据课题组相关负责人介绍，ChemActor可实现非结构化实验描述与结构化实验操作指令"双向翻译"，突 破了化学实验自动化的"语言壁垒"，能够让AI真正"读懂实验、指导操作"。它并非只"能生成"，更 能"写得真"。在两个公开化学实验数据集上，ChemActor相较现有方法在实验指令生成任务中性能提升 平均超过10%，在语义对齐、逻辑合理性与结构还原等方面全面领先。 突破"语言壁垒"，让AI"读懂实验、指导操作" 中化新网讯 近日，上海交通大学人工智能研究院AI for Science团队推出业内首个融合链式数据生成和 分布差异筛选的实验指令生成框架大模型——ChemActor。该模型基于70亿参数模型进行微调训练，可 在不依赖人工标注的前提下，自动完成从单分子输入到完整实验流程生成的全过程。 ChemActor具备"读懂实验语言、写出操作指令"的闭环能力，其主要核心创新点有3个：一是首次以 LLaMA-2-7B大语言模型为基座，构建了具备化学实验语言理解能力的专用大语言模型，能够高效生成 结构化实验指令；二是首次提出链式大语言模型合成数据框架，集成了"反应—描述文本—操作指令"三 元组数据，能够缓解标注数据稀缺 ...

证券代码：002908 证券简称：德生科技 广东德生科技股份有限公司 投资者关系活动记录表 编号：2025-005 | 投资者关系活动类 |  特定对象调研 分析师会议 | | --- | --- | | 别 | □媒体采访 业绩说明会 | | | □新闻发布会  路演活动 | | |  现场参观其他 | | 参与单位名称及人 | 华美投资、润盈达投资、前海金鉴私募、苏旺达投资、国盈资本、 | | 员姓名 | 资管网、华道研究院、尚道私募、中金银海私募、九富投资、广 | | | 发证券、国投证券、中信证券 | | | 2025 年 7 月 17 日 15:00-16:00 | | 时间 | 2025 年 7 月 18 日 10:00-11:00 | | | 2025 年 7 月 18 日 14:30-15:30 | | | 2025 年 7 月 22 日 15:00-16:00 | | 地点 | 公司会议室、深圳 | | 上市公司接待人员 | 副总经理兼董事会秘书、财务总监陈曲女士 | | 姓名 | 大数据研究院院长 简伟光先生 | | | 证券事务代表赵丹敏女士 | | 投资者关系活动主 | 公 ...

Core Viewpoint - The company has established a joint venture, Novus Infusion Partners Limited, with Supercomputing Technology Co., Ltd. to focus on the issuance of Real World Assets (RWA) [1][2] Group 1: Joint Venture Details - Novus Infusion is formed with an initial capital contribution of HKD 3 million from the company and HKD 2 million from Supercomputing Technology, resulting in ownership of 60% and 40% respectively [1] - Novus Infusion will become a direct non-wholly owned subsidiary of the company [1] Group 2: Sponsorship Agreement - A sponsorship agreement has been signed between Novus Infusion and a Hong Kong limited company fully owned by Greenland LPF, designating the latter as a Web3.0 solution service provider [2] - The focus of the collaboration will be on the tokenization and management of intangible cultural intellectual property (IP) and related digital asset projects [2] Group 3: RWA Platform Development - The agreement outlines the development of a blockchain-based RWA platform, which includes tokenization and on-chain management of intangible cultural IP assets [2] - The total budget for the collaboration under the sponsorship agreement is expected to be less than HKD 5 million, covering platform development, legal consulting, auditing, and compliance [2]

Core Viewpoint - The article discusses the emergence of Bolt Graphics, a startup aiming to redefine the GPU landscape with its new GPU called Zeus, specifically targeting path tracing technology to challenge established giants like NVIDIA, AMD, and Intel [1][6]. Group 1: Path Tracing as a Breakthrough - Path tracing represents a significant advancement in game graphics, providing a more realistic rendering of light interactions compared to traditional real-time ray tracing [2]. - Traditional methods sacrifice physical accuracy for performance, while path tracing offers "no-compromise quality" despite its high computational cost [2]. - The historical development of path tracing dates back to Jim Kajiya's 1986 paper, which laid the foundation for modern rendering theories [3]. Group 2: Bolt Graphics and Zeus GPU - Bolt Graphics was founded by engineers from major companies like NVIDIA and AMD, recognizing the untapped potential of path tracing technology [6]. - The Zeus GPU comes in three versions: single-chip (Zeus 1c), dual-chip (Zeus 2c), and quad-chip (Zeus 4c), with varying power and performance specifications [6][7]. - Zeus 1c has a TDP of approximately 120W and can process around 7.7 billion rays per second, while Zeus 4c targets data center applications with a TDP of 500W and up to 2TB of DDR5 memory [6][7][10]. Group 3: Advantages of Zeus - The memory architecture of Zeus utilizes LPDDR5X for bandwidth and DDR5 for capacity, allowing for a total memory of up to 2.25TB, which is beneficial for path tracing and HPC datasets [10]. - Bolt claims that Zeus can outperform NVIDIA's RTX 5090 by a factor of 10 in terms of efficiency for 4K path tracing scenes [10][11]. - Zeus supports IEEE-754 FP64 standard, making it suitable for high-performance computing (HPC) applications, which is a competitive advantage over NVIDIA's focus on AI [11][12]. Group 4: Ecosystem Development - Bolt is building an open, customizable ecosystem based on RISC-V architecture, which allows for community acceptance and flexibility in design [14][15]. - The company is developing a proprietary path tracing engine called Glow Stick, which aims for compatibility with mainstream rendering tools [15][16]. - Bolt plans to integrate its technology with various industry software and is working on drivers for DirectX and Vulkan, although challenges remain in the Windows ecosystem [16][17]. Group 5: Future Prospects and Challenges - Bolt aims to deliver its first development kits by Q3 2025 and enter mass production by the end of 2026, facing typical startup pressures [17][18]. - The company intends to target professionals in film and design before expanding into the gaming market, requiring successful case studies to build credibility [18][19]. - The potential for Zeus to revolutionize graphics rendering and simulation integration is significant, but the path from concept to production is fraught with challenges [19].

