引言：越过 AGI 喧嚣，生产力正呼唤 " 成果交付型 "AI 当我们对通用大模型（ LLM ） " 涌现 " 能力的最初震撼趋于平息，一个更冷静、更务实的行业共识正在形成：仅有强大的通用能力，远不足以解决真实世 界中复杂的、多阶段的业务问题。市场对 AI 的期待，正迅速从对 " 潜力 " 的探讨，转向对 " 绩效 " 的考核；从 " 对话式 " 的体验，转向 " 交付式 " 的成 果。无论是构建一份融合实时数据、竞品分析与策略建议的金融投研报告，还是开发一个覆盖全流程的软件应用，这些任务都需要一个超越简单问答、能 够像专家团队一样自主规划、协同执行并对最终成果负责的系统。这正是 AI 下半场的关键赛点：从 " 工具执行 " 到 " 成果交付 " 的范式跃迁。 在这一时代背景下，一个独特的、充满战略价值的机遇窗口正在为中国市场打开。 首先， AI 技术的自主可控，已上升到国家与企业的核心战略层面。 在当前国际形势下，构建不依赖于外部技术、数据安全可控的 AI 能力，是所有高价值 行业（如金融、政务、医疗）的刚性需求。 其次，海外 Agent 产品因合规、数据安全、网络延迟等问题，在中国市场的规模化落地面临天然 ...

Group 1 - The core viewpoint of the article highlights the significant growth and potential of the home energy storage and portable energy storage markets, with predictions of substantial increases in market size by 2030 [1][2][4] - In 2024, global home energy storage shipments are expected to reach 27.8 GWh, a year-on-year increase of 19%, with Chinese companies accounting for 75% of the shipments [1] - The global portable energy storage market is projected to see shipments of 11 million units in 2024, marking a 90% year-on-year growth, driven by outdoor activities and emergency power needs due to geopolitical conflicts [2][3] Group 2 - The competitive landscape for home energy storage systems is dominated by Chinese companies, with the top 10 including Huawei, BYD, and Airo Energy [1] - For portable energy storage, leading companies include EcoFlow, BLUETTI, and Jackery, with significant market presence in the US and Europe [3] - The article emphasizes the importance of safety in battery technology, noting that new national standards will be implemented to address safety concerns in portable power sources [4] Group 3 - The 2025 Peak Forum on Home and Portable Energy Storage Battery Technology will take place on September 26, 2025, in Shenzhen, focusing on high safety and building a new ecosystem [7] - The forum will feature over 30 core topics, including safety challenges and technological breakthroughs, and aims to gather over 600 decision-makers from key enterprises [6][7] - The agenda includes discussions on the latest trends in home and portable energy storage technologies, safety standards, and market strategies for international expansion [9]

启明创投是中国在AI领域最早投资且布局最丰富的投资机构。 由启明创投主办的2025世界人工智能大会（WAIC）"启明创投·创业与投资论坛——创业投资开启AI技术与应用共振周 期"于7月28日在上海世博中心蓝厅成功举办。 值得一提的是， 作为中国在AI领域最早投资且布局最丰富的投资机构，这是启明创投连续第三年主办该论坛。从AI 1.0到 AI 2.0，启明创投累计投资100余个AI项目，投资企业覆盖AI产业全链条，助推多个行业标杆企业崛起，是人工智能领域 中国乃至亚洲最活跃、最具影响力的投资机构。 在开幕演讲环节，启明创投主管合伙人周志峰发表了题为"技术向上生长，应用向下扎根—AI共振周期"的演讲，并围绕基 础模型、多模态模型、AI Agent、AI基础设施、AI应用、具身智能， 连续第三年发布启明创投AI十大展望 。 以下系2025启明创投AI十大展望的内容： 展望四： 多模态 Agent 将不断走向实用化，能够融合视觉、语音、传感器等多源输入，进行复杂推理、工具调用与任务 执行，在医疗、金融、法律等行业率先实现突破。 AI 基础设施 展望五： AI芯片领域，将有更多"国设"且"国造"的GPU开启批量交付；与 ...

下一代AI软件是Agentic Software。 7月26日开幕的WAIC2025，参展观众人满为患，甚是热闹，相比之下今年AI产品的噱头与出圈，反倒少了很多消息。 产品变得"低调"，正是大模型眼下阶段的一个缩影。在初期暴力堆参的阶段，很多博眼球的产品热度飙升，但也随后昙花一现，到了今年的WAIC，则能 明显感觉到"实用"取代了"搏眼球"，是否切实解决了用户需求，成为AI厂商的关注点。 比如大模型独角兽之一阶跃星辰的展台，除了常规的AI写作等功能外，还展示了"深入核查"功能，针对性地解决了AI创作的内容无处溯源、虚假内容的问 题；出门问问则推出了AI硬件TicNote——3毫米薄、可以磁吸在手机上、包含与手机软件配套进行录音转写和思路整理等功能。 在这样的氛围下，金山办公也发布了自己"接地气"的新产品——原生Office办公智能体WPS灵犀及系列产品，包括WPS AIPPT、WPS个人知识库、灵犀语 音助手等。 如今Agent被提及得很多，但金山办公提出了和市面上Agent都不同的路线。 金山办公助理总裁田然表示，当下AI软件有两种现状，一个是用户面对软件，AI能力藏在软件背后，不能完全发挥能力，另一个是用 ...

