Core Viewpoint - The article discusses how Guangzhou Fantuo Digital Creative Co., Ltd. is leveraging digital twin technology to address challenges in industrial smart transformation, particularly in production line upgrades and equipment maintenance [1][5]. Group 1: Digital Twin Technology - Digital twin technology is identified as a key technology in the transition to Industry 4.0, enabling the control, prediction, and optimization of real production processes through virtual models [3][7]. - Fantuo has developed a production line twin platform that collects critical data such as product qualification rates and material waste rates via the Internet of Things (IoT), allowing for automatic alerts when issues arise [3][7]. Group 2: Production Line Optimization - The platform allows factories to design and validate new production line schemes in a digital environment before implementing them in reality, significantly reducing time and trial-and-error costs [3][7]. - The technology also aids in predicting equipment failures by integrating data from equipment with AI systems, thus enabling proactive maintenance rather than reactive repairs [3][7]. Group 3: User Accessibility and Training - To address concerns about the complexity of digital twin technology, Fantuo has created a no-code platform that allows users to easily build their digital twin environments through simple drag-and-drop operations [4][8]. - The company is involved in training robots in virtual environments before deploying them in real factories, enhancing operational efficiency [4][8]. Group 4: International Support and Case Studies - Fantuo has provided solutions for companies exporting equipment to Southeast Asia, utilizing mixed reality (MR) technology for remote guidance on installation and maintenance [4][8]. - The company has accumulated numerous industry case studies, including projects in the photovoltaic industry, tobacco, pharmaceuticals, and precision instruments, showcasing the practical applications of digital twin technology [4][8].

Core Viewpoint - Nobikang, a company specializing in artificial intelligence and digital twin technology, successfully listed on the Hong Kong Stock Exchange, achieving a remarkable first-day increase of 363.75%, setting a record for new stock price increases in nearly a decade [1][3]. Company Overview - Nobikang Artificial Intelligence Technology (Chengdu) Co., Ltd. officially listed on December 23, with the stock code 2635.HK, marking its entry into the Hong Kong stock market [3]. - The company is recognized as a national-level specialized and innovative "little giant," focusing on providing intelligent detection and monitoring solutions for major infrastructure such as rail transit and smart cities [3]. - Since its establishment, Nobikang has continuously deepened its expertise, with core technologies and products widely applied in domestic rail transit, becoming a key driver of industry intelligence upgrades [3]. Financial Performance - The initial public offering (IPO) was priced at 80 Hong Kong dollars per share, with a subscription rate of 3% for investors [1]. - Each hand of shares consists of 50 shares, resulting in a profit of 14,550 Hong Kong dollars per hand, excluding transaction fees [1].

3DGS的规模应用瓶颈 想用3D高斯泼溅（3DGS）重建一座城市？ 过去，这往往意味着一套昂贵的GPU集群。如今，研究人员给出了另一种答案：一张RTX 4090，加上足够大的CPU内存，也可以完成城市级3D重建。 来自纽约大学的研究团队在ASPLOS 2026上提出了名为 CLM（CPU-offloaded Large-scale 3DGS training）的系统。该工作通过将3D高斯泼溅训练中占用显 存最多的参数转移到CPU内存中，使单张消费级显卡也能训练上亿规模的高斯点模型，为大场景神经渲染显著降低了硬件门槛。 3D高斯泼溅（3DGS）因其高质量渲染效果和极高的渲染速度，已成为神经渲染领域的重要技术路线。然而，当研究人员尝试将其用于城市街区、大型室 内空间等复杂场景时，问题很快显现出来——GPU显存成为最直接、也最难解决的瓶颈。 一个高精度的3DGS模型通常包含数千万乃至上亿个高斯点。每个高斯点包含位置、形状、颜色和不透明度等数十个可学习参数，训练过程中还需同时保 存梯度和优化器状态。研究人员指出，即便是RTX 4090这样的24GB显存显卡，也只能容纳约一两千万个高斯点的完整训练状态，远不足以覆盖城市 ...

