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]

Core Insights - Wuhan is emerging as a hub for industrial software development, with companies like Tianyu Software, Kaimu Software, and Yimo Technology breaking the long-standing foreign monopoly in fields such as CAD and MES, contributing significantly to the domestic industrial software landscape [1][8] - The upcoming Software Innovation Development Conference will feature the inaugural Yujia Mountain Forum, aimed at enhancing the "soft power" of high-end manufacturing [1] Group 1: Industrial Software Landscape - Over 50 industrial software companies are based in Wuhan, with 80% of them founded by teams or alumni from local universities [3][9] - Yimo Technology has developed a digital production management system for the mold industry, achieving over 50% market share in its category and even exceeding 80% in certain segments [8] Group 2: Educational and Research Contributions - The National Intelligent Design and CNC Technology Innovation Center at Huazhong University of Science and Technology is fostering collaboration between students and industrial software companies, addressing real-world manufacturing challenges [10][14] - The historical context of CAD development in Wuhan dates back to the 1980s, with significant contributions from alumni who established foundational research centers that have led to the growth of industrial software enterprises [14][15] Group 3: Future Prospects - There is a growing interest among teams from Wuhan universities in applying intelligent robotics, digital twins, and AI models to industrial scenarios, indicating a forward-looking approach to industrial software innovation [16]

6月12日，腾讯2026"青云计划"正式启动，在全球范围内招募一批顶尖技术学生，通过提供行业顶级的师资力量、 充足的算力资源和极具竞争力的薪酬职级，为青年人才探索前沿技术提供强劲动力。 相比往年，新一期"青云计划"打造校企合作新模式，首次开放青云课题资源库，推荐优秀人才直通招聘绿色通 道。邀请高校团队与腾讯技术专家交流共研，鼓励在校同学与导师、实验室组队攻克核心业务课题，提前感受科 研与业界的碰撞。 作为顶尖技术人才招聘计划，腾讯2026"青云计划"面向2024年1月至2026年12月毕业的博士生，以及2025年1月至 2026年12月毕业的本硕同学进行招募，全力支持青年人才挑大梁。 腾讯招聘官方网站显示，腾讯"青云计划"在AI大模型、基础架构、高性能计算、大数据、多媒体、安全、游戏引 擎、机器人、量子、金融科技共十大技术领域，设置100余项技术课题，支持青年人才深度参与混元大模型、微 信、游戏等前沿技术课题与核心业务。"我们期望参与者能立足脚下、着眼云上，成为科技创新的领航员，让科技 向善普惠到每一个人。"腾讯全球招聘负责人罗海波说。 一直以来，腾讯以"长期主义"理念持续投入基础科研和青年人才。2024年腾 ...

蚂蚁数科与协鑫能科共建能源AI服务平台 金十数据6月12日讯，从SNEC上海光伏展现场获悉，蚂蚁数科与协鑫能科宣布成立新公司蚂蚁鑫能。 新公司将通过整合行业数据与AI大模型技术，实现从电站运维、电力交易到虚拟电厂等各电力业务场 景的智能化运营和决策。去年12月，双方刚战略性签约并合作完成超2亿元光伏绿色资产RWA。 （一 财） ...

[Table_Reportdate] 2025年06月12日 [证券分析师： Table_Authors] 财经要闻 晨 会 纪 要 证券研究报告 HTTP://WWW.LONGONE.COM.CN 请务必仔细阅读正文后的所有说明和声明 [table_summary] ➢ 1.装备制造业景气向好，机器人企业推进应用场景领域合作——机械设备行业周报 （20250602-20250608） ➢ 2.制冷剂行业延续高景气——氟化工行业月报 ➢ 3.己二酸短期基本面有望向好，关注一体化龙头企业——基础化工行业简评 ➢ 1.中方谈中美经贸磋商机制首次会议 ➢ 2.美国公布5月CPI数据 ➢ 3.特朗普：联邦上诉法院裁定可以使用关税工具 方霁 S0630523060001 fangji@longone.com.cn 联系人： 董经纬 djwei@longone.com.cn 联系人： 李嘉豪 lijiah@longone.com.cn [晨会纪要 Table_NewTitle] 20250612 重点推荐 | 1.1. 装备制造业景气向好，机器人企业推进应用场景领域合作——机械设备行业 | | | --- | --- | ...

