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科大讯飞副总裁王勃:未来5到10年,大模型领域的投资机遇在于具身智能、行业模型和科研领域应用
Mei Ri Jing Ji Xin Wen· 2025-05-20 07:06
Core Insights - The roundtable discussion on "Opportunities in China's Artificial Intelligence Industry" highlighted the long-term value of large model technology and its transformative impact on various industries [1] Group 1: Impact of Large Models - Large models will change traditional information distribution and retrieval methods, surpassing conventional search engines in extraction, summarization, and analysis capabilities, marking a revolutionary technological shift [1] - Large models have become primary tools for content production, with AI-generated content (ARTC) achieving higher quality, making social media content more engaging and dynamic [2] - The understanding of natural language by large models enhances human-computer interaction, making it more natural and convenient, entering a new phase [3] Group 2: Specialization and Applications - Large models are expected to become increasingly specialized, with future models tailored to specific fields, enhancing service efficiency across various industries [4] - The coding capabilities of large models are superior to those of humans, as they can understand natural language and write code, potentially replacing entry-level programmers in certain scenarios [4] - Large models are accelerating research, evolving from mere tools to integral components of the research process, significantly improving efficiency [5] Group 3: Investment Opportunities - The future investment opportunities in the large model sector include embodied intelligence, which allows robots to perceive their environment and learn autonomously, creating substantial industrial opportunities [5] - Industry-specific large models, particularly in sectors like healthcare and mining, are expected to enhance efficiency through AI integration [5] - The application of large models in research can drastically improve the efficiency of discovering new materials or technologies, likened to finding tea leaves in a cup rather than searching in the ocean [5]
京研机器人在新疆油田“上岗”
蒙洋介绍,过去相对传统的机器人智能化程度有限,需要提前写好复杂的程序,甚至配备一位工程 师"跟班",机器人才能完成既定的工作,这种应用场景不但无法为企业减负增效,甚至还需要投入额外 的人力成本。而接入大模型技术后,机器人开始具备真正的智能,从过去"死读书"变得能够"学以致 用",具备推理、判断和决策等能力。 值得注意的是,如今走进新疆油田的机器人并不是一家企业单打独斗的成果。"底盘是中关村机器人产 业创新中心子公司研制,机械臂是遨博智能的,算法来自北京化工大学。"蒙洋介绍,依托中关村机器 人产业创新中心,多家北京科技企业、院所联合进行了机器人共性技术的攻关。 当日,中关村机器人产业创新中心运营方中关村机器人产业创新发展有限公司,与中石油旗下昆仑数智 公司签署合作协议,双方将重点攻关石油化工等高风险行业的特种机器人技术,实现高危环境下的无人 化作业与实时安全监测,进一步降低能源生产风险。 本报讯(记者 孙奇茹)日前,记者从"'机器人+能源'协同创新守护安全 多方联动推动首都高质量发 展"主题活动上获悉,由中关村机器人产业创新中心与昆仑数智联合推出的新型防爆巡检机器人已于近 日在新疆油田"上岗",今年预计将有近百 ...
大模型技术驱动教育数字化变革
Ke Ji Ri Bao· 2025-05-14 01:12
在天津市第二新华中学,语文老师李老师越来越习惯借助星火教师助手来备课。她在对话框中打 出"《赤壁赋》的情景交融手法",教师助手立即生成包含教学目标、重难点、拓展阅读的完整教案,还 推荐了配套的视频资源。"以前备课要翻阅大量资料,现在AI助手能快速给出专业方案,还能推荐配套 资源,节省了大量时间。"李老师说。 根据一线应用数据,星火教师助手使教师教学设计效率提升超56%,课件制作效率提升超64%。 让黑板变"聪明",给教师充当"最强辅助",这都源于讯飞星火大模型的持续优化。科大讯飞副总裁 周佳峰透露:"今年1月发布的讯飞星火深度推理模型X1,经过两次升级后,在逻辑推理、文本生成、 语言理解等方面的能力显著提升,能准确识别出复杂的数学公式,给出完整解题思路,输出结果也严谨 清晰。" 原标题:大模型技术驱动教育数字化变革 "都说教师要学着用人工智能,没想到黑板早就偷偷变'聪明'了。"近日在天津举行的第85届中国教 育装备展示会上,一位来自贵州拥有十多年教龄的教师忍不住发出感慨。他眼里的普通黑板,已变成自 带"超链接",能思考、会对话的课堂"最强大脑"。 这一转变背后,是国产大模型技术的快速成熟。从智能黑板到AI教师 ...