• 基于AI技术的合作探索：极光在AI领域有一定布局，如深度融合GPTBots的智能体构建平台。RWA领 域也需要AI技术来优化资产定价、风险预测等环节。极光可利用自身AI技术优势，与RWA项目方合 作，开发基于AI的RWA相关应用，提升RWA项目的智能化水平。 对此，极光董事长兼首席执行官罗伟东先生表示："我们相信极光现有的产品和服务能够全方位助力各 方拓展RWA市场。我们正与一些兴趣浓厚的机构展开讨论，积极探索该领域的市场机遇。" 极光作为中国领先的客户互动和营销科技服务商，可从数据服务、营销云服务、客户互动等业务板块出 发，探索与RWA(现实世界资产)的发展与合作机会。具体如下： • 数据服务与RWA结合：极光拥有庞大的用户数据资源，累计服务超过178万个APP，月活设备超过14 亿。可将这些数据与RWA项目相结合，为RWA资产提供数据支持，帮助评估底层资产价值和风险。例 如，为房地产RWA项目提供周边人口密度、消费能力等数据，辅助投资者决策；或为新能源RWA项目 提供用户使用习惯数据，助力优化资产运营策略。此外，还可利用数据优势，参与RWA资产的估值和 定价，通过数据分析建立更精准的估值模型。 • 营 ...

随着汛期来临，生态环境风险也随之加大。笔者在组织企业开展汛前生态环境隐患排查时发现，部分企 业在落实《企业突发环境事件隐患排查和治理工作指南》过程中，存在不容忽视的问题。比如，有的企 业排查时依表勾选，敷衍了事，有的企业雨季初期雨水收集系统失效，有的企业以消防演练替代环境应 急演练等。要有效抓好汛期生态环境隐患排查，笔者认为，关键在于落实"五盯"。 一盯初期雨水收集。初期雨水冲刷厂区、道路、堆场，携带大量污染物，是汛期水环境污染的"元凶"。 生态环境隐患排查必须紧盯企业初期雨水收集系统是否完善并有效运行，尤其是企业的截流沟、收集池 是否通畅无阻、容量充足，切换阀门是否灵敏可靠等。只有确保初期雨水"收得进、存得住、能处理"， 才能斩断污染物随雨水外排的污染链条。 二盯一级防控设施。一级防控设施是遏制泄漏污染物扩散的头道防线，开展隐患排查需聚焦其完备性与 有效性。重点检查危险化学品储罐围堰、事故应急池是否坚固完好、容积是否合规，有毒有害物质仓库 防渗措施是否规范合理，生产装置区导流沟渠是否畅通等。必须确保相关设施在突发事件发生时能有效 拦截污染物，为应急处置赢得时间。 三盯应急物资储备。再完善的预案，如果缺乏充足 ...

在数字经济成为全球经济增长核心引擎的当下，中国正以"数字中国"战略为引领，加速构建现代化经济体系。作为中国领先的精准撮合解决方案提供商，量 化派凭借深厚的技术积累与场景化服务能力，成为推动数字经济与实体经济深度融合的重要力量之一。量化派正以"技术+场景"的双轮驱动模式，为多行业 注入数字化新动能，助力中国经济高质量发展。 技术筑基，助力企业顺利数字化 量化派成立以来，始终将技术研发作为战略核心，截至2024年6月30日，量化派研发团队人员占雇员总人数约45%，这一比例在同行业中处于领先地位。而 持续的技术投入也转化为显著的创新成果：截至目前，公司于中国国家版权局持有50项软件版权、736项各个类别且已于中国商标局注册的商标，在中国持 有9项专利，包括有关研究及推荐的算法，以及已有5项待申请的专利，形成了坚实的技术壁垒。 量化派自主研发的量星球技术平台，通过整合深度学习、自然语言处理等前沿技术，构建了覆盖智能决策、精准营销、智能客服等五大模块的一站式解决方 案，为零售、金融等领域提供数字化支持，提高了客户的用户获取效率。 场景赋能，打造数实经济"连接器" 量化派的价值，在于其构建了系统化的赋能体系。公司依托领先 ...