Group 1 - The core viewpoint of the news is that Zhongda An's stock has shown significant fluctuations, with a year-to-date increase of 66.60% and a recent decline over the past 20 days of 8.27% [1] - As of December 23, Zhongda An's stock price is 16.31 yuan per share, with a market capitalization of 2.286 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 360.44 thousand yuan, with large orders showing a buy of 445.11 thousand yuan and a sell of 758.28 thousand yuan [1] Group 2 - Zhongda An's main business includes project management services, primarily engineering supervision, with revenue contributions from various sectors such as power supervision (20.73%) and civil engineering supervision (19.72%) [1] - As of September 30, the number of shareholders decreased by 41.07% to 8,906, while the average circulating shares per person increased by 69.71% to 13,520 shares [2] - For the first nine months of 2025, Zhongda An reported a revenue of 469 million yuan, a year-on-year decrease of 5.03%, and a net profit attributable to shareholders of 980.2 thousand yuan, down 56.30% year-on-year [2] Group 3 - Since its A-share listing, Zhongda An has distributed a total of 30.3829 million yuan in dividends, with 1.3632 million yuan distributed over the past three years [3]

新时达所属申万行业为：机械设备-专用设备-楼宇设备。所属概念板块包括：数字孪生、京东概念、智 慧物流、快递概念、机器视觉等。 截至12月10日，新时达股东户数4.80万，较上期增加1.89%；人均流通股11026股，较上期减少1.85%。 2025年1月-9月，新时达实现营业收入26.54亿元，同比增长17.20%；归母净利润434.62万元，同比增长 110.26%。 分红方面，新时达A股上市后累计派现4.79亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，新时达十大流通股东中，鹏华碳中和主题混合A（016530）位居 第三大流通股东，持股1436.31万股，相比上期增加589.73万股。华夏中证机器人ETF（562500）位居第 四大流通股东，持股1277.96万股，相比上期增加238.63万股。香港中央结算有限公司位居第九大流通股 东，持股659.96万股，为新进股东。 12月23日，新时达盘中下跌2.02%，截至14:18，报15.03元/股，成交8905.00万元，换手率1.11%，总市 值99.66亿元。 资金流向方面，主力资金净流出1556.53万元，特大单买入122 ...

12月23日，数字政通盘中下跌2.01%，截至14:04，报14.59元/股，成交7398.58万元，换手率0.98%，总 市值90.62亿元。 资金流向方面，主力资金净流出1222.37万元，大单买入888.49万元，占比12.01%，卖出2110.86万元， 占比28.53%。 数字政通今年以来股价跌15.66%，近5个交易日跌0.68%，近20日跌10.49%，近60日跌13.72%。 数字政通所属申万行业为：计算机-软件开发-垂直应用软件。所属概念板块包括：AIAgent（智能 体）、AI模型、华为昇腾、数字孪生、智慧政务等。 截至9月30日，数字政通股东户数6.87万，较上期减少12.64%；人均流通股7499股，较上期增加 14.47%。2025年1月-9月，数字政通实现营业收入5.21亿元，同比减少25.36%；归母净利润-5220.23万 元，同比减少354.59%。 分红方面，数字政通A股上市后累计派现2.57亿元。近三年，累计派现5621.95万元。 机构持仓方面，截止2025年9月30日，数字政通十大流通股东中，金鹰科技创新股票A（001167）位居 第四大流通股东，持股559.99万股 ...

Core Viewpoint - Nobikang AI Technology (Chengdu) Co., Ltd., known as the "first AI + industrial intelligent inspection stock" in Hong Kong, officially listed on the Hong Kong Stock Exchange on December 23, with its stock code being 2635.HK, experiencing an opening increase of over 300% [1][3]. Company Overview - Founded in 2015 in Chengdu, Nobikang focuses on core technologies in artificial intelligence and digital twins, providing intelligent detection and monitoring solutions for major infrastructure such as rail transit and smart cities [3]. - The company has become a key driver of industry intelligence upgrades, serving over 80% of railway bureaus in China and achieving significant growth in its AI + energy business, which became its largest revenue segment in 2023 [3][4]. Investment and Financing - Nobikang has undergone five rounds of financing from December 2019 to June 2024, with notable investors including Bojiang Capital and Chengyu Fund, which have provided not only financial support but also assistance in connecting research resources and industry channels [4][5]. - The company’s valuation reached 2.13 billion yuan after a D+ round investment led by Chengdu Jiaozi Capital in 2024 [5][6]. Market Expansion and Performance - The successful listing of Nobikang reflects the rapid expansion of the "Chengdu Legion" in the capital market, with six new companies listed or approved for listing in Chengdu this year, bringing the total number of listed companies in the region to 154, the highest in Central and Western China [7][8]. - The overall market capitalization of listed companies in Chengdu exceeds 2 trillion yuan, with 122 A-share companies reporting a total revenue of 434.055 billion yuan in the third quarter [8].