汉邦高科(300449) - 300449汉邦高科投资者关系管理信息20250513
2025-05-13 09:48
Group 1: Company Overview and Transformation - The company has transformed into a comprehensive solution provider in intelligent computing services, smart security, audio-video monitoring, AI applications, and digital watermarking technology [2][4] - The company focuses on maintaining strong cooperation with clients and enhancing its competitive edge through technology innovation and resource integration [4][5] Group 2: Competitive Advantages - The company possesses competitive advantages in technology R&D capabilities, product innovation, industry resources, and a professional team [2][4] - In the intelligent computing service sector, the company has developed a moderately sized and competitive R&D team focusing on large model algorithms and big data development [4][6] Group 3: Financial and Structural Support - The controlling shareholder, Beijing Muchao Holdings, will provide financial support and enhance corporate governance, which is expected to improve the company's operational capabilities and profitability [5][6] - The company is undergoing a major asset restructuring, with due diligence and auditing processes currently in progress [4][5] Group 4: Future Development Strategy - The company aims to capitalize on opportunities in AI and large model technology, enhancing product quality and efficiency through innovation [6][7] - Plans include accelerating the application of digital watermarking technology and expanding customer groups and application scenarios [6][7] Group 5: Communication and Updates - The company acknowledges the need for timely updates on its website and subsidiary information, indicating ongoing improvements in management and business operations [6][7]
AI推动数字人“飞入寻常百姓家”
Ke Ji Ri Bao· 2025-05-11 23:40
Core Insights - The article highlights the rapid development and increasing importance of digital human technology in the context of the digital economy, particularly showcased by the "AI Monkey King" at the 2025 Osaka Expo [1][4]. Group 1: Digital Human Technology - Digital humans are defined as digital entities created through various intelligent technologies, capable of simulating human appearance, voice, and actions, and can learn and interact based on large models [2][3]. - The digital human industry in China is expanding rapidly, with over 1.144 million related companies by 2024, and 174,000 new registrations in the first five months of 2024, indicating significant market potential [2][3]. Group 2: Application Scenarios - The application scenarios for digital humans are categorized into three main types: media digital humans (50% of scenarios), service digital humans (30%), and industry digital humans (20%) [3]. - Media digital humans are currently the most mature application form, enhancing interactivity and engagement in information dissemination [3]. Group 3: Technological Evolution - Digital humans have evolved through three stages: human-driven, program-driven, and now AI-driven, with the latest stage offering more realistic interactions and capabilities [4][5]. - AI-driven digital humans can now generate body movements in real-time based on voice input, significantly improving their performance in dynamic scenarios [5][6]. Group 4: Future Development - The demand for personalized digital humans is increasing, with advancements in generative AI technology lowering production costs and enhancing customization options [7][8]. - The industry is still in a rapid growth phase, with a focus on overcoming challenges related to data privacy and security as digital humans become more integrated into daily life [8].
傅利叶顾捷:一个医疗级人形机器人产品落地要三到四年
Hu Xiu· 2025-05-11 05:12
Core Viewpoint - Fourier has evolved from a rehabilitation robotics company to a general humanoid robotics company, marking its tenth anniversary with significant advancements in humanoid robot development, including the launch of GR-1 and GR-2 [1][2][3] Company Development - Founded ten years ago in Zhangjiang, Fourier initially focused on rehabilitation robots, becoming one of the first teams in China to commercialize exoskeleton robots for medical rehabilitation [1][2] - The first humanoid robot prototype was developed in 2022, with the official launch of GR-1 in July 2023 at the World Artificial Intelligence Conference [2][3] Market Environment - The humanoid robotics market faced skepticism from investors initially, with many viewing humanoid robots as mere toys [2] - The landscape has changed, with advancements in large model technology driving interest and investment in embodied intelligence as a new frontier [2][3] Technological Focus - Fourier's strategy emphasizes the integration of core components from rehabilitation robots into humanoid robots, maintaining a bipedal design and achieving mass production of bipedal humanoid robots in 2023 [3][7] - The company has accumulated extensive data and experience from over 3,000 medical institutions, enhancing its understanding of user needs [3][7] Future Applications - Humanoid robots are expected to play significant roles in rehabilitation, elderly care, and companionship, with a focus on interaction, perception, and decision-making capabilities [5][8] - The company envisions a range of applications in the medical field, from patient guidance to night ward companionship, and extending into community and home settings [8][9] Product Development Timeline - The development timeline for a medical-grade humanoid robot from concept to market is approximately three to four years, including prototype validation and regulatory approval [6][12] Competitive Advantage - Fourier's competitive edge lies in its early focus on force feedback technology, advanced algorithms for motion capabilities, and a deep understanding of human-robot interaction [7][10] - The company aims to collaborate with partners for sensor development and leverage existing AI infrastructure to enhance its robotic capabilities [9][10] Market Strategy - While currently focused on B2B applications, Fourier is open to exploring C2C opportunities as technology evolves, although no immediate plans for C2C products exist [11][12] - The company does not view its rehabilitation and humanoid robotics segments as separate but rather as interconnected within the broader field of embodied intelligence [12][13]
将融入澳门本地特色语料!国内首个出海葡语大模型在横琴发布
Nan Fang Du Shi Bao· 2025-05-09 14:30
此外,训练语料融合了部分现有的深译科技2.04亿数据资产包,引入中葡、英葡的双语平行语料以及中 文、葡语单语语料,从数据层面保证了模型在中文和葡萄牙语上的能力。值得关注的是,模型加强地域 与文化的匹配和场景化能力拓展,融入澳门本地的人文、历史、旅游等特色语料,未来也有望扩展到其 他葡语国家具有当地文化特色的数据。 南都记者在发布会现场获悉,葡语大模型正有效推动产学研合作,实现AI在文旅、金融、医疗等领域 的落地,将有效赋能"澳门+横琴"打造面向葡语国家的数字经济枢纽。 据悉,此次发布的"深绎未来葡语大模型"是国内首个针对葡语国家市场的行业级大模型,具备强大核心 能力。大模型构建了多语言多模态技术体系,基于"多语言、多模态、多领域"的大模型技术架构,支持 文本、图片、音视频(4模态)及金融、科技、文化等17个领域。同时,大模型具备轻量化部署能力, 支持上下文理解、多任务学习,通过模型压缩技术实现高效部署,具备行业专家级能力。 5月8日,深绎未来葡语大模型DeeCo-Model在横琴粤澳深度合作区正式发布。据介绍,葡语大模型具备 强大的多语言处理能力,融合中葡、英葡平行语料对齐技术,能更好理解欧洲葡萄牙语(欧葡) ...
