出品 | 36氪未来消费（微信ID：lslb168） 离你更近的消费创投一线。 编辑 | 任彩茹 头图 | IC photo 「飞熊领鲜」完成近亿元C轮融资 据IT桔子，飞熊领鲜完成近亿元C轮融资，由河北临空私募基金管理有限公司与北京意诚阳光资产管 理有限公司联合投资。 飞熊领鲜为冻品产业链用户提供供应链金融、跨境采购、撮合交易、共享仓储交付、SaaS软件赋能 等综合服务。 「无限探索」完成1600万元天使轮融资 Busy Money 「贝陪科技」完成Pre-A轮投资 据智能涌现，智能玩具公司贝陪科技近日宣布完成Pre-A轮投资，由顺为资本独家投资。此前公司曾 获得由五源资本投资的天使轮融资和由青山资本独投的天使+轮融资，累计融资金额达到近千万美 元。 贝陪科技打造了AI玩具品牌"可豆陪陪"（KidoPally），并于今年4月底推出了首批AI玩具产品——友 爱兔和好奇熊。其产品主要面向全球2-8岁的儿童，有自然对话的儿童AI大模型、NFC游戏启智卡和 家长小程序等功能。 「Shiok Burger」完成Pre-A轮融资 36氪获悉，东南亚本土融合汉堡品牌Shiok Burger宣布完成Pre-A轮融资，本轮由 ...

Core Insights - Meta has completed a significant acquisition of Scale AI for nearly $15 billion, acquiring 49% of the company’s non-voting shares, which raises concerns about Scale AI's neutrality and potential data leakage risks for its large clients [1][2] - Following the acquisition, Scale AI's valuation has surged from $14 billion to $29 billion, indicating strong market interest and potential growth in the AI sector [2][3] Company Overview - Scale AI, founded by Alexandr Wang, specializes in data annotation services crucial for various AI applications, including chatbots and autonomous driving [2] - The company has received investments from major tech firms such as Y Combinator, NVIDIA, AMD, Amazon, and Meta [2] Financial Performance - Scale AI's revenue is projected to be approximately $870 million in 2024, with Google spending around $150 million on its services [3] - The company’s business model heavily relies on a few key clients, making it vulnerable to significant losses if it loses major customers like Google [3] Competitive Landscape - The acquisition has led to increased competition, with other data annotation companies like Labelbox and Handshake reporting a surge in demand and potential new revenue opportunities from clients leaving Scale AI [3][4] - OpenAI has expressed concerns about the acquisition potentially harming the AI ecosystem and slowing innovation due to competitive pressures [3] Regulatory Considerations - The acquisition may attract scrutiny from U.S. antitrust regulators, despite being a minority stake, as it could be perceived as harming competition [5][6] - There are ongoing investigations into similar acquisitions in the tech industry, reflecting a broader concern about "talent acquisition" strategies employed by major firms [5][6]

中国网络招聘行业丨研究报告 核心摘要： 发展现状 企业的招聘渠道随用户的使用行为和触媒习惯而拓展，其中， 网络招聘占比稳定在7成左右 ， 这既源于互 联网信息传播高效率的天然优势，也是网络招聘模式由职位信息黄页到职位搜索模式再到算法匹配模式演进 的结果：平台在招聘环节的参与程度逐渐加深，并通过匹配算法评估求职者与职位的匹配度，推动供需端撮 合效率的优化。2024年我国网络招聘行业市场规模为183亿，同比增速为1.6%。 随着民生消费政策落地， 企业招聘需求将加速修复，加之网络招聘平台AI应用为企业带来更大的价值，将共同带动网络招聘市场规模 增速回升，预计2025-2027年均增速为6.7%。 供需分析 发展趋势 AI大模型应用有望进一步提升平台价值： 前程无忧、BOSS直聘等头部网络招聘平台纷纷布局垂类大模型， AI大模型+招聘的价值主要体现在自动化以及更精准灵活的人岗匹配能力，在为招聘者降本增效的同时，用 户也将更显著地感知平台效率差异，网络招聘平台或将建立起更坚固的竞争壁垒 社交媒体平台成为补充招聘渠道： 社媒平台差异化的筛选机制和运营模式拉高了互相筛选的成本，加之社媒 平台主营业务与招聘业务相关性弱，开 ...