来源：上海证券报·中国证券网 上证报中国证券网讯（记者 何漪）12月23日，诺比侃在港交所挂牌上市。截至9点57分，诺比侃大涨319%，报335.2港元/股。 | W | 诺比侃(2635) | | | | | --- | --- | --- | --- | --- | | | 12-23 09:57:37 | | | | | | 335.200 额 1.7亿 股本 3787万 市盈"" 111 | | | H | | | 255.200 319.00% 換 2.35% 市值 127亿 市净" 17.03 | | | | | 关于日本 | 王目 周Ｋ 月Ｋ | 車名 | | | | 叠加 | 均价:238.627 | 雷口 | | | | 700.000 | | 775.00% 卖10 337.000 10 | | | | | | 卖9 336.800 | | | | | | 卖8 336.600 | | | | | | 卖7 336.400 | | | | | | 卖6 336.200 | | | | 80.000 | | 0.000/ 25 336,000 | | | | | | 卖4 335.800 | ...

资料显示，依米康科技集团股份有限公司位于四川省成都高新区科园南二路二号，成立日期2002年9月 12日，上市日期2011年8月3日，公司主营业务涉及数字基础设施全生命周期绿色解决方案服务商,依托 数据中心覆盖全产业链,通过旗下关键设备、智能工程、物联软件、智慧服务四大板块对应数据中心全 生命周期各个节点,提供绿色节能数字中心规划方案、总包建设、关键设备、运维服务等整体解决方案 及服务。主营业务收入构成为：信息数据领域100.00%。 依米康所属申万行业为：计算机-计算机设备-其他计算机设备。所属概念板块包括：百度概念、数字经 济、互联医疗、数字孪生、大数据等。 截至9月30日，依米康股东户数6.27万，较上期增加4.88%；人均流通股5958股，较上期减少4.65%。 2025年1月-9月，依米康实现营业收入10.64亿元，同比增长52.61%；归母净利润2764.72万元，同比增长 273.71%。 12月23日，依米康盘中上涨2.11%，截至10:23，报14.54元/股，成交9173.22万元，换手率1.71%，总市 值64.05亿元。 分红方面，依米康A股上市后累计派现5107.09万元。近三年，累计 ...

Core Viewpoint - The company, Altec Automotive Technology Co., Ltd., has experienced a significant decline in stock price and profitability, indicating potential challenges in its business operations and market position [1][2]. Group 1: Stock Performance - On December 23, Altec's stock price fell by 2.08% to 9.40 CNY per share, with a total market capitalization of 4.682 billion CNY [1]. - Year-to-date, Altec's stock has decreased by 16.81%, with a recent 5-day increase of 1.51%, but a 20-day decline of 9.09% and a 60-day decline of 18.40% [1]. Group 2: Financial Performance - For the period from January to September 2025, Altec reported a revenue of 736 million CNY, reflecting a year-on-year growth of 19.30% [2]. - The company's net profit attributable to shareholders was -151 million CNY, showing a drastic year-on-year decrease of 12,246.62% [2]. Group 3: Shareholder Information - As of September 30, 2025, Altec had 31,500 shareholders, an increase of 6.69% from the previous period, while the average number of circulating shares per person decreased by 6.27% to 15,400 shares [2]. - Notably, Hong Kong Central Clearing Limited and the China Europe Innovation Theme Mixed Fund (LOF) A (501081) have exited the list of the top ten circulating shareholders [2]. Group 4: Business Overview - Altec, established on May 23, 2007, and listed on March 27, 2020, specializes in the design of fuel and new energy vehicles, with 87.68% of its revenue coming from new energy vehicle design [1]. - The company operates within the automotive services sector and is associated with concepts such as digital twins, data elements, rural revitalization, AI models, and AI multimodal [1].