Group 1 - The smart glasses market is experiencing explosive growth, with transaction volume increasing over 8 times year-on-year, and global shipments expected to reach 12.8 million units by 2025, a 26% increase [1] - The Chinese market is projected to surpass 2.75 million units, showing a remarkable growth of 107% year-on-year, making it the largest market globally [1] Group 2 - There are currently 5,540 existing smart glasses-related companies in China, with 46.65% of them being established for over 10 years [2] - In 2024, a total of 40 new companies are expected to be registered, with 4 already registered this year [2] Group 3 - The majority of smart glasses-related companies belong to the scientific research and technical services sector, accounting for 32.78% of the total [3] - Other sectors include information transmission, software and information technology services (21.96%), manufacturing (17.84%), and wholesale and retail (14.72%) [3] Group 4 - Most smart glasses-related companies are capital-intensive, with 32.80% having registered capital of 50 million yuan or more [4] - Companies with registered capital between 10 million (inclusive) and 50 million yuan account for 24.26% [4]

字节跳动旗下的豆包大模型家族再度宣布多个重磅消息！ 6月11日，在2025火山引擎原动力大会上，字节跳动发布豆包大模型1.6、视频生成模型Seedance 1.0 pro等新模型。模型能力方面，在复杂推理、竞赛级数学、多轮 对话和指令遵循等测试集上，豆包1.6的表现已跻身全球前列。价格上，此次豆包1.6首创按"输入长度"区间定价，客户使用成本降至豆包1.5深度思考模型或 DeepSeek R1的三分之一。 ▲火山引擎总裁 谭待 在模型能力大幅跨越的同时，过去一年豆包大模型的调用量呈现爆发式增长。会上披露，截至目前豆包大模型日均tokens（表示和传递信息的单位）调用量已超过 16.4万亿，较去年5月首次发布时增长137倍。另据IDC报告，豆包大模型在中国公有云大模型市场份额排名第一，占比高达46.4%。 AI大模型浪潮席卷、重塑千行百业的进程中，金融业已成为规模化落地应用的先锋行业。火山引擎透露，该公司已服务招商银行、 民生银行 、北京银行等70%的系 统重要性银行，华泰证券、国信证券、国泰海通证券、 华林证券 等数十家券商和基金公司，为金融机构提供AI App、数字员工、智能展业、投顾、投研等大模型 应用方 ...

阿里离职员工发万字长文 马云回应 近日，阿里巴巴内网的一篇帖子引发热议，钉钉的产研负责人元安（花名）离职时在内网对阿里的发展历程、存在的问题及原因作出了近万字分析，阿里 巴巴创始人马云也对该帖子进行了回复。 马云关注到了这个帖子，并在内网回复称："元安同学好，谢谢你那么长的信，写得很好。好像人的成长，阿里的发展也有很多必然要走的路和过程，阿 里巴巴在发生变化之中。祝福你，也希望经常回来看看。" 影石创新上市首日市值破700亿 6月11日，影石创新正式登陆A股，成为"智能影像第一股"。此次IPO发行价47.27元/股，开盘大涨285%，总市值超700亿元。 此次影石创新科创板上市募资19.38亿元，为2025年以来上交所（主板+科创板）整体募资额排名第三，在科创板排名第一。 科创板亦也迎来了首位 "90 后" 董事长，现年34岁的影石创新创始人、董事长刘靖康，2015年从南京大学毕业后，创办该公司，曾自称 "从学生宿舍走向 全球市场"。 抖音电商升级治理虚假宣传：严打直播间违规营销 抖音电商表示，近期发现平台上少数商家及创作者在食品、五金等类目商品的营销推广时，存在严重虚假宣传的行为。在调查时还发现，部分商家疑 ...

Group 1 - The smart glasses market is experiencing significant growth due to the integration of AI models and augmented reality technology, with online and offline sales surging [1] - A specific e-commerce platform reported a year-on-year increase in transaction volume exceeding 800%, with features like smart teleprompters and real-time translation being popular among various user groups [1] - Global smart glasses shipments are projected to reach 12.8 million units by 2025, representing a 26% year-on-year growth, while the Chinese market is expected to surpass 2.75 million units, growing by 107% and becoming the largest globally [1] Group 2 - The A-share market showed a positive trend on June 12, with AI glasses-related stocks performing actively, including notable gains from companies like Light Media and Aofei Entertainment [1] - Tianfeng Securities highlighted the significant investment value of the AI glasses sector, driven by accelerated technological iteration, expanded application scenarios, and collaborative development within the industry [2] - Recent developments from leading companies indicate that AI glasses are transitioning from concept to commercial viability, exemplified by Raybird Innovation's X3 Pro AR glasses, which feature advanced energy control and AI processing capabilities [2]