文 | 中关村储能产业技术联盟 新能源和储能正在快速、全面参与电力市场交易，如何在实时波动的电价市场，实现电站 "稳盈"运营，是电站投资亟待解决的问题。远景储能认为， 高准确度的电价预测，是制定更优交易策略，保证电站收益的首要因素，而精准电价预测，离不开对新能源功率、负荷的预测。 近日，南方电网发布 2024-2025赛季 AI负荷预测技术比武第一阶段成绩排名 ，远景负荷预测技术位列第一；此前，在 2023年南方电网 新能源发 电功率预测生态圈培育计划 竞赛中，远景的功率预测技术也位列第一。 精准电价预测可以支撑实现更优交易策略制定，但由软件定义的高性能、高可靠硬件同样重要，硬件表现是交易策略能否完美执行的关键因素。 在景蓝乌尔图电站，基于远景智慧交易型储能高转换效率， 2-5月的场站侧综合效率达到了89.2%，高于同区域平均水平约4个百分点；基于远景智 慧交易型储能的高可靠性，景蓝乌尔图 储能电站功率可用率达到了99%，容量可用率超过了97%。 通过软硬件深度融合，远景智慧交易型储能在射阳电站和景蓝乌尔图电站都实现了交易策略 100%响应。 比如，远景具备定制温控设计能力，远景智 慧型交易储能无需静置待机， ...

Core Viewpoint - China Automotive Engineering Research Institute (China Automotive Research) celebrates its 60th anniversary, highlighting its evolution and contributions to the automotive industry, emphasizing its commitment to technological innovation and industry support [1][2]. Group 1: Historical Development - Established to meet national defense and economic needs, China Automotive Research has undergone multiple relocations and name changes, evolving from a focus on heavy vehicles to a broader automotive service provider [1]. - The institute has achieved significant milestones, including major technology introductions that have bolstered China's automotive capabilities, such as the introduction of Baoliye technology and collaborations with Isuzu [5]. Group 2: Technological Advancements - China Automotive Research has developed a comprehensive service platform covering the entire automotive lifecycle, including research, testing, certification, and promotion, with a focus on safety, green technology, and user experience [5]. - The institute has established nine national platforms and 25 provincial key laboratories, including Asia's largest automotive wind tunnel and the world's largest OTA laboratory for vehicle antennas [5]. Group 3: Achievements and Recognition - The institute has received a total of 285 national, provincial, and industry technology awards, including five national awards, and has filed 1,059 patents, showcasing its strong innovation capabilities [7]. - The "China Automotive Research Evaluation" has become a trusted benchmark in the industry, providing authoritative assessment reports and indices for consumers [8]. Group 4: Future Plans and Strategic Initiatives - Looking ahead, China Automotive Research aims to enhance its role as a national technology support entity, focusing on emerging technologies such as flying cars, AI, and big data [10]. - The institute's strategic transformation includes two major initiatives: building standards and ecosystems, and creating a foundational platform for the automotive industry [14]. - Three key plans focus on electrification, low-carbon development, and globalization, aiming to strengthen China's automotive production capabilities and establish a competitive edge [15].

证券代码：300365 证券简称：恒华科技 北京恒华伟业科技股份有限公司 投资者关系活动记录表 编号：2025-003 投资者关系活动 类别 ■特定对象调研 □分析师会议 □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 国泰海通证券、国中长城资产、博润银泰、永颐资产、唐丰投 资、盈领投资、飞旋投资、本炎投资、宁波知远投资、明远投 资、汇垠德擎投资、中天汇富投资、厚毅资本、兴华基金、景 策私募基金、六妙星私募基金、北京风炎私募、元民私募基金、 硬核坚果（北京）私募基金、中关村科学城公司等 20 家机构 投资者。 时间 2025 年 6 月 12 日 地点 公司会议室 上市公司接待人 员姓名 董事会秘书 丰 丹 技术专家 陈少坤 证券事务代表 邓雅静 技术专家 孙敏杰 投资者关系活动 主要内容介绍 1、公司在智能电网、智慧能源领域是否参与过行业标准 制定？与同行业可比公司相比，公司在核心技术上具备哪些差 异化优势？ 答：在智能电网设计领域，公司深度参与行业标准制定， 彰显专业影响力。由公司及下属公司参与编制的《输变电工程 三维设计模型交互及建模规范》《输变电工程三维设计模型分 ...

Core Insights - AI toys are rapidly becoming mainstream consumer products, providing immersive solutions for children's education, elderly care, and emotional companionship for single young adults [1] - The city of Chenghai in Shantou, Guangdong Province, is a major hub for the toy industry in China, producing 300,000 new toy models annually and playing a crucial role in the global toy supply chain [1] - Baidu Intelligent Cloud is leveraging advanced AI technologies to enhance AI toys, enabling emotional connections and deep companionship through features like emotion recognition and proactive care [1] - The integration of AI technology in toys is supported by Baidu's dual-intelligence framework, which includes multi-modal interactions and educational functionalities [1] Industry Developments - Baidu Intelligent Cloud is creating an open collaborative innovation platform for toy manufacturers, integrating AI large models with the entire toy industry chain, aiming to build a trillion-level creative toy industry cluster in Chenghai [2] - Shifeng Culture, a leading toy manufacturer in Chenghai, is entering the AI toy market with its new product, AI Magic Star, which extends the industry from simple entertainment to educational assistance and emotional companionship [2] - A strategic partnership between Shifeng Culture and Baidu Intelligent Cloud was established to explore innovative product forms and gameplay, facilitating a significant upgrade towards intelligent, personalized, and value-added educational toys [2] Event Highlights - The 2025 AI Toy Industry Innovation and Development Conference was held in Chenghai, co-hosted by Baidu Intelligent Cloud and the local government, focusing on the theme "Cluster Synergy, AI Breakthrough" [4] - The conference gathered global AI technology vendors, well-known IP parties, and partners from the industry chain to discuss the ecological construction and innovative development paths for AI toys [4] - The event aims to accelerate the transformation of traditional toy manufacturing into high-end intelligent manufacturing [4]