【机构调研记录】天弘基金调研福昕软件、莱绅通灵等5只个股(附名单)
Zheng Quan Zhi Xing· 2025-05-09 00:11
Group 1: Focusing on Companies - Tianhong Fund recently conducted research on five listed companies, including Foxit Software, which has a first-mover advantage in the intelligent document processing sector, primarily serving small and medium enterprises while also catering to large clients [1] - Foxit Software is enhancing its subscription revenue through cloud transformation and global marketing network expansion, with AI driving business model upgrades [1] - Laisentongling is expected to see rapid revenue growth in 2024, with a focus on differentiated gold products and brand positioning, aiming for a gross margin increase from 39.5% in 2024 to 41.7% in Q1 2025 [2] - Fuguang Co., Ltd. achieved a revenue of 621.39 million yuan in 2024, a year-on-year increase of 5.82%, and a net profit of 9.49 million yuan, marking a turnaround to profitability [3] - Zhongke Environmental Protection has a differentiated advantage in its heating business, with significant growth potential driven by stable heat demand and project location advantages [4] - Zhuhai Guanyu plans to enhance its product and market competitiveness by increasing R&D investment and improving process levels, while also focusing on key technologies in lithium-ion and sodium-ion batteries [5] Group 2: Financial Performance and Projections - Foxit Software's accounts receivable and contract liabilities grew in tandem, influenced by subscription transformation and acquisitions [1] - Laisentongling's gold-inlaid products are expected to account for 65% of revenue in 2024, increasing to 70%-75% in Q1 2025, with a focus on optimizing low-efficiency stores [2] - Fuguang Co., Ltd.'s customized product business saw a revenue increase of 113.26%, indicating strong market demand for high-end optical components [3] - Zhongke Environmental Protection's heating capacity is significantly greater than current demand, indicating potential for future growth [4] - Zhuhai Guanyu's investment cash flow is negative due to fixed asset investments, while financing cash flow is also negative due to loan repayments and interest payments [5]
8.8万元起售!国内“最神秘”人形机器人创企开启机器人量产!!
Robot猎场备忘录· 2025-05-08 16:04
正文: 2025年5月8日, 曾经被投资人追着投的 国内最神秘人形机器人创企 [ 上海 优理奇 智能科技 有限公司 ]( UniX AI )正式官宣 旗下第二代全尺寸通用轮式仿生机器人Wanda 2.0量产正式开启, 全系列产品售价 8.8万元起。 温馨提示 : 点击下方图片,查看运营团队2025年最新原创报告(共210页) 说明: 欢迎约稿、刊例合作、行业人士交流 , 行业交流记得先加入 "机器人头条"知识星球 ,后添加( 微信号:lietou100w ) 微信; 若有侵权、改稿请联系编辑运营(微信:li_sir_2020); Wanda 2.0具备强大的长序列泛化能力,可应对复杂场景,预装多个爆款L4级别应用,并支持快速示教学习,可 迅捷部署。 [ UniX AI]于2024年12月25日完成新一代 通用人形机器人Wanda 2.0发布, 并同步开启预售。 据官方介绍,机器人Wanda 2.0身高170厘米,最低可降至140厘米, 配备世界首个量产级八自由度仿生手臂, 拥有982毫米超长臂展,可模拟人类感知与行动的自然性,动作连贯,姿态自然, 单臂负载能力提升至6千克, 搭载自适应二指夹爪,采用指尖欠驱技 ...