博会刚落幕,千万级合作大幕又拉开
Xin Hua Ri Bao· 2025-05-27 23:44
Group 1 - The 21st Shenzhen Cultural Industries Fair concluded with the Jiangsu exhibition area receiving over 15,000 visitors and achieving on-site transaction amounts exceeding 2.3 million yuan, with intended transaction amounts around 78 million yuan [1] - Jiangsu Zhuoyi Cultural Development Co., Ltd. reported nearly 2 million yuan in sales during the event and established partnerships with various regions, marking the "Yixing model" of digital cultural industry expansion into the Greater Bay Area [1] - The company plans to collaborate with multiple parties to build a copyright element trading service platform, integrating new technologies such as blockchain, AI, and the metaverse to create a global co-creation ecosystem [1] Group 2 - The East China Crystal Exhibition showcased the national intangible cultural heritage of "East China Crystal Carving," generating significant on-site sales and new market opportunities, particularly in private and high-end customization [2] - Jiangsu High-tech Ceramics Co., Ltd. emphasized the exhibition's role in brand promotion, with numerous companies expressing interest in collaborative projects involving ceramic products and non-heritage items [3] - Various companies, including Jiangsu Yuanli Digital Technology Co., Ltd. and Jiangsu Boren Cultural Technology Co., Ltd., engaged in discussions for procurement and project collaborations with major groups and cultural institutions [3]
京东方290亿投建产线全面量产 四年462亿研发构建“屏之物联”
Chang Jiang Shang Bao· 2025-05-27 23:22
长江商报消息 ●长江商报记者 黄聪 在业绩快速上涨之时,京东方(证券简称:京东方A,证券代码:000725.SZ)又传来好消息。 5月26日,京东方第6代新型半导体显示器件生产线实现全面量产。 据了解,京东方上述生产线总投资290亿元,占地面积42万平方米,设计月产能达5万片。 京东方科技集团董事长陈炎顺表示,公司以"BOE(京东方)速度"打造新型显示产业基地建设标杆,成 功实现开工当年封顶、次年产品点亮的关键目标。 当日,京东方16英寸240赫兹高端电竞笔记本屏幕、2.24英寸的VR显示器件等一批在该产线实现量产的 显示产品现场亮相,并交付给了联想、雷神、广汽等下游企业。 长江商报记者发现,2021年至2024年,京东方研发费用连续四年超过100亿元,累计达461.6亿元。 为确保技术实力始终保持领先,京东方已全面构建适配物联网转型的"屏之物联"技术架构,涵盖器件 层、终端层、平台层与应用层。 新生产线月产能达5万片 5月26日,京东方第6代新型半导体显示器件生产线实现全面量产。 作为全球技术最先进、产能最大的VR(虚拟现实)用液晶显示器生产基地,该生产线将发挥技术引领 和产业集聚优势,满足"元宇宙"、高端 ...
全面展现“最杭州、新上城”风采
Hang Zhou Ri Bao· 2025-05-27 03:13
毛戈平美妆杭州湖滨步行街首家旗舰店 德寿宫开启夜间音乐Live模式 去年,上城以"产业突破"破题,统筹推进"八大行动",承压奋进、砥砺前行。一年来,经济高质量 发展活力持续增强,区域新动能新优势加速集聚,文化软实力进一步提升,城区综合承载能力不断提 高,群众获得感幸福感更加充实。 今年,上城则以"狠抓落实"为号角,以"起步就奔跑、开局即冲刺"的状态,全力以赴拼经济、促发 展——18个优质产业项目落地、12宗地块出让、群核科技等一批新锐企业的蓬勃生长,勾勒出经济活力 迸发的生动图景。 今日之上城,正以"最杭州"的韵味底气、"新上城"的创新锐气,以"干就干到极致、做就做到最 好"的奋进姿态跨越赶超、争先创优——这是一座城区对"省会城市核心区责任担当"的生动诠释,更是 书写"独具韵味的国际化现代化共同富裕典范城区"的光荣与梦想! 向"新"而行 优化具有上城特色的产业格局 产业强,则经济强。在新一轮产业变革浪潮中,上城"置顶"新质生产力,通过科技创新与产业创新 的深度融合,统筹推进传统产业迭代升级、新兴产业蓬勃壮大、未来产业前瞻布局,全力构建更具竞争 力的现代化产业体系。 在今年跨越赶超的征程中,上城找准了两个发力的 ...