从功能对比来看，AI眼镜专注于语音、图像信息的捕捉，聚焦智能化处理与人机交互，为用户提供智能化的辅助 服务；AR眼镜更侧重于提供沉浸式的增强现实体验。从硬件组成对比来看，AI眼镜的核心硬件需求聚焦于SoC处 理器，且对其提出低功耗、高性能要求；AR眼镜则不仅依赖SoC处理器及各类传感器，还需光学模组来生成虚拟 图像。 此外，银河证券研报称，技术进步推动市场需求，AR眼镜向"下一计算终端"迈进：通过技术突破+生态整合+市场 下沉，AR眼镜厂商正在推动AR眼镜从"小众极客玩具"迈向"大众智能终端"。虽然AR眼镜在成本、续航、生态和 用户习惯等方面仍存在关键挑战，但是随着AI+AR技术的成熟，智能眼镜有望成为继智能手机后的下一代主流计 算终端，带动整个产业链（芯片、光学、传感器、代工等）进入高速增长期。（南木） 对于智能眼镜，民生证券研报指出，智能眼镜是最具智能化改造潜力的AI大模型载体之一。AI大模型能力的逐步 提升，推动人机交互方式变革，为新型AI终端载体的诞生创造了条件。由于AI大模型的独特能力，新一代智能终 端设备具备不同于以往互联网时代以网站和APP为载体的颠覆性创新与生态重构。其中，智能眼镜的AI赋能潜 ...

证券代码：300541证券简称：先进数通编号：20250612 北京先进数通信息技术股份公司投资者关系活动记录表 |  投资者关系 | 特定对象调研□分析师会议□媒体采访 | | --- | --- | | 活动类别 | □业绩说明会□新闻发布会□路演活动 | | | □现场参观 □其他： | | 参与单位 | 深圳市前海国金资产管理有限公司：王涛 | | | 国金证券股份有限公司：岳吉庆 | | | 国泰海通证券股份有限公司：万雪 | | | 上海证券有限责任公司：刘薇 | | 及人员 | 远东宏信有限公司：安阳 | | | 北京青青园中葵咨询有限公司：周树国 | | | 紫时私募基金管理(三亚)有限公司：丁帅 | | 时间 | 2025 年 6 月 12 日 | | 地点 | 公司 B 座 4 层大会议室 | | 公司接待人员 | 董事会秘书：刘志刚 | | | 证券事务代表：徐娜 | 主要内容 1. 请介绍一下公司的主要业务情况。 公司面向以商业银行为主的金融机构、大型互联网企业、烟草行业及其他大 中型企业提供 IT 基础设施建设、软件解决方案及 IT 运维服务，公司成立至今， 主要业务没有发生重大变 ...

Group 1 - Yuan An, a long-time employee of Alibaba, announced his departure and clarified that his resignation was voluntary and not due to financial reasons, emphasizing the pursuit of dreams over money [1] - The smart glasses market has seen an explosive growth, with sales increasing over 800% year-on-year, and global shipments expected to reach 12.8 million units by 2025, with China leading the market [1] - Quark, a subsidiary of Alibaba, launched a high school entrance examination model to provide personalized college application strategies for students [2] Group 2 - AMD unveiled its new AI chip MI400 at the Advancing AI 2025 conference, which will be integrated into a complete server system named Helios [4] - Micron Technology announced an expansion of its investment in U.S. memory manufacturing to $200 billion, creating approximately 90,000 jobs [5] - Ant Group's Ant Financial is applying for a stablecoin license in Hong Kong, aiming to establish its global headquarters there [5] Group 3 - Google introduced a voluntary departure plan for employees, offering at least 14 weeks of salary as compensation [2] - SpaceX's Starship's eighth test flight failed due to a hardware issue with one of its Raptor engines, but no public injuries or property damage were reported [5] - JinkoSolar signed multiple cooperation agreements for its Tiger Neo 3.0 modules, marking the start of mass production and delivery [7]