Core Viewpoint - New York State is launching its first large-scale energy storage project bidding, aiming to procure gigawatt-level energy storage systems as part of its 6GW energy storage roadmap, which will enhance grid reliability and reduce electricity costs for residents [1][2]. Group 1: Project Overview - The competitive bidding is initiated by the New York State Energy Research and Development Authority (NYSERDA) to achieve a target of 3 GW of installed storage capacity through three procurement rounds [1][2]. - The new large-scale storage facilities are expected to lower grid costs, optimize electricity production and transmission efficiency, and enhance the resilience of the state's power system [1]. Group 2: Safety and Compliance - All NYSERDA-supported storage projects must comply with the latest safety standards, which have been integrated into residential, commercial, and large-scale storage projects ahead of the official implementation date of January 1, 2026 [1][4]. - Bidders must submit detailed safety protection plans and demonstrate compliance with the Large-Scale Storage Project Manual requirements [4]. Group 3: Financial Mechanisms - NYSERDA has introduced an innovative incentive mechanism called Index Storage Credits (ISC), which provides stable revenue for project owners while encouraging participation in wholesale and capacity markets [2][4]. - The New York Green Bank (NYGB) will provide financing support for this round of bidding, aiming to fill funding gaps in the clean energy and renewable infrastructure market [4]. Group 4: Community and Economic Impact - The 6GW energy storage development roadmap includes funding for 200 MW of new residential storage and 1500 MW of commercial and community-level storage projects, with at least 35% of the benefits directed to disadvantaged communities [4][5]. - New York's Climate Action Plan aims for a just transition to a clean energy economy, creating jobs and ensuring that at least 35% of the benefits reach disadvantaged communities [5].

Celanese’s VitalDose® Drug Delivery Platform will enable a long-acting, patient-centric formulation for Meliodays’ IUD design MUNICH, July 29, 2025 (GLOBE NEWSWIRE) -- Meliodays Medical and Celanese Corporation (NYSE: CE) have signed an agreement related to Meliodays’ pre-clinical development of MelioOne®, the first hormone-free non-contraceptive intrauterine device (IUD) designed to deliver localized relief for menstrual pain. MelioOne® combines the proven VitalDose® Drug Delivery Platform from Celanese wi ...

Shaftesbury Capital (SHC) H1 2025 Earnings Call July 29, 2025 03:30 AM ET Company ParticipantsIan Hawksworth - CEO & Executive DirectorSitul Jobanputra - CFO & DirectorNone - ExecutiveConference Call ParticipantsMatthew Saperia - Research AnalystZachary Gauge - Equity Research AnalystRobert Jones - Operations Oversight AnalystIan HawksworthI've got the thumbs up from the back of the room, which means the telephones are online. So I think we can kick off. Good morning. Thank you all for coming. I know you've ...

Shaftesbury Capital (SHC) H1 2025 Earnings Call July 29, 2025 03:30 AM ET Speaker0I've got the thumbs up from the back of the room, which means the telephones are online. So I think we can kick off. Good morning. Thank you all for coming. I know you've got a very busy day today as we sort of kick off the interim results season in our sector.Welcome. Normal agenda for today. We are really pleased with performance in the first half and delighted to present a good set of results to you all. I'm going to begin ...

近日，中信建投发布500多页深度研报，称自ChatGPT 发布后，大模型向更强?更高效?更可靠方向发展，呈现推理模型深化、智能体模型爆发的格 局? 2025 年是应用加速落地之年，OpenAI 已达百亿美金ARR， Claude 月收入环比增速超20%?受互联网大厂推动AI 与业务结 合?Agent 推出?主权AI 需求及多模态渗透等因素影响，AI 算力消耗从训练转向推理,带来显著增量，国内算力自主可控趋势 凸显。B端应用渗透率慢于C端，落地顺序由 容错率与复杂度决定，从高容错、单一任务场景到低容错、高复杂度场景尚需时间? 但本轮AI渗透较互联网时代大幅提速，B端落地进程或超预 期? 中信建投观点认为，大模型继续向更强大、更高效及更可靠的方向发展。回顾人工智能发展的三个阶段，从符号智能、专用智能迈向通用智 能， 2017年之后正处于通用智能阶段。在这个阶段中，以Transfo r mer架构为基础，训练数据从有标注变为通用无标注数据，学 习方法从过去的有监 督学习变成无监督学习，能力从专用任务扩 展到通用任务，并在算力的加持下，参数量和数据量都急剧变 大，因而有了今天的大模型。值得关注 的是，随着模型规模、数 ...

Why Leaders Are Ditching The ‘Nice Boss’ Approach https://t.co/iBPQatXJmc https://t.co/iBPQatXJmc ...