新湖期货：多晶硅远月合约的表现或整体偏强 行业供给保持增长，各地区产能开工暂稳，华北地区产量小幅增长，月内行业总产量有增长预期，仍需 关注西南开工变化。硅片价格环比暂稳，虽然成交价格中枢较上周末有一定上升，但下游目前需求疲 弱，刚需采购为主。"反内卷"背景下，政策面与资金面对多晶硅价格的上涨驱动较大，实际行业基本面 仍维持宽松。价格上涨持续向下传导，但由于下半年需求大幅前置，后续价格或交易现实居多，盘面区 间震荡为主。政策预期下，远月合约的表现或整体偏强，可选择反套操作，另可考虑做多多晶硅利润。 方正中期期货：多晶硅逢低做多思路对待 基本面来看，供需未有太大变化，供过于求的态势继续维持；上周库存出现下降，主要是硅料价格上涨 带动下游提货积极性增强，企业对前期订单发货量较大。从目前绝对价格来看，硅料企业的利润已经得 到大幅改善，未来企业卖保与否取决于市场情绪何时出现降温，以及终端需求的"弱现实"何时向上传 导。整体来看，目前盘面的运行的主逻辑仍在政策带来的"强预期"上，市场情绪高涨下。短期建议顺势 而为。基本面的利空暂时失效但并未消散，后续建议关注煤炭价格上涨的持续性、光伏组件价格上涨情 况、企业套保动作及仓单 ...

Group 1: Core Strategies and Developments - JD.com is actively participating in the competitive landscape of food delivery, while also investing in stablecoins and artificial intelligence projects [2][3] - The company aims to apply for stablecoin licenses in major currency countries to reduce cross-border payment costs by 90% and improve efficiency to within 10 seconds [2][8] - JD.com has made significant investments in leading companies in the embodied intelligence sector, indicating a strategic focus on enhancing its supply chain and industry chain capabilities [2][4] Group 2: New Business Models - The launch of "Seven Fresh Kitchen" represents JD.com's innovative approach to the food delivery market, positioning it as a quality restaurant production platform [3][6] - JD.com is not merely entering the traditional food delivery space but is exploring a new business model that integrates various stakeholders in the food industry [7][10] - The company is actively recruiting culinary partners to co-develop dishes, showcasing a collaborative approach to business [3][6] Group 3: Integration of Technology and Operations - JD.com emphasizes the integration of digital and physical economies, aiming to find effective ways to merge with the real economy [5][6] - The company is leveraging its supply chain advantages to apply embodied intelligence across various operational scenarios, enhancing efficiency and reducing costs [9][10] - JD.com has established a dedicated "Intelligent Robotics Business" department to promote the sale of robotic products across multiple platforms [8][9] Group 4: Future Outlook - JD.com's recent activities reflect a strategic intent to adapt to the evolving market landscape and enhance its operational capabilities [4][10] - The company's focus on new technologies and business models is seen as a pathway to finding new growth opportunities [7][10] - JD.com is positioning itself to remain competitive in the internet industry by continuously refining its strategies and operations [10]

新能源及有色金属日报 | 2025-07-23 镍价盘面上涨，升贴水略有回落 镍品种 市场分析 2025-07-22日沪镍主力合约2508开于123310元/吨，收于123530元/吨，较前一交易日收盘变化1.51%，当日成交量为 109036手，持仓量为35618手。 沪镍主力合约夜盘开盘跳空高开快速上涨，午夜后振荡回落，日盘继续振荡回落，午后振荡回升，收长下引阳线。 成交量较上个交易日略有减少，持仓量较上个交易日有所增加。德国政府与商界代表21日共同发布一项大规模投 资倡议，承诺到2028年在德国投资6310亿欧元，以提振经济和增强竞争力。当地时间7月21日，巴西总统卢拉表示， 若美国总统特朗普不改变想法，当巴西予以回应时，双方"关税战"或将打响。据环球网援引《华尔街日报》报道 称，欧盟原以为即将与美国达成控制关税的协议，但现在正准备反击。工业和信息化部总工程师谢少锋在7月18日 国新办新闻发布会上表示，实施新一轮钢铁、有色金属、石化、建材等十大重点行业稳增长工作方案，推动重点 行业着力调结构、优供给、淘汰落后产能，具体工作方案将在近期陆续发布。支持重点工业大省发挥"挑大梁"作 用，包括落实支持政策、培育 ...